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
Matthew Costello Matthew Costello's Raymond James Experience January 2008 - October 2011
Job Financial Advisor at Costello Investment Advisor
Industry Financial Services
Experience
Costello Investment Advisor December 2012 - Present
CVPartners February 2012 - January 2013
The Mergis Group October 2011 - January 2012
Raymond James January 2008 - October 2011
Robert Half Management Resources September 2004 - December 2007
McMorgan & Company July 2004 - September 2004
Fremont Investment Advisors June 1998 - December 2003
Skills
401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., Insurance, Financial Services
Education
St. Mary's College of California 1995 — 1998
BS, Finance
California Polytechnic State University-San Luis Obispo 1993 — 1995
Bachelor of Science (BS), Economics
Monte Vista 1989 — 1993
Costello Investment Advisor December 2012 - Present
CVPartners February 2012 - January 2013
The Mergis Group October 2011 - January 2012
Raymond James January 2008 - October 2011
Robert Half Management Resources September 2004 - December 2007
McMorgan & Company July 2004 - September 2004
Fremont Investment Advisors June 1998 - December 2003
Skills
401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., Insurance, Financial Services
Education
St. Mary's College of California 1995 — 1998
BS, Finance
California Polytechnic State University-San Luis Obispo 1993 — 1995
Bachelor of Science (BS), Economics
Monte Vista 1989 — 1993
Crystal M. Atkinson Crystal M. Atkinson's Raymond James Experience April 2006 - July 2006
Job Experienced Meeting/Event Coordinator, Marketing Communications Specialist, Grant Budget Manager and Project Coordinator
Industry Nonprofit Organization Management
Experience
Maker Of The Home Designs June 2015 - Present
Ava Anderson Non Toxic October 2014 - Present
MCAS New River OSC June 2014 - Present
MCAS New River OSC June 2013 - May 2014
MCAS New River OSC June 2012 - May 2013
Greater Columbus Georgia Chamber of Commerce July 2008 - February 2011
Project STEADI March 2008 - October 2009
Raymond James April 2006 - July 2006
Aflac January 1998 - February 2006
Skills
Strategic Planning, Leadership, Customer Service, Public Relations, Event Planning, Project Planning, Social Media, Nonprofits, Training, Facebook, Budgets, Human Resources, Communication
Education
Columbus State University
BBA, Marketing, Business Marketing
Maker Of The Home Designs June 2015 - Present
Ava Anderson Non Toxic October 2014 - Present
MCAS New River OSC June 2014 - Present
MCAS New River OSC June 2013 - May 2014
MCAS New River OSC June 2012 - May 2013
Greater Columbus Georgia Chamber of Commerce July 2008 - February 2011
Project STEADI March 2008 - October 2009
Raymond James April 2006 - July 2006
Aflac January 1998 - February 2006
Skills
Strategic Planning, Leadership, Customer Service, Public Relations, Event Planning, Project Planning, Social Media, Nonprofits, Training, Facebook, Budgets, Human Resources, Communication
Education
Columbus State University
BBA, Marketing, Business Marketing
W. Barton Close W. Barton Close's Raymond James Experience July 2005 - Present
Job CFP®, Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James July 2005 - Present
AG Edwards & Sons April 1991 - July 2005
Prudential Securities April 1985 - April 1991
Skills
Financial Advisory, Investments, Finance, Strategic Financial..., Securities, Retirement Planning, Wealth Management, Estate Planning, Strategic Planning, Series 7, Financial Planning, Leadership, Retirement, Financial Analysis, Management, Fixed Annuities, Life Insurance, Insurance, Small Business, Investment Advisory, Financial Planners, Mutual Funds, Sales, Budgets, Portfolio Management, Process Improvement, Risk Management, Asset Management, Long-term Care, Marketing, Asset Allocation
Education
College for Financial Planning 1995 — 1997
Certification Professional Education Program
University of Illinois 1981 — 1982
General
Middle Tennessee State University 1976 — 1979
BS, Business Administration
The University of Tennessee at Chattanooga 1977 — 1978
Business
Georgia Institute of Technology 1975 — 1976
Engineering
Baylor
Raymond James July 2005 - Present
AG Edwards & Sons April 1991 - July 2005
Prudential Securities April 1985 - April 1991
Skills
Financial Advisory, Investments, Finance, Strategic Financial..., Securities, Retirement Planning, Wealth Management, Estate Planning, Strategic Planning, Series 7, Financial Planning, Leadership, Retirement, Financial Analysis, Management, Fixed Annuities, Life Insurance, Insurance, Small Business, Investment Advisory, Financial Planners, Mutual Funds, Sales, Budgets, Portfolio Management, Process Improvement, Risk Management, Asset Management, Long-term Care, Marketing, Asset Allocation
Education
College for Financial Planning 1995 — 1997
Certification Professional Education Program
University of Illinois 1981 — 1982
General
Middle Tennessee State University 1976 — 1979
BS, Business Administration
The University of Tennessee at Chattanooga 1977 — 1978
Business
Georgia Institute of Technology 1975 — 1976
Engineering
Baylor
Cindy Richards AAMS® Cindy Richards AAMS®'s Raymond James Experience January 2013 - Present
Job Financial Advisor at Raymond James Helping Clients Navigate Longevity..........
Industry Financial Services
Experience
Raymond James January 2013 - Present
Custom Fit Bra Company 2012 - 2013
Family Financial Planners July 2006 - December 2012
Financial Services May 1990 - June 2006
Skills
Wealth Management, Retirement, Portfolio Management, Asset Allocation, Asset Management, Equities, IRAs, Life Insurance, 401k, Financial Analysis, Alternative Investments, Wealth, Fixed Income, Bonds, Financial Planners, Series 65
Education
College for Financial Planning 2013 — 2013
'Accredited Asset Management Specialist - AAMS', Financial Planning and Services
Casper College 1975 — 1976
Accounting/Bookeeping
Buffalo High School 1972 — 1975
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Raymond James January 2013 - Present
Custom Fit Bra Company 2012 - 2013
Family Financial Planners July 2006 - December 2012
Financial Services May 1990 - June 2006
Skills
Wealth Management, Retirement, Portfolio Management, Asset Allocation, Asset Management, Equities, IRAs, Life Insurance, 401k, Financial Analysis, Alternative Investments, Wealth, Fixed Income, Bonds, Financial Planners, Series 65
Education
College for Financial Planning 2013 — 2013
'Accredited Asset Management Specialist - AAMS', Financial Planning and Services
Casper College 1975 — 1976
Accounting/Bookeeping
Buffalo High School 1972 — 1975
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jill E. Ravitz Jill E. Ravitz's Raymond James Experience June 1996 - December 1996
Job Implementation Manager II NRCC at Ericsson
Industry Financial Services
Experience
Ericsson April 2014 - January 2015
Ericsson July 2013 - April 2014
BJ Burns Incorporated December 2012 - July 2013
Incapital May 2012 - August 2012
Integrity Life - Western & Southern Financial Group April 2010 - April 2011
Nationwide Financial January 2008 - December 2009
Principal Funds Distributor Inc. (purchased WM Group of Funds) January 2003 - December 2007
Morgan Stanley Dean Witter April 1997 - December 2002
Mesirow Financial January 1997 - March 1997
Raymond James June 1996 - December 1996
Skills
Bloomberg, Licensing, PeopleSoft, Lotus Notes, Software, Mutual Funds, Concur, Series 63, Fixed Annuities, Investments, Retirement Planning, Securities, 401k, Wealth Management, Strategic Financial..., Maps, Retirement, Financial Advisory, Asset Allocation, Asset Managment, Asset Management, CRM
Education
Broward Community College 1992 — 1995
Finance and Business
Ericsson April 2014 - January 2015
Ericsson July 2013 - April 2014
BJ Burns Incorporated December 2012 - July 2013
Incapital May 2012 - August 2012
Integrity Life - Western & Southern Financial Group April 2010 - April 2011
Nationwide Financial January 2008 - December 2009
Principal Funds Distributor Inc. (purchased WM Group of Funds) January 2003 - December 2007
Morgan Stanley Dean Witter April 1997 - December 2002
Mesirow Financial January 1997 - March 1997
Raymond James June 1996 - December 1996
Skills
Bloomberg, Licensing, PeopleSoft, Lotus Notes, Software, Mutual Funds, Concur, Series 63, Fixed Annuities, Investments, Retirement Planning, Securities, 401k, Wealth Management, Strategic Financial..., Maps, Retirement, Financial Advisory, Asset Allocation, Asset Managment, Asset Management, CRM
Education
Broward Community College 1992 — 1995
Finance and Business
Garth A. Williams, MBA, CFP® Garth A. Williams, MBA, CFP®'s Raymond James Experience 1997 - 2006
Job Owner, Honu Wealth Management
Industry Financial Services
Experience
Honu Wealth Management 2007 - Present
Hanvey Financial 2002 - 2006
Raymond James 1997 - 2006
American Express Financial Advisors 1994 - 1997
LSI Logic 1989 - 1994
Integrated Device Technology Inc 1987 - 1989
Skills
Management, Investments, Finance, Product Management, Wealth Management, Retirement Planning, Product Marketing, Start-ups, 401k, Estate Planning
Education
College for Financial Planning 2000 — 2001
CFP
Santa Clara University - Leavey School of Business 1990 — 1992
MBA
University of the Pacific 1981 — 1986
BSEE
Honu Wealth Management 2007 - Present
Hanvey Financial 2002 - 2006
Raymond James 1997 - 2006
American Express Financial Advisors 1994 - 1997
LSI Logic 1989 - 1994
Integrated Device Technology Inc 1987 - 1989
Skills
Management, Investments, Finance, Product Management, Wealth Management, Retirement Planning, Product Marketing, Start-ups, 401k, Estate Planning
Education
College for Financial Planning 2000 — 2001
CFP
Santa Clara University - Leavey School of Business 1990 — 1992
MBA
University of the Pacific 1981 — 1986
BSEE
Amy Manley Amy Manley's Raymond James Experience July 2014 - Present
Job Multifaceted professional with genuine personal integrity. I practice a customercentric focus.
Industry Financial Services
Experience
Raymond James July 2014 - Present
Clear Choice Shutters April 2013 - June 2014
Community Wealth Management April 2013 - January 2014
Edward Jones July 2012 - February 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Series 7, Public Speaking, Strategic Planning, Financial Advisory, Retirement Planning, Insurance, Mutual Funds, Budgets, Investment Advisory, Wealth Management, Research, Strategic Financial..., IRAs, Saving for Education, 401k Rollovers, Financial Planning, PowerPoint, English, Windows, Outlook, Photoshop, Series 66, Variable Annuities, Finance
Education
Cornell University 1979 — 1983
Bachelor of Science (BS), Finance ALS
Cornell University 1979 — 1983
Bachelor's degree, Agricultural Economics
Raymond James July 2014 - Present
Clear Choice Shutters April 2013 - June 2014
Community Wealth Management April 2013 - January 2014
Edward Jones July 2012 - February 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Series 7, Public Speaking, Strategic Planning, Financial Advisory, Retirement Planning, Insurance, Mutual Funds, Budgets, Investment Advisory, Wealth Management, Research, Strategic Financial..., IRAs, Saving for Education, 401k Rollovers, Financial Planning, PowerPoint, English, Windows, Outlook, Photoshop, Series 66, Variable Annuities, Finance
Education
Cornell University 1979 — 1983
Bachelor of Science (BS), Finance ALS
Cornell University 1979 — 1983
Bachelor's degree, Agricultural Economics
Mark H. Pearce, MBA, CFP® Mark H. Pearce, MBA, CFP®'s Raymond James Experience February 2009 - Present
Job Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2009 - Present
Wachovia Securities, LLC May 2007 - February 2009
A.G. Edwards & Sons, Inc. December 1995 - April 2007
United Parcel Service, Inc. December 1987 - August 1995
Allied Signal Corp January 1981 - January 1987
Firestone Tire & Rubber Company June 1978 - January 1981
Skills
Series 7
Education
College for Financial Planning 1996 — 1999
CFP, Certified Financial Planner
University of Richmond - Robins School of Business 1981 — 1985
MBA, Finance
University of Florida 1977 — 1978
BS, Chemistry
University of South Florida 1974 — 1977
BA, Biology
Palm Beach Gardens HS 1971 — 1974
Raymond James February 2009 - Present
Wachovia Securities, LLC May 2007 - February 2009
A.G. Edwards & Sons, Inc. December 1995 - April 2007
United Parcel Service, Inc. December 1987 - August 1995
Allied Signal Corp January 1981 - January 1987
Firestone Tire & Rubber Company June 1978 - January 1981
Skills
Series 7
Education
College for Financial Planning 1996 — 1999
CFP, Certified Financial Planner
University of Richmond - Robins School of Business 1981 — 1985
MBA, Finance
University of Florida 1977 — 1978
BS, Chemistry
University of South Florida 1974 — 1977
BA, Biology
Palm Beach Gardens HS 1971 — 1974
Alicia Malik Alicia Malik's Raymond James Experience August 2009 - June 2014
Job AVP Attorney at Envestnet
Industry Legal Services
Experience
Envestnet, Inc June 2015 - Present
PatientPoint® June 2014 - June 2015
Raymond James August 2009 - June 2014
Smith Barney January 2006 - August 2009
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2011 — 2014
Doctor of Law (J.D.), Business Law Certificate
Loyola University Chicago 2004 — 2008
BBA, Finance & International Business
Envestnet, Inc June 2015 - Present
PatientPoint® June 2014 - June 2015
Raymond James August 2009 - June 2014
Smith Barney January 2006 - August 2009
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2011 — 2014
Doctor of Law (J.D.), Business Law Certificate
Loyola University Chicago 2004 — 2008
BBA, Finance & International Business
Jenn Lisak's Raymond James Experience August 2009 - December 2009
Job Implementing content strategies and creating conversions for our marketing tech clients at DK New Media.
Industry Marketing and Advertising
Experience
DK New Media May 2011 - Present
Fusework Studios June 2010 - April 2011
TF Publishing January 2010 - May 2010
Jenn Lisak January 2010 - May 2010
Raymond James August 2009 - December 2009
Finish Line Strategy Project August 2009 - December 2009
Arnold Financial Group September 2008 - August 2009
All the Rage January 2008 - May 2008
Indiana University Northwest June 2002 - August 2005
Skills
Campaigns, Interactive Marketing, Media Planning, Proposal Writing, Social Media Marketing, Cold Calling, Organizational Structure, Salesforce.com, Public Speaking, Social Media, Marketing, Blogging, Online Advertising, Public Relations, Marketing Communications, Facebook, Email Marketing, Event Planning, Social Networking, Marketing Strategy, Online Marketing, SEO, Digital Marketing, Advertising, Press Releases, Integrated Marketing, Strategy, Web Design, Content Strategy, Competitive Analysis, Web Content, Market Research, Content Management, Web Content Management, Web Content Creation, Lead Generation, Strategic Content..., Sales
Education
Butler University 2006 — 2010
BSBA, Marketing
DK New Media May 2011 - Present
Fusework Studios June 2010 - April 2011
TF Publishing January 2010 - May 2010
Jenn Lisak January 2010 - May 2010
Raymond James August 2009 - December 2009
Finish Line Strategy Project August 2009 - December 2009
Arnold Financial Group September 2008 - August 2009
All the Rage January 2008 - May 2008
Indiana University Northwest June 2002 - August 2005
Skills
Campaigns, Interactive Marketing, Media Planning, Proposal Writing, Social Media Marketing, Cold Calling, Organizational Structure, Salesforce.com, Public Speaking, Social Media, Marketing, Blogging, Online Advertising, Public Relations, Marketing Communications, Facebook, Email Marketing, Event Planning, Social Networking, Marketing Strategy, Online Marketing, SEO, Digital Marketing, Advertising, Press Releases, Integrated Marketing, Strategy, Web Design, Content Strategy, Competitive Analysis, Web Content, Market Research, Content Management, Web Content Management, Web Content Creation, Lead Generation, Strategic Content..., Sales
Education
Butler University 2006 — 2010
BSBA, Marketing
Richard Karp Richard Karp's Raymond James Experience January 2010 - July 2015
Job Vice President of Investments at Moors & Cabot
Industry Financial Services
Experience
Moors & Cabot August 2015 - Present
Raymond James January 2010 - July 2015
RBC Capital Markets/RBC Professional Traders Group May 2006 - July 2009
Savvytrader, Inc. November 1996 - April 2006
Raymond James March 1994 - November 1996
Dean Witter Reynolds March 1989 - March 1994
Education
Bucknell University 1982 — 1986
Business Management, Finance
Moors & Cabot August 2015 - Present
Raymond James January 2010 - July 2015
RBC Capital Markets/RBC Professional Traders Group May 2006 - July 2009
Savvytrader, Inc. November 1996 - April 2006
Raymond James March 1994 - November 1996
Dean Witter Reynolds March 1989 - March 1994
Education
Bucknell University 1982 — 1986
Business Management, Finance
William Prebel William Prebel's Raymond James Experience April 2003 - January 2007
Job Vice President, Investment Advisor, PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management January 2007 - Present
National City Bank 2007 - 2010
Raymond James April 2003 - January 2007
KeyBank 1993 - 2003
Skills
Asset allocation and..., Public Speaking, Investments, Wealth Management, Investment Strategies, Wealth, Asset Allocation, Asset Management, Retirement Planning, Wealth Management..., Sales, Investment Advisory
Education
Cleveland State University 1980 — 1986
Bachelor of Business Administration (BBA)
PNC Wealth Management January 2007 - Present
National City Bank 2007 - 2010
Raymond James April 2003 - January 2007
KeyBank 1993 - 2003
Skills
Asset allocation and..., Public Speaking, Investments, Wealth Management, Investment Strategies, Wealth, Asset Allocation, Asset Management, Retirement Planning, Wealth Management..., Sales, Investment Advisory
Education
Cleveland State University 1980 — 1986
Bachelor of Business Administration (BBA)
Sheila Kittle's Raymond James Experience April 1994 - September 2003
Job Travel Manager at The Home Depot
Industry Management Consulting
Experience
The Home Depot August 2012 - Present
Advito March 2008 - Present
Raymond James April 1994 - September 2003
Skills
Contract Negotiations, Account Management, Strategic Planning, Customer Relations, Project Management, New Business Development, Forecasting, Contract Negotiation, Negotiation, Travel Management, Strategy, Sales, Vendor Management, Change Management, CRM, Customer Service, Sales Management, Management, Management Consulting, Business Planning, Marketing, Business Development, Leadership, Process Improvement, Tourism, Marketing Strategy, Business Strategy, Team Building, Budgets, Procurement, Salesforce.com, Program Management, Hospitality, Event Management
Education
Cornell University 1999 — 2001
CCTE, Corporate Travel Management
St. Petersburg College 1980 — 1984
Business Administration and Management, General
The Home Depot August 2012 - Present
Advito March 2008 - Present
Raymond James April 1994 - September 2003
Skills
Contract Negotiations, Account Management, Strategic Planning, Customer Relations, Project Management, New Business Development, Forecasting, Contract Negotiation, Negotiation, Travel Management, Strategy, Sales, Vendor Management, Change Management, CRM, Customer Service, Sales Management, Management, Management Consulting, Business Planning, Marketing, Business Development, Leadership, Process Improvement, Tourism, Marketing Strategy, Business Strategy, Team Building, Budgets, Procurement, Salesforce.com, Program Management, Hospitality, Event Management
Education
Cornell University 1999 — 2001
CCTE, Corporate Travel Management
St. Petersburg College 1980 — 1984
Business Administration and Management, General
Todd Cramer Todd Cramer's Raymond James Experience January 1993 - December 1999
Job President/Owner, Johnstone Supply
Industry Wholesale
Experience
RFC Company dba Johnstone Supply 2000 - Present
RFC Company dba Johnstone Supply January 2001 - January 2009
Raymond James January 1993 - December 1999
Skills
Sales Management, Wholesale, New Business Development, Account Management, Sales, Strategic Planning, Purchasing, Sales Operations, Team Building, Customer Service, Forecasting, Inventory Management, Marketing Strategy, Time Management, Income Statement, Team Leadership, Pricing, Business Strategy, Profit, B2B, Market Planning, Selling, Supply Chain, Cold Calling, Contract Negotiation, Start-ups, Business Development, Merchandising, Inventory Control, Marketing, Budgets, Leadership, Management, Business Planning, Sales Process, Operations Management, Key Account Management, Training, Negotiation, Product Development, Retail, Logistics, P&L Management, Process Improvement, Direct Sales, Sales Presentations, Supply Chain Management, Change Management, Product Marketing, Customer Satisfaction
Education
Clemson University 1988 — 1992
BS, Accounting
Bearden High School 1984 — 1988
High School Diploma
RFC Company dba Johnstone Supply 2000 - Present
RFC Company dba Johnstone Supply January 2001 - January 2009
Raymond James January 1993 - December 1999
Skills
Sales Management, Wholesale, New Business Development, Account Management, Sales, Strategic Planning, Purchasing, Sales Operations, Team Building, Customer Service, Forecasting, Inventory Management, Marketing Strategy, Time Management, Income Statement, Team Leadership, Pricing, Business Strategy, Profit, B2B, Market Planning, Selling, Supply Chain, Cold Calling, Contract Negotiation, Start-ups, Business Development, Merchandising, Inventory Control, Marketing, Budgets, Leadership, Management, Business Planning, Sales Process, Operations Management, Key Account Management, Training, Negotiation, Product Development, Retail, Logistics, P&L Management, Process Improvement, Direct Sales, Sales Presentations, Supply Chain Management, Change Management, Product Marketing, Customer Satisfaction
Education
Clemson University 1988 — 1992
BS, Accounting
Bearden High School 1984 — 1988
High School Diploma
Marci Fenneman Moore, CFP®, AAMS®, MBA's Raymond James Experience May 2012 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James May 2012 - Present
Brightpoint October 2010 - March 2012
Brightpoint January 2005 - September 2010
Brightpoint June 2003 - December 2004
ExactTarget September 2002 - December 2002
Vectren Corporation June 2002 - August 2002
Education
Butler University - College of Business Administration 2007 — 2010
MBA, Business Administration, Marketing
Butler University 1999 — 2003
B.S., Business Administration, Marketing
Evansville Central High School 1995 — 1999
Academic Honors Diploma
Raymond James May 2012 - Present
Brightpoint October 2010 - March 2012
Brightpoint January 2005 - September 2010
Brightpoint June 2003 - December 2004
ExactTarget September 2002 - December 2002
Vectren Corporation June 2002 - August 2002
Education
Butler University - College of Business Administration 2007 — 2010
MBA, Business Administration, Marketing
Butler University 1999 — 2003
B.S., Business Administration, Marketing
Evansville Central High School 1995 — 1999
Academic Honors Diploma
Michael Shapiro Michael Shapiro's Raymond James Experience May 2008 - August 2008
Job MBA Candidate at Columbia Business School
Industry Venture Capital & Private Equity
Experience
Ballast Point Ventures August 2013 - July 2015
SunTrust Robinson Humphrey June 2011 - July 2013
Wall Street Oasis January 2009 - April 2011
Gator Growl December 2009 - October 2010
Raymond James May 2008 - August 2008
University of Florida August 2007 - December 2007
Skills
Investment Banking, Marketing, Series 7, Capital Markets, Mergers & Acquisitions, Management, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Private Equity
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of Florida - Warrington College of Business Administration 2010 — 2011
Master of Arts, International Business
University of Florida - Warrington College Of Business 2006 — 2010
Finance, Real Estate
Ballast Point Ventures August 2013 - July 2015
SunTrust Robinson Humphrey June 2011 - July 2013
Wall Street Oasis January 2009 - April 2011
Gator Growl December 2009 - October 2010
Raymond James May 2008 - August 2008
University of Florida August 2007 - December 2007
Skills
Investment Banking, Marketing, Series 7, Capital Markets, Mergers & Acquisitions, Management, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Private Equity
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of Florida - Warrington College of Business Administration 2010 — 2011
Master of Arts, International Business
University of Florida - Warrington College Of Business 2006 — 2010
Finance, Real Estate
Josh Sankes, AWMA®, CDFA™ Josh Sankes, AWMA®, CDFA™'s Raymond James Experience April 2005 - Present
Job Vice President of Investments | Advanced Divorce Financial Analyst | Investment Management Consultant Raymond James
Industry Financial Services
Experience
Raymond James April 2005 - Present
Hand & Stone Massage and Facial Spa Sarasota June 2014 - Present
Various Basketball teams June 2001 - March 2005
Skills
Wealth Management, Asset Managment, Life Insurance, Annuities, Long Term Care Insurance, Disability Insurance, 401k, IRAs, Securities, Series 7, Financial Advisory, Portfolio Management, Tax-advantaged..., Retirement Planning, Investment Advisory, Estate Planning, Alternative Investments, IRA Rollovers, 401k Rollovers, Series 65, Series 63, Financial Services, Strategic Financial..., Fixed Annuities, Asset Management, High Net Worth..., Investments, Wealth Management..., Trust Services
Education
College of the Holy Cross 1998 — 2001
Economics and Sociology, economics, international finance
Rutgers University-New Brunswick 1996 — 1998
Business, Economics/Business
Raymond James April 2005 - Present
Hand & Stone Massage and Facial Spa Sarasota June 2014 - Present
Various Basketball teams June 2001 - March 2005
Skills
Wealth Management, Asset Managment, Life Insurance, Annuities, Long Term Care Insurance, Disability Insurance, 401k, IRAs, Securities, Series 7, Financial Advisory, Portfolio Management, Tax-advantaged..., Retirement Planning, Investment Advisory, Estate Planning, Alternative Investments, IRA Rollovers, 401k Rollovers, Series 65, Series 63, Financial Services, Strategic Financial..., Fixed Annuities, Asset Management, High Net Worth..., Investments, Wealth Management..., Trust Services
Education
College of the Holy Cross 1998 — 2001
Economics and Sociology, economics, international finance
Rutgers University-New Brunswick 1996 — 1998
Business, Economics/Business
Andy Read, CFA Andy Read, CFA's Raymond James Experience January 2005 - Present
Job Due Diligence Manager at Raymond James
Industry Financial Services
Experience
Raymond James January 2005 - Present
Franklin Templeton Investments June 2003 - January 2005
Skills
Investments, Series 63, Capital Markets, Series 7, Due Diligence, Mutual Funds, Asset Allocation, Microsoft Excel, Investment Strategies, Alternative Investments, Wealth Management, Investment Management, Asset Management, Fixed Income, Equities, Portfolio Management
Education
Cornell University 1999 — 2003
B.S., Applied Economics and Management
Raymond James January 2005 - Present
Franklin Templeton Investments June 2003 - January 2005
Skills
Investments, Series 63, Capital Markets, Series 7, Due Diligence, Mutual Funds, Asset Allocation, Microsoft Excel, Investment Strategies, Alternative Investments, Wealth Management, Investment Management, Asset Management, Fixed Income, Equities, Portfolio Management
Education
Cornell University 1999 — 2003
B.S., Applied Economics and Management
Tamara (Tami) Lee Tamara (Tami) Lee's Raymond James Experience February 2015 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2015 - Present
Raymond James February 2010 - January 2015
KB Toys July 2006 - December 2008
KB Toys September 1999 - April 2001
KB Toys January 1998 - September 1999
KB Toys October 1996 - January 1998
KB Toys July 1995 - October 1996
Education
Western New England University 1994 — 1996
MBA, General Business
Bryant University 1988 — 1990
BS, Finance
Raymond James February 2015 - Present
Raymond James February 2010 - January 2015
KB Toys July 2006 - December 2008
KB Toys September 1999 - April 2001
KB Toys January 1998 - September 1999
KB Toys October 1996 - January 1998
KB Toys July 1995 - October 1996
Education
Western New England University 1994 — 1996
MBA, General Business
Bryant University 1988 — 1990
BS, Finance
Mike Fager, CFP® Mike Fager, CFP®'s Raymond James Experience May 2005 - Present
Job Vice President, Investments
Industry Financial Services
Experience
Raymond James May 2005 - Present
RBC Wealth Management August 2001 - May 2005
Raymond James January 1997 - August 2001
COUNTRY ® Financial June 1979 - January 1997
Education
Carthage College 1970 — 1974
Bachelor of Arts (B.A.), Biology, General
Raymond James May 2005 - Present
RBC Wealth Management August 2001 - May 2005
Raymond James January 1997 - August 2001
COUNTRY ® Financial June 1979 - January 1997
Education
Carthage College 1970 — 1974
Bachelor of Arts (B.A.), Biology, General
Carol Masone Carol Masone's Raymond James Experience October 2007 - November 2011
Job Chase Private Client/Sales & Servce Assoc. at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2011 - Present
Raymond James October 2007 - November 2011
Florida Nannies & Domestics January 1996 - August 2007
Skills
Series 7, Uniform Combined State..., Series 63, Mutual Funds, Wealth Management, Securities, Retirement Planning, Asset Allocation, Equities, Investments, Bloomberg, FINRA, 401k, Asset Managment, Series 24, Financial Advisory, Series 6, Investment Strategies, Portfolio Management, Retirement
Education
Brooklyn College 1974 — 1977
Associate of Arts and Sciences (AAS), Counseling Psychology
JPMorgan Chase November 2011 - Present
Raymond James October 2007 - November 2011
Florida Nannies & Domestics January 1996 - August 2007
Skills
Series 7, Uniform Combined State..., Series 63, Mutual Funds, Wealth Management, Securities, Retirement Planning, Asset Allocation, Equities, Investments, Bloomberg, FINRA, 401k, Asset Managment, Series 24, Financial Advisory, Series 6, Investment Strategies, Portfolio Management, Retirement
Education
Brooklyn College 1974 — 1977
Associate of Arts and Sciences (AAS), Counseling Psychology
Colton Wetherwax Colton Wetherwax's Raymond James Experience March 2010 - December 2011
Job Utilities & Power Analyst at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets March 2015 - Present
KeyBank March 2014 - March 2015
KeyBank July 2012 - March 2014
Johnson Student Investment Counsel June 2011 - June 2012
Raymond James March 2010 - December 2011
Skills
Finance, Portfolio Management, Financial Modeling, Credit Risk
Education
Cleveland State University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Cincinnati College of Business 2008 — 2012
Bachelor of Business Administration, Finance, International Business
ESC Toulouse 2012 — 2012
Study Abroad, International Business
KeyBanc Capital Markets March 2015 - Present
KeyBank March 2014 - March 2015
KeyBank July 2012 - March 2014
Johnson Student Investment Counsel June 2011 - June 2012
Raymond James March 2010 - December 2011
Skills
Finance, Portfolio Management, Financial Modeling, Credit Risk
Education
Cleveland State University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Cincinnati College of Business 2008 — 2012
Bachelor of Business Administration, Finance, International Business
ESC Toulouse 2012 — 2012
Study Abroad, International Business
Bud Kahn's Raymond James Experience 1997 - 2004
Job Chief Advisory Officer and Managing Principal, Wealth Management Strategies, Inc.
Industry Financial Services
Experience
Wealth Management Strategies, Inc. 1994 - Present
Raymond James 1997 - 2004
Mid Atlantic Capital Group, Inc. 1988 - 1994
Ernst & Young 1985 - 1988
PwC September 1976 - September 1979
Skills
Wealth Management, Retirement Planning, Securities, Real Estate, Oil/Gas, Strategic Financial..., Tax Advisory, Estate Planning, Investment Advisory, Alternative Investments, FINRA, Financial Services, Series 7, Finance, IRAs, Wealth Management..., Mutual Funds, Personal Finance, Asset Allocation, Retirement, Financial Advisory, 401k, Investment Management, Series 63, Investment Strategies, Series 24, Asset Management, High Net Worth..., Series 65, Financial Planners, Wealth, Investment Advisory..., ETFs, Separately Managed..., Retirement Plan..., Certified Financial..., Investments, Pensions, Equities, Portfolio Management, Long-term Care, Private Equity, Fixed Income, Tax
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2004
Entrepreneurial Management Program
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1975 — 1976
MBA
University of Pittsburgh 1972 — 1975
BA
Allderdice High School 1968 — 1972
Wealth Management Strategies, Inc. 1994 - Present
Raymond James 1997 - 2004
Mid Atlantic Capital Group, Inc. 1988 - 1994
Ernst & Young 1985 - 1988
PwC September 1976 - September 1979
Skills
Wealth Management, Retirement Planning, Securities, Real Estate, Oil/Gas, Strategic Financial..., Tax Advisory, Estate Planning, Investment Advisory, Alternative Investments, FINRA, Financial Services, Series 7, Finance, IRAs, Wealth Management..., Mutual Funds, Personal Finance, Asset Allocation, Retirement, Financial Advisory, 401k, Investment Management, Series 63, Investment Strategies, Series 24, Asset Management, High Net Worth..., Series 65, Financial Planners, Wealth, Investment Advisory..., ETFs, Separately Managed..., Retirement Plan..., Certified Financial..., Investments, Pensions, Equities, Portfolio Management, Long-term Care, Private Equity, Fixed Income, Tax
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2004
Entrepreneurial Management Program
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1975 — 1976
MBA
University of Pittsburgh 1972 — 1975
BA
Allderdice High School 1968 — 1972
Patrick DeMay, MBA, CRPC Patrick DeMay, MBA, CRPC's Raymond James Experience February 2007 - September 2009
Job Human Resource Business Partner at U.S. Bank (Cleveland, OH Denver, CO Salt Lake City, UT – Minneapolis, MN)
Industry Banking
Experience
US Bank June 2010 - Present
US Bank September 2009 - June 2010
Raymond James February 2007 - September 2009
Raymond James March 2006 - February 2007
Raymond James January 2005 - March 2006
State Farm Insurance May 2004 - January 2005
High Mark Financial March 2003 - May 2004
GEICO June 2002 - March 2003
Florida Department of Children and Families June 2001 - June 2002
Skills
Banking, Brokerage, Human Resources, Insurance, Investments, Retirement Planning, Business Ethics, Leadership, Strategic Planning, Marketing, Sales, SharePoint, Website Development, Non-profit Program..., Mutual Funds, Strategic Financial..., Wealth Management, Sales Management, Employee Relations, Employee Benefits, Performance Management, Strategy, Recruiting, Relationship Management, Management, Employee Training, Talent Acquisition, Employee Engagement, Finance, Financial Services, Personnel Management
Education
HR Certification Institute (HRCI) - In Progress 2015 — 2015
Senior Professional in Human Resources (SPHR®), Human Resources Development
Tiffin University 2011 — 2013
M.B.A. with Strategic Human Resource Concentration, Human Resource Concentration, 3.78
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Retirement Planning
Eckerd College 2003 — 2006
B.A., Business Management
US Bank June 2010 - Present
US Bank September 2009 - June 2010
Raymond James February 2007 - September 2009
Raymond James March 2006 - February 2007
Raymond James January 2005 - March 2006
State Farm Insurance May 2004 - January 2005
High Mark Financial March 2003 - May 2004
GEICO June 2002 - March 2003
Florida Department of Children and Families June 2001 - June 2002
Skills
Banking, Brokerage, Human Resources, Insurance, Investments, Retirement Planning, Business Ethics, Leadership, Strategic Planning, Marketing, Sales, SharePoint, Website Development, Non-profit Program..., Mutual Funds, Strategic Financial..., Wealth Management, Sales Management, Employee Relations, Employee Benefits, Performance Management, Strategy, Recruiting, Relationship Management, Management, Employee Training, Talent Acquisition, Employee Engagement, Finance, Financial Services, Personnel Management
Education
HR Certification Institute (HRCI) - In Progress 2015 — 2015
Senior Professional in Human Resources (SPHR®), Human Resources Development
Tiffin University 2011 — 2013
M.B.A. with Strategic Human Resource Concentration, Human Resource Concentration, 3.78
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Retirement Planning
Eckerd College 2003 — 2006
B.A., Business Management
BriAnna Harris BriAnna Harris's Raymond James Experience September 2015 - Present
Job Relationship Manager at Raymond James
Industry Financial Services
Experience
Raymond James September 2015 - Present
CONEXIS, a division of WageWorks, Inc. November 2014 - September 2015
WageWorks July 2014 - November 2014
Merrill Edge February 2013 - July 2014
JPMorgan Chase October 2012 - February 2013
Raymond James May 2012 - October 2012
Raymond James August 2010 - May 2012
Raymond James October 2008 - August 2010
Raymond James November 2006 - October 2008
Raymond James January 2003 - November 2006
Skills
Program Management, Asset Managment, Strategic Financial..., Management, Investments, Risk Management, Training, Portfolio Management, Financial Services, Series 7, Leadership, Asset Management, Project Management, Process Improvement, Business Process..., Finance, Business Analysis, Mergers & Acquisitions, Analysis, Software Documentation, Banking
Education
University of South Florida 1999 — 2010
BS
Columbia University in the City of New York 2000 — 2000
Summer Study
St. Petersburg College 1996 — 2000
Associate of Arts (AA)
Raymond James September 2015 - Present
CONEXIS, a division of WageWorks, Inc. November 2014 - September 2015
WageWorks July 2014 - November 2014
Merrill Edge February 2013 - July 2014
JPMorgan Chase October 2012 - February 2013
Raymond James May 2012 - October 2012
Raymond James August 2010 - May 2012
Raymond James October 2008 - August 2010
Raymond James November 2006 - October 2008
Raymond James January 2003 - November 2006
Skills
Program Management, Asset Managment, Strategic Financial..., Management, Investments, Risk Management, Training, Portfolio Management, Financial Services, Series 7, Leadership, Asset Management, Project Management, Process Improvement, Business Process..., Finance, Business Analysis, Mergers & Acquisitions, Analysis, Software Documentation, Banking
Education
University of South Florida 1999 — 2010
BS
Columbia University in the City of New York 2000 — 2000
Summer Study
St. Petersburg College 1996 — 2000
Associate of Arts (AA)
Brian Flemmer Brian Flemmer's Raymond James Experience November 2013 - Present
Job Senior Manager, Technology Education at Raymond James
Industry Financial Services
Experience
Raymond James November 2013 - Present
Morgan Keegan April 2011 - November 2013
Morgan Stanley Smith Barney November 2005 - April 2011
Salomon Smith Barney November 1999 - June 2005
Smith Barney November 1997 - November 1999
Wells Fargo Bank February 1996 - November 1997
Skills
FINRA, Series 7, Coaching, Public Speaking, Series 63, Practice Management, Equities, Securities, Wealth Management, Asset Allocation, Leadership, Financial Services, Mutual Funds, Alternative Investments, Retirement Planning, Uniform Combined State..., Investment Advisory, Investments, Portfolio Management, Investment Strategies, Financial Advisory, 401k, Retirement, Investment Management, Wealth Management..., ETFs, Bonds, Fixed Income, High Net Worth..., Finance, Management, Financial Planning, Capital Markets, Financial Analysis, Banking, Relationship Management, Asset Management
Education
Central Washington University 1994 — 1995
BA, Finance
Yakima Valley Community College 1993 — 1994
AAS, Business
Eisenhower High School 1989 — 1993
N/A
Raymond James November 2013 - Present
Morgan Keegan April 2011 - November 2013
Morgan Stanley Smith Barney November 2005 - April 2011
Salomon Smith Barney November 1999 - June 2005
Smith Barney November 1997 - November 1999
Wells Fargo Bank February 1996 - November 1997
Skills
FINRA, Series 7, Coaching, Public Speaking, Series 63, Practice Management, Equities, Securities, Wealth Management, Asset Allocation, Leadership, Financial Services, Mutual Funds, Alternative Investments, Retirement Planning, Uniform Combined State..., Investment Advisory, Investments, Portfolio Management, Investment Strategies, Financial Advisory, 401k, Retirement, Investment Management, Wealth Management..., ETFs, Bonds, Fixed Income, High Net Worth..., Finance, Management, Financial Planning, Capital Markets, Financial Analysis, Banking, Relationship Management, Asset Management
Education
Central Washington University 1994 — 1995
BA, Finance
Yakima Valley Community College 1993 — 1994
AAS, Business
Eisenhower High School 1989 — 1993
N/A
Camp Davis, CFP®'s Raymond James Experience 2010 - Present
Job Vice PresidentInvestments at Raymond James, Private Client Group
Industry Capital Markets
Experience
Raymond James 2010 - Present
SouthTrust - Wachovia - Wells Fargo 1999 - 2010
PaineWebber 1997 - 1999
Skills
Investment Advisory, Wealth Management, Certified Financial..., Wealth Management..., Finance, Investments, Investment Strategies, Financial Advisory, Securities, Retirement Planning
Education
College of Charleston
Bachelor of Science
Raymond James 2010 - Present
SouthTrust - Wachovia - Wells Fargo 1999 - 2010
PaineWebber 1997 - 1999
Skills
Investment Advisory, Wealth Management, Certified Financial..., Wealth Management..., Finance, Investments, Investment Strategies, Financial Advisory, Securities, Retirement Planning
Education
College of Charleston
Bachelor of Science
Joshua Anderson, AIF Joshua Anderson, AIF's Raymond James Experience February 2005 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2005 - Present
RBC Wealth Management June 2001 - February 2005
Education
Carnegie Mellon University 1997 — 2001
BHA, Cognitive Science & Communication Design
Carnegie Mellon University 1997 — 2001
BS, Human Computer Interaction
Holy Ghost Preparatory School 1993 — 1997
Raymond James February 2005 - Present
RBC Wealth Management June 2001 - February 2005
Education
Carnegie Mellon University 1997 — 2001
BHA, Cognitive Science & Communication Design
Carnegie Mellon University 1997 — 2001
BS, Human Computer Interaction
Holy Ghost Preparatory School 1993 — 1997
Karl Borgquist Karl Borgquist's Raymond James Experience October 2008 - September 2009
Job Administrator, Compliance & Corporate Governance Division
Industry Investment Management
Experience
Michigan Dept. of Treasury, Bureau of Investments May 2015 - Present
Michigan Department of Attorney General July 2011 - May 2015
Trott & Trott, PC February 2010 - June 2011
Raymond James October 2008 - September 2009
Ford Motor Company, Office of the General Counsel May 2008 - September 2008
Potestivo & Associates May 2007 - April 2008
Education
Michigan State University - The Eli Broad College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Integrated Management
Thomas M. Cooley Law School 2010 — 2010
Masters of Law, Corporate Law and Finance
Cleveland State University - Cleveland-Marshall College of Law 2004 — 2007
Juris Doctor
Oakland University 2000 — 2004
B.S., Management Information Systems
Michigan Dept. of Treasury, Bureau of Investments May 2015 - Present
Michigan Department of Attorney General July 2011 - May 2015
Trott & Trott, PC February 2010 - June 2011
Raymond James October 2008 - September 2009
Ford Motor Company, Office of the General Counsel May 2008 - September 2008
Potestivo & Associates May 2007 - April 2008
Education
Michigan State University - The Eli Broad College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Integrated Management
Thomas M. Cooley Law School 2010 — 2010
Masters of Law, Corporate Law and Finance
Cleveland State University - Cleveland-Marshall College of Law 2004 — 2007
Juris Doctor
Oakland University 2000 — 2004
B.S., Management Information Systems
Emily Kapes's Raymond James Experience August 2006 - Present
Job Art Collection Curator at Raymond James Financial
Industry Fine Art
Experience
Gasparilla Festival of the Arts October 2006 - Present
Raymond James August 2006 - Present
KB Home 2005 - 2006
Skills
Event Planning, Art, Photoshop, Photography, Event Management, Fundraising, Curating, Public Speaking, Social Media, Press Releases, Fine Art, Nonprofits, Marketing, Public Relations, Newsletters, Blogging, Grant Writing
Education
College of Charleston 1995 — 1999
B.A.s in, Art History and Studio Art
Gasparilla Festival of the Arts October 2006 - Present
Raymond James August 2006 - Present
KB Home 2005 - 2006
Skills
Event Planning, Art, Photoshop, Photography, Event Management, Fundraising, Curating, Public Speaking, Social Media, Press Releases, Fine Art, Nonprofits, Marketing, Public Relations, Newsletters, Blogging, Grant Writing
Education
College of Charleston 1995 — 1999
B.A.s in, Art History and Studio Art
Letoya Abney's Raymond James Experience August 2010 - Present
Job Corporate Action Associate III
Industry Financial Services
Experience
Raymond James August 2010 - Present
Ameriprise Advisor Services Inc. December 2000 - October 2009
H&R Block November 2008 - February 2009
JPMorgan Chase March 1996 - September 1999
Skills
Financial Analysis, Mutual Funds, Accounting, Strategic Financial..., Customer Service, Cash Management, Leadership, Invoicing, Account Reconciliation, Credit, General Ledger, Accounts Payable, Outlook, Data Entry, 10 Key, Microsoft Excel, Accounts Receivable, Employee Training, Financial Planners, Foreign Exchange, Foreign Currency, Dividends, Corporate Actions, Problem Analysis, Problem Solving, Billing Process, SAP R/3, SIS, AS400 system, DTC, XSP, Swift Alliance, Vision
Education
Central Michigan University 2015 — 2017
Master's degree, Business Administration and Management, General
Davenport University 1992 — 1997
Bachelor of Business Administration, Accounting
Raymond James August 2010 - Present
Ameriprise Advisor Services Inc. December 2000 - October 2009
H&R Block November 2008 - February 2009
JPMorgan Chase March 1996 - September 1999
Skills
Financial Analysis, Mutual Funds, Accounting, Strategic Financial..., Customer Service, Cash Management, Leadership, Invoicing, Account Reconciliation, Credit, General Ledger, Accounts Payable, Outlook, Data Entry, 10 Key, Microsoft Excel, Accounts Receivable, Employee Training, Financial Planners, Foreign Exchange, Foreign Currency, Dividends, Corporate Actions, Problem Analysis, Problem Solving, Billing Process, SAP R/3, SIS, AS400 system, DTC, XSP, Swift Alliance, Vision
Education
Central Michigan University 2015 — 2017
Master's degree, Business Administration and Management, General
Davenport University 1992 — 1997
Bachelor of Business Administration, Accounting
Peter K. Hoffman Peter K. Hoffman's Raymond James Experience October 2002 - May 2008
Job Associate at looking for job opportunities
Industry Financial Services
Experience
looking for job opportunities June 2014 - Present
A.P.N.G. Enterprises April 2011 - 2013
Raymond James October 2002 - May 2008
Citigroup Smith Barney 1983 - 2002
Skills
Equities, Investments, Asset Managment, Asset Management, Financial Modeling, Fixed Income, Bonds, Valuation, Mergers & Acquisitions, Alternative Investments, Portfolio Management, Due Diligence, Private Equity, Business Planning, Hedge Funds, Emerging Markets, Securities, Strategic Financial..., Venture Capital, Underwriting, Capital Markets, Corporate Finance, Trading, Series 7, Financial Structuring
Education
Lake Forest College 1974 — 1978
B.A., Economics
Choate Rosemary Hall 1971 — 1974
looking for job opportunities June 2014 - Present
A.P.N.G. Enterprises April 2011 - 2013
Raymond James October 2002 - May 2008
Citigroup Smith Barney 1983 - 2002
Skills
Equities, Investments, Asset Managment, Asset Management, Financial Modeling, Fixed Income, Bonds, Valuation, Mergers & Acquisitions, Alternative Investments, Portfolio Management, Due Diligence, Private Equity, Business Planning, Hedge Funds, Emerging Markets, Securities, Strategic Financial..., Venture Capital, Underwriting, Capital Markets, Corporate Finance, Trading, Series 7, Financial Structuring
Education
Lake Forest College 1974 — 1978
B.A., Economics
Choate Rosemary Hall 1971 — 1974
Dan DeCambra Dan DeCambra's Raymond James Experience August 1987 - Present
Job Senior Vice President, Investments at Raymond James CFP®
Industry
Experience
Raymond James August 1987 - Present
Paine Webber December 1985 - August 1987
Skills
Retirement Planning, Financial Advisory, Investments, Securities, Investment Management, Customer Service, Finance, Public Speaking
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Plan Specialist SM, Employee Benefits
College for Financial Planning 1987 — 1989
CFP®, CERTIFIED FINANCIAL PLANNER TM
Messiah College 1979 — 1983
BS, Business Administration
Raymond James August 1987 - Present
Paine Webber December 1985 - August 1987
Skills
Retirement Planning, Financial Advisory, Investments, Securities, Investment Management, Customer Service, Finance, Public Speaking
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Plan Specialist SM, Employee Benefits
College for Financial Planning 1987 — 1989
CFP®, CERTIFIED FINANCIAL PLANNER TM
Messiah College 1979 — 1983
BS, Business Administration
J Scott Thompson, CFP®, CRPC®'s Raymond James Experience April 2009 - Present
Job Vice President, Investments Forrest Thompson Wealth Management of Raymond James
Industry Investment Management
Experience
Raymond James April 2009 - Present
Merrill Lynch January 2006 - March 2009
Merrill Lynch July 2002 - December 2005
Merrill Lynch June 2000 - June 2002
Education
Raymond James Institute of Investment Managment Consulting 2010 — 2010
IInvestment Management Consultant, Investment Management Consulting
College for Financial Planning 2007 — 2007
CRPC®, CHARTERED RETIREMENT PLANNING COUNSELOR™
Financial Planning Board of Standards, Inc 2003 — 2005
CFP®, CERTIFIED FINANCIAL PLANNER™ practitioner
Clemson University - College of Business and Behavioral Science 1995 — 1999
Bachelor of Science, Marketing
Raymond James April 2009 - Present
Merrill Lynch January 2006 - March 2009
Merrill Lynch July 2002 - December 2005
Merrill Lynch June 2000 - June 2002
Education
Raymond James Institute of Investment Managment Consulting 2010 — 2010
IInvestment Management Consultant, Investment Management Consulting
College for Financial Planning 2007 — 2007
CRPC®, CHARTERED RETIREMENT PLANNING COUNSELOR™
Financial Planning Board of Standards, Inc 2003 — 2005
CFP®, CERTIFIED FINANCIAL PLANNER™ practitioner
Clemson University - College of Business and Behavioral Science 1995 — 1999
Bachelor of Science, Marketing
Mark Hines Mark Hines's Raymond James Experience July 1999 - November 2004
Job Hines Capital Group
Industry Investment Management
Experience
Hines Capital Group 2005 - Present
Raymond James July 1999 - November 2004
Perkins, Smart and Boyd, Inc. March 1996 - July 1999
Dain Bosworth May 1992 - January 1996
Block Asset Management 1986 - 1990
Skills
Investments, Financial Analysis, Budgeting, Customer Service, Sales Management, Financial Planning, Insurance, New Business Development, Portfolio Management, Asset Management, Mutual Funds, Retirement Planning, Small Business, Real Estate, Compliance, Account Management
Education
Central Methodist College
William Jewell College
B.S., Business Management
Hines Capital Group 2005 - Present
Raymond James July 1999 - November 2004
Perkins, Smart and Boyd, Inc. March 1996 - July 1999
Dain Bosworth May 1992 - January 1996
Block Asset Management 1986 - 1990
Skills
Investments, Financial Analysis, Budgeting, Customer Service, Sales Management, Financial Planning, Insurance, New Business Development, Portfolio Management, Asset Management, Mutual Funds, Retirement Planning, Small Business, Real Estate, Compliance, Account Management
Education
Central Methodist College
William Jewell College
B.S., Business Management
Michael D. Wagner, CFP® Michael D. Wagner, CFP®'s Raymond James Experience April 2013 - Present
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James April 2013 - Present
Robert W. Baird & Co. June 2000 - April 2013
Skills
Financial Advisory, Strategic Planning, SaaS
Education
College for Financial Planning 2004 — 2007
M.S., Personal Financial Planning
Southern Illinois University, Carbondale 1983 — 1987
B.A., Communications, Business
East Richland High School
East Richland High School
Raymond James April 2013 - Present
Robert W. Baird & Co. June 2000 - April 2013
Skills
Financial Advisory, Strategic Planning, SaaS
Education
College for Financial Planning 2004 — 2007
M.S., Personal Financial Planning
Southern Illinois University, Carbondale 1983 — 1987
B.A., Communications, Business
East Richland High School
East Richland High School
Eric Flynn Eric Flynn's Raymond James Experience 2012 - 2013
Job Financial services and information technology professional looking for new opportunities
Industry Financial Services
Experience
Raymond James 2012 - 2013
Raymond James Financial Inc. 2007 - 2012
Raymond James Financial Inc. 2006 - 2007
Human Resource Designs, Inc. 2004 - 2006
Skills
Portfolio Application..., Web Design, Application Analyst, Series 7, Series 24, Series 63, Project Leadership, Network Troubleshooting, Software Installation, Hardware Set-Up, Client Service, Graphic Design, Quality Assurance, Data Analysis, Training, Reporting, Presentations, Dreamweaver, Microsoft CRM, Albridge Wealth..., Access Database, Flash Animation, Illustrator, Adobe Fireworks, Morningstar, PowerPoint, Technical Support, CRM, Financial Services, Software Documentation, Consulting, Visio, SharePoint, Access, Personal Financial..., Management, Portfolio Management, Investments, Leadership, Active Directory, Troubleshooting, Program Management, Mutual Funds, Securities, Business Analysis, Asset Allocation, Asset Management, Vendor Management, Retirement Planning, Retirement
Education
College for Financial Planning
RP, Registered Paraplanner
University of South Florida
Msss Communications and Public Relations
Brevard Community College
Associate of Arts (A.A.)
Raymond James 2012 - 2013
Raymond James Financial Inc. 2007 - 2012
Raymond James Financial Inc. 2006 - 2007
Human Resource Designs, Inc. 2004 - 2006
Skills
Portfolio Application..., Web Design, Application Analyst, Series 7, Series 24, Series 63, Project Leadership, Network Troubleshooting, Software Installation, Hardware Set-Up, Client Service, Graphic Design, Quality Assurance, Data Analysis, Training, Reporting, Presentations, Dreamweaver, Microsoft CRM, Albridge Wealth..., Access Database, Flash Animation, Illustrator, Adobe Fireworks, Morningstar, PowerPoint, Technical Support, CRM, Financial Services, Software Documentation, Consulting, Visio, SharePoint, Access, Personal Financial..., Management, Portfolio Management, Investments, Leadership, Active Directory, Troubleshooting, Program Management, Mutual Funds, Securities, Business Analysis, Asset Allocation, Asset Management, Vendor Management, Retirement Planning, Retirement
Education
College for Financial Planning
RP, Registered Paraplanner
University of South Florida
Msss Communications and Public Relations
Brevard Community College
Associate of Arts (A.A.)
John Vincent, CFP® John Vincent, CFP®'s Raymond James Experience December 2009 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James December 2009 - Present
A.G. Edwards October 1997 - December 2009
Merrill Lynch December 1988 - October 1997
Skills
Investments, Financial Advisory, Retirement Planning, Fixed Annuities, Securities
Education
Northern Illinois University
Bachelor of Science (B.S.), Secondary Education
College for Financial Planning
Certified Financial Planner
Raymond James December 2009 - Present
A.G. Edwards October 1997 - December 2009
Merrill Lynch December 1988 - October 1997
Skills
Investments, Financial Advisory, Retirement Planning, Fixed Annuities, Securities
Education
Northern Illinois University
Bachelor of Science (B.S.), Secondary Education
College for Financial Planning
Certified Financial Planner
John C. Fleishman, CRPC® John C. Fleishman, CRPC®'s Raymond James Experience December 2014 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James December 2014 - Present
Ameriprise Financial Services, Inc. February 2012 - December 2014
The Fleishman Group, Inc January 2005 - December 2011
Digital Marketing Technologies January 2004 - January 2005
Post Modern Group 2001 - 2004
Education
California State University-Long Beach 1981 — 1984
Bachelor of Arts
Raymond James December 2014 - Present
Ameriprise Financial Services, Inc. February 2012 - December 2014
The Fleishman Group, Inc January 2005 - December 2011
Digital Marketing Technologies January 2004 - January 2005
Post Modern Group 2001 - 2004
Education
California State University-Long Beach 1981 — 1984
Bachelor of Arts
Claus Meyer CFP® RICP® Claus Meyer CFP® RICP®'s Raymond James Experience June 2012 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James June 2012 - Present
Edward Jones January 2004 - June 2012
Skills
Saving for Education, Retirement, 401k Rollovers, Wealth Accumulation, 529 Plans, Protection..., College Savings Plans
Education
College of Financial Planning 2011 — 2012
Coursework for the CFP, Financial Planning
Cleveland State University 1980 — 1984
Bachelor's degree, Psychology/Business
Padua High School 1976 — 1980
Leadership of Medina
Raymond James June 2012 - Present
Edward Jones January 2004 - June 2012
Skills
Saving for Education, Retirement, 401k Rollovers, Wealth Accumulation, 529 Plans, Protection..., College Savings Plans
Education
College of Financial Planning 2011 — 2012
Coursework for the CFP, Financial Planning
Cleveland State University 1980 — 1984
Bachelor's degree, Psychology/Business
Padua High School 1976 — 1980
Leadership of Medina
Gerry Kostuk Gerry Kostuk's Raymond James Experience January 1998 - May 2003
Job Complex Director / Associate Vice President at Ameriprise Advisor Services, Inc.
Industry Financial Services
Experience
Ameriprise Advisor Services, Inc. September 2006 - Present
Wayne Hummer Invstments 2003 - 2006
Raymond James January 1998 - May 2003
Principal Financial Group 1994 - 1998
Skills
More than 35 years..., Series 7, 8, 9, 24, 33,...
Education
Columbia University - Columbia Business School
Master's Degree, Business Sales Management
Fairleigh Dickinson University 1973 — 1977
Bach. Sci., Biology
Ameriprise Advisor Services, Inc. September 2006 - Present
Wayne Hummer Invstments 2003 - 2006
Raymond James January 1998 - May 2003
Principal Financial Group 1994 - 1998
Skills
More than 35 years..., Series 7, 8, 9, 24, 33,...
Education
Columbia University - Columbia Business School
Master's Degree, Business Sales Management
Fairleigh Dickinson University 1973 — 1977
Bach. Sci., Biology
Jon Schmalowski, CFP Jon Schmalowski, CFP's Raymond James Experience 2007 - 2012
Job Financial Advisor
Industry Financial Services
Experience
BB&T Investments 2014 - Present
JS Advisors 2013 - 2014
Raymond James 2007 - 2012
Wachovia Securities 2003 - 2006
Skills
Series 7, Series 24, Mutual Funds, Wealth Management, Series 63, Asset Allocation, Retirement Planning, Uniform Combined State..., FINRA, Securities, Portfolio Management, Investments, Retirement, Strategic Financial..., Asset Managment, Investment Advisory, Financial Advisory, Fixed Annuities, Estate Planning, Alternative Investments
Education
College for Financial Planning 2007 — 2008
CFP, Financial Planning and Services
University of Wisconsin-Whitewater 1976 — 1980
BBA, Marketing
University of Wisconsin-Madison - School of Business 1977 — 1978
Bachelor of Business Administration (BBA), Marketing
Monona Grove
F-
BB&T Investments 2014 - Present
JS Advisors 2013 - 2014
Raymond James 2007 - 2012
Wachovia Securities 2003 - 2006
Skills
Series 7, Series 24, Mutual Funds, Wealth Management, Series 63, Asset Allocation, Retirement Planning, Uniform Combined State..., FINRA, Securities, Portfolio Management, Investments, Retirement, Strategic Financial..., Asset Managment, Investment Advisory, Financial Advisory, Fixed Annuities, Estate Planning, Alternative Investments
Education
College for Financial Planning 2007 — 2008
CFP, Financial Planning and Services
University of Wisconsin-Whitewater 1976 — 1980
BBA, Marketing
University of Wisconsin-Madison - School of Business 1977 — 1978
Bachelor of Business Administration (BBA), Marketing
Monona Grove
F-
Paulette Vallad Paulette Vallad's Raymond James Experience June 2009 - August 2014
Job Jr web/interactive developer
Industry Online Media
Experience
Picnic, a property of Cutters Studios & RingSide Creative September 2014 - Present
Raymond James June 2009 - August 2014
Delphi Automotive Systems August 2005 - May 2009
CRK Computer Services March 2005 - August 2005
Skills
Problem Solving, Excel, Microsoft Office, Social Networking, Photoshop, Photography, Dreamweaver, Web Design, Motion Graphics, Multitasker, Attention To Detail, Illustrator, Creative Problem Solving, Cross-functional Team..., Adobe Creative Suite, Data Entry, Video Editing, Graphic Design, Microsoft Excel, Mac, Management, WordPress, InDesign, Time Management
Education
International Academy of Design Technology 2009 — 2012
B.F.A., Digital Media
Central Michigan University 1997 — 2001
Bachelor of Applied Arts, Therapeutic Recreation
Picnic, a property of Cutters Studios & RingSide Creative September 2014 - Present
Raymond James June 2009 - August 2014
Delphi Automotive Systems August 2005 - May 2009
CRK Computer Services March 2005 - August 2005
Skills
Problem Solving, Excel, Microsoft Office, Social Networking, Photoshop, Photography, Dreamweaver, Web Design, Motion Graphics, Multitasker, Attention To Detail, Illustrator, Creative Problem Solving, Cross-functional Team..., Adobe Creative Suite, Data Entry, Video Editing, Graphic Design, Microsoft Excel, Mac, Management, WordPress, InDesign, Time Management
Education
International Academy of Design Technology 2009 — 2012
B.F.A., Digital Media
Central Michigan University 1997 — 2001
Bachelor of Applied Arts, Therapeutic Recreation
Victoria Colcombe, CFP, ATP Victoria Colcombe, CFP, ATP's Raymond James Experience 1989 - 1995
Job Asst. Vice President, Business Analyst Strategy & Analytics Home Lending Division at Bank of America
Industry Information Services
Experience
Bank of America August 2011 - Present
Self Employed - Tax Practice January 1995 - Present
FedEx Ground October 2007 - August 2011
Kuhleman Kollar & Associates CPAs 2007 - 2007
Raymond James & Associates, Inc January 2000 - June 2001
Raymond James & Associates, Inc May 1998 - January 2001
Raymond James 1989 - 1995
Skills
CRM, Management, Strategy, Business Intelligence, Data Analysis, Analysis
Education
College for Financial Planning 1995 — 1996
ATP, Accredited Tax Preparer
University of South Florida 1985 — 1991
Bachelors, Finance
College for Financial Planning 1987 — 1989
CFP, Certified Financial Planner
Bank of America August 2011 - Present
Self Employed - Tax Practice January 1995 - Present
FedEx Ground October 2007 - August 2011
Kuhleman Kollar & Associates CPAs 2007 - 2007
Raymond James & Associates, Inc January 2000 - June 2001
Raymond James & Associates, Inc May 1998 - January 2001
Raymond James 1989 - 1995
Skills
CRM, Management, Strategy, Business Intelligence, Data Analysis, Analysis
Education
College for Financial Planning 1995 — 1996
ATP, Accredited Tax Preparer
University of South Florida 1985 — 1991
Bachelors, Finance
College for Financial Planning 1987 — 1989
CFP, Certified Financial Planner
Kevin Whitten, CFP®,ChFC® Kevin Whitten, CFP®,ChFC®'s Raymond James Experience December 2009 - December 2014
Job Associate Financial Advisor at Goldstein & Associates
Industry Financial Services
Experience
Goldstein & Associates December 2014 - Present
Raymond James December 2009 - December 2014
Dale Carnegie Training 2012 - 2012
Ameriprise Financial May 2008 - September 2009
Ameriprise Financial December 2003 - May 2008
Smith Barney September 2003 - December 2003
Education
California State University-Northridge 2002 — 2004
B.S, Business Administration; Finance Emphasis
Dale Carnegie
Goldstein & Associates December 2014 - Present
Raymond James December 2009 - December 2014
Dale Carnegie Training 2012 - 2012
Ameriprise Financial May 2008 - September 2009
Ameriprise Financial December 2003 - May 2008
Smith Barney September 2003 - December 2003
Education
California State University-Northridge 2002 — 2004
B.S, Business Administration; Finance Emphasis
Dale Carnegie
Chris Martiner Chris Martiner's Raymond James Experience September 1999 - October 2000
Job President at CayCap Advisors, Inc.
Industry Investment Banking
Experience
CayCap Advisors, Inc. April 2009 - Present
Churchill Stateside Group November 2010 - September 2011
Alliant Asset Management October 2000 - August 2009
Raymond James September 1999 - October 2000
Ocwen Financial Corporation April 1998 - September 1999
Boston Capital 1995 - 1998
Skills
Asset Management, Mergers & Acquisitions, Investments, Portfolio Management, Loans, Tax Credits, Credit, Start-ups, Underwriting, Equities, Budgets, Contract Negotiation, Analysis, Loan Origination, Negotiation, Affordable Housing, Apartments, Asset Managment, Due Diligence, LIHTC, Mergers, Property Management, Real Estate, Real Estate Development, Real Estate Economics
Education
Central Connecticut State University 1989 — 1994
BS, Finance
CayCap Advisors, Inc. April 2009 - Present
Churchill Stateside Group November 2010 - September 2011
Alliant Asset Management October 2000 - August 2009
Raymond James September 1999 - October 2000
Ocwen Financial Corporation April 1998 - September 1999
Boston Capital 1995 - 1998
Skills
Asset Management, Mergers & Acquisitions, Investments, Portfolio Management, Loans, Tax Credits, Credit, Start-ups, Underwriting, Equities, Budgets, Contract Negotiation, Analysis, Loan Origination, Negotiation, Affordable Housing, Apartments, Asset Managment, Due Diligence, LIHTC, Mergers, Property Management, Real Estate, Real Estate Development, Real Estate Economics
Education
Central Connecticut State University 1989 — 1994
BS, Finance
Jeffrey Newell Jeffrey Newell's Raymond James Experience November 2007 - Present
Job Senior Vice PresidentInvestments / Investment Management Consultant, WMS at Raymond James ✪20+ years as wealth manager✪
Industry Financial Services
Experience
Raymond James November 2007 - Present
UBS November 2000 - November 2007
Dain Rauscher 1998 - 2001
Piper Jaffray 1995 - 1998
Skills
Securities, Financial Advisory, Estate Planning, Wealth, Finance, Investments, Retirement Planning, Mutual Funds, Wealth Management, Series 7, Retirement, Portfolio Management, Alternative Investments, Investment Strategies, Team Building, Financial Planning, Asset Allocation, Investment Advisory, Investment Management, Asset Management, Series 63, Financial Services, Marketing, Financial Analysis, High Net Worth..., Equities, Risk Management, 401k
Education
University of Northern Colorado 1985 — 1989
B.S. Finance and General Business, Finance, Business, Economics, and a minor in History
Colorado Mesa University 1984 — 1985
Business Administration and Management, General
Raymond James November 2007 - Present
UBS November 2000 - November 2007
Dain Rauscher 1998 - 2001
Piper Jaffray 1995 - 1998
Skills
Securities, Financial Advisory, Estate Planning, Wealth, Finance, Investments, Retirement Planning, Mutual Funds, Wealth Management, Series 7, Retirement, Portfolio Management, Alternative Investments, Investment Strategies, Team Building, Financial Planning, Asset Allocation, Investment Advisory, Investment Management, Asset Management, Series 63, Financial Services, Marketing, Financial Analysis, High Net Worth..., Equities, Risk Management, 401k
Education
University of Northern Colorado 1985 — 1989
B.S. Finance and General Business, Finance, Business, Economics, and a minor in History
Colorado Mesa University 1984 — 1985
Business Administration and Management, General
Mark Monin's Raymond James Experience 2009 - Present
Job Director at EL TORO WATER DISTRICT
Industry Financial Services
Experience
EL TORO WATER DISTRICT January 2015 - Present
Raymond James 2009 - Present
Oppenheimer & Co, Inc. August 2005 - 2009
Morgan Stanley July 1998 - August 2005
Skills
Financial Planning, Estate Planning, 401k
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2003
MBA, Finance
Canisius College 1977 — 1981
BS, Finance
University at Buffalo 1976 — 1977
Aerospace Engineering
Lancaster High School 1973 — 1976
HS, Regents
EL TORO WATER DISTRICT January 2015 - Present
Raymond James 2009 - Present
Oppenheimer & Co, Inc. August 2005 - 2009
Morgan Stanley July 1998 - August 2005
Skills
Financial Planning, Estate Planning, 401k
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2003
MBA, Finance
Canisius College 1977 — 1981
BS, Finance
University at Buffalo 1976 — 1977
Aerospace Engineering
Lancaster High School 1973 — 1976
HS, Regents
Jordan Lillian, CRPC®'s Raymond James Experience August 2011 - November 2012
Job Business Services Liaison at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management March 2015 - Present
Eagle Asset Management November 2012 - March 2015
Raymond James August 2011 - November 2012
Ameriprise Financial December 2007 - August 2011
RiffRaff Culinary Services October 2004 - October 2006
Aston Gardens October 2002 - June 2004
Skills
Investments, Retirement Planning, Mutual Funds, Stocks, Fixed Income, Strategic Financial..., Alternative Investments, Investment Management, CRPC, Compliance, FINRA, Advertising, Social Media, Adobe Acrobat, Thompson One, Morningstar, Series 7, Series 24, FactSet, Portfolio Management, Microsoft Excel, Asset Management, Financial Planning, Uniform Combined State..., Estate Planning, Finance, Investment Strategies, Marketing, Securities
Education
CFA Institute 2013 — 2016
Level 2 Candidate - Chartered Financial Analyst
College for Financial Planning 2009 — 2009
Chartered Retirement Planning Counselor
Florida State University 2003 — 2007
BA, Applied Economics
Eagle Asset Management March 2015 - Present
Eagle Asset Management November 2012 - March 2015
Raymond James August 2011 - November 2012
Ameriprise Financial December 2007 - August 2011
RiffRaff Culinary Services October 2004 - October 2006
Aston Gardens October 2002 - June 2004
Skills
Investments, Retirement Planning, Mutual Funds, Stocks, Fixed Income, Strategic Financial..., Alternative Investments, Investment Management, CRPC, Compliance, FINRA, Advertising, Social Media, Adobe Acrobat, Thompson One, Morningstar, Series 7, Series 24, FactSet, Portfolio Management, Microsoft Excel, Asset Management, Financial Planning, Uniform Combined State..., Estate Planning, Finance, Investment Strategies, Marketing, Securities
Education
CFA Institute 2013 — 2016
Level 2 Candidate - Chartered Financial Analyst
College for Financial Planning 2009 — 2009
Chartered Retirement Planning Counselor
Florida State University 2003 — 2007
BA, Applied Economics
Alan Acton Alan Acton's Raymond James Experience March 2007 - March 2011
Job Vice President and Portfolio Manager
Industry Financial Services
Experience
Polaris Financial April 2011 - Present
Raymond James March 2007 - March 2011
MD Management Ltd. March 1996 - March 2007
Skills
Retirement Planning, Portfolio Management, Wealth Management, Financial Planning, Investments, Strategic Financial..., Estate Planning, Mutual Funds, Insurance, Finance, Investment Strategies, Retirement, Asset Allocation, Investment Advisory, Asset Management, Corporate Finance, Securities
Education
Concordia University 1989 — 1993
B. Comm, Finance
Ernestown
Polaris Financial April 2011 - Present
Raymond James March 2007 - March 2011
MD Management Ltd. March 1996 - March 2007
Skills
Retirement Planning, Portfolio Management, Wealth Management, Financial Planning, Investments, Strategic Financial..., Estate Planning, Mutual Funds, Insurance, Finance, Investment Strategies, Retirement, Asset Allocation, Investment Advisory, Asset Management, Corporate Finance, Securities
Education
Concordia University 1989 — 1993
B. Comm, Finance
Ernestown
Charlene Modeste Charlene Modeste's Raymond James Experience 1999 - 2001
Job Entertainment Professional
Industry Entertainment
Experience
CHARBABY Productions September 2010 - Present
Bialy/Thomas Casting February 2010 - February 2011
City National Bank January 2006 - September 2008
Golden Hill Pictures January 2004 - September 2005
Raymond James 1999 - 2001
Skills
Performing Arts, Event Planning, Promotions, Songwriting, Singing, Acoustic Guitar, Acting, Improvisation, Comedy, Stage, Film, Directing, Theatre, Feature Films, Video Production, Entertainment, Producing, Commercials, Television, Short Films, Screenwriting, Music, Film Production, Video, Drama, Plays, Voice Over, Voice Acting
Education
City University of New York City College
Theatre
CHARBABY Productions September 2010 - Present
Bialy/Thomas Casting February 2010 - February 2011
City National Bank January 2006 - September 2008
Golden Hill Pictures January 2004 - September 2005
Raymond James 1999 - 2001
Skills
Performing Arts, Event Planning, Promotions, Songwriting, Singing, Acoustic Guitar, Acting, Improvisation, Comedy, Stage, Film, Directing, Theatre, Feature Films, Video Production, Entertainment, Producing, Commercials, Television, Short Films, Screenwriting, Music, Film Production, Video, Drama, Plays, Voice Over, Voice Acting
Education
City University of New York City College
Theatre
Dan Snow, CFP®, AWMA®, CRPS®'s Raymond James Experience December 2005 - Present
Job Financial Advisor at Cincinnati Wealth Management Advisors of Raymond James
Industry Financial Services
Experience
Raymond James December 2005 - Present
Advest, Inc. February 2001 - November 2005
J.C. Bradford & Co. May 1998 - February 2001
Skills
Retirement Planning, Investments, Portfolio Management, Certified Financial..., Retirement Plan..., Asset Management, Asset Allocation, Mutual Funds, ETFs, Equities, Fixed Income
Education
University of Cincinnati College of Business 1996 — 2001
Business, BBA - Finance & Real Estate
Colerain High School
Kaplan University 2008 — 2009
CFP®, CERTIFIED FINANCIAL PLANNER™ Professional
College for Financial Planning 2003 — 2006
AWMA, AAMS, CRPS, Financial Planning
Raymond James December 2005 - Present
Advest, Inc. February 2001 - November 2005
J.C. Bradford & Co. May 1998 - February 2001
Skills
Retirement Planning, Investments, Portfolio Management, Certified Financial..., Retirement Plan..., Asset Management, Asset Allocation, Mutual Funds, ETFs, Equities, Fixed Income
Education
University of Cincinnati College of Business 1996 — 2001
Business, BBA - Finance & Real Estate
Colerain High School
Kaplan University 2008 — 2009
CFP®, CERTIFIED FINANCIAL PLANNER™ Professional
College for Financial Planning 2003 — 2006
AWMA, AAMS, CRPS, Financial Planning
Kristan Burke Kristan Burke's Raymond James Experience May 2007 - August 2007
Job Senior Financial Analyst at Kaufman Financial Group
Industry Financial Services
Experience
Kaufman Financial Group May 2009 - Present
The Bon Ton Stores Inc. August 2004 - May 2009
Raymond James May 2007 - August 2007
Skills
Financial Analysis, Underwriting, Customer Service, Portfolio Management, Commercial Insurance, Risk Management, Auditing, Process Improvement, Data Analysis
Education
Central Michigan University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Kaufman Financial Group May 2009 - Present
The Bon Ton Stores Inc. August 2004 - May 2009
Raymond James May 2007 - August 2007
Skills
Financial Analysis, Underwriting, Customer Service, Portfolio Management, Commercial Insurance, Risk Management, Auditing, Process Improvement, Data Analysis
Education
Central Michigan University 2005 — 2009
Bachelor of Science in Business Administration, Finance
David Urie David Urie's Raymond James Experience October 2008 - Present
Job Retired
Industry Financial Services
Experience
Retired November 2012 - Present
Raymond James October 2008 - Present
BMO Nesbitt Burns August 1997 - October 2008
OCRI 1994 - 1996
Ottawa Carleton Economic Development Corp. (OCEDCO) 1986 - 1994
American Express June 1982 - September 1986
Kodak Canada February 1980 - May 1982
Supply & Services Canada 1975 - 1980
Xerox Canada 1973 - 1975
Skills
Investments, Financial Planning, Retirement Planning, Estate Planning, Wealth Management, Insurance, Retirement, Securities, Investment Advisory, Mutual Funds
Education
Carleton University 1967 — 1971
BA
Ridgemont High School 1966 — 1967
St. Andrew's College 1963 — 1966
Retired November 2012 - Present
Raymond James October 2008 - Present
BMO Nesbitt Burns August 1997 - October 2008
OCRI 1994 - 1996
Ottawa Carleton Economic Development Corp. (OCEDCO) 1986 - 1994
American Express June 1982 - September 1986
Kodak Canada February 1980 - May 1982
Supply & Services Canada 1975 - 1980
Xerox Canada 1973 - 1975
Skills
Investments, Financial Planning, Retirement Planning, Estate Planning, Wealth Management, Insurance, Retirement, Securities, Investment Advisory, Mutual Funds
Education
Carleton University 1967 — 1971
BA
Ridgemont High School 1966 — 1967
St. Andrew's College 1963 — 1966
James Motherway James Motherway's Raymond James Experience 2003 - 2005
Job Managing Director, Global Head of Audit at BlackRock
Industry Investment Management
Experience
BlackRock October 2011 - Present
Bank of America July 2005 - October 2011
Raymond James 2003 - 2005
Lehman Brothers 1992 - 2003
Price Waterhouse 1983 - 1992
Skills
Capital Markets, Asset Management, Financial Markets
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
Manhattan College 1979 — 1983
BS, Accounting
BlackRock October 2011 - Present
Bank of America July 2005 - October 2011
Raymond James 2003 - 2005
Lehman Brothers 1992 - 2003
Price Waterhouse 1983 - 1992
Skills
Capital Markets, Asset Management, Financial Markets
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
Manhattan College 1979 — 1983
BS, Accounting
Charles M. Fernandez, CFP®, MBA Charles M. Fernandez, CFP®, MBA's Raymond James Experience April 2009 - Present
Job Financial Advisor/First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James April 2009 - Present
A. G. Edwards and Sons, Inc. April 1992 - April 2009
Education
University of South Carolina 1989 — 1991
Master, Business Administration
City University of New York 1983 — 1985
Master, Civil Engineering
Stony Brook University 1977 — 1981
Bachelor of Engineering, Mechanical Engineering
Raymond James April 2009 - Present
A. G. Edwards and Sons, Inc. April 1992 - April 2009
Education
University of South Carolina 1989 — 1991
Master, Business Administration
City University of New York 1983 — 1985
Master, Civil Engineering
Stony Brook University 1977 — 1981
Bachelor of Engineering, Mechanical Engineering
Tony Barrett Tony Barrett's Raymond James Experience 2013 - Present
Job Senior Vice President of Investments, PA/NJ/DE Complex Manager at Raymond James
Industry Financial Services
Experience
Raymond James 2013 - Present
Raymond James 2009 - 2013
Merrill Lynch 2006 - 2009
UBS Financial Services Inc. 1999 - 2006
Merrill Lynch 1995 - 1999
SNL Financial 1994 - 1995
Skills
Investments, Securities, Financial Advisory, Wealth Management, Sales Management
Education
Colgate University 1990 — 1994
B.A., Economics
Raymond James 2013 - Present
Raymond James 2009 - 2013
Merrill Lynch 2006 - 2009
UBS Financial Services Inc. 1999 - 2006
Merrill Lynch 1995 - 1999
SNL Financial 1994 - 1995
Skills
Investments, Securities, Financial Advisory, Wealth Management, Sales Management
Education
Colgate University 1990 — 1994
B.A., Economics
Chris Rimpel Chris Rimpel's Raymond James Experience September 1998 - January 2000
Job Assistant Dean for Graduate Programs, Carroll School of Management
Industry Financial Services
Experience
Boston College February 2014 - Present
District Management Council November 2011 - January 2014
Morgan Stanley Smith Barney June 2011 - November 2011
FTI Consulting (Formerly PricewaterhouseCoopers) January 2002 - April 2010
LinkShare Corporation January 2000 - January 2002
Raymond James September 1998 - January 2000
Bankers Trust July 1993 - June 1996
Skills
Financial Modeling, Financial Analysis, Due Diligence, Portfolio Management, Mergers, Finance, Strategy, Risk Management, Competitive Analysis, Start-ups, Private Equity, CRM, Business Development, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Management & Strategy, and Organizational Behaviour
Bucknell University 1989 — 1993
BA, Economics and History
CAMBRIDGE UNIVERSITY (Institute
Economics and Political Science
Buckingham Browne & Nichols 1985 — 1989
High School
Fenn School
Boston College February 2014 - Present
District Management Council November 2011 - January 2014
Morgan Stanley Smith Barney June 2011 - November 2011
FTI Consulting (Formerly PricewaterhouseCoopers) January 2002 - April 2010
LinkShare Corporation January 2000 - January 2002
Raymond James September 1998 - January 2000
Bankers Trust July 1993 - June 1996
Skills
Financial Modeling, Financial Analysis, Due Diligence, Portfolio Management, Mergers, Finance, Strategy, Risk Management, Competitive Analysis, Start-ups, Private Equity, CRM, Business Development, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Management & Strategy, and Organizational Behaviour
Bucknell University 1989 — 1993
BA, Economics and History
CAMBRIDGE UNIVERSITY (Institute
Economics and Political Science
Buckingham Browne & Nichols 1985 — 1989
High School
Fenn School
Jeff Cornell Jeff Cornell's Raymond James Experience January 2005 - Present
Job Managing Director, Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James January 2005 - Present
Raymond James & Associates 2005 - Present
The ManKind Project (MKP) 2002 - Present
Education
North Park University 1987 — 1989
Bachelor of Business Administration (B.B.A.), Economics
Clarion University of Pennsylvania 1983 — 1986
Bachelor of Business Administration (BBA), Economics
Raymond James January 2005 - Present
Raymond James & Associates 2005 - Present
The ManKind Project (MKP) 2002 - Present
Education
North Park University 1987 — 1989
Bachelor of Business Administration (B.B.A.), Economics
Clarion University of Pennsylvania 1983 — 1986
Bachelor of Business Administration (BBA), Economics
Barbara Dugan Barbara Dugan's Raymond James Experience January 2000 - August 2001
Job Relationship Associate
Industry Financial Services
Experience
ProVise Management Group, LLC February 2013 - Present
Trademark Capital May 2008 - February 2013
Keller Williams Realty 2003 - 2007
Raymond James January 2000 - August 2001
Barnes & Noble January 1997 - January 2000
Skills
Financial Services, Mutual Funds, Portfolio Management, Personnel Management, Financial Advisory, Back Office, Retirement Planning, Employee Training
Education
University of Florida 1986 — 1990
BA, History
College for Financial Planning
RP, Registered Paraplanner
ProVise Management Group, LLC February 2013 - Present
Trademark Capital May 2008 - February 2013
Keller Williams Realty 2003 - 2007
Raymond James January 2000 - August 2001
Barnes & Noble January 1997 - January 2000
Skills
Financial Services, Mutual Funds, Portfolio Management, Personnel Management, Financial Advisory, Back Office, Retirement Planning, Employee Training
Education
University of Florida 1986 — 1990
BA, History
College for Financial Planning
RP, Registered Paraplanner
Joshua P. Fairbank's Raymond James Experience 1999 - 2005
Job Managing Partner at Orchard Capital Management
Industry Investment Management
Experience
Orchard Capital Management 2014 - Present
The University of Chicago 2014 - Present
Orchard Venture Partners 2005 - Present
Nymirum 2009 - Present
Akebia Therapeutics 2006 - 2014
Raymond James 1999 - 2005
J. P. Fairbank & Associates 1996 - 1999
Skills
Investment Management, Alternative Investments, Private Equity, Venture Capital, Lifesciences, Technology, Board of Directors
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
Connecticut College 1990 — 1994
BA
Orchard Capital Management 2014 - Present
The University of Chicago 2014 - Present
Orchard Venture Partners 2005 - Present
Nymirum 2009 - Present
Akebia Therapeutics 2006 - 2014
Raymond James 1999 - 2005
J. P. Fairbank & Associates 1996 - 1999
Skills
Investment Management, Alternative Investments, Private Equity, Venture Capital, Lifesciences, Technology, Board of Directors
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
Connecticut College 1990 — 1994
BA
Leslie Kenyon Leslie Kenyon's Raymond James Experience May 2009 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 2009 - Present
Raymond James May 2009 - Present
UBS 1994 - 2009
Skills
Financial Advisory, Investments, Investment Strategies, Portfolio Management, Financial Risk, Mutual Funds, Retirement, Investment Advisory, Due Diligence, Securities, Management, Finance, Retirement Planning, Investment Management, Wealth Management, Asset Allocation
Education
California State University-Fullerton 1972 — 1975
BA, Finance, Busisnes administration
Raymond James May 2009 - Present
Raymond James May 2009 - Present
UBS 1994 - 2009
Skills
Financial Advisory, Investments, Investment Strategies, Portfolio Management, Financial Risk, Mutual Funds, Retirement, Investment Advisory, Due Diligence, Securities, Management, Finance, Retirement Planning, Investment Management, Wealth Management, Asset Allocation
Education
California State University-Fullerton 1972 — 1975
BA, Finance, Busisnes administration
Charles Ladd's Raymond James Experience 2006 - 2007
Job CRPC®, Financial Advisor at Penney, Murray & Associates
Industry Investment Management
Experience
Penney, Murray & Associates March 2009 - Present
Morgan Stanley 2007 - 2009
Raymond James 2006 - 2007
Edward Jones 1999 - 2006
Skills
Retirement Planning, Investments, Retirement, Finance, Financial Planning
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor, Financial Planning and Services
Missouri State University 1986 — 1988
Bachelor of Science, Communications
Central Missouri State University 1983 — 1985
Branson High School 1980 — 1983
Penney, Murray & Associates March 2009 - Present
Morgan Stanley 2007 - 2009
Raymond James 2006 - 2007
Edward Jones 1999 - 2006
Skills
Retirement Planning, Investments, Retirement, Finance, Financial Planning
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor, Financial Planning and Services
Missouri State University 1986 — 1988
Bachelor of Science, Communications
Central Missouri State University 1983 — 1985
Branson High School 1980 — 1983
Will Lehr Will Lehr's Raymond James Experience 2011 - 2012
Job Managing Partner & Co Founder of Perpetual Assets
Industry Financial Services
Experience
Perpetual Assets June 2013 - Present
Coins for the Cause January 2013 - June 2013
Great Southern Coins July 2012 - January 2013
Raymond James 2011 - 2012
The Lehr Company January 2005 - August 2011
United First Financial April 2006 - May 2011
The Communique Group May 2006 - April 2007
The Ginn Company January 2003 - August 2006
Skills
Marketing, Business Development, Training, Recruiting, Asset Allocation, Economics, Precious Metals, Silver, Strategic Financial..., Leadership, Mortgage Lending, Asset Management, Sales, Insurance, Finance, Banking, Management, Financial Planning
Education
Universidad de Granada 2001 — 2002
Negocios y Economia de Espana
College of Charleston 1998 — 2002
B.A. & B.S., International Business, Spanish
Pontificia Universidad Católica de Valparaíso 2000 — 2001
Economia, Cultura, y Historia de Chile
The McCallie School for Boys 1995 — 1998
Perpetual Assets June 2013 - Present
Coins for the Cause January 2013 - June 2013
Great Southern Coins July 2012 - January 2013
Raymond James 2011 - 2012
The Lehr Company January 2005 - August 2011
United First Financial April 2006 - May 2011
The Communique Group May 2006 - April 2007
The Ginn Company January 2003 - August 2006
Skills
Marketing, Business Development, Training, Recruiting, Asset Allocation, Economics, Precious Metals, Silver, Strategic Financial..., Leadership, Mortgage Lending, Asset Management, Sales, Insurance, Finance, Banking, Management, Financial Planning
Education
Universidad de Granada 2001 — 2002
Negocios y Economia de Espana
College of Charleston 1998 — 2002
B.A. & B.S., International Business, Spanish
Pontificia Universidad Católica de Valparaíso 2000 — 2001
Economia, Cultura, y Historia de Chile
The McCallie School for Boys 1995 — 1998
Ian McCormick, CFP®, AAMS® Ian McCormick, CFP®, AAMS®'s Raymond James Experience September 2011 - Present
Job Financial Advisor at Raymond James 260.436.9219
Industry Financial Services
Experience
Raymond James September 2011 - Present
Big Red Liquors August 2009 - June 2011
Midwest Home Design June 2004 - April 2007
Skills
Asset Management, Strategic Financial..., Asset Allocation, Financial Advisory, Retirement Planning, Series 7, Risk Management, Estate Planning, Investments, Investment Advisory, Securities, Customer Service, Finance, Wealth Management, Certified Financial..., Strategic Planning
Education
College for Financial Planning 2012 — 2013
CFP Certification Professional Education Program
College for Financial Planning 2012 — 2012
Accredited Asset Management Specialist Designation Program
Indiana University Bloomington 2006 — 2011
Bachelor of Arts (B.A.), History
Homestead High School
Raymond James September 2011 - Present
Big Red Liquors August 2009 - June 2011
Midwest Home Design June 2004 - April 2007
Skills
Asset Management, Strategic Financial..., Asset Allocation, Financial Advisory, Retirement Planning, Series 7, Risk Management, Estate Planning, Investments, Investment Advisory, Securities, Customer Service, Finance, Wealth Management, Certified Financial..., Strategic Planning
Education
College for Financial Planning 2012 — 2013
CFP Certification Professional Education Program
College for Financial Planning 2012 — 2012
Accredited Asset Management Specialist Designation Program
Indiana University Bloomington 2006 — 2011
Bachelor of Arts (B.A.), History
Homestead High School
James Haltiwanger, Jr. James Haltiwanger, Jr.'s Raymond James Experience May 2013 - Present
Job Raymond James
Industry Investment Management
Experience
Raymond James May 2013 - Present
Haltiwanger Consulting June 2012 - April 2013
Morgan Stanley November 2011 - May 2012
Endangered Pcs February 2008 - November 2011
The National Sustainability Institute January 2010 - January 2011
Outdoor Interactive, Inc. August 2001 - August 2008
Brains on Fire July 2000 - August 2001
Snowball.com December 1999 - December 2000
AmeriTrack / HighschoolAlumni.com July 1998 - December 1999
Education
College for Financial Planning
Chartered Retirement Planning Counselor, Retirement Planning
College for Financial Planning
Accredited Asset Management Specialist (AAMS), Asset Management
Clemson University
North Greenville University
Raymond James May 2013 - Present
Haltiwanger Consulting June 2012 - April 2013
Morgan Stanley November 2011 - May 2012
Endangered Pcs February 2008 - November 2011
The National Sustainability Institute January 2010 - January 2011
Outdoor Interactive, Inc. August 2001 - August 2008
Brains on Fire July 2000 - August 2001
Snowball.com December 1999 - December 2000
AmeriTrack / HighschoolAlumni.com July 1998 - December 1999
Education
College for Financial Planning
Chartered Retirement Planning Counselor, Retirement Planning
College for Financial Planning
Accredited Asset Management Specialist (AAMS), Asset Management
Clemson University
North Greenville University
William Street's Raymond James Experience October 2014 - Present
Job Raymond James Financial Advisor
Industry Financial Services
Experience
Raymond James October 2014 - Present
C.H. Robinson March 2012 - October 2014
UPS November 2009 - May 2012
US Food Service August 2008 - November 2009
CONCO Food Service July 2006 - May 2008
Skills
Cold Calling, Sales, Account Management, Selling, Consultative Selling, Sales Operations, Customer Service, Strategic Planning
Education
Centenary College of Louisiana 1996 — 2000
BS, Business Administration and Management, General
Loyola College Prep 1992 — 1996
B of S, Business Management
Raymond James October 2014 - Present
C.H. Robinson March 2012 - October 2014
UPS November 2009 - May 2012
US Food Service August 2008 - November 2009
CONCO Food Service July 2006 - May 2008
Skills
Cold Calling, Sales, Account Management, Selling, Consultative Selling, Sales Operations, Customer Service, Strategic Planning
Education
Centenary College of Louisiana 1996 — 2000
BS, Business Administration and Management, General
Loyola College Prep 1992 — 1996
B of S, Business Management
Pete Battaglia Pete Battaglia's Raymond James Experience May 2002 - Present
Job VicePresident/ Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 2002 - Present
Morgan Stanley Smith Barney July 1997 - May 2002
Education
Canisius College 1969 — 1973
BA, HISTORY---COMMUNICATIONS
Raymond James May 2002 - Present
Morgan Stanley Smith Barney July 1997 - May 2002
Education
Canisius College 1969 — 1973
BA, HISTORY---COMMUNICATIONS
Scott Hamilton, CFP, CIM Scott Hamilton, CFP, CIM's Raymond James Experience August 2009 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James August 2009 - Present
CIBC Wood Gundy January 2006 - August 2009
RBC Dominion Securities September 1995 - December 2005
Skills
Investment Advisory, Financial Planning, Strategic Financial..., Portfolio Management, Financial Advisory, Investments, Securities
Education
Carleton University
Raymond James August 2009 - Present
CIBC Wood Gundy January 2006 - August 2009
RBC Dominion Securities September 1995 - December 2005
Skills
Investment Advisory, Financial Planning, Strategic Financial..., Portfolio Management, Financial Advisory, Investments, Securities
Education
Carleton University
Alex Douglas, AAMS® Alex Douglas, AAMS®'s Raymond James Experience 2013 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James 2013 - Present
EverBank 2012 - 2013
Skills
Financial Planning, Investment Advisory, Wealth Management, Retirement Planning, Estate Planning, Relationship Management, Business Development, Economics, Marketing Strategy, Market Research, Public Speaking, Leadership, Teamwork
Education
Dartmouth College
Bachelor's Degree, Economics
College for Financial Planning
Accredited Asset Management Specialist (AAMS®)
Bartram Trail High School
ALBA (Barcelona, Spain) 2011 — 2011
Raymond James 2013 - Present
EverBank 2012 - 2013
Skills
Financial Planning, Investment Advisory, Wealth Management, Retirement Planning, Estate Planning, Relationship Management, Business Development, Economics, Marketing Strategy, Market Research, Public Speaking, Leadership, Teamwork
Education
Dartmouth College
Bachelor's Degree, Economics
College for Financial Planning
Accredited Asset Management Specialist (AAMS®)
Bartram Trail High School
ALBA (Barcelona, Spain) 2011 — 2011
Ryan Zolper's Raymond James Experience June 2014 - September 2014
Job Developer at GeniusCentral Systems, Inc.
Industry Program Development
Experience
GeniusCentral Systems, Inc. May 2015 - Present
Arrange An Exchange March 2015 - Present
Wash and Wax House Calls May 2013 - February 2015
Guardian ad Litem Foundation of Tampa Bay, Inc. May 2014 - November 2014
Raymond James June 2014 - September 2014
Raymond James Financial Inc. July 2013 - December 2013
Skills
Ruby on Rails, Microsoft Excel, Excel VBA, Social Media, Teamwork, Leadership, Marketing, Public Speaking
Education
The Iron Yard 2015 — 2015
Ruby on Rails Course
Bucknell University 2012 — 2014
Global Management
GeniusCentral Systems, Inc. May 2015 - Present
Arrange An Exchange March 2015 - Present
Wash and Wax House Calls May 2013 - February 2015
Guardian ad Litem Foundation of Tampa Bay, Inc. May 2014 - November 2014
Raymond James June 2014 - September 2014
Raymond James Financial Inc. July 2013 - December 2013
Skills
Ruby on Rails, Microsoft Excel, Excel VBA, Social Media, Teamwork, Leadership, Marketing, Public Speaking
Education
The Iron Yard 2015 — 2015
Ruby on Rails Course
Bucknell University 2012 — 2014
Global Management
Kristy Sullivan Kristy Sullivan's Raymond James Experience November 2008 - Present
Job Registered Sales Associate at Raymond James
Industry Financial Services
Experience
Raymond James November 2008 - Present
Skills
Finance, Sales, Securities, Financial Advisory, Investments, Series 63, Series 7
Education
Boulder City High School
Concordia University-St. Paul
Bachelor's degree, Organizational Leadership and Business Management
Raymond James November 2008 - Present
Skills
Finance, Sales, Securities, Financial Advisory, Investments, Series 63, Series 7
Education
Boulder City High School
Concordia University-St. Paul
Bachelor's degree, Organizational Leadership and Business Management
David A. Estabrook, CFP®, CEP® David A. Estabrook, CFP®, CEP®'s Raymond James Experience 2007 - Present
Job Branch Manager / Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James 2007 - Present
LPL Financial Services 2003 - 2007
Anderson Consulting / Accenture 2000 - 2003
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investments, Retirement, Estate Planning, Financial Services, Portfolio Management, Finance, Insurance, Mutual Funds, Pensions
Education
Colorado School of Mines 1995 — 2000
BS in Mechanical and Civil Engineering, Engineering
Cherry Creek High School 1991 — 1995
Raymond James 2007 - Present
LPL Financial Services 2003 - 2007
Anderson Consulting / Accenture 2000 - 2003
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investments, Retirement, Estate Planning, Financial Services, Portfolio Management, Finance, Insurance, Mutual Funds, Pensions
Education
Colorado School of Mines 1995 — 2000
BS in Mechanical and Civil Engineering, Engineering
Cherry Creek High School 1991 — 1995
Chris Beard, CFP Chris Beard, CFP's Raymond James Experience August 2002 - Present
Job Vice President at Gateway Wealth Strategies
Industry Financial Services
Experience
Gateway Wealth Strategies August 2002 - Present
Raymond James August 2002 - Present
CFP Board March 2010 - December 2012
Wachovia Securities February 1995 - August 2002
Skills
Investment Advisory, Estate Planning, 401k, Wealth, Financial Planning, Retirement Planning, Wealth Management, Asset Management, Strategic Financial..., Asset Managment, Financial Advisory, Retirement, Finance, Securities, Investments, Mutual Funds, Portfolio Management, Leadership, Series 7, Asset Allocation
Education
Clemson University 1990 — 1994
Finance and Financial Management Services
Riverside High 1986 — 1990
Gateway Wealth Strategies August 2002 - Present
Raymond James August 2002 - Present
CFP Board March 2010 - December 2012
Wachovia Securities February 1995 - August 2002
Skills
Investment Advisory, Estate Planning, 401k, Wealth, Financial Planning, Retirement Planning, Wealth Management, Asset Management, Strategic Financial..., Asset Managment, Financial Advisory, Retirement, Finance, Securities, Investments, Mutual Funds, Portfolio Management, Leadership, Series 7, Asset Allocation
Education
Clemson University 1990 — 1994
Finance and Financial Management Services
Riverside High 1986 — 1990
Nathan Weddle's Raymond James Experience September 2005 - Present
Job CFP®, Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James September 2005 - Present
Raymond James September 2005 - Present
Regions Bank February 2003 - September 2005
Skills
Speak fluent Chinese, Estate Planning, Financial Advisory, Investments, Insurance, Financial Goals, Wealth, Personal Finance, Employee Benefits, Retirement Planning, Finance, Tax, Securities, Financial Planners, Certified Financial..., Wealth Management, Financial Planning, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Investment Advisory
Education
Butler University 1993 — 1997
Bachelor's Degree, Accounting and Finance
Raymond James September 2005 - Present
Raymond James September 2005 - Present
Regions Bank February 2003 - September 2005
Skills
Speak fluent Chinese, Estate Planning, Financial Advisory, Investments, Insurance, Financial Goals, Wealth, Personal Finance, Employee Benefits, Retirement Planning, Finance, Tax, Securities, Financial Planners, Certified Financial..., Wealth Management, Financial Planning, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Investment Advisory
Education
Butler University 1993 — 1997
Bachelor's Degree, Accounting and Finance
Josh Masariu's Raymond James Experience May 2005 - Present
Job Financial Advisor with Raymond James
Industry Financial Services
Experience
Raymond James May 2005 - Present
Northwestern Mutual January 2002 - May 2005
Skills
Retirement Planning, Life Insurance, Wealth Management, Series 7, Insurance, Investments, Estate Planning, Retirement, Asset Allocation, Finance, Investment Advisory, Investment Management, Securities, Financial Advisory, Series 63, Strategic Financial...
Education
Butler University - College of Business Administration 1996 — 1999
Marketing
Raymond James May 2005 - Present
Northwestern Mutual January 2002 - May 2005
Skills
Retirement Planning, Life Insurance, Wealth Management, Series 7, Insurance, Investments, Estate Planning, Retirement, Asset Allocation, Finance, Investment Advisory, Investment Management, Securities, Financial Advisory, Series 63, Strategic Financial...
Education
Butler University - College of Business Administration 1996 — 1999
Marketing
Gene Melamud Gene Melamud's Raymond James Experience January 1995 - Present
Job CERTIFIED FINANCIAL PLANNER™, Senior Vice President, Investments,Chartered Retirement Plans Specialist at Raymond James
Industry Financial Services
Experience
Raymond James January 1995 - Present
Raymond James January 1995 - Present
Raymond James January 1995 - Present
Skills
Asset Allocation, Asset Managment, Estate Planning, Financial Planning, Mutual Funds, Retirement Planning, Stocks, College Education..., Bonds, 401(k), Stock Options, Wealth Management, Financial Seminars, Insurance and Annuities
Education
College for Financial Planning
Chartered Retirement Plans Specialist (CRPS®)
School of Business and Entrepreneurship
Specialization in Financial Planning
University of South Florida
Master of Business Administration (MBA)
Yeshiva University
Bachelor of Science (B.S.), Accounting
Raymond James January 1995 - Present
Raymond James January 1995 - Present
Raymond James January 1995 - Present
Skills
Asset Allocation, Asset Managment, Estate Planning, Financial Planning, Mutual Funds, Retirement Planning, Stocks, College Education..., Bonds, 401(k), Stock Options, Wealth Management, Financial Seminars, Insurance and Annuities
Education
College for Financial Planning
Chartered Retirement Plans Specialist (CRPS®)
School of Business and Entrepreneurship
Specialization in Financial Planning
University of South Florida
Master of Business Administration (MBA)
Yeshiva University
Bachelor of Science (B.S.), Accounting
Alex Eichler Alex Eichler's Raymond James Experience December 2013 - Present
Job Financial Advisor Gearhart and Associates of Raymond James
Industry Financial Services
Experience
Raymond James December 2013 - Present
Merrill Lynch June 2013 - December 2013
Cincinnati Art Museum 2011 - 2013
ArtWorks 2009 - 2011
Skills
Series 7, Series 66
Education
College of Charleston
B.A., Arts Administration, Theatre
St. Joseph's High School
Raymond James December 2013 - Present
Merrill Lynch June 2013 - December 2013
Cincinnati Art Museum 2011 - 2013
ArtWorks 2009 - 2011
Skills
Series 7, Series 66
Education
College of Charleston
B.A., Arts Administration, Theatre
St. Joseph's High School
Dalia Williams Dalia Williams's Raymond James Experience April 2010 - November 2013
Job Administrative and Logistics Expert
Industry Hospital & Health Care
Experience
Weill Cornell Medical College April 2015 - Present
Memorial Sloan Kettering Cancer Center November 2013 - April 2015
Raymond James April 2010 - November 2013
Euro Pacific Capital December 2008 - April 2010
Skills
Microsoft Office, Financial Analysis, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Accounting, Data Entry, Research, Budgets, Fundraising, Community Outreach, Customer Service, Event Planning, Strategic Planning
Education
City University of New York-Brooklyn College 2014 — 2015
Master of Science (M.S.), Business Administration
CUNY Medgar Evers College 2011 — 2014
Bachelor of Science (BS), Accounting
Weill Cornell Medical College April 2015 - Present
Memorial Sloan Kettering Cancer Center November 2013 - April 2015
Raymond James April 2010 - November 2013
Euro Pacific Capital December 2008 - April 2010
Skills
Microsoft Office, Financial Analysis, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Accounting, Data Entry, Research, Budgets, Fundraising, Community Outreach, Customer Service, Event Planning, Strategic Planning
Education
City University of New York-Brooklyn College 2014 — 2015
Master of Science (M.S.), Business Administration
CUNY Medgar Evers College 2011 — 2014
Bachelor of Science (BS), Accounting
Sunita Foley Sunita Foley's Raymond James Experience 2009 - Present
Job Financial Advisor/ Principal @ Raymond James Financial Services Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services Inc.Member FINRA/SIPC April 2009 - Present
Raymond James 2009 - Present
WAMU Financial Services inc. Member FINRA/SIPC 1995 - 2009
Cal Fed 1989 - 1995
Skills
Series 7, Retirement Planning, Series 63, Mutual Funds, Series 65, Retirement, Wealth Management, Asset Allocation, Series 24, FINRA, Uniform Combined State..., Investments, Investment Advisory, 401k, Finance, Fixed Annuities, Securities, Investment Strategies, Alternative Investments
Education
CSUF 1988 — 1993
BS, Finance
California State University-Fullerton 1988 — 1993
BA, Business, Finance
Raymond James Financial Services Inc.Member FINRA/SIPC April 2009 - Present
Raymond James 2009 - Present
WAMU Financial Services inc. Member FINRA/SIPC 1995 - 2009
Cal Fed 1989 - 1995
Skills
Series 7, Retirement Planning, Series 63, Mutual Funds, Series 65, Retirement, Wealth Management, Asset Allocation, Series 24, FINRA, Uniform Combined State..., Investments, Investment Advisory, 401k, Finance, Fixed Annuities, Securities, Investment Strategies, Alternative Investments
Education
CSUF 1988 — 1993
BS, Finance
California State University-Fullerton 1988 — 1993
BA, Business, Finance
Roger Plevin's Raymond James Experience September 2002 - June 2004
Job Branch Manager at Realty Elite The Palm Beaches City Lifestyles
Industry Real Estate
Experience
Realty Elite The Palm Beaches - City Lifestyles January 2014 - Present
Realty Elite The Palm Beaches September 2011 - Present
REALTY ELITE - THE PALM BEACHES December 2003 - Present
Leibowitz Realty Group January 2003 - September 2010
Raymond James September 2002 - June 2004
Skills
Sellers, Investment Properties, Buyer's Agent, Investors, Real Estate, First Time Home Buyers, Referrals, Residential Homes, Selling, Condos, New Home Sales, Short Sales, Listings, Real Property, Foreclosures, New Homes, Buyer Representation, SFR, Relocation, Buyers, Property, Single Family Homes, Townhomes, Vacation Homes, Real Estate Transactions, REO, Luxury, Rentals, Income Properties, e-PRO, Seniors, Waterfront, Apartments, Brokerage, Real Estate License, Listing Homes, Property Management, National Association of..., ABR, Move Up Buyers, Resellers, 1031 Exchanges, Relocation Buyers, Home Staging, HUD, International Real..., Seller Representation, FHA, Council of Residential..., Real Estate Financing
Education
City University of New York-Brooklyn College 1979 — 1982
BA, Psychology
Realty Elite The Palm Beaches - City Lifestyles January 2014 - Present
Realty Elite The Palm Beaches September 2011 - Present
REALTY ELITE - THE PALM BEACHES December 2003 - Present
Leibowitz Realty Group January 2003 - September 2010
Raymond James September 2002 - June 2004
Skills
Sellers, Investment Properties, Buyer's Agent, Investors, Real Estate, First Time Home Buyers, Referrals, Residential Homes, Selling, Condos, New Home Sales, Short Sales, Listings, Real Property, Foreclosures, New Homes, Buyer Representation, SFR, Relocation, Buyers, Property, Single Family Homes, Townhomes, Vacation Homes, Real Estate Transactions, REO, Luxury, Rentals, Income Properties, e-PRO, Seniors, Waterfront, Apartments, Brokerage, Real Estate License, Listing Homes, Property Management, National Association of..., ABR, Move Up Buyers, Resellers, 1031 Exchanges, Relocation Buyers, Home Staging, HUD, International Real..., Seller Representation, FHA, Council of Residential..., Real Estate Financing
Education
City University of New York-Brooklyn College 1979 — 1982
BA, Psychology
Euriah Bennett Euriah Bennett's Raymond James Experience October 2010 - 2014
Job Vice President at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Raymond James October 2010 - 2014
Dexia Credit Local 2007 - 2010
JPMorgan 2004 - 2007
Bank One / JP Morgan 2001 - 2004
Jackson Securities 2000 - 2001
JC Bradford 1997 - 2000
AIG 1996 - 1997
Prudential Securities 1993 - 1996
Skills
Fixed Income, Bonds, Structured Finance, Structured Products, Capital Markets, Investment Banking, Debt, Derivatives, Credit Analysis, Options, Interest Rate..., Market Risk, FX Options, Swaps, Financial Markets, Financial Structuring, Alternative Investments, Bloomberg, Financial Modeling, Hedge Funds, Securities, Valuation
Education
Columbia University - Columbia Business School
MBA, Finance
Stanford University
Bachelor of Arts (B.A.), Economics
Fidelity Investments November 2014 - Present
Raymond James October 2010 - 2014
Dexia Credit Local 2007 - 2010
JPMorgan 2004 - 2007
Bank One / JP Morgan 2001 - 2004
Jackson Securities 2000 - 2001
JC Bradford 1997 - 2000
AIG 1996 - 1997
Prudential Securities 1993 - 1996
Skills
Fixed Income, Bonds, Structured Finance, Structured Products, Capital Markets, Investment Banking, Debt, Derivatives, Credit Analysis, Options, Interest Rate..., Market Risk, FX Options, Swaps, Financial Markets, Financial Structuring, Alternative Investments, Bloomberg, Financial Modeling, Hedge Funds, Securities, Valuation
Education
Columbia University - Columbia Business School
MBA, Finance
Stanford University
Bachelor of Arts (B.A.), Economics
Robert Hester Robert Hester's Raymond James Experience February 2013 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan & Co Inc August 2008 - February 2013
Skills
Retirement Planning, Mutual Funds, Financial Advisory, Wealth Management, Strategic Financial..., Securities, Investment Advisory, Financial Planners, Estate Planning, Retirement, Asset Allocation, Networking, Group Insurance, Personal Finance, 401k Rollovers
Education
University of Tennessee-Knoxville 2007 — 2010
Bachelor of Arts (BA)
Carson-Newman College 2006 — 2007
Piano Performance
Raymond James February 2013 - Present
Morgan Keegan & Co Inc August 2008 - February 2013
Skills
Retirement Planning, Mutual Funds, Financial Advisory, Wealth Management, Strategic Financial..., Securities, Investment Advisory, Financial Planners, Estate Planning, Retirement, Asset Allocation, Networking, Group Insurance, Personal Finance, 401k Rollovers
Education
University of Tennessee-Knoxville 2007 — 2010
Bachelor of Arts (BA)
Carson-Newman College 2006 — 2007
Piano Performance
James Cutlar's Raymond James Experience April 2010 - April 2011
Job Sql Developer at US Foods
Industry Computer Software
Experience
Raymond James Financial Inc. June 2012 - June 2014
US Foods December 2011 - May 2012
Northrop Grumman Information Systems June 2011 - December 2011
Raymond James April 2010 - April 2011
Federated Investors September 2008 - April 2010
CDG May 2008 - July 2008
General Electric December 2007 - May 2008
BOA Merchants July 2007 - November 2007
Be Quick, Inc February 2007 - June 2007
Cutlar Enterprises December 2005 - June 2007
Skills
Data Warehousing, Integration, Software Development, COBOL, SQL, SOA, Microsoft SQL Server, HP NonStop, Databases, Unix, Software Project..., Oracle, Agile Methodologies, ETL, Programming, Visual Studio, SDLC, TACL, Business Analysis, Testing, Visual Basic, Requirements Analysis, DB2, T-SQL
Education
College of Southern Nevada 1981 — 1983
AA
Raymond James Financial Inc. June 2012 - June 2014
US Foods December 2011 - May 2012
Northrop Grumman Information Systems June 2011 - December 2011
Raymond James April 2010 - April 2011
Federated Investors September 2008 - April 2010
CDG May 2008 - July 2008
General Electric December 2007 - May 2008
BOA Merchants July 2007 - November 2007
Be Quick, Inc February 2007 - June 2007
Cutlar Enterprises December 2005 - June 2007
Skills
Data Warehousing, Integration, Software Development, COBOL, SQL, SOA, Microsoft SQL Server, HP NonStop, Databases, Unix, Software Project..., Oracle, Agile Methodologies, ETL, Programming, Visual Studio, SDLC, TACL, Business Analysis, Testing, Visual Basic, Requirements Analysis, DB2, T-SQL
Education
College of Southern Nevada 1981 — 1983
AA
Patrick McMahon Patrick McMahon's Raymond James Experience February 2014 - Present
Job Financial Advisor with Raymond James
Industry Investment Management
Experience
Raymond James February 2014 - Present
Ramsey Quantitative Systems Inc August 2008 - August 2012
Education
University of Kentucky 2005 — 2008
Bachelor of Science (B.S.), Finance and Economics
Centre College 2004 — 2005
Psychology
Raymond James February 2014 - Present
Ramsey Quantitative Systems Inc August 2008 - August 2012
Education
University of Kentucky 2005 — 2008
Bachelor of Science (B.S.), Finance and Economics
Centre College 2004 — 2005
Psychology
Derek Eichenwald Derek Eichenwald's Raymond James Experience July 2008 - July 2009
Job Financial Advisor, Senior Investment Executive and Managing Partner at Triumph Capital, LLC
Industry Financial Services
Experience
Triumph Capital, LLC Private Wealth Management July 2009 - Present
Raymond James July 2008 - July 2009
AXA Advisors March 2003 - June 2008
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Mutual Funds, Retirement, Asset Managment, Series 7, Portfolio Management, Fixed Annuities, Financial Advisory, Life Insurance, Financial Planners, Wealth, Investment Banking, Long Term Care Insurance, Series 24, Fixed Income, Private Equity, Insurance, Hedge Funds, Financial Analysis, Equities, Investment Advisory, Wealth Management, FINRA, Investment Strategies, 401k Rollovers, Long-term Care, 401k, Asset Allocation, Securities, Finance, Wealth Management..., Financial Services, Alternative Investments, IRAs, Wealth Accumulation, Disability Insurance, Asset Management, Financial Planning, Series 65, Uniform Combined State...
Education
University of Pennsylvania - The Wharton School 2006 — 2009
Retirement and Estate Planning, Accounting and Finance
Colorado State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Triumph Capital, LLC Private Wealth Management July 2009 - Present
Raymond James July 2008 - July 2009
AXA Advisors March 2003 - June 2008
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Mutual Funds, Retirement, Asset Managment, Series 7, Portfolio Management, Fixed Annuities, Financial Advisory, Life Insurance, Financial Planners, Wealth, Investment Banking, Long Term Care Insurance, Series 24, Fixed Income, Private Equity, Insurance, Hedge Funds, Financial Analysis, Equities, Investment Advisory, Wealth Management, FINRA, Investment Strategies, 401k Rollovers, Long-term Care, 401k, Asset Allocation, Securities, Finance, Wealth Management..., Financial Services, Alternative Investments, IRAs, Wealth Accumulation, Disability Insurance, Asset Management, Financial Planning, Series 65, Uniform Combined State...
Education
University of Pennsylvania - The Wharton School 2006 — 2009
Retirement and Estate Planning, Accounting and Finance
Colorado State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Nann Brewer Nann Brewer's Raymond James Experience September 1999 - Present
Job Financial Advisor, Senior Vice President of Investment at Raymond James
Industry Financial Services
Experience
Raymond James September 1999 - Present
Skills
Retirement, Strategic Financial..., Retirement Planning, Wealth Management, Series 7, Retirement Income..., Financial Planning, Series 63, Investment Advisory, Mutual Funds
Education
College for Financial Planning 2009 — 2010
Accredited Wealth Management Advisor
Troy State University 1994 — 1998
Bachelor's degree, Finance and Financial Management Services
Raymond James September 1999 - Present
Skills
Retirement, Strategic Financial..., Retirement Planning, Wealth Management, Series 7, Retirement Income..., Financial Planning, Series 63, Investment Advisory, Mutual Funds
Education
College for Financial Planning 2009 — 2010
Accredited Wealth Management Advisor
Troy State University 1994 — 1998
Bachelor's degree, Finance and Financial Management Services
Jim Sparhawk Jim Sparhawk's Raymond James Experience November 2002 - Present
Job Vice President, Investments, Financial Advisor & Wealth Manager at Raymond James
Industry Financial Services
Experience
Raymond James November 2002 - Present
First Tennessee Brokerage July 1999 - September 2001
Lockheed Martin Energy Systems October 1991 - September 1998
Lockheed Martin Astronautics Group August 1984 - October 1991
Skills
Financial Services, Investments, Retirement Planning, Stock Market, Technical Analysis, Alternative Investments, Aerospace, Mission Assurance, Reliability, Environmental..., Land Use Issues, Stakeholder Engagement, Oilfield
Education
Colorado State University
Bachelor of Science (BS), Geology
Raymond James November 2002 - Present
First Tennessee Brokerage July 1999 - September 2001
Lockheed Martin Energy Systems October 1991 - September 1998
Lockheed Martin Astronautics Group August 1984 - October 1991
Skills
Financial Services, Investments, Retirement Planning, Stock Market, Technical Analysis, Alternative Investments, Aerospace, Mission Assurance, Reliability, Environmental..., Land Use Issues, Stakeholder Engagement, Oilfield
Education
Colorado State University
Bachelor of Science (BS), Geology
Loring (Bohach) Trent Loring (Bohach) Trent's Raymond James Experience December 2012 - Present
Job Project Manager at Raymond James
Industry Financial Services
Experience
Raymond James December 2012 - Present
Canaccord Financial September 2009 - July 2012
egX Canada June 2007 - October 2008
BC Securities Commission 2003 - June 2007
360networks 2000 - 2003
Vancouver Stock Exchange/CDNX 1989 - 2000
Skills
Business Analysis, SDLC, Risk Management, Integration, Team Management, Telecommunications, Project Management, Change Management, Business Process, Project Planning, Software Project..., Requirements Analysis, IT Strategy, Business Process..., Vendor Management, Governance, Securities, Team Leadership
Education
The University of British Columbia 2006 — 2007
Art History, Religious Studies, Latin
Capilano University 1999 — 2007
Art History, English Literature, Philosophy
Raymond James December 2012 - Present
Canaccord Financial September 2009 - July 2012
egX Canada June 2007 - October 2008
BC Securities Commission 2003 - June 2007
360networks 2000 - 2003
Vancouver Stock Exchange/CDNX 1989 - 2000
Skills
Business Analysis, SDLC, Risk Management, Integration, Team Management, Telecommunications, Project Management, Change Management, Business Process, Project Planning, Software Project..., Requirements Analysis, IT Strategy, Business Process..., Vendor Management, Governance, Securities, Team Leadership
Education
The University of British Columbia 2006 — 2007
Art History, Religious Studies, Latin
Capilano University 1999 — 2007
Art History, English Literature, Philosophy
Rebecca Grisco Rebecca Grisco's Raymond James Experience May 2003 - June 2010
Job Registered Sales Assistant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2012 - Present
Grisco Household June 2008 - Present
Raymond James May 2003 - June 2010
Raymond James Financial January 2003 - June 2010
Raymond James 2002 - 2009
Skills
Asset Managment, Series 7, Microsoft Office, IRAs, Retirement Planning, Wealth Management, Asset Allocation, 401k, Mutual Funds, Securities, Investment Strategies, Strategic Planning, Office Administration
Education
Cedarville University 1997 — 2001
BA, Finance
Raymond James Financial Inc. July 2012 - Present
Grisco Household June 2008 - Present
Raymond James May 2003 - June 2010
Raymond James Financial January 2003 - June 2010
Raymond James 2002 - 2009
Skills
Asset Managment, Series 7, Microsoft Office, IRAs, Retirement Planning, Wealth Management, Asset Allocation, 401k, Mutual Funds, Securities, Investment Strategies, Strategic Planning, Office Administration
Education
Cedarville University 1997 — 2001
BA, Finance
Tracey Martin Reagan Tracey Martin Reagan's Raymond James Experience December 2011 - Present
Job Branch Operations Manager at Raymond James
Industry Financial Services
Experience
Raymond James December 2011 - Present
Granite Financial Group July 2010 - December 2011
JPMorgan Chase December 2003 - June 2010
MORGAN STANLEY DEAN WITTER CO August 2001 - December 2003
MORGAN STANLEY DEAN WITTER CO August 1998 - August 2001
MORGAN STANLEY DEAN WITTER CO August 1996 - August 1998
MORGAN STANLEY DEAN WITTER CO September 1994 - August 1996
MORGAN STANLEY DEAN WITTER CO August 1992 - September 1994
MORGAN STANLEY DEAN WITTER CO June 1991 - August 1992
EDWARD D. JONES & CO October 1989 - June 1991
Skills
Management, Human Resources, Finance, Portfolio Management, Training, Risk Management, Recruiting, Strategy, Performance Management, Banking, Analysis, Sales, Auditing, Securities, Employee Benefits, Internal Audit, Payroll, Financial Services, Policy, Interviews
Education
Colorado Technical University
A.S, Business Administration; HR Management
Houston Community College
Hallsville High School
2004 Graduate of Leadership Marshall
Raymond James December 2011 - Present
Granite Financial Group July 2010 - December 2011
JPMorgan Chase December 2003 - June 2010
MORGAN STANLEY DEAN WITTER CO August 2001 - December 2003
MORGAN STANLEY DEAN WITTER CO August 1998 - August 2001
MORGAN STANLEY DEAN WITTER CO August 1996 - August 1998
MORGAN STANLEY DEAN WITTER CO September 1994 - August 1996
MORGAN STANLEY DEAN WITTER CO August 1992 - September 1994
MORGAN STANLEY DEAN WITTER CO June 1991 - August 1992
EDWARD D. JONES & CO October 1989 - June 1991
Skills
Management, Human Resources, Finance, Portfolio Management, Training, Risk Management, Recruiting, Strategy, Performance Management, Banking, Analysis, Sales, Auditing, Securities, Employee Benefits, Internal Audit, Payroll, Financial Services, Policy, Interviews
Education
Colorado Technical University
A.S, Business Administration; HR Management
Houston Community College
Hallsville High School
2004 Graduate of Leadership Marshall
Jeff Atlas Jeff Atlas's Raymond James Experience October 2008 - Present
Job Senior Vice President Investments at Raymond James, Managing Director
Industry Financial Services
Experience
Raymond James October 2008 - Present
A.G. Edwards & Sons, Inc. May 1999 - October 2008
Skills
Financial Advisory, Retirement, Investments, Securities, Tax, High Net Worth..., Financial Services, Portfolio Management, Series 7, Strategic Financial..., Financial Analysis, Strategy, Financial Risk, Project Planning, Tax Returns, CPA, Certified Financial..., Insurance
Education
Florida Atlantic University 1986 — 1991
BBA, Accounting and Finance
Broward College 1984 — 1985
AA, General Studies
Cooper City High School 1979 — 1983
General
Raymond James October 2008 - Present
A.G. Edwards & Sons, Inc. May 1999 - October 2008
Skills
Financial Advisory, Retirement, Investments, Securities, Tax, High Net Worth..., Financial Services, Portfolio Management, Series 7, Strategic Financial..., Financial Analysis, Strategy, Financial Risk, Project Planning, Tax Returns, CPA, Certified Financial..., Insurance
Education
Florida Atlantic University 1986 — 1991
BBA, Accounting and Finance
Broward College 1984 — 1985
AA, General Studies
Cooper City High School 1979 — 1983
General
Nicole Svec Nicole Svec's Raymond James Experience January 2001 - Present
Job Managing Director, Institutional Equities Raymond James
Industry Financial Services
Experience
Raymond James January 2001 - Present
TD 1998 - 2001
Skills
Portfolio Management, Asset Management, Equities, Equity Research, Investments, Bloomberg, Financial Modeling, Financial Analysis, Capital Markets, Mutual Funds, Valuation, Securities, Investment Strategies
Education
York University - Schulich School of Business 1996 — 1998
MBA
Carleton University
Bachelor of Science (BSc)
Colonel By SS
Raymond James January 2001 - Present
TD 1998 - 2001
Skills
Portfolio Management, Asset Management, Equities, Equity Research, Investments, Bloomberg, Financial Modeling, Financial Analysis, Capital Markets, Mutual Funds, Valuation, Securities, Investment Strategies
Education
York University - Schulich School of Business 1996 — 1998
MBA
Carleton University
Bachelor of Science (BSc)
Colonel By SS
Peter Borho Peter Borho's Raymond James Experience 2005 - July 2015
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. July 2015 - Present
Riverside Limousine August 2004 - Present
Raymond James 2005 - July 2015
Briarcliff Market March 1985 - March 2002
Skills
Retirement Planning, Strategic Financial..., Roth IRA, Retirement, Estate Planning, Trusts, Wealth Management..., Wealth, Financial Advisory, Securities, 401k Rollovers, IRAs, Insurance, Portfolio Management, Fixed Annuities, Pensions, Financial Planners, Investments, Mutual Funds, Series 7, Financial Planning, IRA Rollovers, 529 Plans, IRA's, Insurance Planning, Wealth Transfer, Wealth Preservation, Retirement Income..., Annuities
Education
Colgate University 1980 — 1984
B.A., Economics
Benjamin F. Edwards & Co. July 2015 - Present
Riverside Limousine August 2004 - Present
Raymond James 2005 - July 2015
Briarcliff Market March 1985 - March 2002
Skills
Retirement Planning, Strategic Financial..., Roth IRA, Retirement, Estate Planning, Trusts, Wealth Management..., Wealth, Financial Advisory, Securities, 401k Rollovers, IRAs, Insurance, Portfolio Management, Fixed Annuities, Pensions, Financial Planners, Investments, Mutual Funds, Series 7, Financial Planning, IRA Rollovers, 529 Plans, IRA's, Insurance Planning, Wealth Transfer, Wealth Preservation, Retirement Income..., Annuities
Education
Colgate University 1980 — 1984
B.A., Economics
Dana Goldfarb Dana Goldfarb's Raymond James Experience February 2010 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2010 - Present
Oppenheimer & Co. Inc. November 2004 - February 2010
Wachovia Securities November 2000 - 2004
Sutro & Co April 1995 - December 2000
Bateman Eichler, Hill Richards June 1987 - April 1995
Paine Webber December 1979 - June 1987
Skills
Retirement Planning, Investments, Finance, Mutual Funds, Series 7, Wealth Management, Retirement, Asset Allocation, Investment Strategies, Series 63, Financial Advisory, Investment Advisory, Securities
Education
California State University-Northridge 1974 — 1977
Bachelor of Arts (B.A.), Urban Studies/Affairs
Van Nuys High School 1967 — 1970
High School
Raymond James February 2010 - Present
Oppenheimer & Co. Inc. November 2004 - February 2010
Wachovia Securities November 2000 - 2004
Sutro & Co April 1995 - December 2000
Bateman Eichler, Hill Richards June 1987 - April 1995
Paine Webber December 1979 - June 1987
Skills
Retirement Planning, Investments, Finance, Mutual Funds, Series 7, Wealth Management, Retirement, Asset Allocation, Investment Strategies, Series 63, Financial Advisory, Investment Advisory, Securities
Education
California State University-Northridge 1974 — 1977
Bachelor of Arts (B.A.), Urban Studies/Affairs
Van Nuys High School 1967 — 1970
High School
Chad Bolen's Raymond James Experience January 2007 - July 2013
Job Research Analyst at Penn Capital Management
Industry Capital Markets
Experience
Penn Capital Management August 2013 - Present
Raymond James January 2007 - July 2013
Raymond James & Associates April 2004 - January 2007
Morgan Stanley October 1999 - April 2004
Education
Brown University 1993 — 1998
Penn Capital Management August 2013 - Present
Raymond James January 2007 - July 2013
Raymond James & Associates April 2004 - January 2007
Morgan Stanley October 1999 - April 2004
Education
Brown University 1993 — 1998
Laca Wong-Hammond's Raymond James Experience 2006 - September 2014
Job Managing Director, Real Estate & Healthcare M&A at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps September 2014 - Present
Raymond James 2006 - September 2014
Merrill Lynch & Co. 2004 - 2006
iStar Financial Inc 2000 - 2004
JP Morgan 1999 - 2000
Skills
Private Equity, Capital Markets, Valuation, Asset Managment, Due Diligence, Real Estate Economics, Negotiation, Asset Management, Strategy, Real Estate, Mergers & Acquisitions, Investment Banking, Business Development, Corporate Finance, Equities, Joint Ventures, Financial Modeling, Structured Finance, Portfolio Management, Investments
Education
Cornell University 1995 — 1999
The London School of Economics and Political Science (LSE) 1997 — 1998
Economics and Finance
Harvard Law School
Duff & Phelps September 2014 - Present
Raymond James 2006 - September 2014
Merrill Lynch & Co. 2004 - 2006
iStar Financial Inc 2000 - 2004
JP Morgan 1999 - 2000
Skills
Private Equity, Capital Markets, Valuation, Asset Managment, Due Diligence, Real Estate Economics, Negotiation, Asset Management, Strategy, Real Estate, Mergers & Acquisitions, Investment Banking, Business Development, Corporate Finance, Equities, Joint Ventures, Financial Modeling, Structured Finance, Portfolio Management, Investments
Education
Cornell University 1995 — 1999
The London School of Economics and Political Science (LSE) 1997 — 1998
Economics and Finance
Harvard Law School
Mac Gardner, CFP®, CRPS®, CRPC®'s Raymond James Experience September 2013 - Present
Job Branch Director of Executive Planning at The Noble Group
Industry Financial Services
Experience
The Noble Group September 2014 - Present
Raymond James September 2013 - Present
USAA July 2011 - August 2013
TIAA-CREF 2007 - August 2011
Bank of America March 2007 - November 2007
The Hartford December 2005 - March 2007
SunTrust Bank November 1999 - November 2004
SunTrust Bank November 1996 - November 1999
Education
University of Maryland College Park 1993 — 1998
BA, Government & Politics
College for Financial Planning
CRPS, CRPC
The Noble Group September 2014 - Present
Raymond James September 2013 - Present
USAA July 2011 - August 2013
TIAA-CREF 2007 - August 2011
Bank of America March 2007 - November 2007
The Hartford December 2005 - March 2007
SunTrust Bank November 1999 - November 2004
SunTrust Bank November 1996 - November 1999
Education
University of Maryland College Park 1993 — 1998
BA, Government & Politics
College for Financial Planning
CRPS, CRPC
Ryan Paugh's Raymond James Experience May 2004 - September 2009
Job Financial Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners September 2015 - Present
JPMorgan Chase Bank, N.A. September 2009 - August 2015
Raymond James May 2004 - September 2009
Sand Ridge Golf Club April 2002 - November 2005
Bavarian Village Ski and Snowbard Outfitters August 1995 - June 2004
Skills
Portfolio Management, Mutual Funds, Finance, Series 7, Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Loans, Uniform Combined State..., Wealth Management..., Employee Benefits, Insurance, Risk Management, Disability Insurance, Strategic Financial..., Investments, Alternative Investments, Retirement, Investment Strategies, 401k, Asset Management, Equities, Financial Advisory, Fixed Annuities, Wealth
Education
Cleveland State University 2005 — 2005
Masters Business Administration, Finance and Management
John Carroll University 2000 — 2004
B.S.B.A, Management and Technology
Stratos Wealth Partners September 2015 - Present
JPMorgan Chase Bank, N.A. September 2009 - August 2015
Raymond James May 2004 - September 2009
Sand Ridge Golf Club April 2002 - November 2005
Bavarian Village Ski and Snowbard Outfitters August 1995 - June 2004
Skills
Portfolio Management, Mutual Funds, Finance, Series 7, Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Loans, Uniform Combined State..., Wealth Management..., Employee Benefits, Insurance, Risk Management, Disability Insurance, Strategic Financial..., Investments, Alternative Investments, Retirement, Investment Strategies, 401k, Asset Management, Equities, Financial Advisory, Fixed Annuities, Wealth
Education
Cleveland State University 2005 — 2005
Masters Business Administration, Finance and Management
John Carroll University 2000 — 2004
B.S.B.A, Management and Technology
Ed Cashman's Raymond James Experience November 1999 - Present
Job evp at raymond james
Industry Investment Banking
Experience
raymond james November 1999 - Present
RAYMOND JAMES +ASSOCIATES 2000 - 2008
Education
College of the Holy Cross 1978 — 1982
raymond james November 1999 - Present
RAYMOND JAMES +ASSOCIATES 2000 - 2008
Education
College of the Holy Cross 1978 — 1982
Thomas Curran, CFP®, AIF®'s Raymond James Experience July 2004 - Present
Job SVP of Investments, Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James July 2004 - Present
Education
Cal State Fullerton
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Raymond James July 2004 - Present
Education
Cal State Fullerton
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Vincent L. Petrangelo, AIF, WMS's Raymond James Experience April 2006 - Present
Job Branch Manager
Industry Financial Services
Experience
Raymond James April 2006 - Present
Morgan Stanley June 1998 - April 2006
New York Life Insurance Company June 1997 - June 1998
Education
Bryant University 1993 — 1997
Finance
Agawam High School
Raymond James April 2006 - Present
Morgan Stanley June 1998 - April 2006
New York Life Insurance Company June 1997 - June 1998
Education
Bryant University 1993 — 1997
Finance
Agawam High School
Michelle Paxton's Raymond James Experience July 2009 - February 2011
Job Sr. Manager, IT Customer Support at Raymond James & Associates, Inc
Industry Information Technology and Services
Experience
Raymond James & Associates, Inc February 2011 - Present
Raymond James July 2009 - February 2011
Raymond James & Associates February 2005 - July 2009
Education
Clarion University of Pennsylvania 1986 — 1990
Raymond James & Associates, Inc February 2011 - Present
Raymond James July 2009 - February 2011
Raymond James & Associates February 2005 - July 2009
Education
Clarion University of Pennsylvania 1986 — 1990
Reuben B. Johnson III's Raymond James Experience 2000 - 2002
Job Managing Director
Industry Investment Banking
Experience
Botsford Associates March 2011 - Present
BG Strategic Advisors January 2009 - March 2011
Botsford Associates January 2003 - December 2008
Raymond James 2000 - 2002
Lehman Brothers 1986 - 1999
US Peace Corps 1968 - 1970
Skills
Mergers, Due Diligence, Financial Analysis, Business Strategy, Investment Banking, Private Equity, Strategic Planning, Equities, Investments, Venture Capital
Education
Columbia University in the City of New York 1970 — 1974
M.Phil., Political Science
Tufts University - The Fletcher School of Law and Diplomacy 1967 — 1968
M.A., International Development Studies, latin America
Wesleyan University 1963 — 1967
B.A with Honors, Politics, Economics and History
Shrewsbury School, Shrewsbury, Salop, England 1962 — 1963
High School, Engllish Speaking Union Fellowship
Botsford Associates March 2011 - Present
BG Strategic Advisors January 2009 - March 2011
Botsford Associates January 2003 - December 2008
Raymond James 2000 - 2002
Lehman Brothers 1986 - 1999
US Peace Corps 1968 - 1970
Skills
Mergers, Due Diligence, Financial Analysis, Business Strategy, Investment Banking, Private Equity, Strategic Planning, Equities, Investments, Venture Capital
Education
Columbia University in the City of New York 1970 — 1974
M.Phil., Political Science
Tufts University - The Fletcher School of Law and Diplomacy 1967 — 1968
M.A., International Development Studies, latin America
Wesleyan University 1963 — 1967
B.A with Honors, Politics, Economics and History
Shrewsbury School, Shrewsbury, Salop, England 1962 — 1963
High School, Engllish Speaking Union Fellowship
Jeff Finley's Raymond James Experience 2005 - 2010
Job Marketing and Finance
Industry Financial Services
Experience
Westside Trading Company, Inc. 2013 - Present
Pillar Advisors October 2010 - Present
California State University, Fresno 2008 - Present
United Security Bank September 2007 - October 2010
Raymond James 2005 - 2010
ICG Financial 2004 - 2007
AST StockPlan 1997 - 2004
Citigroup 1999 - 2003
Education
California State University, Fresno 2003 — 2005
MBA, Finance
Westside Trading Company, Inc. 2013 - Present
Pillar Advisors October 2010 - Present
California State University, Fresno 2008 - Present
United Security Bank September 2007 - October 2010
Raymond James 2005 - 2010
ICG Financial 2004 - 2007
AST StockPlan 1997 - 2004
Citigroup 1999 - 2003
Education
California State University, Fresno 2003 — 2005
MBA, Finance
Euchul Kim's Raymond James Experience 1999 - 2002
Job Corporate Finance Business Development Manager at Yahoo!
Industry Internet
Experience
Yahoo! September 2010 - Present
Bibim Media February 2009 - August 2010
SK Telecom International October 2007 - January 2009
Grobstein, Horwath & Company LLP December 2005 - September 2007
Raymond James 1999 - 2002
Wilshire Associates 1997 - 1999
Education
Brown University
BA, Business Economics
University of Southern California
MBA
Yahoo! September 2010 - Present
Bibim Media February 2009 - August 2010
SK Telecom International October 2007 - January 2009
Grobstein, Horwath & Company LLP December 2005 - September 2007
Raymond James 1999 - 2002
Wilshire Associates 1997 - 1999
Education
Brown University
BA, Business Economics
University of Southern California
MBA
John Schloss's Raymond James Experience 2001 - Present
Job Associate Vice President Investments at Raymond James
Industry Investment Management
Experience
Raymond James 2001 - Present
Sterling Partners January 1997 - Present
Skills
Wealth Transfer, Investment Advisory, Retirement Planning, Estate Planning, Portfolio Management, Alternative Investments, Structured Products, Investment Banking, Private Equity, Life Insurance, Long-term Care, Venture Capital, Angel Investing, College Planning, Limited Partnerships
Education
Case Western Reserve University School of Law
Juris Doctorate, Law
Haverford College
Bachelor of Arts (B.A.)
Raymond James 2001 - Present
Sterling Partners January 1997 - Present
Skills
Wealth Transfer, Investment Advisory, Retirement Planning, Estate Planning, Portfolio Management, Alternative Investments, Structured Products, Investment Banking, Private Equity, Life Insurance, Long-term Care, Venture Capital, Angel Investing, College Planning, Limited Partnerships
Education
Case Western Reserve University School of Law
Juris Doctorate, Law
Haverford College
Bachelor of Arts (B.A.)
Philip Guercio,AIF®'s Raymond James Experience February 1982 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 1982 - Present
Skills
Series 7, Accredited Investment...
Education
Brooks Institute 1974 — 1977
Bachelor's Degree
Brooks Institute Santa Barbara
Raymond James February 1982 - Present
Skills
Series 7, Accredited Investment...
Education
Brooks Institute 1974 — 1977
Bachelor's Degree
Brooks Institute Santa Barbara
Marily Berger's Raymond James Experience April 2001 - February 2007
Job Software Business Analyst at Mercury Payment Systems
Industry Financial Services
Experience
Mercury Payment Systems August 2012 - Present
Native Roots Garden Center, Inc. May 2011 - July 2013
Central Piedmont Community College May 2009 - December 2011
Cox Target Media July 2007 - April 2009
Raymond James April 2001 - February 2007
Equifax Payment Services, Inc. 1995 - 2001
Freddie Mac 1988 - 1995
Fannie Mae Corporation 1986 - 1987
Skills
Access, Microsoft Office, SQL, Excel, Microsoft Excel, Visio, Project Management, Process Improvement, Analysis, Business Analysis
Education
Central Piedmont Community College
A.A.S., Horticulture Technology
George Mason University
Business Administration
Mercury Payment Systems August 2012 - Present
Native Roots Garden Center, Inc. May 2011 - July 2013
Central Piedmont Community College May 2009 - December 2011
Cox Target Media July 2007 - April 2009
Raymond James April 2001 - February 2007
Equifax Payment Services, Inc. 1995 - 2001
Freddie Mac 1988 - 1995
Fannie Mae Corporation 1986 - 1987
Skills
Access, Microsoft Office, SQL, Excel, Microsoft Excel, Visio, Project Management, Process Improvement, Analysis, Business Analysis
Education
Central Piedmont Community College
A.A.S., Horticulture Technology
George Mason University
Business Administration
Tim O'Rourke's Raymond James Experience 1990 - 2004
Job Managing Partner & CEO FinServ Consulting Group
Industry Financial Services
Experience
FinServ Consulting Group March 2010 - Present
CapAlt 2011 - 2013
WorkLife HR March 2008 - March 2010
FSC Securities, Inc., AIG Advisor Group February 2004 - February 2008
AIG Advisor Group 2003 - 2008
Raymond James Financial December 1990 - January 2004
Raymond James 1990 - 2004
Charter National Life March 1988 - February 1990
PAMCO Insurance & Securities December 1985 - February 1988
Skills
Busness Analysis, Investments, Strategic Coaching, Recruiting, Management Consulting, Mergers, Financial Advisory, Retail, Boker-Dealer Analysis, IRIA, Alternative Investments, Leadership, Business Development, Management, Mergers & Acquisitions, Strategic Financial..., Finance, Financial Services, Securities, Public Speaking, Strategy, Mutual Funds, Coaching, New Business Development, Strategic Planning, Sales, Marketing, Consulting, Human Resources, Fixed Annuities, Investment Advisory, 401k, Series 7, Retirement Planning, Insurance, Series 63, Retirement, FINRA, Asset Allocation, Series 24, Financial Planning
Education
California State University-Fullerton 1975 — 1977
Counseling
MacMurray College 1970 — 1974
BS, Education
FinServ Consulting Group March 2010 - Present
CapAlt 2011 - 2013
WorkLife HR March 2008 - March 2010
FSC Securities, Inc., AIG Advisor Group February 2004 - February 2008
AIG Advisor Group 2003 - 2008
Raymond James Financial December 1990 - January 2004
Raymond James 1990 - 2004
Charter National Life March 1988 - February 1990
PAMCO Insurance & Securities December 1985 - February 1988
Skills
Busness Analysis, Investments, Strategic Coaching, Recruiting, Management Consulting, Mergers, Financial Advisory, Retail, Boker-Dealer Analysis, IRIA, Alternative Investments, Leadership, Business Development, Management, Mergers & Acquisitions, Strategic Financial..., Finance, Financial Services, Securities, Public Speaking, Strategy, Mutual Funds, Coaching, New Business Development, Strategic Planning, Sales, Marketing, Consulting, Human Resources, Fixed Annuities, Investment Advisory, 401k, Series 7, Retirement Planning, Insurance, Series 63, Retirement, FINRA, Asset Allocation, Series 24, Financial Planning
Education
California State University-Fullerton 1975 — 1977
Counseling
MacMurray College 1970 — 1974
BS, Education
Jeff Abt's Raymond James Experience September 2009 - March 2010
Job Managing Director at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital May 2015 - Present
JPMorgan Chase August 2011 - May 2015
RBC Capital Markets April 2010 - August 2011
Raymond James September 2009 - March 2010
Intermarket Corp June 2008 - August 2009
Goldman Sachs August 2006 - May 2008
Lehman Brothers August 1998 - July 2006
Scotiabank 1993 - 1998
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, Accounting
University College of London 1985 — 1986
Economics
Bucknell University
Bachelor of Arts, Economics
Macquarie Capital May 2015 - Present
JPMorgan Chase August 2011 - May 2015
RBC Capital Markets April 2010 - August 2011
Raymond James September 2009 - March 2010
Intermarket Corp June 2008 - August 2009
Goldman Sachs August 2006 - May 2008
Lehman Brothers August 1998 - July 2006
Scotiabank 1993 - 1998
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, Accounting
University College of London 1985 — 1986
Economics
Bucknell University
Bachelor of Arts, Economics
Andrea Kotch Duda's Raymond James Experience January 1993 - Present
Job CFP® professional, Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James January 1993 - Present
Merrill Lynch September 1989 - January 1993
Skills
Retirement Planning, Retirement, Financial Planning, Estate Planning, Asset Allocation
Education
College for Financial Planning 1984 — 1989
CFP® professional, Financial Planning
Western Michigan University - Haworth College of Business 1976 — 1980
BBA, Management, Finance
Raymond James January 1993 - Present
Merrill Lynch September 1989 - January 1993
Skills
Retirement Planning, Retirement, Financial Planning, Estate Planning, Asset Allocation
Education
College for Financial Planning 1984 — 1989
CFP® professional, Financial Planning
Western Michigan University - Haworth College of Business 1976 — 1980
BBA, Management, Finance
Brett Curlee's Raymond James Experience 2009 - 2009
Job Executive Director Bushi Ban International Sienna Plantation LLC
Industry Health, Wellness and Fitness
Experience
Bushi Ban International - Sienna Plantation LLC May 2014 - Present
Raymond James 2009 - 2009
Kanaly Trust Company November 2003 - April 2008
Smith Barney March 2002 - November 2003
Morgan Stanley September 2000 - November 2001
Education
Cornell College 1991 — 1993
BSS, Economics
Bushi Ban International - Sienna Plantation LLC May 2014 - Present
Raymond James 2009 - 2009
Kanaly Trust Company November 2003 - April 2008
Smith Barney March 2002 - November 2003
Morgan Stanley September 2000 - November 2001
Education
Cornell College 1991 — 1993
BSS, Economics
Rob Lampe, CFP®'s Raymond James Experience February 2011 - Present
Job Vice President Investments
Industry Financial Services
Experience
Raymond James February 2011 - Present
Morgan Stanley Smith Barney 1994 - February 2011
J.C. Bradford & Company November 1992 - August 1994
Skills
Estate Planning, Retirement Planning, Wealth Management, Strategic Financial..., Alternative Investments, Asset Managment, Financial Services, Philanthropy, Investment Strategies, Financial Goals, Asset Allocation, Series 7, Mutual Funds, Investments, 401k, Equities, Retirement, Mortgage Lending, Investment Advisory, Portfolio Management, 401k Rollovers, Investment Management, Due Diligence, Variable Annuities, Certified Financial..., Financial Advisory, Loans
Education
College for Financial Planning 2000 — 2001
CFP
Purdue University 1987 — 1993
BA, Political Science
Raymond James February 2011 - Present
Morgan Stanley Smith Barney 1994 - February 2011
J.C. Bradford & Company November 1992 - August 1994
Skills
Estate Planning, Retirement Planning, Wealth Management, Strategic Financial..., Alternative Investments, Asset Managment, Financial Services, Philanthropy, Investment Strategies, Financial Goals, Asset Allocation, Series 7, Mutual Funds, Investments, 401k, Equities, Retirement, Mortgage Lending, Investment Advisory, Portfolio Management, 401k Rollovers, Investment Management, Due Diligence, Variable Annuities, Certified Financial..., Financial Advisory, Loans
Education
College for Financial Planning 2000 — 2001
CFP
Purdue University 1987 — 1993
BA, Political Science
Bert Miller's Raymond James Experience March 2007 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Chesterton/Duneland Chamber of Commerce 2010 - Present
Raymond James March 2007 - Present
Skills
Investments, Securities, Finance, Financial Advisory, Retirement Planning, Retirement, Certified Financial..., Financial Analysis, 401k, Portfolio Management, Series 7, Estate Planning, Financial Planning, Insurance, Strategic Financial..., Fixed Annuities, IRAs, Stocks
Education
College for Financial Planning
CFP® Professional
Indiana University - Kelley School of Business
MSBA, Finance
Purdue University - Krannert School of Management
BSIM, Finance
The American College
ChFC
Chesterton/Duneland Chamber of Commerce 2010 - Present
Raymond James March 2007 - Present
Skills
Investments, Securities, Finance, Financial Advisory, Retirement Planning, Retirement, Certified Financial..., Financial Analysis, 401k, Portfolio Management, Series 7, Estate Planning, Financial Planning, Insurance, Strategic Financial..., Fixed Annuities, IRAs, Stocks
Education
College for Financial Planning
CFP® Professional
Indiana University - Kelley School of Business
MSBA, Finance
Purdue University - Krannert School of Management
BSIM, Finance
The American College
ChFC
Manuel Angeles's Raymond James Experience November 2009 - April 2012
Job Vice President, Public Finance Relationship Management at Moody's Investors Service
Industry Investment Banking
Experience
Moody's Investors Service May 2015 - Present
CastleOak Securities, L.P. July 2012 - January 2014
Raymond James November 2009 - April 2012
DEPFA First Albany Securities 2004 - 2009
Lamont Financial Services Corporation 2002 - 2004
PricewaterhouseCoopers Securities 2001 - 2002
Lehman Brothers 1997 - 2001
Merrill Lynch 1989 - 1994
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Columbia College (NY) 1980 — 1984
BA, Computer Science
Moody's Investors Service May 2015 - Present
CastleOak Securities, L.P. July 2012 - January 2014
Raymond James November 2009 - April 2012
DEPFA First Albany Securities 2004 - 2009
Lamont Financial Services Corporation 2002 - 2004
PricewaterhouseCoopers Securities 2001 - 2002
Lehman Brothers 1997 - 2001
Merrill Lynch 1989 - 1994
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Columbia College (NY) 1980 — 1984
BA, Computer Science
Glenn Dornsife's Raymond James Experience May 2003 - Present
Job First Vice President, Investments/Wealth Management Specialist at Raymond James
Industry Financial Services
Experience
Raymond James May 2003 - Present
Smith Barney August 1990 - October 2000
Merrill Lynch May 1976 - August 1990
US Army May 1969 - June 1975
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investments, Securities, Finance, Asset Management, Financial Analysis, Financial Advisory, Mutual Funds, Series 7, Financial Services
Education
The University of Texas at Arlington 1975 — 1976
Business
Colorado State University 1965 — 1969
BS, Political Science, Psychology
Raymond James May 2003 - Present
Smith Barney August 1990 - October 2000
Merrill Lynch May 1976 - August 1990
US Army May 1969 - June 1975
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investments, Securities, Finance, Asset Management, Financial Analysis, Financial Advisory, Mutual Funds, Series 7, Financial Services
Education
The University of Texas at Arlington 1975 — 1976
Business
Colorado State University 1965 — 1969
BS, Political Science, Psychology
Christine Albertelli's Raymond James Experience 2009 - 2011
Job Director of Budget and Financial Analysis at MIT
Industry Higher Education
Experience
Massachusetts Institute of Technology 2013 - Present
Performance + Lifestyle Group 2011 - 2013
Raymond James 2009 - 2011
Lane Berry 2002 - 2009
Donaldson, Lufkin & Jenrette / Credit Suisse First Boston 1997 - 2002
Skills
Financial Modeling, Corporate Finance, Investment Banking, Finance, Strategy, Equities, Analysis, Mergers & Acquisitions
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Management
Columbia University in the City of New York 1986 — 1990
BS, Operations Research
Massachusetts Institute of Technology 2013 - Present
Performance + Lifestyle Group 2011 - 2013
Raymond James 2009 - 2011
Lane Berry 2002 - 2009
Donaldson, Lufkin & Jenrette / Credit Suisse First Boston 1997 - 2002
Skills
Financial Modeling, Corporate Finance, Investment Banking, Finance, Strategy, Equities, Analysis, Mergers & Acquisitions
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Management
Columbia University in the City of New York 1986 — 1990
BS, Operations Research
Craig Sapuppo's Raymond James Experience March 2007 - Present
Job Managing Director, Raymond James
Industry Financial Services
Experience
Raymond James March 2007 - Present
Piper Jaffray June 2002 - March 2007
ING October 1999 - March 2002
KeyBanc Capital Markets March 1997 - October 1999
Prudential Financial April 1995 - October 1996
ADP June 1994 - April 1995
Skills
Equities, Equity Research, Hedge Funds
Education
Bryant University 1990 — 1994
BS, Marketing
Raymond James March 2007 - Present
Piper Jaffray June 2002 - March 2007
ING October 1999 - March 2002
KeyBanc Capital Markets March 1997 - October 1999
Prudential Financial April 1995 - October 1996
ADP June 1994 - April 1995
Skills
Equities, Equity Research, Hedge Funds
Education
Bryant University 1990 — 1994
BS, Marketing
Peter Sprague's Raymond James Experience February 1990 - January 1998
Job Senior Manager Leadership Development at Ceridian
Industry Human Resources
Experience
Ceridian June 2011 - Present
Ceridian September 2010 - June 2011
FIS December 2007 - August 2010
Corporate Training Partners, Inc. July 1998 - December 2007
Raymond James February 1990 - January 1998
Raymond James Financial Inc. November 1985 - July 1989
Skills
Process Improvement, Employee Engagement, Leadership Development, Performance Management, Change Management, Management, Program Management, Coaching, Team Building, Leadership, Workshop Facilitation, Sales Management, Training, Talent Management, Performance Improvement, Executive Coaching, Employee Benefits, Software Documentation, Organizational..., Recruiting, Talent Acquisition, Human Resources, SaaS, Strategic Planning, Employee Training, Instructional Design, Succession Planning, Outsourcing, Sales Process, Learning Management, Call Centers, Vendor Management, Organizational..., Employee Relations, Onboarding, Personnel Management, Workforce Planning
Education
University of South Florida 1987 — 1989
MA, Science Education
Catawba College 1979 — 1983
BA, Accounting, Conservation Biology
Ceridian June 2011 - Present
Ceridian September 2010 - June 2011
FIS December 2007 - August 2010
Corporate Training Partners, Inc. July 1998 - December 2007
Raymond James February 1990 - January 1998
Raymond James Financial Inc. November 1985 - July 1989
Skills
Process Improvement, Employee Engagement, Leadership Development, Performance Management, Change Management, Management, Program Management, Coaching, Team Building, Leadership, Workshop Facilitation, Sales Management, Training, Talent Management, Performance Improvement, Executive Coaching, Employee Benefits, Software Documentation, Organizational..., Recruiting, Talent Acquisition, Human Resources, SaaS, Strategic Planning, Employee Training, Instructional Design, Succession Planning, Outsourcing, Sales Process, Learning Management, Call Centers, Vendor Management, Organizational..., Employee Relations, Onboarding, Personnel Management, Workforce Planning
Education
University of South Florida 1987 — 1989
MA, Science Education
Catawba College 1979 — 1983
BA, Accounting, Conservation Biology
Austin Sigety's Raymond James Experience 2008 - 2009
Job President
Industry Real Estate
Experience
Bison Investments, Inc. 2012 - Present
Outrigger Investments, Inc. 2012 - Present
Kenbar Management 2009 - 2011
Raymond James 2008 - 2009
Skills
Asset Management, Business, Due Diligence, Electronic Trading, Estate Planning, Financial Modeling, Financial Services, Investments, Marketing, Strategic Financial..., Uniform Combined State..., Equities, Private Equity, Hedge Funds, Mutual Funds
Education
Colgate University 2004 — 2008
B.A., English
SEA Education Asociation 2006 — 2006
Oceanography
Tampa Preparatory School 2000 — 2004
Bison Investments, Inc. 2012 - Present
Outrigger Investments, Inc. 2012 - Present
Kenbar Management 2009 - 2011
Raymond James 2008 - 2009
Skills
Asset Management, Business, Due Diligence, Electronic Trading, Estate Planning, Financial Modeling, Financial Services, Investments, Marketing, Strategic Financial..., Uniform Combined State..., Equities, Private Equity, Hedge Funds, Mutual Funds
Education
Colgate University 2004 — 2008
B.A., English
SEA Education Asociation 2006 — 2006
Oceanography
Tampa Preparatory School 2000 — 2004
Tim Jones, AAMS, AWMA's Raymond James Experience February 2005 - Present
Job First VP of Investments Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2005 - Present
Robert W Baird July 2000 - February 2005
Stifel Nicolaus February 1993 - July 2000
United States Navy May 1981 - April 1989
Skills
Strategic Financial..., Investment Management, Series 7, Retirement Planning, Investments, Financial Advisory, Securities
Education
University of Richmond 1977 — 1981
BA, Speech Communications
Choate Rosemary Hall 1973 — 1977
Raymond James February 2005 - Present
Robert W Baird July 2000 - February 2005
Stifel Nicolaus February 1993 - July 2000
United States Navy May 1981 - April 1989
Skills
Strategic Financial..., Investment Management, Series 7, Retirement Planning, Investments, Financial Advisory, Securities
Education
University of Richmond 1977 — 1981
BA, Speech Communications
Choate Rosemary Hall 1973 — 1977
Al Kowalski, CRPC®'s Raymond James Experience March 2010 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James March 2010 - Present
Merrill Lynch August 2006 - March 2010
Merrill Lynch April 1999 - August 2006
Skills
Retirement Planning, Securities, Investment Advisory, Strategic Financial..., Investments, Financial Advisory
Education
Central Michigan University 1980 — 1984
Business, Marketing
Raymond James March 2010 - Present
Merrill Lynch August 2006 - March 2010
Merrill Lynch April 1999 - August 2006
Skills
Retirement Planning, Securities, Investment Advisory, Strategic Financial..., Investments, Financial Advisory
Education
Central Michigan University 1980 — 1984
Business, Marketing
David Nelson's Raymond James Experience June 2013 - November 2014
Job Regional Vice President, Western USA
Industry Insurance
Experience
Dedicated Distribution Partners, LLC. August 2015 - Present
BancWest Investment Services November 2014 - April 2015
Raymond James June 2013 - November 2014
Compak Asset Management March 2005 - June 2013
Atlas Securities September 2003 - November 2004
Compak Asset Management January 2003 - September 2003
Morgan Stanley October 2000 - January 2003
Skills
Financial Advisory, Asset Managment, Strategic Financial..., Financial Services, Retirement Planning, Mutual Funds, Asset Management, Investments, Retirement, Wealth, Bonds, Alternative Investments, Wealth Management, Investment Advisory, Securities, Series 7
Education
California State University-Long Beach
Bachelor's degree, Finance and Financial Management Services
Mission Viejo High School
University of California, Irvine
Personal Financial Planner, Financial Planning and Services
Dedicated Distribution Partners, LLC. August 2015 - Present
BancWest Investment Services November 2014 - April 2015
Raymond James June 2013 - November 2014
Compak Asset Management March 2005 - June 2013
Atlas Securities September 2003 - November 2004
Compak Asset Management January 2003 - September 2003
Morgan Stanley October 2000 - January 2003
Skills
Financial Advisory, Asset Managment, Strategic Financial..., Financial Services, Retirement Planning, Mutual Funds, Asset Management, Investments, Retirement, Wealth, Bonds, Alternative Investments, Wealth Management, Investment Advisory, Securities, Series 7
Education
California State University-Long Beach
Bachelor's degree, Finance and Financial Management Services
Mission Viejo High School
University of California, Irvine
Personal Financial Planner, Financial Planning and Services
John E. (Jef) Fitch, III, CFP®, CIMA®'s Raymond James Experience 2014 - Present
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James 2014 - Present
Wells Fargo Advisors November 1999 - September 2014
Paine Webber August 1995 - November 1999
CME Group January 1982 - January 1995
Skills
Investments, Securities, Retirement Planning, Portfolio Management, Finance, Series 7, Trading, Asset Management, Insurance, Equities
Education
Carroll University 1980 — 1982
Bachelor's, Economics
Raymond James 2014 - Present
Wells Fargo Advisors November 1999 - September 2014
Paine Webber August 1995 - November 1999
CME Group January 1982 - January 1995
Skills
Investments, Securities, Retirement Planning, Portfolio Management, Finance, Series 7, Trading, Asset Management, Insurance, Equities
Education
Carroll University 1980 — 1982
Bachelor's, Economics
Marc Young, CFP® CIMA®'s Raymond James Experience February 2012 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2012 - Present
Merrill Lynch July 1998 - February 2012
Skills
Series 7, Securities, Series 63, Portfolio Management, Investment Advisory, Alternative Investments, Asset Allocation, Wealth Management, Certified Financial..., Series 65, Financial Advisory, Strategic Financial..., Retirement Planning, Valuation, CIMA, MBA, Certified Investment..., Personal Financial...
Education
College for Financial Planning 2006 — 2007
CFP
Indiana University-Southeast 2000 — 2004
MBA, Business
University of Pennsylvania - The Wharton School 2002 — 2003
CIMA
University of Louisville 1993 — 1996
BS, Accounting
University of Louisville 1987 — 1990
BSBA, Political Science
Raymond James February 2012 - Present
Merrill Lynch July 1998 - February 2012
Skills
Series 7, Securities, Series 63, Portfolio Management, Investment Advisory, Alternative Investments, Asset Allocation, Wealth Management, Certified Financial..., Series 65, Financial Advisory, Strategic Financial..., Retirement Planning, Valuation, CIMA, MBA, Certified Investment..., Personal Financial...
Education
College for Financial Planning 2006 — 2007
CFP
Indiana University-Southeast 2000 — 2004
MBA, Business
University of Pennsylvania - The Wharton School 2002 — 2003
CIMA
University of Louisville 1993 — 1996
BS, Accounting
University of Louisville 1987 — 1990
BSBA, Political Science
Jim Appel CFP®'s Raymond James Experience May 2007 - Present
Job Associate Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 2007 - Present
Morgan Stanley October 2000 - May 2007
A. G. Edwards and Sons, Inc. May 1992 - October 2000
Skills
Investments, Finance, Equities, Alternative Investments, Wealth Management..., Financial Services, Management, Series 7, Retirement Planning, Wealth Management, Venture Capital, Asset Allocation, Mutual Funds, Investment Advisory, Series 63, Securities, Retirement
Education
Certified Financial Planner Board of Standards 2004 — 2005
CERTIFIED FINANCIAL PLANNER™ (CFP®)
State of Colorado 1983 — 1984
Certified Public Accountant, CPA
Colorado College 1975 — 1979
Bachelor of Arts in Economics, Economics
Raymond James May 2007 - Present
Morgan Stanley October 2000 - May 2007
A. G. Edwards and Sons, Inc. May 1992 - October 2000
Skills
Investments, Finance, Equities, Alternative Investments, Wealth Management..., Financial Services, Management, Series 7, Retirement Planning, Wealth Management, Venture Capital, Asset Allocation, Mutual Funds, Investment Advisory, Series 63, Securities, Retirement
Education
Certified Financial Planner Board of Standards 2004 — 2005
CERTIFIED FINANCIAL PLANNER™ (CFP®)
State of Colorado 1983 — 1984
Certified Public Accountant, CPA
Colorado College 1975 — 1979
Bachelor of Arts in Economics, Economics
Laura Steckler, CFP®'s Raymond James Experience March 2006 - Present
Job CERTIFIED FINANCIAL PLANNER™, First Vice President, Investments, Managing Director, Investments
Industry Financial Services
Experience
Raymond James March 2006 - Present
Education
New York University 1999 — 2001
Master's, Clinical Social Work
Brooklyn College 1991 — 1996
Bachelor's Degree, Psychology
Raymond James March 2006 - Present
Education
New York University 1999 — 2001
Master's, Clinical Social Work
Brooklyn College 1991 — 1996
Bachelor's Degree, Psychology
Jenn Maly's Raymond James Experience July 2010 - October 2011
Job Mutual Fund Information Specialist at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. October 2011 - Present
Raymond James July 2010 - October 2011
Skills
Microsoft Office
Education
Champlain College
Cyber/Computer Forensics and Counterterrorism
Raymond James Financial, Inc. October 2011 - Present
Raymond James July 2010 - October 2011
Skills
Microsoft Office
Education
Champlain College
Cyber/Computer Forensics and Counterterrorism
Wendis Collado's Raymond James Experience 2001 - 2005
Job Administrative Coordinator at VNSNY
Industry Hospital & Health Care
Experience
VNSNY May 2006 - Present
Raymond James 2001 - 2005
Education
City University of New York-Hunter College
BA, Economics
NYU
VNSNY May 2006 - Present
Raymond James 2001 - 2005
Education
City University of New York-Hunter College
BA, Economics
NYU
Baraka Wingate's Raymond James Experience August 2004 - June 2013
Job Finance Associate
Industry Accounting
Experience
Dewey Square Group June 2013 - Present
Raymond James August 2004 - June 2013
Skills
Securities, Series 7
Education
College of Southern Maryland 1999 — 2001
Associates Degree, Majored in Accounting, Minored in Business Administration
Dewey Square Group June 2013 - Present
Raymond James August 2004 - June 2013
Skills
Securities, Series 7
Education
College of Southern Maryland 1999 — 2001
Associates Degree, Majored in Accounting, Minored in Business Administration
Kevin Dallas's Raymond James Experience December 2006 - Present
Job Sr. Investment Management Specialist, Shaw Investment Management of Raymond James
Industry Investment Management
Experience
Raymond James December 2006 - Present
Raymond James June 2003 - December 2006
Raymond James July 2001 - June 2003
First Horizon National Corporation May 1999 - July 2001
Skills
CFA Level II Candidate, Series 7, Series 66
Education
Christian Brothers University
Master of Business Administration (MBA), Finance
The University of Memphis
Bachelor of Business Administration (BBA), Finance
Raymond James December 2006 - Present
Raymond James June 2003 - December 2006
Raymond James July 2001 - June 2003
First Horizon National Corporation May 1999 - July 2001
Skills
CFA Level II Candidate, Series 7, Series 66
Education
Christian Brothers University
Master of Business Administration (MBA), Finance
The University of Memphis
Bachelor of Business Administration (BBA), Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS