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
Janet A. Nichols Janet A. Nichols's Raymond James Experience 2008 - Present
Job Managing Director/Senior Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James 2008 - Present
Salomon Smith Barney January 1984 - June 2008
Skills
Investments, Start-ups, Business Planning, Series 7, Retirement, Financial Advisory, Personal Finance, Corporate Development, Strategic Financial..., Risk Management, Asset Managment, Financial Modeling, Securities, Corporate Finance, Retirement Planning, Finance, Strategic Planning, Strategy, Insurance, Loans, Stocks, Asset Allocation, Financial Services, Mergers & Acquisitions, Management Consulting, Portfolio Management, Mutual Funds, Equities, Financial Planners, Investment Advisory, Leadership, Entrepreneurship, Series 63, Business Strategy, Options, Financial Goals, Investment Management, Alternative Investments, Certified Financial..., Business Development, Venture Capital, Wealth Management..., Banking, Wealth Management, Small Business, Private Equity, Financial Analysis, Estate Planning, Management, New Business Development
Education
University of South Florida
Finance
Raymond James 2008 - Present
Salomon Smith Barney January 1984 - June 2008
Skills
Investments, Start-ups, Business Planning, Series 7, Retirement, Financial Advisory, Personal Finance, Corporate Development, Strategic Financial..., Risk Management, Asset Managment, Financial Modeling, Securities, Corporate Finance, Retirement Planning, Finance, Strategic Planning, Strategy, Insurance, Loans, Stocks, Asset Allocation, Financial Services, Mergers & Acquisitions, Management Consulting, Portfolio Management, Mutual Funds, Equities, Financial Planners, Investment Advisory, Leadership, Entrepreneurship, Series 63, Business Strategy, Options, Financial Goals, Investment Management, Alternative Investments, Certified Financial..., Business Development, Venture Capital, Wealth Management..., Banking, Wealth Management, Small Business, Private Equity, Financial Analysis, Estate Planning, Management, New Business Development
Education
University of South Florida
Finance
Shannon Bade Shannon Bade's Raymond James Experience June 2014 - August 2014
Job BBA of Finance and BBA of International Business
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Raymond James June 2014 - August 2014
Profits4Purpose April 2013 - August 2013
USD Athletics Department September 2011 - May 2013
USD Athletic Department August 2011 - December 2012
Red Robin February 2011 - August 2011
Bade Commercial Services January 2008 - January 2009
Skills
Marketing, Customer Service, Microsoft Office, Social Media, Social Networking, Facebook, Teamwork, Microsoft Excel, French, Sales, Access, Networking, Internet, PowerPoint, Strategic Planning, Team Building, Blogging, Writing, Microsoft Word, Public Relations, Internal Marketing
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (B.B.A.), Double Major: International Business and Finance
Florence University of the Arts 2013 — 2014
Finance and International Business
CEA Global Education Paris, France 2012 — 2012
Study Abroad, French
Raymond James Financial, Inc. August 2015 - Present
Raymond James June 2014 - August 2014
Profits4Purpose April 2013 - August 2013
USD Athletics Department September 2011 - May 2013
USD Athletic Department August 2011 - December 2012
Red Robin February 2011 - August 2011
Bade Commercial Services January 2008 - January 2009
Skills
Marketing, Customer Service, Microsoft Office, Social Media, Social Networking, Facebook, Teamwork, Microsoft Excel, French, Sales, Access, Networking, Internet, PowerPoint, Strategic Planning, Team Building, Blogging, Writing, Microsoft Word, Public Relations, Internal Marketing
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (B.B.A.), Double Major: International Business and Finance
Florence University of the Arts 2013 — 2014
Finance and International Business
CEA Global Education Paris, France 2012 — 2012
Study Abroad, French
Dan Amer, CFA's Raymond James Experience July 2007 - November 2011
Job Senior Investment Analyst at Kawa Capital Management
Industry Financial Services
Experience
Kawa Capital Management November 2011 - Present
Raymond James July 2007 - November 2011
Education
Wharton School, University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Economics; Concentrations in Finance and Real Estate, Graduated Cum Laude
Kawa Capital Management November 2011 - Present
Raymond James July 2007 - November 2011
Education
Wharton School, University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Economics; Concentrations in Finance and Real Estate, Graduated Cum Laude
Carol Currie Carol Currie's Raymond James Experience April 2015 - Present
Job Branch Operations Specialist I at Raymond James
Industry Writing and Editing
Experience
Raymond James April 2015 - Present
Timpano Italian Chophouse April 2011 - April 2015
Creative Loafing Tampa August 2013 - December 2013
Nordstrom August 2008 - June 2010
Skills
Creative Writing, Social Media, Blogging, Technical Writing, Customer Service, Retail, Writing, Editorial, Sales, Web Content, PowerPoint, Data Entry, HTML, CSS
Education
University of South Florida 2011 — 2013
Bachelor of Arts (BA), Professional Writing and New Media
Hillsborough Community College 2009 — 2011
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Raymond James April 2015 - Present
Timpano Italian Chophouse April 2011 - April 2015
Creative Loafing Tampa August 2013 - December 2013
Nordstrom August 2008 - June 2010
Skills
Creative Writing, Social Media, Blogging, Technical Writing, Customer Service, Retail, Writing, Editorial, Sales, Web Content, PowerPoint, Data Entry, HTML, CSS
Education
University of South Florida 2011 — 2013
Bachelor of Arts (BA), Professional Writing and New Media
Hillsborough Community College 2009 — 2011
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Jennifer Bryk's Raymond James Experience June 2008 - December 2009
Job Expertise in identifying core issues, recommending tactical and strategic solutions, and directing implementation.
Industry Information Technology and Services
Experience
WellCare Health Plans April 2015 - Present
WellCare October 2013 - April 2015
WellCare June 2013 - October 2013
WellCare March 2011 - June 2013
WellCare December 2009 - March 2012
Raymond James June 2008 - December 2009
Protiviti October 2004 - June 2008
Anchor Glass Container November 2002 - December 2003
Davel Communications Inc June 1998 - October 2002
Skills
Business Process..., Risk Assessment, People Management, Data Analysis, Logical Security, Process Flow, Management, Business Continuity, Process Improvement, Accounting, Governance, Enterprise Risk..., Information Technology, CISA, Project Planning, Vendor Management, Project Management, Internal Controls, Business Process..., Quality Assurance, COBIT, Information Security, Risk Management, Finance, Program Management, Disaster Recovery, COSO, Segregation of Duties, Business Process, Fraud, SDLC, Information Security..., PMP, IT Strategy, IT Management, Business Analysis, Consulting, Executive Management, Leadership, Analysis, Integration
Education
University of South Florida 2003 — 2004
MBA, Entrepreneurship, MIS, and Marketing
University of South Florida 1997 — 2002
BS/BA, Management & Finance
WellCare Health Plans April 2015 - Present
WellCare October 2013 - April 2015
WellCare June 2013 - October 2013
WellCare March 2011 - June 2013
WellCare December 2009 - March 2012
Raymond James June 2008 - December 2009
Protiviti October 2004 - June 2008
Anchor Glass Container November 2002 - December 2003
Davel Communications Inc June 1998 - October 2002
Skills
Business Process..., Risk Assessment, People Management, Data Analysis, Logical Security, Process Flow, Management, Business Continuity, Process Improvement, Accounting, Governance, Enterprise Risk..., Information Technology, CISA, Project Planning, Vendor Management, Project Management, Internal Controls, Business Process..., Quality Assurance, COBIT, Information Security, Risk Management, Finance, Program Management, Disaster Recovery, COSO, Segregation of Duties, Business Process, Fraud, SDLC, Information Security..., PMP, IT Strategy, IT Management, Business Analysis, Consulting, Executive Management, Leadership, Analysis, Integration
Education
University of South Florida 2003 — 2004
MBA, Entrepreneurship, MIS, and Marketing
University of South Florida 1997 — 2002
BS/BA, Management & Finance
Olivia Burd Olivia Burd's Raymond James Experience January 2014 - Present
Job Branch Marketing Assistant at Raymond James
Industry Public Relations and Communications
Experience
The Nashville Weekender February 2014 - Present
Raymond James January 2014 - Present
Language Affairs March 2013 - July 2013
Anchor Audio, Inc. June 2011 - October 2012
Outside the Lens January 2011 - June 2011
Urbane Imagery June 2009 - August 2009
Skills
Facebook, Press Releases, Marketing, Social Media, Blogging, SEM, Event Planning, Social Media Marketing, Email Marketing, Market Research, Public Relations, Trade Shows, Social Networking, Event Management, Newsletters, Journalism, SEO, Marketing Literature, Online Branding, Marketing Strategy, Online Advertising, Microsoft Office, InDesign, YouTube, Photoshop, Marketing Communications, Press Kits
Education
University of San Diego 2007 — 2011
Bachelor of Arts, Communication Studies
The Harpeth Hall School
High School Education
The Nashville Weekender February 2014 - Present
Raymond James January 2014 - Present
Language Affairs March 2013 - July 2013
Anchor Audio, Inc. June 2011 - October 2012
Outside the Lens January 2011 - June 2011
Urbane Imagery June 2009 - August 2009
Skills
Facebook, Press Releases, Marketing, Social Media, Blogging, SEM, Event Planning, Social Media Marketing, Email Marketing, Market Research, Public Relations, Trade Shows, Social Networking, Event Management, Newsletters, Journalism, SEO, Marketing Literature, Online Branding, Marketing Strategy, Online Advertising, Microsoft Office, InDesign, YouTube, Photoshop, Marketing Communications, Press Kits
Education
University of San Diego 2007 — 2011
Bachelor of Arts, Communication Studies
The Harpeth Hall School
High School Education
Jerry Kaplan's Raymond James Experience February 1996 - Present
Job Vice President Investments, Retirement Plan Consultant
Industry Financial Services
Experience
Raymond James February 1996 - Present
Shearson Lehman January 1986 - December 1995
Education
University of South Florida 1959 — 1963
BA English Literature
Raymond James February 1996 - Present
Shearson Lehman January 1986 - December 1995
Education
University of South Florida 1959 — 1963
BA English Literature
Maurice Marsh Maurice Marsh's Raymond James Experience August 2008 - Present
Job IT Leader at Raymond James
Industry Information Technology and Services
Experience
Raymond James August 2008 - Present
HSN February 2006 - August 2008
H. Lee Moffitt Cancer Center February 2004 - February 2006
HSBC 2000 - 2004
Imagine Software 1998 - 2000
Merrill Lynch 1986 - 1998
Skills
Healthcare Industry, Financial Services, Retail, Vendor Management, SDLC, Program Management, PMP, Management, Leadership, IT Strategy, Disaster Recovery, IT Management, ITIL, Information Technology, IT Operations, PMO, Business Process, System Deployment, Systems Analysis, Infrastructure, IT Service Management, Change Management, Project Management, Project Delivery, Data Center, Databases, Agile Methodologies
Education
University of South Florida 2011 — 2013
MBA, Specializations in Information Technology and Entrepreneurship
University of Phoenix 2008 — 2011
BSIT, Information Technology
Raymond James August 2008 - Present
HSN February 2006 - August 2008
H. Lee Moffitt Cancer Center February 2004 - February 2006
HSBC 2000 - 2004
Imagine Software 1998 - 2000
Merrill Lynch 1986 - 1998
Skills
Healthcare Industry, Financial Services, Retail, Vendor Management, SDLC, Program Management, PMP, Management, Leadership, IT Strategy, Disaster Recovery, IT Management, ITIL, Information Technology, IT Operations, PMO, Business Process, System Deployment, Systems Analysis, Infrastructure, IT Service Management, Change Management, Project Management, Project Delivery, Data Center, Databases, Agile Methodologies
Education
University of South Florida 2011 — 2013
MBA, Specializations in Information Technology and Entrepreneurship
University of Phoenix 2008 — 2011
BSIT, Information Technology
David Fanciullacci, AAMS®'s Raymond James Experience September 2013 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James September 2013 - Present
RockPort Global Advisors October 2012 - September 2013
RockPort Global Advisors October 2011 - October 2012
Anderson & Strudwick August 2010 - December 2011
Education
University of South Florida 2008 — 2012
Bachelor's degree, International Business- Economics Concentration
Raymond James September 2013 - Present
RockPort Global Advisors October 2012 - September 2013
RockPort Global Advisors October 2011 - October 2012
Anderson & Strudwick August 2010 - December 2011
Education
University of South Florida 2008 — 2012
Bachelor's degree, International Business- Economics Concentration
Heather Bond Heather Bond's Raymond James Experience August 2010 - Present
Job Client Service Associate
Industry Financial Services
Experience
Raymond James August 2010 - Present
Morgan Stanley November 2006 - May 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows, Research, Strategic Planning, Budgets, HTML, Microsoft Excel, Analysis, Strategic Financial...
Education
University of South Florida 2000 — 2005
Bachelor of Arts (B.A.), Psychology
Raymond James August 2010 - Present
Morgan Stanley November 2006 - May 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows, Research, Strategic Planning, Budgets, HTML, Microsoft Excel, Analysis, Strategic Financial...
Education
University of South Florida 2000 — 2005
Bachelor of Arts (B.A.), Psychology
Denise Madnick Denise Madnick's Raymond James Experience February 2014 - Present
Job Registered Sales Associate at Raymond James
Industry Financial Services
Experience
Raymond James February 2014 - Present
Skills
Investments, Insurance, Life Insurance, Trusts, Estate Planning, Investment Banking, Retail Banking, Commercial Banking, Retirement Planning, Private Banking, Loans, Consumer Lending, Securities Lending, Commercial Lending, Real Estate Lending, Equities, Options, Bonds, IRAs, SEP IRA, Simple IRA, 401k, 401k Rollovers, Marketing, Customer Relations, Personal Financial..., Series 7, Series 66, Florida Life, Notary Public, Uniform Combined State...
Education
University of North Florida - College of Business Administration 2000 — 2004
BA, Finance
Raymond James February 2014 - Present
Skills
Investments, Insurance, Life Insurance, Trusts, Estate Planning, Investment Banking, Retail Banking, Commercial Banking, Retirement Planning, Private Banking, Loans, Consumer Lending, Securities Lending, Commercial Lending, Real Estate Lending, Equities, Options, Bonds, IRAs, SEP IRA, Simple IRA, 401k, 401k Rollovers, Marketing, Customer Relations, Personal Financial..., Series 7, Series 66, Florida Life, Notary Public, Uniform Combined State...
Education
University of North Florida - College of Business Administration 2000 — 2004
BA, Finance
Barbara Scott's Raymond James Experience January 2008 - Present
Job Financial Advisor, Wealth Manangement Specialist at Raymond James
Industry Financial Services
Experience
Raymond James January 2008 - Present
Wachovia Bank August 1975 - December 2007
Skills
Retirement, Wealth Management, Retirement Planning, Series 7, Estate Planning, Financial Advisory, Securities, Finance, Financial Services, Wealth, Series 6, Investments, Fixed Annuities, Strategic Financial..., Series 63, Asset Allocation, Portfolio Management, Financial Planners
Education
University of South Florida 1972 — 1974
BA, Social Studies Educaion
Western Carolina University 1970 — 1972
Raymond James January 2008 - Present
Wachovia Bank August 1975 - December 2007
Skills
Retirement, Wealth Management, Retirement Planning, Series 7, Estate Planning, Financial Advisory, Securities, Finance, Financial Services, Wealth, Series 6, Investments, Fixed Annuities, Strategic Financial..., Series 63, Asset Allocation, Portfolio Management, Financial Planners
Education
University of South Florida 1972 — 1974
BA, Social Studies Educaion
Western Carolina University 1970 — 1972
Brian Waechter Brian Waechter's Raymond James Experience October 2005 - July 2007
Job Independent Real Estate Professional
Industry Real Estate
Experience
BWECK Properties, Inc. January 2007 - Present
Raymond James October 2005 - July 2007
Tampa Bay Rays April 2005 - September 2005
Tech Data January 2001 - March 2005
Skills
Real Estate, Investment Properties, Short Sales, Real Estate Transactions, Marketing, Investors, Contract Negotiation, Investments, First Time Home Buyers, Sellers, Negotiation, Property Management, Relocation, Selling, Residential Homes, Construction, Property, Foreclosures, Sales
Education
University of South Florida - College of Business Administration 1998 — 2001
Marketing and Business Management, Marketing/Marketing Management, General
BWECK Properties, Inc. January 2007 - Present
Raymond James October 2005 - July 2007
Tampa Bay Rays April 2005 - September 2005
Tech Data January 2001 - March 2005
Skills
Real Estate, Investment Properties, Short Sales, Real Estate Transactions, Marketing, Investors, Contract Negotiation, Investments, First Time Home Buyers, Sellers, Negotiation, Property Management, Relocation, Selling, Residential Homes, Construction, Property, Foreclosures, Sales
Education
University of South Florida - College of Business Administration 1998 — 2001
Marketing and Business Management, Marketing/Marketing Management, General
Cole S Chase, ChFC Cole S Chase, ChFC's Raymond James Experience March 2005 - Present
Job a Registered Investment Advisor Representative with Raymond James
Industry Financial Services
Experience
The Commerce Company May 2005 - Present
The Commerce Company March 2005 - Present
Raymond James March 2005 - Present
Planning Resources Corporation June 1994 - May 2005
Skills
Retirement Planning, 401k, Retirement, Investment Advisory, Series 63
Education
University of Oregon 1990 — 1994
Beaverton High School 1988 — 1990
The Commerce Company May 2005 - Present
The Commerce Company March 2005 - Present
Raymond James March 2005 - Present
Planning Resources Corporation June 1994 - May 2005
Skills
Retirement Planning, 401k, Retirement, Investment Advisory, Series 63
Education
University of Oregon 1990 — 1994
Beaverton High School 1988 — 1990
Jack G. Shammas, CPA Jack G. Shammas, CPA's Raymond James Experience November 2009 - October 2010
Job CPA at Cohen & Grieb, P.A.
Industry Accounting
Experience
Cohen & Grieb, P.A. December 2013 - Present
Lewis, Birch, & Ricardo LLC December 2012 - December 2013
PwC October 2010 - November 2012
Raymond James November 2009 - October 2010
Skills
Tax Accounting, Tax Preparation, CPA, Fixed Assets, QuickBooks, Bookkeeping, Microsoft Excel, Financial Accounting, Tax, Accounting, Partnership Taxation
Education
University of South Florida - College of Business Administration 2007 — 2010
Accounting Finance
Cohen & Grieb, P.A. December 2013 - Present
Lewis, Birch, & Ricardo LLC December 2012 - December 2013
PwC October 2010 - November 2012
Raymond James November 2009 - October 2010
Skills
Tax Accounting, Tax Preparation, CPA, Fixed Assets, QuickBooks, Bookkeeping, Microsoft Excel, Financial Accounting, Tax, Accounting, Partnership Taxation
Education
University of South Florida - College of Business Administration 2007 — 2010
Accounting Finance
Oksana Homza Oksana Homza's Raymond James Experience August 2007 - August 2008
Job ESE Teacher at HIllsborough County Public Schools
Industry International Affairs
Experience
HIllsborough County Public Schools August 2014 - Present
HIllsborough County Public Schools November 2013 - Present
Poolside Renovations Inc. March 2011 - Present
Raymond James August 2007 - August 2008
Self-owned September 1995 - September 2001
Skills
Microsoft Office, International Relations, Research, Writing, Russian, Notary Public in and..., Event Planning, Public Speaking, Administrative...
Education
Hillsborough Community College 2014 — 2014
Educator Preparation Institute, Education, 4.0
University of South Florida 2011 — 2013
Bachelor's Degree, International Studies, 3.75
Hillsborough Community College 2008 — 2011
Associate of Science (AS), Paralegal Studies, 3.96
Hillsborough Community College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, 3.96
HIllsborough County Public Schools August 2014 - Present
HIllsborough County Public Schools November 2013 - Present
Poolside Renovations Inc. March 2011 - Present
Raymond James August 2007 - August 2008
Self-owned September 1995 - September 2001
Skills
Microsoft Office, International Relations, Research, Writing, Russian, Notary Public in and..., Event Planning, Public Speaking, Administrative...
Education
Hillsborough Community College 2014 — 2014
Educator Preparation Institute, Education, 4.0
University of South Florida 2011 — 2013
Bachelor's Degree, International Studies, 3.75
Hillsborough Community College 2008 — 2011
Associate of Science (AS), Paralegal Studies, 3.96
Hillsborough Community College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, 3.96
Jamie Fargen's Raymond James Experience 2000 - 2004
Job at IBM
Industry Computer & Network Security
Experience
IBM March 2014 - Present
Artech Information Systems July 2013 - March 2014
Artech Information Systems May 2012 - July 2013
University of South Florida January 2007 - June 2012
USF November 2004 - August 2008
Raymond James 2000 - 2004
Time Customer Service 1994 - 1998
Time Customer Service 1994 - 1998
Skills
Unix, VMware, Linux, Red Hat Linux, Cluster, Cloud Computing, OpenStack, KVM, Distributed Systems, Storage Virtualization, ZFS, Windows, GlusterFS, Virtualization, Apache, Databases, Active Directory, Solaris, CentOS, Matlab, SAN, LDAP, VMware ESX, Bash, System Administration, Hardware, Operating Systems, Network Security, Microsoft Office, Cisco Technologies, Windows Server, Linux System..., TCP/IP, DHCP, High Availability, Linux KVM, NFS, xCAT, MySQL, Tomcat, High Performance..., Servers, Ubuntu, Samba, GPFS, QEMU, Systems Engineering, PostgreSQL, LVM, Red Hat Cluster Suite
Education
University of South Florida 1996 — 2007
Chamberlain 1993 — 1996
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.6
Tampa Baptist Academy
IBM March 2014 - Present
Artech Information Systems July 2013 - March 2014
Artech Information Systems May 2012 - July 2013
University of South Florida January 2007 - June 2012
USF November 2004 - August 2008
Raymond James 2000 - 2004
Time Customer Service 1994 - 1998
Time Customer Service 1994 - 1998
Skills
Unix, VMware, Linux, Red Hat Linux, Cluster, Cloud Computing, OpenStack, KVM, Distributed Systems, Storage Virtualization, ZFS, Windows, GlusterFS, Virtualization, Apache, Databases, Active Directory, Solaris, CentOS, Matlab, SAN, LDAP, VMware ESX, Bash, System Administration, Hardware, Operating Systems, Network Security, Microsoft Office, Cisco Technologies, Windows Server, Linux System..., TCP/IP, DHCP, High Availability, Linux KVM, NFS, xCAT, MySQL, Tomcat, High Performance..., Servers, Ubuntu, Samba, GPFS, QEMU, Systems Engineering, PostgreSQL, LVM, Red Hat Cluster Suite
Education
University of South Florida 1996 — 2007
Chamberlain 1993 — 1996
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.6
Tampa Baptist Academy
Luciano Cuneo Luciano Cuneo's Raymond James Experience February 2014 - Present
Job Financial Advisor, Investment Adviser Representative at Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James February 2014 - Present
ARCA Capital Investments November 2012 - January 2014
NorthStar Alternatives, LLC March 2009 - November 2012
Quantek Asset Management January 2005 - January 2009
Franco Asset Management LP January 2003 - December 2004
Smith Barney, Inc. October 1999 - December 2002
Skills
Capital Raising, Securities, Marketing, Series 63, Due Diligence
Education
University of North Texas 1979 — 1983
Bachelor in Business Administration, Finance
Christopher Columbus High School 1977 — 1978
High School Diploma
Colegio Santa Maria 1970 — 1977
High School Diploma
Raymond James February 2014 - Present
ARCA Capital Investments November 2012 - January 2014
NorthStar Alternatives, LLC March 2009 - November 2012
Quantek Asset Management January 2005 - January 2009
Franco Asset Management LP January 2003 - December 2004
Smith Barney, Inc. October 1999 - December 2002
Skills
Capital Raising, Securities, Marketing, Series 63, Due Diligence
Education
University of North Texas 1979 — 1983
Bachelor in Business Administration, Finance
Christopher Columbus High School 1977 — 1978
High School Diploma
Colegio Santa Maria 1970 — 1977
High School Diploma
PATRICE THOMAS's Raymond James Experience July 1999 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James July 1999 - Present
Skills
Financial Advisory, Retirement Planning, Insurance, Investments, Portfolio Management, Wealth Management, Securities, Finance, Financial Planning, Retirement
Education
University of Northern Iowa 1981 — 1984
Bachelor of Arts (B.A.), Geology/Earth Science, General
Raymond James July 1999 - Present
Skills
Financial Advisory, Retirement Planning, Insurance, Investments, Portfolio Management, Wealth Management, Securities, Finance, Financial Planning, Retirement
Education
University of Northern Iowa 1981 — 1984
Bachelor of Arts (B.A.), Geology/Earth Science, General
Francis Gonzalez-Sosa Francis Gonzalez-Sosa's Raymond James Experience May 2014 - August 2015
Job Senior Compliance Advisor
Industry Financial Services
Experience
Eagle Asset Management August 2015 - Present
Raymond James May 2014 - August 2015
T. Rowe Price June 2013 - May 2014
T. Rowe Price October 2012 - June 2013
T. Rowe Price February 2011 - October 2012
Coca-Cola Enterprises 2009 - 2011
Bear Stearns June 2007 - August 2007
Skills
Financial Analysis, Microsoft Office, Customer Service, Spanish, Accounts Payable, Recruiting, Microsoft Excel, Mutual Funds, Access, Excel, Customer Relations, Investment Products, AWD, Project Management, SAP, Xign, SAP SRM
Education
University of South Florida 2007 — 2011
Bachelor of Science, Finance
Eagle Asset Management August 2015 - Present
Raymond James May 2014 - August 2015
T. Rowe Price June 2013 - May 2014
T. Rowe Price October 2012 - June 2013
T. Rowe Price February 2011 - October 2012
Coca-Cola Enterprises 2009 - 2011
Bear Stearns June 2007 - August 2007
Skills
Financial Analysis, Microsoft Office, Customer Service, Spanish, Accounts Payable, Recruiting, Microsoft Excel, Mutual Funds, Access, Excel, Customer Relations, Investment Products, AWD, Project Management, SAP, Xign, SAP SRM
Education
University of South Florida 2007 — 2011
Bachelor of Science, Finance
Robert Collins's Raymond James Experience July 1986 - September 1991
Job Foundation President
Industry Philanthropy
Experience
National Christian Foundation April 2004 - Present
Grace Harbor Group (Grace Harbor Capital) September 2004 - Present
Christian Legacy Foundation April 2004 - April 2015
Goldman Sachs January 1997 - September 2002
Liberty Investment Management January 1995 - December 1996
Eagle Asset Management October 1991 - December 1994
Raymond James July 1986 - September 1991
Skills
Non-profits, Small Business, Strategic Planning, Event Planning, Public Speaking, Entrepreneur, Team Building, Estate Planning, Fundraising, Budget, Investments, Management Consulting, Marketing Strategy, Marketing, Public Relations, Coaching, Social Media Marketing, Social Media, Event Management, Strategic Financial..., Entrepreneurship, Nonprofits, Start-ups, Mergers & Acquisitions, Budgets, New Business Development, Philanthropy, Leadership Development, Contract Negotiation, Business Strategy, Leadership, Strategy, Business Planning, Portfolio Management, Finance, Management, Volunteer Management, Executive Management, Strategic Partnerships, Planned Giving, Board Development, Ninja Skills, Financial Planning
Education
University of Tampa 1992 — 1995
MBA
University of South Florida 1982 — 1986
BA
Virginia Episcopal School 1976 — 1980
HS
National Christian Foundation April 2004 - Present
Grace Harbor Group (Grace Harbor Capital) September 2004 - Present
Christian Legacy Foundation April 2004 - April 2015
Goldman Sachs January 1997 - September 2002
Liberty Investment Management January 1995 - December 1996
Eagle Asset Management October 1991 - December 1994
Raymond James July 1986 - September 1991
Skills
Non-profits, Small Business, Strategic Planning, Event Planning, Public Speaking, Entrepreneur, Team Building, Estate Planning, Fundraising, Budget, Investments, Management Consulting, Marketing Strategy, Marketing, Public Relations, Coaching, Social Media Marketing, Social Media, Event Management, Strategic Financial..., Entrepreneurship, Nonprofits, Start-ups, Mergers & Acquisitions, Budgets, New Business Development, Philanthropy, Leadership Development, Contract Negotiation, Business Strategy, Leadership, Strategy, Business Planning, Portfolio Management, Finance, Management, Volunteer Management, Executive Management, Strategic Partnerships, Planned Giving, Board Development, Ninja Skills, Financial Planning
Education
University of Tampa 1992 — 1995
MBA
University of South Florida 1982 — 1986
BA
Virginia Episcopal School 1976 — 1980
HS
Joe Fatal {LION} Joe Fatal {LION}'s Raymond James Experience 2008 - November 2008
Job Gen.Mgr at J&F Real Estate Services serving people
Industry Information Technology and Services
Experience
Overstock.com November 2014 - Present
Peres Housing Services January 2013 - Present
Real Estate Services 2013 - Present
Humana 2012 - November 2014
Syntel December 2011 - December 2012
ING U.S. May 2011 - July 2011
J.P. Morgan November 2010 - April 2011
HP November 2008 - August 2010
Raymond James 2008 - November 2008
Texas Medicaid & Healthcare Partnership - TMHP 2006 - 2008
Skills
Real Estate Financing, Data Warehousing, Foreclosures, Databases, ETL, Real Estate Investment..., Business Analysis, SQL, SDLC, Program Management, Real Estate, Data Migration, Real Estate Transactions, Residential Investment..., Project Management, Data Warehouse..., Requirements Gathering, Data Mining, SQL database design, Data integrity, Microsoft SQL Server, MS Office Suite, Training & Development, Electronic Trading, SQL tuning, VLDB, Healthcare IT, IT Governance, Presentation skills, Solution Architect, Staff mentoring, Organizational..., Critical Path Scheduling, Matrix Management, Microsoft Office, Business Intelligence, Data Modeling, Integration, Healthcare Information..., Visio, Database Design, Oracle, SharePoint, SOA, Performance Tuning, T-SQL, Enterprise Architecture, Quality Assurance, Homeowners, Software Documentation
Education
Western Governors University 2010 — 2016
BS, Computer Science – Databases
University of Phoenix 2007 — 2009
Assoc., Computer Science – Databases
Brainbench 2008 — 2008
Certifications, PROFESSIONAL DEVELOPMENT
FlipAdvantage-Louisville
FlipAdvantage-Louisville
FlipAdvantage-Louisville
Overstock.com November 2014 - Present
Peres Housing Services January 2013 - Present
Real Estate Services 2013 - Present
Humana 2012 - November 2014
Syntel December 2011 - December 2012
ING U.S. May 2011 - July 2011
J.P. Morgan November 2010 - April 2011
HP November 2008 - August 2010
Raymond James 2008 - November 2008
Texas Medicaid & Healthcare Partnership - TMHP 2006 - 2008
Skills
Real Estate Financing, Data Warehousing, Foreclosures, Databases, ETL, Real Estate Investment..., Business Analysis, SQL, SDLC, Program Management, Real Estate, Data Migration, Real Estate Transactions, Residential Investment..., Project Management, Data Warehouse..., Requirements Gathering, Data Mining, SQL database design, Data integrity, Microsoft SQL Server, MS Office Suite, Training & Development, Electronic Trading, SQL tuning, VLDB, Healthcare IT, IT Governance, Presentation skills, Solution Architect, Staff mentoring, Organizational..., Critical Path Scheduling, Matrix Management, Microsoft Office, Business Intelligence, Data Modeling, Integration, Healthcare Information..., Visio, Database Design, Oracle, SharePoint, SOA, Performance Tuning, T-SQL, Enterprise Architecture, Quality Assurance, Homeowners, Software Documentation
Education
Western Governors University 2010 — 2016
BS, Computer Science – Databases
University of Phoenix 2007 — 2009
Assoc., Computer Science – Databases
Brainbench 2008 — 2008
Certifications, PROFESSIONAL DEVELOPMENT
FlipAdvantage-Louisville
FlipAdvantage-Louisville
FlipAdvantage-Louisville
Scott Van Winkle Scott Van Winkle's Raymond James Experience June 1996 - December 1998
Job Managing Director at Canaccord Genuity
Industry Investment Banking
Experience
Canaccord Genuity (formerly Canaccord Adams) January 2006 - Present
Adams Harkness February 1999 - January 2006
Raymond James June 1996 - December 1998
Education
University of South Florida 1989 — 1996
BS, Business
Canaccord Genuity (formerly Canaccord Adams) January 2006 - Present
Adams Harkness February 1999 - January 2006
Raymond James June 1996 - December 1998
Education
University of South Florida 1989 — 1996
BS, Business
Ramon Eusebio Ramon Eusebio's Raymond James Experience July 2010 - June 2012
Job Retirement Service Specialist at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase October 2012 - Present
Raymond James July 2010 - June 2012
Coca Cola Enterprise May 2000 - May 2009
United States Air Force March 1996 - February 2000
Skills
Marketing, Sports Marketing, Customer Service, Analysis, Microsoft Word, Training, Microsoft Office, Leadership, Microsoft Excel
Education
University of South Florida 2008 — 2010
Bachelor of Arts, Marketing
Hillsborough Community College
Associate in Arts, Business Administration
JPMorgan Chase October 2012 - Present
Raymond James July 2010 - June 2012
Coca Cola Enterprise May 2000 - May 2009
United States Air Force March 1996 - February 2000
Skills
Marketing, Sports Marketing, Customer Service, Analysis, Microsoft Word, Training, Microsoft Office, Leadership, Microsoft Excel
Education
University of South Florida 2008 — 2010
Bachelor of Arts, Marketing
Hillsborough Community College
Associate in Arts, Business Administration
Nobel Gulati Nobel Gulati's Raymond James Experience 1989 - 1993
Job Chief Executive Officer at Two Sigma Advisers, LLC
Industry Financial Services
Experience
Two Sigma Advisers, LLC January 2011 - Present
Two Sigma Investments June 2007 - Present
Citi 1999 - 2007
ABN AMRO 1997 - 1999
Nat West 1996 - 1997
ASK Raymond James 1994 - 1996
Raymond James 1989 - 1993
Skills
Hedge Funds, Equities, Capital Markets, Alternative Investments, Trading Systems, Investment Banking, Derivatives, Investments, Portfolio Management, Financial Modeling, Electronic Trading, Series 7, Asset Managment, Equity Research
Education
University of Pennsylvania - The Wharton School 1991 — 1993
B.S.E., Finance, Management
Two Sigma Advisers, LLC January 2011 - Present
Two Sigma Investments June 2007 - Present
Citi 1999 - 2007
ABN AMRO 1997 - 1999
Nat West 1996 - 1997
ASK Raymond James 1994 - 1996
Raymond James 1989 - 1993
Skills
Hedge Funds, Equities, Capital Markets, Alternative Investments, Trading Systems, Investment Banking, Derivatives, Investments, Portfolio Management, Financial Modeling, Electronic Trading, Series 7, Asset Managment, Equity Research
Education
University of Pennsylvania - The Wharton School 1991 — 1993
B.S.E., Finance, Management
Sean Ekiert Sean Ekiert's Raymond James Experience May 2013 - Present
Job Managing Director Public Finance at Raymond James
Industry Investment Banking
Experience
Raymond James May 2013 - Present
BB&T Capital Markets January 2005 - May 2013
Davenport & Company LLC April 1998 - January 2005
Skills
Financial Analysis, Capital Markets, Public Finance, Investment Banking, Financial Modeling, Investments, Fixed Income, Bonds, Series 7, Securities
Education
University of Richmond - Robins School of Business 1993 — 1997
Bachelor of Science (B.S.), Business Administration
Raymond James May 2013 - Present
BB&T Capital Markets January 2005 - May 2013
Davenport & Company LLC April 1998 - January 2005
Skills
Financial Analysis, Capital Markets, Public Finance, Investment Banking, Financial Modeling, Investments, Fixed Income, Bonds, Series 7, Securities
Education
University of Richmond - Robins School of Business 1993 — 1997
Bachelor of Science (B.S.), Business Administration
John Bright, CFA John Bright, CFA's Raymond James Experience 1998 - 2002
Job Senior Portfolio Manager Disciplined Equities at Great Lakes Advisors
Industry Financial Services
Experience
Great Lakes Advisors October 2013 - Present
Advanced Investment Partners, LLC January 2002 - Present
State Street 2002 - 2009
Raymond James 1998 - 2002
Skills
Equities, Portfolio Management, Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Asset Allocation, Investment Management, Investments, Mutual Funds
Education
University of South Florida 1997 — 2001
BA, Finance
Great Lakes Advisors October 2013 - Present
Advanced Investment Partners, LLC January 2002 - Present
State Street 2002 - 2009
Raymond James 1998 - 2002
Skills
Equities, Portfolio Management, Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Asset Allocation, Investment Management, Investments, Mutual Funds
Education
University of South Florida 1997 — 2001
BA, Finance
Margaret Roset's Raymond James Experience October 2007 - Present
Job VicePresident, Investments at Raymond James
Industry Financial Services
Experience
Raymond James October 2007 - Present
KPMG January 1995 - October 1998
Education
University of South Florida 1989 — 1990
MACC, Accounting and Tax
University of South Carolina-Columbia 1984 — 1988
BS, Business Administration
Raymond James October 2007 - Present
KPMG January 1995 - October 1998
Education
University of South Florida 1989 — 1990
MACC, Accounting and Tax
University of South Carolina-Columbia 1984 — 1988
BS, Business Administration
Bill Counsman Bill Counsman's Raymond James Experience December 1995 - October 2006
Job Regional Director at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC June 1991 - Present
Raymond James December 1995 - October 2006
Skills
Series 7
Education
Bachelors
Bachelor of Science, Business Administration
University of South Florida
Bachelor of Science, Business Administration
Raymond James Financial Services Inc., Member FINRA/SIPC June 1991 - Present
Raymond James December 1995 - October 2006
Skills
Series 7
Education
Bachelors
Bachelor of Science, Business Administration
University of South Florida
Bachelor of Science, Business Administration
Jaclyn Conlin Jaclyn Conlin's Raymond James Experience December 2005 - August 2006
Job Audit Lead at QBE the Americas
Industry Information Technology and Services
Experience
QBE the Americas May 2011 - Present
WTS Paradigm June 2010 - May 2011
Baker Tilly August 2006 - June 2010
Raymond James December 2005 - August 2006
Skills
Insurance, Business Analysis, Software Project..., Business Process..., Project Management, Risk Management, SDLC, Visio, Internal Controls, Sarbanes-Oxley Act, Quality Assurance, Software Documentation, Auditing, Change Management, Management Consulting, Requirements Analysis, Analysis, Process Improvement, Business Process
Education
University of South Florida 2002 — 2006
Bachelors of Science, Management Information Systems
QBE the Americas May 2011 - Present
WTS Paradigm June 2010 - May 2011
Baker Tilly August 2006 - June 2010
Raymond James December 2005 - August 2006
Skills
Insurance, Business Analysis, Software Project..., Business Process..., Project Management, Risk Management, SDLC, Visio, Internal Controls, Sarbanes-Oxley Act, Quality Assurance, Software Documentation, Auditing, Change Management, Management Consulting, Requirements Analysis, Analysis, Process Improvement, Business Process
Education
University of South Florida 2002 — 2006
Bachelors of Science, Management Information Systems
Carissa Gehring, at ADP-CSSR, PHR, CDR, PRISM Carissa Gehring, at ADP-CSSR, PHR, CDR, PRISM's Raymond James Experience March 2007 - July 2010
Job (LION) Senior Sales Recruiter seeking sales rockstars for our industry giant, ADP!
Industry Human Resources
Experience
ADP November 2013 - Present
ADP November 2012 - October 2013
Cbeyond August 2012 - November 2012
Cbeyond December 2010 - August 2012
Raymond James March 2007 - July 2010
Raymond James & Associates, Inc April 2005 - March 2007
Skills
Full-cycle Recruiting, Talent Assessment, Talent Acquisition, Vendor Management, Candidate Selection, Candidate Assessment, Talent Management, Recruitment/Retention, Sourcing, Interviewing, Hiring, College Recruiting, Performance Management, Process Improvement, Employee Relations, HR Policies, Negotiation, HR Consulting, Job Analysis, Technical Recruiting, Applicant Tracking..., Employee Engagement, Workforce Planning, Coaching, HRIS, Compensation, PeopleSoft, Onboarding, Data Validation, Employment Law, Immigration Law, Data Analysis, Statistical Reporting, Telecommunications, kenexa, wonderlic, BrainBench, Assessment Development, Business Process..., Social Networking, Contract Negotiation, Recruiting, Strategic Planning, VoIP, Web Applications, Data Warehousing, Data Center, Disaster Recovery, Network Security, Interviews
Education
University of South Florida 2000 — 2004
B.A., Psychology
cooper city high school 1997 — 2000
Diploma
ADP November 2013 - Present
ADP November 2012 - October 2013
Cbeyond August 2012 - November 2012
Cbeyond December 2010 - August 2012
Raymond James March 2007 - July 2010
Raymond James & Associates, Inc April 2005 - March 2007
Skills
Full-cycle Recruiting, Talent Assessment, Talent Acquisition, Vendor Management, Candidate Selection, Candidate Assessment, Talent Management, Recruitment/Retention, Sourcing, Interviewing, Hiring, College Recruiting, Performance Management, Process Improvement, Employee Relations, HR Policies, Negotiation, HR Consulting, Job Analysis, Technical Recruiting, Applicant Tracking..., Employee Engagement, Workforce Planning, Coaching, HRIS, Compensation, PeopleSoft, Onboarding, Data Validation, Employment Law, Immigration Law, Data Analysis, Statistical Reporting, Telecommunications, kenexa, wonderlic, BrainBench, Assessment Development, Business Process..., Social Networking, Contract Negotiation, Recruiting, Strategic Planning, VoIP, Web Applications, Data Warehousing, Data Center, Disaster Recovery, Network Security, Interviews
Education
University of South Florida 2000 — 2004
B.A., Psychology
cooper city high school 1997 — 2000
Diploma
Jessica Colon Jessica Colon's Raymond James Experience September 2007 - July 2014
Job Yummme.com
Industry Food & Beverages
Experience
Yumm-me.com March 2012 - Present
Raymond James September 2007 - July 2014
Skills
Food Service, Food & Beverage, Food, Food Industry, Entertainment, Social Media, Social Networking, Web Services, Cooking, Recipes, Health, Casual Dining, Fine Dining, Visitor Experience, Mobile Applications, Mobile Advertising, Advertising, Online Advertising, Eating, Customer Service, Customer Satisfaction, Customer Insight, Customer Experience, Customer Engagement, Customer Support, Financial Services
Education
University of South Florida 2007 — 2011
Finance, General
Yumm-me.com March 2012 - Present
Raymond James September 2007 - July 2014
Skills
Food Service, Food & Beverage, Food, Food Industry, Entertainment, Social Media, Social Networking, Web Services, Cooking, Recipes, Health, Casual Dining, Fine Dining, Visitor Experience, Mobile Applications, Mobile Advertising, Advertising, Online Advertising, Eating, Customer Service, Customer Satisfaction, Customer Insight, Customer Experience, Customer Engagement, Customer Support, Financial Services
Education
University of South Florida 2007 — 2011
Finance, General
Ellis Green, CIMA®, AIF®'s Raymond James Experience April 1994 - Present
Job Senior Vice President Investments, Managing Director at Raymond James
Industry Financial Services
Experience
Raymond James April 1994 - Present
Skills
Wealth Management..., High Net Worth..., Asset Protection, Financial Advisory, Investment Management, Financial Planning, Retirement Plan..., Investment Fiduciary..., 401k Consulting, Retirement Planning, Tax-advantaged..., Trust Planning, Corporate & Executive..., Equity Based..., 10b5-1 Plans, Concentrated Equity, Stock Options Analysis, Risk Management, Tax Planning Strategies, Wealth Preservation..., Estate Planning, Legacy Planning, Multi-generational..., Charitable Gift Planning, Retirement Income..., Portfolio Management, Asset Management, Retirement Cash Flow..., Social Security Planning, Asset Allocation, Bond Portfolio Analysis, Insurance Planning, IRA Rollovers, Equities, 401k & 403b Rollovers &..., Asset Allocation &..., Investment Advisory, Investment Strategies, Long-term Care Insurance, College Savings Plans, Securities
Education
Accredited Investment Fiduciary ®
Certified Investment Management Analyst ®
University of Pennsylvania - The Wharton School 1990 — 1990
Investment Management Analyst Program
Vanderbilt University 1976 — 1980
BS, Economics & Business Administration
Raymond James April 1994 - Present
Skills
Wealth Management..., High Net Worth..., Asset Protection, Financial Advisory, Investment Management, Financial Planning, Retirement Plan..., Investment Fiduciary..., 401k Consulting, Retirement Planning, Tax-advantaged..., Trust Planning, Corporate & Executive..., Equity Based..., 10b5-1 Plans, Concentrated Equity, Stock Options Analysis, Risk Management, Tax Planning Strategies, Wealth Preservation..., Estate Planning, Legacy Planning, Multi-generational..., Charitable Gift Planning, Retirement Income..., Portfolio Management, Asset Management, Retirement Cash Flow..., Social Security Planning, Asset Allocation, Bond Portfolio Analysis, Insurance Planning, IRA Rollovers, Equities, 401k & 403b Rollovers &..., Asset Allocation &..., Investment Advisory, Investment Strategies, Long-term Care Insurance, College Savings Plans, Securities
Education
Accredited Investment Fiduciary ®
Certified Investment Management Analyst ®
University of Pennsylvania - The Wharton School 1990 — 1990
Investment Management Analyst Program
Vanderbilt University 1976 — 1980
BS, Economics & Business Administration
Salit Nagy-Todd Salit Nagy-Todd's Raymond James Experience July 2013 - Present
Job Vice President at Raymond James
Industry Financial Services
Experience
Raymond James July 2013 - Present
Raymond James April 2006 - June 2013
Raymond James 2004 - 2006
Skills
Securities, Leadership, Series 7, Strategic Planning, Change Management, Mutual Funds, Project Management, Organizational..., Investments, Strategy, Financial Services, Management, Customer Service, Risk Management, Portfolio Management, Process Improvement, Start-ups, Analysis, Wealth Management, Banking
Education
University of South Florida 1992 — 1999
BA, Political Science
Raymond James July 2013 - Present
Raymond James April 2006 - June 2013
Raymond James 2004 - 2006
Skills
Securities, Leadership, Series 7, Strategic Planning, Change Management, Mutual Funds, Project Management, Organizational..., Investments, Strategy, Financial Services, Management, Customer Service, Risk Management, Portfolio Management, Process Improvement, Start-ups, Analysis, Wealth Management, Banking
Education
University of South Florida 1992 — 1999
BA, Political Science
Timothy Morath Timothy Morath's Raymond James Experience July 2010 - July 2012
Job Business Solutions Database Engineer II at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Services July 2010 - Present
Raymond James July 2010 - July 2012
Albertsons Distribution Center October 1996 - March 2010
Albertsons, Inc. March 1996 - October 2000
National Insurance Services, Inc. May 1989 - October 1995
Skills
Access, Visio, SQL, Database Administration, Inventory Management, VBA, Programming, C#, Java, Business Analysis, Microsoft Office, Analysis, Visual Basic, Databases, HTML, Microsoft SQL Server, Professional writing, Communication Skills, Professional Writing, Time Management, Management, Visual Studio, Leadership, T-SQL, Database Admin, Process Improvement
Education
University of South Florida 2006 — 2010
Bachelor of Science, Management Information Systems
Hillsborough Community College 1989 — 1997
Associate in Arts, Engineering
Raymond James Financial Services July 2010 - Present
Raymond James July 2010 - July 2012
Albertsons Distribution Center October 1996 - March 2010
Albertsons, Inc. March 1996 - October 2000
National Insurance Services, Inc. May 1989 - October 1995
Skills
Access, Visio, SQL, Database Administration, Inventory Management, VBA, Programming, C#, Java, Business Analysis, Microsoft Office, Analysis, Visual Basic, Databases, HTML, Microsoft SQL Server, Professional writing, Communication Skills, Professional Writing, Time Management, Management, Visual Studio, Leadership, T-SQL, Database Admin, Process Improvement
Education
University of South Florida 2006 — 2010
Bachelor of Science, Management Information Systems
Hillsborough Community College 1989 — 1997
Associate in Arts, Engineering
Joe Estes's Raymond James Experience February 2005 - Present
Job Managing Director, CoHead of Technology Services Investment Banking
Industry Investment Banking
Experience
Raymond James February 2005 - Present
JPMorgan January 1999 - January 2005
Citigroup June 1985 - January 1999
Skills
Private Equity, Investment Banking, Finance, Investments, Venture Capital
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Vanderbilt University 1977 — 1981
BS, Economics, Business
Raymond James February 2005 - Present
JPMorgan January 1999 - January 2005
Citigroup June 1985 - January 1999
Skills
Private Equity, Investment Banking, Finance, Investments, Venture Capital
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Vanderbilt University 1977 — 1981
BS, Economics, Business
Ed Ryder's Raymond James Experience 1988 - 1990
Job Real estate investments
Industry Real Estate
Experience
Pearlmark Real Estate Partners 1998 - Present
Merrill Lynch 1997 - 1998
Kemper securities / EVEREN 1992 - 1997
Raymond James 1988 - 1990
Skills
Disposition, Asset Managment, Due Diligence, Real Estate, Investments, Real Estate Economics, Real Estate Private..., Portfolio Management, CMBS, Acquisitions, Real Estate Development, Valuation, Real Estate Financing, Real Estate Transactions, Brokerage
Education
The University of Chicago 1990 — 1992
MBA, Finance
University of South Florida 1981 — 1986
BA, Finance
University of South Florida
Pearlmark Real Estate Partners 1998 - Present
Merrill Lynch 1997 - 1998
Kemper securities / EVEREN 1992 - 1997
Raymond James 1988 - 1990
Skills
Disposition, Asset Managment, Due Diligence, Real Estate, Investments, Real Estate Economics, Real Estate Private..., Portfolio Management, CMBS, Acquisitions, Real Estate Development, Valuation, Real Estate Financing, Real Estate Transactions, Brokerage
Education
The University of Chicago 1990 — 1992
MBA, Finance
University of South Florida 1981 — 1986
BA, Finance
University of South Florida
Arthur Garcia Arthur Garcia's Raymond James Experience June 2010 - June 2012
Job Manager at Sogeti
Industry Financial Services
Experience
Sogeti December 2014 - Present
Sogeti October 2013 - Present
Suncoast Solutions June 2013 - October 2013
MTS Medication Technologies . June 2012 - June 2013
Raymond James June 2010 - June 2012
Catalina Marketing, Inc. November 2004 - June 2010
Manatron January 2002 - October 2004
Related Consulting, Inc. January 1995 - December 2000
Skills
ASP.NET, VB.NET, WCF, WPF, C#, Visual Studio, Visual Basic, .NET, SDLC, LINQ, mvvm, Infragistics, Software Development, Requirements Analysis, JavaScript, Visio, SQL, T-SQL, MVVM, XML, Web Services, Microsoft SQL Server, Databases, SOA, Crystal Reports, ASP, IIS, Oracle, Database Design, VBScript, Windows, Web Applications, Software Project..., Scrum, jQuery, Subversion, ASP.NET MVC, Agile Project Management, Java, AJAX, Testing, Programming, Agile Methodologies, SSIS, Design Patterns, SharePoint, SSRS, Software Design, UML, Weblogic
Education
University of South Florida - College of Business Administration 1980 — 1985
Management, Management
Sogeti December 2014 - Present
Sogeti October 2013 - Present
Suncoast Solutions June 2013 - October 2013
MTS Medication Technologies . June 2012 - June 2013
Raymond James June 2010 - June 2012
Catalina Marketing, Inc. November 2004 - June 2010
Manatron January 2002 - October 2004
Related Consulting, Inc. January 1995 - December 2000
Skills
ASP.NET, VB.NET, WCF, WPF, C#, Visual Studio, Visual Basic, .NET, SDLC, LINQ, mvvm, Infragistics, Software Development, Requirements Analysis, JavaScript, Visio, SQL, T-SQL, MVVM, XML, Web Services, Microsoft SQL Server, Databases, SOA, Crystal Reports, ASP, IIS, Oracle, Database Design, VBScript, Windows, Web Applications, Software Project..., Scrum, jQuery, Subversion, ASP.NET MVC, Agile Project Management, Java, AJAX, Testing, Programming, Agile Methodologies, SSIS, Design Patterns, SharePoint, SSRS, Software Design, UML, Weblogic
Education
University of South Florida - College of Business Administration 1980 — 1985
Management, Management
Scott D. Linington, WMS, CFP®'s Raymond James Experience April 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Raymond James April 2008 - Present
Ameriprise Financial Services, Inc. October 2005 - March 2008
Education
University of South Florida
Bachelor's Degree, Finance & Accounting
Raymond James April 2008 - Present
Ameriprise Financial Services, Inc. October 2005 - March 2008
Education
University of South Florida
Bachelor's Degree, Finance & Accounting
Ryan McKenzie Ryan McKenzie's Raymond James Experience 2003 - 2004
Job Senior Manager at True Partners Consulting
Industry Accounting
Experience
True Partners Consulting October 2006 - Present
Scottrade, Inc. March 2004 - October 2006
Raymond James 2003 - 2004
AAA Auto Club South 2001 - 2002
Skills
Accounting, Tax, FAS 123R, Income Tax, Corporate Tax, Tax Advisory, International Tax, CPA, Tax Credits, FIN 48, Tax Accounting, State Tax, FAS 5, Partnership Taxation, Tax Returns, Tax Research
Education
University of South Florida 2004 — 2006
B.S., Accounting, Magna Cum Laude
University of South Florida 2002 — 2003
B.S., Finance, Magna Cum Laude
True Partners Consulting October 2006 - Present
Scottrade, Inc. March 2004 - October 2006
Raymond James 2003 - 2004
AAA Auto Club South 2001 - 2002
Skills
Accounting, Tax, FAS 123R, Income Tax, Corporate Tax, Tax Advisory, International Tax, CPA, Tax Credits, FIN 48, Tax Accounting, State Tax, FAS 5, Partnership Taxation, Tax Returns, Tax Research
Education
University of South Florida 2004 — 2006
B.S., Accounting, Magna Cum Laude
University of South Florida 2002 — 2003
B.S., Finance, Magna Cum Laude
Eric Tucker Eric Tucker's Raymond James Experience July 1996 - September 2003
Job Contractor at FedEx Ground
Industry Transportation/Trucking/Railroad
Experience
FedEx Ground August 2015 - Present
LPL Financial September 2003 - August 2015
Raymond James July 1996 - September 2003
Skills
Asset Managment, Series 7, Retirement Planning, Wealth Management, Series 63, Estate Planning, Mutual Funds, Retirement, Securities, Strategic Financial..., Investments, Fixed Annuities, 401k, IRAs, 401k Rollovers, FINRA, Investment Advisory, Series 24, Series 65, Income Protection, Investment Advisory..., Stocks, Tax Free Income, Income Planning, Tax Free Bonds, Options Strategies, Variable Annuities, Variable Life
Education
University of South Florida 1993 — 1995
BS, MIS
University of South Florida 1993 — 1995
Bachelor of Science (BS), Management Information Systems, General
FedEx Ground August 2015 - Present
LPL Financial September 2003 - August 2015
Raymond James July 1996 - September 2003
Skills
Asset Managment, Series 7, Retirement Planning, Wealth Management, Series 63, Estate Planning, Mutual Funds, Retirement, Securities, Strategic Financial..., Investments, Fixed Annuities, 401k, IRAs, 401k Rollovers, FINRA, Investment Advisory, Series 24, Series 65, Income Protection, Investment Advisory..., Stocks, Tax Free Income, Income Planning, Tax Free Bonds, Options Strategies, Variable Annuities, Variable Life
Education
University of South Florida 1993 — 1995
BS, MIS
University of South Florida 1993 — 1995
Bachelor of Science (BS), Management Information Systems, General
Erica Raines's Raymond James Experience September 2007 - January 2009
Job Social Media Specialist at HSN
Industry Retail
Experience
HSN July 2011 - Present
Raymond James September 2007 - January 2009
Skills
Graphic Design, Visual Communication, Mac, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Logo Design, Posters, Social Media, Facebook, Pinterest, Customer Service, Sales, Merchandising, Microsoft Word, Microsoft Excel, Microsoft Office, Online Community..., Marketing Communications, Advertising, Public Relations, Social Media Marketing, Marketing
Education
University of South Florida 2008 — 2011
Graphic Design
HSN July 2011 - Present
Raymond James September 2007 - January 2009
Skills
Graphic Design, Visual Communication, Mac, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Logo Design, Posters, Social Media, Facebook, Pinterest, Customer Service, Sales, Merchandising, Microsoft Word, Microsoft Excel, Microsoft Office, Online Community..., Marketing Communications, Advertising, Public Relations, Social Media Marketing, Marketing
Education
University of South Florida 2008 — 2011
Graphic Design
Kosta Mattis Kosta Mattis's Raymond James Experience February 2014 - Present
Job Registered Service Associate at Raymond James
Industry Financial Services
Experience
Raymond James February 2014 - Present
Skills
Financial Planning, Financial Analysis, Financial Modeling, Mutual Funds, Portfolio Management, Securities, Investment Advisory, Investment Management, Asset Allocation, Financial Services, Investment Strategies
Education
University of South Florida 2002 — 2004
Bachelor’s Degree, Business Administration and Management with a minor in Economics
Raymond James February 2014 - Present
Skills
Financial Planning, Financial Analysis, Financial Modeling, Mutual Funds, Portfolio Management, Securities, Investment Advisory, Investment Management, Asset Allocation, Financial Services, Investment Strategies
Education
University of South Florida 2002 — 2004
Bachelor’s Degree, Business Administration and Management with a minor in Economics
Alexis Bennett's Raymond James Experience January 2015 - Present
Job Sales Associate I at Raymond James
Industry Financial Services
Experience
Raymond James January 2015 - Present
Raymond James May 2013 - Present
Longhorn Steakhouse May 2011 - May 2013
Tequesta Terrace Assisted Living May 2010 - August 2010
Skills
Time Management, Event Planning, Teamwork, People Skills, Customer Service, Organizational..., Leadership, Management, PowerPoint, Microsoft Office, People-oriented, Telephone Skills, Customer Satisfaction, Social Media, Phone Etiquette, Critical Thinking, Research, Facebook, Microsoft Word, Microsoft Excel, Social Networking, Marketing, Communication, Public Speaking, Event Management, Fundraising, Restaurants, Recruiting, Social Media Marketing, Friendly Personality, Lunch & Learns, Outlook, Hospitality, Inventory Management, Public Relations, Sales, Finance, Apple Numbers, Positivity
Education
University of North Florida 2009 — 2013
Bachelor of Science (B.S.), Psychology, Graduated
Raymond James January 2015 - Present
Raymond James May 2013 - Present
Longhorn Steakhouse May 2011 - May 2013
Tequesta Terrace Assisted Living May 2010 - August 2010
Skills
Time Management, Event Planning, Teamwork, People Skills, Customer Service, Organizational..., Leadership, Management, PowerPoint, Microsoft Office, People-oriented, Telephone Skills, Customer Satisfaction, Social Media, Phone Etiquette, Critical Thinking, Research, Facebook, Microsoft Word, Microsoft Excel, Social Networking, Marketing, Communication, Public Speaking, Event Management, Fundraising, Restaurants, Recruiting, Social Media Marketing, Friendly Personality, Lunch & Learns, Outlook, Hospitality, Inventory Management, Public Relations, Sales, Finance, Apple Numbers, Positivity
Education
University of North Florida 2009 — 2013
Bachelor of Science (B.S.), Psychology, Graduated
Elizabeth Howell, CFA Elizabeth Howell, CFA's Raymond James Experience June 2012 - December 2013
Job Equity Analyst at Systematic Financial Management
Industry Capital Markets
Experience
Systematic Financial Management December 2013 - Present
Raymond James June 2012 - December 2013
Raymond James July 2010 - June 2012
Raymond James February 2008 - July 2010
Harvard University's World Teach - China August 2006 - July 2007
Boyer & Associates May 2006 - August 2006
The Independence Foundation May 2003 - August 2005
The Children's Hospital of Philadelphia May 2004 - August 2004
Skills
Valuation, Financial Modeling, Financial Analysis, Equity Research, Start-ups, Equities, Finance
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (BA), Markets and Finance: Health Care
Episcopal Academy
Systematic Financial Management December 2013 - Present
Raymond James June 2012 - December 2013
Raymond James July 2010 - June 2012
Raymond James February 2008 - July 2010
Harvard University's World Teach - China August 2006 - July 2007
Boyer & Associates May 2006 - August 2006
The Independence Foundation May 2003 - August 2005
The Children's Hospital of Philadelphia May 2004 - August 2004
Skills
Valuation, Financial Modeling, Financial Analysis, Equity Research, Start-ups, Equities, Finance
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (BA), Markets and Finance: Health Care
Episcopal Academy
George Koutsioukis George Koutsioukis's Raymond James Experience June 2005 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James June 2005 - Present
UBS Financial Services December 1999 - June 2005
Education
University of South Carolina-Columbia 1986 — 1989
Bachelor of Science (B.S.), Accounting
Wofford College 1985 — 1986
Accounting
Raymond James June 2005 - Present
UBS Financial Services December 1999 - June 2005
Education
University of South Carolina-Columbia 1986 — 1989
Bachelor of Science (B.S.), Accounting
Wofford College 1985 — 1986
Accounting
Rick Gianvito's Raymond James Experience September 1994 - January 2014
Job Business Continuity Manager
Industry Information Technology and Services
Experience
Amazon February 2014 - Present
Raymond James September 1994 - January 2014
Skills
Risk Management, Investments, Software Development, Project Management, Business Process..., Requirements Analysis, Disaster Recovery, Leadership, Vendor Management, Strategic Planning, Active Directory, Financial Services, Enterprise Architecture, Asset Managment, Requirements Gathering, Securities, Asset Management, Business Analysis, SQL, Strategic Financial..., Business Continuity, SDLC, Series 7, Financial Analysis, Troubleshooting, Retirement Planning, Visio, Microsoft SQL Server, SharePoint, Business Continuity..., Portfolio Management, Process Improvement, IT Management, SSIS, IT Strategy, Integration, Systems Analysis, Uniform Combined State..., Asset Allocation, Business Process, HP NonStop, ITIL, Information Technology, PMP, Security, Series 63, Access, MS Project, SSRS, Software Documentation
Education
University of South Florida - College of Business Administration
MBA
Amazon February 2014 - Present
Raymond James September 1994 - January 2014
Skills
Risk Management, Investments, Software Development, Project Management, Business Process..., Requirements Analysis, Disaster Recovery, Leadership, Vendor Management, Strategic Planning, Active Directory, Financial Services, Enterprise Architecture, Asset Managment, Requirements Gathering, Securities, Asset Management, Business Analysis, SQL, Strategic Financial..., Business Continuity, SDLC, Series 7, Financial Analysis, Troubleshooting, Retirement Planning, Visio, Microsoft SQL Server, SharePoint, Business Continuity..., Portfolio Management, Process Improvement, IT Management, SSIS, IT Strategy, Integration, Systems Analysis, Uniform Combined State..., Asset Allocation, Business Process, HP NonStop, ITIL, Information Technology, PMP, Security, Series 63, Access, MS Project, SSRS, Software Documentation
Education
University of South Florida - College of Business Administration
MBA
Kyle French Kyle French's Raymond James Experience September 2001 - September 2003
Job Owner, FLB Capital Management, LLC & FLB Consulting Services, LLC
Industry Investment Management
Experience
FLB Consulting Services, LLC January 2013 - Present
FLB Capital Management, LLC February 2008 - Present
Worth Financial Group October 2003 - December 2007
Raymond James September 2001 - September 2003
LPL Finacial Services November 1996 - September 2001
Skills
Asset Protection, Investment Advisory, Estate Planning
Education
University of North Texas 1985 — 1990
BS, Computer Information Systems & Accounting
Mesquite HS
FLB Consulting Services, LLC January 2013 - Present
FLB Capital Management, LLC February 2008 - Present
Worth Financial Group October 2003 - December 2007
Raymond James September 2001 - September 2003
LPL Finacial Services November 1996 - September 2001
Skills
Asset Protection, Investment Advisory, Estate Planning
Education
University of North Texas 1985 — 1990
BS, Computer Information Systems & Accounting
Mesquite HS
Sal Fierro Sal Fierro's Raymond James Experience March 2010 - September 2012
Job Supplier Management Analyst at Press Ganey Associates
Industry Information Technology and Services
Experience
Press Ganey Associates September 2012 - Present
Raymond James March 2010 - September 2012
SMITH & NEPHEW, INC May 2009 - October 2009
SMITH & NEPHEW, INC. December 2007 - May 2009
SMITH & NEPHEW, INC September 2007 - December 2007
SMITH & NEPHEW, INC. August 2005 - September 2007
FAMILY PHYSICIANS OF TAMPA BAY January 2003 - August 2005
Education
University of South Florida
Bachelor of Arts, Information Systems Management
Press Ganey Associates September 2012 - Present
Raymond James March 2010 - September 2012
SMITH & NEPHEW, INC May 2009 - October 2009
SMITH & NEPHEW, INC. December 2007 - May 2009
SMITH & NEPHEW, INC September 2007 - December 2007
SMITH & NEPHEW, INC. August 2005 - September 2007
FAMILY PHYSICIANS OF TAMPA BAY January 2003 - August 2005
Education
University of South Florida
Bachelor of Arts, Information Systems Management
Dave Genette Dave Genette's Raymond James Experience March 2007 - July 2012
Job Director of Support Services at Quicken Loans
Industry Financial Services
Experience
Quicken Loans November 2013 - Present
Quicken Loans July 2012 - Present
Raymond James March 2007 - July 2012
LandAmerica Financial Group July 2006 - February 2007
Comerica Bank 1999 - 2006
Skills
Disaster Recovery, Visio, ITIL, Process Engineering, Desktop Support, Vendor Management, Active Directory, IT Management, Security, Operations Management, Technical Support, Servers, Troubleshooting, Process Improvement, IT Operations
Education
University of Michigan-Dearborn 2012 — 2015
Master's degree, Information Systems & Technology
University of Phoenix 2007 — 2011
Bachelor of Science (BS), Information Technology / Information Systems Security
Quicken Loans November 2013 - Present
Quicken Loans July 2012 - Present
Raymond James March 2007 - July 2012
LandAmerica Financial Group July 2006 - February 2007
Comerica Bank 1999 - 2006
Skills
Disaster Recovery, Visio, ITIL, Process Engineering, Desktop Support, Vendor Management, Active Directory, IT Management, Security, Operations Management, Technical Support, Servers, Troubleshooting, Process Improvement, IT Operations
Education
University of Michigan-Dearborn 2012 — 2015
Master's degree, Information Systems & Technology
University of Phoenix 2007 — 2011
Bachelor of Science (BS), Information Technology / Information Systems Security
Wendy Phillips Levi Wendy Phillips Levi's Raymond James Experience February 2006 - Present
Job Client Service Associate at Raymond James
Industry Financial Services
Experience
Raymond James February 2006 - Present
Westin Poinsett 2000 - 2005
Education
University of South Carolina Upstate 1987 — 1992
BS, Sec Ed/History
Riverside High School 1983 — 1987
Raymond James February 2006 - Present
Westin Poinsett 2000 - 2005
Education
University of South Carolina Upstate 1987 — 1992
BS, Sec Ed/History
Riverside High School 1983 — 1987
Scott Warnock's Raymond James Experience November 2014 - Present
Job Senior Vice President, Corporate & Executive Services at Raymond James
Industry Financial Services
Experience
Raymond James November 2014 - Present
Raymond James January 2011 - Present
Raymond James December 2004 - December 2010
Raymond James February 2001 - December 2004
Raymond James June 1999 - February 2001
Education
University of Notre Dame 1995 — 1999
University of Notre Dame - Mendoza College of Business 1995 — 1999
BBA, Finance & Business Economics
Raymond James November 2014 - Present
Raymond James January 2011 - Present
Raymond James December 2004 - December 2010
Raymond James February 2001 - December 2004
Raymond James June 1999 - February 2001
Education
University of Notre Dame 1995 — 1999
University of Notre Dame - Mendoza College of Business 1995 — 1999
BBA, Finance & Business Economics
Jackie Ramirez - PHR, SHRM-CP Jackie Ramirez - PHR, SHRM-CP's Raymond James Experience July 2003 - October 2013
Job Executive Recruiter at Citi
Industry Financial Services
Experience
Citi September 2015 - Present
Citi October 2013 - September 2015
Raymond James July 2003 - October 2013
CGI 2000 - 2003
Skills
Performance Management, Employee Relations, HRIS, Talent Management, Talent Acquisition, Deferred Compensation, Onboarding, Succession Planning, Employee Benefits, PeopleSoft, Workforce Planning, HR Policies, Recruiting, Employee Engagement, Human Resources, Benefits Administration, Organizational..., Change Management, HR Consulting, Leadership Development, Strategy, New Hire Orientations, Applicant Tracking..., Leadership, FMLA, College Recruiting, Job Descriptions, Personnel Management, Management, Compensation & Benefit, Organizational Design, Interviews, Job Analysis, Career Development, Organizational..., Employer Branding, Temporary Placement, Technical Recruiting, Performance Appraisal, Employment Law, Job Evaluation, Employee Training, Hiring, SPHR, Salary, Internet Recruiting, Benefits Negotiation, Sourcing, Payroll, Executive Search
Education
University of South Florida
Human Resources Management Program
University of Technology Sydney
Citi September 2015 - Present
Citi October 2013 - September 2015
Raymond James July 2003 - October 2013
CGI 2000 - 2003
Skills
Performance Management, Employee Relations, HRIS, Talent Management, Talent Acquisition, Deferred Compensation, Onboarding, Succession Planning, Employee Benefits, PeopleSoft, Workforce Planning, HR Policies, Recruiting, Employee Engagement, Human Resources, Benefits Administration, Organizational..., Change Management, HR Consulting, Leadership Development, Strategy, New Hire Orientations, Applicant Tracking..., Leadership, FMLA, College Recruiting, Job Descriptions, Personnel Management, Management, Compensation & Benefit, Organizational Design, Interviews, Job Analysis, Career Development, Organizational..., Employer Branding, Temporary Placement, Technical Recruiting, Performance Appraisal, Employment Law, Job Evaluation, Employee Training, Hiring, SPHR, Salary, Internet Recruiting, Benefits Negotiation, Sourcing, Payroll, Executive Search
Education
University of South Florida
Human Resources Management Program
University of Technology Sydney
Anna Gaeta Anna Gaeta's Raymond James Experience July 2014 - Present
Job Registered Sales Associate at Raymond James
Industry Financial Services
Experience
Raymond James July 2014 - Present
Raymond James 2012 - July 2014
University of South Florida May 2011 - May 2012
Education
University of South Florida 2010 — 2013
Bachelor of Science (B.S.), Accounting
Raymond James July 2014 - Present
Raymond James 2012 - July 2014
University of South Florida May 2011 - May 2012
Education
University of South Florida 2010 — 2013
Bachelor of Science (B.S.), Accounting
Dianne Ewing Dianne Ewing's Raymond James Experience January 2014 - Present
Job Branch Operations Manager at Raymond James
Industry Financial Services
Experience
Raymond James January 2014 - Present
Raymond James May 2000 - January 2014
Raymond James November 1998 - May 2000
Regions Bank August 1996 - November 1998
Education
University of South Alabama
Bachelor of Science, Business Administration
Raymond James January 2014 - Present
Raymond James May 2000 - January 2014
Raymond James November 1998 - May 2000
Regions Bank August 1996 - November 1998
Education
University of South Alabama
Bachelor of Science, Business Administration
Natalie Sidor's Raymond James Experience December 2001 - June 2005
Job Public Finance
Industry Financial Services
Experience
Raymond James Financial November 2009 - Present
The Sembler Company June 2007 - November 2009
Woolbright Development May 2006 - August 2006
Raymond James December 2001 - June 2005
Wachovia Securities June 2000 - December 2001
Skills
Asset Management, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investment Banking, Investments, Portfolio Management, Public Finance, Series 7, Underwriting, Valuation
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Real Estate
University of Tampa 1996 — 2000
Bachelors, Finance, Economics
Raymond James Financial November 2009 - Present
The Sembler Company June 2007 - November 2009
Woolbright Development May 2006 - August 2006
Raymond James December 2001 - June 2005
Wachovia Securities June 2000 - December 2001
Skills
Asset Management, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investment Banking, Investments, Portfolio Management, Public Finance, Series 7, Underwriting, Valuation
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Real Estate
University of Tampa 1996 — 2000
Bachelors, Finance, Economics
Toni S. Matthews, CPA's Raymond James Experience May 1997 - Present
Job Vice President CFO at Raymond James Tax Credit Funds, Inc
Industry Accounting
Experience
Raymond James May 1997 - Present
Raymond James May 2004 - June 2009
Raymond James Tax Credit Funds May 2004 - December 2005
W.H. Simon & Co., CPAs May 2002 - May 2004
Raymond James Financial August 1998 - May 2002
Raymond James & Associates May 1997 - August 1998
Skills
Accounting, Auditing, Finance, Due Diligence, Financial Reporting
Education
University of South Florida
Bachelor of Science, Accounting/CPA
Raymond James May 1997 - Present
Raymond James May 2004 - June 2009
Raymond James Tax Credit Funds May 2004 - December 2005
W.H. Simon & Co., CPAs May 2002 - May 2004
Raymond James Financial August 1998 - May 2002
Raymond James & Associates May 1997 - August 1998
Skills
Accounting, Auditing, Finance, Due Diligence, Financial Reporting
Education
University of South Florida
Bachelor of Science, Accounting/CPA
Robert (Bob) Patrick's Raymond James Experience July 2005 - March 2015
Job Financial Services Industry Expert
Industry Financial Services
Experience
Raymond James July 2005 - March 2015
Bank of America January 1997 - January 2005
Fidelity Investments January 1992 - January 1997
Skills
Practice Management, Branch Management, Wealth Management, Sales, Investment Advisory, Investments, Training, Securities, Client Acquisition, Advisory Process, Series 7, Mutual Funds, Financial Services, Series 63, FINRA, Retirement Planning, Strategic Financial..., Portfolio Management, Relationship Management
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Securities Industry Institute, Financial Planning and Services
University of Wisconsin-Milwaukee 1981 — 1983
Economics
Raymond James July 2005 - March 2015
Bank of America January 1997 - January 2005
Fidelity Investments January 1992 - January 1997
Skills
Practice Management, Branch Management, Wealth Management, Sales, Investment Advisory, Investments, Training, Securities, Client Acquisition, Advisory Process, Series 7, Mutual Funds, Financial Services, Series 63, FINRA, Retirement Planning, Strategic Financial..., Portfolio Management, Relationship Management
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Securities Industry Institute, Financial Planning and Services
University of Wisconsin-Milwaukee 1981 — 1983
Economics
David Steger's Raymond James Experience August 2003 - Present
Job Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James August 2003 - Present
Skills
Investment planning,...
Education
University of Richmond
Raymond James August 2003 - Present
Skills
Investment planning,...
Education
University of Richmond
John Hsu, CFA's Raymond James Experience February 2014 - Present
Job Senior Equity Research Associate at Raymond James
Industry Financial Services
Experience
Raymond James February 2014 - Present
Cerulli Associates October 2008 - January 2014
Guardian Investor Services LLC October 2003 - October 2008
Wachovia Securities May 2003 - September 2003
Morgan Stanley June 2002 - September 2002
Skills
Alternative Investments, Mutual Funds, Investments, Investment Strategies, Asset Management, Private Equity, Equities, Hedge Funds, Investment Management, Asset Allocation, Asset Managment, Bloomberg, Financial Markets, Retirement, Portfolio Management, Financial Advisory, Series 63, 401k, Analysis, Fixed Income, Derivatives, Securities, Financial Modeling, Microsoft Excel, Institutional..., Chartered Financial..., Separately Managed..., Pension Funds, Yoga, Fitness Training, Weight Training, Valuation Modeling, Equity Research, Valuation
Education
University of Rochester 1999 — 2003
Bachelor of Arts, Economics, with Chinese minor
Raymond James February 2014 - Present
Cerulli Associates October 2008 - January 2014
Guardian Investor Services LLC October 2003 - October 2008
Wachovia Securities May 2003 - September 2003
Morgan Stanley June 2002 - September 2002
Skills
Alternative Investments, Mutual Funds, Investments, Investment Strategies, Asset Management, Private Equity, Equities, Hedge Funds, Investment Management, Asset Allocation, Asset Managment, Bloomberg, Financial Markets, Retirement, Portfolio Management, Financial Advisory, Series 63, 401k, Analysis, Fixed Income, Derivatives, Securities, Financial Modeling, Microsoft Excel, Institutional..., Chartered Financial..., Separately Managed..., Pension Funds, Yoga, Fitness Training, Weight Training, Valuation Modeling, Equity Research, Valuation
Education
University of Rochester 1999 — 2003
Bachelor of Arts, Economics, with Chinese minor
Janeen Whoolery's Raymond James Experience June 2005 - Present
Job AVP, Transfer Agent Services, Raymond James
Industry Financial Services
Experience
Raymond James June 2005 - Present
Heritage Asset Management January 2000 - June 2005
Skills
Mutual Funds, Transfer Agency, Access, Securities, Series 7, Asset Management, ETFs, Series 6, Bloomberg, Series 63, Equities, Investments, Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Wealth Management, Investment Management, Investment Advisory, Series 24, Portfolio Management, Financial Services, Fixed Income, FINRA, Uniform Combined State..., Interviewing Skills, Retirement, Retirement Planning, Series 65, 401k, Separately Managed..., Strategic Financial..., Financial Markets
Education
University of South Florida 2000 — 2004
B S, Management
Raymond James June 2005 - Present
Heritage Asset Management January 2000 - June 2005
Skills
Mutual Funds, Transfer Agency, Access, Securities, Series 7, Asset Management, ETFs, Series 6, Bloomberg, Series 63, Equities, Investments, Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Wealth Management, Investment Management, Investment Advisory, Series 24, Portfolio Management, Financial Services, Fixed Income, FINRA, Uniform Combined State..., Interviewing Skills, Retirement, Retirement Planning, Series 65, 401k, Separately Managed..., Strategic Financial..., Financial Markets
Education
University of South Florida 2000 — 2004
B S, Management
David Di Filippo's Raymond James Experience April 2012 - Present
Job Certified Financial Planner™ , Managing Director, Investments at Raymond James
Industry Financial Services
Experience
Raymond James April 2012 - Present
Raymond James April 1989 - Present
Morgan Keegan August 1995 - April 2012
Skills
Strategic Financial..., Wealth Management, Options Strategies, Bonds, Retirement Plan..., Employee Stock Options, Stock Picking
Education
University of Richmond - Robins School of Business 1977 — 1981
BS/BA, Finance
Raymond James April 2012 - Present
Raymond James April 1989 - Present
Morgan Keegan August 1995 - April 2012
Skills
Strategic Financial..., Wealth Management, Options Strategies, Bonds, Retirement Plan..., Employee Stock Options, Stock Picking
Education
University of Richmond - Robins School of Business 1977 — 1981
BS/BA, Finance
Steven Bushman's Raymond James Experience February 2007 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2007 - Present
Education
University of North Florida 1984 — 1985
Raymond James February 2007 - Present
Education
University of North Florida 1984 — 1985
Eric Bretan's Raymond James Experience 1997 - 2000
Job Principal at Gulf Coast Metals LLC/NextGen Estates/Rick's Estate and Jewelry Buyers
Industry Luxury Goods & Jewelry
Experience
Gulf Coast Metals LLC/NextGen Estates/Rick's Estate and Jewelry Buyers July 2014 - Present
SunTrust June 2006 - July 2014
Bank of Montreal June 2002 - May 2006
Raymond James 1997 - 2000
Skills
Middle Market, Capital Markets, Hedging, Commodity, Commercial Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Interest Rate..., Commercial Mortgages, Equity Derivatives, Interest Rate Swaps, Interest Rate Hedging, Commodity Risk..., commodity derivatives, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Virginia 1993 — 1997
BS, Finance and Marketing
East Brunswick High School 1989 — 1993
Diploma
Gulf Coast Metals LLC/NextGen Estates/Rick's Estate and Jewelry Buyers July 2014 - Present
SunTrust June 2006 - July 2014
Bank of Montreal June 2002 - May 2006
Raymond James 1997 - 2000
Skills
Middle Market, Capital Markets, Hedging, Commodity, Commercial Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Interest Rate..., Commercial Mortgages, Equity Derivatives, Interest Rate Swaps, Interest Rate Hedging, Commodity Risk..., commodity derivatives, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Virginia 1993 — 1997
BS, Finance and Marketing
East Brunswick High School 1989 — 1993
Diploma
Dean Bradley's Raymond James Experience June 2001 - Present
Job System Engineer at Raymond James
Industry Financial Services
Experience
Raymond James June 2001 - Present
Education
University of South Florida
Raymond James June 2001 - Present
Education
University of South Florida
Jennifer Frenck's Raymond James Experience 1996 - Present
Job Software Engineering Manager at Raymond James Financial
Industry Information Technology and Services
Experience
Raymond James 1996 - Present
Education
University of South Florida 1994 — 1998
Raymond James 1996 - Present
Education
University of South Florida 1994 — 1998
Vanessa Adams's Raymond James Experience 2000 - 2007
Job Solutions Manager at Microsoft
Industry Computer Software
Experience
Microsoft October 2007 - Present
Raymond james 2000 - 2007
Skills
Project Portfolio..., Product Management, Requirements Gathering, Agile Methodolgy, Collaboration, Multi Tasking, Leading Meetings, Analysis, Humor, Leadership, Microsoft Technologies, SQL, Windows Azure, Cross Border, IT Portfolio, Data Analysis
Education
University of South Florida
MBA, International, Marketing, IT, Finance
Microsoft October 2007 - Present
Raymond james 2000 - 2007
Skills
Project Portfolio..., Product Management, Requirements Gathering, Agile Methodolgy, Collaboration, Multi Tasking, Leading Meetings, Analysis, Humor, Leadership, Microsoft Technologies, SQL, Windows Azure, Cross Border, IT Portfolio, Data Analysis
Education
University of South Florida
MBA, International, Marketing, IT, Finance
Jane Lehmann's Raymond James Experience June 2011 - August 2013
Job Academy of Finance Business Teacher at Pinellas County School Board
Industry Education Management
Experience
Pinellas County School Board August 2013 - Present
Raymond James June 2011 - August 2013
Raymond James & Associates, Inc January 2011 - June 2011
Raymond James & Associates, Inc March 2007 - December 2010
Raymond James & Associates, Inc August 2004 - March 2007
Raymond James & Associates, Inc March 1999 - August 2004
Raymond James & Associates, Inc December 1996 - March 1999
Skills
Series 7, Needs Analysis, Leadership Development, Talent Management, Performance Management, Coaching, Onboarding, Process Improvement, Talent Acquisition, Organizational...
Education
Clearwater Christian College
BS Secondary Education, English/Language Arts Teacher Education
University of South Florida
Pinellas County School Board August 2013 - Present
Raymond James June 2011 - August 2013
Raymond James & Associates, Inc January 2011 - June 2011
Raymond James & Associates, Inc March 2007 - December 2010
Raymond James & Associates, Inc August 2004 - March 2007
Raymond James & Associates, Inc March 1999 - August 2004
Raymond James & Associates, Inc December 1996 - March 1999
Skills
Series 7, Needs Analysis, Leadership Development, Talent Management, Performance Management, Coaching, Onboarding, Process Improvement, Talent Acquisition, Organizational...
Education
Clearwater Christian College
BS Secondary Education, English/Language Arts Teacher Education
University of South Florida
Nadia Doh's Raymond James Experience September 2006 - May 2011
Job Head of Institutional Sales at Miller Tabak + Co., LLC
Industry Capital Markets
Experience
Miller Tabak + Co., LLC November 2014 - Present
Prime Capital Markets June 2013 - September 2014
Ria Ramkissoon LLC July 2012 - September 2014
Phoenix Partners group 2012 - 2013
Benchmark Company September 2011 - September 2012
Raymond James September 2006 - May 2011
Skills
Capital Markets, Fixed Income, Investments, Equities, Bloomberg, Series 7, Equity Research, Financial Modeling, Portfolio Management, Securities, Hedge Funds, Trading, Alternative Investments, Derivatives, Investment Banking, Equity Trading
Education
University of Rochester 1990 — 1994
Bachelor of Architecture (B.Arch.), Political Science and Government/ Studio art
Miller Tabak + Co., LLC November 2014 - Present
Prime Capital Markets June 2013 - September 2014
Ria Ramkissoon LLC July 2012 - September 2014
Phoenix Partners group 2012 - 2013
Benchmark Company September 2011 - September 2012
Raymond James September 2006 - May 2011
Skills
Capital Markets, Fixed Income, Investments, Equities, Bloomberg, Series 7, Equity Research, Financial Modeling, Portfolio Management, Securities, Hedge Funds, Trading, Alternative Investments, Derivatives, Investment Banking, Equity Trading
Education
University of Rochester 1990 — 1994
Bachelor of Architecture (B.Arch.), Political Science and Government/ Studio art
Jimmy Bucklen's Raymond James Experience October 2010 - March 2012
Job Director of Software Development at LiveHealthier
Industry Computer Software
Experience
LiveHealthier October 2013 - Present
LiveHealthier January 2013 - Present
Intelimedix, LLC February 2012 - January 2013
Raymond James October 2010 - March 2012
Blue Cross Blue Shield of Florida March 2004 - October 2010
Skills
SQL, Software Development, Visio, Microsoft SQL Server, SDLC, ASP.NET, Requirements Analysis, C#, Software Engineering, XML, HTML, Visual Basic, .NET, jQuery, Business Analysis, Agile Methodologies, JavaScript, Databases, Web Services, T-SQL, WCF, ASP.NET MVC, SSIS, Visual Studio, Database Design
Education
University of South Florida
MS, Engineering Management
University of South Florida
BS, Computer Science
University of South Florida
BS, Information Systems
LiveHealthier October 2013 - Present
LiveHealthier January 2013 - Present
Intelimedix, LLC February 2012 - January 2013
Raymond James October 2010 - March 2012
Blue Cross Blue Shield of Florida March 2004 - October 2010
Skills
SQL, Software Development, Visio, Microsoft SQL Server, SDLC, ASP.NET, Requirements Analysis, C#, Software Engineering, XML, HTML, Visual Basic, .NET, jQuery, Business Analysis, Agile Methodologies, JavaScript, Databases, Web Services, T-SQL, WCF, ASP.NET MVC, SSIS, Visual Studio, Database Design
Education
University of South Florida
MS, Engineering Management
University of South Florida
BS, Computer Science
University of South Florida
BS, Information Systems
Dave Fulkerson's Raymond James Experience June 2008 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James June 2008 - Present
Education
University of South Florida 2002 — 2007
Raymond James June 2008 - Present
Education
University of South Florida 2002 — 2007
Jacklyn Walling's Raymond James Experience 2004 - 2007
Job Senior Writer at Raymond James Financial, Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial, Inc. July 2014 - Present
Magazine Feature Writing and Small Business Marketing 2008 - Present
Raymond James Financial Inc. May 2012 - July 2014
Raymond James Financial May 2010 - May 2012
22squared February 2007 - March 2008
22squared (formerly WestWayne) 2007 - 2008
Raymond James 2004 - 2007
Raymond James Financial 2004 - 2007
Citysearch.com 2003 - 2006
AAA Auto Club South 2000 - 2004
Skills
Advertising, Newsletters, Marketing, Copywriting, Marketing Communications, Digital Marketing, Direct Mail, Press Releases, Social Media Marketing, Creative Direction, Integrated Marketing, Strategy, Creative Writing, Editing, Account Management, Editorial, Training, Brand Management, Publishing, Brochures, Management, Creative Strategy, Strategic Planning, Sales
Education
University of South Florida 2001 — 2003
Raymond James Financial, Inc. July 2014 - Present
Magazine Feature Writing and Small Business Marketing 2008 - Present
Raymond James Financial Inc. May 2012 - July 2014
Raymond James Financial May 2010 - May 2012
22squared February 2007 - March 2008
22squared (formerly WestWayne) 2007 - 2008
Raymond James 2004 - 2007
Raymond James Financial 2004 - 2007
Citysearch.com 2003 - 2006
AAA Auto Club South 2000 - 2004
Skills
Advertising, Newsletters, Marketing, Copywriting, Marketing Communications, Digital Marketing, Direct Mail, Press Releases, Social Media Marketing, Creative Direction, Integrated Marketing, Strategy, Creative Writing, Editing, Account Management, Editorial, Training, Brand Management, Publishing, Brochures, Management, Creative Strategy, Strategic Planning, Sales
Education
University of South Florida 2001 — 2003
Spencer Noah's Raymond James Experience August 2006 - August 2013
Job Structured Products at Whitebox Advisors
Industry Investment Management
Experience
Whitebox Advisors LLC August 2013 - Present
Raymond James August 2006 - August 2013
Education
University of Northern Colorado 2002 — 2006
BS, Finance
Whitebox Advisors LLC August 2013 - Present
Raymond James August 2006 - August 2013
Education
University of Northern Colorado 2002 — 2006
BS, Finance
Bill Cosper's Raymond James Experience 2000 - Present
Job Vice President, Equity Syndicate at Raymond James
Industry Financial Services
Experience
Raymond James 2000 - Present
First Union December 1998 - November 2000
Paine Webber December 1997 - December 1998
US Army March 1986 - August 1998
State Attorney's Office, Hillsborough County, Thirteenth Judicial Circuit March 1990 - December 1997
Skills
Series 7, Equities, Securities, Retirement Planning, Financial Advisory, Finance, Asset Allocation, Investment Advisory, Investments, Portfolio Management, Mutual Funds, Wealth Management
Education
University of South Florida - College of Business Administration
B.S., Finance
Raymond James 2000 - Present
First Union December 1998 - November 2000
Paine Webber December 1997 - December 1998
US Army March 1986 - August 1998
State Attorney's Office, Hillsborough County, Thirteenth Judicial Circuit March 1990 - December 1997
Skills
Series 7, Equities, Securities, Retirement Planning, Financial Advisory, Finance, Asset Allocation, Investment Advisory, Investments, Portfolio Management, Mutual Funds, Wealth Management
Education
University of South Florida - College of Business Administration
B.S., Finance
Nolan Shaeer, CFA's Raymond James Experience 1998 - 2002
Job VP of Investments, Portfolio Manager at Bankers Financial Corporation
Industry Investment Management
Experience
Bankers Financial Corporation August 2012 - Present
JPMorgan Chase April 2009 - August 2012
Lehman Brothers Asset Management 2006 - 2008
Lehman Brothers Asset Management 2005 - 2006
Lehman Brothers Asset Management 2003 - 2005
Raymond James 1998 - 2002
Salomon Brothers 1997 - 1998
T Rowe Price 1996 - 1997
Skills
Fixed Income, Portfolio Management, Securities, Financial Analysis, Financial Markets, Bonds, Hedge Funds, Investment Management, Investments, Structured Products, Securitization, Risk Management, Performance Measurement, Bloomberg, Bloomberg Terminal, Trading, Asset Allocation, Asset Managment, Asset Management, MBS, Chartered Financial..., Investment Strategies, Structured Finance, Fixed Income Analysis, Fixed Income Portfolio...
Education
University of Tampa - John H. Sykes College of Business 1999 — 2002
MBA, Finance
University of South Florida 1991 — 1996
BS, Finance
Bankers Financial Corporation August 2012 - Present
JPMorgan Chase April 2009 - August 2012
Lehman Brothers Asset Management 2006 - 2008
Lehman Brothers Asset Management 2005 - 2006
Lehman Brothers Asset Management 2003 - 2005
Raymond James 1998 - 2002
Salomon Brothers 1997 - 1998
T Rowe Price 1996 - 1997
Skills
Fixed Income, Portfolio Management, Securities, Financial Analysis, Financial Markets, Bonds, Hedge Funds, Investment Management, Investments, Structured Products, Securitization, Risk Management, Performance Measurement, Bloomberg, Bloomberg Terminal, Trading, Asset Allocation, Asset Managment, Asset Management, MBS, Chartered Financial..., Investment Strategies, Structured Finance, Fixed Income Analysis, Fixed Income Portfolio...
Education
University of Tampa - John H. Sykes College of Business 1999 — 2002
MBA, Finance
University of South Florida 1991 — 1996
BS, Finance
Gary Handler's Raymond James Experience March 2014 - Present
Job Senior Institutional Consultant at Raymond James
Industry Financial Services
Experience
Raymond James March 2014 - Present
UBS Wealth Management April 2007 - March 2014
RBC Dain Rauscher June 2003 - April 2007
Oppenheimer & Co. January 1991 - June 2003
Smith Barney June 1989 - December 1990
Skills
Retirement Planning, Investments, Retirement, Mutual Funds, Portfolio Management, Alternative Investments, 401k, Finance, Asset Allocation, Fixed Income, Series 7
Education
University of Southern California 1975 — 1976
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Southern California 1972 — 1975
Bachelor of Science (BS), Accounting
Raymond James March 2014 - Present
UBS Wealth Management April 2007 - March 2014
RBC Dain Rauscher June 2003 - April 2007
Oppenheimer & Co. January 1991 - June 2003
Smith Barney June 1989 - December 1990
Skills
Retirement Planning, Investments, Retirement, Mutual Funds, Portfolio Management, Alternative Investments, 401k, Finance, Asset Allocation, Fixed Income, Series 7
Education
University of Southern California 1975 — 1976
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Southern California 1972 — 1975
Bachelor of Science (BS), Accounting
Kyle McQuiston's Raymond James Experience November 2009 - August 2011
Job US IT Analyst Manager at PwC
Industry Information Technology and Services
Experience
PwC August 2011 - Present
Raymond James November 2009 - August 2011
Fidelity National Information Services August 2004 - March 2010
IBM 2002 - 2003
AOL Timer Warner/BrightHouse 2001 - 2002
Skills
SDLC, Requirements Analysis, Software Project..., SaaS, Cloud Computing, Visio, ITIL, Business Process..., Infrastructure, Process Improvement, SharePoint, Business Analysis, Change Management, Requirements Gathering
Education
University of South Florida 1997 — 2000
BS, Management Information Systems and Marketing
PwC August 2011 - Present
Raymond James November 2009 - August 2011
Fidelity National Information Services August 2004 - March 2010
IBM 2002 - 2003
AOL Timer Warner/BrightHouse 2001 - 2002
Skills
SDLC, Requirements Analysis, Software Project..., SaaS, Cloud Computing, Visio, ITIL, Business Process..., Infrastructure, Process Improvement, SharePoint, Business Analysis, Change Management, Requirements Gathering
Education
University of South Florida 1997 — 2000
BS, Management Information Systems and Marketing
Brian Kulish's Raymond James Experience 2001 - 2003
Job Project Manager Senior Project Lead
Industry Insurance
Experience
MetLife June 2003 - Present
Raymond James 2001 - 2003
Bear Stearns 1999 - 2001
Salomon Brothers 1996 - 1999
DeBartolo Properties Management 1993 - 1995
Skills
Crystal Reports, Business Analysis, Application Development, SQL Server, SDLC, Visio, MS Project, Requirements Gathering, Requirements Analysis, Project Planning, Software Project..., SharePoint, User Acceptance Testing, Systems Analysis, Access, Documentation, Visual Basic, ETL, Budgeting, Forecasting
Education
University of South Florida - College of Business Administration 1987 — 1994
Associate of Arts (A.A.), Accounting and Management Information Systems
MetLife June 2003 - Present
Raymond James 2001 - 2003
Bear Stearns 1999 - 2001
Salomon Brothers 1996 - 1999
DeBartolo Properties Management 1993 - 1995
Skills
Crystal Reports, Business Analysis, Application Development, SQL Server, SDLC, Visio, MS Project, Requirements Gathering, Requirements Analysis, Project Planning, Software Project..., SharePoint, User Acceptance Testing, Systems Analysis, Access, Documentation, Visual Basic, ETL, Budgeting, Forecasting
Education
University of South Florida - College of Business Administration 1987 — 1994
Associate of Arts (A.A.), Accounting and Management Information Systems
Angel Phillips's Raymond James Experience February 2001 - Present
Job Senior Software Engineer at Raymond James
Industry Information Technology and Services
Experience
Raymond James February 2001 - Present
Raymond James Financial Inc. February 2000 - February 2001
Raymond James Financial Inc. January 1999 - February 2000
Raymond James Financial Inc. August 1996 - January 1999
Skills
SQL, SDLC, Requirements Analysis, Software Documentation, Microsoft SQL Server, Quality Assurance, C#, Test Planning, Agile Methodologies, Visio, T-SQL, SSIS, Analysis, Systems Analysis, Requirements Gathering, .NET, Software Development, SSRS, PeopleSoft, SharePoint, XML, Access, Accounting, QlikView Development, Crystal Reports, Visual Studio
Education
University of South Florida 1996 — 1997
Bachelor of Science (B.S.), Management Information Systems, General
University of South Florida 1992 — 1995
Bachelor of Science (B.S.), Accounting with minor in Technical Writing
Raymond James February 2001 - Present
Raymond James Financial Inc. February 2000 - February 2001
Raymond James Financial Inc. January 1999 - February 2000
Raymond James Financial Inc. August 1996 - January 1999
Skills
SQL, SDLC, Requirements Analysis, Software Documentation, Microsoft SQL Server, Quality Assurance, C#, Test Planning, Agile Methodologies, Visio, T-SQL, SSIS, Analysis, Systems Analysis, Requirements Gathering, .NET, Software Development, SSRS, PeopleSoft, SharePoint, XML, Access, Accounting, QlikView Development, Crystal Reports, Visual Studio
Education
University of South Florida 1996 — 1997
Bachelor of Science (B.S.), Management Information Systems, General
University of South Florida 1992 — 1995
Bachelor of Science (B.S.), Accounting with minor in Technical Writing
Jason Greenleaf's Raymond James Experience January 2007 - March 2008
Job QA at ComCept Solutions LLC
Industry Computer Software
Experience
Comcept Solutions LLC November 2008 - Present
Bisk Education January 2008 - November 2008
Raymond James January 2007 - March 2008
Eckerd Youth Alternatives January 2006 - December 2006
Skills
Quality Assurance, Requirements Analysis, Software Documentation, SQL, SDLC, Software Quality...
Education
University of South Florida - College of Business Administration 2005 — 2007
BS, Managing Information Systems
Hillsborough Community College 2003 — 2005
AA, Management Information Systems, General
Comcept Solutions LLC November 2008 - Present
Bisk Education January 2008 - November 2008
Raymond James January 2007 - March 2008
Eckerd Youth Alternatives January 2006 - December 2006
Skills
Quality Assurance, Requirements Analysis, Software Documentation, SQL, SDLC, Software Quality...
Education
University of South Florida - College of Business Administration 2005 — 2007
BS, Managing Information Systems
Hillsborough Community College 2003 — 2005
AA, Management Information Systems, General
Harry Kenning's Raymond James Experience July 2008 - July 2011
Job Relationship Manager at Beeline
Industry Computer Software
Experience
Beeline October 2011 - Present
Raymond James July 2008 - July 2011
Skills
Investments, Series 7, Valuation, Portfolio Management, Financial Analysis, Equities, Bloomberg, Series 63, Alternative Investments, Asset Managment, Investment Banking, Securities, Equity Research, Asset Management, Hedge Funds, Capital Markets, Finance, Microsoft Office, Business Strategy, Sales, Management
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics, Management and Legal Studies
Beeline October 2011 - Present
Raymond James July 2008 - July 2011
Skills
Investments, Series 7, Valuation, Portfolio Management, Financial Analysis, Equities, Bloomberg, Series 63, Alternative Investments, Asset Managment, Investment Banking, Securities, Equity Research, Asset Management, Hedge Funds, Capital Markets, Finance, Microsoft Office, Business Strategy, Sales, Management
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics, Management and Legal Studies
David Merriam's Raymond James Experience July 2013 - Present
Job Operations Manager at Raymond James
Industry Financial Services
Experience
Raymond James July 2013 - Present
Raymond James November 2008 - July 2013
Raymond James March 1997 - November 2008
Raymond James February 1994 - March 1997
Skills
Portfolio Management, Operations Management, Business Analysis, Risk Management, Change Management, Process Improvement, Business Process..., Accounting, Analysis, Securities, Corporate Actions, Contract Negotiation, Back Office, Project Portfolio..., Project Management, Vendor Management, Financial Analysis, Product Management, Financial Services, Change Leadership, Innovation & Project..., Fixed Income, Mutual Funds, Equities, Investments, Management, Account Reconciliation
Education
University of South Florida 1990 — 1992
BS, Accounting
Raymond James July 2013 - Present
Raymond James November 2008 - July 2013
Raymond James March 1997 - November 2008
Raymond James February 1994 - March 1997
Skills
Portfolio Management, Operations Management, Business Analysis, Risk Management, Change Management, Process Improvement, Business Process..., Accounting, Analysis, Securities, Corporate Actions, Contract Negotiation, Back Office, Project Portfolio..., Project Management, Vendor Management, Financial Analysis, Product Management, Financial Services, Change Leadership, Innovation & Project..., Fixed Income, Mutual Funds, Equities, Investments, Management, Account Reconciliation
Education
University of South Florida 1990 — 1992
BS, Accounting
Paul Scheid's Raymond James Experience February 2000 - October 2008
Job Compliance Analyst IV at Tennessee Valley Authority
Industry Information Technology and Services
Experience
Tennessee Valley Authority April 2012 - Present
Tennessee Valley Authority February 2011 - April 2012
Nissan North America March 2010 - February 2011
Raymond James February 2000 - October 2008
Skills
SharePoint, Visio, Active Directory, ITIL, Internal Audit, Project Management, Process Improvement, Software Documentation, SDLC, Disaster Recovery, Databases, Management, Business Analysis, IT Management, Analysis, Enterprise Architecture, Information Technology, Risk Management, Project Planning, Program Management, Business Process, PMP, Business Process...
Education
University of South Florida 1998 — 2000
BA, Information Systems Management
Saint Petersburg College 1997 — 1998
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Tennessee Valley Authority April 2012 - Present
Tennessee Valley Authority February 2011 - April 2012
Nissan North America March 2010 - February 2011
Raymond James February 2000 - October 2008
Skills
SharePoint, Visio, Active Directory, ITIL, Internal Audit, Project Management, Process Improvement, Software Documentation, SDLC, Disaster Recovery, Databases, Management, Business Analysis, IT Management, Analysis, Enterprise Architecture, Information Technology, Risk Management, Project Planning, Program Management, Business Process, PMP, Business Process...
Education
University of South Florida 1998 — 2000
BA, Information Systems Management
Saint Petersburg College 1997 — 1998
Associate of Arts and Sciences (AAS), Business Administration and Management, General
David Rollins's Raymond James Experience January 1998 - April 1999
Job Manager at Nissan North America
Industry Information Technology and Services
Experience
Savory Spice Shop October 2013 - Present
Nissan North America March 2006 - Present
PricewaterhouseCoopers February 2000 - January 2006
Deloitte April 1999 - February 2000
Raymond James January 1998 - April 1999
Geac Commercial Systems September 1996 - December 1997
Skills
PeopleSoft, Workday, Global HCM, Process Improvement, Business Analysis, Business Process, Requirements Analysis, IT Strategy, Integration, Program Management, Vendor Management, Business Process..., Cross-functional Team..., Project Management, Software Project..., SDLC, Legal Matter Management..., Budgets, Team Management
Education
University of South Florida 1990 — 1993
BSCE, Computer Engineering
University of South Florida 1985 — 1990
BSEE, Electronics Engineering
Savory Spice Shop October 2013 - Present
Nissan North America March 2006 - Present
PricewaterhouseCoopers February 2000 - January 2006
Deloitte April 1999 - February 2000
Raymond James January 1998 - April 1999
Geac Commercial Systems September 1996 - December 1997
Skills
PeopleSoft, Workday, Global HCM, Process Improvement, Business Analysis, Business Process, Requirements Analysis, IT Strategy, Integration, Program Management, Vendor Management, Business Process..., Cross-functional Team..., Project Management, Software Project..., SDLC, Legal Matter Management..., Budgets, Team Management
Education
University of South Florida 1990 — 1993
BSCE, Computer Engineering
University of South Florida 1985 — 1990
BSEE, Electronics Engineering
Jennifer (Levins) Eager, CPA's Raymond James Experience October 2007 - May 2009
Job Accounting Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments April 2015 - July 2015
Fidelity Investments January 2014 - April 2015
Grant Thornton LLP July 2013 - January 2014
Ernst & Young August 2010 - July 2013
KStone Partners LLC May 2010 - August 2010
Raymond James October 2007 - May 2009
PricewaterhouseCoopers 2008 - 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, US GAAP, Auditing, Financial Accounting, GAAP, Corporate Finance, Financial Statements, CPA, Sarbanes-Oxley, Finance, SEC Filings
Education
University of Southern California - Marshall School of Business 2009 — 2010
MAcc, Accounting
University of South Florida 2005 — 2009
Finance, Economics
Fidelity Investments July 2015 - Present
Fidelity Investments April 2015 - July 2015
Fidelity Investments January 2014 - April 2015
Grant Thornton LLP July 2013 - January 2014
Ernst & Young August 2010 - July 2013
KStone Partners LLC May 2010 - August 2010
Raymond James October 2007 - May 2009
PricewaterhouseCoopers 2008 - 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, US GAAP, Auditing, Financial Accounting, GAAP, Corporate Finance, Financial Statements, CPA, Sarbanes-Oxley, Finance, SEC Filings
Education
University of Southern California - Marshall School of Business 2009 — 2010
MAcc, Accounting
University of South Florida 2005 — 2009
Finance, Economics
CORY CAMPANA's Raymond James Experience 2008 - 2010
Job Stock Trader at Self Employed
Industry Financial Services
Experience
Self Employed 2010 - Present
Raymond James 2008 - 2010
Raymond James Financial Inc. 2007 - 2008
Franklin Templeton Investments 2006 - 2007
The Legend Group 2005 - 2006
Skills
Developing New Clients, Purchasing Stocks, Analysis, Troubleshooting, New Program Launches, Testing for Quality, Providing Support to..., Working with Outside..., Project Management, Presentations, Research, Market Monitoring, Building Relationships, Teamwork, implementing new..., Establishing Processes, Microsoft Office, FiServ APL
Education
University of South Florida - College of Business Administration 2000 — 2004
Bachelor of Business Administration (BBA), Economics
Self Employed 2010 - Present
Raymond James 2008 - 2010
Raymond James Financial Inc. 2007 - 2008
Franklin Templeton Investments 2006 - 2007
The Legend Group 2005 - 2006
Skills
Developing New Clients, Purchasing Stocks, Analysis, Troubleshooting, New Program Launches, Testing for Quality, Providing Support to..., Working with Outside..., Project Management, Presentations, Research, Market Monitoring, Building Relationships, Teamwork, implementing new..., Establishing Processes, Microsoft Office, FiServ APL
Education
University of South Florida - College of Business Administration 2000 — 2004
Bachelor of Business Administration (BBA), Economics
Greg Kessler's Raymond James Experience September 2001 - November 2003
Job Vice President, Private Client Group Administration at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2013 - Present
Raymond James Financial November 2003 - June 2013
Raymond James September 2001 - November 2003
Education
Wharton School, University of Pennsylvania 2010 — 2012
University of South Florida 1997 — 2000
BS, Finance
Raymond James Financial Inc. June 2013 - Present
Raymond James Financial November 2003 - June 2013
Raymond James September 2001 - November 2003
Education
Wharton School, University of Pennsylvania 2010 — 2012
University of South Florida 1997 — 2000
BS, Finance
Florian Geier's Raymond James Experience May 2006 - December 2012
Job Business Solutions Database Engineer at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2013 - Present
Raymond James May 2006 - December 2012
Publix Super Markets Inc May 1996 - May 2006
Education
University of South Florida 1998 — 2002
BA, Finance
Raymond James Financial Inc. January 2013 - Present
Raymond James May 2006 - December 2012
Publix Super Markets Inc May 1996 - May 2006
Education
University of South Florida 1998 — 2002
BA, Finance
Ken Wren, Jr's Raymond James Experience 2004 - Present
Job President, Towne Investment Group at TowneBank
Industry Investment Management
Experience
TowneBank February 2004 - Present
Raymond James 2004 - Present
Scott & Stringfellow June 2001 - February 2004
Skills
Investments, Financial Analysis, Finance, Credit Risk, Risk Management, Customer Service, Sales, Sales Management, Management, Asset Management, Retirement Planning, Strategic Planning, Portfolio Management, Strategic Financial..., Public Speaking, Relationship Management, Insurance
Education
University of Richmond - Robins School of Business 1983 — 1987
Bachelor's, Business Administration
TowneBank February 2004 - Present
Raymond James 2004 - Present
Scott & Stringfellow June 2001 - February 2004
Skills
Investments, Financial Analysis, Finance, Credit Risk, Risk Management, Customer Service, Sales, Sales Management, Management, Asset Management, Retirement Planning, Strategic Planning, Portfolio Management, Strategic Financial..., Public Speaking, Relationship Management, Insurance
Education
University of Richmond - Robins School of Business 1983 — 1987
Bachelor's, Business Administration
Brenda Rossi's Raymond James Experience January 1999 - November 2008
Job Case Manager at Salvation Army
Industry Religious Institutions
Experience
Gospel Crusade March 2009 - December 2012
Raymond James January 1999 - November 2008
Bilingual Elementary School, San Pedro Sula, Honduras August 1988 - June 1996
Skills
Organizational..., Bilingual-English/Spanis..., Training, System Administration, Management, Missions, Security, Event Planning, PowerPoint, Administrative..., Microsoft Office, Nonprofits, Microsoft Excel, Public Speaking, Microsoft Word, Outlook, Research
Education
University of South Florida 1984 — 1988
BA, International Studies
Escuela Internacional Sanpedrana 1980 — 1984
High School
Gospel Crusade March 2009 - December 2012
Raymond James January 1999 - November 2008
Bilingual Elementary School, San Pedro Sula, Honduras August 1988 - June 1996
Skills
Organizational..., Bilingual-English/Spanis..., Training, System Administration, Management, Missions, Security, Event Planning, PowerPoint, Administrative..., Microsoft Office, Nonprofits, Microsoft Excel, Public Speaking, Microsoft Word, Outlook, Research
Education
University of South Florida 1984 — 1988
BA, International Studies
Escuela Internacional Sanpedrana 1980 — 1984
High School
Penny Stanisavljevich's Raymond James Experience 1986 - 1995
Job Oracle Software Developer
Industry Information Technology and Services
Experience
Serve Enterprises, Inc, a subsidiary of American Express January 2010 - Present
Full Spectrum Telecommunications 2005 - December 2009
Home Shopping Network 2000 - 2005
Special Data Processing 1995 - 2000
Raymond James 1986 - 1995
Education
University of South Florida
BS, Manaigement Information Systems
Serve Enterprises, Inc, a subsidiary of American Express January 2010 - Present
Full Spectrum Telecommunications 2005 - December 2009
Home Shopping Network 2000 - 2005
Special Data Processing 1995 - 2000
Raymond James 1986 - 1995
Education
University of South Florida
BS, Manaigement Information Systems
Barry Grobman's Raymond James Experience November 2007 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James November 2007 - Present
Skills
Investments, Mutual Funds, Retirement Planning, Wealth Management, Investment Strategies, Retirement, Equities, Investment Advisory, Asset Allocation, Strategic Financial...
Education
University of Saskatchewan 1978 — 1983
B.Comm
nbchs
Raymond James November 2007 - Present
Skills
Investments, Mutual Funds, Retirement Planning, Wealth Management, Investment Strategies, Retirement, Equities, Investment Advisory, Asset Allocation, Strategic Financial...
Education
University of Saskatchewan 1978 — 1983
B.Comm
nbchs
April Walls's Raymond James Experience 1998 - 2000
Job mom
Industry Recreational Facilities and Services
Experience
Calamos Investments 2000 - 2008
Raymond James 1998 - 2000
Education
University of South Florida 1997 — 2000
Calamos Investments 2000 - 2008
Raymond James 1998 - 2000
Education
University of South Florida 1997 — 2000
John Swanson's Raymond James Experience October 2010 - October 2012
Job Fixed Income Sales
Industry Financial Services
Experience
Janney Montgomery Scott July 2013 - May 2015
Raymond James October 2010 - October 2012
Skills
Microsoft Excel, Microsoft Office, Series 7, Financial Analysis, Customer Service, PowerPoint, Series 63, Banking, Finance, Financial Modeling, Insurance, Investments, Leadership, Marketing, Risk Management, Sales
Education
University of South Carolina - Darla Moore School of Business 2005 — 2010
Bachelor’s Degree, Investment Finance, Real Estate, Management Science
University of South Carolina-Columbia 2005 — 2010
BS in BA, Investment Finance, Management Science, Real Estate
Janney Montgomery Scott July 2013 - May 2015
Raymond James October 2010 - October 2012
Skills
Microsoft Excel, Microsoft Office, Series 7, Financial Analysis, Customer Service, PowerPoint, Series 63, Banking, Finance, Financial Modeling, Insurance, Investments, Leadership, Marketing, Risk Management, Sales
Education
University of South Carolina - Darla Moore School of Business 2005 — 2010
Bachelor’s Degree, Investment Finance, Real Estate, Management Science
University of South Carolina-Columbia 2005 — 2010
BS in BA, Investment Finance, Management Science, Real Estate
Marbury Councell's Raymond James Experience August 2010 - Present
Job Consultant Transition Management at Raymond James
Industry Financial Services
Experience
Raymond James August 2010 - Present
T. Rowe Price September 2007 - April 2009
T. Rowe Price May 2006 - September 2007
T. Rowe Price January 2006 - May 2006
T. Rowe Price February 2004 - January 2006
T. Rowe Price May 2002 - February 2004
Education
University of Rhode Island 1997 — 2001
BA, Political Science
McDonogh School 1991 — 1997
Raymond James August 2010 - Present
T. Rowe Price September 2007 - April 2009
T. Rowe Price May 2006 - September 2007
T. Rowe Price January 2006 - May 2006
T. Rowe Price February 2004 - January 2006
T. Rowe Price May 2002 - February 2004
Education
University of Rhode Island 1997 — 2001
BA, Political Science
McDonogh School 1991 — 1997
Rob Mentz's Raymond James Experience October 2007 - December 2014
Job Quality Assurance Manager at Bloomin' Brands, Inc.
Industry Financial Services
Experience
Bloomin' Brands, Inc. January 2015 - Present
Raymond James October 2007 - December 2014
Publix April 2005 - May 2006
Eckerd June 2001 - February 2005
Retail Management October 1994 - December 1999
Skills
Quality Center, SDLC, User Acceptance Testing, Regression Testing, Test Automation, Requirements Analysis, Quality Assurance, Financial Services, SQL, Test Planning, Business Analysis, Software Development, Process Improvement, Software Quality..., Software Project..., Business Process..., Test Management, Agile Methodologies, Scrum, Business Process, Testing, Requirements Gathering, COBOL, Agile Testing, Waterfall, Visual Studio, Resource Management, Systems Analysis, Leadership, Integration Testing, QTP, Business Requirements, Test Cases, Defect Tracking, Visio, Manual Testing, System Testing, LoadRunner, Black Box Testing, SoapUI, Agile Project Management, Performance Testing, Release Management, Test Strategy, Software Documentation, Integration, TFS, JIRA, HP Quality Center
Education
University of South Florida-St. Petersburg Campus 1999 — 2001
Bachelor's degree, Management Information Systems, General, 4.0
University of South Florida - College of Business Administration 1992 — 1994
Associate of Arts (AA), Business Administration, Management and Operations
Bloomin' Brands, Inc. January 2015 - Present
Raymond James October 2007 - December 2014
Publix April 2005 - May 2006
Eckerd June 2001 - February 2005
Retail Management October 1994 - December 1999
Skills
Quality Center, SDLC, User Acceptance Testing, Regression Testing, Test Automation, Requirements Analysis, Quality Assurance, Financial Services, SQL, Test Planning, Business Analysis, Software Development, Process Improvement, Software Quality..., Software Project..., Business Process..., Test Management, Agile Methodologies, Scrum, Business Process, Testing, Requirements Gathering, COBOL, Agile Testing, Waterfall, Visual Studio, Resource Management, Systems Analysis, Leadership, Integration Testing, QTP, Business Requirements, Test Cases, Defect Tracking, Visio, Manual Testing, System Testing, LoadRunner, Black Box Testing, SoapUI, Agile Project Management, Performance Testing, Release Management, Test Strategy, Software Documentation, Integration, TFS, JIRA, HP Quality Center
Education
University of South Florida-St. Petersburg Campus 1999 — 2001
Bachelor's degree, Management Information Systems, General, 4.0
University of South Florida - College of Business Administration 1992 — 1994
Associate of Arts (AA), Business Administration, Management and Operations
Kristine Bergin's Raymond James Experience March 2007 - May 2013
Job Director of Advisor Relations at Global Financial Private Capital, LLC
Industry Financial Services
Experience
Global Financial Private Capital, LLC May 2013 - Present
Raymond James March 2007 - May 2013
Raymond James Financial Inc. January 2005 - March 2007
Raymond James Financial Inc. January 2003 - January 2005
Raymond James Financial Inc. November 1994 - January 2003
Skills
Series 6, 7, 63 and 24, Relationship Management, Strategic Goal Planning, Training and Development, Training, Financial Advisory, Mutual Funds, Management, Analysis, Operations Management, FINRA, Wealth Management, Series 7, Strategic Financial..., Securities, Series 63, Series 24
Education
University of South Florida 1998 — 2003
Bachelors, Business Management
Global Financial Private Capital, LLC May 2013 - Present
Raymond James March 2007 - May 2013
Raymond James Financial Inc. January 2005 - March 2007
Raymond James Financial Inc. January 2003 - January 2005
Raymond James Financial Inc. November 1994 - January 2003
Skills
Series 6, 7, 63 and 24, Relationship Management, Strategic Goal Planning, Training and Development, Training, Financial Advisory, Mutual Funds, Management, Analysis, Operations Management, FINRA, Wealth Management, Series 7, Strategic Financial..., Securities, Series 63, Series 24
Education
University of South Florida 1998 — 2003
Bachelors, Business Management
Nathan Ellerbee's Raymond James Experience March 2005 - Present
Job Assistant Regional Director, Investment Advisors Division, Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Raymond James March 2005 - Present
Skills
Series 24, Series 7, Series 63, Securities, Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation, Financial Advisory, Investments, Financial Services, Investment Advisory
Education
University of South Florida 1997 — 2008
Mass Communications
Univeristy of South Florida
Mass Communictions
Raymond James Financial, Inc. May 2015 - Present
Raymond James March 2005 - Present
Skills
Series 24, Series 7, Series 63, Securities, Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation, Financial Advisory, Investments, Financial Services, Investment Advisory
Education
University of South Florida 1997 — 2008
Mass Communications
Univeristy of South Florida
Mass Communictions
Matthew J. Presy's Raymond James Experience November 2010 - Present
Job Branch Operations Raymond James
Industry Financial Services
Experience
Raymond James November 2010 - Present
ISLAND STOCK TRANSFER February 2008 - April 2010
Achieva Credit Union February 2002 - August 2007
SPECIAL DATA PROCESSING, CORP April 1999 - March 2001
Education
University of South Florida
BACHELORS, Finance, General
Raymond James November 2010 - Present
ISLAND STOCK TRANSFER February 2008 - April 2010
Achieva Credit Union February 2002 - August 2007
SPECIAL DATA PROCESSING, CORP April 1999 - March 2001
Education
University of South Florida
BACHELORS, Finance, General
Greg McLinton CPA, CA CIM, FCSI, CFP's Raymond James Experience May 2002 - October 2012
Job Associate Director, Wealth Management & Wealth Advisor at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod October 2012 - Present
Raymond James May 2002 - October 2012
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Mutual Funds, Investment Strategies, Investments, Alternative Investments, Strategic Financial..., Retirement, Securities, Portfolio Management, Equities, Series 7, Asset Management
Education
University of Ottawa
Commerce
ScotiaMcLeod October 2012 - Present
Raymond James May 2002 - October 2012
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Mutual Funds, Investment Strategies, Investments, Alternative Investments, Strategic Financial..., Retirement, Securities, Portfolio Management, Equities, Series 7, Asset Management
Education
University of Ottawa
Commerce
Viktor Dikov's Raymond James Experience December 2009 - Present
Job Business Specialist at Raymond James
Industry Financial Services
Experience
Raymond James December 2009 - Present
Education
University of South Florida 2007 — 2010
Raymond James December 2009 - Present
Education
University of South Florida 2007 — 2010
April Hoover's Raymond James Experience January 2010 - Present
Job Compliance Advisor at Raymond James
Industry Financial Services
Experience
Raymond James January 2010 - Present
Education
University of South Florida 2006 — 2009
Bachelor, Finance
Raymond James January 2010 - Present
Education
University of South Florida 2006 — 2009
Bachelor, Finance
Mykel deVega's Raymond James Experience
Job Software Engineering Manager at Raymond James
Industry Financial Services
Experience
Raymond James
Skills
SDLC, SQL, Software Development, Visio, Requirements Analysis, Software Project..., Requirements Gathering, Testing, Agile Methodologies, SharePoint, Microsoft SQL Server, Process Improvement, Project Management, MS Project, Business Analysis, Vendor Management, SOA, Visual Studio, Integration, User Acceptance Testing, Quality Assurance, Architecture, COBOL, Agile Project Management, Quality Center, Databases, Systems Analysis, Enterprise Architecture, Scrum, Software Documentation, T-SQL, PMP, Oracle, .NET, Business Process, Business Requirements, C#, Data Modeling, Data Warehousing, Database Design, SSIS, SSRS, Unix, Web Services, XML, IIS, ASP.NET, DB2, Solution Architecture, UML
Education
University of South Florida 2004 — 2007
Master of Business Administration, Business
University of South Florida 1998 — 2002
Bachelor of Science, MIS
Raymond James
Skills
SDLC, SQL, Software Development, Visio, Requirements Analysis, Software Project..., Requirements Gathering, Testing, Agile Methodologies, SharePoint, Microsoft SQL Server, Process Improvement, Project Management, MS Project, Business Analysis, Vendor Management, SOA, Visual Studio, Integration, User Acceptance Testing, Quality Assurance, Architecture, COBOL, Agile Project Management, Quality Center, Databases, Systems Analysis, Enterprise Architecture, Scrum, Software Documentation, T-SQL, PMP, Oracle, .NET, Business Process, Business Requirements, C#, Data Modeling, Data Warehousing, Database Design, SSIS, SSRS, Unix, Web Services, XML, IIS, ASP.NET, DB2, Solution Architecture, UML
Education
University of South Florida 2004 — 2007
Master of Business Administration, Business
University of South Florida 1998 — 2002
Bachelor of Science, MIS
Nina Bao's Raymond James Experience January 2010 - June 2012
Job Investment Service Manager at China Life Pension Ltd
Industry Financial Services
Experience
China Life Pension Company Ltd January 2013 - Present
Raymond James January 2010 - June 2012
University of Northern British Columbia January 2009 - April 2010
Education
University of Northern British Columbia 2011 — 2012
Master of Science (M.Sc.), Finance
University of Northern British Columbia 2006 — 2009
Bachelor of Commerce (B.Com.), Finance and International Business
China Life Pension Company Ltd January 2013 - Present
Raymond James January 2010 - June 2012
University of Northern British Columbia January 2009 - April 2010
Education
University of Northern British Columbia 2011 — 2012
Master of Science (M.Sc.), Finance
University of Northern British Columbia 2006 — 2009
Bachelor of Commerce (B.Com.), Finance and International Business
Joe McFadden, CFA's Raymond James Experience October 1992 - January 2000
Job Equity Investment Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management November 2010 - Present
Aberdeen Asset Management January 2006 - November 2010
Eagle Asset Management February 2000 - December 2005
Raymond James October 1992 - January 2000
Eagle Asset Management September 1990 - September 1992
Skills
Equities, Portfolio Management
Education
The University of Chicago 1996 — 1999
MBA, Accounting, Finance
University of South Florida 1988 — 1990
BA, Finance, Economics
Aberdeen Asset Management November 2010 - Present
Aberdeen Asset Management January 2006 - November 2010
Eagle Asset Management February 2000 - December 2005
Raymond James October 1992 - January 2000
Eagle Asset Management September 1990 - September 1992
Skills
Equities, Portfolio Management
Education
The University of Chicago 1996 — 1999
MBA, Accounting, Finance
University of South Florida 1988 — 1990
BA, Finance, Economics
Jordan Warner's Raymond James Experience January 2012 - December 2012
Job Software Engineer at Tata Consultancy Services
Industry Information Technology and Services
Experience
Tata Consultancy Services February 2013 - Present
Raymond James Financial Inc. April 2012 - December 2012
Raymond James January 2012 - December 2012
Skills
Java, Programming, Powershell, C#, ASP.NET, Microsoft SQL Server, J2EE Application..., CSS
Education
University of South Florida 2010 — 2013
Bachelor of Science (B.S.), Management Information Systems, General
University of South Florida 2009 — 2012
Bachelor of Science, MIS
Tata Consultancy Services February 2013 - Present
Raymond James Financial Inc. April 2012 - December 2012
Raymond James January 2012 - December 2012
Skills
Java, Programming, Powershell, C#, ASP.NET, Microsoft SQL Server, J2EE Application..., CSS
Education
University of South Florida 2010 — 2013
Bachelor of Science (B.S.), Management Information Systems, General
University of South Florida 2009 — 2012
Bachelor of Science, MIS
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS