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
Shane Sokol Shane Sokol's Raymond James Experience February 1996 - March 2002
Job CEO, Equity Analyst & Financial Writer
Industry Financial Services
Experience
Falcon Equity Research, LLC April 2004 - Present
Lipper, Inc., A ThomsonReuters Company October 2007 - March 2011
Piper Jaffray August 2003 - December 2006
Raymond James February 1996 - March 2002
Skills
Equity Compensation, Mutual Funds, Fixed Income, Financial Markets, Investor Relations, Financial Reporting, Compliance, Series 7, Accounting, Equity Research, Restricted Stock, Financial Writing, Regulatory Reporting, Trading, FINRA, SEC Regulations, Rule 144, Market Making, Retirement Planning, SEC Reporting, Small Cap, Micro-Cap, Asset Management, Investments, Financial Analysis, Investment Management, IPO, Options, Securities, Fund Of Funds, Equity Valuation, Settlement, Managerial Finance, Equities
Education
Western Governors University
Bachelor of Science
University of Florida
Pinellas Park High School
Falcon Equity Research, LLC April 2004 - Present
Lipper, Inc., A ThomsonReuters Company October 2007 - March 2011
Piper Jaffray August 2003 - December 2006
Raymond James February 1996 - March 2002
Skills
Equity Compensation, Mutual Funds, Fixed Income, Financial Markets, Investor Relations, Financial Reporting, Compliance, Series 7, Accounting, Equity Research, Restricted Stock, Financial Writing, Regulatory Reporting, Trading, FINRA, SEC Regulations, Rule 144, Market Making, Retirement Planning, SEC Reporting, Small Cap, Micro-Cap, Asset Management, Investments, Financial Analysis, Investment Management, IPO, Options, Securities, Fund Of Funds, Equity Valuation, Settlement, Managerial Finance, Equities
Education
Western Governors University
Bachelor of Science
University of Florida
Pinellas Park High School
Brendan Corrigan Brendan Corrigan's Raymond James Experience 2004 - 2005
Job
Industry Banking
Experience
J.P. Morgan January 2012 - Present
Bank of America Merrill Lynch September 2008 - January 2012
SunTrust Banks, Inc. September 2005 - August 2008
Raymond James 2004 - 2005
Skills
Cash Management, Finance, Capital Markets, Credit Analysis, Investment Banking, Portfolio Management, Loans, Financial Modeling, Credit, Fixed Income, Valuation, Banking, Equities, Corporate Finance, Financial Analysis, Investments, Asset Managment, Commercial Banking, Derivatives, Bonds, Commercial Lending, Treasury Management, Strategy, Fire Safety, Asset Management, Critical Thinking, Credit Risk
Education
University of Florida - Warrington College Of Business 2001 — 2005
Bachelor of Science
J.P. Morgan January 2012 - Present
Bank of America Merrill Lynch September 2008 - January 2012
SunTrust Banks, Inc. September 2005 - August 2008
Raymond James 2004 - 2005
Skills
Cash Management, Finance, Capital Markets, Credit Analysis, Investment Banking, Portfolio Management, Loans, Financial Modeling, Credit, Fixed Income, Valuation, Banking, Equities, Corporate Finance, Financial Analysis, Investments, Asset Managment, Commercial Banking, Derivatives, Bonds, Commercial Lending, Treasury Management, Strategy, Fire Safety, Asset Management, Critical Thinking, Credit Risk
Education
University of Florida - Warrington College Of Business 2001 — 2005
Bachelor of Science
Mark Purdom Mark Purdom's Raymond James Experience January 2002 - December 2012
Job Investment Advisor Representative at Lanson Advisors, LLC
Industry Financial Services
Experience
Lanson Advisors, LLC January 2013 - Present
Raymond James January 2002 - December 2012
Education
University of Kentucky 1979 — 1985
BA, Economics
Lanson Advisors, LLC January 2013 - Present
Raymond James January 2002 - December 2012
Education
University of Kentucky 1979 — 1985
BA, Economics
PEDRO HARTH-SILVA PEDRO HARTH-SILVA's Raymond James Experience November 2010 - Present
Job Senior Vice President, Investments, Raymond James
Industry Financial Services
Experience
Raymond James November 2010 - Present
UBS November 2006 - November 2011
Citigroup - Salomon Smith Barney 1994 - 2007
Skills
Fixed Income, Asset Managment, Alternative Investments, Asset Management, Capital Markets, Investment Strategies, Valuation, Financial Modeling, Due Diligence, Series 63, Portfolio Management, Strategic Financial..., Derivatives, Corporate Finance, Series 7, Investment Advisory, Asset Allocation, Equities, Mergers, Mutual Funds
Education
University of Miami 1984 — 1987
International Finance, BBA
Birmingham Southern College 1979 — 1983
Bachelor, Economics
Raymond James November 2010 - Present
UBS November 2006 - November 2011
Citigroup - Salomon Smith Barney 1994 - 2007
Skills
Fixed Income, Asset Managment, Alternative Investments, Asset Management, Capital Markets, Investment Strategies, Valuation, Financial Modeling, Due Diligence, Series 63, Portfolio Management, Strategic Financial..., Derivatives, Corporate Finance, Series 7, Investment Advisory, Asset Allocation, Equities, Mergers, Mutual Funds
Education
University of Miami 1984 — 1987
International Finance, BBA
Birmingham Southern College 1979 — 1983
Bachelor, Economics
Eric Harter Eric Harter's Raymond James Experience June 2012 - July 2014
Job Advisor Choice Consultant
Industry Financial Services
Experience
Raymond James Financial Inc. February 2015 - Present
Raymond James Financial Inc. July 2014 - Present
Raymond James June 2012 - July 2014
Eagle Asset Management September 2007 - June 2012
Colonial Bank December 2005 - September 2007
Skills
Series 7, Series 66, Portfolio Management, Portfolio Performance..., Investment Strategies, Asset Management, Uniform Combined State..., Separately Managed..., Series 6, Series 63, Wealth Management
Education
University of Michigan 1998 — 2003
Bachelor's degree, Economics/Sociology
Raymond James Financial Inc. February 2015 - Present
Raymond James Financial Inc. July 2014 - Present
Raymond James June 2012 - July 2014
Eagle Asset Management September 2007 - June 2012
Colonial Bank December 2005 - September 2007
Skills
Series 7, Series 66, Portfolio Management, Portfolio Performance..., Investment Strategies, Asset Management, Uniform Combined State..., Separately Managed..., Series 6, Series 63, Wealth Management
Education
University of Michigan 1998 — 2003
Bachelor's degree, Economics/Sociology
Erica Hoffman's Raymond James Experience July 2007 - Present
Job Branch Operations Specialist II at Raymond James
Industry Financial Services
Experience
Raymond James July 2007 - Present
A.G. Edwards & Sons, Inc. April 1994 - July 2007
Education
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (B.S.), Animal Sciences
Evanston Township High School 1980 — 1984
Raymond James July 2007 - Present
A.G. Edwards & Sons, Inc. April 1994 - July 2007
Education
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (B.S.), Animal Sciences
Evanston Township High School 1980 — 1984
Daniel Mozer's Raymond James Experience November 2012 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James November 2012 - Present
Bank of Colorado November 2012 - Present
Sorrento Pacific Financial, LLC February 2011 - October 2012
Edward Jones March 2010 - December 2010
Wells Fargo Bank July 2008 - March 2010
Skills
Retirement Planning, Mutual Funds, Insurance, Strategic Financial..., Fixed Annuities, Alternative Investments, Wealth, Retirement, Securities, Wealth Management
Education
University of Nebraska at Omaha 2004 — 2009
Banking and Finance
Battle Creek High School
Raymond James November 2012 - Present
Bank of Colorado November 2012 - Present
Sorrento Pacific Financial, LLC February 2011 - October 2012
Edward Jones March 2010 - December 2010
Wells Fargo Bank July 2008 - March 2010
Skills
Retirement Planning, Mutual Funds, Insurance, Strategic Financial..., Fixed Annuities, Alternative Investments, Wealth, Retirement, Securities, Wealth Management
Education
University of Nebraska at Omaha 2004 — 2009
Banking and Finance
Battle Creek High School
Darryl Thompson's Raymond James Experience June 1998 - Present
Job First Vice President / Investments / Financial Advisor
Industry Financial Services
Experience
Raymond James June 1998 - Present
Cobbs, Allen & Hall April 1997 - May 1998
Healthcare Insurance Services 1995 - 1997
Skills
Retirement Planning, Wealth Management, Asset Allocation, Series 7, Strategic Financial..., Series 63, Retirement, Mutual Funds, Fixed Annuities, Investments, Portfolio Management, Alternative Investments, Bonds, Investment Strategies, Asset Managment
Education
University of Georgia - Terry College of Business 1991 — 1995
Risk Management / Insurance
Forsyth country day school 1985 — 1991
Westminster Schools 1983 — 1985
Raymond James June 1998 - Present
Cobbs, Allen & Hall April 1997 - May 1998
Healthcare Insurance Services 1995 - 1997
Skills
Retirement Planning, Wealth Management, Asset Allocation, Series 7, Strategic Financial..., Series 63, Retirement, Mutual Funds, Fixed Annuities, Investments, Portfolio Management, Alternative Investments, Bonds, Investment Strategies, Asset Managment
Education
University of Georgia - Terry College of Business 1991 — 1995
Risk Management / Insurance
Forsyth country day school 1985 — 1991
Westminster Schools 1983 — 1985
Jorge Nickiford's Raymond James Experience April 2014 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James April 2014 - Present
Skills
Management Consulting, Strategic Planning, Business Planning, Financial Analysis, New Business Development, Marketing Strategy, Business Development, Entrepreneurship, Team Leadership, Start-ups, Strategy, Risk Management, Business Strategy, Investments, Sales Management, Finance
Education
University of Mobile 1993 — 1996
Bachelor of Business Administration (BBA), Business Administration and Finance
Raymond James April 2014 - Present
Skills
Management Consulting, Strategic Planning, Business Planning, Financial Analysis, New Business Development, Marketing Strategy, Business Development, Entrepreneurship, Team Leadership, Start-ups, Strategy, Risk Management, Business Strategy, Investments, Sales Management, Finance
Education
University of Mobile 1993 — 1996
Bachelor of Business Administration (BBA), Business Administration and Finance
Jo-Ann MacWilliams-Wolf Jo-Ann MacWilliams-Wolf's Raymond James Experience May 1999 - Present
Job BringBalancetoLife.net
Industry Financial Services
Experience
Raymond James May 1999 - Present
Raymond James 1982 - Present
Skills
Retirement Planning, Wealth Management, Investments, Securities, Series 7, Portfolio Management, Financial Advisory, Strategic Financial..., Marketing Strategy, Marketing Communications, Mutual Funds, Investment Advisory, Finance, Team Building, Series 63, Financial Analysis, Leadership, Social Media
Education
University of Michigan-Dearborn 1975 — 1981
Bachelors of Art, Psychology
Henry Ford High School
Raymond James May 1999 - Present
Raymond James 1982 - Present
Skills
Retirement Planning, Wealth Management, Investments, Securities, Series 7, Portfolio Management, Financial Advisory, Strategic Financial..., Marketing Strategy, Marketing Communications, Mutual Funds, Investment Advisory, Finance, Team Building, Series 63, Financial Analysis, Leadership, Social Media
Education
University of Michigan-Dearborn 1975 — 1981
Bachelors of Art, Psychology
Henry Ford High School
Peggy Girard, WMS Peggy Girard, WMS's Raymond James Experience May 2001 - Present
Job Associate Vice President, Investments, Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James May 2001 - Present
Skills
Investments, Retirement Planning, Financial Advisory, Risk Management, Estate Planning, Portfolio Management, Public Speaking, Finance, Tax Planning, Life Insurance and..., 401K Rollovers, Retirement Income, Pre-Retirement Planning, IRA's and Roth IRA's, 403b's
Education
University of Michigan-Dearborn
Business Administration and Management, General
Raymond James May 2001 - Present
Skills
Investments, Retirement Planning, Financial Advisory, Risk Management, Estate Planning, Portfolio Management, Public Speaking, Finance, Tax Planning, Life Insurance and..., 401K Rollovers, Retirement Income, Pre-Retirement Planning, IRA's and Roth IRA's, 403b's
Education
University of Michigan-Dearborn
Business Administration and Management, General
Byron Pate Byron Pate's Raymond James Experience 1999 - 2000
Job Technology Architect at Assurant
Industry Information Technology and Services
Experience
Assurant February 2015 - Present
The Coca-Cola Company October 2013 - February 2015
Assurant September 2012 - October 2013
Assurant March 2009 - September 2012
Assurant, Inc. August 2005 - March 2009
Culpepper and Associates 2001 - 2005
Florida DOH - CMS 2000 - 2000
Raymond James 1999 - 2000
Skills
IIS, Data Center, LDAP, Windows Server, .NET, Server Architecture, Siteminder, High Availability, Linux, Visio, Disaster Recovery, F5 BigIP, OAM, Windows Server 2008, Mentoring, Team Management, NoSQL, Quest vWorkspace, Powershell, Change Management, Raven, Octopus, Microsoft SQL Server, Oracle Agile PLM, WordPress, MSBuild
Education
University of Florida - Warrington College Of Business 1996 — 2000
Bachelor of Science, Decision Information Sciences
Assurant February 2015 - Present
The Coca-Cola Company October 2013 - February 2015
Assurant September 2012 - October 2013
Assurant March 2009 - September 2012
Assurant, Inc. August 2005 - March 2009
Culpepper and Associates 2001 - 2005
Florida DOH - CMS 2000 - 2000
Raymond James 1999 - 2000
Skills
IIS, Data Center, LDAP, Windows Server, .NET, Server Architecture, Siteminder, High Availability, Linux, Visio, Disaster Recovery, F5 BigIP, OAM, Windows Server 2008, Mentoring, Team Management, NoSQL, Quest vWorkspace, Powershell, Change Management, Raven, Octopus, Microsoft SQL Server, Oracle Agile PLM, WordPress, MSBuild
Education
University of Florida - Warrington College Of Business 1996 — 2000
Bachelor of Science, Decision Information Sciences
Jay Gorman Jay Gorman's Raymond James Experience November 2011 - Present
Job Vice President Investment Banking at Raymond James
Industry Investment Banking
Experience
Raymond James November 2011 - Present
Procter & Gamble April 2009 - November 2011
National City Capital Markets January 2008 - April 2009
Brown-Forman 2004 - 2008
Yum! Brands Inc. 2002 - 2004
APB Energy, Inc. 1998 - 2000
Skills
Financial Accounting, Financial Modeling, Mergers, Forecasting, Competitive Analysis, Corporate Finance, Financial Planning, Valuation, Business Strategy, Strategic Planning, Strategy Development, Due Diligence, Business Planning, Retail, Financial Analysis, Budgeting, Negotiation, P&L Management, Accounting, Pricing, Market Research, Analysis, New Business Development, Problem Solving, Business Analysis, Planning, Excel, P&L, Data Analysis, PowerPoint, Contract Negotiations, Financial Reporting, Risk Management, Marketing Strategy, Customer Relations, Process Improvement, Team Building
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance, Accounting, Strategy
University of Kentucky 1993 — 1997
B.A., Economics
Raymond James November 2011 - Present
Procter & Gamble April 2009 - November 2011
National City Capital Markets January 2008 - April 2009
Brown-Forman 2004 - 2008
Yum! Brands Inc. 2002 - 2004
APB Energy, Inc. 1998 - 2000
Skills
Financial Accounting, Financial Modeling, Mergers, Forecasting, Competitive Analysis, Corporate Finance, Financial Planning, Valuation, Business Strategy, Strategic Planning, Strategy Development, Due Diligence, Business Planning, Retail, Financial Analysis, Budgeting, Negotiation, P&L Management, Accounting, Pricing, Market Research, Analysis, New Business Development, Problem Solving, Business Analysis, Planning, Excel, P&L, Data Analysis, PowerPoint, Contract Negotiations, Financial Reporting, Risk Management, Marketing Strategy, Customer Relations, Process Improvement, Team Building
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance, Accounting, Strategy
University of Kentucky 1993 — 1997
B.A., Economics
Bill Dorman Bill Dorman's Raymond James Experience 2005 - 2007
Job Business Consultant, Entrepreneur Mentor
Industry Management Consulting
Experience
Santa Fe College February 2014 - Present
Santa Fe College February 2009 - January 2014
Crosslinear February 2008 - Present
StartupFusion April 2013 - Present
GTEC - Gainesville Technology Enterprise Center March 2011 - November 2011
FMI Corporation 2007 - 2008
Raymond James 2005 - 2007
Northwestern Mutual 1990 - 2004
Skills
Business Planning, Marketing Strategy, Performance Management, Succession Planning, Strategic Planning, Market Analysis, Change Management, Competitive Analysis, Market Research, Business Strategy, Negotiation, New Business Development, Strategy Development, Start-ups, Management Consulting, Entrepreneurship, Strategy, Cross-functional Team..., Management, Team Building, Team Leadership, CRM, Project Management, Leadership, Sales, Product Development, Social Media, Business Development, Social Networking, Public Speaking, Program Management, Organizational..., Recruiting, Training, Marketing, Small Business, Contract Negotiation, Fundraising, Time Management, Social Media Marketing, Budgets, Analysis, Finance, Consulting, Public Relations, Event Management, Coaching, Leadership Development, Process Improvement, Strategic Partnerships
Education
University of Florida - Warrington College of Business Administration 2004 — 2006
MBA, Human Resource Management
University of Florida - Warrington College of Business Administration 1986 — 1990
BSBA, Finance
Riverview High School 1982 — 1986
Diploma, College Prep
Santa Fe College February 2014 - Present
Santa Fe College February 2009 - January 2014
Crosslinear February 2008 - Present
StartupFusion April 2013 - Present
GTEC - Gainesville Technology Enterprise Center March 2011 - November 2011
FMI Corporation 2007 - 2008
Raymond James 2005 - 2007
Northwestern Mutual 1990 - 2004
Skills
Business Planning, Marketing Strategy, Performance Management, Succession Planning, Strategic Planning, Market Analysis, Change Management, Competitive Analysis, Market Research, Business Strategy, Negotiation, New Business Development, Strategy Development, Start-ups, Management Consulting, Entrepreneurship, Strategy, Cross-functional Team..., Management, Team Building, Team Leadership, CRM, Project Management, Leadership, Sales, Product Development, Social Media, Business Development, Social Networking, Public Speaking, Program Management, Organizational..., Recruiting, Training, Marketing, Small Business, Contract Negotiation, Fundraising, Time Management, Social Media Marketing, Budgets, Analysis, Finance, Consulting, Public Relations, Event Management, Coaching, Leadership Development, Process Improvement, Strategic Partnerships
Education
University of Florida - Warrington College of Business Administration 2004 — 2006
MBA, Human Resource Management
University of Florida - Warrington College of Business Administration 1986 — 1990
BSBA, Finance
Riverview High School 1982 — 1986
Diploma, College Prep
Jeffrey Rubens Jeffrey Rubens's Raymond James Experience November 2007 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James November 2007 - Present
Skills
Investment Advisory, Securities, Financial Advisory, Investments, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Portfolio Management, Asset Allocation, Equities, Strategic Financial..., Asset Management, Alternative Investments, Investment Strategies, Series 63, Retirement, Fixed Income, Capital Markets, Valuation
Education
University of Miami - School of Business 1976 — 1979
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Raymond James November 2007 - Present
Skills
Investment Advisory, Securities, Financial Advisory, Investments, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Portfolio Management, Asset Allocation, Equities, Strategic Financial..., Asset Management, Alternative Investments, Investment Strategies, Series 63, Retirement, Fixed Income, Capital Markets, Valuation
Education
University of Miami - School of Business 1976 — 1979
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Tom Biermann Tom Biermann's Raymond James Experience January 2010 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James January 2010 - Present
AG Edwards/ Wachovia/ Wells Fargo October 1986 - January 2010
EF Hutton November 1984 - October 1986
Education
University of Missouri-Columbia 1976 — 1980
BSBA Finance, Finance
Raymond James January 2010 - Present
AG Edwards/ Wachovia/ Wells Fargo October 1986 - January 2010
EF Hutton November 1984 - October 1986
Education
University of Missouri-Columbia 1976 — 1980
BSBA Finance, Finance
Anthony W Tedeschi Anthony W Tedeschi's Raymond James Experience July 2007 - Present
Job Managing Director | Tedeschi Wealth Managment Group of Raymond James
Industry Financial Services
Experience
Raymond James July 2007 - Present
Skills
Equities, Wealth Management, Investments, Securities, Management, Series 7, Finance, Strategic Planning
Education
University of Nebraska at Omaha
Economics
Raymond James July 2007 - Present
Skills
Equities, Wealth Management, Investments, Securities, Management, Series 7, Finance, Strategic Planning
Education
University of Nebraska at Omaha
Economics
Paul B. Elam, AIF Paul B. Elam, AIF's Raymond James Experience May 2003 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 2003 - Present
Education
University of North Carolina at Chapel Hill 1987 — 1991
Bachelor's Degree, Economics
Episcopal High School 1984 — 1987
High School
Raymond James May 2003 - Present
Education
University of North Carolina at Chapel Hill 1987 — 1991
Bachelor's Degree, Economics
Episcopal High School 1984 — 1987
High School
Paul Mark Paul Mark's Raymond James Experience March 2014 - Present
Job Research Director/Registered Dental Assistant
Industry Financial Services
Experience
UV Dental Services September 2014 - Present
Raymond James March 2014 - Present
Stifel Nicolaus August 2009 - October 2012
Skills
Leadership, Dentistry, Periodontics, Endodontics, Team Leadership, Business Strategy, Business, Business Development, New Business Development, Small Business, Business Process, Communication, Management, Sales, Customer Service
Education
University of Medicine and Dentistry of New Jersey 2009 — 2013
Doctor of Medicine (M.D.), Dental Assisting/Assistant
Odessa College 2004 — 2008
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
UV Dental Services September 2014 - Present
Raymond James March 2014 - Present
Stifel Nicolaus August 2009 - October 2012
Skills
Leadership, Dentistry, Periodontics, Endodontics, Team Leadership, Business Strategy, Business, Business Development, New Business Development, Small Business, Business Process, Communication, Management, Sales, Customer Service
Education
University of Medicine and Dentistry of New Jersey 2009 — 2013
Doctor of Medicine (M.D.), Dental Assisting/Assistant
Odessa College 2004 — 2008
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Terry Tobin Terry Tobin's Raymond James Experience 2012 - 2014
Job Sales Account Manager at PhishLabs
Industry Computer & Network Security
Experience
PhishLabs October 2015 - Present
PhishLabs August 2014 - September 2015
Raymond James 2012 - 2014
Merrill Lynch 2003 - 2012
Scudder Investments 2001 - 2003
Skills
Business Development, Sales, Contract Negotiation, Finance, Leadership, Key Account Development, Account Management, Marketing, IT Sales, Marketing Strategy, New Business Development, Enterprise Software, Management, Information Security, Strategic Planning, Customer Service, Information Technology, Salesforce.com, Solution Selling, Investments, Investment Management, Financial Analysis, Securities
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics & Political Science
PhishLabs October 2015 - Present
PhishLabs August 2014 - September 2015
Raymond James 2012 - 2014
Merrill Lynch 2003 - 2012
Scudder Investments 2001 - 2003
Skills
Business Development, Sales, Contract Negotiation, Finance, Leadership, Key Account Development, Account Management, Marketing, IT Sales, Marketing Strategy, New Business Development, Enterprise Software, Management, Information Security, Strategic Planning, Customer Service, Information Technology, Salesforce.com, Solution Selling, Investments, Investment Management, Financial Analysis, Securities
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics & Political Science
Jim Chester Jim Chester's Raymond James Experience March 2006 - Present
Job Senior Vice President at Raymond James
Industry Investment Banking
Experience
Raymond James March 2006 - Present
Morgan Stanley 2004 - 2006
Lehman Brothers August 2003 - July 2004
Lehman Brothers June 2002 - August 2002
First Union 1998 - 2001
SouthTrust Bank July 1993 - April 1998
Skills
Financial Modeling, Financial Analysis, Valuation, Mergers & Acquisitions, Private Equity, Due Diligence, Corporate Finance, Investments, Capital Markets, Finance, Portfolio Management, Investment Banking, Equities, Risk Management, Financial Services, Credit, Banking, Asset Management, Alternative Investments, Venture Capital
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA)
University of Alabama at Birmingham 1995 — 1998
Master of Accounting
University of Georgia - Terry College of Business 1988 — 1993
Bachelor of Business Administration (BBA), Finance
Raymond James March 2006 - Present
Morgan Stanley 2004 - 2006
Lehman Brothers August 2003 - July 2004
Lehman Brothers June 2002 - August 2002
First Union 1998 - 2001
SouthTrust Bank July 1993 - April 1998
Skills
Financial Modeling, Financial Analysis, Valuation, Mergers & Acquisitions, Private Equity, Due Diligence, Corporate Finance, Investments, Capital Markets, Finance, Portfolio Management, Investment Banking, Equities, Risk Management, Financial Services, Credit, Banking, Asset Management, Alternative Investments, Venture Capital
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA)
University of Alabama at Birmingham 1995 — 1998
Master of Accounting
University of Georgia - Terry College of Business 1988 — 1993
Bachelor of Business Administration (BBA), Finance
Paul Benson III, CFP®, CDFA™ Paul Benson III, CFP®, CDFA™'s Raymond James Experience August 2011 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Raymond James
Industry Financial Services
Experience
Raymond James August 2011 - Present
Education
University of Michigan-Dearborn 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Raymond James August 2011 - Present
Education
University of Michigan-Dearborn 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Sean C. Suarez, WMS's Raymond James Experience May 2009 - Present
Job Branch Director at Meinrod & Leeper Wealth Management of Raymond James
Industry Financial Services
Experience
Meinrod & Leeper Wealth Management of Raymond James April 2015 - Present
Raymond James May 2009 - Present
Raymond James June 2007 - Present
Raymond James April 2003 - Present
Kraft Foods Group August 2001 - April 2003
Skills
Financial Analysis, Transition Planning, Corporate Real Estate, Regional Development, Operations Management, Talent Acquisition, Performance Management, Compliance, Event Planning, Supervision, Branch Management, Onboarding, Manage Client..., Investments, Strategic Communications, Series 7, Series 65, Series 9/10, Wealth Management
Education
University of Florida 1996 — 2001
Bachelors
Meinrod & Leeper Wealth Management of Raymond James April 2015 - Present
Raymond James May 2009 - Present
Raymond James June 2007 - Present
Raymond James April 2003 - Present
Kraft Foods Group August 2001 - April 2003
Skills
Financial Analysis, Transition Planning, Corporate Real Estate, Regional Development, Operations Management, Talent Acquisition, Performance Management, Compliance, Event Planning, Supervision, Branch Management, Onboarding, Manage Client..., Investments, Strategic Communications, Series 7, Series 65, Series 9/10, Wealth Management
Education
University of Florida 1996 — 2001
Bachelors
Daniel Seder, CFA, CFP® Daniel Seder, CFA, CFP®'s Raymond James Experience June 2005 - Present
Job Private Wealth Management
Industry Financial Services
Experience
Blue Chip Partners, Inc., an Independent Registered Investment Advisor June 2005 - Present
Raymond James June 2005 - Present
New England Financial April 2002 - June 2005
Education
University of Michigan 1998 — 2002
B.A., Organizational Studies
Blue Chip Partners, Inc., an Independent Registered Investment Advisor June 2005 - Present
Raymond James June 2005 - Present
New England Financial April 2002 - June 2005
Education
University of Michigan 1998 — 2002
B.A., Organizational Studies
Nanette Heggie's Raymond James Experience February 2009 - Present
Job Branch Manager / Financial Advisor / CERTIFIED FINANCIAL PLANNER™ at Heggie Investment Partners
Industry Investment Management
Experience
Heggie Investment Partners September 2015 - Present
Raymond James February 2009 - Present
Investment Partners of Acadiana February 2009 - September 2015
The Heggie Carr Group at Smith Barney February 1994 - February 2009
IRS February 1988 - February 1994
Skills
Estate Planning, Investments, Financial Planning, Insurance, Retirement Planning, Wealth Management, Retirement, Financial Advisory, Securities, Financial Planners, Risk Management, Investment Management, Pensions
Education
University of Louisiana at Lafayette 1982 — 1986
BS
Raymond James Institute of Investment Management Consulting
Kaplan University 2007 — 2008
Course work to prepare for CERTIFIED FINANCIAL PLANNER™ exam, including: Fundamentals, Insurance, Investments, Income Tax, Retirement, and Estate Planning
Heggie Investment Partners September 2015 - Present
Raymond James February 2009 - Present
Investment Partners of Acadiana February 2009 - September 2015
The Heggie Carr Group at Smith Barney February 1994 - February 2009
IRS February 1988 - February 1994
Skills
Estate Planning, Investments, Financial Planning, Insurance, Retirement Planning, Wealth Management, Retirement, Financial Advisory, Securities, Financial Planners, Risk Management, Investment Management, Pensions
Education
University of Louisiana at Lafayette 1982 — 1986
BS
Raymond James Institute of Investment Management Consulting
Kaplan University 2007 — 2008
Course work to prepare for CERTIFIED FINANCIAL PLANNER™ exam, including: Fundamentals, Insurance, Investments, Income Tax, Retirement, and Estate Planning
Lon Brockmeier, CFP® Lon Brockmeier, CFP®'s Raymond James Experience July 1999 - July 2009
Job Financial Advisor serving Business Owners, Professionals and those in or near retirement throughout Missouri
Industry Financial Services
Experience
Brockmeier Financial Services, LLC an independent firm July 2009 - Present
Raymond James July 1999 - July 2009
A.G. Edwards & Sons, Inc. 1997 - 1999
Investor Services 1995 - 1997
Edward Jones 1993 - 1995
Edward Jones 1982 - 1993
Skills
Wealth Preservation, Fee-based Investment..., Portfolio Management, Retirement Planning, Wealth Management, Tax-advantaged..., Retirement Income..., IRA Rollover, Second Opinion..., Business Owner Exit..., Strategic Financial..., Risk Management, Estate Planning, Investment Advisory, Asset Management, Financial Modeling, Bond Portfolio Stress...
Education
University of Missouri-Saint Louis 1972 — 1974
Bachelor's Degree, Business Administration and Management, General
Brockmeier Financial Services, LLC an independent firm July 2009 - Present
Raymond James July 1999 - July 2009
A.G. Edwards & Sons, Inc. 1997 - 1999
Investor Services 1995 - 1997
Edward Jones 1993 - 1995
Edward Jones 1982 - 1993
Skills
Wealth Preservation, Fee-based Investment..., Portfolio Management, Retirement Planning, Wealth Management, Tax-advantaged..., Retirement Income..., IRA Rollover, Second Opinion..., Business Owner Exit..., Strategic Financial..., Risk Management, Estate Planning, Investment Advisory, Asset Management, Financial Modeling, Bond Portfolio Stress...
Education
University of Missouri-Saint Louis 1972 — 1974
Bachelor's Degree, Business Administration and Management, General
Greg Salchow Greg Salchow's Raymond James Experience September 1998 - January 2003
Job Group Treasurer at Spartan Motors, Inc.
Industry Automotive
Experience
Spartan Chassis, Inc. January 2012 - Present
Independent Consultant May 2008 - January 2012
Avondale Partners, LLC September 2007 - May 2008
Noble International, Ltd August 2003 - September 2007
Noble Metal Processing 2003 - 2007
Raymond James September 1998 - January 2003
Mesirow Financial 1996 - 1998
UMB Bank 1987 - 1989
UMB Bank 1987 - 1989
UMB Bank 1987 - 1989
Skills
Accounting, Forecasting, Investor Relations, Valuation, Financial Analysis, Analysis, Cash Management, Financial Modeling, Due Diligence, Budgeting, Corporate Finance, Business Planning, Cash Flow, Financial Planning, Strategic Planning, SOX, Debt, DCF, Internal Controls, Equities, Investments, Variance Analysis, Business Valuation, Planning, Private Equity, Mergers, Automotive, Sarbanes-Oxley Act, Mergers & Acquisitions, Treasury, Financial Reporting, Restructuring, Process Improvement, Acquisition Integration, Manufacturing, Divestitures, Cross-functional Team..., IPO, Managerial Finance, Management, Treasury Management
Education
Vanderbilt University - Owen Graduate School of Management 1989 — 1991
MBA, Finance, Organization Management
University of Missouri-Columbia 1982 — 1986
BSBA, Finance
Spartan Chassis, Inc. January 2012 - Present
Independent Consultant May 2008 - January 2012
Avondale Partners, LLC September 2007 - May 2008
Noble International, Ltd August 2003 - September 2007
Noble Metal Processing 2003 - 2007
Raymond James September 1998 - January 2003
Mesirow Financial 1996 - 1998
UMB Bank 1987 - 1989
UMB Bank 1987 - 1989
UMB Bank 1987 - 1989
Skills
Accounting, Forecasting, Investor Relations, Valuation, Financial Analysis, Analysis, Cash Management, Financial Modeling, Due Diligence, Budgeting, Corporate Finance, Business Planning, Cash Flow, Financial Planning, Strategic Planning, SOX, Debt, DCF, Internal Controls, Equities, Investments, Variance Analysis, Business Valuation, Planning, Private Equity, Mergers, Automotive, Sarbanes-Oxley Act, Mergers & Acquisitions, Treasury, Financial Reporting, Restructuring, Process Improvement, Acquisition Integration, Manufacturing, Divestitures, Cross-functional Team..., IPO, Managerial Finance, Management, Treasury Management
Education
Vanderbilt University - Owen Graduate School of Management 1989 — 1991
MBA, Finance, Organization Management
University of Missouri-Columbia 1982 — 1986
BSBA, Finance
Kevin Gayle's Raymond James Experience February 2013 - September 2014
Job Managing Director at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities October 2014 - Present
Raymond James February 2013 - September 2014
Morgan Keegan March 2001 - February 2013
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Retirement, Investments, Strategic Financial..., Asset Allocation, Mutual Funds, Separately Managed..., Hedge Funds, Investment Management, 401k, Asset Managment, Alternative Investments, Portfolio Management
Education
University of Louisiana at Lafayette
Finance
Wunderlich Securities October 2014 - Present
Raymond James February 2013 - September 2014
Morgan Keegan March 2001 - February 2013
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Retirement, Investments, Strategic Financial..., Asset Allocation, Mutual Funds, Separately Managed..., Hedge Funds, Investment Management, 401k, Asset Managment, Alternative Investments, Portfolio Management
Education
University of Louisiana at Lafayette
Finance
Andrew Nowinski Andrew Nowinski's Raymond James Experience July 2010 - October 2011
Job Senior Research Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray September 2011 - Present
Raymond James July 2010 - October 2011
Piper Jaffray April 2007 - June 2010
Target May 2004 - March 2007
Carlson Companies October 2002 - May 2004
IBM September 1999 - October 2002
Accenture June 1997 - September 1999
Skills
Storage, Financial Modeling, Valuation, Financial Analysis, Competitive Analysis
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA, Finance
University of Minnesota - Carlson School of Management 1993 — 1997
BS, Finance
Marquette University High School 1989 — 1993
Piper Jaffray September 2011 - Present
Raymond James July 2010 - October 2011
Piper Jaffray April 2007 - June 2010
Target May 2004 - March 2007
Carlson Companies October 2002 - May 2004
IBM September 1999 - October 2002
Accenture June 1997 - September 1999
Skills
Storage, Financial Modeling, Valuation, Financial Analysis, Competitive Analysis
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA, Finance
University of Minnesota - Carlson School of Management 1993 — 1997
BS, Finance
Marquette University High School 1989 — 1993
Andrew Sutherland's Raymond James Experience 1994 - Present
Job Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James 1994 - Present
Skills
Asset Management, Hedge Funds, Equity Trading, Fixed Income Portfolio..., Life Insurance, Estate Planning, ETFs, Finance, Financial Advisory, Asset Allocation, Equities, Financial Analysis, Mutual Funds, Strategic Planning, Securities
Education
University of Mississippi 1990 — 1994
Bachelor of Business Administration (BBA), Economics
Memphis University School 1983 — 1990
Raymond James 1994 - Present
Skills
Asset Management, Hedge Funds, Equity Trading, Fixed Income Portfolio..., Life Insurance, Estate Planning, ETFs, Finance, Financial Advisory, Asset Allocation, Equities, Financial Analysis, Mutual Funds, Strategic Planning, Securities
Education
University of Mississippi 1990 — 1994
Bachelor of Business Administration (BBA), Economics
Memphis University School 1983 — 1990
Mary Anne Becker Mary Anne Becker's Raymond James Experience March 2009 - Present
Job Sales/Marketing Associate at Raymond James
Industry Financial Services
Experience
Raymond James March 2009 - Present
Skills
Informational Interviews, Portfolio Management, Financial Advisory, Strategic Financial..., Marketing Communications, Securities, Finance, Fixed Income
Education
University of South Florida 1993 — 1995
Bachelor of Arts (BA), Finance and Financial Management Services
University of North Florida 1990 — 1992
Information Technology
Raymond James March 2009 - Present
Skills
Informational Interviews, Portfolio Management, Financial Advisory, Strategic Financial..., Marketing Communications, Securities, Finance, Fixed Income
Education
University of South Florida 1993 — 1995
Bachelor of Arts (BA), Finance and Financial Management Services
University of North Florida 1990 — 1992
Information Technology
Brian Dover Brian Dover's Raymond James Experience 2009 - Present
Job Vice President, Investments
Industry Investment Management
Experience
Raymond James 2009 - Present
Edward Jones 2003 - 2009
Goldman Sachs 2000 - 2002
Skills
Investments, Securities, Finance, Portfolio Management, Mutual Funds, Equities, Wealth Management, Asset Allocation, Series 7, Asset Management
Education
University of Michigan 1995 — 1999
Bachelor of Arts (B.A.), Economics
Monroe High School 1991 — 1995
High School
Raymond James 2009 - Present
Edward Jones 2003 - 2009
Goldman Sachs 2000 - 2002
Skills
Investments, Securities, Finance, Portfolio Management, Mutual Funds, Equities, Wealth Management, Asset Allocation, Series 7, Asset Management
Education
University of Michigan 1995 — 1999
Bachelor of Arts (B.A.), Economics
Monroe High School 1991 — 1995
High School
Eric J. Matheson's Raymond James Experience November 2010 - June 2013
Job Senior Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2013 - Present
Raymond James November 2010 - June 2013
Merrill Lynch August 2008 - December 2009
Bernstein Global Wealth Management January 2004 - August 2008
Offitbank/Wachovia Bank, N.A. April 2001 - January 2004
Law Offices of Eric J. Matheson, P.A. August 1996 - April 2001
Broad and Cassel August 1994 - June 1996
Fine Jacobson, Schwartz, Nash & Block June 1993 - August 1994
Skills
Estate Planning, Asset Allocation, Investments, Alternative Investments, Retirement Planning, Equities, Investment Management, Trusts, Fixed Income, Capital Markets, Financial Advisory, High Net Worth...
Education
University of Miami School of Law 1996 — 1999
LL.M., Graduate Program in Estate Planning
University of Miami School of Law 1989 — 1992
JD, Law
University of Miami 1985 — 1989
BA, with honors, (Major, Religious Studies; Minor, Economics)
BNY Mellon Wealth Management July 2013 - Present
Raymond James November 2010 - June 2013
Merrill Lynch August 2008 - December 2009
Bernstein Global Wealth Management January 2004 - August 2008
Offitbank/Wachovia Bank, N.A. April 2001 - January 2004
Law Offices of Eric J. Matheson, P.A. August 1996 - April 2001
Broad and Cassel August 1994 - June 1996
Fine Jacobson, Schwartz, Nash & Block June 1993 - August 1994
Skills
Estate Planning, Asset Allocation, Investments, Alternative Investments, Retirement Planning, Equities, Investment Management, Trusts, Fixed Income, Capital Markets, Financial Advisory, High Net Worth...
Education
University of Miami School of Law 1996 — 1999
LL.M., Graduate Program in Estate Planning
University of Miami School of Law 1989 — 1992
JD, Law
University of Miami 1985 — 1989
BA, with honors, (Major, Religious Studies; Minor, Economics)
Mitch Begun, CFA Mitch Begun, CFA's Raymond James Experience 2000 - 2002
Job Director of Small & Mid Growth Research, Lead Portfolio Manager at Denver Investments
Industry Investment Management
Experience
Denver Investments October 2012 - Present
Denver Investments February 2003 - Present
Raymond James 2000 - 2002
Education
UNC Chapel Hill 1996 — 2000
Bachelor of Science (BS), Business Administration/Finance, With Honors
Denver Investments October 2012 - Present
Denver Investments February 2003 - Present
Raymond James 2000 - 2002
Education
UNC Chapel Hill 1996 — 2000
Bachelor of Science (BS), Business Administration/Finance, With Honors
Richard Gilmore Richard Gilmore's Raymond James Experience December 2009 - Present
Job SR VP of Investments Financial Advisor
Industry Financial Services
Experience
Raymond James December 2009 - Present
UBS Wealth Management October 2002 - December 2009
Robinson Humphrey/Smith Barney October 1988 - October 2002
Education
University of Florida 1976 — 1980
BSBA, Finance
Raymond James December 2009 - Present
UBS Wealth Management October 2002 - December 2009
Robinson Humphrey/Smith Barney October 1988 - October 2002
Education
University of Florida 1976 — 1980
BSBA, Finance
David Schur David Schur's Raymond James Experience 2009 - December 2010
Job Financial Advisor at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones March 2012 - Present
Revenue Management Solutions (RMS) April 2010 - April 2012
Raymond James 2009 - December 2010
Deloitte June 2008 - August 2008
Skills
Financial Analysis, Data Analysis, Business Analysis, Visio, SQL, Business Intelligence, Process Improvement, Analysis, SharePoint, Analytics, Access, Finance, Microsoft Excel, Security, Financial Modeling
Education
University of Florida - Warrington College Of Business 2003 — 2008
Bachelor or Science, Finance
Pine View High School 2002 — 2003
Edward Jones March 2012 - Present
Revenue Management Solutions (RMS) April 2010 - April 2012
Raymond James 2009 - December 2010
Deloitte June 2008 - August 2008
Skills
Financial Analysis, Data Analysis, Business Analysis, Visio, SQL, Business Intelligence, Process Improvement, Analysis, SharePoint, Analytics, Access, Finance, Microsoft Excel, Security, Financial Modeling
Education
University of Florida - Warrington College Of Business 2003 — 2008
Bachelor or Science, Finance
Pine View High School 2002 — 2003
Beth Metz Beth Metz's Raymond James Experience September 2008 - Present
Job Client Service Manager at Raymond James
Industry Financial Services
Experience
Raymond James September 2008 - Present
Raymond James January 2007 - Present
T. Rowe Price August 1995 - January 2007
Education
University of Florida
BA Advertising, Marketing and Advertising
University of Tampa
MBA
Raymond James September 2008 - Present
Raymond James January 2007 - Present
T. Rowe Price August 1995 - January 2007
Education
University of Florida
BA Advertising, Marketing and Advertising
University of Tampa
MBA
Douglas W. Coombs Douglas W. Coombs's Raymond James Experience September 2009 - Present
Job First Vice President, Investments
Industry Financial Services
Experience
Raymond James September 2009 - Present
A.G. Edwards 1986 - 2009
Merrill Lynch 1983 - 1986
Education
University of Missouri-Columbia 1974 — 1978
BS, Business Administration, Marketing
Raymond James September 2009 - Present
A.G. Edwards 1986 - 2009
Merrill Lynch 1983 - 1986
Education
University of Missouri-Columbia 1974 — 1978
BS, Business Administration, Marketing
Barry Feller's Raymond James Experience April 1999 - January 2005
Job Operations Consultant at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc December 2010 - Present
Raymond James and Associates, Inc. April 2006 - March 2011
Raymond James Financial January 2005 - April 2006
Raymond James April 1999 - January 2005
Skills
Operations Management, Process Improvement, Strategic Planning, Product Management, Analysis, Securities, Risk Management, Process Engineering, Business Analysis, Change Management, Management, Program Management, Business Process..., Business Development, Financial Services, Project Management
Education
University of Florida - Warrington College of Business Administration 1992 — 1995
Bachelor of Science, Marketing; Minor - Economics; Minor - Spatial Geography
Raymond James & Associates, Inc December 2010 - Present
Raymond James and Associates, Inc. April 2006 - March 2011
Raymond James Financial January 2005 - April 2006
Raymond James April 1999 - January 2005
Skills
Operations Management, Process Improvement, Strategic Planning, Product Management, Analysis, Securities, Risk Management, Process Engineering, Business Analysis, Change Management, Management, Program Management, Business Process..., Business Development, Financial Services, Project Management
Education
University of Florida - Warrington College of Business Administration 1992 — 1995
Bachelor of Science, Marketing; Minor - Economics; Minor - Spatial Geography
Alexander Pesci Alexander Pesci's Raymond James Experience July 2010 - June 2013
Job Acquisitions Manager, Raymond James Tax Credit Funds
Industry Real Estate
Experience
Raymond James Tax Credit Funds June 2013 - Present
Raymond James July 2010 - June 2013
Education
Hough Graduate School of Business 2009 — 2010
Master of Arts, International Business
University of Florida 2005 — 2009
Bachelor of Science, Business Management
Raymond James Tax Credit Funds June 2013 - Present
Raymond James July 2010 - June 2013
Education
Hough Graduate School of Business 2009 — 2010
Master of Arts, International Business
University of Florida 2005 — 2009
Bachelor of Science, Business Management
Eric Longphee Eric Longphee's Raymond James Experience June 1999 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James June 1999 - Present
Raymond James June 1999 - 2008
Education
University of Florida - Warrington College of Business Administration 2003 — 2005
MBA
University of South Florida
Raymond James June 1999 - Present
Raymond James June 1999 - 2008
Education
University of Florida - Warrington College of Business Administration 2003 — 2005
MBA
University of South Florida
Greg Capello Greg Capello's Raymond James Experience January 1991 - November 1999
Job ITB Capital Advisors, LLC
Industry Financial Services
Experience
AR Fund Management, LLC March 2013 - Present
ITB Capital Management, LLC September 2011 - Present
The Free Enterprise Nation April 2009 - March 2010
Fulcrum Global Partners January 2001 - September 2003
Raymond James January 1991 - November 1999
Skills
Hedge Funds, Alternative Investments, Investments, Equities, Asset Managment, Series 7, Securities, Equity Research, Asset Allocation, Trading, Portfolio Management, Capital Markets, Venture Capital, Asset Management, Investment Strategies, Start-up Organizations, Managed Futures, Private Equity, Options, Series 63, Investment Management, Bloomberg, Equity Trading, Financial Advisory, Financial Services
Education
Fairleigh Dickinson University
Master of Business Administration (MBA)
University of Miami
BBA, Management
AR Fund Management, LLC March 2013 - Present
ITB Capital Management, LLC September 2011 - Present
The Free Enterprise Nation April 2009 - March 2010
Fulcrum Global Partners January 2001 - September 2003
Raymond James January 1991 - November 1999
Skills
Hedge Funds, Alternative Investments, Investments, Equities, Asset Managment, Series 7, Securities, Equity Research, Asset Allocation, Trading, Portfolio Management, Capital Markets, Venture Capital, Asset Management, Investment Strategies, Start-up Organizations, Managed Futures, Private Equity, Options, Series 63, Investment Management, Bloomberg, Equity Trading, Financial Advisory, Financial Services
Education
Fairleigh Dickinson University
Master of Business Administration (MBA)
University of Miami
BBA, Management
Scott McDaniel, QSSP Scott McDaniel, QSSP's Raymond James Experience April 2003 - September 2004
Job Regional ManagerRPM, Safety, OSHA 30 at Grainger
Industry Business Supplies and Equipment
Experience
Grainger October 2014 - Present
Grainger December 2008 - October 2014
Galderma Labs November 2007 - August 2008
Cintas September 2004 - November 2007
Raymond James April 2003 - September 2004
Circuit City August 1998 - February 2003
Skills
Consultative Selling, Cold Calling, Inventory Management, B2B, Selling Skills, Sales Management, New Business Development, Management, Leadership, Qualifying Prospects, Sales Process, Sales, Account Management, Contract Negotiation, Selling, Lead Generation, CRM, Marketing, Training, Team Leadership, Sales Presentations, Solution Selling
Education
Walsh College of Accountancy and Business Administration 2006 — 2007
Master's degree, Management
University of Michigan-Flint 1997 — 2002
BA, Economics, Minor Business/Finance
Decker Communications Training 2013 — 2013
Dale Carnegie 2013 — 2013
Brandon High School 1993 — 1997
Diploma
Grainger October 2014 - Present
Grainger December 2008 - October 2014
Galderma Labs November 2007 - August 2008
Cintas September 2004 - November 2007
Raymond James April 2003 - September 2004
Circuit City August 1998 - February 2003
Skills
Consultative Selling, Cold Calling, Inventory Management, B2B, Selling Skills, Sales Management, New Business Development, Management, Leadership, Qualifying Prospects, Sales Process, Sales, Account Management, Contract Negotiation, Selling, Lead Generation, CRM, Marketing, Training, Team Leadership, Sales Presentations, Solution Selling
Education
Walsh College of Accountancy and Business Administration 2006 — 2007
Master's degree, Management
University of Michigan-Flint 1997 — 2002
BA, Economics, Minor Business/Finance
Decker Communications Training 2013 — 2013
Dale Carnegie 2013 — 2013
Brandon High School 1993 — 1997
Diploma
Richard O'Connell Richard O'Connell's Raymond James Experience February 2012 - Present
Job Financial Advisor at Raymond James & Associates
Industry Financial Services
Experience
Raymond James February 2012 - Present
Wells Fargo Advisors June 2006 - January 2012
Skills
FINRA, Equities, Series 63, Series 24, Investments, Financial Services, Investment Advisory, Strategic Financial..., Retirement Planning, Finance, Series 7, Fixed Income, Wealth Management, Alternative Investments
Education
University of Michigan 1988 — 1991
Bachelor of Arts (B.A.), Political Science
Culver Military Academy 1984 — 1987
Raymond James February 2012 - Present
Wells Fargo Advisors June 2006 - January 2012
Skills
FINRA, Equities, Series 63, Series 24, Investments, Financial Services, Investment Advisory, Strategic Financial..., Retirement Planning, Finance, Series 7, Fixed Income, Wealth Management, Alternative Investments
Education
University of Michigan 1988 — 1991
Bachelor of Arts (B.A.), Political Science
Culver Military Academy 1984 — 1987
Marisa Owens Marisa Owens's Raymond James Experience September 2005 - March 2007
Job Office Administrator/Payroll/Human Resources
Industry Financial Services
Experience
Hilco, Inc. October 2012 - Present
Chattahoochee Woman's Club March 2010 - March 2013
Directo, Inc. June 2007 - July 2012
Raymond James September 2005 - March 2007
Mobil Land Development Georgia Corporation February 1993 - March 1994
Bespak, Inc. 1990 - 1992
Skills
PowerPoint, Excel, Outlook, Access, Word, Pharmaceuticals, Manufacturing, Administrative Support, Vendor Relations, Microsoft Office, Salesforce.com, Customer Relations, Internet Explorer, Human Resources, Microsoft Excel, IBM Lotus Notes, QuickBooks Pro, RPMS
Education
University of North Carolina at Wilmington 1985 — 1989
BA, Psychology
Hilco, Inc. October 2012 - Present
Chattahoochee Woman's Club March 2010 - March 2013
Directo, Inc. June 2007 - July 2012
Raymond James September 2005 - March 2007
Mobil Land Development Georgia Corporation February 1993 - March 1994
Bespak, Inc. 1990 - 1992
Skills
PowerPoint, Excel, Outlook, Access, Word, Pharmaceuticals, Manufacturing, Administrative Support, Vendor Relations, Microsoft Office, Salesforce.com, Customer Relations, Internet Explorer, Human Resources, Microsoft Excel, IBM Lotus Notes, QuickBooks Pro, RPMS
Education
University of North Carolina at Wilmington 1985 — 1989
BA, Psychology
Heather McBride-Morse, MBA, SPHR, GPHR Heather McBride-Morse, MBA, SPHR, GPHR's Raymond James Experience March 1997 - October 1999
Job Vice President, Human Resources at Fiserv
Industry Human Resources
Experience
Fiserv April 2011 - Present
Fiserv February 2007 - March 2011
Eaton Hydraulics March 2005 - February 2007
Honeywell 2004 - 2005
Jabil Circuit November 1999 - May 2004
Raymond James March 1997 - October 1999
Skills
Training, Recruiting, Employee Relations, Performance Management, Human Resources, HR Policies, Talent Acquisition, Leadership, Project Planning, Budgets, Onboarding, Organizational..., Deferred Compensation, Management, Project Management, Employee Engagement, Software Documentation, Succession Planning, Talent Management, Employee Benefits, Interviews, Personnel Management, New Hire Orientations, Benefits Administration, Workforce Planning, Policy, Employment Law
Education
University of Phoenix 2002 — 2004
MBA, Global Management
University of Kentucky 1993 — 1996
BA, Psychology, Sociology
Fiserv April 2011 - Present
Fiserv February 2007 - March 2011
Eaton Hydraulics March 2005 - February 2007
Honeywell 2004 - 2005
Jabil Circuit November 1999 - May 2004
Raymond James March 1997 - October 1999
Skills
Training, Recruiting, Employee Relations, Performance Management, Human Resources, HR Policies, Talent Acquisition, Leadership, Project Planning, Budgets, Onboarding, Organizational..., Deferred Compensation, Management, Project Management, Employee Engagement, Software Documentation, Succession Planning, Talent Management, Employee Benefits, Interviews, Personnel Management, New Hire Orientations, Benefits Administration, Workforce Planning, Policy, Employment Law
Education
University of Phoenix 2002 — 2004
MBA, Global Management
University of Kentucky 1993 — 1996
BA, Psychology, Sociology
Calie (Christenson) Ries Calie (Christenson) Ries's Raymond James Experience September 2006 - Present
Job Service Associate at Raymond James
Industry Investment Management
Experience
Raymond James September 2006 - Present
Caribou Coffee June 2002 - December 2006
Greater Twin Cities United Way June 2006 - September 2006
Skills
Customer Service, Series 7, Financial Advisory, Securities, Finance
Education
Jefferson High School 2001 — 2005
University of Minnesota-Twin Cities
Raymond James September 2006 - Present
Caribou Coffee June 2002 - December 2006
Greater Twin Cities United Way June 2006 - September 2006
Skills
Customer Service, Series 7, Financial Advisory, Securities, Finance
Education
Jefferson High School 2001 — 2005
University of Minnesota-Twin Cities
Ray Overton Ray Overton's Raymond James Experience May 2009 - January 2010
Job CISSP
Industry Computer & Network Security
Experience
Wells Fargo Financial May 2011 - Present
Technisource March 2010 - July 2011
Raymond James May 2009 - January 2010
PCAOB September 2005 - May 2009
US State Dept September 2002 - September 2005
True North Solutions 2002 - 2005
i411, Inc. December 2001 - September 2002
esqNetwork, Inc. February 2001 - December 2001
Onesoft, Inc. May 1999 - February 2001
PSINet, Inc. November 1997 - May 1999
Skills
Network Security, Vulnerability Assessment, CISSP, Security
Education
University of Maryland University College 1997 — 1999
Computer Mgmt Info Systems
Wells Fargo Financial May 2011 - Present
Technisource March 2010 - July 2011
Raymond James May 2009 - January 2010
PCAOB September 2005 - May 2009
US State Dept September 2002 - September 2005
True North Solutions 2002 - 2005
i411, Inc. December 2001 - September 2002
esqNetwork, Inc. February 2001 - December 2001
Onesoft, Inc. May 1999 - February 2001
PSINet, Inc. November 1997 - May 1999
Skills
Network Security, Vulnerability Assessment, CISSP, Security
Education
University of Maryland University College 1997 — 1999
Computer Mgmt Info Systems
Chloe Firebaugh Chloe Firebaugh's Raymond James Experience May 1999 - December 2004
Job Land Acquisition Manager at M/I Homes
Industry Construction
Experience
M/I Homes June 2013 - Present
M/I Homes March 2010 - June 2013
Cornerstone Tree Farm September 2008 - March 2010
KB Home January 2005 - August 2008
Raymond James May 1999 - December 2004
Skills
Budgets, Real Estate, Contract Negotiation, Due Diligence, Contract Management, Land Development, Real Estate Development, Construction, Negotiation, Microsoft Office, Strategic Planning, Marketing, Microsoft Excel, Real Estate Transactions, Land Use Planning, Fundraising, Event Planning, Non-profit..., Property Management, Management, Commercial Real Estate, Construction Management, Business Development, Real Estate Economics, Location Intelligence, Process Scheduler, Financial Analysis, Land Acquisition, Residential Homes, Sales, Market Research, Zoning, Entitlements, Market Analysis, Project Planning, Team Building, Leadership, Investment Properties
Education
University of South Florida 1999 — 2001
BS, Finance & Economics
University of Florida 1995 — 1999
BA, Anthropology
M/I Homes June 2013 - Present
M/I Homes March 2010 - June 2013
Cornerstone Tree Farm September 2008 - March 2010
KB Home January 2005 - August 2008
Raymond James May 1999 - December 2004
Skills
Budgets, Real Estate, Contract Negotiation, Due Diligence, Contract Management, Land Development, Real Estate Development, Construction, Negotiation, Microsoft Office, Strategic Planning, Marketing, Microsoft Excel, Real Estate Transactions, Land Use Planning, Fundraising, Event Planning, Non-profit..., Property Management, Management, Commercial Real Estate, Construction Management, Business Development, Real Estate Economics, Location Intelligence, Process Scheduler, Financial Analysis, Land Acquisition, Residential Homes, Sales, Market Research, Zoning, Entitlements, Market Analysis, Project Planning, Team Building, Leadership, Investment Properties
Education
University of South Florida 1999 — 2001
BS, Finance & Economics
University of Florida 1995 — 1999
BA, Anthropology
Arlan Dohrmann Arlan Dohrmann's Raymond James Experience 2001 - 2005
Job Managing Director at Stern Brothers
Industry Investment Banking
Experience
Stern Brothers March 2005 - Present
Raymond James 2001 - 2005
Banc of America Securities 1998 - 2001
George K Baum & Co. 1989 - 1995
AG Edwards 1983 - 1989
Corporate Development Corporation 1981 - 1983
City of Kirkwood, Missouri September 1976 - January 1981
US Army July 1966 - June 1970
Skills
Investment Banking, Bonds, Healthcare, Hospitals, Financial Advisory, Government, Private Placements, Public Finance, Capital Markets, Management, Investments, Finance, Fixed Income, Securities, Structured Finance, Strategy, Financial Structuring
Education
University of Missouri-Columbia
BA, Poli Sci and Public Administration
Stern Brothers March 2005 - Present
Raymond James 2001 - 2005
Banc of America Securities 1998 - 2001
George K Baum & Co. 1989 - 1995
AG Edwards 1983 - 1989
Corporate Development Corporation 1981 - 1983
City of Kirkwood, Missouri September 1976 - January 1981
US Army July 1966 - June 1970
Skills
Investment Banking, Bonds, Healthcare, Hospitals, Financial Advisory, Government, Private Placements, Public Finance, Capital Markets, Management, Investments, Finance, Fixed Income, Securities, Structured Finance, Strategy, Financial Structuring
Education
University of Missouri-Columbia
BA, Poli Sci and Public Administration
Jim Spaeth Jim Spaeth's Raymond James Experience July 1998 - April 2000
Job Executive Director Leonard W. Wood Center for Real Estate Studies at UNC KenanFlagler
Industry Higher Education
Experience
UNC Kenan-Flagler August 2013 - Present
UNC Kenan-Flagler July 2011 - August 2013
Remora Partners, LLC January 2003 - July 2011
Sonata Health Care, LLC August 2008 - December 2009
Mainsail Development Group November 2005 - May 2008
Realty Capital Advisors May 2002 - May 2006
CNL American Property Fund April 2000 - May 2002
Raymond James July 1998 - April 2000
Skills
Real Estate Development, Real Estate Finance, Public Speaking, Career Management, Economic Development, Investment Banking, Real Estate Investment, Real Estate Transactions, Real Estate Financing, Corporate Finance, Resume Writing, Interviewing, Social Networking, Salary Negotiation, Real Estate Economics, Mock Interviews, Job Search Strategies, Urban Economics, Investment Properties, Interviews, Benefits Negotiation, Strategy, Investments, Leadership Development, Real Estate, Mergers & Acquisitions, Leadership, Valuation, Mergers, Disposition, Nonprofits, Management, Due Diligence, Private Equity, Asset Management, Commercial Real Estate, Market Analysis, Analysis, Strategic Planning, Financial Modeling, Location Intelligence, Brokerage, Economics, Research, Entrepreneurship, Market Research, Financial Analysis, Acquisitions, Finance, Business Valuation
Education
University of Florida - Warrington College Of Business 2000 — 2002
Masters in Business Administration, Finance, General
University of Florida 1994 — 1998
Bachelor of Science in Business Administration, Finance
University of Florida 1994 — 1998
Bachelor of Arts, Political Science
Robinson Secondary School 1990 — 1994
UNC Kenan-Flagler August 2013 - Present
UNC Kenan-Flagler July 2011 - August 2013
Remora Partners, LLC January 2003 - July 2011
Sonata Health Care, LLC August 2008 - December 2009
Mainsail Development Group November 2005 - May 2008
Realty Capital Advisors May 2002 - May 2006
CNL American Property Fund April 2000 - May 2002
Raymond James July 1998 - April 2000
Skills
Real Estate Development, Real Estate Finance, Public Speaking, Career Management, Economic Development, Investment Banking, Real Estate Investment, Real Estate Transactions, Real Estate Financing, Corporate Finance, Resume Writing, Interviewing, Social Networking, Salary Negotiation, Real Estate Economics, Mock Interviews, Job Search Strategies, Urban Economics, Investment Properties, Interviews, Benefits Negotiation, Strategy, Investments, Leadership Development, Real Estate, Mergers & Acquisitions, Leadership, Valuation, Mergers, Disposition, Nonprofits, Management, Due Diligence, Private Equity, Asset Management, Commercial Real Estate, Market Analysis, Analysis, Strategic Planning, Financial Modeling, Location Intelligence, Brokerage, Economics, Research, Entrepreneurship, Market Research, Financial Analysis, Acquisitions, Finance, Business Valuation
Education
University of Florida - Warrington College Of Business 2000 — 2002
Masters in Business Administration, Finance, General
University of Florida 1994 — 1998
Bachelor of Science in Business Administration, Finance
University of Florida 1994 — 1998
Bachelor of Arts, Political Science
Robinson Secondary School 1990 — 1994
Brent Carlton, CFP®'s Raymond James Experience February 2012 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2012 - Present
Merrill Lynch May 2000 - February 2012
Skills
Series 7, Series 63, Investment Advisory, Retirement Planning
Education
University of Louisville 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University of Louisville - Speed Scientifice School 1989 — 1996
Bachelor's of Science, Mechanical Engineering
Raymond James February 2012 - Present
Merrill Lynch May 2000 - February 2012
Skills
Series 7, Series 63, Investment Advisory, Retirement Planning
Education
University of Louisville 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University of Louisville - Speed Scientifice School 1989 — 1996
Bachelor's of Science, Mechanical Engineering
Allen Lassiter Allen Lassiter's Raymond James Experience June 1994 - Present
Job Managing Director at Raymond James
Industry Financial Services
Experience
Raymond James June 1994 - Present
Kemper Securities June 1992 - June 1994
Smith Barney January 1973 - June 1992
Education
University of Pennsylvania - The Wharton School 1972 — 1975
MBA
University of North Carolina at Chapel Hill 1966 — 1970
BA
Raymond James June 1994 - Present
Kemper Securities June 1992 - June 1994
Smith Barney January 1973 - June 1992
Education
University of Pennsylvania - The Wharton School 1972 — 1975
MBA
University of North Carolina at Chapel Hill 1966 — 1970
BA
Reg Mason Reg Mason's Raymond James Experience February 1998 - February 2000
Job Owner, Allstate Insurance
Industry Insurance
Experience
Allstate Insurance August 2000 - Present
Raymond James February 1998 - February 2000
Education
University of Florida 1989 — 1993
Allstate Insurance August 2000 - Present
Raymond James February 1998 - February 2000
Education
University of Florida 1989 — 1993
Jeff Swinson Jeff Swinson's Raymond James Experience 2001 - 2001
Job Wealth Management Professional
Industry Financial Services
Experience
The Community of DJS June 2003 - Present
Northwestern Lake Forest Hospital 2009 - 2011
Northwestern Mutual 2002 - 2003
Raymond James 2001 - 2001
UBS Wealth Management 1992 - 2001
Tucker Anthony Inc 1988 - 1992
Lehman Brothers 1981 - 1988
Dean Witter 1979 - 1981
Skills
Financial Analysis, Retirement Planning, Investments, Wealth Management
Education
University of Michigan - Stephen M. Ross School of Business 1972 — 1976
MBA, Investments and Accounting
University of Illinois at Urbana-Champaign 1965 — 1970
Bachelor, Engineering
The Community of DJS June 2003 - Present
Northwestern Lake Forest Hospital 2009 - 2011
Northwestern Mutual 2002 - 2003
Raymond James 2001 - 2001
UBS Wealth Management 1992 - 2001
Tucker Anthony Inc 1988 - 1992
Lehman Brothers 1981 - 1988
Dean Witter 1979 - 1981
Skills
Financial Analysis, Retirement Planning, Investments, Wealth Management
Education
University of Michigan - Stephen M. Ross School of Business 1972 — 1976
MBA, Investments and Accounting
University of Illinois at Urbana-Champaign 1965 — 1970
Bachelor, Engineering
Robert Fenton, WMS Robert Fenton, WMS's Raymond James Experience June 2010 - Present
Job Financial Advisor,Wealth Management Specialist at Raymond James
Industry Financial Services
Experience
Raymond James June 2010 - Present
RJF Sports,LLC 2004 - Present
Nex-LvL Golf Inc/HEAD Sportswear 2005 - 2009
Hedstrom Corporation 2002 - 2005
Benetton Sportsystem-Prince Sports Group 1999 - 2002
Benetton Sportsystem USA Inc./ Prince Sports Inc. 1995 - 1999
National Accounts January 1993 - January 1995
Prince Sports Group January 1992 - January 1993
Prince Sports Group January 1990 - January 1992
Skills
Forecasting, E-commerce, Strategic Planning, Product Development, Marketing Strategy, New Business Development, Sales Management, Sales, Product Marketing, Income Statement, Financial Analysis, Competitive Analysis, Budgets, Strategic Financial..., Mergers, Strategy, Mergers & Acquisitions, Entrepreneurship, Business Development, Leadership, Mutual Funds, Stocks, Exchange Traded Funds, Irrevocable Life..., Alternative Investments, Retirement Planning, Wealth Management, Finance, Investments, Management, Portfolio Management, Marketing, Insurance, ETFs, Account Management, Sales Operations, P&L Management, Customer Service, Asset Allocation, Capital Markets, Business Planning, Trading, Small Business, Long-term Care, Social Security..., Financial Advisory, Securities, Employee Benefits, Private Equity, Risk Management
Education
Charles Stewart Mott College-University of Michigan-Flint
Business
University of Michigan-Flint
Economics
Raymond James June 2010 - Present
RJF Sports,LLC 2004 - Present
Nex-LvL Golf Inc/HEAD Sportswear 2005 - 2009
Hedstrom Corporation 2002 - 2005
Benetton Sportsystem-Prince Sports Group 1999 - 2002
Benetton Sportsystem USA Inc./ Prince Sports Inc. 1995 - 1999
National Accounts January 1993 - January 1995
Prince Sports Group January 1992 - January 1993
Prince Sports Group January 1990 - January 1992
Skills
Forecasting, E-commerce, Strategic Planning, Product Development, Marketing Strategy, New Business Development, Sales Management, Sales, Product Marketing, Income Statement, Financial Analysis, Competitive Analysis, Budgets, Strategic Financial..., Mergers, Strategy, Mergers & Acquisitions, Entrepreneurship, Business Development, Leadership, Mutual Funds, Stocks, Exchange Traded Funds, Irrevocable Life..., Alternative Investments, Retirement Planning, Wealth Management, Finance, Investments, Management, Portfolio Management, Marketing, Insurance, ETFs, Account Management, Sales Operations, P&L Management, Customer Service, Asset Allocation, Capital Markets, Business Planning, Trading, Small Business, Long-term Care, Social Security..., Financial Advisory, Securities, Employee Benefits, Private Equity, Risk Management
Education
Charles Stewart Mott College-University of Michigan-Flint
Business
University of Michigan-Flint
Economics
Paul Werlin Paul Werlin's Raymond James Experience 1994 - 1995
Job President at Human Capital Resources, Inc.
Industry Financial Services
Experience
Human Capital Resources, Inc. July 1995 - Present
Orion Products Group 2012 - Present
Raymond James 1994 - 1995
Wall Street Investment Services 1992 - 1993
Wall Street Access 1992 - 1993
United Pacific Financial Services 1989 - 1992
INVEST Financial 1987 - 1989
EF Hutton March 1979 - 1982
Skills
Strategic Consulting, New Business Development, Expert Witness Services, Banking, Insurance, Recruiting, Finance, Sales Management, Series 7, Series 63, Mutual Funds, Alternative Investments, Investment Advisory, Wealth Management, Securities, Financial Advisory, FINRA, ETFs, Financial Planners, 401k, Retirement, Equities, Relationship Management, Fixed Income, Financial Services, Series 24, Fixed Annuities, Life Insurance, Investments, Strategic Financial..., Training, Leadership, Estate Planning, Wealth, Retirement Planning, Investment Strategies, IRAs, Series 6, Wealth Management..., Portfolio Management, Hedge Funds, Executive Search, Long-term Care, Asset Allocation, Capital Markets, Bonds, Executive Management, Investment Management, Asset Management, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
MBA, Finance
University of Massachusetts, Amherst 1970 — 1974
bs, microbiology
Human Capital Resources, Inc. July 1995 - Present
Orion Products Group 2012 - Present
Raymond James 1994 - 1995
Wall Street Investment Services 1992 - 1993
Wall Street Access 1992 - 1993
United Pacific Financial Services 1989 - 1992
INVEST Financial 1987 - 1989
EF Hutton March 1979 - 1982
Skills
Strategic Consulting, New Business Development, Expert Witness Services, Banking, Insurance, Recruiting, Finance, Sales Management, Series 7, Series 63, Mutual Funds, Alternative Investments, Investment Advisory, Wealth Management, Securities, Financial Advisory, FINRA, ETFs, Financial Planners, 401k, Retirement, Equities, Relationship Management, Fixed Income, Financial Services, Series 24, Fixed Annuities, Life Insurance, Investments, Strategic Financial..., Training, Leadership, Estate Planning, Wealth, Retirement Planning, Investment Strategies, IRAs, Series 6, Wealth Management..., Portfolio Management, Hedge Funds, Executive Search, Long-term Care, Asset Allocation, Capital Markets, Bonds, Executive Management, Investment Management, Asset Management, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
MBA, Finance
University of Massachusetts, Amherst 1970 — 1974
bs, microbiology
Courtney Rogers Cervantes's Raymond James Experience May 2005 - December 2010
Job Investment Consultant at Lowery Asset Consulting, LLC
Industry Investment Management
Experience
Lowery Asset Consulting, LLC December 2010 - Present
Raymond James May 2005 - December 2010
Morgan Stanley November 2003 - May 2005
Skills
Mutual Funds, Hedge Funds, Investments, Investment Advisory, Due Diligence, Valuation, Investment Management, Alternative Investments, Series 7, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
BBA, Finance, Minor in Accounting & Marketing
Dekalb High School
Lowery Asset Consulting, LLC December 2010 - Present
Raymond James May 2005 - December 2010
Morgan Stanley November 2003 - May 2005
Skills
Mutual Funds, Hedge Funds, Investments, Investment Advisory, Due Diligence, Valuation, Investment Management, Alternative Investments, Series 7, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
BBA, Finance, Minor in Accounting & Marketing
Dekalb High School
Cynthia Gilmore, CFP® Cynthia Gilmore, CFP®'s Raymond James Experience March 2009 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James March 2009 - Present
Morgan Stanley April 1984 - March 2009
Education
University of Florida 1979 — 1982
BS in Business Administration, Finance
Raymond James March 2009 - Present
Morgan Stanley April 1984 - March 2009
Education
University of Florida 1979 — 1982
BS in Business Administration, Finance
Sandy Chambers Sandy Chambers's Raymond James Experience July 2011 - April 2015
Job Executive Vice President / Director of Wealth and Trust Services at CapitalMark Bank & Trust
Industry Banking
Experience
CapitalMark Bank & Trust June 2015 - Present
Barnett & Company April 2015 - June 2015
Raymond James July 2011 - April 2015
FSGBank Wealth Management June 2004 - July 2011
AmSouth Bank/First American/Pioneer Bank August 1992 - June 2004
Ernst & Young CPAs August 1986 - August 1992
Coopers & Lybrand (now PriceWaterhouseCoopers) July 1982 - August 1986
Skills
Estate Planning, Financial Analysis, Financial Planners, Securities, Investments, Financial Advisory, Portfolio Management, Banking, Finance, Tax, Risk Management, Mutual Funds, Wealth Management, Credit, Strategic Financial..., Commercial Banking, Budgets, Credit Analysis, Loans, Accounting, Management, Strategic Planning, Mortgage Lending, Investment Advisory, Sales, Series 7, Asset Management, Cash Management, Process Improvement, Financial Services, Training, Leadership, Financial Planning
Education
University of Georgia - Terry College of Business 1981 — 1982
Master's of Accountancy (MAcc), Taxation
University of Georgia - Terry College of Business 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
CapitalMark Bank & Trust June 2015 - Present
Barnett & Company April 2015 - June 2015
Raymond James July 2011 - April 2015
FSGBank Wealth Management June 2004 - July 2011
AmSouth Bank/First American/Pioneer Bank August 1992 - June 2004
Ernst & Young CPAs August 1986 - August 1992
Coopers & Lybrand (now PriceWaterhouseCoopers) July 1982 - August 1986
Skills
Estate Planning, Financial Analysis, Financial Planners, Securities, Investments, Financial Advisory, Portfolio Management, Banking, Finance, Tax, Risk Management, Mutual Funds, Wealth Management, Credit, Strategic Financial..., Commercial Banking, Budgets, Credit Analysis, Loans, Accounting, Management, Strategic Planning, Mortgage Lending, Investment Advisory, Sales, Series 7, Asset Management, Cash Management, Process Improvement, Financial Services, Training, Leadership, Financial Planning
Education
University of Georgia - Terry College of Business 1981 — 1982
Master's of Accountancy (MAcc), Taxation
University of Georgia - Terry College of Business 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
Holly Glass's Raymond James Experience April 2012 - March 2014
Job KCG BondPoint | Fixed Income Trading
Industry Financial Services
Experience
KCG BondPoint March 2014 - Present
Raymond James April 2012 - March 2014
Morgan Keegan May 2011 - April 2012
Morgan Keegan March 2007 - April 2011
Skills
Bloomberg, Equity Trading, FINRA, Financial Services, Financial Analysis, Equity Capital Markets, Series 7, Thompson One, Series 66, Series 55, Essentials of..., Advent APX, Advent Axys, GreenHill, FactSet, Thomson Baseline, APX, Axys, ETFs, Wealth Management..., Financial Markets, Institutional..., Investment Strategies, Risk Management, Electronic Trading, Securities, Uniform Combined State..., Portfolio Management, Equities, Business Analysis, Investments, Finance
Education
University of Mississippi 2002 — 2006
Bachelor of Business Adminstration, Managerial Finance, Investments
KCG BondPoint March 2014 - Present
Raymond James April 2012 - March 2014
Morgan Keegan May 2011 - April 2012
Morgan Keegan March 2007 - April 2011
Skills
Bloomberg, Equity Trading, FINRA, Financial Services, Financial Analysis, Equity Capital Markets, Series 7, Thompson One, Series 66, Series 55, Essentials of..., Advent APX, Advent Axys, GreenHill, FactSet, Thomson Baseline, APX, Axys, ETFs, Wealth Management..., Financial Markets, Institutional..., Investment Strategies, Risk Management, Electronic Trading, Securities, Uniform Combined State..., Portfolio Management, Equities, Business Analysis, Investments, Finance
Education
University of Mississippi 2002 — 2006
Bachelor of Business Adminstration, Managerial Finance, Investments
Jennifer Albensoeder Jennifer Albensoeder's Raymond James Experience October 2011 - Present
Job Complex Administrative Manager at Raymond James
Industry Financial Services
Experience
Raymond James October 2011 - Present
Wells Fargo Advisors November 2009 - October 2011
A.G. Edwards & Sons, Inc. May 2001 - November 2009
Education
University of Minnesota-Twin Cities
Political Science and Government
Raymond James October 2011 - Present
Wells Fargo Advisors November 2009 - October 2011
A.G. Edwards & Sons, Inc. May 2001 - November 2009
Education
University of Minnesota-Twin Cities
Political Science and Government
Ryan O'Leary, CFP ® Ryan O'Leary, CFP ®'s Raymond James Experience January 2003 - October 2006
Job Regional Vice President, Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors September 2015 - Present
Sequoia Financial January 2014 - September 2015
Calton & Associates, Inc. January 2011 - January 2014
Morgan Stanley Smith Barney September 2009 - January 2011
National Life Group September 2006 - September 2009
Raymond James January 2003 - October 2006
T Rowe Price 2001 - January 2003
Skills
Investment Strategies, Strategic Financial..., Equities, Wealth, Investment Advisory, Series 7, Securities, Wealth Management, Series 63, Trading, Financial Modeling, Asset Protection, 401k Rollovers, Retirement Planning, Mutual Funds, 401k, Alternative Investments, Financial Advisory, Hedge Funds, ETFs, Investments, Retirement, Fixed Annuities, Asset Allocation, Bonds, Finance, Loans, Financial Markets, Estate Planning, Uniform Combined State..., FINRA, Financial Services, Insurance, Asset Management, Series 24, Pensions, Disability Insurance, Portfolio Management, Retirement Plan..., Fixed Income, Series 65, Defined Benefit, Life Insurance, Long-term Care, IRAs, Risk Management, Wealth Management..., Wealth Accumulation, Financial Analysis, Relationship Management
Education
University of Florida 1999 — 2001
Master of Science (MS), Business Administration and Management, General
University of Florida 1995 — 1999
B.A., Economics
Mercer Advisors September 2015 - Present
Sequoia Financial January 2014 - September 2015
Calton & Associates, Inc. January 2011 - January 2014
Morgan Stanley Smith Barney September 2009 - January 2011
National Life Group September 2006 - September 2009
Raymond James January 2003 - October 2006
T Rowe Price 2001 - January 2003
Skills
Investment Strategies, Strategic Financial..., Equities, Wealth, Investment Advisory, Series 7, Securities, Wealth Management, Series 63, Trading, Financial Modeling, Asset Protection, 401k Rollovers, Retirement Planning, Mutual Funds, 401k, Alternative Investments, Financial Advisory, Hedge Funds, ETFs, Investments, Retirement, Fixed Annuities, Asset Allocation, Bonds, Finance, Loans, Financial Markets, Estate Planning, Uniform Combined State..., FINRA, Financial Services, Insurance, Asset Management, Series 24, Pensions, Disability Insurance, Portfolio Management, Retirement Plan..., Fixed Income, Series 65, Defined Benefit, Life Insurance, Long-term Care, IRAs, Risk Management, Wealth Management..., Wealth Accumulation, Financial Analysis, Relationship Management
Education
University of Florida 1999 — 2001
Master of Science (MS), Business Administration and Management, General
University of Florida 1995 — 1999
B.A., Economics
Terry Tillman's Raymond James Experience May 2008 - Present
Job Equity Research Analyst
Industry Capital Markets
Experience
Raymond James May 2008 - Present
SunTrust Robinson Humphrey November 2004 - 2008
SoundView Technology Group 2002 - 2004
Banc of America Securities 1998 - 2002
Education
University of Louisville 1992 — 1996
Bachelor Degree, Finance
Raymond James May 2008 - Present
SunTrust Robinson Humphrey November 2004 - 2008
SoundView Technology Group 2002 - 2004
Banc of America Securities 1998 - 2002
Education
University of Louisville 1992 — 1996
Bachelor Degree, Finance
Jodie Orozco Jodie Orozco's Raymond James Experience January 2011 - May 2013
Job Vice President of Marketing & Partnerships at The Plasencia Group
Industry Commercial Real Estate
Experience
The Plasencia Group December 2014 - Present
Gasparilla Festival of the Arts July 2011 - Present
McGladrey March 2014 - December 2014
1MAG June 2013 - December 2013
Raymond James January 2011 - May 2013
Raymond James June 2009 - December 2010
Institute for Child Health Policy August 2007 - April 2009
ProFlowers 2008 - 2009
Raymond James Financial May 2008 - August 2008
Skills
Social Media Marketing, Marketing Communications, Web Marketing, Social Media, Marketing, Marketing Strategy, Email Marketing, Competitive Analysis, Market Research, Facebook, CRM, Advertising, Project Management, Sales, SEO, Social Networking, Online Advertising, Content Development, Integrated Marketing, Content Strategy, Event Management, Public Relations, Online Marketing, Press Releases, Copywriting, Lead Generation, Digital Marketing, Brand Management, Marketing Research
Education
University of Florida 2005 — 2009
BSBA, Marketing
Berkeley Preparatory School 1999 — 2005
The Plasencia Group December 2014 - Present
Gasparilla Festival of the Arts July 2011 - Present
McGladrey March 2014 - December 2014
1MAG June 2013 - December 2013
Raymond James January 2011 - May 2013
Raymond James June 2009 - December 2010
Institute for Child Health Policy August 2007 - April 2009
ProFlowers 2008 - 2009
Raymond James Financial May 2008 - August 2008
Skills
Social Media Marketing, Marketing Communications, Web Marketing, Social Media, Marketing, Marketing Strategy, Email Marketing, Competitive Analysis, Market Research, Facebook, CRM, Advertising, Project Management, Sales, SEO, Social Networking, Online Advertising, Content Development, Integrated Marketing, Content Strategy, Event Management, Public Relations, Online Marketing, Press Releases, Copywriting, Lead Generation, Digital Marketing, Brand Management, Marketing Research
Education
University of Florida 2005 — 2009
BSBA, Marketing
Berkeley Preparatory School 1999 — 2005
Ben Hier, CFA's Raymond James Experience July 2010 - November 2013
Job Vice President, Senior Equity Analyst Financial Services Sector at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation September 2015 - Present
Calamos Investments March 2015 - August 2015
Calamos Investments November 2013 - March 2015
Raymond James July 2010 - November 2013
Raymond James June 2008 - June 2010
Unilever June 2007 - August 2007
Skills
Insurance, Financial Modeling, Financial Analysis, Investment Research, Valuation, Investments, Portfolio Management, Financial Services
Education
University of Illinois at Urbana-Champaign 2004 — 2008
B.A., Finance
Northern Trust Corporation September 2015 - Present
Calamos Investments March 2015 - August 2015
Calamos Investments November 2013 - March 2015
Raymond James July 2010 - November 2013
Raymond James June 2008 - June 2010
Unilever June 2007 - August 2007
Skills
Insurance, Financial Modeling, Financial Analysis, Investment Research, Valuation, Investments, Portfolio Management, Financial Services
Education
University of Illinois at Urbana-Champaign 2004 — 2008
B.A., Finance
Patrick Yates's Raymond James Experience September 2014 - Present
Job Senior Vice President, Investments at Yates Financial Partners of Raymond James
Industry Financial Services
Experience
Raymond James September 2014 - Present
UBS Financial Services, Inc March 2002 - September 2014
Education
University of Louisville
Bachelor of Science, Finance
Raymond James September 2014 - Present
UBS Financial Services, Inc March 2002 - September 2014
Education
University of Louisville
Bachelor of Science, Finance
Patrick Kerr CFA Patrick Kerr CFA's Raymond James Experience 1993 - 1995
Job
Industry Capital Markets
Experience
FTSE August 2013 - Present
S&P Dow Jones Indices May 2009 - November 2012
Dow Jones Indexes/CME Group 2009 - June 2012
Wadsworth Consulting 2008 - 2010
Deutsche Bank July 2004 - January 2008
Citigroup August 1996 - June 2004
Standard and Poor's 2004 - 2004
Salomon Brothers 1996 - 1998
Raymond James 1993 - 1995
Skills
Fixed Income, Equities, Commodity Markets, Equity Indices, Indices, Electronic Trading, Financial Markets, Equity Research, Economic Research, Market Data, Trading Systems, Asset Management, Bloomberg, Hedge Funds, Financial Services, Portfolio Management, Capital Markets, Derivatives, Strategy, Options, Equity Derivatives, FX Options, Equity Trading, Structured Products, Investment Banking, Emerging Markets
Education
NYU Stern 2001 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1991
BA, Economics
FTSE August 2013 - Present
S&P Dow Jones Indices May 2009 - November 2012
Dow Jones Indexes/CME Group 2009 - June 2012
Wadsworth Consulting 2008 - 2010
Deutsche Bank July 2004 - January 2008
Citigroup August 1996 - June 2004
Standard and Poor's 2004 - 2004
Salomon Brothers 1996 - 1998
Raymond James 1993 - 1995
Skills
Fixed Income, Equities, Commodity Markets, Equity Indices, Indices, Electronic Trading, Financial Markets, Equity Research, Economic Research, Market Data, Trading Systems, Asset Management, Bloomberg, Hedge Funds, Financial Services, Portfolio Management, Capital Markets, Derivatives, Strategy, Options, Equity Derivatives, FX Options, Equity Trading, Structured Products, Investment Banking, Emerging Markets
Education
NYU Stern 2001 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1991
BA, Economics
Scott Barkow, CFP®'s Raymond James Experience 1987 - Present
Job Senior Vice President, Investments Managing Director, Financial Planner, Financial Advisor
Industry Financial Services
Experience
Raymond James 1987 - Present
Skills
Retirement Planning, Series 7, Investment Advisory, Wealth Management, Estate Planning, Portfolio Management, Mutual Funds, Strategic Financial..., 401k, Investments, Retirement, Financial Advisory, Series 65, Series 63, Investment Strategies, IRAs, Fixed Annuities, Asset Allocation, Securities, Life Insurance
Education
University of Florida - Warrington College of Business Administration 1980 — 1984
BA, Business
University of Florida - Warrington College of Business Administration 1980 — 1984
Business, Management, Marketing, and Related Support Services
Raymond James 1987 - Present
Skills
Retirement Planning, Series 7, Investment Advisory, Wealth Management, Estate Planning, Portfolio Management, Mutual Funds, Strategic Financial..., 401k, Investments, Retirement, Financial Advisory, Series 65, Series 63, Investment Strategies, IRAs, Fixed Annuities, Asset Allocation, Securities, Life Insurance
Education
University of Florida - Warrington College of Business Administration 1980 — 1984
BA, Business
University of Florida - Warrington College of Business Administration 1980 — 1984
Business, Management, Marketing, and Related Support Services
John Michael Skinner John Michael Skinner's Raymond James Experience August 2011 - Present
Job Financial Advisor at Raymond James & Associates
Industry Financial Services
Experience
Raymond James August 2011 - Present
Skills
Investments, Wealth Management, Financial Services, Finance, Financial Advisory, Series 7, Series 66, Retirement Planning, Strategic Financial..., Retirement, Asset Allocation, Financial Analysis
Education
University of Mississippi
Business
Raymond James August 2011 - Present
Skills
Investments, Wealth Management, Financial Services, Finance, Financial Advisory, Series 7, Series 66, Retirement Planning, Strategic Financial..., Retirement, Asset Allocation, Financial Analysis
Education
University of Mississippi
Business
Brendan Iler Brendan Iler's Raymond James Experience March 2014 - Present
Job Associate Sales Trader at Raymond James
Industry Financial Services
Experience
Raymond James March 2014 - Present
Unipower LLC July 2013 - September 2013
Loxahatchee Golf Club October 2012 - May 2013
Quaker Ridge Golf Club May 2012 - September 2012
Loxahatchee Golf Club 2011 - 2012
Gainesville Golf Practice Center June 2010 - June 2011
Northwestern Mutual May 2009 - August 2009
Skills
Finance, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Financial Analysis, Financial Markets, Outlook, Insurance, Microsoft Office, Business, Budgets, Business Development, MS Excel Pivot Tables, Sensitivity Analysis, Professional..., Computer Proficiency, Professional Writing, NYSE, Wall Street
Education
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Raymond James March 2014 - Present
Unipower LLC July 2013 - September 2013
Loxahatchee Golf Club October 2012 - May 2013
Quaker Ridge Golf Club May 2012 - September 2012
Loxahatchee Golf Club 2011 - 2012
Gainesville Golf Practice Center June 2010 - June 2011
Northwestern Mutual May 2009 - August 2009
Skills
Finance, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Financial Analysis, Financial Markets, Outlook, Insurance, Microsoft Office, Business, Budgets, Business Development, MS Excel Pivot Tables, Sensitivity Analysis, Professional..., Computer Proficiency, Professional Writing, NYSE, Wall Street
Education
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Scott Weingarden, JD, CFP®, CIMA® Scott Weingarden, JD, CFP®, CIMA®'s Raymond James Experience 1997 - Present
Job Vice President, Investments, CERTIFIED FINANCIAL PLANNER™, The Starner Group of Raymond James
Industry Financial Services
Experience
Raymond James 1997 - Present
Education
University of Miami School of Law 1992 — 1995
Doctor of Law (J.D.)
University of Michigan 1988 — 1992
Bachelor of Arts (B.A.), Political Science
Raymond James 1997 - Present
Education
University of Miami School of Law 1992 — 1995
Doctor of Law (J.D.)
University of Michigan 1988 — 1992
Bachelor of Arts (B.A.), Political Science
Dottie Johnson-Newman Dottie Johnson-Newman's Raymond James Experience February 1997 - November 1999
Job Securities Industry Compliance Professional
Industry Financial Services
Experience
LPL Financial April 2013 - Present
Financial Industry Regulatory Authority September 1998 - Present
Royal Alliance August 2000 - December 2010
Raymond James February 1997 - November 1999
Joseph Charles & Associates April 1995 - October 1997
Skills
FINRA, Compliance, Investment Advisory, Investments, Series 7, Mutual Funds, Securities, Asset Management, Series 24, Equities, Risk Management, Wealth Management, Series 63, Insurance, Fixed Income, Licensing, Retirement Planning, Supervisory Skills, Series 66, Microsoft Office, Problem Solving, Annuities, Banking, Series 65, Wealth, Broker-Dealer, Investment Advisory..., Bonds, Life & Health Insurance..., Stocks, Asset Managment, Fixed Annuities, Fraud, FinCEN, Compliance Monitoring, Relationship Management, Retirement, Asset Allocation, Variable Annuities, Financial Advisory, ETFs, Alternative Investments, IRAs, 401k, Investment Strategies, Investment Management, Estate Planning, Options
Education
University of Florida
University of West Georgia
Business
LPL Financial April 2013 - Present
Financial Industry Regulatory Authority September 1998 - Present
Royal Alliance August 2000 - December 2010
Raymond James February 1997 - November 1999
Joseph Charles & Associates April 1995 - October 1997
Skills
FINRA, Compliance, Investment Advisory, Investments, Series 7, Mutual Funds, Securities, Asset Management, Series 24, Equities, Risk Management, Wealth Management, Series 63, Insurance, Fixed Income, Licensing, Retirement Planning, Supervisory Skills, Series 66, Microsoft Office, Problem Solving, Annuities, Banking, Series 65, Wealth, Broker-Dealer, Investment Advisory..., Bonds, Life & Health Insurance..., Stocks, Asset Managment, Fixed Annuities, Fraud, FinCEN, Compliance Monitoring, Relationship Management, Retirement, Asset Allocation, Variable Annuities, Financial Advisory, ETFs, Alternative Investments, IRAs, 401k, Investment Strategies, Investment Management, Estate Planning, Options
Education
University of Florida
University of West Georgia
Business
David LeBaron David LeBaron's Raymond James Experience April 2008 - September 2008
Job Senior Business Analyst at Citi
Industry Information Technology and Services
Experience
Citi January 2014 - Present
JPMorgan Chase October 2010 - January 2014
PSCU June 2010 - October 2010
Jabil October 2009 - June 2010
Elsevier January 2009 - October 2009
Raymond James April 2008 - September 2008
Technically Speaking May 2006 - April 2008
TIMCO August 2005 - February 2006
Wachovia October 2004 - July 2005
Oakwood Homes March 2003 - October 2004
Skills
Testing, Software Documentation, SDLC, SharePoint, Integration, Risk Management, Technical Writing, Systems Analysis, Business Process
Education
University of North Carolina at Greensboro 2002 — 2006
BS, Business Administration
Citi January 2014 - Present
JPMorgan Chase October 2010 - January 2014
PSCU June 2010 - October 2010
Jabil October 2009 - June 2010
Elsevier January 2009 - October 2009
Raymond James April 2008 - September 2008
Technically Speaking May 2006 - April 2008
TIMCO August 2005 - February 2006
Wachovia October 2004 - July 2005
Oakwood Homes March 2003 - October 2004
Skills
Testing, Software Documentation, SDLC, SharePoint, Integration, Risk Management, Technical Writing, Systems Analysis, Business Process
Education
University of North Carolina at Greensboro 2002 — 2006
BS, Business Administration
Anneliese Tyler Watts, CFP® Anneliese Tyler Watts, CFP®'s Raymond James Experience February 2007 - Present
Job Vice President, Investments / Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2007 - Present
Morgan Keegan Trust Company August 2000 - January 2007
SunTrust Bank 1995 - 2000
National Bank of Commerce 1989 - 1995
Skills
Investments, Investment Advisory, Asset Allocation, Finance, Wealth Management, Strategic Financial..., Portfolio Management, Mutual Funds, Retirement Planning, Securities, Financial Advisory
Education
University of Mississippi 1985 — 1989
Bachelor's degree, Banking and Finance
Raymond James February 2007 - Present
Morgan Keegan Trust Company August 2000 - January 2007
SunTrust Bank 1995 - 2000
National Bank of Commerce 1989 - 1995
Skills
Investments, Investment Advisory, Asset Allocation, Finance, Wealth Management, Strategic Financial..., Portfolio Management, Mutual Funds, Retirement Planning, Securities, Financial Advisory
Education
University of Mississippi 1985 — 1989
Bachelor's degree, Banking and Finance
Heather Knable Heather Knable's Raymond James Experience 2008 - 2010
Job VP, Operational Risk & Privacy at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2011 - Present
Raymond James Financial Inc. 2010 - 2011
Raymond James 2008 - 2010
Raymond James Financial Inc. 2006 - 2008
Poe Financial Group 2005 - 2006
KPMG 2003 - 2005
Education
University of North Carolina at Chapel Hill 2002 — 2003
Masters of Accounting
University of Florida 1998 — 2002
Finance
Raymond James Financial Inc. 2011 - Present
Raymond James Financial Inc. 2010 - 2011
Raymond James 2008 - 2010
Raymond James Financial Inc. 2006 - 2008
Poe Financial Group 2005 - 2006
KPMG 2003 - 2005
Education
University of North Carolina at Chapel Hill 2002 — 2003
Masters of Accounting
University of Florida 1998 — 2002
Finance
David Feaster, Jr., CFA David Feaster, Jr., CFA's Raymond James Experience February 2010 - June 2011
Job Senior Equity Research Associate at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Raymond James & Associates, Inc June 2011 - August 2014
Raymond James February 2010 - June 2011
Raymond James Financial February 2008 - March 2010
First American Bank May 2006 - August 2006
Millennium Bank May 2005 - August 2005
Skills
Chartered Financial..., Equity Research, Sell Side, Fundamental Analysis, Equity Valuation, Financial Modeling, Mutual Funds, Bloomberg, Due Diligence, Investments, Asset Management, Analysis, Economics
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
BSBA, Finance
Raymond James Financial Inc. August 2014 - Present
Raymond James & Associates, Inc June 2011 - August 2014
Raymond James February 2010 - June 2011
Raymond James Financial February 2008 - March 2010
First American Bank May 2006 - August 2006
Millennium Bank May 2005 - August 2005
Skills
Chartered Financial..., Equity Research, Sell Side, Fundamental Analysis, Equity Valuation, Financial Modeling, Mutual Funds, Bloomberg, Due Diligence, Investments, Asset Management, Analysis, Economics
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
BSBA, Finance
David Volante's Raymond James Experience 1999 - 2015
Job Partner, Prosperity Financial Group, LLC
Industry Financial Services
Experience
Prosperity Financial Group LLC March 2015 - Present
Raymond James 1999 - 2015
Roney and Company 1994 - 1999
Hamilton Investments 1990 - 1994
Paine Webber 1987 - 1990
Skills
401k, Asset Allocation, Asset Management, Asset Protection, Deferred Compensation, Equities, Estate Planning, Executive Benefit..., Financial Advisor, Financial Advisory, Fixed Annuities, Fixed Income, Insurance, Investments, Investment Strategies, Money Management, Mutual Funds, Retirement Planning, Rollovers, Roth IRA, Tax Reduction Strategjes, Term Life Insurance, TSA Rollovers, Wealth Accumulation, Wealth Distribution, Wealth Management
Education
University of Pennsylvania - The Wharton School
Securities Industry Institute Program, Securities Industry Association Course of Study
University of Michigan
Bachelor of Business Administration (BBA), Economics & Finance
University of Michigan
Bachelor of Business Administration (BBA), Accounting
Prosperity Financial Group LLC March 2015 - Present
Raymond James 1999 - 2015
Roney and Company 1994 - 1999
Hamilton Investments 1990 - 1994
Paine Webber 1987 - 1990
Skills
401k, Asset Allocation, Asset Management, Asset Protection, Deferred Compensation, Equities, Estate Planning, Executive Benefit..., Financial Advisor, Financial Advisory, Fixed Annuities, Fixed Income, Insurance, Investments, Investment Strategies, Money Management, Mutual Funds, Retirement Planning, Rollovers, Roth IRA, Tax Reduction Strategjes, Term Life Insurance, TSA Rollovers, Wealth Accumulation, Wealth Distribution, Wealth Management
Education
University of Pennsylvania - The Wharton School
Securities Industry Institute Program, Securities Industry Association Course of Study
University of Michigan
Bachelor of Business Administration (BBA), Economics & Finance
University of Michigan
Bachelor of Business Administration (BBA), Accounting
Russell. Cotton's Raymond James Experience February 2009 - Present
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2009 - Present
Sterne Agee November 2003 - February 2009
Education
University of Kentucky 1988 — 1992
BA, Communications
Raymond James February 2009 - Present
Sterne Agee November 2003 - February 2009
Education
University of Kentucky 1988 — 1992
BA, Communications
Asher Dewhurst's Raymond James Experience August 1998 - May 2004
Job Principal at Westwicke Partners
Industry Research
Experience
Westwicke Partners September 2008 - Present
FBR August 2004 - July 2008
Friedman, Billings, Ramsey & Co. 2004 - 2008
Raymond James August 1998 - May 2004
Skills
Bloomberg, Equity Research, Investment Management, Financial Modeling, Healthcare, Valuation, Healthcare Information..., Financial Analysis, Investments, DCF, Investor Relations, Equities, Capital Markets, Emerging Markets, Hedge Funds, Mergers & Acquisitions, Alternative Investments, Securities, Investment Banking, IPO, Series 7, Corporate Development, Asset Management, Private Equity, Venture Capital, Portfolio Management, Corporate Finance, Equity Valuation, Financial Markets, Fixed Income, Business Valuation, Due Diligence
Education
University of Florida 1994 — 1998
BS, Finance
Westwicke Partners September 2008 - Present
FBR August 2004 - July 2008
Friedman, Billings, Ramsey & Co. 2004 - 2008
Raymond James August 1998 - May 2004
Skills
Bloomberg, Equity Research, Investment Management, Financial Modeling, Healthcare, Valuation, Healthcare Information..., Financial Analysis, Investments, DCF, Investor Relations, Equities, Capital Markets, Emerging Markets, Hedge Funds, Mergers & Acquisitions, Alternative Investments, Securities, Investment Banking, IPO, Series 7, Corporate Development, Asset Management, Private Equity, Venture Capital, Portfolio Management, Corporate Finance, Equity Valuation, Financial Markets, Fixed Income, Business Valuation, Due Diligence
Education
University of Florida 1994 — 1998
BS, Finance
Jennifer Schols's Raymond James Experience June 2011 - Present
Job Senior Registered Service and Marketing Associate at Raymond James
Industry Investment Management
Experience
Raymond James June 2011 - Present
Howe Barnes Hoefer & Arnett, A Subsidiary of Raymond James June 2000 - June 2011
First Union Securities February 1997 - June 2000
First Union Securities June 1995 - February 1997
Education
University of Illinois at Chicago 1991 — 1995
Bachelors
James B. Conant High School 1986 — 1991
Raymond James June 2011 - Present
Howe Barnes Hoefer & Arnett, A Subsidiary of Raymond James June 2000 - June 2011
First Union Securities February 1997 - June 2000
First Union Securities June 1995 - February 1997
Education
University of Illinois at Chicago 1991 — 1995
Bachelors
James B. Conant High School 1986 — 1991
George Lotterhos George Lotterhos's Raymond James Experience June 2014 - Present
Job Managing Director/Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James June 2014 - Present
Cordova Town Center Partnership 1990 - 2014
Skills
Securities, Management, Alternative Investments, Investments, Bonds
Education
University of Mississippi 1967 — 1971
Bachelor of Business Administration (BBA), Investments and Securities
Raymond James June 2014 - Present
Cordova Town Center Partnership 1990 - 2014
Skills
Securities, Management, Alternative Investments, Investments, Bonds
Education
University of Mississippi 1967 — 1971
Bachelor of Business Administration (BBA), Investments and Securities
Nick Conroy Nick Conroy's Raymond James Experience 2005 - 2006
Job Associate Director at Scotia Capital
Industry Financial Services
Experience
Scotia Capital September 2011 - Present
Penson Canada January 2010 - August 2011
RBC Dexia Investor Services March 2006 - December 2009
Raymond James 2005 - 2006
Skills
Securities Lending, Bloomberg, Equities, Fixed Income
Education
University of New Brunswick 1998 — 2003
BBA
Scotia Capital September 2011 - Present
Penson Canada January 2010 - August 2011
RBC Dexia Investor Services March 2006 - December 2009
Raymond James 2005 - 2006
Skills
Securities Lending, Bloomberg, Equities, Fixed Income
Education
University of New Brunswick 1998 — 2003
BBA
Sean Spellman Sean Spellman's Raymond James Experience May 2015 - June 2015
Job International Business and Finance Major at University of Georgia Terry College of Business
Industry
Experience
Raymond James May 2015 - June 2015
Office of Congressman Jack Kingston June 2014 - July 2014
Education
University of Georgia - Terry College of Business 2012 — 2016
Raymond James May 2015 - June 2015
Office of Congressman Jack Kingston June 2014 - July 2014
Education
University of Georgia - Terry College of Business 2012 — 2016
Jeff Rini's Raymond James Experience July 2006 - February 2007
Job AVP IS Finance at Comerica Bank
Industry Banking
Experience
Comerica Bank April 2010 - Present
TPI February 2007 - April 2010
Raymond James July 2006 - February 2007
Merrill Lynch August 2004 - August 2005
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Banking, Data Analysis, Strategic Financial..., Financial Forecasting, Account Reconciliation, Capital Budgeting, Project Finance, Budgets, Accruals, Financial Systems, Process Improvement, Business Analysis
Education
University of Michigan-Dearborn 2001 — 2006
Bachelor of Science (BS), Finance
Comerica Bank April 2010 - Present
TPI February 2007 - April 2010
Raymond James July 2006 - February 2007
Merrill Lynch August 2004 - August 2005
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Banking, Data Analysis, Strategic Financial..., Financial Forecasting, Account Reconciliation, Capital Budgeting, Project Finance, Budgets, Accruals, Financial Systems, Process Improvement, Business Analysis
Education
University of Michigan-Dearborn 2001 — 2006
Bachelor of Science (BS), Finance
Greg Reid, CPA, CA, CFA's Raymond James Experience July 2001 - December 2002
Job Chief Financial Officer at Kraken Sonar Inc
Industry Capital Markets
Experience
Kraken Sonar Inc June 2015 - Present
GasGen Canada Ltd January 2012 - January 2015
Clear Energy Systems Inc January 2014 - July 2014
Wellington West Capital Markets November 2009 - July 2011
Wellington West Capital Markets March 2004 - November 2009
Versant Partners January 2003 - February 2004
Raymond James July 2001 - December 2002
TD Securities May 2000 - June 2001
New Brunswick Investment Management January 1997 - May 2000
Deloitte & Touche 1994 - 1996
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Capital Markets, Equities, Accounting, Strategic Planning, Business Strategy, Financial Reporting, Financial Analysis, Business Development, Competitive Analysis, Due Diligence, Budgeting, Business Planning, Forecasting, Cleantech, Portfolio Management, Equity Research, Renewable Energy, Investments
Education
Canadian Institute of Chartered Accountants 1994 — 1996
CA
Institute of Chartered Financial Analysts 1997 — 2000
CFA
University of New Brunswick 1991 — 1994
BBA, Accounting and Finance
Kraken Sonar Inc June 2015 - Present
GasGen Canada Ltd January 2012 - January 2015
Clear Energy Systems Inc January 2014 - July 2014
Wellington West Capital Markets November 2009 - July 2011
Wellington West Capital Markets March 2004 - November 2009
Versant Partners January 2003 - February 2004
Raymond James July 2001 - December 2002
TD Securities May 2000 - June 2001
New Brunswick Investment Management January 1997 - May 2000
Deloitte & Touche 1994 - 1996
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Capital Markets, Equities, Accounting, Strategic Planning, Business Strategy, Financial Reporting, Financial Analysis, Business Development, Competitive Analysis, Due Diligence, Budgeting, Business Planning, Forecasting, Cleantech, Portfolio Management, Equity Research, Renewable Energy, Investments
Education
Canadian Institute of Chartered Accountants 1994 — 1996
CA
Institute of Chartered Financial Analysts 1997 — 2000
CFA
University of New Brunswick 1991 — 1994
BBA, Accounting and Finance
andrew cecil's Raymond James Experience October 1999 - Present
Job Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James October 1999 - Present
Education
University of Iowa 1996 — 1998
Raymond James October 1999 - Present
Education
University of Iowa 1996 — 1998
Harris Konter CFP ®'s Raymond James Experience August 2006 - Present
Job CFP ® Wealth Management Specialist at Raymond James
Industry Financial Services
Experience
Raymond James August 2006 - Present
Aaron Rents, Inc. August 2004 - August 2006
Education
University of Florida 1999 — 2004
D.I.S., Decision Information Sciences
Raymond James August 2006 - Present
Aaron Rents, Inc. August 2004 - August 2006
Education
University of Florida 1999 — 2004
D.I.S., Decision Information Sciences
Scott Horack's Raymond James Experience October 1995 - Present
Job Assistant National Sales Manager at RJ
Industry Financial Services
Experience
Raymond James October 1995 - Present
Skills
Sales, Account Management, Marketing, Sales Management, Forecasting, Banking, Customer Service, CRM, New Business Development, Strategic Planning, Marketing Strategy, Business Development, Management, Team Building, Sales Process, Sales Presentations, Process Improvement, Sales Operations, Leadership, Retail
Education
University of Miami
Master of Business Administration (MBA)
Raymond James October 1995 - Present
Skills
Sales, Account Management, Marketing, Sales Management, Forecasting, Banking, Customer Service, CRM, New Business Development, Strategic Planning, Marketing Strategy, Business Development, Management, Team Building, Sales Process, Sales Presentations, Process Improvement, Sales Operations, Leadership, Retail
Education
University of Miami
Master of Business Administration (MBA)
Dale Carbaugh's Raymond James Experience December 2010 - Present
Job Supervisor Mutual Fund Research at Raymond James
Industry Financial Services
Experience
Raymond James December 2010 - Present
Raymond James Financial 1999 - Present
Education
University of Florida 1985 — 1988
Raymond James December 2010 - Present
Raymond James Financial 1999 - Present
Education
University of Florida 1985 — 1988
Buck Horne's Raymond James Experience June 1999 - Present
Job Vice President Equity Research, Housing & Real Estate
Industry Capital Markets
Experience
Raymond James June 1999 - Present
Raymond James & Associates 1999 - Present
Raymond James & Associates 1999 - Present
Raymond James Financial December 2007 - December 2011
Skills
Equities, Equity Research, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration
Raymond James June 1999 - Present
Raymond James & Associates 1999 - Present
Raymond James & Associates 1999 - Present
Raymond James Financial December 2007 - December 2011
Skills
Equities, Equity Research, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration
Don Blair's Raymond James Experience February 1997 - Present
Job Managing Director at Raymond James
Industry Banking
Experience
Raymond James February 1997 - Present
Goldman Sachs August 1994 - February 1997
KPMG July 1989 - July 1992
Skills
Chartered Financial..., Certified Public..., CPA, Securities, Financial Advisory, Private Equity, Valuation, Corporate Finance, Financial Modeling, IPO, Hedge Funds, Investments, Management, Business Valuation, Mergers & Acquisitions, Finance, Financial Analysis, Due Diligence, Investment Banking, Strategic Planning
Education
University of Virginia - Darden Graduate School of Business Administration
University of Maryland Baltimore County
Raymond James February 1997 - Present
Goldman Sachs August 1994 - February 1997
KPMG July 1989 - July 1992
Skills
Chartered Financial..., Certified Public..., CPA, Securities, Financial Advisory, Private Equity, Valuation, Corporate Finance, Financial Modeling, IPO, Hedge Funds, Investments, Management, Business Valuation, Mergers & Acquisitions, Finance, Financial Analysis, Due Diligence, Investment Banking, Strategic Planning
Education
University of Virginia - Darden Graduate School of Business Administration
University of Maryland Baltimore County
Bruce Zeytoonian's Raymond James Experience June 1994 - Present
Job Certified Financial Planner at Raymond James
Industry Financial Services
Experience
Raymond James June 1994 - Present
Skills
Strategic Financial...
Education
University of Maryland College Park 1978 — 1980
Raymond James June 1994 - Present
Skills
Strategic Financial...
Education
University of Maryland College Park 1978 — 1980
Kerry Bell, CFP®'s Raymond James Experience May 2014 - Present
Job Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 2014 - Present
Wells Fargo Advisors May 2009 - May 2014
Wachovia Securities January 2008 - April 2009
A.G. Edwards & Sons, Inc. December 2001 - December 2007
Skills
Equities, Fixed Income, Investments, Hedging, Wealth Management, Risk Management, Finance, Series 7, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Financial Markets, Credit, Financial Modeling, Trading
Education
University of North Alabama 1993 — 1998
BS, Finance
Huntsville High 1987 — 1991
Raymond James May 2014 - Present
Wells Fargo Advisors May 2009 - May 2014
Wachovia Securities January 2008 - April 2009
A.G. Edwards & Sons, Inc. December 2001 - December 2007
Skills
Equities, Fixed Income, Investments, Hedging, Wealth Management, Risk Management, Finance, Series 7, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Financial Markets, Credit, Financial Modeling, Trading
Education
University of North Alabama 1993 — 1998
BS, Finance
Huntsville High 1987 — 1991
Hans Mosesmann's Raymond James Experience June 2007 - Present
Job Managing Director at Raymond James
Industry Investment Management
Experience
Raymond James June 2007 - Present
SoundView Technology Group 2003 - 2005
Prudential Securities 1998 - 2004
AMD 1988 - 1996
Skills
Management, Hedge Funds, Financial Modeling, Equities, Semiconductors, Valuation, Investments, Asset Management, Capital Markets, Financial Analysis
Education
Loyola University Maryland 1989 — 1992
MBA, Finance
University of Florida 1981 — 1985
BSEE, Communications
Raymond James June 2007 - Present
SoundView Technology Group 2003 - 2005
Prudential Securities 1998 - 2004
AMD 1988 - 1996
Skills
Management, Hedge Funds, Financial Modeling, Equities, Semiconductors, Valuation, Investments, Asset Management, Capital Markets, Financial Analysis
Education
Loyola University Maryland 1989 — 1992
MBA, Finance
University of Florida 1981 — 1985
BSEE, Communications
Frank Hancock's Raymond James Experience August 1986 - Present
Job Managing Director at Raymond James
Industry Investment Banking
Experience
Raymond James August 1986 - Present
Skills
Private Placements, Mergers, Private Equity, Financial Modeling, Corporate Finance, Valuation, Investments, IPO, Strategic Financial..., Due Diligence, Capital Markets, Financial Analysis, Equities, Securities, Corporate Development, Business Valuation, M, Mergers, Venture Capital
Education
University of North Carolina at Chapel Hill 1982 — 1986
MBA/JD with Honors, Law and Business
Wake Forest University 1978 — 1982
Bachelor of Arts (BA), Psychology and Philosophy
Raymond James August 1986 - Present
Skills
Private Placements, Mergers, Private Equity, Financial Modeling, Corporate Finance, Valuation, Investments, IPO, Strategic Financial..., Due Diligence, Capital Markets, Financial Analysis, Equities, Securities, Corporate Development, Business Valuation, M, Mergers, Venture Capital
Education
University of North Carolina at Chapel Hill 1982 — 1986
MBA/JD with Honors, Law and Business
Wake Forest University 1978 — 1982
Bachelor of Arts (BA), Psychology and Philosophy
Frank Turkovich's Raymond James Experience January 2008 - October 2008
Job Automotive Engineering Consultant
Industry Automotive
Experience
FD Turkovich LLC September 2008 - Present
Raymond James January 2008 - October 2008
Chrysler 1984 - 2006
DaimlerChrysler 1984 - 1996
Skills
Cross-functional Team..., Automotive, Quality Management, Vehicles, Program Management, Testing, Root Cause Analysis, Automotive Engineering, FMEA, Lean Manufacturing, Engineering, Competitive Analysis, Six Sigma, Continuous Improvement, Engineering Management
Education
University of Michigan-Dearborn 1976 — 1982
MBA, Management
University of Michigan 1967 — 1971
FD Turkovich LLC September 2008 - Present
Raymond James January 2008 - October 2008
Chrysler 1984 - 2006
DaimlerChrysler 1984 - 1996
Skills
Cross-functional Team..., Automotive, Quality Management, Vehicles, Program Management, Testing, Root Cause Analysis, Automotive Engineering, FMEA, Lean Manufacturing, Engineering, Competitive Analysis, Six Sigma, Continuous Improvement, Engineering Management
Education
University of Michigan-Dearborn 1976 — 1982
MBA, Management
University of Michigan 1967 — 1971
Larry Althouse's Raymond James Experience July 2003 - Present
Job SCOM MP Author and Enterprise Monitoring Tech
Industry Information Technology and Services
Experience
Raymond James July 2003 - Present
Agilent Technologies January 2000 - March 2003
National TechTeam April 1998 - November 1999
National TechTeam 1996 - 1998
Skills
Active Directory, Powershell, Windows Server, Servers, ITIL, Operating Systems, System Administration, Microsoft Certified..., SCOM, Application Monitoring, System Center Products, Opalis, MOM 2005, Troubleshooting, System Monitoring, Network Monitoring Tools, Windows, Windows 7, Computer Hardware, XP, Microsoft Office, CA Spectrum, CA Unicenter NSM, Root Cause Analysis, Windows XP
Education
University of Michigan-Dearborn 1993 — 1995
Raymond James July 2003 - Present
Agilent Technologies January 2000 - March 2003
National TechTeam April 1998 - November 1999
National TechTeam 1996 - 1998
Skills
Active Directory, Powershell, Windows Server, Servers, ITIL, Operating Systems, System Administration, Microsoft Certified..., SCOM, Application Monitoring, System Center Products, Opalis, MOM 2005, Troubleshooting, System Monitoring, Network Monitoring Tools, Windows, Windows 7, Computer Hardware, XP, Microsoft Office, CA Spectrum, CA Unicenter NSM, Root Cause Analysis, Windows XP
Education
University of Michigan-Dearborn 1993 — 1995
Fritz Hussey's Raymond James Experience 2004 - 2007
Job Financial Advisor at Sutton Wealth Advisors, Inc
Industry Financial Services
Experience
Sutton Wealth Advisors, Inc. May 2009 - Present
John Boyer, Inc October 2007 - April 2009
Raymond James 2004 - 2007
Morgan Stanley 2002 - 2003
United States Air Force 1999 - 2003
Education
Western International University 1999 — 2002
MBA
University of Florida - Warrington College of Business Administration 1994 — 1998
Sutton Wealth Advisors, Inc. May 2009 - Present
John Boyer, Inc October 2007 - April 2009
Raymond James 2004 - 2007
Morgan Stanley 2002 - 2003
United States Air Force 1999 - 2003
Education
Western International University 1999 — 2002
MBA
University of Florida - Warrington College of Business Administration 1994 — 1998
Jennifer Whorton Jones's Raymond James Experience 1997 - 2002
Job Student at University of Miami School of Law
Industry Legal Services
Experience
Joe DiMaggio Children's Hospital Foundation & Memorial Foundation January 2003 - May 2005
Raymond James 1997 - 2002
Education
University of Miami School of Law 2007 — 2008
Joe DiMaggio Children's Hospital Foundation & Memorial Foundation January 2003 - May 2005
Raymond James 1997 - 2002
Education
University of Miami School of Law 2007 — 2008
Stephen Griner, CFA's Raymond James Experience March 2009 - Present
Job Vice President of Investments
Industry Financial Services
Experience
Raymond James March 2009 - Present
Merrill Lynch 2004 - 2009
Morgan Stanley 2001 - 2003
Skills
Investments, Retirement Planning, Finance, Financial Advisory, Securities, Estate Planning, 401k, Asset Management, Asset Allocation, Wealth Management, Series 7, Retirement, Insurance, Financial Planning, Financial Analysis, Portfolio Management, Mutual Funds
Education
University of Mississippi 1995 — 2000
Bachelor of Accountancy; MBA
Raymond James March 2009 - Present
Merrill Lynch 2004 - 2009
Morgan Stanley 2001 - 2003
Skills
Investments, Retirement Planning, Finance, Financial Advisory, Securities, Estate Planning, 401k, Asset Management, Asset Allocation, Wealth Management, Series 7, Retirement, Insurance, Financial Planning, Financial Analysis, Portfolio Management, Mutual Funds
Education
University of Mississippi 1995 — 2000
Bachelor of Accountancy; MBA
Field Norris's Raymond James Experience September 2006 - Present
Job Associate Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James September 2006 - Present
Skills
Series 7, Wealth Management, Equities, Mutual Funds, Investments, Portfolio Management, Investment Advisory, Equity Research, Asset Allocation, Series 63, Capital Markets, Alternative Investments
Education
University of Mississippi 2002 — 2006
Bachelor's Degree, Finance and Real Estate
Raymond James September 2006 - Present
Skills
Series 7, Wealth Management, Equities, Mutual Funds, Investments, Portfolio Management, Investment Advisory, Equity Research, Asset Allocation, Series 63, Capital Markets, Alternative Investments
Education
University of Mississippi 2002 — 2006
Bachelor's Degree, Finance and Real Estate
Coulter, Carrington's Raymond James Experience February 2013 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan November 2004 - February 2013
Skills
Series 7, Series 63, Securities, Wealth Management, Mutual Funds, Equities, Fixed Income, Investments, Financial Analysis
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.)
brewster academy
Raymond James February 2013 - Present
Morgan Keegan November 2004 - February 2013
Skills
Series 7, Series 63, Securities, Wealth Management, Mutual Funds, Equities, Fixed Income, Investments, Financial Analysis
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.)
brewster academy
Mark McGowan's Raymond James Experience 1994 - 2013
Job Managing Director at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 1994 - Present
RAYMOND JAMES 1994 - 2013
Skills
Bonds, Series 7, Investments, Series 63, Fixed Income, Wealth Management, Alternative Investments, Equities, Portfolio Management, Mutual Funds, Securities, Asset Managment, Asset Management
Education
University of Illinois at Urbana-Champaign 1984 — 1989
Raymond James Financial Inc. January 1994 - Present
RAYMOND JAMES 1994 - 2013
Skills
Bonds, Series 7, Investments, Series 63, Fixed Income, Wealth Management, Alternative Investments, Equities, Portfolio Management, Mutual Funds, Securities, Asset Managment, Asset Management
Education
University of Illinois at Urbana-Champaign 1984 — 1989
Tim Self's Raymond James Experience March 2005 - June 2007
Job Senior Vice President Investments at Insignia Bank
Industry Financial Services
Experience
Insignia Bank June 2007 - Present
Raymond James March 2005 - June 2007
J.M. Stewart Corporation 1997 - 2004
Skills
Annuities, Mutual Funds, Investments, Estate Planning, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Series 7, Asset Management, Equities, Securities, 401k, Alternative Investments, Long Term Care, Series 63, Stocks, Mortgage Lending, Finance, Retirement, Loans, Brokerage, Insurance, Fixed Annuities, Marketing Strategy, Credit, Wealth, Strategic Financial..., Uniform Combined State..., Wealth Management..., Long-term Care, Banking, Asset Allocation, Investment Advisory, Real Estate, Private Banking
Education
University of Tennessee-Knoxville 1985 — 1987
MBA, Marketing and New Venture Analysis
University of Kentucky 1980 — 1984
BBA, Personnel Adminstration and Industrial Relations
Insignia Bank June 2007 - Present
Raymond James March 2005 - June 2007
J.M. Stewart Corporation 1997 - 2004
Skills
Annuities, Mutual Funds, Investments, Estate Planning, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Series 7, Asset Management, Equities, Securities, 401k, Alternative Investments, Long Term Care, Series 63, Stocks, Mortgage Lending, Finance, Retirement, Loans, Brokerage, Insurance, Fixed Annuities, Marketing Strategy, Credit, Wealth, Strategic Financial..., Uniform Combined State..., Wealth Management..., Long-term Care, Banking, Asset Allocation, Investment Advisory, Real Estate, Private Banking
Education
University of Tennessee-Knoxville 1985 — 1987
MBA, Marketing and New Venture Analysis
University of Kentucky 1980 — 1984
BBA, Personnel Adminstration and Industrial Relations
Lori Embrey's Raymond James Experience June 2013 - July 2014
Job Conversion Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab August 2014 - August 2015
Raymond James June 2013 - July 2014
Raymond James July 2012 - June 2013
Desoto County Schools August 2008 - July 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Accounting, Microsoft Word, Internet Research
Education
University of Mississippi - School of Business Administration 2004 — 2008
B.B.A, Managerial Finance
Charles Schwab August 2015 - Present
Charles Schwab August 2014 - August 2015
Raymond James June 2013 - July 2014
Raymond James July 2012 - June 2013
Desoto County Schools August 2008 - July 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Accounting, Microsoft Word, Internet Research
Education
University of Mississippi - School of Business Administration 2004 — 2008
B.B.A, Managerial Finance
Mark Canavesio, CFP ®'s Raymond James Experience February 2005 - Present
Job Associate Vice President, Investments | CERTIFIED FINANCIAL PLANNER ™ at Raymond James
Industry Financial Services
Experience
Raymond James February 2005 - Present
PaineWebber November 1998 - February 2005
Skills
Financial Advisory, Series 7, Securities, Series 63, Bonds, Investment Advisory, Investments, Wealth Management, Asset Allocation, Strategic Financial..., Mutual Funds, Wealth, Retirement Planning, Series 65, Asset Management, Dividends, Superior Client Service, Retirement, Alternative Investments, Fixed Annuities
Education
University of Michigan-Dearborn 1996 — 1999
BBA, Finance, Graduated with Distinction
DeLaSalle Collegiate 1992 — 1996
Raymond James February 2005 - Present
PaineWebber November 1998 - February 2005
Skills
Financial Advisory, Series 7, Securities, Series 63, Bonds, Investment Advisory, Investments, Wealth Management, Asset Allocation, Strategic Financial..., Mutual Funds, Wealth, Retirement Planning, Series 65, Asset Management, Dividends, Superior Client Service, Retirement, Alternative Investments, Fixed Annuities
Education
University of Michigan-Dearborn 1996 — 1999
BBA, Finance, Graduated with Distinction
DeLaSalle Collegiate 1992 — 1996
Kevin Caldwell's Raymond James Experience 2012 - Present
Job Financial Advisor
Industry Investment Management
Experience
Raymond James 2012 - Present
Morgan Keegan 2007 - 2011
AmSouth Bank July 2005 - July 2007
Education
University of Florida 2001 — 2005
BS, Finance
Raymond James 2012 - Present
Morgan Keegan 2007 - 2011
AmSouth Bank July 2005 - July 2007
Education
University of Florida 2001 — 2005
BS, Finance
Bob Klose's Raymond James Experience September 2009 - Present
Job Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James September 2009 - Present
A.G. Edwards & Sons, Inc./Wachovia Securities/Wells Fargo Advisors June 1993 - September 2009
Education
University of North Carolina at Chapel Hill 1976 — 1979
J.D, Law
Raymond James September 2009 - Present
A.G. Edwards & Sons, Inc./Wachovia Securities/Wells Fargo Advisors June 1993 - September 2009
Education
University of North Carolina at Chapel Hill 1976 — 1979
J.D, Law
Catherine China's Raymond James Experience September 2009 - July 2011
Job Manager, Product Development (Product Owner) at Serve an American Express Company
Industry Information Technology and Services
Experience
Serve an American Express Company January 2014 - Present
Serve an American Express Company July 2011 - January 2014
Raymond James September 2009 - July 2011
Raymond James May 1996 - September 2009
Raymond James April 1994 - May 1996
Skills
Business Analysis, PCI DSS, Business Requirements, Risk Management, Systems Analysis, Risk Assessment, CISA, SDLC, Requirements Analysis, Testing, Business Process, Software Project..., Quality Center, Project Management, Test Planning, Agile Project Management, User Acceptance Testing, Integration, SQL, Disaster Recovery, Product Management, Vendor Management, Visio, Scrum, Software Documentation, Waterfall, Software Quality..., Regression Testing, MS Project, Oracle, Analysis, Quality Assurance, Agile Methodologies, PMO, Security, Information Security, Software Development
Education
University of Florida 1989 — 1993
BSBA, Management, specializing in Decision Support Systems
University of South Florida
Master of Science, Management Information Systems
Serve an American Express Company January 2014 - Present
Serve an American Express Company July 2011 - January 2014
Raymond James September 2009 - July 2011
Raymond James May 1996 - September 2009
Raymond James April 1994 - May 1996
Skills
Business Analysis, PCI DSS, Business Requirements, Risk Management, Systems Analysis, Risk Assessment, CISA, SDLC, Requirements Analysis, Testing, Business Process, Software Project..., Quality Center, Project Management, Test Planning, Agile Project Management, User Acceptance Testing, Integration, SQL, Disaster Recovery, Product Management, Vendor Management, Visio, Scrum, Software Documentation, Waterfall, Software Quality..., Regression Testing, MS Project, Oracle, Analysis, Quality Assurance, Agile Methodologies, PMO, Security, Information Security, Software Development
Education
University of Florida 1989 — 1993
BSBA, Management, specializing in Decision Support Systems
University of South Florida
Master of Science, Management Information Systems
Beth L. Haines's Raymond James Experience November 2014 - Present
Job Registered Client Service Associate at Harmony Wealth Partners of Raymond James
Industry Banking
Experience
Raymond James November 2014 - Present
JPMorgan Chase June 1994 - October 2014
Skills
Equities, Financial Analysis, Bloomberg, Portfolio Management, Fixed Income, Series 7, Investment Banking, Wealth Management, Investments, Financial Modeling, Customer Service
Education
University of Louisville 1988 — 1992
Bachelor of Science (BS), Finance, General
Raymond James November 2014 - Present
JPMorgan Chase June 1994 - October 2014
Skills
Equities, Financial Analysis, Bloomberg, Portfolio Management, Fixed Income, Series 7, Investment Banking, Wealth Management, Investments, Financial Modeling, Customer Service
Education
University of Louisville 1988 — 1992
Bachelor of Science (BS), Finance, General
Nan Bonfield's Raymond James Experience October 2011 - Present
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James October 2011 - Present
Education
University of Florida 1975 — 1976
Bachelor of Science Business Administration (BSBA), Accounting Major, Math Minor
Raymond James October 2011 - Present
Education
University of Florida 1975 — 1976
Bachelor of Science Business Administration (BSBA), Accounting Major, Math Minor
Everett Anderson, WMS®'s Raymond James Experience October 2008 - Present
Job The Anderson Advisory Group of Raymond James
Industry Investment Management
Experience
Raymond James October 2008 - Present
Burns Fazzi Brock and Associates December 2007 - June 2008
Vector Marketing June 2001 - January 2004
Skills
Finance, Investments, Asset Management, Wealth Management, Estate Planning, New Business Development, Trading, Mutual Funds, Securities, Leadership, Management, Financial Services, Financial Advisory, Retirement, Analysis, Wealth, Bonds, Employee Benefits, Equities, Portfolio Management
Education
University of North Carolina at Chapel Hill 2003 — 2006
BA, Economics
Durham Academy
Raymond James October 2008 - Present
Burns Fazzi Brock and Associates December 2007 - June 2008
Vector Marketing June 2001 - January 2004
Skills
Finance, Investments, Asset Management, Wealth Management, Estate Planning, New Business Development, Trading, Mutual Funds, Securities, Leadership, Management, Financial Services, Financial Advisory, Retirement, Analysis, Wealth, Bonds, Employee Benefits, Equities, Portfolio Management
Education
University of North Carolina at Chapel Hill 2003 — 2006
BA, Economics
Durham Academy
Nicole Civello's Raymond James Experience August 2003 - February 2007
Job Vice President at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo January 2013 - Present
Wells Fargo March 2007 - January 2013
Wachovia March 2007 - February 2011
Raymond James August 2003 - February 2007
Skills
Series 7, Bloomberg, Series 63, Fixed Income
Education
University of Florida 1999 — 2003
BS, Sports Management/Business Administration
Wells Fargo January 2013 - Present
Wells Fargo March 2007 - January 2013
Wachovia March 2007 - February 2011
Raymond James August 2003 - February 2007
Skills
Series 7, Bloomberg, Series 63, Fixed Income
Education
University of Florida 1999 — 2003
BS, Sports Management/Business Administration
David L. Van Geffen's Raymond James Experience June 1996 - Present
Job Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James June 1996 - Present
Edward Jones January 1993 - May 1996
David L. Van Geffen CPA January 1980 - May 1996
Skills
Strategic Financial..., Finance, Mutual Funds, Investments, Retirement Planning, Accounting, Retirement, CPA, Wealth Management, Financial Advisory, Financial Analysis, Financial Services, Financial Planners, Insurance, Securities, Series 7, Investment Advisory, Series 63
Education
University of Louisiana at Lafayette 1975 — 1978
Bachelor of Science (BS), Accounting
University of Louisiana at Lafayette 1975 — 1978
Bachelor's degree, Accounting and Finance
Raymond James June 1996 - Present
Edward Jones January 1993 - May 1996
David L. Van Geffen CPA January 1980 - May 1996
Skills
Strategic Financial..., Finance, Mutual Funds, Investments, Retirement Planning, Accounting, Retirement, CPA, Wealth Management, Financial Advisory, Financial Analysis, Financial Services, Financial Planners, Insurance, Securities, Series 7, Investment Advisory, Series 63
Education
University of Louisiana at Lafayette 1975 — 1978
Bachelor of Science (BS), Accounting
University of Louisiana at Lafayette 1975 — 1978
Bachelor's degree, Accounting and Finance
Dave Hilgendorf's Raymond James Experience January 2000 - Present
Job Senior Vice President/Investments, Branch Manager
Industry Financial Services
Experience
Raymond James January 2000 - Present
Roney and Company LLC June 1990 - December 1999
Skills
Wealth Management, Strategic Financial..., Investments, Securities, Finance, Financial Advisory, Estate Planning, Financial Risk, Tax, Series 7, Retirement Planning, Mutual Funds, Portfolio Management, Series 63, Investment Advisory, Asset Allocation
Education
University of Michigan
Bachelor's degree, Busniess Marketing
University of Pennsylvania - The Wharton School
Sercurities Industry Insititute
Raymond James January 2000 - Present
Roney and Company LLC June 1990 - December 1999
Skills
Wealth Management, Strategic Financial..., Investments, Securities, Finance, Financial Advisory, Estate Planning, Financial Risk, Tax, Series 7, Retirement Planning, Mutual Funds, Portfolio Management, Series 63, Investment Advisory, Asset Allocation
Education
University of Michigan
Bachelor's degree, Busniess Marketing
University of Pennsylvania - The Wharton School
Sercurities Industry Insititute
Jennifer Mullahey's Raymond James Experience April 2006 - May 2015
Job Consultant
Industry Financial Services
Experience
Centric Consulting May 2015 - Present
Raymond James April 2006 - May 2015
Skills
Business Analysis, Investments, Process Improvement, Requirements Gathering, Visio, Business Requirements, Analysis, SharePoint, Data Analysis, Business Process Mapping, Access, User Acceptance Testing, Requirements Analysis, Business Process, Business Process..., Project Management, Microsoft Office
Education
University of South Florida - College of Business Administration 2006 — 2008
MBA, Marketing Strategy and Management
Villanova University 2012 — 2012
Master Certificate, Applied Project Management
University of Florida - Warrington College of Business Administration 2002 — 2005
BSBA, Marketing
Centric Consulting May 2015 - Present
Raymond James April 2006 - May 2015
Skills
Business Analysis, Investments, Process Improvement, Requirements Gathering, Visio, Business Requirements, Analysis, SharePoint, Data Analysis, Business Process Mapping, Access, User Acceptance Testing, Requirements Analysis, Business Process, Business Process..., Project Management, Microsoft Office
Education
University of South Florida - College of Business Administration 2006 — 2008
MBA, Marketing Strategy and Management
Villanova University 2012 — 2012
Master Certificate, Applied Project Management
University of Florida - Warrington College of Business Administration 2002 — 2005
BSBA, Marketing
Lisa L. Stella, CFP®'s Raymond James Experience 2009 - Present
Job Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James 2009 - Present
Merrill Lynch 1986 - 2008
Skills
Wealth Management, Portfolio Management, Investments, Finance, Securities, Financial Advisory, Insurance, Retirement Planning, Risk Management, Project Planning, Estate Planning, Series 7
Education
University of Michigan
BA, Communication Studies and Economics
Raymond James 2009 - Present
Merrill Lynch 1986 - 2008
Skills
Wealth Management, Portfolio Management, Investments, Finance, Securities, Financial Advisory, Insurance, Retirement Planning, Risk Management, Project Planning, Estate Planning, Series 7
Education
University of Michigan
BA, Communication Studies and Economics
Angela Mather's Raymond James Experience January 2007 - July 2009
Job Financial Consultant, CFP®
Industry Financial Services
Experience
Fidelity Investments September 2009 - Present
Raymond James January 2007 - July 2009
Skills
Series 7, Insurance, Series 63, Series 65, Mutual Funds, Retirement Planning, Wealth Management, Investment Strategies, Personal Financial..., 401k, Investments, Asset Allocation, Financial Planning, Retirement, Financial Services, Asset Management, Portfolio Management
Education
University of St. Thomas 2010 — 2011
CFP
University of Minnesota Duluth 2004 — 2007
BA, Economics
Fidelity Investments September 2009 - Present
Raymond James January 2007 - July 2009
Skills
Series 7, Insurance, Series 63, Series 65, Mutual Funds, Retirement Planning, Wealth Management, Investment Strategies, Personal Financial..., 401k, Investments, Asset Allocation, Financial Planning, Retirement, Financial Services, Asset Management, Portfolio Management
Education
University of St. Thomas 2010 — 2011
CFP
University of Minnesota Duluth 2004 — 2007
BA, Economics
Theresa Manteiga's Raymond James Experience August 2009 - Present
Job Senior Insights Manager
Industry Marketing and Advertising
Experience
Raymond James August 2009 - Present
Freshfields Bruckhaus Deringer 2007 - 2008
Cox & Kings, The Americas 2006 - 2007
HQ Global Workplaces 2005 - 2006
Department of Commerce 2005 - 2005
Skills
Leadership, Marketing Research, Analysis, Management, Data Analysis, Marketing Strategy, Statistical Data..., SQL, Process Improvement, Product Development, Survey Research, Customer Segmentation..., Focus Groups, Human Resources
Education
University of Florida - Warrington College of Business Administration 2008 — 2009
MBA, Marketing, Management
University of South Florida 2002 — 2006
Bachelor of Arts, Marketing, Spanish
Raymond James August 2009 - Present
Freshfields Bruckhaus Deringer 2007 - 2008
Cox & Kings, The Americas 2006 - 2007
HQ Global Workplaces 2005 - 2006
Department of Commerce 2005 - 2005
Skills
Leadership, Marketing Research, Analysis, Management, Data Analysis, Marketing Strategy, Statistical Data..., SQL, Process Improvement, Product Development, Survey Research, Customer Segmentation..., Focus Groups, Human Resources
Education
University of Florida - Warrington College of Business Administration 2008 — 2009
MBA, Marketing, Management
University of South Florida 2002 — 2006
Bachelor of Arts, Marketing, Spanish
Mark Furey's Raymond James Experience August 2005 - December 2014
Job Vice President, Underwriting at Prestige Affordable Housing Equity Partners
Industry Financial Services
Experience
Prestige Affordable Housing Equity Partners January 2015 - Present
Raymond James August 2005 - December 2014
Education
University of Florida 2009 — 2010
MBA
University of Florida 2001 — 2005
B.S., Finance
University of Florida 2001 — 2005
B.A., Economics
Prestige Affordable Housing Equity Partners January 2015 - Present
Raymond James August 2005 - December 2014
Education
University of Florida 2009 — 2010
MBA
University of Florida 2001 — 2005
B.S., Finance
University of Florida 2001 — 2005
B.A., Economics
Ed Marcin's Raymond James Experience September 2005 - Present
Job Director, Capital Funding at Raymond James Tax Credit Funds
Industry Investment Banking
Experience
Raymond James September 2005 - Present
Bankers Insurance 2000 - 2005
Education
University of South Florida 2006 — 2008
MBA, Finance
University of South Florida 2001 — 2005
MS, Finance
University of Florida 1995 — 1999
Computer Engineering
Raymond James September 2005 - Present
Bankers Insurance 2000 - 2005
Education
University of South Florida 2006 — 2008
MBA, Finance
University of South Florida 2001 — 2005
MS, Finance
University of Florida 1995 — 1999
Computer Engineering
George Matthew Weiffenbach's Raymond James Experience June 2008 - August 2008
Job Senior Business Operations Analyst at EMC
Industry Financial Services
Experience
EMC - Global Services Revenue Operations and Analysis November 2014 - Present
EMC- Global Revenue Reporting & Analysis (GRRA) August 2012 - Present
EMC - Enterprise Storage Division August 2011 - July 2012
RSA (The Security Division of EMC) July 2010 - July 2011
Federal Reserve Bank of Boston June 2009 - August 2009
Raymond James June 2008 - August 2008
Skills
Microsoft Excel, OBIEE, Essbase, SAP
Education
University of Massachusetts, Amherst 2006 — 2010
BA, Finance
EMC - Global Services Revenue Operations and Analysis November 2014 - Present
EMC- Global Revenue Reporting & Analysis (GRRA) August 2012 - Present
EMC - Enterprise Storage Division August 2011 - July 2012
RSA (The Security Division of EMC) July 2010 - July 2011
Federal Reserve Bank of Boston June 2009 - August 2009
Raymond James June 2008 - August 2008
Skills
Microsoft Excel, OBIEE, Essbase, SAP
Education
University of Massachusetts, Amherst 2006 — 2010
BA, Finance
Jessica Leverich's Raymond James Experience November 2012 - September 2014
Job Client Associate at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman September 2014 - Present
Raymond James November 2012 - September 2014
Carret Asset Management December 2008 - October 2012
Skills
Portfolio Management, Series 7, Asset Managment, Wealth Management, Investments, Investment Advisory, Financial Analysis, Separately Managed..., Performance Attribution, ETFs, Investment Management, Asset Allocation, Fixed Income, Mutual Funds, Asset Management, Securities
Education
University of Hartford 1998 — 2002
Bachelor's degree
WWPHS
Neuberger Berman September 2014 - Present
Raymond James November 2012 - September 2014
Carret Asset Management December 2008 - October 2012
Skills
Portfolio Management, Series 7, Asset Managment, Wealth Management, Investments, Investment Advisory, Financial Analysis, Separately Managed..., Performance Attribution, ETFs, Investment Management, Asset Allocation, Fixed Income, Mutual Funds, Asset Management, Securities
Education
University of Hartford 1998 — 2002
Bachelor's degree
WWPHS
Billy Wise's Raymond James Experience May 2008 - May 2012
Job Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC July 2015 - Present
Stifel, Nicolaus & Company, Incorporated May 2012 - June 2015
Raymond James May 2008 - May 2012
Bear Stearns May 2006 - June 2008
Skills
Series 7, Portfolio Management, Investments, Capital Markets, Bonds, Series 63, Fixed Income
Education
University of Mississippi 1976 — 1980
BBA, Insurance
Brean Capital, LLC July 2015 - Present
Stifel, Nicolaus & Company, Incorporated May 2012 - June 2015
Raymond James May 2008 - May 2012
Bear Stearns May 2006 - June 2008
Skills
Series 7, Portfolio Management, Investments, Capital Markets, Bonds, Series 63, Fixed Income
Education
University of Mississippi 1976 — 1980
BBA, Insurance
Natalie Chamoun's Raymond James Experience September 2009 - October 2013
Job Trust Portfolio Analyst at First Tennessee Bank
Industry Financial Services
Experience
First Tennessee Bank October 2013 - Present
Raymond James September 2009 - October 2013
Skills
Sales, Customer Service, Account Management, Marketing, Microsoft Office, Microsoft Excel, Social Media, Event Planning, Social Media Marketing, New Business Development, Marketing Strategy, Advertising, Strategic Planning, Sales Management, Public Relations, Event Management, Social Networking, Public Speaking
Education
University of Mississippi 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
First Tennessee Bank October 2013 - Present
Raymond James September 2009 - October 2013
Skills
Sales, Customer Service, Account Management, Marketing, Microsoft Office, Microsoft Excel, Social Media, Event Planning, Social Media Marketing, New Business Development, Marketing Strategy, Advertising, Strategic Planning, Sales Management, Public Relations, Event Management, Social Networking, Public Speaking
Education
University of Mississippi 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Tod Bierling's Raymond James Experience August 1998 - June 1999
Job Director of Training at Swisher
Industry Chemicals
Experience
Swisher November 2013 - Present
Swisher Hygiene February 2012 - November 2013
Swisher Hygiene July 2010 - February 2012
Swisher Hygiene March 2009 - July 2010
Swisher Hygiene June 1999 - March 2009
Raymond James August 1998 - June 1999
Skills
Sales Management, New Business Development, B2B, Sales Operations, Sales Process, Account Management, Contract Negotiation, Team Building, Negotiation, Income Statement, National Accounts, Sales, Customer Service, Sales Presentations, Training, Cross-functional Team..., Strategic Planning, Marketing Strategy, Direct Sales, Business Development, Strategy, Leadership, Coaching, Management, Operations Management, Pricing, Selling, Cold Calling, P&L Management, Key Account Development, Customer Retention, Forecasting, Key Account Management, Purchasing, Customer Satisfaction, Product Development, Market Planning, P&L, Communication, Training Management, Budgets, Inventory Management, Marketing, Business Planning, Team Leadership
Education
University of Florida - Warrington College Of Business 1996 — 1998
Bachelor of Science, Finance; Business Administration
Swisher November 2013 - Present
Swisher Hygiene February 2012 - November 2013
Swisher Hygiene July 2010 - February 2012
Swisher Hygiene March 2009 - July 2010
Swisher Hygiene June 1999 - March 2009
Raymond James August 1998 - June 1999
Skills
Sales Management, New Business Development, B2B, Sales Operations, Sales Process, Account Management, Contract Negotiation, Team Building, Negotiation, Income Statement, National Accounts, Sales, Customer Service, Sales Presentations, Training, Cross-functional Team..., Strategic Planning, Marketing Strategy, Direct Sales, Business Development, Strategy, Leadership, Coaching, Management, Operations Management, Pricing, Selling, Cold Calling, P&L Management, Key Account Development, Customer Retention, Forecasting, Key Account Management, Purchasing, Customer Satisfaction, Product Development, Market Planning, P&L, Communication, Training Management, Budgets, Inventory Management, Marketing, Business Planning, Team Leadership
Education
University of Florida - Warrington College Of Business 1996 — 1998
Bachelor of Science, Finance; Business Administration
Terri Crolic's Raymond James Experience November 2010 - Present
Job Account Manager at Raymond James
Industry Financial Services
Experience
Raymond James November 2010 - Present
Sunrise Sports & Entertainment June 2006 - February 2009
Sunrise Sports & Entertainment February 2005 - June 2006
Skills
Press Releases
Education
UNIVERSITY OF FLORIDA Hough Graduate School of Business 2009 — 2010
Master, Business Administration
University of Florida 2000 — 2004
Bachelor of Science, Business Administration Marketing
Raymond James November 2010 - Present
Sunrise Sports & Entertainment June 2006 - February 2009
Sunrise Sports & Entertainment February 2005 - June 2006
Skills
Press Releases
Education
UNIVERSITY OF FLORIDA Hough Graduate School of Business 2009 — 2010
Master, Business Administration
University of Florida 2000 — 2004
Bachelor of Science, Business Administration Marketing
Julie Weiner's Raymond James Experience August 2004 - Present
Job Software Engineer III at Raymond James
Industry Financial Services
Experience
Raymond James August 2004 - Present
Skills
Software Development, Agile Methodologies, Requirements Analysis, Microsoft SQL Server, Visual Studio
Education
University of Florida 1999 — 2003
BS, Computer and Information Sciences and Engineering
Sycamore High School 1995 — 1999
General
Raymond James August 2004 - Present
Skills
Software Development, Agile Methodologies, Requirements Analysis, Microsoft SQL Server, Visual Studio
Education
University of Florida 1999 — 2003
BS, Computer and Information Sciences and Engineering
Sycamore High School 1995 — 1999
General
Mark Schreiner, CFA's Raymond James Experience June 2008 - May 2009
Job Vice President/Bond Trader at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc. June 2009 - Present
Raymond James June 2008 - May 2009
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Management and Strategy
University of Florida 2004 — 2008
Bachelor's, Master's, Finance
Raymond James & Associates, Inc. June 2009 - Present
Raymond James June 2008 - May 2009
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Management and Strategy
University of Florida 2004 — 2008
Bachelor's, Master's, Finance
Greg Facciobene's Raymond James Experience May 2013 - May 2014
Job Compliance Analyst 1 at Raymond James
Industry Financial Services
Experience
All Florida Paint Inc. June 2014 - Present
Raymond James May 2013 - May 2014
Skills
Equities
Education
University of Florida 2009 — 2013
Bachelor of Science (B.S.), Finance
All Florida Paint Inc. June 2014 - Present
Raymond James May 2013 - May 2014
Skills
Equities
Education
University of Florida 2009 — 2013
Bachelor of Science (B.S.), Finance
Jamie Kosharek's Raymond James Experience 2000 - 2010
Job
Industry Financial Services
Experience
Raymond James Financial Services, Inc. 2000 - Present
Raymond James 2000 - 2010
Skills
Series 63, Securities, Mutual Funds, Series 24, Retirement, Investment Advisory, Asset Allocation, Wealth Management, Recruiting, Series 7, Retirement Planning, Investments
Education
University of Florida
Bachelor of Science (BS), Business/Managerial Economics
University of South Florida
Master of Business Administration (MBA), Finance and Financial Management Services
Raymond James Financial Services, Inc. 2000 - Present
Raymond James 2000 - 2010
Skills
Series 63, Securities, Mutual Funds, Series 24, Retirement, Investment Advisory, Asset Allocation, Wealth Management, Recruiting, Series 7, Retirement Planning, Investments
Education
University of Florida
Bachelor of Science (BS), Business/Managerial Economics
University of South Florida
Master of Business Administration (MBA), Finance and Financial Management Services
S.J. Guzzo's Raymond James Experience February 2009 - April 2012
Job Ready to Help Build the Next Great Middle Market Fixed Income Franchise
Industry Financial Services
Experience
Wunderlich Securities August 2014 - August 2015
Stifel Financial Corp. April 2012 - August 2014
Raymond James February 2009 - April 2012
Morgan Keegan 2004 - 2009
Capital RE 1996 - 1999
Skills
Fixed Income, Capital Markets, Series 24, Series 53, Series 9/10, Series 7, Series 63, Portfolio Management, Bonds, Banking, Securities, Structured Products, Loans, Risk Management, Financial Analysis, Financial Modeling, Bloomberg, Alternative Investments, Hedge Funds, Asset Allocation, Investment Banking, Asset Managment, Investments, Valuation, FINRA, Derivatives, Equities, Mutual Funds, Asset Management
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance & Marketing
University of New Orleans 1983 — 1987
BS, Finance
Brother Martin High School
Wunderlich Securities August 2014 - August 2015
Stifel Financial Corp. April 2012 - August 2014
Raymond James February 2009 - April 2012
Morgan Keegan 2004 - 2009
Capital RE 1996 - 1999
Skills
Fixed Income, Capital Markets, Series 24, Series 53, Series 9/10, Series 7, Series 63, Portfolio Management, Bonds, Banking, Securities, Structured Products, Loans, Risk Management, Financial Analysis, Financial Modeling, Bloomberg, Alternative Investments, Hedge Funds, Asset Allocation, Investment Banking, Asset Managment, Investments, Valuation, FINRA, Derivatives, Equities, Mutual Funds, Asset Management
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance & Marketing
University of New Orleans 1983 — 1987
BS, Finance
Brother Martin High School
Jovahn Huertas's Raymond James Experience June 2010 - August 2011
Job Content Manager at Megan Licursi Marketing Communications
Industry Financial Services
Experience
Megan Licursi Marketing Communications November 2014 - Present
WellFlorida Council, Inc. May 2014 - December 2014
Gainesville Sun August 2013 - December 2013
The Independent Florida Alligator January 2012 - July 2013
Raymond James June 2010 - August 2011
Regal Entertainment Group May 2009 - May 2010
Skills
Public Relations, News Writing, Social Media..., Blogging, Online Research, Microsoft Office, Adobe Creative Suite, Data Management, Facebook, Twitter, YouTube
Education
University of Florida College of Journalism and Communications 2011 — 2014
Bachelor's Degree, Journalism, 3.76
Northeast High School 2007 — 2011
High School, Finance, General, 4.4
Megan Licursi Marketing Communications November 2014 - Present
WellFlorida Council, Inc. May 2014 - December 2014
Gainesville Sun August 2013 - December 2013
The Independent Florida Alligator January 2012 - July 2013
Raymond James June 2010 - August 2011
Regal Entertainment Group May 2009 - May 2010
Skills
Public Relations, News Writing, Social Media..., Blogging, Online Research, Microsoft Office, Adobe Creative Suite, Data Management, Facebook, Twitter, YouTube
Education
University of Florida College of Journalism and Communications 2011 — 2014
Bachelor's Degree, Journalism, 3.76
Northeast High School 2007 — 2011
High School, Finance, General, 4.4
Brian Vaccaro, CFA's Raymond James Experience September 2005 - December 2013
Job Research Analyst Restaurants Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. January 2014 - Present
Raymond James September 2005 - December 2013
Standard & Poor's Corporate Value Consulting August 2003 - September 2005
Skills
Investment Banking, Equities, Financial Modeling, Investments, Valuation, Financial Analysis, Capital Markets, Finance, Securities
Education
University of Florida 1999 — 2003
BS, Finance
Raymond James Financial Inc. January 2014 - Present
Raymond James September 2005 - December 2013
Standard & Poor's Corporate Value Consulting August 2003 - September 2005
Skills
Investment Banking, Equities, Financial Modeling, Investments, Valuation, Financial Analysis, Capital Markets, Finance, Securities
Education
University of Florida 1999 — 2003
BS, Finance
Brent Phillips's Raymond James Experience July 2014 - Present
Job Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James July 2014 - Present
Raymond James May 2013 - July 2014
Raymond James October 2010 - April 2013
Missouri State Employees Retirement Systems June 2009 - August 2009
Skills
Municipal Bonds, Interest Rate..., Credit Analysis, Public Finance, Capital Markets, PowerPoint, Microsoft Excel, Capital Project Planning, Mergers & Acquisitions, Strategic Planning, Corporate Advisory, Alternative Investments, Derivatives, Investment Banking
Education
University of Missouri
Crosby MBA, Finance
University of Missouri-Columbia, College of Business
Finance and Economics
Raymond James July 2014 - Present
Raymond James May 2013 - July 2014
Raymond James October 2010 - April 2013
Missouri State Employees Retirement Systems June 2009 - August 2009
Skills
Municipal Bonds, Interest Rate..., Credit Analysis, Public Finance, Capital Markets, PowerPoint, Microsoft Excel, Capital Project Planning, Mergers & Acquisitions, Strategic Planning, Corporate Advisory, Alternative Investments, Derivatives, Investment Banking
Education
University of Missouri
Crosby MBA, Finance
University of Missouri-Columbia, College of Business
Finance and Economics
Amanda Kelson's Raymond James Experience July 2005 - Present
Job Registered Client Service Associate II at Raymond James
Industry Financial Services
Experience
Raymond James July 2005 - Present
Education
University of Massachusetts at Lowell 1997 — 2001
Bachelor's Degree, Marketing & Management
Raymond James July 2005 - Present
Education
University of Massachusetts at Lowell 1997 — 2001
Bachelor's Degree, Marketing & Management
Deborah Sallee's Raymond James Experience August 2005 - January 2008
Job
Industry
Experience
DDS Consulting February 2008 - August 2014
Raymond James August 2005 - January 2008
Skills
Microsoft Office, Management, Research, PowerPoint, English, Publications, Customer Service, Microsoft Excel, Leadership, Microsoft Word, Outlook, Sales, Technical Writing, Adobe Acrobat, RoboHelp/RoboHTML, SharePoint
Education
University of Missouri-Columbia
Journalism (BJ), Magazine, 3.8
University of Missouri-Columbia
Bachelor of Arts, Russian Area Studies, 3.8
DDS Consulting February 2008 - August 2014
Raymond James August 2005 - January 2008
Skills
Microsoft Office, Management, Research, PowerPoint, English, Publications, Customer Service, Microsoft Excel, Leadership, Microsoft Word, Outlook, Sales, Technical Writing, Adobe Acrobat, RoboHelp/RoboHTML, SharePoint
Education
University of Missouri-Columbia
Journalism (BJ), Magazine, 3.8
University of Missouri-Columbia
Bachelor of Arts, Russian Area Studies, 3.8
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS