Raymond James
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, Florida, United States Number of employees: 12,700 (2017) Subsidiaries: RAYMOND JAMES & ASSOCIATES, INC., Executives: Paul Reilly (Chairman and Chief Executive Officer),
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Raymond James Employees
Employee
Years
Job
Industry
Jeff Borden, AAMS® Jeff Borden, AAMS®'s Raymond James Experience April 2014 - Present
Job Financial Advisor at Raymond James 832 12th St Suite 601 Modesto,Ca 95354 2095791287
Industry Financial Services
Experience
Raymond James April 2014 - Present
Bancwest Financial Services May 2013 - April 2014
Granite Wealth Management / Borden Financial Services LPL February 2010 - April 2013
Edward Jones January 1995 - January 2010
American Express September 1989 - December 1995
Skills
Investment Strategies, Retirement Planning, Long Term Care Insurance, Estate Planning, Business Owner Planning, Wealth Management, Tax Planning
Education
Augustana College 1971 — 1975
Bachelor's Degree, Business, Accounting and Psychology
Raymond James April 2014 - Present
Bancwest Financial Services May 2013 - April 2014
Granite Wealth Management / Borden Financial Services LPL February 2010 - April 2013
Edward Jones January 1995 - January 2010
American Express September 1989 - December 1995
Skills
Investment Strategies, Retirement Planning, Long Term Care Insurance, Estate Planning, Business Owner Planning, Wealth Management, Tax Planning
Education
Augustana College 1971 — 1975
Bachelor's Degree, Business, Accounting and Psychology
Justin Cairns CLU, ChFC, AIF Justin Cairns CLU, ChFC, AIF's Raymond James Experience November 2009 - Present
Job Financial Advisor, Raymond James
Industry Financial Services
Experience
Raymond James November 2009 - Present
Northwestern Mutual January 2006 - December 2009
Education
Arizona State University
B.S. Marketing & Managment
Raymond James November 2009 - Present
Northwestern Mutual January 2006 - December 2009
Education
Arizona State University
B.S. Marketing & Managment
Andre Mittag Andre Mittag's Raymond James Experience January 2008 - August 2009
Job Analytics Consultant AVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Self Employed August 2012 - January 2014
Raymond James and Associates January 2009 - August 2011
Raymond James January 2008 - August 2009
Raymond James & Associates, Inc January 2006 - January 2008
Grand Harbor August 2005 - January 2006
Skills
Economics, Portfolio Management, Microsoft Excel, Capital Markets, Investments, Bloomberg Terminal, Equities, Management, Microsoft Word, Stata, Business Planning, Fixed Income, Access, Leadership, Analytics, Financial Modeling, Banking, Analysis, Tennis, Excel, Intellectually Curious, Business Acumen, Trading, Cross-Cultural Agility, FactSet, Creativity, Motivating Others, OBIEE, Tableau, Aster, Big Data, SQL, R, Python, Finance, Financial Analysis, Strategy
Education
Boston University 2011 — 2012
MA, Economics
Eckerd College 2001 — 2005
BA, Economics
Vero Beach High School
Wells Fargo January 2014 - Present
Self Employed August 2012 - January 2014
Raymond James and Associates January 2009 - August 2011
Raymond James January 2008 - August 2009
Raymond James & Associates, Inc January 2006 - January 2008
Grand Harbor August 2005 - January 2006
Skills
Economics, Portfolio Management, Microsoft Excel, Capital Markets, Investments, Bloomberg Terminal, Equities, Management, Microsoft Word, Stata, Business Planning, Fixed Income, Access, Leadership, Analytics, Financial Modeling, Banking, Analysis, Tennis, Excel, Intellectually Curious, Business Acumen, Trading, Cross-Cultural Agility, FactSet, Creativity, Motivating Others, OBIEE, Tableau, Aster, Big Data, SQL, R, Python, Finance, Financial Analysis, Strategy
Education
Boston University 2011 — 2012
MA, Economics
Eckerd College 2001 — 2005
BA, Economics
Vero Beach High School
Stephanie Prawd Stephanie Prawd's Raymond James Experience March 2014 - Present
Job Service Associate at Phillips Wealth Management Group of Raymond James
Industry Financial Services
Experience
Raymond James March 2014 - Present
LPL Financial 2008 - 2013
Skills
Client Services, Account Management, Microsoft Office, QuickBooks
Education
Brenau University 1995 — 1997
Bachelor's degree, Accounting
Raymond James March 2014 - Present
LPL Financial 2008 - 2013
Skills
Client Services, Account Management, Microsoft Office, QuickBooks
Education
Brenau University 1995 — 1997
Bachelor's degree, Accounting
Michael West, CFP®'s Raymond James Experience May 2005 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 2005 - Present
UBS February 1998 - May 2005
Smith Barney 1993 - February 1998
Mike Shad Ford August 1989 - May 1991
Jones Day February 1984 - May 1989
Alpha 1 Construction Company September 1983 - February 1985
US Army September 1980 - September 1983
Skills
Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Securities, Investments, Financial Advisory, Finance, Financial Services, 401k
Education
Bob Jones University 1991 — 1993
Bachelor of Science, Finance
Bob Jones University 1991 — 1993
Bachelor's degree, Finance and Financial Management Services
Raymond James May 2005 - Present
UBS February 1998 - May 2005
Smith Barney 1993 - February 1998
Mike Shad Ford August 1989 - May 1991
Jones Day February 1984 - May 1989
Alpha 1 Construction Company September 1983 - February 1985
US Army September 1980 - September 1983
Skills
Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Securities, Investments, Financial Advisory, Finance, Financial Services, 401k
Education
Bob Jones University 1991 — 1993
Bachelor of Science, Finance
Bob Jones University 1991 — 1993
Bachelor's degree, Finance and Financial Management Services
John Wyshak's Raymond James Experience October 2014 - Present
Job First Vice President, Investments
Industry Financial Services
Experience
Raymond James October 2014 - Present
Wedbush Securities June 2002 - October 2014
Skills
Investments, Investment Banking, Portfolio Management, Asset Management, Alternative Investments, Series 7, Equities, Capital Markets, Fixed Income, Bloomberg, Wealth Management, Mutual Funds, Series 63, Hedge Funds, Financial Modeling, Valuation, Equity Research, Financial Analysis, Private Equity
Education
Boston University
Raymond James October 2014 - Present
Wedbush Securities June 2002 - October 2014
Skills
Investments, Investment Banking, Portfolio Management, Asset Management, Alternative Investments, Series 7, Equities, Capital Markets, Fixed Income, Bloomberg, Wealth Management, Mutual Funds, Series 63, Hedge Funds, Financial Modeling, Valuation, Equity Research, Financial Analysis, Private Equity
Education
Boston University
Derek S. Radulski Derek S. Radulski's Raymond James Experience July 2014 - Present
Job Vice President, Division Administration at Raymond James
Industry Investment Management
Experience
Raymond James July 2014 - Present
Raymond James August 2010 - July 2014
Morgan Stanley Smith Barney June 1995 - September 2009
Rebecca's Restaurant, Inc. June 1990 - April 1995
Roche April 1987 - June 1990
Anchor Blue Retail Group June 1983 - September 1985
Skills
Branch Administration, Operations Management, Compliance, Human Resources, Associate Development, Career Transitioning, General Securities..., General Securities..., Registered Investment..., Real Estate Development
Education
American River College
Business Administration; Mathematics
Raymond James July 2014 - Present
Raymond James August 2010 - July 2014
Morgan Stanley Smith Barney June 1995 - September 2009
Rebecca's Restaurant, Inc. June 1990 - April 1995
Roche April 1987 - June 1990
Anchor Blue Retail Group June 1983 - September 1985
Skills
Branch Administration, Operations Management, Compliance, Human Resources, Associate Development, Career Transitioning, General Securities..., General Securities..., Registered Investment..., Real Estate Development
Education
American River College
Business Administration; Mathematics
Jon M Trombetto Jon M Trombetto's Raymond James Experience September 1998 - Present
Job Senior Vice President, Investments, Wealth Management Specialist at Raymond James
Industry Investment Management
Experience
Raymond James September 1998 - Present
The Florida Aquarium 2007 - June 2014
The Leukemia & Lymphoma Society 1997 - June 2014
The Leukemia & Lymphoma Society 2004 - 2010
Prudential Securities September 1993 - September 1998
Shearson / Smith Barney September 1985 - August 1993
Merrill Lynch August 1978 - August 1985
Nabisco, Inc. January 1974 - July 1978
US Army December 1971 - December 1973
Skills
Investments, Retirement Planning, Series 7, Mutual Funds, FINRA, Finance, Leadership, Retirement, Securities, Financial Advisory, Management, Sales, Wealth, Employee Benefits
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1981
Marketing and Economics
Brookdale Community College 1974 — 1978
A.A.S., Marketing / Economics
Christian Brothers Academy 1967 — 1971
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Raymond James September 1998 - Present
The Florida Aquarium 2007 - June 2014
The Leukemia & Lymphoma Society 1997 - June 2014
The Leukemia & Lymphoma Society 2004 - 2010
Prudential Securities September 1993 - September 1998
Shearson / Smith Barney September 1985 - August 1993
Merrill Lynch August 1978 - August 1985
Nabisco, Inc. January 1974 - July 1978
US Army December 1971 - December 1973
Skills
Investments, Retirement Planning, Series 7, Mutual Funds, FINRA, Finance, Leadership, Retirement, Securities, Financial Advisory, Management, Sales, Wealth, Employee Benefits
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1981
Marketing and Economics
Brookdale Community College 1974 — 1978
A.A.S., Marketing / Economics
Christian Brothers Academy 1967 — 1971
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Daniel (Danny) Pugh Daniel (Danny) Pugh's Raymond James Experience February 1998 - Present
Job Financial Advisor at Wellspring Financial Solutions of Raymond James & Associates
Industry Financial Services
Experience
Raymond James February 1998 - Present
Tennessee Army National Guard September 2002 - July 2015
AmSouth Investment Service 1998 - 2007
Alabama Army National Guard February 1989 - September 2002
Edward Jones 1996 - 1998
Skills
Wealth Management, Retirement Planning, Investments, Retirement, Securities, Leadership, Alternative Investments, Finance, Nonprofits, Series 7, Strategic Planning, Strategic Financial..., Mergers & Acquisitions, 401k, Asset Management, Portfolio Management, Asset Allocation, Risk Management, Mutual Funds, Wealth, Banking, Series 63, Insurance Planning, Charitable Giving, Portfolio Stress Testing, Securities Based Lending
Education
Florida State University 2005 — 2006
Certificate in Financial Planning, Financial Planning and Services
Auburn University 1990 — 1994
Bachelor's degree, Finance, General
Raymond James February 1998 - Present
Tennessee Army National Guard September 2002 - July 2015
AmSouth Investment Service 1998 - 2007
Alabama Army National Guard February 1989 - September 2002
Edward Jones 1996 - 1998
Skills
Wealth Management, Retirement Planning, Investments, Retirement, Securities, Leadership, Alternative Investments, Finance, Nonprofits, Series 7, Strategic Planning, Strategic Financial..., Mergers & Acquisitions, 401k, Asset Management, Portfolio Management, Asset Allocation, Risk Management, Mutual Funds, Wealth, Banking, Series 63, Insurance Planning, Charitable Giving, Portfolio Stress Testing, Securities Based Lending
Education
Florida State University 2005 — 2006
Certificate in Financial Planning, Financial Planning and Services
Auburn University 1990 — 1994
Bachelor's degree, Finance, General
Tim Klingensmith's Raymond James Experience November 2008 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James November 2008 - Present
Citigroup Smith Barney January 2000 - November 2008
Merrill Lynch August 1989 - January 2000
Jay County High School August 1976 - June 1989
Winchester Community High School June 1975 - June 1976
Skills
Retirement Planning, Wealth Management, Series 7, 401k Rollovers, Uniform Combined State...
Education
Ball State University 1977 — 1980
Masters of Public Administration, Political Science and Government, Economics
Ball State University 1970 — 1975
Bachelor of Applied Science (BASc), Economics/American History/Political Science
Raymond James November 2008 - Present
Citigroup Smith Barney January 2000 - November 2008
Merrill Lynch August 1989 - January 2000
Jay County High School August 1976 - June 1989
Winchester Community High School June 1975 - June 1976
Skills
Retirement Planning, Wealth Management, Series 7, 401k Rollovers, Uniform Combined State...
Education
Ball State University 1977 — 1980
Masters of Public Administration, Political Science and Government, Economics
Ball State University 1970 — 1975
Bachelor of Applied Science (BASc), Economics/American History/Political Science
Adam Hawks's Raymond James Experience August 2011 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James August 2011 - Present
Robert W. Baird & Co. November 2006 - August 2011
GCG Financial 2000 - November 2006
Education
Bradley University 1993 — 1997
Bachelor's degree, Finance
Raymond James August 2011 - Present
Robert W. Baird & Co. November 2006 - August 2011
GCG Financial 2000 - November 2006
Education
Bradley University 1993 — 1997
Bachelor's degree, Finance
Jordan Jobe's Raymond James Experience February 2010 - Present
Job Financial Advisor, CFP®
Industry Financial Services
Experience
Raymond James February 2010 - Present
Skills
Strategic Financial..., Strategic Planning, Marketing, Securities, Sales, Team Building, Investment Advisory, Strategic Partnerships, Non-profits, Financial Planners, Sales Presentations, B2B, 401k, Product Development, Life Insurance
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science
Raymond James February 2010 - Present
Skills
Strategic Financial..., Strategic Planning, Marketing, Securities, Sales, Team Building, Investment Advisory, Strategic Partnerships, Non-profits, Financial Planners, Sales Presentations, B2B, 401k, Product Development, Life Insurance
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science
Larry State Larry State's Raymond James Experience September 2006 - Present
Job First Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James September 2006 - Present
Janney Montgomery Scott LLC September 1998 - September 2006
Education
Baruch College, City University of New York (CUNY) 1968 — 1972
BBA, Accounting
Raymond James September 2006 - Present
Janney Montgomery Scott LLC September 1998 - September 2006
Education
Baruch College, City University of New York (CUNY) 1968 — 1972
BBA, Accounting
Shawn Severson Shawn Severson's Raymond James Experience 1999 - October 2007
Job Managing Director, BlueShirt Group
Industry Investment Banking
Experience
The Blueshirt Group April 2013 - Present
RePower Capital, Inc. April 2014 - Present
JMP Securities September 2011 - April 2013
ThinkEquity LLC November 2009 - September 2011
Brigantine Advisors February 2009 - November 2009
Robert W. Baird October 2007 - February 2009
Raymond James 1999 - October 2007
EVEREN Securities 1997 - 1999
Wasserstein Perella 1996 - 1997
Skills
Cleantech, Investments, Equities, Biofuels, Renewable Resources, Natural Gas, Renewable Chemicals, Oil & Gas Services, Clean Technology, Hedge Funds, Commodity, Investment Management, Valuation, Strategy, Trading, Investor Relations, Venture Capital, Financial Modeling, Business Development, Energy, Corporate Development, Renewable Energy, Private Equity, Mergers & Acquisitions, Energy Efficiency, IPO, Equity Research
Education
Augustana College 1989 — 1993
BA, Finance, Economics
The Blueshirt Group April 2013 - Present
RePower Capital, Inc. April 2014 - Present
JMP Securities September 2011 - April 2013
ThinkEquity LLC November 2009 - September 2011
Brigantine Advisors February 2009 - November 2009
Robert W. Baird October 2007 - February 2009
Raymond James 1999 - October 2007
EVEREN Securities 1997 - 1999
Wasserstein Perella 1996 - 1997
Skills
Cleantech, Investments, Equities, Biofuels, Renewable Resources, Natural Gas, Renewable Chemicals, Oil & Gas Services, Clean Technology, Hedge Funds, Commodity, Investment Management, Valuation, Strategy, Trading, Investor Relations, Venture Capital, Financial Modeling, Business Development, Energy, Corporate Development, Renewable Energy, Private Equity, Mergers & Acquisitions, Energy Efficiency, IPO, Equity Research
Education
Augustana College 1989 — 1993
BA, Finance, Economics
Robert Schimmel's Raymond James Experience January 2006 - February 2009
Job Partner at Hamilton Wealth Management LLC
Industry Financial Services
Experience
Hamilton Wealth Management LLC April 2009 - Present
Raymond James January 2006 - February 2009
Skills
Capital Markets, Private Equity, Mergers & Acquisitions, Investments, Business Strategy, Equities, Strategy, Venture Capital, Financial Modeling, New Business Development, Restructuring, Portfolio Management, Corporate Development, Risk Management, Valuation, Business Development, Contract Negotiation, Structured Products, Alternative Investments, Fixed Income, Due Diligence, Series 66, St. of Florida Life,..., Series 7, Hedge Funds, Asset Management, Finance, Financial Services, Options, Investment Banking
Education
Harvard Business School 1978 — 1980
MBA, Finance
Amherst College 1972 — 1976
BA, Economics
Hamilton Wealth Management LLC April 2009 - Present
Raymond James January 2006 - February 2009
Skills
Capital Markets, Private Equity, Mergers & Acquisitions, Investments, Business Strategy, Equities, Strategy, Venture Capital, Financial Modeling, New Business Development, Restructuring, Portfolio Management, Corporate Development, Risk Management, Valuation, Business Development, Contract Negotiation, Structured Products, Alternative Investments, Fixed Income, Due Diligence, Series 66, St. of Florida Life,..., Series 7, Hedge Funds, Asset Management, Finance, Financial Services, Options, Investment Banking
Education
Harvard Business School 1978 — 1980
MBA, Finance
Amherst College 1972 — 1976
BA, Economics
Joe Woitkoski Joe Woitkoski's Raymond James Experience February 2010 - Present
Job Associate Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2010 - Present
Education
Northwestern University 1974 — 1977
Graduate degree in Trust Banking
Assumption College 1965 — 1969
B.A. Economics
Raymond James February 2010 - Present
Education
Northwestern University 1974 — 1977
Graduate degree in Trust Banking
Assumption College 1965 — 1969
B.A. Economics
Gail Smith Gail Smith's Raymond James Experience January 1999 - January 2000
Job Compliance Consultant (Independent)
Industry Management Consulting
Experience
Newbridge Securities January 2015 - Present
Compliance Consultant January 2012 - January 2015
Newsfile Corporation November 2009 - January 2011
Scotiabank May 2007 - November 2008
BrokerVision Consulting, LLC January 2001 - January 2006
Wolverton Securities Canada / Wolverton USA Ltd January 2000 - January 2001
Raymond James January 1999 - January 2000
Connor, Clark & Lunn Financial Group January 1998 - January 2000
West Palm, Forida February 1998 - February 1999
Paragon Securities January 1996 - January 1998
Skills
SEC compliance, Regulatory Reporting, Compliance, Securities, AML, Internal Controls, Options, Due Diligence, Risk Management, Financial Reporting, Derivatives, Financial Planning, Mentoring, Management Consulting, Strategic Financial..., Trading, Equities, Finance, Portfolio Management, Banking, Fixed Income, Investments, Mutual Funds, Financial Services, Wealth Management, Investment Advisory, Bloomberg, Series 7, Bonds, Management, Financial Analysis, Asset Management, Corporate Finance, Business Development, Business Strategy, FINRA, Capital Markets, Insurance, Private Equity, Negotiation
Education
British Columbia Institute of Technology 1981 — 1982
Business Administration, Marketing
B.C.I.T. 1979 — 1979
Business Administration, Economics, Marketing
Securities Licenses 1979 — 1979
Newbridge Securities January 2015 - Present
Compliance Consultant January 2012 - January 2015
Newsfile Corporation November 2009 - January 2011
Scotiabank May 2007 - November 2008
BrokerVision Consulting, LLC January 2001 - January 2006
Wolverton Securities Canada / Wolverton USA Ltd January 2000 - January 2001
Raymond James January 1999 - January 2000
Connor, Clark & Lunn Financial Group January 1998 - January 2000
West Palm, Forida February 1998 - February 1999
Paragon Securities January 1996 - January 1998
Skills
SEC compliance, Regulatory Reporting, Compliance, Securities, AML, Internal Controls, Options, Due Diligence, Risk Management, Financial Reporting, Derivatives, Financial Planning, Mentoring, Management Consulting, Strategic Financial..., Trading, Equities, Finance, Portfolio Management, Banking, Fixed Income, Investments, Mutual Funds, Financial Services, Wealth Management, Investment Advisory, Bloomberg, Series 7, Bonds, Management, Financial Analysis, Asset Management, Corporate Finance, Business Development, Business Strategy, FINRA, Capital Markets, Insurance, Private Equity, Negotiation
Education
British Columbia Institute of Technology 1981 — 1982
Business Administration, Marketing
B.C.I.T. 1979 — 1979
Business Administration, Economics, Marketing
Securities Licenses 1979 — 1979
Dean Abplanalp Dean Abplanalp's Raymond James Experience December 2008 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James December 2008 - Present
A.G. Edwards & Sons, Inc. January 1992 - December 2008
A.G. Edwards & Sons, Inc. July 1982 - December 2008
Skills
Investments, Financial Advisory, Loans, Mortgage Lending, Securities, Investors, Series 7, Tax, Small Business, Wealth Management, Retirement Planning, Real Estate, Strategic Planning, Mutual Funds, Investment Advisory, Asset Allocation, Investment Properties, Series 63, Strategic Financial..., Alternative Investments
Education
Ball State University 1978 — 1980
Bachelor's degree, Finance
Broward Community College 1976 — 1978
Associate's degree, Accounting
Raymond James December 2008 - Present
A.G. Edwards & Sons, Inc. January 1992 - December 2008
A.G. Edwards & Sons, Inc. July 1982 - December 2008
Skills
Investments, Financial Advisory, Loans, Mortgage Lending, Securities, Investors, Series 7, Tax, Small Business, Wealth Management, Retirement Planning, Real Estate, Strategic Planning, Mutual Funds, Investment Advisory, Asset Allocation, Investment Properties, Series 63, Strategic Financial..., Alternative Investments
Education
Ball State University 1978 — 1980
Bachelor's degree, Finance
Broward Community College 1976 — 1978
Associate's degree, Accounting
David Gallahar David Gallahar's Raymond James Experience September 2000 - Present
Job First Vice President, Investments The Gallahar Group of Raymond James
Industry Financial Services
Experience
Raymond James September 2000 - Present
JC Bradford and Co. September 1996 - September 2000
Skills
Series 7, Portfolio Management, Investments, Series 63, Asset Allocation, Wealth Management, Financial Analysis, Financial Services, Risk Management, Mutual Funds, Retirement Planning, Banking, Securities, Asset Management, Strategic Financial..., Strategic Planning, Credit, Investment Advisory
Education
Auburn University at Montgomery 1993 — 1997
BA, Finance
Raymond James September 2000 - Present
JC Bradford and Co. September 1996 - September 2000
Skills
Series 7, Portfolio Management, Investments, Series 63, Asset Allocation, Wealth Management, Financial Analysis, Financial Services, Risk Management, Mutual Funds, Retirement Planning, Banking, Securities, Asset Management, Strategic Financial..., Strategic Planning, Credit, Investment Advisory
Education
Auburn University at Montgomery 1993 — 1997
BA, Finance
Judy Umberger's Raymond James Experience 2006 - 2008
Job Information Collection Request Desk Officer at U.S. Environmental Protection Agency
Industry International Trade and Development
Experience
U.S. Environmental Protection Agency February 2011 - Present
Peace Corps 2008 - 2010
Raymond James 2006 - 2008
Skills
International..., Community Development, Spanish, Capacity Building, Government, Community Outreach, Non-profits, Grant Writing, Sustainability, Policy Analysis, Stata, Microsoft Office
Education
Eckerd College 2002 — 2006
BA, International Business, Business Administration, Spanish
Universidad Americana (NI) 2001 — 2001
Semester Abroad, International Business and Spanish
U.S. Environmental Protection Agency February 2011 - Present
Peace Corps 2008 - 2010
Raymond James 2006 - 2008
Skills
International..., Community Development, Spanish, Capacity Building, Government, Community Outreach, Non-profits, Grant Writing, Sustainability, Policy Analysis, Stata, Microsoft Office
Education
Eckerd College 2002 — 2006
BA, International Business, Business Administration, Spanish
Universidad Americana (NI) 2001 — 2001
Semester Abroad, International Business and Spanish
Chuck Hensley, CFP®, CRPC®'s Raymond James Experience July 2009 - Present
Job CERTIFIED FINANCIAL PLANNER (TM) at Raymond James
Industry Financial Services
Experience
Raymond James July 2009 - Present
Smith Barney October 1984 - July 2009
Skills
Certified Financial...
Education
Ball State University 1975 — 1979
Raymond James July 2009 - Present
Smith Barney October 1984 - July 2009
Skills
Certified Financial...
Education
Ball State University 1975 — 1979
Ramjee Vysyaraju, PMP's Raymond James Experience October 2004 - April 2006
Job Seasoned Program/Project Manager
Industry Financial Services
Experience
MetLife April 2006 - Present
Raymond James October 2004 - April 2006
RBC Dain Rauscher March 2004 - October 2004
William R Hough & Co September 1998 - March 2004
Capricorn Systems June 1996 - March 2004
Arthur Andersen January 1997 - September 1998
Owens Corning June 1996 - January 1997
Gimrock Constructions, Inc August 1994 - June 1996
Skills
Project Management, Business Analysis, SDLC, Integration, Business Intelligence, Risk Management, Solution Architecture, Project Planning, PMP, Systems Analysis, Product Management, Business Process, Strategic Planning, Project Delivery, Strategy, Requirements Analysis, Budgets, Team Leadership, Business Development, Management, Program Management, Leadership, Process Improvement, Outsourcing, Resource Management, Enterprise Software, Software Development, Vendor Management, Project Portfolio..., Data Warehousing, IT Strategy, Business Strategy, Business Requirements, PMO, MS Project, Enterprise Architecture, Visio, Business Process..., Requirements Gathering, Software Project..., Governance, Change Management, ERP, IT Management, SharePoint, Business Process..., Data Modeling, Agile Methodologies, Disaster Recovery, Analysis
Education
University of South Florida 2002 — 2005
MBA
Florida State University 1992 — 1994
MS, Civil Engineering
Indian Institute of Technology, Kharagpur 1991 — 1992
MS, Industrial Engineering
Andhra University 1987 — 1991
BE, Civil Engineering
AVN College 1985 — 1987
Intermediate
MetLife April 2006 - Present
Raymond James October 2004 - April 2006
RBC Dain Rauscher March 2004 - October 2004
William R Hough & Co September 1998 - March 2004
Capricorn Systems June 1996 - March 2004
Arthur Andersen January 1997 - September 1998
Owens Corning June 1996 - January 1997
Gimrock Constructions, Inc August 1994 - June 1996
Skills
Project Management, Business Analysis, SDLC, Integration, Business Intelligence, Risk Management, Solution Architecture, Project Planning, PMP, Systems Analysis, Product Management, Business Process, Strategic Planning, Project Delivery, Strategy, Requirements Analysis, Budgets, Team Leadership, Business Development, Management, Program Management, Leadership, Process Improvement, Outsourcing, Resource Management, Enterprise Software, Software Development, Vendor Management, Project Portfolio..., Data Warehousing, IT Strategy, Business Strategy, Business Requirements, PMO, MS Project, Enterprise Architecture, Visio, Business Process..., Requirements Gathering, Software Project..., Governance, Change Management, ERP, IT Management, SharePoint, Business Process..., Data Modeling, Agile Methodologies, Disaster Recovery, Analysis
Education
University of South Florida 2002 — 2005
MBA
Florida State University 1992 — 1994
MS, Civil Engineering
Indian Institute of Technology, Kharagpur 1991 — 1992
MS, Industrial Engineering
Andhra University 1987 — 1991
BE, Civil Engineering
AVN College 1985 — 1987
Intermediate
Michelle Betancourt Michelle Betancourt's Raymond James Experience May 2013 - January 2015
Job Financial Services at Actively Seeking New Opportunities
Industry Financial Services
Experience
Actively Seeking New Opportunities September 2015 - Present
Capital One January 2015 - Present
Raymond James May 2013 - January 2015
Vanguard July 2011 - April 2013
Edward Jones August 2007 - June 2011
AMC Theatres February 2005 - October 2010
Tempe Cinemas June 2001 - February 2005
Skills
Series 7, Mutual Funds, Investments, Securities, Series 63, Cross-functional Team..., Microsoft Excel, Customer Service, Call Centers, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Investment Management
Education
Mesa Community College 2003 — 2005
Arizona State University
Bachelor's degree, Business Management
Actively Seeking New Opportunities September 2015 - Present
Capital One January 2015 - Present
Raymond James May 2013 - January 2015
Vanguard July 2011 - April 2013
Edward Jones August 2007 - June 2011
AMC Theatres February 2005 - October 2010
Tempe Cinemas June 2001 - February 2005
Skills
Series 7, Mutual Funds, Investments, Securities, Series 63, Cross-functional Team..., Microsoft Excel, Customer Service, Call Centers, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Investment Management
Education
Mesa Community College 2003 — 2005
Arizona State University
Bachelor's degree, Business Management
Kevin Sletten CFP® Kevin Sletten CFP®'s Raymond James Experience August 2011 - Present
Job Vice President, Investments at Hilltop Wealth Management of Raymond James
Industry Financial Services
Experience
Raymond James August 2011 - Present
Robert W. Baird & Co. January 2005 - August 2011
Merck February 1998 - December 2004
Skills
Investments, Strategic Planning, Asset Allocation, Series 7, Financial Analysis
Education
Bradley University 1993 — 1997
Bachelor of Science, Finance, Spanish
Raymond James August 2011 - Present
Robert W. Baird & Co. January 2005 - August 2011
Merck February 1998 - December 2004
Skills
Investments, Strategic Planning, Asset Allocation, Series 7, Financial Analysis
Education
Bradley University 1993 — 1997
Bachelor of Science, Finance, Spanish
Brad Justus's Raymond James Experience September 2007 - October 2010
Job Chief Financial Officer
Industry Construction
Experience
Kleenco Maintenance & Construction October 2010 - Present
Raymond James September 2007 - October 2010
A.G. Edwards & Sons, Inc. September 2002 - September 2007
Ulrich Chemical, Inc June 2001 - September 2002
Theta Chi Fraternity 1999 - 2001
Skills
401k, Budgets, Customer Service, Finance, Financial Advisory, Financial Reporting, Management, New Business Development, Non-profits, Retirement Planning, Strategic Financial..., Strategy, Team Leadership, Time Management, Strategic Planning, Team Building, Leadership, Public Speaking, Microsoft Office, Small Business, Sales, Contract Negotiation, Financial Planning, Forecasting, Accounts Payable, Nonprofits
Education
Anderson University 2010 — 2012
MBA, Finance
Ball State University 1995 — 1999
B.S. Management, Operations Management
Ball State University - College of Business 1995 — 1999
B.S., Management
Kleenco Maintenance & Construction October 2010 - Present
Raymond James September 2007 - October 2010
A.G. Edwards & Sons, Inc. September 2002 - September 2007
Ulrich Chemical, Inc June 2001 - September 2002
Theta Chi Fraternity 1999 - 2001
Skills
401k, Budgets, Customer Service, Finance, Financial Advisory, Financial Reporting, Management, New Business Development, Non-profits, Retirement Planning, Strategic Financial..., Strategy, Team Leadership, Time Management, Strategic Planning, Team Building, Leadership, Public Speaking, Microsoft Office, Small Business, Sales, Contract Negotiation, Financial Planning, Forecasting, Accounts Payable, Nonprofits
Education
Anderson University 2010 — 2012
MBA, Finance
Ball State University 1995 — 1999
B.S. Management, Operations Management
Ball State University - College of Business 1995 — 1999
B.S., Management
Pamela Appell, CFA's Raymond James Experience September 2014 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James September 2014 - Present
Wells Fargo Advisors, LLC April 2009 - September 2014
Northern Trust Corporation September 1996 - December 1999
Boston International Advisors August 1993 - September 1995
State Street June 1987 - August 1993
Skills
Retirement Planning, Investments, Series 7, Financial Advisory, Portfolio Management, Financial Services, Finance, Financial Analysis, Insurance, Asset Management
Education
Boston University
B.S. and B.A., Economics and Journalism
Boston University
Raymond James September 2014 - Present
Wells Fargo Advisors, LLC April 2009 - September 2014
Northern Trust Corporation September 1996 - December 1999
Boston International Advisors August 1993 - September 1995
State Street June 1987 - August 1993
Skills
Retirement Planning, Investments, Series 7, Financial Advisory, Portfolio Management, Financial Services, Finance, Financial Analysis, Insurance, Asset Management
Education
Boston University
B.S. and B.A., Economics and Journalism
Boston University
Caitlin McGuire's Raymond James Experience February 2008 - Present
Job Client Sales Associates II at Raymond James
Industry Financial Services
Experience
Raymond James February 2008 - Present
UBS October 2004 - February 2008
Skills
Leadership, Customer Service, Microsoft Office, Sales, Public Speaking, Event Planning, Social Media, Marketing, Strategic Planning, Public Relations
Education
Ball State University 2005 — 2008
Bachelor of Science (B.S.), Public Relations
Anderson University 2004 — 2005
Raymond James February 2008 - Present
UBS October 2004 - February 2008
Skills
Leadership, Customer Service, Microsoft Office, Sales, Public Speaking, Event Planning, Social Media, Marketing, Strategic Planning, Public Relations
Education
Ball State University 2005 — 2008
Bachelor of Science (B.S.), Public Relations
Anderson University 2004 — 2005
Michael Dammert Michael Dammert's Raymond James Experience February 2013 - Present
Job Managing Director at Raymond James
Industry Investment Management
Experience
Raymond James February 2013 - Present
Morgan Keegan August 2003 - February 2012
Shearson -Lehman/Smith Barney October 1990 - August 2003
Skills
Asset Management, Equities, Investments, Hedge Funds, Fixed Income, Asset Allocation, Wealth Management, Investment Strategies, Portfolio Management, Alternative Investments, Wealth Management..., Investment Advisory, Investment Management, Mutual Funds, Trading, Bonds, Securities, Financial Markets, Retirement Planning, Financial Advisory, Wealth
Education
Auburn University 1972 — 1975
Bachelor of Science (BS), Pharmacy
University of Kentucky 1969 — 1972
Raymond James February 2013 - Present
Morgan Keegan August 2003 - February 2012
Shearson -Lehman/Smith Barney October 1990 - August 2003
Skills
Asset Management, Equities, Investments, Hedge Funds, Fixed Income, Asset Allocation, Wealth Management, Investment Strategies, Portfolio Management, Alternative Investments, Wealth Management..., Investment Advisory, Investment Management, Mutual Funds, Trading, Bonds, Securities, Financial Markets, Retirement Planning, Financial Advisory, Wealth
Education
Auburn University 1972 — 1975
Bachelor of Science (BS), Pharmacy
University of Kentucky 1969 — 1972
Matthew Strutzel, AAMS Matthew Strutzel, AAMS's Raymond James Experience December 2007 - Present
Job Associate Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James December 2007 - Present
A.G. Edwards & Sons, Inc. September 2003 - November 2007
Skills
Investments, Retirement Planning, Portfolio Management, Series 7, Financial Advisory, Microsoft Office, Retirement, Business Development, Financial Services
Education
Bradley University 1999 — 2003
Bachelor of Arts, Communications
Lake Park High School 1995 — 1999
Trinity Lutheran - Roselle 1990 — 1995
St. Paul Lutheran - Chicago
Raymond James December 2007 - Present
A.G. Edwards & Sons, Inc. September 2003 - November 2007
Skills
Investments, Retirement Planning, Portfolio Management, Series 7, Financial Advisory, Microsoft Office, Retirement, Business Development, Financial Services
Education
Bradley University 1999 — 2003
Bachelor of Arts, Communications
Lake Park High School 1995 — 1999
Trinity Lutheran - Roselle 1990 — 1995
St. Paul Lutheran - Chicago
Dale H. Englehardt Dale H. Englehardt's Raymond James Experience June 2008 - Present
Job CFP®
Industry Financial Services
Experience
Raymond James June 2008 - Present
A.G. Edwards 1995 - 2008
Skills
Retirement Income..., CFP, Certified..., Investments, Financial Advisory, Securities, Financial Services, Finance, Certified Financial..., Tax, Series 7, Retirement Planning, Wealth Management, Series 63, Asset Allocation
Education
SUNY Geneseo 1984 — 1986
MS, Education
Allegheny College 1970 — 1973
BA, Economics
Raymond James June 2008 - Present
A.G. Edwards 1995 - 2008
Skills
Retirement Income..., CFP, Certified..., Investments, Financial Advisory, Securities, Financial Services, Finance, Certified Financial..., Tax, Series 7, Retirement Planning, Wealth Management, Series 63, Asset Allocation
Education
SUNY Geneseo 1984 — 1986
MS, Education
Allegheny College 1970 — 1973
BA, Economics
Brett Waterfield Brett Waterfield's Raymond James Experience 1997 - 1999
Job Senior Vice President Division Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2015 - Present
LPL June 2008 - March 2015
TD Ameritrade 2004 - 2008
Federated Investors 2001 - 2004
Talbot Financial 1999 - 2001
Raymond James 1997 - 1999
US Army 1992 - 1997
Skills
Series 7, Series 66, CFP
Education
Boston University Questrom School of Business 2008 — 2011
MS, Banking and Financial Services
Michigan State University 1995 — 1998
BA, Finance
LPL Financial March 2015 - Present
LPL June 2008 - March 2015
TD Ameritrade 2004 - 2008
Federated Investors 2001 - 2004
Talbot Financial 1999 - 2001
Raymond James 1997 - 1999
US Army 1992 - 1997
Skills
Series 7, Series 66, CFP
Education
Boston University Questrom School of Business 2008 — 2011
MS, Banking and Financial Services
Michigan State University 1995 — 1998
BA, Finance
Michelle Shadix Michelle Shadix's Raymond James Experience September 2011 - Present
Job Vice President, Government Guaranteed Desk at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James September 2011 - Present
Community South Bank January 2004 - September 2011
National Bank of Commerce (TN) September 1999 - December 2003
CNA Insurance February 1996 - May 1999
Skills
Series 7, Series 63, Small Business Lending, USDA, Loans
Education
Austin Peay State University 1991 — 1995
BBA, Business - Marketing
Raymond James September 2011 - Present
Community South Bank January 2004 - September 2011
National Bank of Commerce (TN) September 1999 - December 2003
CNA Insurance February 1996 - May 1999
Skills
Series 7, Series 63, Small Business Lending, USDA, Loans
Education
Austin Peay State University 1991 — 1995
BBA, Business - Marketing
Joseph Cartolano's Raymond James Experience September 2010 - August 2011
Job Senior Staff Accountant at Nimbus Discovery
Industry Financial Services
Experience
Nimbus Discovery May 2014 - Present
Pro Football Focus February 2013 - Present
Boston Medical Center January 2013 - May 2014
Friend Street Ticket Agency November 2007 - January 2013
Raymond James September 2010 - August 2011
Indian Ridge Country Club May 2008 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Economics, Bloomberg, Financial Analysis, Data Analysis, PowerPoint, Marketing Research, Outlook, Accounting, Facebook, Financial Reporting, Teamwork, Leadership, Business Analysis
Education
Bentley University McCallum Graduate School of Business 2011 — 2012
Master of Business Administration (M.B.A.), Finance & Economics
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Corporate Finance and Accounting
Governor Dummer Academy 2003 — 2007
High School Diploma, General Studies
Nimbus Discovery May 2014 - Present
Pro Football Focus February 2013 - Present
Boston Medical Center January 2013 - May 2014
Friend Street Ticket Agency November 2007 - January 2013
Raymond James September 2010 - August 2011
Indian Ridge Country Club May 2008 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Economics, Bloomberg, Financial Analysis, Data Analysis, PowerPoint, Marketing Research, Outlook, Accounting, Facebook, Financial Reporting, Teamwork, Leadership, Business Analysis
Education
Bentley University McCallum Graduate School of Business 2011 — 2012
Master of Business Administration (M.B.A.), Finance & Economics
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Corporate Finance and Accounting
Governor Dummer Academy 2003 — 2007
High School Diploma, General Studies
Gregory L. Shirk, CRPC® Gregory L. Shirk, CRPC®'s Raymond James Experience 2012 - April 2013
Job Partner Capital Wealth Partners, LLC
Industry Financial Services
Experience
Capital Wealth Partners, LLC May 2013 - Present
Raymond James 2012 - April 2013
Merrill Lynch 2009 - 2012
Verizon 1997 - 2009
DePuy Orthopaedics 1994 - 1997
Skills
Tax Planning, Retirement Planning..., Investments, Small Business, Estate Planning, Wealth Preservation..., Strategic Financial..., Licenses: Series 7,...
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Boston University 2006 — 2008
Financial Planning
Indiana University 1985 — 1990
Bachelor of Science (B.S.), Accounting
East Noble High School 1980 — 1984
Capital Wealth Partners, LLC May 2013 - Present
Raymond James 2012 - April 2013
Merrill Lynch 2009 - 2012
Verizon 1997 - 2009
DePuy Orthopaedics 1994 - 1997
Skills
Tax Planning, Retirement Planning..., Investments, Small Business, Estate Planning, Wealth Preservation..., Strategic Financial..., Licenses: Series 7,...
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Boston University 2006 — 2008
Financial Planning
Indiana University 1985 — 1990
Bachelor of Science (B.S.), Accounting
East Noble High School 1980 — 1984
Anthony Gertsema's Raymond James Experience May 2006 - August 2006
Job Casualty Adjuster at American Family Insurance
Industry Marketing and Advertising
Experience
American Family Insurance May 2012 - Present
Monsanto/AFFINA July 2011 - January 2012
Monsanto/AFFINA April 2010 - July 2011
Kansas City T-Bones May 2008 - August 2008
Raymond James May 2006 - August 2006
Skills
Marketing, Sales, Operations Management, Sales Operations, CRM, Claims Handling, Claims Management, Claims Investigations, Casualty Claims, Leadership, Account Management, Analysis, Management, Market Research, Microsoft Word, PowerPoint, Program Management, Microsoft Excel, Marketing Strategy, Sales Management
Education
Benedictine College 2005 — 2009
Business Administration, Emphasis in Marketing, Business
American Family Insurance May 2012 - Present
Monsanto/AFFINA July 2011 - January 2012
Monsanto/AFFINA April 2010 - July 2011
Kansas City T-Bones May 2008 - August 2008
Raymond James May 2006 - August 2006
Skills
Marketing, Sales, Operations Management, Sales Operations, CRM, Claims Handling, Claims Management, Claims Investigations, Casualty Claims, Leadership, Account Management, Analysis, Management, Market Research, Microsoft Word, PowerPoint, Program Management, Microsoft Excel, Marketing Strategy, Sales Management
Education
Benedictine College 2005 — 2009
Business Administration, Emphasis in Marketing, Business
Nathan Rollins Nathan Rollins's Raymond James Experience June 2008 - December 2011
Job Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC December 2011 - Present
Raymond James June 2008 - December 2011
Stephens Inc. March 2004 - June 2008
Skills
Investment Advisory, Retirement Planning, Strategic Financial..., Financial Services, Strategic Planning, Asset Management, Portfolio Management
Education
Auburn University 1994 — 1998
BA, Literature
University of Arkansas 2003 — 2004
Master of Business Administration, Economics
Raymond James Financial Services, Inc. Member FINRA/SIPC December 2011 - Present
Raymond James June 2008 - December 2011
Stephens Inc. March 2004 - June 2008
Skills
Investment Advisory, Retirement Planning, Strategic Financial..., Financial Services, Strategic Planning, Asset Management, Portfolio Management
Education
Auburn University 1994 — 1998
BA, Literature
University of Arkansas 2003 — 2004
Master of Business Administration, Economics
Joel Greenwald, MD, CFP® Joel Greenwald, MD, CFP®'s Raymond James Experience 1998 - 2003
Job Financial Planning for Doctors (Physicians and Dentists) at Greenwald Wealth Management
Industry Financial Services
Experience
Greenwald Wealth Management August 2012 - Present
Sterling Retirement Resources January 2008 - August 2012
Affiance Financial 2003 - 2008
Raymond James 1998 - 2003
HealthPartners 1990 - 2001
Skills
Financial Planning, Investment Advisory..., Wealth Accumulation, Retirement Planning, Estate Planning, Risk Management, Taxations
Education
University of Minnesota-Twin Cities 1987 — 1990
MD, Internal Medicine Residency
Albert Einstein College of Medicine 1983 — 1987
MD, Medicine
Amherst College 1978 — 1983
BA, Political Science
Greenwald Wealth Management August 2012 - Present
Sterling Retirement Resources January 2008 - August 2012
Affiance Financial 2003 - 2008
Raymond James 1998 - 2003
HealthPartners 1990 - 2001
Skills
Financial Planning, Investment Advisory..., Wealth Accumulation, Retirement Planning, Estate Planning, Risk Management, Taxations
Education
University of Minnesota-Twin Cities 1987 — 1990
MD, Internal Medicine Residency
Albert Einstein College of Medicine 1983 — 1987
MD, Medicine
Amherst College 1978 — 1983
BA, Political Science
Gary Demaree, AAMS's Raymond James Experience April 2007 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James April 2007 - Present
City Securities Corporation April 2004 - April 2007
A.G. Edwards November 2000 - April 2004
Skills
Investment Advisory, Securities, Financial Advisory, Asset Management, Wealth Management, Retirement Planning
Education
Ball State University 1970 — 1975
B.S., Journalism & Marketing
Raymond James April 2007 - Present
City Securities Corporation April 2004 - April 2007
A.G. Edwards November 2000 - April 2004
Skills
Investment Advisory, Securities, Financial Advisory, Asset Management, Wealth Management, Retirement Planning
Education
Ball State University 1970 — 1975
B.S., Journalism & Marketing
Tamara Castillo's Raymond James Experience March 2015 - Present
Job Sales Associate I at Raymond James
Industry Financial Services
Experience
Raymond James March 2015 - Present
Raymond James May 2013 - March 2015
The IHC Group February 2011 - April 2012
American Indian Policy Institute at Arizona State University May 2010 - October 2010
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Gilbet Precision Machine 2004 - 2005
Active Manufacturing 2004 - 2004
Women in Applied Science and Engineering August 2000 - April 2001
Skills
Microsoft Excel, Access, Microsoft Office, Budgets, PowerPoint, Risk Management, Insurance, Customer Service, SharePoint, Financial Analysis, Customer Relations, Excel, Visio, Budgeting, Adobe Acrobat, Peachtree, Java, Data Entry, C++
Education
Eastern Michigan University
Master of Business Administration (MBA), Finance, General
Arizona State University 2008 — 2010
Bachelor of Arts, Mathematics
San Juan College 2005 — 2008
Associate of Science, Mathematics
Raymond James March 2015 - Present
Raymond James May 2013 - March 2015
The IHC Group February 2011 - April 2012
American Indian Policy Institute at Arizona State University May 2010 - October 2010
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Gilbet Precision Machine 2004 - 2005
Active Manufacturing 2004 - 2004
Women in Applied Science and Engineering August 2000 - April 2001
Skills
Microsoft Excel, Access, Microsoft Office, Budgets, PowerPoint, Risk Management, Insurance, Customer Service, SharePoint, Financial Analysis, Customer Relations, Excel, Visio, Budgeting, Adobe Acrobat, Peachtree, Java, Data Entry, C++
Education
Eastern Michigan University
Master of Business Administration (MBA), Finance, General
Arizona State University 2008 — 2010
Bachelor of Arts, Mathematics
San Juan College 2005 — 2008
Associate of Science, Mathematics
JIM CONLIN, CFP® JIM CONLIN, CFP®'s Raymond James Experience May 1993 - Present
Job Branch Complex Manager/Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 1993 - Present
Smith Barney September 1987 - May 1993
Skills
Branch Management, Business Development, Management, New Business Development, Strategic Planning, Strategic Financial..., Financial Advisory, Retirement Planning, Investment Advisory, Series 7, Investments, Wealth Management, Asset Management, Asset Allocation, Mutual Funds, Alternative Investments, Portfolio Management, Investment Strategies, Estate Planning
Education
University of Pennsylvania - The Wharton School 2002 — 2005
Securities Industry Institute
American University 1973 — 1978
BA, Government & Public Administration
Raymond James May 1993 - Present
Smith Barney September 1987 - May 1993
Skills
Branch Management, Business Development, Management, New Business Development, Strategic Planning, Strategic Financial..., Financial Advisory, Retirement Planning, Investment Advisory, Series 7, Investments, Wealth Management, Asset Management, Asset Allocation, Mutual Funds, Alternative Investments, Portfolio Management, Investment Strategies, Estate Planning
Education
University of Pennsylvania - The Wharton School 2002 — 2005
Securities Industry Institute
American University 1973 — 1978
BA, Government & Public Administration
Keith Yoder, CFA Keith Yoder, CFA's Raymond James Experience August 2011 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James August 2011 - Present
Robert W. Baird & Co. October 2009 - August 2011
Caterpillar Inc. July 2000 - October 2009
Caterpillar Inc July 2000 - October 2009
Caterpillar Inc. June 2006 - July 2008
Caterpillar Inc. July 2000 - June 2006
Mennonite Mutual Aid January 1992 - January 2000
Mennonite Mutual Aid 1992 - 2000
Society Bank, South Bend, IN 1987 - 1992
Mennonite Mutual Aid June 1978 - October 1987
Education
Bluffton University 1974 — 1978
BS, Business Management, Accounting
Raymond James August 2011 - Present
Robert W. Baird & Co. October 2009 - August 2011
Caterpillar Inc. July 2000 - October 2009
Caterpillar Inc July 2000 - October 2009
Caterpillar Inc. June 2006 - July 2008
Caterpillar Inc. July 2000 - June 2006
Mennonite Mutual Aid January 1992 - January 2000
Mennonite Mutual Aid 1992 - 2000
Society Bank, South Bend, IN 1987 - 1992
Mennonite Mutual Aid June 1978 - October 1987
Education
Bluffton University 1974 — 1978
BS, Business Management, Accounting
Kelly McLean Rindock's Raymond James Experience 2007 - Present
Job Financial Advisor, at Steel Valley Investment Group of Raymond James
Industry Financial Services
Experience
Raymond James 2007 - Present
Education
Boston University 2011 — 2012
Certificate in Financial Planning
Temple University 2003 — 2005
M.Ed.
Moravian College 1999 — 2003
B.A.
Raymond James 2007 - Present
Education
Boston University 2011 — 2012
Certificate in Financial Planning
Temple University 2003 — 2005
M.Ed.
Moravian College 1999 — 2003
B.A.
Patrick Luckart's Raymond James Experience December 2010 - Present
Job Associate Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James December 2010 - Present
First Investors Corporation March 1993 - December 2010
Skills
Wealth Management..., 403 b, College Savings Plans, 529 Plans, Rollovers, Retirement, Series 7, Series 63, Series 65, 401k Rollovers
Education
Assumption College 1987 — 1991
BA
JBHS
Raymond James December 2010 - Present
First Investors Corporation March 1993 - December 2010
Skills
Wealth Management..., 403 b, College Savings Plans, 529 Plans, Rollovers, Retirement, Series 7, Series 63, Series 65, 401k Rollovers
Education
Assumption College 1987 — 1991
BA
JBHS
Suleman Khatri Suleman Khatri's Raymond James Experience 2007 - 2008
Job Software Engineering Manager at Accenture
Industry Information Technology and Services
Experience
Accenture August 2015 - Present
Valmont Industries February 2010 - July 2015
FedEx Ground November 2009 - January 2010
Netmatrix solutions January 2006 - January 2010
Pfizer June 2008 - August 2009
Raymond James 2007 - 2008
PwC 2007 - 2007
PricewaterhouseCoopers 2007 - 2007
Western Union 2006 - 2007
Kaiser Permanente June 2005 - January 2006
Skills
PeopleSoft, PeopleTools, SQR, PeopleCode, Payroll, SQL, SDLC, Oracle, XML Publisher, Requirements Analysis, Production Support, Project Management, PL/SQL, Business Analysis, Crystal Reports, Data Modeling, Interfaces, Benefits Administration, ERP, Data Conversion, Business Intelligence, Talent Management, Taleo, Google App Engine, Manager Self-Service, Visio, Vendor Management, Process Improvement, Talent Acquisition, Analysis, Recruiting, Requirements Gathering, Systems Analysis, Deferred Compensation, Business Process, Oracle Fusion Middleware, Application Engine, HRIS, Workday, Workday Integration...
Education
B. M. S. College of Engineering 1994 — 1998
Bachelor of Engineering, Electronics and Communication
St Josephs College 1992 — 1994
Science
Frank Anthony Public School 1988 — 1992
Christ Church School 1979 — 1988
University of Houston-Clear Lake
Masters, Computer Information Systems
Accenture August 2015 - Present
Valmont Industries February 2010 - July 2015
FedEx Ground November 2009 - January 2010
Netmatrix solutions January 2006 - January 2010
Pfizer June 2008 - August 2009
Raymond James 2007 - 2008
PwC 2007 - 2007
PricewaterhouseCoopers 2007 - 2007
Western Union 2006 - 2007
Kaiser Permanente June 2005 - January 2006
Skills
PeopleSoft, PeopleTools, SQR, PeopleCode, Payroll, SQL, SDLC, Oracle, XML Publisher, Requirements Analysis, Production Support, Project Management, PL/SQL, Business Analysis, Crystal Reports, Data Modeling, Interfaces, Benefits Administration, ERP, Data Conversion, Business Intelligence, Talent Management, Taleo, Google App Engine, Manager Self-Service, Visio, Vendor Management, Process Improvement, Talent Acquisition, Analysis, Recruiting, Requirements Gathering, Systems Analysis, Deferred Compensation, Business Process, Oracle Fusion Middleware, Application Engine, HRIS, Workday, Workday Integration...
Education
B. M. S. College of Engineering 1994 — 1998
Bachelor of Engineering, Electronics and Communication
St Josephs College 1992 — 1994
Science
Frank Anthony Public School 1988 — 1992
Christ Church School 1979 — 1988
University of Houston-Clear Lake
Masters, Computer Information Systems
David Covert's Raymond James Experience April 2008 - Present
Job Senior Vice President at Raymond James
Industry Financial Services
Experience
Raymond James April 2008 - Present
US Navy December 2008 - September 2009
US Navy 2005 - 2009
Merrill Lynch March 1997 - April 2008
Skills
Retirement Planning, Retirement, Estate Planning, Fixed Annuities, Mutual Funds, IRAs, Financial Advisory, 401k, Long Term Care Insurance, Wealth, Finance, Long-term Care, Management, Disability Insurance, Training, Wealth Management..., Roth IRA, Mortgage Lending, Bonds, Nonprofits, Human Resources, Recruiting
Education
Ball State University 1980 — 1986
Bachelor of Science.
Raymond James April 2008 - Present
US Navy December 2008 - September 2009
US Navy 2005 - 2009
Merrill Lynch March 1997 - April 2008
Skills
Retirement Planning, Retirement, Estate Planning, Fixed Annuities, Mutual Funds, IRAs, Financial Advisory, 401k, Long Term Care Insurance, Wealth, Finance, Long-term Care, Management, Disability Insurance, Training, Wealth Management..., Roth IRA, Mortgage Lending, Bonds, Nonprofits, Human Resources, Recruiting
Education
Ball State University 1980 — 1986
Bachelor of Science.
James Hundley, CFP®'s Raymond James Experience July 2007 - December 2012
Job Senior Vice President, Financial Consultant at Pinnacle Financial Partners
Industry Financial Services
Experience
Pinnacle Financial Partners, An Independent Firm January 2013 - Present
Raymond James July 2007 - December 2012
Godsey & Gibb Associates 2005 - 2006
Skills
Investments, Portfolio Management, Wealth Management, Securities, Investment Advisory, Financial Planning
Education
Boston University
Certificate in Financial Planning
University of Tennessee
BA, University Studies
University of Tennessee-Knoxville
Pinnacle Financial Partners, An Independent Firm January 2013 - Present
Raymond James July 2007 - December 2012
Godsey & Gibb Associates 2005 - 2006
Skills
Investments, Portfolio Management, Wealth Management, Securities, Investment Advisory, Financial Planning
Education
Boston University
Certificate in Financial Planning
University of Tennessee
BA, University Studies
University of Tennessee-Knoxville
Cheryl Budgett Cheryl Budgett's Raymond James Experience March 2009 - Present
Job President cFb Financial Services Financial Advisor Raymond James Financial
Industry Financial Services
Experience
Raymond James March 2009 - Present
UBS Financial Services March 1990 - March 2009
Skills
Wealth Management, Wealth Management..., Retirement Planning, Financial Services, Investments, Asset Allocation, Series 7, Mutual Funds, Investment Advisory, Finance, IRAs, Strategic Financial..., Fixed Annuities, Portfolio Management, Retirement, 401k, Alternative Investments, Asset Management, Financial Advisory, Equities, Fixed Income, Series 63, FINRA, Investment Strategies, Estate Planning, Wealth, Financial Planners, Securities, Investment Management, Uniform Combined State...
Education
Arizona State University 1977 — 1979
Education, Business
University of Missouri-Saint Louis 1975 — 1977
Business
Raymond James March 2009 - Present
UBS Financial Services March 1990 - March 2009
Skills
Wealth Management, Wealth Management..., Retirement Planning, Financial Services, Investments, Asset Allocation, Series 7, Mutual Funds, Investment Advisory, Finance, IRAs, Strategic Financial..., Fixed Annuities, Portfolio Management, Retirement, 401k, Alternative Investments, Asset Management, Financial Advisory, Equities, Fixed Income, Series 63, FINRA, Investment Strategies, Estate Planning, Wealth, Financial Planners, Securities, Investment Management, Uniform Combined State...
Education
Arizona State University 1977 — 1979
Education, Business
University of Missouri-Saint Louis 1975 — 1977
Business
J. Reid Prince, CFP®'s Raymond James Experience July 2010 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James July 2010 - Present
Raymond James Financial May 2009 - July 2009
Education
Baylor University - Hankamer School of Business 2006 — 2010
Bachelor's Degree, Finance and Entrepreneurship
Highland Park High School 2002 — 2006
Raymond James July 2010 - Present
Raymond James Financial May 2009 - July 2009
Education
Baylor University - Hankamer School of Business 2006 — 2010
Bachelor's Degree, Finance and Entrepreneurship
Highland Park High School 2002 — 2006
Jim Maske Jim Maske's Raymond James Experience May 2015 - Present
Job Corporate Construction Project Manager at Raymond James
Industry Financial Services
Experience
Raymond James May 2015 - Present
Meridian Development Group November 2014 - May 2015
Raymond James May 2010 - November 2014
MaskeBuilt LLC October 2009 - September 2010
The Beck Group September 2000 - February 2009
Skills
Construction, LEED, Construction Management, Contract Negotiation, Contract Management, Project Planning, Facilities Management, Management, Renovation, Concrete, Negotiation, Process Scheduler, MS Project, Building Envelope, Software Documentation, Project Management, Feasibility Studies
Education
Auburn University 1994 — 1999
BS, Building Construction
Raymond James May 2015 - Present
Meridian Development Group November 2014 - May 2015
Raymond James May 2010 - November 2014
MaskeBuilt LLC October 2009 - September 2010
The Beck Group September 2000 - February 2009
Skills
Construction, LEED, Construction Management, Contract Negotiation, Contract Management, Project Planning, Facilities Management, Management, Renovation, Concrete, Negotiation, Process Scheduler, MS Project, Building Envelope, Software Documentation, Project Management, Feasibility Studies
Education
Auburn University 1994 — 1999
BS, Building Construction
Debra Dynes Debra Dynes's Raymond James Experience 2005 - 2007
Job Executive Recruiting Coordinator at Spencer Stuart
Industry Staffing and Recruiting
Experience
Spencer Stuart March 2012 - Present
Jas Forwarding October 2010 - March 2012
H.I.G. Growth Partners May 2008 - August 2010
Raymond James 2005 - 2007
Skills
Spanish, Leadership, Training, Access, Event Planning, Customer Service, Microsoft Excel, Management, Event Management, Human Resources, Recruiting, Outlook, Executive Search, Team Building, Strategic Planning, Microsoft Office, Project Management, Operations Management, Social Networking, New Business Development, Research, Supply Chain, Consulting, Talent Acquisition, Transportation, Process Improvement, Logistics Management, International Logistics, Business Development
Education
Auburn University at Montgomery 1983 — 1988
BS/BA, Double Major: Marketing, Accounting
Spencer Stuart March 2012 - Present
Jas Forwarding October 2010 - March 2012
H.I.G. Growth Partners May 2008 - August 2010
Raymond James 2005 - 2007
Skills
Spanish, Leadership, Training, Access, Event Planning, Customer Service, Microsoft Excel, Management, Event Management, Human Resources, Recruiting, Outlook, Executive Search, Team Building, Strategic Planning, Microsoft Office, Project Management, Operations Management, Social Networking, New Business Development, Research, Supply Chain, Consulting, Talent Acquisition, Transportation, Process Improvement, Logistics Management, International Logistics, Business Development
Education
Auburn University at Montgomery 1983 — 1988
BS/BA, Double Major: Marketing, Accounting
Crystal Huber's Raymond James Experience 2008 - 2009
Job Sr. Business AnalystConsultant
Industry Information Technology and Services
Experience
Veredus Corporation December 2013 - Present
JP Morgan Chase November 2010 - December 2013
Bisk Education 2009 - 2010
Raymond James 2008 - 2009
JPMorgan Chase 2006 - 2008
Wachovia, A Wells Fargo Company 2000 - 2006
Bank of America 1998 - 2000
Alltel Information Services fka Systematics 1993 - 1999
First Citizens Bank 1990 - 1993
Skills
SharePoint, Business Analysis, Vendor Management, Visio, Marketing, Business Process..., SDLC, Process Improvement, CRM, Time Management, Requirements Analysis, Integration, Software Project..., Business Intelligence, Project Management, Management, Analysis, User Acceptance Testing, Software Documentation, Requirements Gathering, Consulting, SQL, Business Process, Leadership, Program Management, Awesomeness
Education
Arkansas State University 1990 — 1994
Chaparral Career College
Pikes Peak Community College
University of Arkansas at Little Rock
Veredus Corporation December 2013 - Present
JP Morgan Chase November 2010 - December 2013
Bisk Education 2009 - 2010
Raymond James 2008 - 2009
JPMorgan Chase 2006 - 2008
Wachovia, A Wells Fargo Company 2000 - 2006
Bank of America 1998 - 2000
Alltel Information Services fka Systematics 1993 - 1999
First Citizens Bank 1990 - 1993
Skills
SharePoint, Business Analysis, Vendor Management, Visio, Marketing, Business Process..., SDLC, Process Improvement, CRM, Time Management, Requirements Analysis, Integration, Software Project..., Business Intelligence, Project Management, Management, Analysis, User Acceptance Testing, Software Documentation, Requirements Gathering, Consulting, SQL, Business Process, Leadership, Program Management, Awesomeness
Education
Arkansas State University 1990 — 1994
Chaparral Career College
Pikes Peak Community College
University of Arkansas at Little Rock
Michael Fink Michael Fink's Raymond James Experience March 2012 - Present
Job Managing Director, Investments Carillon Group of Raymond James
Industry Financial Services
Experience
Raymond James March 2012 - Present
Skills
Series 7, Wealth Management, Portfolio Management, Fixed Income, Investment Advisory, Retirement Planning
Education
Columbia University in the City of New York 2012 — 2013
Certified Portfolio Manager, Investments and Securities
University of Dayton 1985 — 1987
Masters, Business Administration
Bowling Green State University 1976 — 1980
Bachelor of Science, Economics
Raymond James March 2012 - Present
Skills
Series 7, Wealth Management, Portfolio Management, Fixed Income, Investment Advisory, Retirement Planning
Education
Columbia University in the City of New York 2012 — 2013
Certified Portfolio Manager, Investments and Securities
University of Dayton 1985 — 1987
Masters, Business Administration
Bowling Green State University 1976 — 1980
Bachelor of Science, Economics
Bill Dietz Bill Dietz's Raymond James Experience June 2009 - Present
Job President at Dietz Financial Services, LLC
Industry Financial Services
Experience
Dietz Financial Services, LLC - An Independent Firm May 2013 - Present
Raymond James June 2009 - Present
Extraco Banks June 2009 - May 2013
UBS Wealth Management October 2004 - June 2009
Merrill Lynch October 1996 - October 2004
Waco Custom Stone September 1995 - October 1996
Texas National Bank of Waco June 1992 - September 1995
Skills
Investments, Financial Advisory, Retirement Planning, Portfolio Management, Investment Advisory, Public Speaking, Series 7, Wealth Management, Strategic Financial..., Estate Planning, Financial Services, Insurance, Securities, Investment Management, Finance, Investment Strategies, 401k, Asset Allocation, Retirement, Mutual Funds, Asset Management, Wealth Management..., Financial Planning
Education
Baylor University
B.A., Business Administration
Raymond James Institute of Investment Management Consulting
Investment Management Consultant
Wharton School of Business SIFMA Securities Industry Institute 2012 — 2014
Dietz Financial Services, LLC - An Independent Firm May 2013 - Present
Raymond James June 2009 - Present
Extraco Banks June 2009 - May 2013
UBS Wealth Management October 2004 - June 2009
Merrill Lynch October 1996 - October 2004
Waco Custom Stone September 1995 - October 1996
Texas National Bank of Waco June 1992 - September 1995
Skills
Investments, Financial Advisory, Retirement Planning, Portfolio Management, Investment Advisory, Public Speaking, Series 7, Wealth Management, Strategic Financial..., Estate Planning, Financial Services, Insurance, Securities, Investment Management, Finance, Investment Strategies, 401k, Asset Allocation, Retirement, Mutual Funds, Asset Management, Wealth Management..., Financial Planning
Education
Baylor University
B.A., Business Administration
Raymond James Institute of Investment Management Consulting
Investment Management Consultant
Wharton School of Business SIFMA Securities Industry Institute 2012 — 2014
Caitlin McLean's Raymond James Experience August 2010 - September 2011
Job Associate at Sherman & Company
Industry Investment Banking
Experience
Sherman & Company October 2011 - Present
Raymond James August 2010 - September 2011
Wunderlich Securities September 2009 - August 2010
KeyBanc Capital Markets June 2008 - January 2009
NorthPointe Capital June 2007 - August 2007
Skills
Insurance, Banking, New Business Development, Valuation, Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Mergers, Capital Markets, Microsoft Excel, Due Diligence, Accounting, Series 7, Series 63, Equities, Mergers & Acquisitions, Financial Services, Risk Management
Education
Albion College 2004 — 2008
Economics & Management, Economics, Finance, Spanish
Clarkston High School
Sherman & Company October 2011 - Present
Raymond James August 2010 - September 2011
Wunderlich Securities September 2009 - August 2010
KeyBanc Capital Markets June 2008 - January 2009
NorthPointe Capital June 2007 - August 2007
Skills
Insurance, Banking, New Business Development, Valuation, Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Mergers, Capital Markets, Microsoft Excel, Due Diligence, Accounting, Series 7, Series 63, Equities, Mergers & Acquisitions, Financial Services, Risk Management
Education
Albion College 2004 — 2008
Economics & Management, Economics, Finance, Spanish
Clarkston High School
Marc Schultz's Raymond James Experience April 2009 - Present
Job Sr. Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James April 2009 - Present
NatCity Investments January 2000 - March 2009
Sweetser Telephone and Comteck Internet Provider October 1995 - December 1999
Frontier Communications September 1985 - September 1995
Herdrich Boggs and Company October 1982 - October 1985
Skills
Series 7, Series 65
Education
Ball State University 1978 — 1982
BS, Accounting
Raymond James April 2009 - Present
NatCity Investments January 2000 - March 2009
Sweetser Telephone and Comteck Internet Provider October 1995 - December 1999
Frontier Communications September 1985 - September 1995
Herdrich Boggs and Company October 1982 - October 1985
Skills
Series 7, Series 65
Education
Ball State University 1978 — 1982
BS, Accounting
Scott Sibley Scott Sibley's Raymond James Experience November 2007 - Present
Job Senior Vice President, Investments
Industry Financial Services
Experience
Raymond James November 2007 - Present
Janney Montgomery Scott November 2000 - November 2007
Salomon Smith Barney November 1998 - October 2000
Prudential Securities Inc. November 1994 - January 1998
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Securities, Mutual Funds, Portfolio Management, Investments, Alternative Investments, Equities, Investment Strategies, Retirement, Strategic Financial..., Fixed Income
Education
Birmingham-Southern College 1982 — 1985
Bachelor of Business Administration (B.B.A.)
Raymond James November 2007 - Present
Janney Montgomery Scott November 2000 - November 2007
Salomon Smith Barney November 1998 - October 2000
Prudential Securities Inc. November 1994 - January 1998
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Securities, Mutual Funds, Portfolio Management, Investments, Alternative Investments, Equities, Investment Strategies, Retirement, Strategic Financial..., Fixed Income
Education
Birmingham-Southern College 1982 — 1985
Bachelor of Business Administration (B.B.A.)
Eduardo Andrade Eduardo Andrade's Raymond James Experience 1997 - 2001
Job Executive Director at Julius Baer
Industry Financial Services
Experience
Julius Baer September 2014 - Present
Banco Itau Europa International January 2011 - August 2014
Biscayne Financial Advisors January 2010 - December 2010
Mom Corps March 2010 - August 2010
BNP Paribas January 2007 - December 2009
Bank of America 2004 - 2007
JPMorgan Chase 2002 - 2004
Raymond James 1997 - 2001
Legg Mason 1997 - 1999
Skills
Banking, Wealth Management, Financial Services, Credit Risk, Portfolio Management, Investments, Securities, Due Diligence
Education
American University - Kogod School of Business 1999 — 2001
MBA, Finance
Colegio Javier 1982 — 1989
Bachelor of Sciense, Chemestry/Biology
Julius Baer September 2014 - Present
Banco Itau Europa International January 2011 - August 2014
Biscayne Financial Advisors January 2010 - December 2010
Mom Corps March 2010 - August 2010
BNP Paribas January 2007 - December 2009
Bank of America 2004 - 2007
JPMorgan Chase 2002 - 2004
Raymond James 1997 - 2001
Legg Mason 1997 - 1999
Skills
Banking, Wealth Management, Financial Services, Credit Risk, Portfolio Management, Investments, Securities, Due Diligence
Education
American University - Kogod School of Business 1999 — 2001
MBA, Finance
Colegio Javier 1982 — 1989
Bachelor of Sciense, Chemestry/Biology
Margaret Boisvert's Raymond James Experience May 2007 - December 2009
Job Vice President, Quality at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. January 2010 - July 2014
Raymond James May 2007 - December 2009
Raymond James 2004 - 2007
Raymond James Financial Inc. November 2002 - June 2004
Raymond James Financial Inc. November 2000 - November 2002
Raymond James Financial Inc. May 1997 - October 2000
Meredith & Grew 1989 - 1997
Skills
SDLC, Requirements Analysis, Software Development, Software Quality..., SQL, Business Analysis, SharePoint, Process Improvement, Microsoft SQL Server, Quality Center, Test Automation, MS Project, Requirements Gathering, Quality Assurance, Software Project..., Visio, Business Process..., Databases, Testing, Integration, Regression Testing, Software Engineering, User Acceptance Testing, Management, Business Process, Strategic Planning, Communication Skills, PeopleSoft, Product Development, Web Development, Leadership, Cross-functional Team..., IT Management, Troubleshooting, Program Management, PowerPoint, Microsoft Excel, HP Quality Center
Education
Boston University 1988 — 1990
Master of Music, French Horn Performance
Stetson University 1984 — 1988
Bachelor of Music, Music
Raymond James Financial Inc. January 2010 - July 2014
Raymond James May 2007 - December 2009
Raymond James 2004 - 2007
Raymond James Financial Inc. November 2002 - June 2004
Raymond James Financial Inc. November 2000 - November 2002
Raymond James Financial Inc. May 1997 - October 2000
Meredith & Grew 1989 - 1997
Skills
SDLC, Requirements Analysis, Software Development, Software Quality..., SQL, Business Analysis, SharePoint, Process Improvement, Microsoft SQL Server, Quality Center, Test Automation, MS Project, Requirements Gathering, Quality Assurance, Software Project..., Visio, Business Process..., Databases, Testing, Integration, Regression Testing, Software Engineering, User Acceptance Testing, Management, Business Process, Strategic Planning, Communication Skills, PeopleSoft, Product Development, Web Development, Leadership, Cross-functional Team..., IT Management, Troubleshooting, Program Management, PowerPoint, Microsoft Excel, HP Quality Center
Education
Boston University 1988 — 1990
Master of Music, French Horn Performance
Stetson University 1984 — 1988
Bachelor of Music, Music
Sarah J. Stewart's Raymond James Experience July 2008 - February 2009
Job Office Administrator at Roch Carrier Elementary School
Industry Executive Office
Experience
Roch Carrier Elementary School August 2012 - Present
Merivale High School November 2011 - August 2012
Ottawa-Carleton District School Board September 2009 - August 2011
Ottawa-Carleton District School Board July 2009 - August 2009
National Arts Centre April 2009 - June 2009
Raymond James July 2008 - February 2009
Canaccord Capital October 2007 - June 2008
BMO Nesbitt Burns October 2004 - October 2007
Desjardins October 2002 - October 2004
Skills
Investments, Securities, Strategic Financial..., Portfolio Management, Mutual Funds, Trading, Financial Analysis, Wealth Management, Equities, Retirement Planning, Bonds, Customer Service, Business Analysis, Research, Banking
Education
Algonquin College of Applied Arts and Technology 1997 — 1998
Office Administration
Roch Carrier Elementary School August 2012 - Present
Merivale High School November 2011 - August 2012
Ottawa-Carleton District School Board September 2009 - August 2011
Ottawa-Carleton District School Board July 2009 - August 2009
National Arts Centre April 2009 - June 2009
Raymond James July 2008 - February 2009
Canaccord Capital October 2007 - June 2008
BMO Nesbitt Burns October 2004 - October 2007
Desjardins October 2002 - October 2004
Skills
Investments, Securities, Strategic Financial..., Portfolio Management, Mutual Funds, Trading, Financial Analysis, Wealth Management, Equities, Retirement Planning, Bonds, Customer Service, Business Analysis, Research, Banking
Education
Algonquin College of Applied Arts and Technology 1997 — 1998
Office Administration
Lee Reed's Raymond James Experience
Job Database Administrator at Raymond James
Industry Financial Services
Experience
Raymond James
Skills
Oracle, PL/SQL, Database Administration, Database Design, Oracle RAC, Databases, SQL Tuning, Disaster Recovery, Performance Tuning, Requirements Analysis, SQL, SSRS, Unix, Enterprise Architecture, ETL, Database Admin, High Availability, Stored Procedures, Relational Databases, Systems Analysis, Software Documentation, VMware, .NET, Data Integration, Red Hat Linux, Business Analysis
Education
Ball State University 1988 — 1992
BS, Political Science
Raymond James
Skills
Oracle, PL/SQL, Database Administration, Database Design, Oracle RAC, Databases, SQL Tuning, Disaster Recovery, Performance Tuning, Requirements Analysis, SQL, SSRS, Unix, Enterprise Architecture, ETL, Database Admin, High Availability, Stored Procedures, Relational Databases, Systems Analysis, Software Documentation, VMware, .NET, Data Integration, Red Hat Linux, Business Analysis
Education
Ball State University 1988 — 1992
BS, Political Science
John Osbourne John Osbourne's Raymond James Experience October 1991 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James October 1991 - Present
Education
Aquinas College 1986 — 1990
BS, BA, Business Administration, Communication Arts, Entreprenurial Management
Raymond James October 1991 - Present
Education
Aquinas College 1986 — 1990
BS, BA, Business Administration, Communication Arts, Entreprenurial Management
Ronald Murphy's Raymond James Experience January 2003 - January 2005
Job VP Investor Relations and Corporate Business Development at Primo Medical Group
Industry Medical Devices
Experience
Primo Medical Group June 2006 - Present
Primo Medical Group June 2006 - Present
Seascape Wine and Spirits August 2011 - Present
Cardiosolutions Inc, May 2006 - Present
SG Cowen August 2005 - June 2006
Raymond James January 2003 - January 2005
Piper Jaffray 2002 - 2003
Merrill Lynch 1982 - 1996
Skills
Investor Relations, Venture Capital, Funding, Medical Devices, Banking, Equities, Private Equity, Mergers, Healthcare, Business Strategy, Alternative Investments, Investments, Financial Analysis, Valuation, Strategic Planning, Investment Banking, Trading, Corporate Finance, Start-ups, IPO, Market Research, Negotiation, Private Placements, Entrepreneurship, Corporate Development, Fundraising, Capital Markets, New Business Development, Mergers & Acquisitions, Strategy, Commercialization, Business Development, Due Diligence, Executive Management, Cross-functional Team..., Orthopedic, Product Development, Product Launch
Education
Bridgewater State College 1976 — 1980
B.S.
Dennis Yarmouth RHS
Dennis Yarmouth RHS
Dennis Yarmouth RHS
Primo Medical Group June 2006 - Present
Primo Medical Group June 2006 - Present
Seascape Wine and Spirits August 2011 - Present
Cardiosolutions Inc, May 2006 - Present
SG Cowen August 2005 - June 2006
Raymond James January 2003 - January 2005
Piper Jaffray 2002 - 2003
Merrill Lynch 1982 - 1996
Skills
Investor Relations, Venture Capital, Funding, Medical Devices, Banking, Equities, Private Equity, Mergers, Healthcare, Business Strategy, Alternative Investments, Investments, Financial Analysis, Valuation, Strategic Planning, Investment Banking, Trading, Corporate Finance, Start-ups, IPO, Market Research, Negotiation, Private Placements, Entrepreneurship, Corporate Development, Fundraising, Capital Markets, New Business Development, Mergers & Acquisitions, Strategy, Commercialization, Business Development, Due Diligence, Executive Management, Cross-functional Team..., Orthopedic, Product Development, Product Launch
Education
Bridgewater State College 1976 — 1980
B.S.
Dennis Yarmouth RHS
Dennis Yarmouth RHS
Dennis Yarmouth RHS
Michael Sinclair Michael Sinclair's Raymond James Experience July 2007 - July 2009
Job Managing Director Private Equity
Industry Financial Services
Experience
East West Bank January 2012 - Present
Silicon Valley Bank July 2009 - January 2012
Raymond James July 2007 - July 2009
TSG Equity Partners April 2000 - July 2002
BankBoston / FleetBoston Financial June 1997 - April 2000
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
Master of Business Administration (M.B.A.)
Bowdoin College 1993 — 1997
Bachelor's Degree, Biology major, Economics minor
East West Bank January 2012 - Present
Silicon Valley Bank July 2009 - January 2012
Raymond James July 2007 - July 2009
TSG Equity Partners April 2000 - July 2002
BankBoston / FleetBoston Financial June 1997 - April 2000
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
Master of Business Administration (M.B.A.)
Bowdoin College 1993 — 1997
Bachelor's Degree, Biology major, Economics minor
Paul Coulter Paul Coulter's Raymond James Experience 2004 - 2004
Job Account Director, Technology Conventions
Industry Hospitality
Experience
Walt Disney World Swan and Dolphin 2006 - Present
Freedom Scholars of America 2009 - Present
Starwood Hotels & Resorts October 2004 - Present
Westin Innisbrook Resort October 2004 - February 2006
Raymond James 2004 - 2004
Skills
Contract Negotiation, Key Account Development, Business Relationship..., Conferences, Hospitality, Event Management, Events, Hotels, Meeting Planning, Hospitality Industry, Hotel Management, Tourism, Customer Service, Sales, Event Planning, Food & Beverage, Resorts, Convention Services, Catering, Hospitality Management, Corporate Events, Hotel Booking, Entertainment, Revenue Analysis, Yield Management, Banquets, Pre-opening, Incentives, Time Management, Management, Front Office, Lodging, OnQ, Restaurants, Leisure, Property Management...
Education
Bowling Green State University 1999 — 2003
Bachelors, Business, English
Walt Disney World Swan and Dolphin 2006 - Present
Freedom Scholars of America 2009 - Present
Starwood Hotels & Resorts October 2004 - Present
Westin Innisbrook Resort October 2004 - February 2006
Raymond James 2004 - 2004
Skills
Contract Negotiation, Key Account Development, Business Relationship..., Conferences, Hospitality, Event Management, Events, Hotels, Meeting Planning, Hospitality Industry, Hotel Management, Tourism, Customer Service, Sales, Event Planning, Food & Beverage, Resorts, Convention Services, Catering, Hospitality Management, Corporate Events, Hotel Booking, Entertainment, Revenue Analysis, Yield Management, Banquets, Pre-opening, Incentives, Time Management, Management, Front Office, Lodging, OnQ, Restaurants, Leisure, Property Management...
Education
Bowling Green State University 1999 — 2003
Bachelors, Business, English
Mike Oursler, CEP® Mike Oursler, CEP®'s Raymond James Experience 2003 - Present
Job Vice President of Investments @ Raymond James
Industry Financial Services
Experience
Raymond James 2003 - Present
Principal Financial Group 2001 - 2003
State Farm July 1997 - September 2001
Education
Albion College 1993 — 1997
Bachelor of Science (BS), Economics & Management
Raymond James 2003 - Present
Principal Financial Group 2001 - 2003
State Farm July 1997 - September 2001
Education
Albion College 1993 — 1997
Bachelor of Science (BS), Economics & Management
Gilbert R. Maxwell Gilbert R. Maxwell's Raymond James Experience May 2009 - Present
Job Financial Advisor, Wealth Management Specialist Raymond James
Industry Investment Management
Experience
Raymond James May 2009 - Present
Smith Barney - Citigroup June 1993 - May 2009
Arizona Community College January 2000 - June 2001
Dean Witter, Morgan Stanley August 1983 - June 1993
Skills
Retirement Planning, Wealth Management, Finance, Portfolio Management, Retirement, Financial Advisory, Securities, Financial Services, Wealth Management..., Asset Allocation, Mutual Funds, Series 7, Management, Estate Planning
Education
BYU
Social-Psychology, Science
Santa Fe High School
HS Diploma, College Prep, Cerritos Jr College
Raymond James May 2009 - Present
Smith Barney - Citigroup June 1993 - May 2009
Arizona Community College January 2000 - June 2001
Dean Witter, Morgan Stanley August 1983 - June 1993
Skills
Retirement Planning, Wealth Management, Finance, Portfolio Management, Retirement, Financial Advisory, Securities, Financial Services, Wealth Management..., Asset Allocation, Mutual Funds, Series 7, Management, Estate Planning
Education
BYU
Social-Psychology, Science
Santa Fe High School
HS Diploma, College Prep, Cerritos Jr College
Joseph Tait Joseph Tait's Raymond James Experience August 2008 - Present
Job CFA, Managing Director at Raymond James
Industry Investment Banking
Experience
Raymond James August 2008 - Present
UBS Investment Bank August 2000 - June 2008
Bear Stearns August 1995 - August 2000
Sabbatical - Global Travel February 1993 - July 1994
Goldman Sachs August 1986 - February 1993
Education
Binghamton University
B. Sc., Mathematics & Political Science
Raymond James August 2008 - Present
UBS Investment Bank August 2000 - June 2008
Bear Stearns August 1995 - August 2000
Sabbatical - Global Travel February 1993 - July 1994
Goldman Sachs August 1986 - February 1993
Education
Binghamton University
B. Sc., Mathematics & Political Science
Mark Levin Mark Levin's Raymond James Experience August 2004 - March 2007
Job College Funding Consultant at Secure Your College
Industry Financial Services
Experience
Secure Your College August 2014 - Present
Secure Your World April 2010 - Present
Lincoln Financial Advisors April 2009 - April 2010
Legend Equities April 2007 - April 2009
Raymond James August 2004 - March 2007
Allstate Financial June 2001 - June 2004
Waddell & Reed Financial Services September 1998 - June 2001
Skills
Financial Planning, Retirement Income..., Long-term Care, Disability Insurance, Estate Planning, Asset Protection, Maximizing Group..., Retirement Planning, Strategic Financial..., Tax, Retirement, Long Term Care Insurance, Term Life Insurance, Health Insurance, Series 7, Whole Life, Insurance, Investments, Mutual Funds, Financial Advisory, Wealth Management, Small Business, Investment Strategies, IRAs, Employee Benefits, Income Protection, Financial Planners, 401k, Pensions, Wealth, Wealth Accumulation, Fixed Annuities, Universal Life, Asset Allocation, Wealth Management..., Life Insurance, Finance, Roth IRA, Financial Services, Variable Annuities
Education
American University 1974 — 1977
BA, Government and Public Administation
Mather Highschool 1970 — 1974
HS Diploma, General Studies
Secure Your College August 2014 - Present
Secure Your World April 2010 - Present
Lincoln Financial Advisors April 2009 - April 2010
Legend Equities April 2007 - April 2009
Raymond James August 2004 - March 2007
Allstate Financial June 2001 - June 2004
Waddell & Reed Financial Services September 1998 - June 2001
Skills
Financial Planning, Retirement Income..., Long-term Care, Disability Insurance, Estate Planning, Asset Protection, Maximizing Group..., Retirement Planning, Strategic Financial..., Tax, Retirement, Long Term Care Insurance, Term Life Insurance, Health Insurance, Series 7, Whole Life, Insurance, Investments, Mutual Funds, Financial Advisory, Wealth Management, Small Business, Investment Strategies, IRAs, Employee Benefits, Income Protection, Financial Planners, 401k, Pensions, Wealth, Wealth Accumulation, Fixed Annuities, Universal Life, Asset Allocation, Wealth Management..., Life Insurance, Finance, Roth IRA, Financial Services, Variable Annuities
Education
American University 1974 — 1977
BA, Government and Public Administation
Mather Highschool 1970 — 1974
HS Diploma, General Studies
Joseph Cunneff's Raymond James Experience 2014 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James 2014 - Present
Raymond James November 2004 - Present
UBS January 1988 - November 2004
Skills
Commodity futures..., Investments, Insurance, Retirement Planning, Employee Benefits, Finance, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Series 63, Securities, Strategic Financial..., Portfolio Management, Asset Management, Equities, Financial Services, Alternative Investments, Financial Analysis, Risk Management, Retirement, Bonds, Options, Fixed Income, Financial Markets, Hedge Funds, Trading, FINRA, Financial Advisory
Education
Boston College 1977 — 1979
Economics, Philosophy
Seton Hall University 1975 — 1976
Red Bank Catholic 1971 — 1975
Raymond James 2014 - Present
Raymond James November 2004 - Present
UBS January 1988 - November 2004
Skills
Commodity futures..., Investments, Insurance, Retirement Planning, Employee Benefits, Finance, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Series 63, Securities, Strategic Financial..., Portfolio Management, Asset Management, Equities, Financial Services, Alternative Investments, Financial Analysis, Risk Management, Retirement, Bonds, Options, Fixed Income, Financial Markets, Hedge Funds, Trading, FINRA, Financial Advisory
Education
Boston College 1977 — 1979
Economics, Philosophy
Seton Hall University 1975 — 1976
Red Bank Catholic 1971 — 1975
Kevin Zylstra, CFP® Kevin Zylstra, CFP®'s Raymond James Experience November 2013 - January 2015
Job National Account Representative at FINANCIALCORP Equipment Finance
Industry Financial Services
Experience
FINANCIALCORP Equipment Finance January 2015 - Present
Raymond James November 2013 - January 2015
Global Wealth Consultants, LLC December 2011 - November 2013
New England Financial June 1998 - December 2011
Waddell & Reed June 1994 - June 1998
Skills
Investment Advisory, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Asset Allocation, Estate Planning, Retirement Planning, Insurance Brokerage
Education
College for Financial Planning 1996 — 2001
CFP, Certified Financial Planner study program
Northwestern College _ Iowa 1991 — 1994
BA, Business Finance
FINANCIALCORP Equipment Finance January 2015 - Present
Raymond James November 2013 - January 2015
Global Wealth Consultants, LLC December 2011 - November 2013
New England Financial June 1998 - December 2011
Waddell & Reed June 1994 - June 1998
Skills
Investment Advisory, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Asset Allocation, Estate Planning, Retirement Planning, Insurance Brokerage
Education
College for Financial Planning 1996 — 2001
CFP, Certified Financial Planner study program
Northwestern College _ Iowa 1991 — 1994
BA, Business Finance
Liz (McKenzie) Smith's Raymond James Experience 1994 - 1997
Job AVP, Relationship Associate
Industry Financial Services
Experience
Credit Suisse Securities (USA) LLC June 2015 - Present
Wells Fargo Advisors January 2011 - June 2015
Raymond James Financial Inc. May 2006 - January 2011
Prudential Financial 2000 - 2002
Paine Webber 1997 - 2000
Raymond James 1994 - 1997
Flack & Kurtz 1986 - 1990
Skills
Investments, Microsoft Office, Microsoft Word, Outlook, Marketing, Fixed Annuities, PowerPoint, Public Speaking, Financial Advisory, Financial Services, Customer Service, English, Windows, Teaching, Photoshop, Negotiation, Editing
Education
Bergen Community College 1984 — 1986
Associate's degree, Marketing/Marketing Management, General
Credit Suisse Securities (USA) LLC June 2015 - Present
Wells Fargo Advisors January 2011 - June 2015
Raymond James Financial Inc. May 2006 - January 2011
Prudential Financial 2000 - 2002
Paine Webber 1997 - 2000
Raymond James 1994 - 1997
Flack & Kurtz 1986 - 1990
Skills
Investments, Microsoft Office, Microsoft Word, Outlook, Marketing, Fixed Annuities, PowerPoint, Public Speaking, Financial Advisory, Financial Services, Customer Service, English, Windows, Teaching, Photoshop, Negotiation, Editing
Education
Bergen Community College 1984 — 1986
Associate's degree, Marketing/Marketing Management, General
Steven Twomey's Raymond James Experience 2010 - 2012
Job Senior Associate at Summit Partners
Industry Venture Capital & Private Equity
Experience
Summit Partners July 2012 - Present
Raymond James 2010 - 2012
Goldman Sachs 2009 - 2009
Education
Boston College
BS, Management (Finance); Economics
Summit Partners July 2012 - Present
Raymond James 2010 - 2012
Goldman Sachs 2009 - 2009
Education
Boston College
BS, Management (Finance); Economics
Jake Katz Jake Katz's Raymond James Experience June 2014 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James June 2014 - Present
Education
State University of New York at Binghamton 2007 — 2011
Bachelor of Arts (BA), Chemistry, 3.5
Raymond James June 2014 - Present
Education
State University of New York at Binghamton 2007 — 2011
Bachelor of Arts (BA), Chemistry, 3.5
Ashley Thomason, AAMS®'s Raymond James Experience April 2009 - Present
Job Senior Registered Client Service Associate Forrest Thompson Wealth Management of Raymond James
Industry Investment Management
Experience
Raymond James April 2009 - Present
Salvation Army Women's Auxiliary 2014 - 2015
Merrill Lynch April 2005 - April 2009
Skills
Retirement Planning, Financial Services, Wealth Management, Series 63, Management, Securities, Asset Allocation, Finance, Series 7, Marketing, Investments, Financial Advisory
Education
Anderson University (SC) 2000 — 2004
Bachelor of Science (BS), Human Resource Business Management
Raymond James April 2009 - Present
Salvation Army Women's Auxiliary 2014 - 2015
Merrill Lynch April 2005 - April 2009
Skills
Retirement Planning, Financial Services, Wealth Management, Series 63, Management, Securities, Asset Allocation, Finance, Series 7, Marketing, Investments, Financial Advisory
Education
Anderson University (SC) 2000 — 2004
Bachelor of Science (BS), Human Resource Business Management
Alan Travis Alan Travis's Raymond James Experience June 1997 - August 1998
Job Ryder, Director Business Development, National Sales
Industry Transportation/Trucking/Railroad
Experience
Ryder System, Inc. April 2004 - Present
Penske Truck Leasing August 1998 - March 2004
Raymond James June 1997 - August 1998
Rollins Truck Leasing February 1995 - June 1997
Rollins Truck Leasing February 1994 - February 1995
Rollins Truck Leasing February 1991 - February 1994
Rollins Truck Leasing October 1989 - February 1991
Skills
Trucking, Fleet Management, Vehicles, Transportation, Logistics, finance, New Business Development, Account Management, Consultative Selling, Sales Presentations, Business Development, Cold Calling, Forecasting, Income Statement, Pricing, Reverse Logistics, Sales, Sales Management, Sales Operations, Selling, Container, Transportation..., Truckload, Operations Management, 3PL, Finance, P
Education
Auburn University 1985 — 1988
Bachelor of Science, Finance, December 1988, Finance, Accounting, Marketing
Ryder System, Inc. April 2004 - Present
Penske Truck Leasing August 1998 - March 2004
Raymond James June 1997 - August 1998
Rollins Truck Leasing February 1995 - June 1997
Rollins Truck Leasing February 1994 - February 1995
Rollins Truck Leasing February 1991 - February 1994
Rollins Truck Leasing October 1989 - February 1991
Skills
Trucking, Fleet Management, Vehicles, Transportation, Logistics, finance, New Business Development, Account Management, Consultative Selling, Sales Presentations, Business Development, Cold Calling, Forecasting, Income Statement, Pricing, Reverse Logistics, Sales, Sales Management, Sales Operations, Selling, Container, Transportation..., Truckload, Operations Management, 3PL, Finance, P
Education
Auburn University 1985 — 1988
Bachelor of Science, Finance, December 1988, Finance, Accounting, Marketing
Philip Spencer's Raymond James Experience July 2013 - July 2015
Job Private Equity Associate at Tritium Partners
Industry Venture Capital & Private Equity
Experience
Tritium Partners July 2015 - Present
Raymond James July 2013 - July 2015
Baylor Angel Network January 2012 - May 2013
Baylor University August 2012 - December 2012
Raymond James May 2012 - July 2012
Goldman Sachs June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Education
Baylor University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Minor in English
Tritium Partners July 2015 - Present
Raymond James July 2013 - July 2015
Baylor Angel Network January 2012 - May 2013
Baylor University August 2012 - December 2012
Raymond James May 2012 - July 2012
Goldman Sachs June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Education
Baylor University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Minor in English
John Fielding Myers's Raymond James Experience January 2012 - Present
Job Fixed Income Broker at Raymond James
Industry Financial Services
Experience
Raymond James January 2012 - Present
Morgan Keegan February 2011 - January 2012
Morgan Keegan February 2010 - February 2011
KPMG LLP July 2007 - February 2010
Skills
CPA, Series 7, Series 63
Education
University of Mississippi 2006 — 2007
Masters, Accounting
Auburn University 2002 — 2006
BSBA, Accounting
Raymond James January 2012 - Present
Morgan Keegan February 2011 - January 2012
Morgan Keegan February 2010 - February 2011
KPMG LLP July 2007 - February 2010
Skills
CPA, Series 7, Series 63
Education
University of Mississippi 2006 — 2007
Masters, Accounting
Auburn University 2002 — 2006
BSBA, Accounting
Dawna Larson's Raymond James Experience November 2008 - Present
Job Vice President, Investments, Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James November 2008 - Present
UBS Financial Svc Inc March 2006 - November 2008
Salomon Smith Barney May 2002 - March 2006
Everen Securities 1997 - 1999
Skills
Investments, Series 7, Securities, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Financial Services, Investment Advisory
Education
Angelo State University 1980 — 1985
James Madison High School 1976 — 1980
Raymond James November 2008 - Present
UBS Financial Svc Inc March 2006 - November 2008
Salomon Smith Barney May 2002 - March 2006
Everen Securities 1997 - 1999
Skills
Investments, Series 7, Securities, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Financial Services, Investment Advisory
Education
Angelo State University 1980 — 1985
James Madison High School 1976 — 1980
Amanda Jowers, MBA, CFP®'s Raymond James Experience May 2013 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Raymond James May 2013 - Present
Summit Bank, NA February 2008 - May 2013
Skills
Investments, Commercial Lending, Leadership, Mortgage Lending, Loans, Financial Risk, Commercial Banking, Banking, Finance, Financial Advisory, Marketing, Project Planning, Securities, Credit
Education
College for Financial Planning 2014 — 2015
CERTIFIED FINANCIAL PLANNER™
College for Financial Planning 2013 — 2015
Accredited Asset Management Specialist SM
Florida State University 2000 — 2002
Masters of Business Administration
Auburn University 1992 — 1996
Bachelor of Science (B.S.), Marketing
WA Berry High School
Raymond James May 2013 - Present
Summit Bank, NA February 2008 - May 2013
Skills
Investments, Commercial Lending, Leadership, Mortgage Lending, Loans, Financial Risk, Commercial Banking, Banking, Finance, Financial Advisory, Marketing, Project Planning, Securities, Credit
Education
College for Financial Planning 2014 — 2015
CERTIFIED FINANCIAL PLANNER™
College for Financial Planning 2013 — 2015
Accredited Asset Management Specialist SM
Florida State University 2000 — 2002
Masters of Business Administration
Auburn University 1992 — 1996
Bachelor of Science (B.S.), Marketing
WA Berry High School
Scott Bishop, MBA, CFP®'s Raymond James Experience February 2013 - Present
Job Wealth Management at Signature Financial Group of Raymond James Serving Wealthy Families & Southern Company Employees
Industry Financial Services
Experience
Raymond James February 2013 - Present
USAF/Air National Guard 2001 - Present
Cetera Financial Group March 2009 - February 2013
Merrill Lynch 2008 - 2009
Skills
Retirement Planning, Investment Strategies, Strategic Financial..., Risk Management, Estate Planning, Asset Management, Life Insurance, Personal Finance, Portfolio Management
Education
College for Financial Planning 2013 — 2015
Certified Financial Planner™
College for Financial Planning 2013 — 2013
Accredited Asset Management Specialist (AAMS®)
Auburn University, College of Business 2009 — 2012
Master of Business Administration, Finance
Auburn University, College of Business 1997 — 2001
Bachelors of Science in Aviation Management
Raymond James February 2013 - Present
USAF/Air National Guard 2001 - Present
Cetera Financial Group March 2009 - February 2013
Merrill Lynch 2008 - 2009
Skills
Retirement Planning, Investment Strategies, Strategic Financial..., Risk Management, Estate Planning, Asset Management, Life Insurance, Personal Finance, Portfolio Management
Education
College for Financial Planning 2013 — 2015
Certified Financial Planner™
College for Financial Planning 2013 — 2013
Accredited Asset Management Specialist (AAMS®)
Auburn University, College of Business 2009 — 2012
Master of Business Administration, Finance
Auburn University, College of Business 1997 — 2001
Bachelors of Science in Aviation Management
Phoenix Zhong Phoenix Zhong's Raymond James Experience January 2014 - Present
Job Investment/Portfolio Investment at Raymond James
Industry Investment Management
Experience
Raymond James January 2014 - Present
Skills
Manager Selection, Portfolio Optimization, Risk Assessment, Investment Strategies, Financial Modeling, Equity Capital Markets, Asset Management, Alternative Investments, Morningstar, FactSet, Bloomberg, Capital IQ, R, SAS, SPSS, VBA, JMP, Tableau, SQL, C++, Stata, Excel Models, Microsoft Office
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2014
Master's degree, Applied Finance
Jiangsu University of Science and Technology 2009 — 2013
Bachelor of Economics, Financial Engineering, 3.84/4
Raymond James January 2014 - Present
Skills
Manager Selection, Portfolio Optimization, Risk Assessment, Investment Strategies, Financial Modeling, Equity Capital Markets, Asset Management, Alternative Investments, Morningstar, FactSet, Bloomberg, Capital IQ, R, SAS, SPSS, VBA, JMP, Tableau, SQL, C++, Stata, Excel Models, Microsoft Office
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2014
Master's degree, Applied Finance
Jiangsu University of Science and Technology 2009 — 2013
Bachelor of Economics, Financial Engineering, 3.84/4
Jon Beckmann Jon Beckmann's Raymond James Experience April 2006 - August 2006
Job Lead Full Stack Developer & Media Specialist at Automation & Modular Components
Industry Internet
Experience
Automation & Modular Components July 2015 - Present
Block Pirate Creative October 2013 - Present
OMD March 2010 - May 2011
OMD June 2008 - March 2010
Raymond James April 2006 - August 2006
New Line Cinema January 2006 - April 2006
SONY BMG April 2005 - August 2005
TRICO April 2004 - August 2004
Michigan Sports Television August 2003 - April 2004
Skills
Web Design, Web Development, Front-end Coding, Front-end Design, Back-end Programming, HTML 5, CSS3, WordPress, PHP, Photoshop, Facebook, Advertising, Digital Media, Media Planning, Newsletters, Digital Strategy, Digital Marketing, Mobile Marketing, Media Buying, Integrated Marketing, Interactive Marketing, Online Advertising, Social Media Marketing, Publishing, New Media, SEM, Social Media, Online Marketing, Google Analytics, JavaScript, jQuery, SEO
Education
Oakland Community College 2011 — 2015
Associate's Degree, Computer Science
Belmont University 2004 — 2007
BBA, Entertainment & Music Business, Entrepreneurship
John Cabot University 2005 — 2005
BBA, International Business
University of Michigan 2002 — 2004
LS&A
Rochester Adams High 1998 — 2002
High School Diploma
Automation & Modular Components July 2015 - Present
Block Pirate Creative October 2013 - Present
OMD March 2010 - May 2011
OMD June 2008 - March 2010
Raymond James April 2006 - August 2006
New Line Cinema January 2006 - April 2006
SONY BMG April 2005 - August 2005
TRICO April 2004 - August 2004
Michigan Sports Television August 2003 - April 2004
Skills
Web Design, Web Development, Front-end Coding, Front-end Design, Back-end Programming, HTML 5, CSS3, WordPress, PHP, Photoshop, Facebook, Advertising, Digital Media, Media Planning, Newsletters, Digital Strategy, Digital Marketing, Mobile Marketing, Media Buying, Integrated Marketing, Interactive Marketing, Online Advertising, Social Media Marketing, Publishing, New Media, SEM, Social Media, Online Marketing, Google Analytics, JavaScript, jQuery, SEO
Education
Oakland Community College 2011 — 2015
Associate's Degree, Computer Science
Belmont University 2004 — 2007
BBA, Entertainment & Music Business, Entrepreneurship
John Cabot University 2005 — 2005
BBA, International Business
University of Michigan 2002 — 2004
LS&A
Rochester Adams High 1998 — 2002
High School Diploma
Steve Hardwick Steve Hardwick's Raymond James Experience October 2012 - Present
Job Hardwick Group of Raymond James
Industry Financial Services
Experience
Raymond James October 2012 - Present
Skills
Financial Planning, Investments, High Net Worth..., Retirement, Strategic Financial..., Financial Services, Wealth Management, Asset Allocation, Estate Planning, Wealth Management..., Investment Banking, Retirement Planning, Asset Management, Finance, Portfolio Management, Strategic Planning, Investment Advisory, Wealth, Investment Strategies, Financial Advisory
Education
Belmont University 1974 — 1976
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Belmont University 1974 — 1976
Bachelor of Business Administration (B.B.A.), BBA
Raymond James October 2012 - Present
Skills
Financial Planning, Investments, High Net Worth..., Retirement, Strategic Financial..., Financial Services, Wealth Management, Asset Allocation, Estate Planning, Wealth Management..., Investment Banking, Retirement Planning, Asset Management, Finance, Portfolio Management, Strategic Planning, Investment Advisory, Wealth, Investment Strategies, Financial Advisory
Education
Belmont University 1974 — 1976
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Belmont University 1974 — 1976
Bachelor of Business Administration (B.B.A.), BBA
Nancy Ambrose Nancy Ambrose's Raymond James Experience December 2011 - June 2013
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2013 - Present
Raymond James December 2011 - June 2013
Fifth Avenue Advisors LLC October 2011 - December 2011
Nature's Select January 2011 - August 2011
Concert Wealth Management, Inc. December 2009 - August 2010
Morgan Stanley Smith Barney August 2008 - December 2009
Wachovia Securities September 2006 - August 2008
Nature's Select August 2003 - August 2006
Education
Arizona State University 2002 — 2006
Bachelor of Science, Business Administration
Wells Fargo Advisors, LLC August 2013 - Present
Raymond James December 2011 - June 2013
Fifth Avenue Advisors LLC October 2011 - December 2011
Nature's Select January 2011 - August 2011
Concert Wealth Management, Inc. December 2009 - August 2010
Morgan Stanley Smith Barney August 2008 - December 2009
Wachovia Securities September 2006 - August 2008
Nature's Select August 2003 - August 2006
Education
Arizona State University 2002 — 2006
Bachelor of Science, Business Administration
Derek Erwin's Raymond James Experience July 2007 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James July 2007 - Present
AG Edwards & Sons Inc. July 2006 - July 2007
Education
Bradley University 2002 — 2006
Bachelor's degree, Business Economics
Raymond James July 2007 - Present
AG Edwards & Sons Inc. July 2006 - July 2007
Education
Bradley University 2002 — 2006
Bachelor's degree, Business Economics
Teresa Finney AIF®'s Raymond James Experience February 2011 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2011 - Present
Morgan Stanley Smith Barney March 1982 - February 2011
Skills
Investment Advisory, Securities, Wealth Management, Financial Advisory, Portfolio Management, Investment Strategies, Strategic Financial..., Retirement Planning, Wealth Management..., Alternative Investments, Strategy, Insurance, Investments, Strategic Planning, Finance, Mergers & Acquisitions, IRAs, Wealth, Mutual Funds, ETFs, Retirement, Financial Planners, Management
Education
Babson College
University of Houston
Raymond James February 2011 - Present
Morgan Stanley Smith Barney March 1982 - February 2011
Skills
Investment Advisory, Securities, Wealth Management, Financial Advisory, Portfolio Management, Investment Strategies, Strategic Financial..., Retirement Planning, Wealth Management..., Alternative Investments, Strategy, Insurance, Investments, Strategic Planning, Finance, Mergers & Acquisitions, IRAs, Wealth, Mutual Funds, ETFs, Retirement, Financial Planners, Management
Education
Babson College
University of Houston
Susan Crist Susan Crist's Raymond James Experience June 2014 - Present
Job Registered Sales Associate @ Raymond James
Industry Financial Services
Experience
Raymond James June 2014 - Present
Morgan Stanley Smith Barney December 2007 - May 2014
Merrill Lynch May 1997 - December 2007
Education
Arcadia University 2010 — 2011
Raymond James June 2014 - Present
Morgan Stanley Smith Barney December 2007 - May 2014
Merrill Lynch May 1997 - December 2007
Education
Arcadia University 2010 — 2011
Cory S. McNulty, CPA Cory S. McNulty, CPA's Raymond James Experience October 2007 - Present
Job Financial Advisor at Raymond James and Tax Advisor with McNulty Financial Strategies, Inc.
Industry Financial Services
Experience
McNulty Financial Strategies, Inc., An Independent Firm. January 2010 - Present
Raymond James October 2007 - Present
Skills
Investments, Series 7, Disability Insurance, Financial Advisory, Securities, Retirement Planning, Finance, Life Insurance, Financial Services, Investment Advisory, Asset Allocation, Uniform Combined State..., Strategic Financial..., 401k
Education
The University of Texas at Arlington 2010 — 2012
Masters Professional Accounting, Accounting
Baylor University 2001 — 2005
Bachelor’s Degree
McNulty Financial Strategies, Inc., An Independent Firm. January 2010 - Present
Raymond James October 2007 - Present
Skills
Investments, Series 7, Disability Insurance, Financial Advisory, Securities, Retirement Planning, Finance, Life Insurance, Financial Services, Investment Advisory, Asset Allocation, Uniform Combined State..., Strategic Financial..., 401k
Education
The University of Texas at Arlington 2010 — 2012
Masters Professional Accounting, Accounting
Baylor University 2001 — 2005
Bachelor’s Degree
Scott Altman CFP ® Scott Altman CFP ®'s Raymond James Experience June 2012 - Present
Job Raymond James
Industry Financial Services
Experience
Raymond James June 2012 - Present
Wells Fargo Advisors LLC January 2008 - July 2012
MORGAN STANLEY January 1995 - January 2008
Smith Barney January 1983 - January 1995
EQUITABLE LIFE ASSURANCE January 1981 - January 1983
Skills
Financial Planning, Retirement Planning, Portfolio Management, Strategic Financial..., Investments, Retirement, Management
Education
American College 2014 — 2014
RICP®
American College 2001 — 2003
CFP ®, CERTIFIED FINANCIAL PLANNER™
Bowling Green State University 1977 — 1981
Bachelor of Science, Marketing
Raymond James June 2012 - Present
Wells Fargo Advisors LLC January 2008 - July 2012
MORGAN STANLEY January 1995 - January 2008
Smith Barney January 1983 - January 1995
EQUITABLE LIFE ASSURANCE January 1981 - January 1983
Skills
Financial Planning, Retirement Planning, Portfolio Management, Strategic Financial..., Investments, Retirement, Management
Education
American College 2014 — 2014
RICP®
American College 2001 — 2003
CFP ®, CERTIFIED FINANCIAL PLANNER™
Bowling Green State University 1977 — 1981
Bachelor of Science, Marketing
Edward Moffitt Edward Moffitt's Raymond James Experience December 2008 - July 2013
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2013 - Present
Raymond James December 2008 - July 2013
Merrill Lynch October 1997 - December 2008
Skills
Investments, Finance, Wealth Management, Mutual Funds, Estate Planning...
Education
Boston College
M.B.A., Finance
Malden High School - Malden, MA
High School Diploma
University of South Florida
Finance
Worcester Academy - Worcester, MA
High School/Secondary Diplomas and Certificates
Worcester Polytechnic Institute
B.S., Mechanical Engineering
Wells Fargo Advisors, LLC July 2013 - Present
Raymond James December 2008 - July 2013
Merrill Lynch October 1997 - December 2008
Skills
Investments, Finance, Wealth Management, Mutual Funds, Estate Planning...
Education
Boston College
M.B.A., Finance
Malden High School - Malden, MA
High School Diploma
University of South Florida
Finance
Worcester Academy - Worcester, MA
High School/Secondary Diplomas and Certificates
Worcester Polytechnic Institute
B.S., Mechanical Engineering
James Michael Moyer,CRPC®, AIF®, AAMS® James Michael Moyer,CRPC®, AIF®, AAMS®'s Raymond James Experience April 2013 - Present
Job Associate Vice President, Investments
Industry Financial Services
Experience
Raymond James April 2013 - Present
Morgan Keegan and Company January 2007 - April 2013
American Express Financial Advisors March 2005 - January 2007
Education
Auburn University 2000 — 2004
Agricultural Business and Economics
Cullman High School 1996 — 2000
Raymond James April 2013 - Present
Morgan Keegan and Company January 2007 - April 2013
American Express Financial Advisors March 2005 - January 2007
Education
Auburn University 2000 — 2004
Agricultural Business and Economics
Cullman High School 1996 — 2000
Bill Bundy Bill Bundy's Raymond James Experience January 2011 - Present
Job Financial Advisor at Raymond James Financial Services, Inc. located at Bank of Colorado
Industry Financial Services
Experience
Raymond James January 2011 - Present
Hewlett-Packard June 1989 - December 2010
Education
University of Pennsylvania - The Wharton School
EDP, Executive Development Program
Colorado State University
MBA
Arizona State University, W. P. Carey School of Business
BS, Computer Information Systems
Raymond James January 2011 - Present
Hewlett-Packard June 1989 - December 2010
Education
University of Pennsylvania - The Wharton School
EDP, Executive Development Program
Colorado State University
MBA
Arizona State University, W. P. Carey School of Business
BS, Computer Information Systems
Paul Elkjer Paul Elkjer's Raymond James Experience July 2000 - Present
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James July 2000 - Present
J.C. Bradford January 1998 - July 2000
Principal Securities February 1992 - February 1998
Education
Baylor University - Hankamer School of Business 1990 — 1991
MBA, Finance
University of North Texas 1983 — 1988
BBA, Management
Raymond James July 2000 - Present
J.C. Bradford January 1998 - July 2000
Principal Securities February 1992 - February 1998
Education
Baylor University - Hankamer School of Business 1990 — 1991
MBA, Finance
University of North Texas 1983 — 1988
BBA, Management
Bret Mason Bret Mason's Raymond James Experience April 2006 - Present
Job Senior Vice President, Investments, WMS, AAMS, CRPS
Industry Financial Services
Experience
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 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
Jason Llewellyn, CPA, PFS, CDFA's Raymond James Experience September 2008 - June 2015
Job Director at Holistic Financial Partners, LLC
Industry Financial Services
Experience
Holistic Financial Partners, LLC June 2015 - Present
Raymond James September 2008 - June 2015
Clifton Gunderson LLP June 1999 - September 2008
Skills
Strategic Financial..., Finance, Financial Advisory, Investments, Tax, Financial Services, High Net Worth..., Management, Securities, CPA, Financial Analysis
Education
Ball State University - College of Business 1994 — 1999
BS, Accounting
Terre Haute North 1990 — 1994
Holistic Financial Partners, LLC June 2015 - Present
Raymond James September 2008 - June 2015
Clifton Gunderson LLP June 1999 - September 2008
Skills
Strategic Financial..., Finance, Financial Advisory, Investments, Tax, Financial Services, High Net Worth..., Management, Securities, CPA, Financial Analysis
Education
Ball State University - College of Business 1994 — 1999
BS, Accounting
Terre Haute North 1990 — 1994
Derek Boone's Raymond James Experience August 2009 - September 2009
Job IT Consultant at Vanderbilt University Medical Center
Industry Information Technology and Services
Experience
Vanderbilt University Medical Center September 2015 - Present
InfoWorks, Inc. January 2015 - August 2015
Urban Science July 2012 - December 2014
Extraprise January 2011 - July 2012
IANS - The Institute for Applied Network Security May 2010 - August 2010
Raymond James August 2009 - September 2009
Skills
SQL, ETL, SSIS, SSRS, Microsoft SQL Server, Tableau, Business Intelligence, Microsoft Office, Logi Info, CSS, Visual Studio, VBA, IIS, Salesforce.com, TFS, Google Analytics, Business Requirements, Analysis
Education
Boston College 2007 — 2011
Bachelor of Science (B.S.), Information Systems, Finance, Marketing
Pope John Paul II High School 2004 — 2007
Vanderbilt University Medical Center September 2015 - Present
InfoWorks, Inc. January 2015 - August 2015
Urban Science July 2012 - December 2014
Extraprise January 2011 - July 2012
IANS - The Institute for Applied Network Security May 2010 - August 2010
Raymond James August 2009 - September 2009
Skills
SQL, ETL, SSIS, SSRS, Microsoft SQL Server, Tableau, Business Intelligence, Microsoft Office, Logi Info, CSS, Visual Studio, VBA, IIS, Salesforce.com, TFS, Google Analytics, Business Requirements, Analysis
Education
Boston College 2007 — 2011
Bachelor of Science (B.S.), Information Systems, Finance, Marketing
Pope John Paul II High School 2004 — 2007
Mark Colaco's Raymond James Experience August 2003 - Present
Job Associate Vice President, Investments, Raymond James
Industry Financial Services
Experience
Raymond James August 2003 - Present
Education
Georgetown University - The McDonough School of Business 2007 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
Baylor University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance & International Business
Raymond James August 2003 - Present
Education
Georgetown University - The McDonough School of Business 2007 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
Baylor University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance & International Business
Kathy Bee's Raymond James Experience 2004 - 2004
Job 1st grade teacher at Roosevelt Children's Academy Charter School
Industry Primary/Secondary Education
Experience
Roosevelt Children's Academy Charter School September 2012 - March 2013
MBF CC/ Asset MGMT January 2006 - November 2010
Morgan Stanley April 2005 - October 2005
Raymond James 2004 - 2004
Skills
Financial Analysis, Special Education, Elementary Education, Curriculum Development, Teaching, Lesson Planning, RTI, Coaching, Volunteer Management, Program Development, Strategic Planning, Training, PowerPoint, Microsoft Word, Classroom, Customer Service, Leadership Development, Leadership
Education
Adelphi University 2010 — 2012
Masters, Dual Certification in Elementary Education and Special Education
Elon University 2001 — 2005
Bachelor of Arts (BA), Corporate Communications and Economics
Roosevelt Children's Academy Charter School September 2012 - March 2013
MBF CC/ Asset MGMT January 2006 - November 2010
Morgan Stanley April 2005 - October 2005
Raymond James 2004 - 2004
Skills
Financial Analysis, Special Education, Elementary Education, Curriculum Development, Teaching, Lesson Planning, RTI, Coaching, Volunteer Management, Program Development, Strategic Planning, Training, PowerPoint, Microsoft Word, Classroom, Customer Service, Leadership Development, Leadership
Education
Adelphi University 2010 — 2012
Masters, Dual Certification in Elementary Education and Special Education
Elon University 2001 — 2005
Bachelor of Arts (BA), Corporate Communications and Economics
Heather Zigli's Raymond James Experience November 1996 - June 1999
Job Senior Consultant at Microsoft
Industry Information Technology and Services
Experience
Microsoft February 2011 - Present
Core BTS, Inc. December 2008 - January 2011
Kroll Background Screening March 2008 - October 2008
BT INS May 2007 - March 2008
Microsoft 2005 - 2007
Core Business Technology Solutions July 2000 - October 2005
HCA 2000 - 2003
Raymond James November 1996 - June 1999
Salomon Brothers August 1992 - June 1996
Skills
sharepoint, SharePoint, Business Analysis, IT Strategy, Business Intelligence, Software Project..., Cloud Computing, SDLC, Enterprise Architecture, Disaster Recovery, ITIL, Security, Microsoft SQL Server, Software Development, .NET, SQL, Information Technology, Enterprise Software, Solution Architecture, Integration, SaaS, CISSP, Consulting
Education
Belmont University - Jack C. Massey Graduate School of Business 2002 — 2005
Master of Business Administration, Finance
University of Tampa - John H. Sykes College of Business 1997 — 1999
BS, Finance
Osceola High School
Microsoft February 2011 - Present
Core BTS, Inc. December 2008 - January 2011
Kroll Background Screening March 2008 - October 2008
BT INS May 2007 - March 2008
Microsoft 2005 - 2007
Core Business Technology Solutions July 2000 - October 2005
HCA 2000 - 2003
Raymond James November 1996 - June 1999
Salomon Brothers August 1992 - June 1996
Skills
sharepoint, SharePoint, Business Analysis, IT Strategy, Business Intelligence, Software Project..., Cloud Computing, SDLC, Enterprise Architecture, Disaster Recovery, ITIL, Security, Microsoft SQL Server, Software Development, .NET, SQL, Information Technology, Enterprise Software, Solution Architecture, Integration, SaaS, CISSP, Consulting
Education
Belmont University - Jack C. Massey Graduate School of Business 2002 — 2005
Master of Business Administration, Finance
University of Tampa - John H. Sykes College of Business 1997 — 1999
BS, Finance
Osceola High School
Chris Kapp's Raymond James Experience 1998 - 1999
Job VP Human Resources at NCI Building Systems, Inc.
Industry Consumer Goods
Experience
NCI Building Systems, Inc. April 2015 - Present
Precision Castparts January 2014 - Present
Whirlpool Corporation March 2010 - January 2014
Whirlpool Corporation May 2008 - December 2009
Bausch & Lomb April 2002 - May 2008
Bausch & Lomb 1999 - 2002
Raymond James 1998 - 1999
Manor Care Health Services 1997 - 1997
Skills
Global HR, Talent Management, Performance Management, Succession Planning, Employee Relations, Compensation, Employee Engagement, Organization..., Leadership Development, Organizational..., Talent Assessment, Talent Development, Talent Acquisition, Organizational Design, HR Strategy, Organizational..., Coaching, Employee Engagement, Deferred Compensation, Employee Training, HRIS, Human Resources, Personnel Management, Onboarding, Workforce Planning, HR Transformation, HR Policies, HR Consulting, Culture Change, Compensation & Benefit, Employer Branding, Career Development, Strategic HR, College Recruiting, Benefits Administration, Union Avoidance, Labor Relations, New Hire Orientations, FMLA, Employee Benefits, Applicant Tracking..., Performance Appraisal, SPHR, Executive Coaching, Employment Law, Job Evaluation, Human Capital, Recruiting, Interviews, Executive Pay
Education
Appalachian State University 1996 — 1998
MS, Industrial Organizational Psychology
University of South Florida 1993 — 1996
BS, Psychology
Flagler College 1992 — 1993
Seminole
NCI Building Systems, Inc. April 2015 - Present
Precision Castparts January 2014 - Present
Whirlpool Corporation March 2010 - January 2014
Whirlpool Corporation May 2008 - December 2009
Bausch & Lomb April 2002 - May 2008
Bausch & Lomb 1999 - 2002
Raymond James 1998 - 1999
Manor Care Health Services 1997 - 1997
Skills
Global HR, Talent Management, Performance Management, Succession Planning, Employee Relations, Compensation, Employee Engagement, Organization..., Leadership Development, Organizational..., Talent Assessment, Talent Development, Talent Acquisition, Organizational Design, HR Strategy, Organizational..., Coaching, Employee Engagement, Deferred Compensation, Employee Training, HRIS, Human Resources, Personnel Management, Onboarding, Workforce Planning, HR Transformation, HR Policies, HR Consulting, Culture Change, Compensation & Benefit, Employer Branding, Career Development, Strategic HR, College Recruiting, Benefits Administration, Union Avoidance, Labor Relations, New Hire Orientations, FMLA, Employee Benefits, Applicant Tracking..., Performance Appraisal, SPHR, Executive Coaching, Employment Law, Job Evaluation, Human Capital, Recruiting, Interviews, Executive Pay
Education
Appalachian State University 1996 — 1998
MS, Industrial Organizational Psychology
University of South Florida 1993 — 1996
BS, Psychology
Flagler College 1992 — 1993
Seminole
Denise Watson, CIPP/US's Raymond James Experience July 2007 - February 2012
Job Manager, RJF Privacy at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. March 2012 - Present
IAPP - International Association of Privacy Professionals 2013 - Present
Raymond James July 2007 - February 2012
Raymond James August 2005 - July 2007
Raymond James March 1998 - August 2005
Square D Company 1980 - 1996
Skills
SDLC, Project Management, Risk Management, Software Development, Public Speaking, Visio, Business Analysis, Process Improvement, Securities, Security Management, Privacy Policies, Privacy Compliance, Security, Access, Requirements Analysis, Requirements Gathering, SQL, SharePoint, Testing, ITIL, PMP, Governance, Business Process, Program Management, Data Privacy, Microsoft SQL Server, User Acceptance Testing, Disaster Recovery, Integration, Financial Services, Databases, Software Project..., IT Strategy, Business Process..., Vendor Management, Information Technology, Management, Software Documentation, Business Intelligence, Business Requirements, Analysis, Enterprise Architecture, IT Management, IT Audit, PCI DSS, Systems Analysis, MS Project, Business Continuity..., CRM, PMO
Education
Austin Peay State University
B.S., Business
Raymond James Financial Inc. March 2012 - Present
IAPP - International Association of Privacy Professionals 2013 - Present
Raymond James July 2007 - February 2012
Raymond James August 2005 - July 2007
Raymond James March 1998 - August 2005
Square D Company 1980 - 1996
Skills
SDLC, Project Management, Risk Management, Software Development, Public Speaking, Visio, Business Analysis, Process Improvement, Securities, Security Management, Privacy Policies, Privacy Compliance, Security, Access, Requirements Analysis, Requirements Gathering, SQL, SharePoint, Testing, ITIL, PMP, Governance, Business Process, Program Management, Data Privacy, Microsoft SQL Server, User Acceptance Testing, Disaster Recovery, Integration, Financial Services, Databases, Software Project..., IT Strategy, Business Process..., Vendor Management, Information Technology, Management, Software Documentation, Business Intelligence, Business Requirements, Analysis, Enterprise Architecture, IT Management, IT Audit, PCI DSS, Systems Analysis, MS Project, Business Continuity..., CRM, PMO
Education
Austin Peay State University
B.S., Business
Daniel Fairweather's Raymond James Experience June 2009 - Present
Job Senior Vice President at Raymond James
Industry Investment Banking
Experience
Raymond James June 2009 - Present
Lane Berry & Co. International 2002 - May 2009
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette 2000 - 2001
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions
Education
Boston College 1996 — 2000
Bachelor of Science (B.S.), Finance, Operations, Theology
Raymond James June 2009 - Present
Lane Berry & Co. International 2002 - May 2009
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette 2000 - 2001
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions
Education
Boston College 1996 — 2000
Bachelor of Science (B.S.), Finance, Operations, Theology
Gillian Bouchie's Raymond James Experience May 2004 - January 2007
Job Principal at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. February 2015 - Present
RW Pressprich March 2008 - January 2015
Libertas Partners February 2007 - March 2008
Raymond James May 2004 - January 2007
Fleet Bank 2004 - 2005
Lehman Brothers February 1994 - June 2002
Goldman Sachs November 1992 - January 1995
Skills
Hedge Funds, Fixed Income, Bloomberg, Capital Markets, Bonds, Equities, Investments, Alternative Investments, Asset Management, Valuation
Education
Bryant College (University) 1988 — 1992
Bachelors, Marketing
Richmond College 1991 — 1991
Study Abroad/Marketing Internship
Boston University Questrom School of Business
MBA, Finance
Canaccord Genuity Inc. February 2015 - Present
RW Pressprich March 2008 - January 2015
Libertas Partners February 2007 - March 2008
Raymond James May 2004 - January 2007
Fleet Bank 2004 - 2005
Lehman Brothers February 1994 - June 2002
Goldman Sachs November 1992 - January 1995
Skills
Hedge Funds, Fixed Income, Bloomberg, Capital Markets, Bonds, Equities, Investments, Alternative Investments, Asset Management, Valuation
Education
Bryant College (University) 1988 — 1992
Bachelors, Marketing
Richmond College 1991 — 1991
Study Abroad/Marketing Internship
Boston University Questrom School of Business
MBA, Finance
Emily Fotheringham's Raymond James Experience July 2007 - August 2007
Job owner of Zen Products LLC, stay at home mom, and cashier at Ridley's
Industry Executive Office
Experience
ModusLink August 2010 - January 2014
Express Personnel Services October 2007 - December 2009
Raymond James July 2007 - August 2007
A.G. Edwards & Sons, Inc September 2006 - June 2007
Skills
Management, Payroll, Customer Service, Employee Relations, Microsoft Excel, Microsoft Office, Team Building, Applicant Tracking..., Leadership, Human Resources
Education
Brigham Young University 2000 — 2004
BA, Anthropology
ModusLink August 2010 - January 2014
Express Personnel Services October 2007 - December 2009
Raymond James July 2007 - August 2007
A.G. Edwards & Sons, Inc September 2006 - June 2007
Skills
Management, Payroll, Customer Service, Employee Relations, Microsoft Excel, Microsoft Office, Team Building, Applicant Tracking..., Leadership, Human Resources
Education
Brigham Young University 2000 — 2004
BA, Anthropology
Chase Gore, CFP®'s Raymond James Experience February 2013 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan May 2008 - February 2013
Skills
Investments, Portfolio Management, Finance, Retirement Planning, Estate Planning, Strategic Financial..., Financial Analysis, Bloomberg, Disability Insurance, Corporate Finance, Management, Insurance, Series 7, Employee Benefits, Wealth Management
Education
Birmingham-Southern College 2004 — 2008
BS, Economics, Business Administration
Mountain Brook High School
Raymond James February 2013 - Present
Morgan Keegan May 2008 - February 2013
Skills
Investments, Portfolio Management, Finance, Retirement Planning, Estate Planning, Strategic Financial..., Financial Analysis, Bloomberg, Disability Insurance, Corporate Finance, Management, Insurance, Series 7, Employee Benefits, Wealth Management
Education
Birmingham-Southern College 2004 — 2008
BS, Economics, Business Administration
Mountain Brook High School
Eleanor Crump's Raymond James Experience December 2003 - July 2006
Job Executive Assistant to the President/CEO of Thomas Built Buses
Industry Machinery
Experience
Thomas Built Buses June 2015 - Present
Elsag North America February 2013 - June 2015
United Guaranty Corporation October 2011 - January 2013
NorthStar Systems Int'l July 2006 - September 2011
Raymond James December 2003 - July 2006
Turner Sports September 2001 - September 2003
Skills
Microsoft Excel, PowerPoint, Employee Benefits, Outlook, Customer Service, Strategic Planning, Event Planning, Human Resources, Management, Marketing, Process Improvement
Education
Bergen Community College
Thomas Built Buses June 2015 - Present
Elsag North America February 2013 - June 2015
United Guaranty Corporation October 2011 - January 2013
NorthStar Systems Int'l July 2006 - September 2011
Raymond James December 2003 - July 2006
Turner Sports September 2001 - September 2003
Skills
Microsoft Excel, PowerPoint, Employee Benefits, Outlook, Customer Service, Strategic Planning, Event Planning, Human Resources, Management, Marketing, Process Improvement
Education
Bergen Community College
Nanette Vogler's Raymond James Experience April 2006 - January 2014
Job Senior Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2014 - Present
Raymond James April 2006 - January 2014
Ernst & Young August 2001 - September 2005
PricewaterhouseCoopers July 2000 - July 2001
Disneyland Resort November 1998 - June 2000
Walt Disney Feature Animation July 1996 - November 1998
Intelsat September 1995 - December 1995
Intelsat May 1995 - December 1995
Skills
Process Improvement, Managerial Finance, Accounting, Budgets, Strategic Financial..., Project Management, Management, Tax, Business Development, Internal Controls, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Auditing, Financial Reporting, Finance, Financial Accounting, Risk Management, Leadership, Business Analysis, Disaster Recovery, Business Continuity..., Software Quality Control, SharePoint, Software Implementation, Disaster Response, Analysis, General Ledger, Vendor Management, Cross-functional Team..., Strategy, Management Consulting, Change Management, Requirements Gathering, Variance Analysis, Business Planning, Project Planning, Integration, Software Documentation, Training, Access, Consulting
Education
University of South Florida 2006 — 2008
Accounting
American University - Kogod School of Business 1994 — 1996
MBA, International Finance
Cleveland State University 1989 — 1994
BSBA, Marketing
Shaker Heights High School 1984 — 1987
Raymond James Financial Inc. January 2014 - Present
Raymond James April 2006 - January 2014
Ernst & Young August 2001 - September 2005
PricewaterhouseCoopers July 2000 - July 2001
Disneyland Resort November 1998 - June 2000
Walt Disney Feature Animation July 1996 - November 1998
Intelsat September 1995 - December 1995
Intelsat May 1995 - December 1995
Skills
Process Improvement, Managerial Finance, Accounting, Budgets, Strategic Financial..., Project Management, Management, Tax, Business Development, Internal Controls, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Auditing, Financial Reporting, Finance, Financial Accounting, Risk Management, Leadership, Business Analysis, Disaster Recovery, Business Continuity..., Software Quality Control, SharePoint, Software Implementation, Disaster Response, Analysis, General Ledger, Vendor Management, Cross-functional Team..., Strategy, Management Consulting, Change Management, Requirements Gathering, Variance Analysis, Business Planning, Project Planning, Integration, Software Documentation, Training, Access, Consulting
Education
University of South Florida 2006 — 2008
Accounting
American University - Kogod School of Business 1994 — 1996
MBA, International Finance
Cleveland State University 1989 — 1994
BSBA, Marketing
Shaker Heights High School 1984 — 1987
Troy Howard's Raymond James Experience 1991 - Present
Job Managing Director, Investments Raymond James
Industry Investment Management
Experience
Raymond James 1991 - Present
Skills
Management, Finance, Financial Management, Public Sector Financial..., Local Government Finance, Strategic Planning, Financial Services, Money Management, Cash Management, Bond Markets, Cash Flow Management, Cash Flow Analysis, Investments, Investment Advisory, Investment Strategies
Education
Auburn University 1984 — 1989
Bachelor's Degree, Finance, General
VHHS
Raymond James 1991 - Present
Skills
Management, Finance, Financial Management, Public Sector Financial..., Local Government Finance, Strategic Planning, Financial Services, Money Management, Cash Management, Bond Markets, Cash Flow Management, Cash Flow Analysis, Investments, Investment Advisory, Investment Strategies
Education
Auburn University 1984 — 1989
Bachelor's Degree, Finance, General
VHHS
Donald Erickson's Raymond James Experience March 2004 - April 2008
Job Senior Audit Manager at Harris Bank
Industry Financial Services
Experience
Harris Bank April 2008 - Present
Raymond James March 2004 - April 2008
Franklin Templeton Investments July 2000 - March 2004
Education
University of Tampa 1997 — 2000
Augustana College 1989 — 1993
BA, Accounting, Computer Science
Harris Bank April 2008 - Present
Raymond James March 2004 - April 2008
Franklin Templeton Investments July 2000 - March 2004
Education
University of Tampa 1997 — 2000
Augustana College 1989 — 1993
BA, Accounting, Computer Science
Aaron DiRusso's Raymond James Experience February 2006 - Present
Job Senior Vice President Investment Banking at Raymond James
Industry Banking
Experience
Raymond James February 2006 - Present
Advest, Inc. 1998 - 2005
Education
Boston College 1993 — 1997
Raymond James February 2006 - Present
Advest, Inc. 1998 - 2005
Education
Boston College 1993 — 1997
John Putnam's Raymond James Experience 1999 - July 2004
Job Mediator and Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC July 1983 - Present
Scholarship America 1979 - 2011
Raymond James Financial 1987 - 2008
Raymond James 1999 - July 2004
National Association of Securities Dealers Inc. 1976 - 1979
Skills
Investments, Securities, Strategic Financial..., FINRA, Wealth Management, Private Equity, Financial Analysis, Risk Management, Business Strategy, Strategic Planning, Corporate Development, Nonprofits, Public Speaking, Leadership Development, Business Analysis, Organizational..., mediation, Hedge Funds, Alternative Investments, Series 7, Financial Services, Financial Planning, Financial Advisory, Investment Advisory, 401k, Retirement Planning, Retirement, Equities, Mutual Funds, Series 63, Asset Management, Investment Strategies, Asset Allocation, Mergers & Acquisitions, Finance, Series 24, Portfolio Management, Investment Banking, Mediation
Education
Bowdoin College 1961 — 1965
Bachelor of Arts (B.A.), History
Middlesex School 1961 — 1965
Raymond James Financial Services Inc. Member FINRA/SIPC July 1983 - Present
Scholarship America 1979 - 2011
Raymond James Financial 1987 - 2008
Raymond James 1999 - July 2004
National Association of Securities Dealers Inc. 1976 - 1979
Skills
Investments, Securities, Strategic Financial..., FINRA, Wealth Management, Private Equity, Financial Analysis, Risk Management, Business Strategy, Strategic Planning, Corporate Development, Nonprofits, Public Speaking, Leadership Development, Business Analysis, Organizational..., mediation, Hedge Funds, Alternative Investments, Series 7, Financial Services, Financial Planning, Financial Advisory, Investment Advisory, 401k, Retirement Planning, Retirement, Equities, Mutual Funds, Series 63, Asset Management, Investment Strategies, Asset Allocation, Mergers & Acquisitions, Finance, Series 24, Portfolio Management, Investment Banking, Mediation
Education
Bowdoin College 1961 — 1965
Bachelor of Arts (B.A.), History
Middlesex School 1961 — 1965
Terry Brough's Raymond James Experience March 1987 - Present
Job Senior Vice President, Investments at Raymond James & Associates
Industry Financial Services
Experience
Raymond James March 1987 - Present
AT&T Information Systems 1972 - 1987
Skills
Wealth Management, Investments, Securities, Asset Allocation, Retirement Planning, Investment Management, Portfolio Management, Estate Planning, Sales, Mutual Funds
Education
United Sates Air Force Academy 1971 — 1972
Bellarmine University
graduate studies Business
East High School, Memphis TN
The University of Memphis
Bachelor of Arts (B.A.), Psychology
Raymond James March 1987 - Present
AT&T Information Systems 1972 - 1987
Skills
Wealth Management, Investments, Securities, Asset Allocation, Retirement Planning, Investment Management, Portfolio Management, Estate Planning, Sales, Mutual Funds
Education
United Sates Air Force Academy 1971 — 1972
Bellarmine University
graduate studies Business
East High School, Memphis TN
The University of Memphis
Bachelor of Arts (B.A.), Psychology
Jason Siner, CFA's Raymond James Experience December 2008 - September 2013
Job MD Institutional Fixed Income Sales
Industry Financial Services
Experience
Stifel Financial Corp. September 2013 - Present
Raymond James December 2008 - September 2013
Lehman Brothers September 1998 - September 2008
Skills
Bonds, Securities, High Yield, Corporates, Bloomberg, Series 7, Derivatives, Structured Products, MBS, Investments, Fixed Income, Capital Markets, Portfolio Management, Alternative Investments, Hedge Funds
Education
Pace University 1998 — 2002
MBA, FINANCE
Bentley University 1988 — 1992
b.s., FINANCE
Stifel Financial Corp. September 2013 - Present
Raymond James December 2008 - September 2013
Lehman Brothers September 1998 - September 2008
Skills
Bonds, Securities, High Yield, Corporates, Bloomberg, Series 7, Derivatives, Structured Products, MBS, Investments, Fixed Income, Capital Markets, Portfolio Management, Alternative Investments, Hedge Funds
Education
Pace University 1998 — 2002
MBA, FINANCE
Bentley University 1988 — 1992
b.s., FINANCE
Jack A. Starks, Jr., CFP®'s Raymond James Experience August 2012 - January 2015
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
Extraco Banks August 2012 - January 2015
Raymond James August 2012 - January 2015
Extraco Banks February 2011 - August 2012
Skills
Personal Financial..., Wealth Management, Retirement Planning, Financial Services, Investments, Personal Finance, Risk Management, Asset Allocation, Investment Strategies
Education
Texas Tech University 2006 — 2009
M.S., Personal Financial Planning
Texas Tech University School of Law 2006 — 2009
J.D., Law
Baylor University - Hankamer School of Business 2000 — 2006
B.B.A., Finance; Risk Management & Insurance
UBS January 2015 - Present
Extraco Banks August 2012 - January 2015
Raymond James August 2012 - January 2015
Extraco Banks February 2011 - August 2012
Skills
Personal Financial..., Wealth Management, Retirement Planning, Financial Services, Investments, Personal Finance, Risk Management, Asset Allocation, Investment Strategies
Education
Texas Tech University 2006 — 2009
M.S., Personal Financial Planning
Texas Tech University School of Law 2006 — 2009
J.D., Law
Baylor University - Hankamer School of Business 2000 — 2006
B.B.A., Finance; Risk Management & Insurance
Donald Erickson's Raymond James Experience April 2004 - April 2008
Job Managing Director & Head, US Operational Risk at BMO Financial Group
Industry Banking
Experience
BMO Financial Group January 2015 - Present
BMO Financial Group December 2013 - Present
BMO Financial Group April 2013 - November 2013
BMO Financial Group April 2008 - April 2013
Raymond James April 2004 - April 2008
Franklin Templeton Investments April 2000 - April 2004
PwC June 1995 - April 2000
Allstate June 1993 - April 1995
Skills
CISA, AML, Internal Audit, SOX, Audit, Financial Reporting, Risk Management, Auditing, Internal Controls, Banking, Compliance, Risk, Risk Assessment, Accounting, Enterprise Risk..., Executive Management, Anti Money Laundering, Financial Risk, Operational Risk, Operational Risk...
Education
University of Tampa - John H. Sykes College of Business 1997 — 2000
MBA, Information Technology
Augustana College 1989 — 1993
Bachelor of Arts, Accounting, Computer Science
BMO Financial Group January 2015 - Present
BMO Financial Group December 2013 - Present
BMO Financial Group April 2013 - November 2013
BMO Financial Group April 2008 - April 2013
Raymond James April 2004 - April 2008
Franklin Templeton Investments April 2000 - April 2004
PwC June 1995 - April 2000
Allstate June 1993 - April 1995
Skills
CISA, AML, Internal Audit, SOX, Audit, Financial Reporting, Risk Management, Auditing, Internal Controls, Banking, Compliance, Risk, Risk Assessment, Accounting, Enterprise Risk..., Executive Management, Anti Money Laundering, Financial Risk, Operational Risk, Operational Risk...
Education
University of Tampa - John H. Sykes College of Business 1997 — 2000
MBA, Information Technology
Augustana College 1989 — 1993
Bachelor of Arts, Accounting, Computer Science
Thaddeus Walker's Raymond James Experience March 2005 - Present
Job Research/Reporting at Raymond James
Industry Financial Services
Experience
Raymond James March 2005 - Present
Education
Arizona State University 2003 — 2005
Bachelor's, Finance
Raymond James March 2005 - Present
Education
Arizona State University 2003 — 2005
Bachelor's, Finance
Julie Norback's Raymond James Experience March 2008 - July 2013
Job Operations Representative III at Raymond James & Associates
Industry Human Resources
Experience
Raymond James & Associates July 2013 - Present
Raymond James March 2008 - July 2013
Minacs October 1997 - July 2008
Skills
Customer Service, Process Improvement, Business Analysis, Microsoft Office, Public Speaking, New Business Development, Social Media
Education
Adrian College 1991 — 1994
Bachelor of Arts, Communications
Raymond James & Associates July 2013 - Present
Raymond James March 2008 - July 2013
Minacs October 1997 - July 2008
Skills
Customer Service, Process Improvement, Business Analysis, Microsoft Office, Public Speaking, New Business Development, Social Media
Education
Adrian College 1991 — 1994
Bachelor of Arts, Communications
Rabatsky, Daniel's Raymond James Experience May 2012 - Present
Job Associate Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 2012 - Present
Morgan Stanley Smith Barney March 1998 - May 2012
cw Costello & Associates 1997 - 1998
Skills
Investments, Series 7, Mutual Funds, Securities, Series 63, Asset Allocation, Wealth Management, Fixed Income, Investment Advisory, Financial Modeling, Life Insurance, Asset Managment, Equities, Portfolio Management, series 9 & 10, Series 31, Fixed, Variable, Index..., Socially Responsible...
Education
Babson College 1993 — 1997
BS, Management Information Systems
Sharon High School 1989 — 1993
High School Diploma
Raymond James May 2012 - Present
Morgan Stanley Smith Barney March 1998 - May 2012
cw Costello & Associates 1997 - 1998
Skills
Investments, Series 7, Mutual Funds, Securities, Series 63, Asset Allocation, Wealth Management, Fixed Income, Investment Advisory, Financial Modeling, Life Insurance, Asset Managment, Equities, Portfolio Management, series 9 & 10, Series 31, Fixed, Variable, Index..., Socially Responsible...
Education
Babson College 1993 — 1997
BS, Management Information Systems
Sharon High School 1989 — 1993
High School Diploma
Alexander Theissen's Raymond James Experience March 2010 - Present
Job Vice President at Raymond James
Industry Investment Banking
Experience
Raymond James March 2010 - Present
Putnam Investments November 2007 - March 2010
RBC Capital Markets June 2006 - August 2006
Education
Boston College 2003 — 2007
B.S., Finance, Political Science
Raymond James March 2010 - Present
Putnam Investments November 2007 - March 2010
RBC Capital Markets June 2006 - August 2006
Education
Boston College 2003 — 2007
B.S., Finance, Political Science
Ken Avalos's Raymond James Experience October 2011 - Present
Job Real Estate Equity Analyst, Canada at Raymond James
Industry Real Estate
Experience
Raymond James October 2011 - Present
First Potomac Realty Trust 2009 - August 2011
Raymond James Financial 2002 - 2008
Skills
Financial Modeling, Financial Analysis, Investments, Due Diligence, Corporate Finance, Mergers, Financial Reporting, Valuation
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance, International Business
Boston College 1991 — 1995
BA
Raymond James October 2011 - Present
First Potomac Realty Trust 2009 - August 2011
Raymond James Financial 2002 - 2008
Skills
Financial Modeling, Financial Analysis, Investments, Due Diligence, Corporate Finance, Mergers, Financial Reporting, Valuation
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance, International Business
Boston College 1991 — 1995
BA
Pete Collazo's Raymond James Experience November 2009 - January 2011
Job Senior middle office analyst at E*TRADE Financial
Industry Investment Banking
Experience
E*TRADE Financial January 2011 - Present
Raymond James November 2009 - January 2011
Goldman Sachs 1985 - November 2008
Skills
Securities Lending, Product Control, Money Market, Financial Services, Risk Management, Operational Risk, Settlement, Capital Markets, Corporate Actions, Fixed Income, Collateral Management, Middle Office, Equities, Client Services, Prime Brokerage, Bloomberg, Hedge Funds
Education
Baruch College, City University of New York (CUNY)
Accounting
City University of New York-Herbert H. Lehman College
BA, Accounting
E*TRADE Financial January 2011 - Present
Raymond James November 2009 - January 2011
Goldman Sachs 1985 - November 2008
Skills
Securities Lending, Product Control, Money Market, Financial Services, Risk Management, Operational Risk, Settlement, Capital Markets, Corporate Actions, Fixed Income, Collateral Management, Middle Office, Equities, Client Services, Prime Brokerage, Bloomberg, Hedge Funds
Education
Baruch College, City University of New York (CUNY)
Accounting
City University of New York-Herbert H. Lehman College
BA, Accounting
Frank Caruso's Raymond James Experience November 2007 - April 2011
Job Director, ABF Syndicate at Wells Fargo Securites
Industry Financial Services
Experience
Wells Fargo Securites April 2011 - Present
Raymond James November 2007 - April 2011
RBC Capital Markets March 2001 - September 2007
First Union Securities June 1991 - August 2000
Education
Appalachian State University 1979 — 1983
BSBA, Accounting
Wells Fargo Securites April 2011 - Present
Raymond James November 2007 - April 2011
RBC Capital Markets March 2001 - September 2007
First Union Securities June 1991 - August 2000
Education
Appalachian State University 1979 — 1983
BSBA, Accounting
Victor Daniel Melgar, MBA's Raymond James Experience September 2005 - May 2006
Job Bilingual Credit Analyst
Industry Financial Services
Experience
Stanley Black & Decker, Inc. September 2015 - Present
XPO Logistics, Inc. June 2014 - September 2015
Fiserv August 2013 - May 2014
Fiserv August 2010 - August 2013
Cardinal Health March 2008 - July 2010
Chase Home Finance July 2006 - March 2008
Raymond James September 2005 - May 2006
Nationwide Insurance May 2005 - August 2005
Skills
Marketing, Microsoft Office, Sales, Customer Service, PowerPoint, Management, Financial Analysis, Public Speaking, Event Planning, Team Building, Microsoft Excel, Leadership, Spanish-speaking, Account Management, Insurance, Marketing Strategy, Training, Process Improvement, CRM, Risk Management, Program Management, Sales Management
Education
Franklin University 2010 — 2015
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Bob Jones University 2001 — 2006
B.S. in Marketing Management, Marketing
Stanley Black & Decker, Inc. September 2015 - Present
XPO Logistics, Inc. June 2014 - September 2015
Fiserv August 2013 - May 2014
Fiserv August 2010 - August 2013
Cardinal Health March 2008 - July 2010
Chase Home Finance July 2006 - March 2008
Raymond James September 2005 - May 2006
Nationwide Insurance May 2005 - August 2005
Skills
Marketing, Microsoft Office, Sales, Customer Service, PowerPoint, Management, Financial Analysis, Public Speaking, Event Planning, Team Building, Microsoft Excel, Leadership, Spanish-speaking, Account Management, Insurance, Marketing Strategy, Training, Process Improvement, CRM, Risk Management, Program Management, Sales Management
Education
Franklin University 2010 — 2015
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Bob Jones University 2001 — 2006
B.S. in Marketing Management, Marketing
Paula Federman's Raymond James Experience 2006 - Present
Job Managing Director at Raymond James
Industry Financial Services
Experience
Raymond James 2006 - Present
First Albany 2002 - 2006
Wells Capital Management 2001 - 2002
J.P. Morgan & Co. 1993 - 1994
Standard & Poor's 1987 - 1993
Skills
Fixed Income, Capital Markets, Asset Management, Portfolio Management, Investments, Series 7, Equities, Bonds, Alternative Investments, Securities, Hedge Funds, Bloomberg, Financial Modeling, Investment Banking, Asset Allocation
Education
Georgetown University Law Center 1979 — 1982
J.D.
Brandeis University 1976 — 1979
B.A.
Raymond James 2006 - Present
First Albany 2002 - 2006
Wells Capital Management 2001 - 2002
J.P. Morgan & Co. 1993 - 1994
Standard & Poor's 1987 - 1993
Skills
Fixed Income, Capital Markets, Asset Management, Portfolio Management, Investments, Series 7, Equities, Bonds, Alternative Investments, Securities, Hedge Funds, Bloomberg, Financial Modeling, Investment Banking, Asset Allocation
Education
Georgetown University Law Center 1979 — 1982
J.D.
Brandeis University 1976 — 1979
B.A.
Donald Hultgren's Raymond James Experience 1989 - 2000
Job President at Three Part Advisors, LLC
Industry Financial Services
Experience
Three Part Advisors, LLC July 2013 - Present
Wedbush Securities March 2013 - Present
American Heart Association 2003 - Present
Sterne Agee November 2010 - November 2011
SWS Group, Inc. August 2002 - August 2010
Southwest Securities, Inc. 2000 - 2010
Raymond James 1989 - 2000
Butcher & Singer 1986 - 1989
Eppler, Gurerin & Turner 1981 - 1986
Skills
Board of Director..., CEO Succession, Public Companies, Securities, Investments, Finance, Financial Modeling, Valuation, Financial Analysis, Investment Strategies, Series 7, Board of Directors, Asset Allocation, Hedge Funds, Capital Markets, Executive Management, Equities, Equity Research, Due Diligence, Banking, Mergers & Acquisitions, Strategic Planning, Investment Banking, Asset Management, Portfolio Management, Alternative Investments, Financial Advisory, Trading, Strategic Financial..., Mutual Funds, Private Equity, Wealth Management, Venture Capital, Investment Management, Investor Relations, Corporate Finance, Series 63, Corporate Development, Investment Advisory, Bloomberg, Business Valuation, Risk Management
Education
The University of Texas at Austin 1979 — 1981
Master of Business Administration (MBA), Finance
Augustana College 1975 — 1979
Bachelor of Arts (B.A.), Accounting and Business/Management
Chartered Financial Analyst
Three Part Advisors, LLC July 2013 - Present
Wedbush Securities March 2013 - Present
American Heart Association 2003 - Present
Sterne Agee November 2010 - November 2011
SWS Group, Inc. August 2002 - August 2010
Southwest Securities, Inc. 2000 - 2010
Raymond James 1989 - 2000
Butcher & Singer 1986 - 1989
Eppler, Gurerin & Turner 1981 - 1986
Skills
Board of Director..., CEO Succession, Public Companies, Securities, Investments, Finance, Financial Modeling, Valuation, Financial Analysis, Investment Strategies, Series 7, Board of Directors, Asset Allocation, Hedge Funds, Capital Markets, Executive Management, Equities, Equity Research, Due Diligence, Banking, Mergers & Acquisitions, Strategic Planning, Investment Banking, Asset Management, Portfolio Management, Alternative Investments, Financial Advisory, Trading, Strategic Financial..., Mutual Funds, Private Equity, Wealth Management, Venture Capital, Investment Management, Investor Relations, Corporate Finance, Series 63, Corporate Development, Investment Advisory, Bloomberg, Business Valuation, Risk Management
Education
The University of Texas at Austin 1979 — 1981
Master of Business Administration (MBA), Finance
Augustana College 1975 — 1979
Bachelor of Arts (B.A.), Accounting and Business/Management
Chartered Financial Analyst
Chad C Hayward's Raymond James Experience October 2004 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James October 2004 - Present
Edward Jones April 2001 - October 2004
Charles Schwab August 1999 - April 2001
Skills
Investment Management, Retirement Planning, Risk Management, Education Planning, Business Succession...
Education
Anderson University 1989 — 1993
Bachelor of Arts, Sociology; Administration of Criminal Justice
Raymond James October 2004 - Present
Edward Jones April 2001 - October 2004
Charles Schwab August 1999 - April 2001
Skills
Investment Management, Retirement Planning, Risk Management, Education Planning, Business Succession...
Education
Anderson University 1989 — 1993
Bachelor of Arts, Sociology; Administration of Criminal Justice
Georgy Dosanjh's Raymond James Experience 2000 - 2004
Job Manager Client Services at Phillips, Hager & North
Industry Investment Management
Experience
Phillips, Hager & North January 2004 - Present
Raymond James 2000 - 2004
Skills
Customer Service, Portfolio Management, Mutual Funds, Team Leadership, Asset Management, Fixed Income, Wealth Management, Equities, Alternative Investments, Asset Allocation, Securities, Relationship Management, Financial Services, Banking, Risk Management
Education
British Columbia Institute of Technology 1994 — 1996
Financial Management
Phillips, Hager & North January 2004 - Present
Raymond James 2000 - 2004
Skills
Customer Service, Portfolio Management, Mutual Funds, Team Leadership, Asset Management, Fixed Income, Wealth Management, Equities, Alternative Investments, Asset Allocation, Securities, Relationship Management, Financial Services, Banking, Risk Management
Education
British Columbia Institute of Technology 1994 — 1996
Financial Management
Kathleen Utecht's Raymond James Experience September 2006 - June 2008
Job Managing Partner at Core Innovation Capital
Industry Venture Capital & Private Equity
Experience
Core Innovation Capital May 2014 - Present
Comcast Ventures February 2012 - April 2014
Core Innovation Capital October 2011 - February 2012
WVP Ventures August 2009 - September 2011
New Capital Partners May 2010 - July 2010
Green Rock Entertainment July 2007 - May 2009
Raymond James September 2006 - June 2008
GE Commercial Finance July 2003 - September 2006
Skills
Venture Capital, Strategy, Portfolio Management, Investments, Entrepreneurship, Start-ups, Investment Banking, Capital Markets, Financial Services, Analysis, Equities, Leadership, Finance, Private Equity, Mergers & Acquisitions, Managerial Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance, Entrepreneurial Management
Babson College 1999 — 2003
BS, Business Administration, Finance, Entrepreneurship
Core Innovation Capital May 2014 - Present
Comcast Ventures February 2012 - April 2014
Core Innovation Capital October 2011 - February 2012
WVP Ventures August 2009 - September 2011
New Capital Partners May 2010 - July 2010
Green Rock Entertainment July 2007 - May 2009
Raymond James September 2006 - June 2008
GE Commercial Finance July 2003 - September 2006
Skills
Venture Capital, Strategy, Portfolio Management, Investments, Entrepreneurship, Start-ups, Investment Banking, Capital Markets, Financial Services, Analysis, Equities, Leadership, Finance, Private Equity, Mergers & Acquisitions, Managerial Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance, Entrepreneurial Management
Babson College 1999 — 2003
BS, Business Administration, Finance, Entrepreneurship
Pedro Richards, CFA's Raymond James Experience May 2010 - May 2013
Job MBA Candidate at Chicago Booth Class 2015
Industry Venture Capital & Private Equity
Experience
University of Chicago Booth School of Business July 2013 - Present
Pegasus September 2014 - September 2014
PAAMCO June 2014 - August 2014
Raymond James May 2010 - May 2013
NF Developers SA June 2008 - May 2010
BBVA Banco Francés October 2007 - June 2008
Capital Markets Argentina March 2006 - October 2006
Skills
Corporate Finance, Valuation, Economics, Investor Relations, Private Equity, Equity Research, Asset Managment, Agribusiness, Finance, Capital Markets
Education
Boston College 2007 — 2007
Universidad Católica Argentina 2003 — 2007
Lic.
Woodland School 1993 — 1994
3rd grade
University of Chicago Booth School of Business July 2013 - Present
Pegasus September 2014 - September 2014
PAAMCO June 2014 - August 2014
Raymond James May 2010 - May 2013
NF Developers SA June 2008 - May 2010
BBVA Banco Francés October 2007 - June 2008
Capital Markets Argentina March 2006 - October 2006
Skills
Corporate Finance, Valuation, Economics, Investor Relations, Private Equity, Equity Research, Asset Managment, Agribusiness, Finance, Capital Markets
Education
Boston College 2007 — 2007
Universidad Católica Argentina 2003 — 2007
Lic.
Woodland School 1993 — 1994
3rd grade
Rob Marckel's Raymond James Experience May 2010 - Present
Job Managing Director Institutional Equity Sales at Raymond James
Industry Investment Banking
Experience
Raymond James May 2010 - Present
KeyBanc Capital Markets 1996 - 2010
Skills
Series 63, Series 7, Investments, Equities, Equity Research, Investment Banking, Hedge Funds, Alternative Investments, Securities, Bloomberg
Education
John Carroll University 1992 — 1994
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Bowling Green State University 1988 — 1992
Bachelor's degree, Finance and Financial Management Services
Raymond James May 2010 - Present
KeyBanc Capital Markets 1996 - 2010
Skills
Series 63, Series 7, Investments, Equities, Equity Research, Investment Banking, Hedge Funds, Alternative Investments, Securities, Bloomberg
Education
John Carroll University 1992 — 1994
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Bowling Green State University 1988 — 1992
Bachelor's degree, Finance and Financial Management Services
Ryan Rons's Raymond James Experience August 2004 - December 2006
Job Implementation Specialist at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP April 2012 - Present
Bloomberg LP January 2008 - April 2012
International Securities Exchange January 2007 - December 2007
Raymond James August 2004 - December 2006
Skills
Electronic Trading, Software Implementation, Financial Systems..., Equity Trading, Execution Management, Trading Solutions, Order Management Systems, Direct Market Access, Low Touch Trading, Execution Management..., Bloomberg, Order Management, Trading, Derivatives, Trading Systems, Options, Market Data, Bloomberg Terminal, Fixed Income, Equities, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BA, Finance & Investments
GN South.
Bloomberg LP April 2012 - Present
Bloomberg LP January 2008 - April 2012
International Securities Exchange January 2007 - December 2007
Raymond James August 2004 - December 2006
Skills
Electronic Trading, Software Implementation, Financial Systems..., Equity Trading, Execution Management, Trading Solutions, Order Management Systems, Direct Market Access, Low Touch Trading, Execution Management..., Bloomberg, Order Management, Trading, Derivatives, Trading Systems, Options, Market Data, Bloomberg Terminal, Fixed Income, Equities, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BA, Finance & Investments
GN South.
Matt Baehr's Raymond James Experience November 2013 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James November 2013 - Present
Baehr Challenge LTD for Parkinson's Research March 2009 - Present
UBS Financial Services, Inc. April 2012 - November 2013
Morgan Stanley Smith Barney 2011 - 2012
Spartan Boot Camps, LLC March 2009 - 2012
Skills
Finance, Financial Advisory, Securities, Marketing, Strategic Planning, Leadership, Public Speaking, Investments, Marketing Strategy, Social Media Marketing
Education
Arizona State University
Business Sustainability, W. P. Carey School of Business, 3.5
Corona del Sol 1999 — 2003
Business
Raymond James November 2013 - Present
Baehr Challenge LTD for Parkinson's Research March 2009 - Present
UBS Financial Services, Inc. April 2012 - November 2013
Morgan Stanley Smith Barney 2011 - 2012
Spartan Boot Camps, LLC March 2009 - 2012
Skills
Finance, Financial Advisory, Securities, Marketing, Strategic Planning, Leadership, Public Speaking, Investments, Marketing Strategy, Social Media Marketing
Education
Arizona State University
Business Sustainability, W. P. Carey School of Business, 3.5
Corona del Sol 1999 — 2003
Business
Stacy Larsen's Raymond James Experience May 2012 - Present
Job Education Specialist at Raymond James
Industry Financial Services
Experience
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 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
Nancy Waterbury's Raymond James Experience February 2010 - July 2010
Job MBA Candidate BYU's Marriott School of Management Class of 2012
Industry Financial Services
Experience
Brigham Young University September 2010 - Present
Raymond James February 2010 - July 2010
Morgan Stanley Smith Barney October 2005 - February 2010
MORGAN STANLEY SMITH BARNEY October 2005 - February 2010
PREMIER AQUATICS May 2004 - September 2005
Heritage Foundation September 2002 - December 2002
Skills
Series 7, Mutual Funds, Trading, Investments, Financial Analysis, Personal Finance
Education
Brigham Young University 2010 — 2012
MBA, Finance
Brigham Young University, Marriott School of Business 2010 — 2012
Masters, Business Administration
University of Utah - David Eccles School of Business 2000 — 2004
Bachelor of Science, Finance
Brigham Young University September 2010 - Present
Raymond James February 2010 - July 2010
Morgan Stanley Smith Barney October 2005 - February 2010
MORGAN STANLEY SMITH BARNEY October 2005 - February 2010
PREMIER AQUATICS May 2004 - September 2005
Heritage Foundation September 2002 - December 2002
Skills
Series 7, Mutual Funds, Trading, Investments, Financial Analysis, Personal Finance
Education
Brigham Young University 2010 — 2012
MBA, Finance
Brigham Young University, Marriott School of Business 2010 — 2012
Masters, Business Administration
University of Utah - David Eccles School of Business 2000 — 2004
Bachelor of Science, Finance
Christine Berrios's Raymond James Experience June 2005 - December 2006
Job Director of Operations, Fixed Income trade support Team Leader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley July 2007 - December 2011
Raymond James June 2005 - December 2006
Skills
Fixed Income, Investments, High Yield, Bloomberg, Equities, Risk Management, Securities, Series 7, Microsoft Office, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
MBA Candidate, Finance
University of Miami - School of Business 2003 — 2007
BBA, International Finance and Marketing
Morgan Stanley January 2012 - Present
Morgan Stanley July 2007 - December 2011
Raymond James June 2005 - December 2006
Skills
Fixed Income, Investments, High Yield, Bloomberg, Equities, Risk Management, Securities, Series 7, Microsoft Office, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
MBA Candidate, Finance
University of Miami - School of Business 2003 — 2007
BBA, International Finance and Marketing
Jessica Nigh's Raymond James Experience January 1998 - January 1999
Job Account Executive at Pur Minerals
Industry Cosmetics
Experience
Pur Minerals December 2008 - Present
Dillards August 2005 - January 2008
Dillards March 2004 - August 2005
Northwestern Mutual Financial Network January 2003 - December 2003
Cbeyond Communication January 2002 - December 2003
Envision Technology Partners January 2001 - December 2001
Immedient January 1999 - January 2001
Raymond James January 1998 - January 1999
Fairmont January 1995 - January 1999
Skills
Cosmetics, Retail, Makeup Artistry, Beauty, Skin Care, Beauty Industry, Sales, Merchandising, Sales Management, Marketing, Brand Management, Luxury Goods, Visual Merchandising, Fragrance, Consumer Products, Store Management, Retail Sales, Fashion
Education
Binghamton University 1994 — 1998
Bachelor of Arts, Psychology
Binghamton University 1994 — 1998
Bachelor's degree, Psychology
Pur Minerals December 2008 - Present
Dillards August 2005 - January 2008
Dillards March 2004 - August 2005
Northwestern Mutual Financial Network January 2003 - December 2003
Cbeyond Communication January 2002 - December 2003
Envision Technology Partners January 2001 - December 2001
Immedient January 1999 - January 2001
Raymond James January 1998 - January 1999
Fairmont January 1995 - January 1999
Skills
Cosmetics, Retail, Makeup Artistry, Beauty, Skin Care, Beauty Industry, Sales, Merchandising, Sales Management, Marketing, Brand Management, Luxury Goods, Visual Merchandising, Fragrance, Consumer Products, Store Management, Retail Sales, Fashion
Education
Binghamton University 1994 — 1998
Bachelor of Arts, Psychology
Binghamton University 1994 — 1998
Bachelor's degree, Psychology
Eric Baumgartner's Raymond James Experience May 2009 - September 2009
Job Business Director at Braintree
Industry Financial Services
Experience
Braintree May 2013 - Present
BMO Harris Bank March 2011 - May 2013
Mutual Federal Bank August 2010 - March 2011
Raymond James May 2009 - September 2009
Skills
Portfolio Management, Investments, Banking, Loans, Retail Banking, Customer Service, Finance, Financial Services, Cross Selling, Market Research, Marketing Strategy, Financial Analysis, Credit, Wealth Management, Cash Management, Series 7, Mutual Funds, Asset Management
Education
Augustana College 2006 — 2010
Bachelor of Arts (B.A.), Business Administration, concentration in Finance
Augustana College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Benet Academy 2002 — 2006
High School Diploma
Braintree May 2013 - Present
BMO Harris Bank March 2011 - May 2013
Mutual Federal Bank August 2010 - March 2011
Raymond James May 2009 - September 2009
Skills
Portfolio Management, Investments, Banking, Loans, Retail Banking, Customer Service, Finance, Financial Services, Cross Selling, Market Research, Marketing Strategy, Financial Analysis, Credit, Wealth Management, Cash Management, Series 7, Mutual Funds, Asset Management
Education
Augustana College 2006 — 2010
Bachelor of Arts (B.A.), Business Administration, concentration in Finance
Augustana College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Benet Academy 2002 — 2006
High School Diploma
William Cumings's Raymond James Experience August 2010 - Present
Job Intern at Raymond James
Industry Financial Services
Experience
Raymond James August 2010 - Present
Education
Allegheny College 2007 — 2011
Raymond James August 2010 - Present
Education
Allegheny College 2007 — 2011
Chase Seaver's Raymond James Experience June 2012 - July 2014
Job Analyst at Privet Fund Management
Industry Investment Management
Experience
Privet Fund Management September 2014 - Present
Raymond James June 2012 - July 2014
Mastrapasqua Asset Management September 2011 - December 2011
Bonham Technologies Inc. May 2009 - July 2011
Skills
Financial Analysis, Valuation, Microsoft Excel, Corporate Finance, Financial Modeling, Mergers & Acquisitions
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master of Science, Finance
Birmingham-Southern College 2007 — 2011
Bachelor of Arts, Philosophy
Virgil I. Grissom High School 2003 — 2007
CFA Program
Privet Fund Management September 2014 - Present
Raymond James June 2012 - July 2014
Mastrapasqua Asset Management September 2011 - December 2011
Bonham Technologies Inc. May 2009 - July 2011
Skills
Financial Analysis, Valuation, Microsoft Excel, Corporate Finance, Financial Modeling, Mergers & Acquisitions
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master of Science, Finance
Birmingham-Southern College 2007 — 2011
Bachelor of Arts, Philosophy
Virgil I. Grissom High School 2003 — 2007
CFA Program
steven weisberg's Raymond James Experience October 2011 - Present
Job
Industry Financial Services
Experience
Raymond James October 2011 - Present
Morgan Stanley February 2003 - September 2011
Smith Barney June 1994 - February 2003
Skills
Fundamental Analysis, Technical Analysis, Equity Trading, Mutual Funds, Bloomberg, Financial Advisory, Securities, Series 7
Education
SUNY Binghamton 1970 — 1972
B.A.
Brooklyn College 1968 — 1970
Bachelor of Arts (B.A.), Economics
Raymond James October 2011 - Present
Morgan Stanley February 2003 - September 2011
Smith Barney June 1994 - February 2003
Skills
Fundamental Analysis, Technical Analysis, Equity Trading, Mutual Funds, Bloomberg, Financial Advisory, Securities, Series 7
Education
SUNY Binghamton 1970 — 1972
B.A.
Brooklyn College 1968 — 1970
Bachelor of Arts (B.A.), Economics
Blynn Masters's Raymond James Experience April 2010 - Present
Job Registered Sales Associate at Raymond James
Industry Investment Management
Experience
Raymond James April 2010 - Present
Morgan Stanly Smith Barney September 2009 - April 2010
Merrill Lynch February 1990 - April 2007
Education
Brenau University 1980 — 1982
Bachelor of Arts (B.A.), Broadcast Journalism
The University of Georgia 1978 — 1980
Journalism
Raymond James April 2010 - Present
Morgan Stanly Smith Barney September 2009 - April 2010
Merrill Lynch February 1990 - April 2007
Education
Brenau University 1980 — 1982
Bachelor of Arts (B.A.), Broadcast Journalism
The University of Georgia 1978 — 1980
Journalism
Rory O'shea's Raymond James Experience May 2011 - September 2011
Job Sales/Barista/Inventory Manager at Owosso Books & More
Industry Retail
Experience
Self-Employeed January 2013 - Present
Owosso Books September 2009 - Present
Raymond James May 2011 - September 2011
Viron International (Owosso, MI)………………………………………………………………………… May 2007 - January 2008
Owosso Public Schools July 2005 - July 2006
Education
Baker College of Owosso
Bachelor of Computer Information Systems Software & Security, Computer and Information Systems Security/Information Assurance
ITT Technical Institute
Bachelor’s Degree; Associate of Applied Science Degree, Computer Science; Computer Electronics Engineering Technology
Self-Employeed January 2013 - Present
Owosso Books September 2009 - Present
Raymond James May 2011 - September 2011
Viron International (Owosso, MI)………………………………………………………………………… May 2007 - January 2008
Owosso Public Schools July 2005 - July 2006
Education
Baker College of Owosso
Bachelor of Computer Information Systems Software & Security, Computer and Information Systems Security/Information Assurance
ITT Technical Institute
Bachelor’s Degree; Associate of Applied Science Degree, Computer Science; Computer Electronics Engineering Technology
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS