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
Patricia Emser Patricia Emser's Raymond James Experience October 2007 - September 2008
Job Technology Manager at Accenture
Industry Information Technology and Services
Experience
Accenture July 2011 - Present
Raymond James Financial 2008 - June 2011
Raymond James October 2007 - September 2008
Raymond James May 2006 - November 2007
Eckerd 2001 - 2004
Paradyne 1985 - 2001
Skills
ITIL Process..., ITIL Service Strategy, ITIL v3 Foundations..., Business Process..., IT Infrastructure..., Business Process..., IT Strategy, Configuration Management, IT Service Management, ITIL, Enterprise Architecture, SDLC, Change Management, Process Improvement, SharePoint, Requirements Analysis, Process Management, Business Process, Requirements Gathering, Vendor Management, Release Management, Business Analysis, Management, PMP, Product Management, Integration, PMO, Information Technology, CMDB, IT Management, Strategy, Visio, Service Management, Software Project..., Series 7, Business Requirements, IT Transformation, Consulting, Business Process Design, Leadership, Agile Project Management, Systems Analysis, Governance, Agile Methodologies, Resource Management, Project Portfolio..., IT Operations, Incident Management, Disaster Recovery, Analysis
Education
Florida Institute of Technology 1989 — 1994
MBA
Eckerd College 1985 — 1987
BA
Accenture July 2011 - Present
Raymond James Financial 2008 - June 2011
Raymond James October 2007 - September 2008
Raymond James May 2006 - November 2007
Eckerd 2001 - 2004
Paradyne 1985 - 2001
Skills
ITIL Process..., ITIL Service Strategy, ITIL v3 Foundations..., Business Process..., IT Infrastructure..., Business Process..., IT Strategy, Configuration Management, IT Service Management, ITIL, Enterprise Architecture, SDLC, Change Management, Process Improvement, SharePoint, Requirements Analysis, Process Management, Business Process, Requirements Gathering, Vendor Management, Release Management, Business Analysis, Management, PMP, Product Management, Integration, PMO, Information Technology, CMDB, IT Management, Strategy, Visio, Service Management, Software Project..., Series 7, Business Requirements, IT Transformation, Consulting, Business Process Design, Leadership, Agile Project Management, Systems Analysis, Governance, Agile Methodologies, Resource Management, Project Portfolio..., IT Operations, Incident Management, Disaster Recovery, Analysis
Education
Florida Institute of Technology 1989 — 1994
MBA
Eckerd College 1985 — 1987
BA
Keith Meyers Keith Meyers's Raymond James Experience April 2012 - Present
Job
Industry Investment Banking
Experience
Raymond James April 2012 - Present
Morgan Keegan & Company March 2005 - April 2012
Raymond James July 2000 - March 2005
Deloitte & Touche July 1995 - July 1998
Skills
Investment Banking, Mergers & Acquisitions, Public Equity Offerings, Private Equity, Debt Placements, Private Placements, Valuation, Capital Markets, Capital Raising, Corporate Finance, Due Diligence, Financial Modeling, Financial Services, IPO, Strategy
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA, Finance
Washington University in St. Louis 1991 — 2005
BSBA, Dual Major - Accounting/Finance
Raymond James April 2012 - Present
Morgan Keegan & Company March 2005 - April 2012
Raymond James July 2000 - March 2005
Deloitte & Touche July 1995 - July 1998
Skills
Investment Banking, Mergers & Acquisitions, Public Equity Offerings, Private Equity, Debt Placements, Private Placements, Valuation, Capital Markets, Capital Raising, Corporate Finance, Due Diligence, Financial Modeling, Financial Services, IPO, Strategy
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA, Finance
Washington University in St. Louis 1991 — 2005
BSBA, Dual Major - Accounting/Finance
Ann Higgens, WMS's Raymond James Experience October 2007 - Present
Job Financial Advisor, Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James October 2007 - Present
Drexel Financial Services October 2000 - September 2007
Union Planters Bank June 1999 - September 2000
Morgan Stanley April 1992 - March 1999
Merrill Lynch Realty January 1987 - January 1989
Drexel Burnham Lambert January 1977 - January 1987
Skills
Fixed Annuities, Strategic Financial..., Financial Advisory, Retirement Planning, Estate Planning, Series 63, Financial Services, Long-term Care, Insurance, Investment Strategies, Life Insurance, Securities, Investments, Disability Insurance, Options, Wealth, 401k, Uniform Combined State..., 401k Rollovers, Loans, Finance, Wealth Management..., Financial Planners, Series 65, ETFs, College Savings Plans, Bonds, Financial Planning
Education
Eastern Illinois University
Bachelor of Arts (BA), Business
Southern Illinois University
Business Studies
Lynchburg College 1971 — 1972
Liberal Arts Studies
Evanston Township
Raymond James October 2007 - Present
Drexel Financial Services October 2000 - September 2007
Union Planters Bank June 1999 - September 2000
Morgan Stanley April 1992 - March 1999
Merrill Lynch Realty January 1987 - January 1989
Drexel Burnham Lambert January 1977 - January 1987
Skills
Fixed Annuities, Strategic Financial..., Financial Advisory, Retirement Planning, Estate Planning, Series 63, Financial Services, Long-term Care, Insurance, Investment Strategies, Life Insurance, Securities, Investments, Disability Insurance, Options, Wealth, 401k, Uniform Combined State..., 401k Rollovers, Loans, Finance, Wealth Management..., Financial Planners, Series 65, ETFs, College Savings Plans, Bonds, Financial Planning
Education
Eastern Illinois University
Bachelor of Arts (BA), Business
Southern Illinois University
Business Studies
Lynchburg College 1971 — 1972
Liberal Arts Studies
Evanston Township
Anne Marie Williams, J.D., AAMS®'s Raymond James Experience May 2013 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James May 2013 - Present
Education
Florida State University 2008 — 2011
Doctor of Law (J.D.)
University of Central Florida 2004 — 2008
Bachelor of Arts (B.A.), Literature/Mathematics
Raymond James May 2013 - Present
Education
Florida State University 2008 — 2011
Doctor of Law (J.D.)
University of Central Florida 2004 — 2008
Bachelor of Arts (B.A.), Literature/Mathematics
Joy Hall, SPHR Joy Hall, SPHR's Raymond James Experience 2003 - 2005
Job Compensation Manager at PODS
Industry Human Resources
Experience
PODS Enterprises LLC 2014 - Present
Peace of Mind Drug & Background Screening 2010 - Present
Jabil 2013 - 2014
Jabil 2010 - 2013
Jabil 2008 - 2010
Sykes Enterprises, Incorporated 2005 - 2008
Raymond James 2003 - 2005
Tech Data 2001 - 2003
Skills
Compensation Program..., Sales Compensation..., Incentive Programs, HRIS, SAP HR, SuccessFactors, Payroll, Performance Management, Drug Free Workplace, Pre-employment Testing, Process Improvement, Deferred Compensation, Executive Compensation..., Employee Relations, Organizational..., Strategic Planning, Compliance, Accounting, Microsoft Word, PeopleSoft, PowerPoint, Microsoft Excel, Compensation, Global Compensation, Stock Compensation, Compensation & Benefit, Website Promotion, SEO, Blogging, Social Media Marketing, Enterprise Systems..., Total Rewards Strategies, Management, Compensation & Benefits, Talent Management, Human Resources
Education
East Tennessee State University 1994 — 1995
M.Acc., Accounting, 3.673 GPA; 100% self-funded by graduate assistantship
East Tennessee State University 1990 — 1994
B.Ba., Business Administration, Accounting Major, 3.416 GPA; 100% self-funded by scholarships
PODS Enterprises LLC 2014 - Present
Peace of Mind Drug & Background Screening 2010 - Present
Jabil 2013 - 2014
Jabil 2010 - 2013
Jabil 2008 - 2010
Sykes Enterprises, Incorporated 2005 - 2008
Raymond James 2003 - 2005
Tech Data 2001 - 2003
Skills
Compensation Program..., Sales Compensation..., Incentive Programs, HRIS, SAP HR, SuccessFactors, Payroll, Performance Management, Drug Free Workplace, Pre-employment Testing, Process Improvement, Deferred Compensation, Executive Compensation..., Employee Relations, Organizational..., Strategic Planning, Compliance, Accounting, Microsoft Word, PeopleSoft, PowerPoint, Microsoft Excel, Compensation, Global Compensation, Stock Compensation, Compensation & Benefit, Website Promotion, SEO, Blogging, Social Media Marketing, Enterprise Systems..., Total Rewards Strategies, Management, Compensation & Benefits, Talent Management, Human Resources
Education
East Tennessee State University 1994 — 1995
M.Acc., Accounting, 3.673 GPA; 100% self-funded by graduate assistantship
East Tennessee State University 1990 — 1994
B.Ba., Business Administration, Accounting Major, 3.416 GPA; 100% self-funded by scholarships
Jeffrey Stewart's Raymond James Experience 2001 - 2002
Job CEO @ CCG / Digital Agency
Industry Internet
Experience
CCG June 2009 - Present
TruEnergy LLC April 2012 - June 2015
Green Doorways Media Group, Inc. 2009 - January 2013
Houlihan Lokey 2007 - 2010
Open Field Capital LLC 2005 - 2007
Amerindo Investment Advisors 2003 - 2005
Raymond James 2001 - 2002
Skills
Social Media Marketing, Digital Marketing, Start-ups, Online Advertising, User Experience, SEO, Competitive Analysis, Entrepreneurship, Business Planning, Strategy, Social Networking, Strategic Partnerships, Venture Capital, Lead Generation, Marketing, Business Strategy, Brand Development, Sales, Corporate Development, Finance, Social Media, Small Business, Leadership, Mobile Applications, Web Design, E-commerce, Online Marketing, Mobile Marketing, SEM, Analytics, Digital Media, Digital Strategy, Business Development, New Business Development, Email Marketing
Education
Flagler College 1997 — 2000
BA, Business Administration / Economics
CCG June 2009 - Present
TruEnergy LLC April 2012 - June 2015
Green Doorways Media Group, Inc. 2009 - January 2013
Houlihan Lokey 2007 - 2010
Open Field Capital LLC 2005 - 2007
Amerindo Investment Advisors 2003 - 2005
Raymond James 2001 - 2002
Skills
Social Media Marketing, Digital Marketing, Start-ups, Online Advertising, User Experience, SEO, Competitive Analysis, Entrepreneurship, Business Planning, Strategy, Social Networking, Strategic Partnerships, Venture Capital, Lead Generation, Marketing, Business Strategy, Brand Development, Sales, Corporate Development, Finance, Social Media, Small Business, Leadership, Mobile Applications, Web Design, E-commerce, Online Marketing, Mobile Marketing, SEM, Analytics, Digital Media, Digital Strategy, Business Development, New Business Development, Email Marketing
Education
Flagler College 1997 — 2000
BA, Business Administration / Economics
Samuel Katz Samuel Katz's Raymond James Experience November 2013 - February 2015
Job Senior Trust Officer at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Bank February 2015 - Present
Raymond James November 2013 - February 2015
Northern Trust April 1990 - October 2013
First Miami Securities, Inc May 1987 - May 1990
Motorola, Inc May 1985 - May 1987
Skills
Banking
Education
Florida International University 1985 — 1986
Masters Degree, Finance
University of Florida 1981 — 1985
Bachelor of Business Administration (B.B.A.), Fianance and Accounting
Fifth Third Bank February 2015 - Present
Raymond James November 2013 - February 2015
Northern Trust April 1990 - October 2013
First Miami Securities, Inc May 1987 - May 1990
Motorola, Inc May 1985 - May 1987
Skills
Banking
Education
Florida International University 1985 — 1986
Masters Degree, Finance
University of Florida 1981 — 1985
Bachelor of Business Administration (B.B.A.), Fianance and Accounting
Keith Dubauskas Keith Dubauskas's Raymond James Experience 2013 - Present
Job First Vice President Investments at Raymond James
Industry Investment Management
Experience
Raymond James 2013 - Present
BMO Private Bank 2008 - 2013
Citi Private Bank 2006 - 2008
Wachovia Wealth Management 2001 - 2006
Merrill Lynch Investment Managers 1994 - 2001
MacKay Shields 1989 - 1994
Goldman Sachs 1987 - 1989
Skills
Portfolio Management, Wealth Management, Asset Allocation, Equities, Investments, Securities, Trading, Investment Strategies, Fixed Income, Alternative Investments, Investment Management, Wealth Management..., Investment Advisory, Financial Advisory, Asset Management, High Net Worth..., Financial Markets, Technical Analysis, Mutual Funds, Bonds, Bloomberg, Equity Research, Private Banking, Personal Financial..., Series 7, Series 63, Series 65, Tactical Asset..., Risk Management, Finance, Hedge Funds, ETFs, Hedging, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1992 — 1997
MBA, Finance
Fairfield University 1983 — 1987
BS, Finance
Raymond James 2013 - Present
BMO Private Bank 2008 - 2013
Citi Private Bank 2006 - 2008
Wachovia Wealth Management 2001 - 2006
Merrill Lynch Investment Managers 1994 - 2001
MacKay Shields 1989 - 1994
Goldman Sachs 1987 - 1989
Skills
Portfolio Management, Wealth Management, Asset Allocation, Equities, Investments, Securities, Trading, Investment Strategies, Fixed Income, Alternative Investments, Investment Management, Wealth Management..., Investment Advisory, Financial Advisory, Asset Management, High Net Worth..., Financial Markets, Technical Analysis, Mutual Funds, Bonds, Bloomberg, Equity Research, Private Banking, Personal Financial..., Series 7, Series 63, Series 65, Tactical Asset..., Risk Management, Finance, Hedge Funds, ETFs, Hedging, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1992 — 1997
MBA, Finance
Fairfield University 1983 — 1987
BS, Finance
Ralph McDevitt Ralph McDevitt's Raymond James Experience May 2006 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James May 2006 - Present
Legg Mason September 1994 - May 2006
Education
Dartmouth College 1978 — 1982
B.A., Government
Abington High School
Raymond James May 2006 - Present
Legg Mason September 1994 - May 2006
Education
Dartmouth College 1978 — 1982
B.A., Government
Abington High School
Mark Oberlin Mark Oberlin's Raymond James Experience 1987 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James 1987 - Present
WOOD 1300 1985 - August 2015
E. F. Hutton 1983 - 1987
Union Bank and Trust 1980 - 1982
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Estate Planning, Financial Advisory, 401k, Securities, Asset Allocation, Series 7, Series 63, Investment Advisory, Financial Analysis, Mutual Funds, Retirement, Portfolio Management, 401k Rollovers, Asset Managment, IRAs, Investment Strategies
Education
Ferris State University 1979 — 1980
Bachelors, Business Administration
Grand Rapids Community College 1976 — 1978
Associates, Arts
Raymond James 1987 - Present
WOOD 1300 1985 - August 2015
E. F. Hutton 1983 - 1987
Union Bank and Trust 1980 - 1982
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Estate Planning, Financial Advisory, 401k, Securities, Asset Allocation, Series 7, Series 63, Investment Advisory, Financial Analysis, Mutual Funds, Retirement, Portfolio Management, 401k Rollovers, Asset Managment, IRAs, Investment Strategies
Education
Ferris State University 1979 — 1980
Bachelors, Business Administration
Grand Rapids Community College 1976 — 1978
Associates, Arts
Patrick Nolan Patrick Nolan's Raymond James Experience April 2006 - March 2008
Job VP, Large Cap Growth Portfolio Manager, former Hedge Fund Portfolio Managermicro/smallcap equities/High Yield Credit
Industry Investment Management
Experience
Northern Trust Asset Management May 2014 - Present
Penn Capital Management March 2008 - March 2014
Raymond James April 2006 - March 2008
JP Morgan Chase January 2004 - April 2006
AIG VALIC December 2001 - December 2003
Skills
Bloomberg Terminal, Factset, charles river, Equities, Investments, Portfolio Management, Hedge Funds, High Yield, Fixed Income, Analysis, Equity Research, Capital Structure, Charles River IMS, Finance, Mutual Funds, Asset Management, Valuation, Securities
Education
University of Miami - School of Business 2004 — 2006
Master, Business Administration
Robert Morris University 1995 — 2000
Bachelor of Science, Business Administration, Finance
Deakin University 1999 — 1999
International Finance
Northern Trust Asset Management May 2014 - Present
Penn Capital Management March 2008 - March 2014
Raymond James April 2006 - March 2008
JP Morgan Chase January 2004 - April 2006
AIG VALIC December 2001 - December 2003
Skills
Bloomberg Terminal, Factset, charles river, Equities, Investments, Portfolio Management, Hedge Funds, High Yield, Fixed Income, Analysis, Equity Research, Capital Structure, Charles River IMS, Finance, Mutual Funds, Asset Management, Valuation, Securities
Education
University of Miami - School of Business 2004 — 2006
Master, Business Administration
Robert Morris University 1995 — 2000
Bachelor of Science, Business Administration, Finance
Deakin University 1999 — 1999
International Finance
Mike Locker's Raymond James Experience July 2000 - June 2002
Job Strategic Business Development at The Home Depot
Industry Financial Services
Experience
The Home Depot March 2015 - Present
TM Capital Corp. August 2006 - March 2015
Goldman Sachs June 2003 - February 2006
Raymond James July 2000 - June 2002
PricewaterhouseCoopers December 1998 - July 2000
Skills
Corporate Finance, Business Valuation, Investment Banking, Private Equity, Financial Modeling, Venture Capital, Due Diligence, Mergers, Fairness Opinions, Financial Analysis, Valuation, Restructuring, LBO, Private Placements, Equities, Divestitures, M&A experience, Capital, Investments, Joint Ventures, Mergers & Acquisitions, Leveraged Finance, IPO, Corporate Development, Finance
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA, Finance
University of Florida 1997 — 1998
Masters or Accountancy, Accounting
Georgetown University 1993 — 1997
Bachelor of Science, Accounting
The Home Depot March 2015 - Present
TM Capital Corp. August 2006 - March 2015
Goldman Sachs June 2003 - February 2006
Raymond James July 2000 - June 2002
PricewaterhouseCoopers December 1998 - July 2000
Skills
Corporate Finance, Business Valuation, Investment Banking, Private Equity, Financial Modeling, Venture Capital, Due Diligence, Mergers, Fairness Opinions, Financial Analysis, Valuation, Restructuring, LBO, Private Placements, Equities, Divestitures, M&A experience, Capital, Investments, Joint Ventures, Mergers & Acquisitions, Leveraged Finance, IPO, Corporate Development, Finance
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA, Finance
University of Florida 1997 — 1998
Masters or Accountancy, Accounting
Georgetown University 1993 — 1997
Bachelor of Science, Accounting
Tim Koenning's Raymond James Experience July 1994 - December 1996
Job
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
Investment Advisors International, Inc. August 2010 - January 2012
Genesis Financial Partners January 2010 - August 2010
Magnolia Financial Advisors, LLC July 2005 - December 2009
American Wealth Management December 1996 - December 2009
Raymond James July 1994 - December 1996
Prudential Financial June 1992 - July 1994
The Bear Stearns Companies, Inc. August 1989 - June 1992
Sherwood Capital, Inc. December 1986 - July 1989
Skills
Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Investment Advisory, Investments, Financial Services, Mutual Funds, IRAs, Series 7, Series 63, Financial Advisory, 401k Rollovers, Securities, 401k, FINRA, Small Business, Life Insurance, Investment Strategies, Insurance, Roth IRA, Wealth, Long-term Care, Term Life Insurance, Leadership, Employee Benefits, Series 6, Pensions, Variable Annuities, Personal Finance, Wealth Accumulation, Variable Products, Long Term Care Insurance, Bonds, Disability Insurance, Finance, ETFs, Asset Allocation, Variable Life, Build 401k, Team Building, Team Leadership, Retirement Plan..., Retirement Income..., Retirement Solutions, Third Party Money..., Equity Indexed Annuities, Universal Life, Fee Based Accounts
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1986
BBA
Emory University 1982 — 1984
AA
Hialeah Miami Lakes Senior High 1979 — 1982
High School Diploma
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
Investment Advisors International, Inc. August 2010 - January 2012
Genesis Financial Partners January 2010 - August 2010
Magnolia Financial Advisors, LLC July 2005 - December 2009
American Wealth Management December 1996 - December 2009
Raymond James July 1994 - December 1996
Prudential Financial June 1992 - July 1994
The Bear Stearns Companies, Inc. August 1989 - June 1992
Sherwood Capital, Inc. December 1986 - July 1989
Skills
Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Investment Advisory, Investments, Financial Services, Mutual Funds, IRAs, Series 7, Series 63, Financial Advisory, 401k Rollovers, Securities, 401k, FINRA, Small Business, Life Insurance, Investment Strategies, Insurance, Roth IRA, Wealth, Long-term Care, Term Life Insurance, Leadership, Employee Benefits, Series 6, Pensions, Variable Annuities, Personal Finance, Wealth Accumulation, Variable Products, Long Term Care Insurance, Bonds, Disability Insurance, Finance, ETFs, Asset Allocation, Variable Life, Build 401k, Team Building, Team Leadership, Retirement Plan..., Retirement Income..., Retirement Solutions, Third Party Money..., Equity Indexed Annuities, Universal Life, Fee Based Accounts
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1986
BBA
Emory University 1982 — 1984
AA
Hialeah Miami Lakes Senior High 1979 — 1982
High School Diploma
Brian Balboni Brian Balboni's Raymond James Experience November 2007 - December 2011
Job Chief Technology Officer at Primex Family of Companies
Industry Computer Software
Experience
Primex Family of Companies June 2015 - Present
Primex Wireless August 2014 - Present
Primex Wireless June 2013 - June 2015
HP Enterprise Services December 2011 - May 2013
Raymond James November 2007 - December 2011
IDS, Brunswick Boat Group January 2000 - October 2007
USMC March 1991 - December 1999
Skills
CRM, Program Management, IT Strategy, Leadership, Business Analysis, Strategy, Management, Solution Architecture, Microsoft CRM, Project Management, Integration, Software Development, Enterprise Software, SDLC, PMO, Technology Management, ERP, Requirements Analysis, .NET, Business Strategy, Product Management, SaaS, PMP, Negotiation, Process Improvement, SharePoint, Visio, Applications, Project Planning, Amazon Web Services..., Ruby on Rails
Education
Florida State University 1988 — 1991
MA, International Affairs
University of West Alabama 1987 — 1991
B.A., english, history
Primex Family of Companies June 2015 - Present
Primex Wireless August 2014 - Present
Primex Wireless June 2013 - June 2015
HP Enterprise Services December 2011 - May 2013
Raymond James November 2007 - December 2011
IDS, Brunswick Boat Group January 2000 - October 2007
USMC March 1991 - December 1999
Skills
CRM, Program Management, IT Strategy, Leadership, Business Analysis, Strategy, Management, Solution Architecture, Microsoft CRM, Project Management, Integration, Software Development, Enterprise Software, SDLC, PMO, Technology Management, ERP, Requirements Analysis, .NET, Business Strategy, Product Management, SaaS, PMP, Negotiation, Process Improvement, SharePoint, Visio, Applications, Project Planning, Amazon Web Services..., Ruby on Rails
Education
Florida State University 1988 — 1991
MA, International Affairs
University of West Alabama 1987 — 1991
B.A., english, history
Sam Bortz CFP® Sam Bortz CFP®'s Raymond James Experience April 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Raymond James April 2012 - Present
Turner Construction Company 2006 - 2011
Education
Xavier University 2011 — 2014
Master In Business Administration, Entrepeneurship
Denison University 2002 — 2006
BA, History
Lorenzo De Medici 2005 — 2005
History
Raymond James April 2012 - Present
Turner Construction Company 2006 - 2011
Education
Xavier University 2011 — 2014
Master In Business Administration, Entrepeneurship
Denison University 2002 — 2006
BA, History
Lorenzo De Medici 2005 — 2005
History
Michael Franks, CFP® Michael Franks, CFP®'s Raymond James Experience March 2002 - November 2006
Job Front Porch Financial Management, LLC
Industry Financial Services
Experience
Front Porch Financial Management, LLC October 2012 - Present
Merrill Lynch April 2008 - October 2012
Hogan Financial Management December 2006 - January 2008
Raymond James March 2002 - November 2006
WR Hambrecht + Co March 2000 - March 2002
Prudential Securities May 1995 - March 2000
Skills
Investments, Series 7, Equities, Retirement Planning, Series 63, Portfolio Management, FINRA, Securities, Asset Allocation
Education
Cornell University 1990 — 1994
BS, Business, Management, Marketing, and Related Support Services
Chaminade High School 1986 — 1990
Front Porch Financial Management, LLC October 2012 - Present
Merrill Lynch April 2008 - October 2012
Hogan Financial Management December 2006 - January 2008
Raymond James March 2002 - November 2006
WR Hambrecht + Co March 2000 - March 2002
Prudential Securities May 1995 - March 2000
Skills
Investments, Series 7, Equities, Retirement Planning, Series 63, Portfolio Management, FINRA, Securities, Asset Allocation
Education
Cornell University 1990 — 1994
BS, Business, Management, Marketing, and Related Support Services
Chaminade High School 1986 — 1990
Brandon Levine's Raymond James Experience July 2014 - Present
Job Sr. Investment / Portfolio Specialist
Industry Investment Management
Experience
Raymond James July 2014 - Present
UBS Financial Service July 2010 - July 2014
Merrill Lynch July 2008 - July 2010
Oppenheimer & Co. February 2007 - July 2008
Sapient Contracting Services LLC December 2003 - January 2006
Paragon Capital Corp. October 1999 - December 2003
Skills
401k, ETFs, Private Equity, Investments, Portfolio Management, Mutual Funds, Finance, Wealth Management, Financial Analysis, Options, Foundations, Series 63, Series 7, Alternative Investments, Asset Allocation, Investment Advisory, Hedge Funds, Retirement Planning, Strategic Financial..., Equities, Institutional..., Investment Strategies, Capital Markets, Securities, Fixed Income, Financial Markets, Financial Planning, Bloomberg, Valuation, Bonds
Education
The University of Chicago Booth School of Business
Florida Atlantic University 2002 — 2006
B.B.A., Business Administration
A.W. Dreyfoos Jr. School of Arts 2000 — 2002
Percussion Instruments
Raymond James July 2014 - Present
UBS Financial Service July 2010 - July 2014
Merrill Lynch July 2008 - July 2010
Oppenheimer & Co. February 2007 - July 2008
Sapient Contracting Services LLC December 2003 - January 2006
Paragon Capital Corp. October 1999 - December 2003
Skills
401k, ETFs, Private Equity, Investments, Portfolio Management, Mutual Funds, Finance, Wealth Management, Financial Analysis, Options, Foundations, Series 63, Series 7, Alternative Investments, Asset Allocation, Investment Advisory, Hedge Funds, Retirement Planning, Strategic Financial..., Equities, Institutional..., Investment Strategies, Capital Markets, Securities, Fixed Income, Financial Markets, Financial Planning, Bloomberg, Valuation, Bonds
Education
The University of Chicago Booth School of Business
Florida Atlantic University 2002 — 2006
B.B.A., Business Administration
A.W. Dreyfoos Jr. School of Arts 2000 — 2002
Percussion Instruments
Mark Zichterman Mark Zichterman's Raymond James Experience August 2007 - Present
Job Associate Vice President, Investments/Branch Manager at Zichterman Investment Group of Raymond James
Industry Financial Services
Experience
Raymond James August 2007 - Present
Hilliard Lyons January 2003 - August 2007
Herman Miller April 1999 - September 2002
Skills
Strategic Financial..., Investments, Finance, Portfolio Management, Small Business, Leadership, Securities, Retirement, Wealth Management, Financial Advisory, Team Management, 401k, Strategic Planning, Team Building, Credit, Sales, Investment Strategies, Wealth, IRAs, Customer Service
Education
Cornerstone University 1997 — 2002
BA, Business - C.I.S and Management
Hudsonville High School 1993 — 1997
Raymond James August 2007 - Present
Hilliard Lyons January 2003 - August 2007
Herman Miller April 1999 - September 2002
Skills
Strategic Financial..., Investments, Finance, Portfolio Management, Small Business, Leadership, Securities, Retirement, Wealth Management, Financial Advisory, Team Management, 401k, Strategic Planning, Team Building, Credit, Sales, Investment Strategies, Wealth, IRAs, Customer Service
Education
Cornerstone University 1997 — 2002
BA, Business - C.I.S and Management
Hudsonville High School 1993 — 1997
Marc Kopelman Marc Kopelman's Raymond James Experience October 2009 - Present
Job Financial Advisor at Diversified Wealth Solutions of Raymond James
Industry Investment Management
Experience
Raymond James October 2009 - Present
Kopelman Ventures, Inc. March 2009 - Present
20/20 Capital Partners August 2008 - February 2009
Stiles Corporation March 2004 - August 2008
Zenith Realty Investments and Brenner Real Estate Group September 1997 - February 2004
EY/Kenneth Leventhal Real Estate Group June 1985 - August 1997
Education
University of Florida 1980 — 1985
BS, Accounting
Florida International University 1985 — 1987
MS*, Accounting
Raymond James October 2009 - Present
Kopelman Ventures, Inc. March 2009 - Present
20/20 Capital Partners August 2008 - February 2009
Stiles Corporation March 2004 - August 2008
Zenith Realty Investments and Brenner Real Estate Group September 1997 - February 2004
EY/Kenneth Leventhal Real Estate Group June 1985 - August 1997
Education
University of Florida 1980 — 1985
BS, Accounting
Florida International University 1985 — 1987
MS*, Accounting
Dallas Register Dallas Register's Raymond James Experience January 2007 - June 2009
Job Project Specialist III – Tax Reporting
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
New York Life Insurance Company September 2014 - May 2015
Transamerica Financial Advisors, Inc. June 2009 - July 2014
Raymond James January 2007 - June 2009
Franklin Templeton Investments May 2005 - January 2007
Skills
Mutual Funds, Securities, Investments, FINRA, Financial Advisory, Bonds, Fixed Income, Options, Marketing, Training, Financial Services, Retirement Planning, Investment Advisory, Finance, Customer Service, Equities, Organizational..., Portfolio Management, Wealth Management, Fixed Annuities, Retirement, Investment Strategies, Asset Management, IRAs, Asset Allocation, Relationship Management, Social Media Marketing, Building Relationships, Business Networking, Communication, Creative Problem Solving, Networking, Public Speaking, Seminar Marketing, Equity Trading, Series 7, FINRA Series 55, Time Management, Series 6, Customer Satisfaction
Education
Florida State University 2014 — 2016
Bachelor of Science (B.S.), Interdisciplinary Social Science
St. Petersburg College 2009 — 2014
Associate of Arts (A.A.), Finance, General, 3.5 GPA
Kelso High School 1990 — 1992
Diploma, Business/Commerce, General, 3.65
Kalama School 1980 — 1990
n/a, General
Raymond James Financial, Inc. May 2015 - Present
New York Life Insurance Company September 2014 - May 2015
Transamerica Financial Advisors, Inc. June 2009 - July 2014
Raymond James January 2007 - June 2009
Franklin Templeton Investments May 2005 - January 2007
Skills
Mutual Funds, Securities, Investments, FINRA, Financial Advisory, Bonds, Fixed Income, Options, Marketing, Training, Financial Services, Retirement Planning, Investment Advisory, Finance, Customer Service, Equities, Organizational..., Portfolio Management, Wealth Management, Fixed Annuities, Retirement, Investment Strategies, Asset Management, IRAs, Asset Allocation, Relationship Management, Social Media Marketing, Building Relationships, Business Networking, Communication, Creative Problem Solving, Networking, Public Speaking, Seminar Marketing, Equity Trading, Series 7, FINRA Series 55, Time Management, Series 6, Customer Satisfaction
Education
Florida State University 2014 — 2016
Bachelor of Science (B.S.), Interdisciplinary Social Science
St. Petersburg College 2009 — 2014
Associate of Arts (A.A.), Finance, General, 3.5 GPA
Kelso High School 1990 — 1992
Diploma, Business/Commerce, General, 3.65
Kalama School 1980 — 1990
n/a, General
John Cassandra, AIF®, CRPS®, AAMS® John Cassandra, AIF®, CRPS®, AAMS®'s Raymond James Experience September 2004 - Present
Job Owner, Cassandra Financial Group
Industry Financial Services
Experience
Cassandra Employee Benefits Group November 2008 - Present
Cassandra Financial Group, "An Independent Firm" September 2004 - Present
Raymond James September 2004 - Present
WBFL 2007 - 2009
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Financial Advisory, Employee Benefits, Fixed Annuities, Wealth Management, Series 63, Series 7, Insurance, Asset Allocation, Pensions, Financial Planning, Financial Services, Disability Insurance, Securities, Long-term Care, Strategic Financial..., Asset Management, Portfolio Management, Term Life Insurance, IRAs, Defined Benefit, Life Insurance, Customer Service, Leadership, Deferred Compensation, Training, Investment Advisory, Investments, Annuities, Plan Design, Retirement Services, IRA's, Business Planning, Long Term Care
Education
Florida Atlantic University 1982 — 1985
Electrical Engineering
Cardinal Newman High School 1978 — 1982
Cassandra Employee Benefits Group November 2008 - Present
Cassandra Financial Group, "An Independent Firm" September 2004 - Present
Raymond James September 2004 - Present
WBFL 2007 - 2009
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Financial Advisory, Employee Benefits, Fixed Annuities, Wealth Management, Series 63, Series 7, Insurance, Asset Allocation, Pensions, Financial Planning, Financial Services, Disability Insurance, Securities, Long-term Care, Strategic Financial..., Asset Management, Portfolio Management, Term Life Insurance, IRAs, Defined Benefit, Life Insurance, Customer Service, Leadership, Deferred Compensation, Training, Investment Advisory, Investments, Annuities, Plan Design, Retirement Services, IRA's, Business Planning, Long Term Care
Education
Florida Atlantic University 1982 — 1985
Electrical Engineering
Cardinal Newman High School 1978 — 1982
Girard Blunte Girard Blunte's Raymond James Experience February 2010 - February 2013
Job Sales & Services Officer at BB&T
Industry Financial Services
Experience
BB&T February 2013 - Present
Raymond James February 2010 - February 2013
City National Bank December 2008 - February 2010
Bank of America June 2005 - June 2008
Skills
Credit Analysis, Underwriting, Credit, Financial Analysis, Portfolio Management, Financial Modeling, Risk Management, Financial Statement..., Commercial Lending, Bloomberg, Capital Markets, Credit Risk, Financial Risk, Finance, Analysis, Banking, Management, Loans
Education
Florida Agricultural and Mechanical University 1999 — 2005
MBA, Finance
Tampa Bay Tech
BB&T February 2013 - Present
Raymond James February 2010 - February 2013
City National Bank December 2008 - February 2010
Bank of America June 2005 - June 2008
Skills
Credit Analysis, Underwriting, Credit, Financial Analysis, Portfolio Management, Financial Modeling, Risk Management, Financial Statement..., Commercial Lending, Bloomberg, Capital Markets, Credit Risk, Financial Risk, Finance, Analysis, Banking, Management, Loans
Education
Florida Agricultural and Mechanical University 1999 — 2005
MBA, Finance
Tampa Bay Tech
Kevin Manzotti's Raymond James Experience June 2012 - August 2012
Job Student at Johns Hopkins University
Industry Computer & Network Security
Experience
Lockheed Martin May 2015 - August 2015
Pratt & Whitney May 2014 - August 2014
Intelligent Communication and Information Systems Laboratory January 2014 - May 2014
Pratt & Whitney May 2013 - August 2013
Center for Software Testing Education & Research August 2012 - May 2013
Raymond James June 2012 - August 2012
Skills
Java, Testing, C++, Visual Studio, Eclipse, Microsoft SQL Server, Mac OS X, Windows 7, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, x86 Assembly, SQL, Ruby, Windows 8, Python, Linux, C, PHP, C#
Education
The Johns Hopkins University 2015 — 2016
Master’s Degree, Security Informatics
Florida Institute of Technology 2011 — 2015
Computer Science & Mathematical Sciences
Lockheed Martin May 2015 - August 2015
Pratt & Whitney May 2014 - August 2014
Intelligent Communication and Information Systems Laboratory January 2014 - May 2014
Pratt & Whitney May 2013 - August 2013
Center for Software Testing Education & Research August 2012 - May 2013
Raymond James June 2012 - August 2012
Skills
Java, Testing, C++, Visual Studio, Eclipse, Microsoft SQL Server, Mac OS X, Windows 7, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, x86 Assembly, SQL, Ruby, Windows 8, Python, Linux, C, PHP, C#
Education
The Johns Hopkins University 2015 — 2016
Master’s Degree, Security Informatics
Florida Institute of Technology 2011 — 2015
Computer Science & Mathematical Sciences
Mike McGarry Mike McGarry's Raymond James Experience June 1998 - September 1998
Job BioOncology Division Manager
Industry Biotechnology
Experience
Genentech May 2012 - Present
Genentech June 2009 - May 2012
ARCA biopharma April 2009 - May 2009
Replidyne December 2007 - December 2008
Replidyne May 2006 - December 2007
GlaxoSmithKline January 2001 - May 2006
Illumea July 1999 - August 2000
Raymond James June 1998 - September 1998
Integrated Systems Consulting Group June 1994 - August 1997
Skills
Pharmaceutical Sales, Commercialization, Marketing Management, Marketing Research, People Development, Strategic Planning, Drug Development, BioOncology, Business Development, Financial Analysis, Deal Execution, Product Management, Vendor Management, Process Improvement, Mens Health, Anti-infectives, Infection, Biotechnology, Product Launch, Strategy, Biologics, Leadership, Cross-functional Team..., Pharmaceutical Industry, Competitive Analysis, Market Research, Infectious Diseases, Life Sciences, Mergers & Acquisitions, Rheumatology, Oncology, Management, Market Access, Program Management, Biopharmaceuticals, Urology, Market Planning, Hospital Sales, Neurology, Medical Devices, Lifesciences, Pharmaceutics, Medical Affairs, Hematology, Clinical Development, Cardiology, Corporate Development, Dermatology
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and General Management
Duke University 1990 — 1994
BSE, Biomedical and Electrical Engineering
Genentech May 2012 - Present
Genentech June 2009 - May 2012
ARCA biopharma April 2009 - May 2009
Replidyne December 2007 - December 2008
Replidyne May 2006 - December 2007
GlaxoSmithKline January 2001 - May 2006
Illumea July 1999 - August 2000
Raymond James June 1998 - September 1998
Integrated Systems Consulting Group June 1994 - August 1997
Skills
Pharmaceutical Sales, Commercialization, Marketing Management, Marketing Research, People Development, Strategic Planning, Drug Development, BioOncology, Business Development, Financial Analysis, Deal Execution, Product Management, Vendor Management, Process Improvement, Mens Health, Anti-infectives, Infection, Biotechnology, Product Launch, Strategy, Biologics, Leadership, Cross-functional Team..., Pharmaceutical Industry, Competitive Analysis, Market Research, Infectious Diseases, Life Sciences, Mergers & Acquisitions, Rheumatology, Oncology, Management, Market Access, Program Management, Biopharmaceuticals, Urology, Market Planning, Hospital Sales, Neurology, Medical Devices, Lifesciences, Pharmaceutics, Medical Affairs, Hematology, Clinical Development, Cardiology, Corporate Development, Dermatology
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and General Management
Duke University 1990 — 1994
BSE, Biomedical and Electrical Engineering
Scott Peisner's Raymond James Experience July 1991 - January 2012
Job Treasurer, Board of Directors at Center for Great Apes
Industry Financial Services
Experience
Center for Great Apes January 2012 - Present
Raymond James July 1991 - January 2012
Barnett Bank January 1990 - July 1991
Office of Management and Budget - City of Orlando 1988 - 1989
Skills
Strategic Financial..., Financial Services, Estate Planning, Series 7, Leadership, Performance Management, Retirement Planning, Wealth Management, Investments, Portfolio Management, Asset Management, Public Speaking, Mutual Funds, Sales, Management, Investment Advisory, Retirement, Policy, Securities, Business Analysis, Financial Advisory, FINRA, Uniform Combined State..., Asset Allocation
Education
Rollins College - Crummer Graduate School of Business 1987 — 1989
M.B.A., Management and Marketing
Eckerd College 1983 — 1987
B.A., Human Resources
Center for Great Apes January 2012 - Present
Raymond James July 1991 - January 2012
Barnett Bank January 1990 - July 1991
Office of Management and Budget - City of Orlando 1988 - 1989
Skills
Strategic Financial..., Financial Services, Estate Planning, Series 7, Leadership, Performance Management, Retirement Planning, Wealth Management, Investments, Portfolio Management, Asset Management, Public Speaking, Mutual Funds, Sales, Management, Investment Advisory, Retirement, Policy, Securities, Business Analysis, Financial Advisory, FINRA, Uniform Combined State..., Asset Allocation
Education
Rollins College - Crummer Graduate School of Business 1987 — 1989
M.B.A., Management and Marketing
Eckerd College 1983 — 1987
B.A., Human Resources
Robert G. Krebs, Jr Robert G. Krebs, Jr's Raymond James Experience October 2011 - Present
Job Senior Vice President, Investments at Blue Ocean Wealth Advisors of Raymond James
Industry Financial Services
Experience
Raymond James October 2011 - Present
Raymond James October 2011 - Present
Merrill Lynch April 1993 - August 2011
U.S. Army June 1973 - June 1993
Skills
Investments, Wealth Management, Strategic Financial..., Risk Management, Estate Planning, Asset Managment, Securities, Portfolio Management, Retirement Planning, Strategic Planning, Insurance, Financial Analysis, Series 7, Operations Management, Process Improvement, Mergers, Business Development, Real Estate, Analysis, Credit
Education
Long Island University, C.W. Post Campus 1981 — 1984
Master of Business Administration (MBA), Business Management
Duke University 1980 — 1981
Masters of Education, Guidance and Counseling
Davidson College 1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Pre-Medicine/Pre-Medical Studies
Carlisle Senior High School 1967 — 1969
Raymond James October 2011 - Present
Raymond James October 2011 - Present
Merrill Lynch April 1993 - August 2011
U.S. Army June 1973 - June 1993
Skills
Investments, Wealth Management, Strategic Financial..., Risk Management, Estate Planning, Asset Managment, Securities, Portfolio Management, Retirement Planning, Strategic Planning, Insurance, Financial Analysis, Series 7, Operations Management, Process Improvement, Mergers, Business Development, Real Estate, Analysis, Credit
Education
Long Island University, C.W. Post Campus 1981 — 1984
Master of Business Administration (MBA), Business Management
Duke University 1980 — 1981
Masters of Education, Guidance and Counseling
Davidson College 1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Pre-Medicine/Pre-Medical Studies
Carlisle Senior High School 1967 — 1969
Abhinav Capoor's Raymond James Experience June 2012 - September 2012
Job Senior Associate Consultant at Wipro Consulting
Industry Management Consulting
Experience
Wipro Consulting December 2013 - July 2015
Raymond James June 2012 - September 2012
Telenity April 2011 - June 2011
Skills
Bloomberg, Real Estate Transactions, Valuation Modeling, Real Estate Development, Market Research, Risk Analysis, Big Data Analytics, CRM, Financial Analysis, Valuation, Finance, Microsoft Excel
Education
Symbiosis International University 2008 — 2011
Bachelor's in Business Administration, Business Management
Delhi Public School - R. K. Puram 1993 — 2007
High School, English, Physics, Chemistry, Math, Computer Science
Wipro Consulting December 2013 - July 2015
Raymond James June 2012 - September 2012
Telenity April 2011 - June 2011
Skills
Bloomberg, Real Estate Transactions, Valuation Modeling, Real Estate Development, Market Research, Risk Analysis, Big Data Analytics, CRM, Financial Analysis, Valuation, Finance, Microsoft Excel
Education
Symbiosis International University 2008 — 2011
Bachelor's in Business Administration, Business Management
Delhi Public School - R. K. Puram 1993 — 2007
High School, English, Physics, Chemistry, Math, Computer Science
Elizabeth Leeseberg Elizabeth Leeseberg's Raymond James Experience June 1991 - July 1994
Job Relationship & Compliance Mgr. at Harwood Financial Group
Industry Financial Services
Experience
The Harwood Financial Group May 2013 - Present
Csenge Advisory Group August 2005 - May 2013
FSC Securities Corporation September 2000 - May 2013
Trademark Capital September 2000 - July 2005
LBS Capital December 1994 - September 2000
Raymond James June 1991 - July 1994
Skills
Series 7, Compliance, Operations Management, Database Administration, Securities, Investments, Financial Advisory, Finance, Financial Services, Management
Education
Eckerd College
Bachelor of Arts (BA), Management & Finance
The Harwood Financial Group May 2013 - Present
Csenge Advisory Group August 2005 - May 2013
FSC Securities Corporation September 2000 - May 2013
Trademark Capital September 2000 - July 2005
LBS Capital December 1994 - September 2000
Raymond James June 1991 - July 1994
Skills
Series 7, Compliance, Operations Management, Database Administration, Securities, Investments, Financial Advisory, Finance, Financial Services, Management
Education
Eckerd College
Bachelor of Arts (BA), Management & Finance
Alicia Tatu Alicia Tatu's Raymond James Experience May 2003 - Present
Job Registered Paraplanner, Senior Financial Planning Associate
Industry Financial Services
Experience
Raymond James May 2003 - Present
Skills
Retirement Planning, Securities, Mutual Funds, Series 7, Series 63, Series 65, Strategic Financial..., Portfolio Management, Investment Advisory, Investments, Asset Allocation, Wealth Management, Investment Strategies
Education
Cornerstone University 1999 — 2003
Bachelor of Arts, Business Management
Raymond James May 2003 - Present
Skills
Retirement Planning, Securities, Mutual Funds, Series 7, Series 63, Series 65, Strategic Financial..., Portfolio Management, Investment Advisory, Investments, Asset Allocation, Wealth Management, Investment Strategies
Education
Cornerstone University 1999 — 2003
Bachelor of Arts, Business Management
Lynn Selby ChFC® Lynn Selby ChFC®'s Raymond James Experience July 2011 - Present
Job Branch Manager at Raymond James Financial Services
Industry Investment Management
Experience
Raymond James July 2011 - Present
Edward Jones December 1999 - June 2011
AG Edwards July 1998 - December 1999
Skills
Wealth Management, Finance, Retirement Planning, Portfolio Management, Mutual Funds, Asset Allocation, Financial Advisory, Investment Strategies, Strategic Financial..., Securities, Series 7, Financial Planning, Public Speaking, Licenses Held : Series..., Financial Designation :..., Financial Services, Investments, Investment Advisory, Insurance, Financial Analysis, Retirement, Estate Planning, Risk Management, Leadership, Fixed Annuities, Marketing, Investment Management, 401k, Bonds, Equities
Education
Duke University 2003 — 2004
Financial Planning and Services
Meredith College 1971 — 1974
Bachelor of Arts (B.A.), Mathematics and Computer Science
Meredith College 1971 — 1974
Bachelor of Arts (B.A.), Religion
Raymond James July 2011 - Present
Edward Jones December 1999 - June 2011
AG Edwards July 1998 - December 1999
Skills
Wealth Management, Finance, Retirement Planning, Portfolio Management, Mutual Funds, Asset Allocation, Financial Advisory, Investment Strategies, Strategic Financial..., Securities, Series 7, Financial Planning, Public Speaking, Licenses Held : Series..., Financial Designation :..., Financial Services, Investments, Investment Advisory, Insurance, Financial Analysis, Retirement, Estate Planning, Risk Management, Leadership, Fixed Annuities, Marketing, Investment Management, 401k, Bonds, Equities
Education
Duke University 2003 — 2004
Financial Planning and Services
Meredith College 1971 — 1974
Bachelor of Arts (B.A.), Mathematics and Computer Science
Meredith College 1971 — 1974
Bachelor of Arts (B.A.), Religion
Emily Carry's Raymond James Experience January 2010 - January 2012
Job
Industry Financial Services
Experience
Raymond James Financial Inc. January 2012 - Present
Raymond James January 2010 - January 2012
Raymond James January 2007 - January 2010
New Sector Alliance May 2006 - August 2006
Education
Duke University 2003 — 2006
B.A.
Raymond James Financial Inc. January 2012 - Present
Raymond James January 2010 - January 2012
Raymond James January 2007 - January 2010
New Sector Alliance May 2006 - August 2006
Education
Duke University 2003 — 2006
B.A.
Richard Brindisi, JD, AIFA® Richard Brindisi, JD, AIFA®'s Raymond James Experience March 1998 - December 2002
Job Sr. Product Marketing Manager Retirement and HR Services at Paychex
Industry Human Resources
Experience
Paychex December 2011 - Present
Independent Consultant May 2010 - December 2011
Plante Moran Financial Advisors January 2006 - March 2009
Credit Suisse January 2004 - June 2005
Sun Life Financial January 2003 - January 2004
Raymond James March 1998 - December 2002
Skills
Employee Benefits, Asset Management, Insurance, 401k, Accounting, Estate Planning, Finance, Financial Services, Hedge Funds, Investments, Life Insurance, Management, Marketing, Pensions, Product Marketing, Program Management, Retirement, Sales Management, Salesforce.com, Start-ups, Strategic Financial..., Strategic Planning, Wealth Management, Mergers & Acquisitions
Education
Cornell University - Johnson Graduate School of Management
Certificate, Marketing Strategy
University of Richmond School of Law 1993 — 1996
Juris Doctorate, Law
Seton Hall University 1986 — 1990
BA, Communications
State University of New York at Buffalo 1987 — 1987
Le Moyne College 1986 — 1986
Pittsford Sutherland 1982 — 1986
Paychex December 2011 - Present
Independent Consultant May 2010 - December 2011
Plante Moran Financial Advisors January 2006 - March 2009
Credit Suisse January 2004 - June 2005
Sun Life Financial January 2003 - January 2004
Raymond James March 1998 - December 2002
Skills
Employee Benefits, Asset Management, Insurance, 401k, Accounting, Estate Planning, Finance, Financial Services, Hedge Funds, Investments, Life Insurance, Management, Marketing, Pensions, Product Marketing, Program Management, Retirement, Sales Management, Salesforce.com, Start-ups, Strategic Financial..., Strategic Planning, Wealth Management, Mergers & Acquisitions
Education
Cornell University - Johnson Graduate School of Management
Certificate, Marketing Strategy
University of Richmond School of Law 1993 — 1996
Juris Doctorate, Law
Seton Hall University 1986 — 1990
BA, Communications
State University of New York at Buffalo 1987 — 1987
Le Moyne College 1986 — 1986
Pittsford Sutherland 1982 — 1986
S. Aaron Frye S. Aaron Frye's Raymond James Experience September 2011 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James September 2011 - Present
City Securities Corporation October 2005 - September 2011
Merrill Lynch January 2003 - September 2005
United States Air Force 1994 - 2003
Education
Eastern Washington University 2000 — 2003
Bachelor's degree, Finance, Marketing, Economics
Bullitt Central
Raymond James September 2011 - Present
City Securities Corporation October 2005 - September 2011
Merrill Lynch January 2003 - September 2005
United States Air Force 1994 - 2003
Education
Eastern Washington University 2000 — 2003
Bachelor's degree, Finance, Marketing, Economics
Bullitt Central
Jennifer Ehrhart Jennifer Ehrhart's Raymond James Experience August 2007 - Present
Job Board of Director at Girls Inc of Pinellas
Industry Financial Services
Experience
Raymond James August 2007 - Present
Habitat for Humanity 2007 - Present
Marshall & Ilsley Bank May 2003 - August 2007
United Bank/ Synovus Bank January 2001 - May 2003
Republic Bank 1999 - 2001
Bank of America 1993 - 1999
Barnett Bank of Pinellas County March 1993 - 1998
Crossland Savings and Loan 1987 - 1989
Skills
Real Estate Investment, Real Estate, Credit, Construction Loans, Syndication, Loans, Underwriting, Mortgage, Real Estate Development, Investment Properties, Banking, Residential, Real Estate Finance, Real Estate Transactions, Refinance, Mortgage Lending, Commercial Mortgages, Accounts Receivable, Real Estate Negotiation, Loan Structuring, Real Estate Financing, Bridge Loans, Commercial Lending, Lines Of Credit, Shopping Centers, Appraisals, Origination, 1031 Exchanges
Education
University of South Florida 1990 — 1992
BA, Accounting: Business Administration
Eastern Illinois University 1984 — 1986
Accounting
Charleston High School
Raymond James August 2007 - Present
Habitat for Humanity 2007 - Present
Marshall & Ilsley Bank May 2003 - August 2007
United Bank/ Synovus Bank January 2001 - May 2003
Republic Bank 1999 - 2001
Bank of America 1993 - 1999
Barnett Bank of Pinellas County March 1993 - 1998
Crossland Savings and Loan 1987 - 1989
Skills
Real Estate Investment, Real Estate, Credit, Construction Loans, Syndication, Loans, Underwriting, Mortgage, Real Estate Development, Investment Properties, Banking, Residential, Real Estate Finance, Real Estate Transactions, Refinance, Mortgage Lending, Commercial Mortgages, Accounts Receivable, Real Estate Negotiation, Loan Structuring, Real Estate Financing, Bridge Loans, Commercial Lending, Lines Of Credit, Shopping Centers, Appraisals, Origination, 1031 Exchanges
Education
University of South Florida 1990 — 1992
BA, Accounting: Business Administration
Eastern Illinois University 1984 — 1986
Accounting
Charleston High School
Scott Puff Scott Puff's Raymond James Experience March 2006 - Present
Job
Industry Financial Services
Experience
Raymond James March 2006 - Present
RBC Dain Rauscher November 1998 - February 2006
American Century Investments July 1995 - October 1998
Bear Stearns August 1993 - February 1995
Merrill Lynch August 1990 - March 1993
Skills
Business Valuation, Education Funding, Investments, Asset Managment, Strategic Financial..., Equities, Portfolio Management, Wealth Management, Mutual Funds, Securities
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Master of Business Administration (MBA), Macroeconomics/Finance/Marketing
DePauw University 1986 — 1990
BA, English Literature and Communications
Northfield Mount Hermon School 1985 — 1986
Shawnee Mission East 1983 — 1985
Raymond James March 2006 - Present
RBC Dain Rauscher November 1998 - February 2006
American Century Investments July 1995 - October 1998
Bear Stearns August 1993 - February 1995
Merrill Lynch August 1990 - March 1993
Skills
Business Valuation, Education Funding, Investments, Asset Managment, Strategic Financial..., Equities, Portfolio Management, Wealth Management, Mutual Funds, Securities
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Master of Business Administration (MBA), Macroeconomics/Finance/Marketing
DePauw University 1986 — 1990
BA, English Literature and Communications
Northfield Mount Hermon School 1985 — 1986
Shawnee Mission East 1983 — 1985
Dennis Casey Dennis Casey's Raymond James Experience March 2010 - May 2015
Job Financial Advisor, SunTrust Investment Services, Inc.
Industry Financial Services
Experience
Raymond James March 2010 - May 2015
UBS Wealth Management March 2008 - March 2010
Fidelity Federal Bank & Trust October 1996 - December 2007
Education
Georgetown University 2005 — 2007
Post Graduate, Banking/Finance
Palm Beach Atlantic University 1998 — 2000
MBA
Florida Atlantic University 1993 — 1995
BBA, Marketing
Raymond James March 2010 - May 2015
UBS Wealth Management March 2008 - March 2010
Fidelity Federal Bank & Trust October 1996 - December 2007
Education
Georgetown University 2005 — 2007
Post Graduate, Banking/Finance
Palm Beach Atlantic University 1998 — 2000
MBA
Florida Atlantic University 1993 — 1995
BBA, Marketing
Kenneth J. Schenden Kenneth J. Schenden's Raymond James Experience March 2009 - Present
Job First Vice President, Investments CERTIFIED FINANCIAL PLANNER ™ at Raymond James
Industry Financial Services
Experience
Raymond James March 2009 - Present
UBS October 1999 - March 2009
Skills
Investments, Retirement Planning, Securities, Asset Allocation, Finance, Financial Advisory, Wealth Management, Series 7, Financial Planning, Series 63, Mutual Funds, Portfolio Management, Investment Advisory
Education
Michigan State University 1988 — 1992
B.A., Finance
DePaul University 1992 — 1993
M.B.A., Finance
Raymond James March 2009 - Present
UBS October 1999 - March 2009
Skills
Investments, Retirement Planning, Securities, Asset Allocation, Finance, Financial Advisory, Wealth Management, Series 7, Financial Planning, Series 63, Mutual Funds, Portfolio Management, Investment Advisory
Education
Michigan State University 1988 — 1992
B.A., Finance
DePaul University 1992 — 1993
M.B.A., Finance
Pam Sibley, CDR Pam Sibley, CDR's Raymond James Experience 2009 - 2011
Job National Recruiting Manager & Diversity Leader
Industry Human Resources
Experience
PricewaterhouseCoopers 2011 - Present
Raymond James 2009 - 2011
SunTrust Bank 2003 - 2009
KFORCE, INC. (Formerly ROMAC INTERNATIONAL) 1999 - 2003
BANK OF AMERICA (formerly BARNETT BANKS INC 1986 - 1999
Skills
Recruiting, Talent Acquisition, Sourcing, Hiring, Leadership, Talent Management, Employee Relations, Banking, Human Resources, Interviews, Relationship Management, Negotiation, Compliance, Consulting, HR Policies, Personal Development, Internal Audit, Strategy
Education
Florida Southern College 1981 — 1985
Bachelor of Science, Business Administration; Marketing
PricewaterhouseCoopers 2011 - Present
Raymond James 2009 - 2011
SunTrust Bank 2003 - 2009
KFORCE, INC. (Formerly ROMAC INTERNATIONAL) 1999 - 2003
BANK OF AMERICA (formerly BARNETT BANKS INC 1986 - 1999
Skills
Recruiting, Talent Acquisition, Sourcing, Hiring, Leadership, Talent Management, Employee Relations, Banking, Human Resources, Interviews, Relationship Management, Negotiation, Compliance, Consulting, HR Policies, Personal Development, Internal Audit, Strategy
Education
Florida Southern College 1981 — 1985
Bachelor of Science, Business Administration; Marketing
Jennifer Penix Jennifer Penix's Raymond James Experience August 2005 - December 2010
Job Office Supervisor over 2 offices at Liberty Tax Service
Industry Accounting
Experience
Liberty Tax Service January 2009 - Present
Raymond James August 2005 - December 2010
Skills
Tax Preparation, Customer Service, Compliance, Microsoft Office, Office Management, Seminars, Hiring, Training, Data Entry, Bookkeeping, Project Management
Education
East Tennessee State University 2000 — 2004
100+ hours towards BS, Finance, Corporate and Investments
Liberty Tax Service January 2009 - Present
Raymond James August 2005 - December 2010
Skills
Tax Preparation, Customer Service, Compliance, Microsoft Office, Office Management, Seminars, Hiring, Training, Data Entry, Bookkeeping, Project Management
Education
East Tennessee State University 2000 — 2004
100+ hours towards BS, Finance, Corporate and Investments
Bruce Ploshay Bruce Ploshay's Raymond James Experience June 2007 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James June 2007 - Present
Raymond James June 2007 - Present
Education
DePauw University 1971 — 1975
Raymond James June 2007 - Present
Raymond James June 2007 - Present
Education
DePauw University 1971 — 1975
Kate Lacey's Raymond James Experience February 2014 - Present
Job at Raymond James
Industry Financial Services
Experience
Raymond James February 2014 - Present
RBC Wealth Management February 2011 - January 2014
The Warner Companies November 2009 - February 2011
South Moon Under October 2006 - 2011
World Trade Center Institute August 2009 - December 2009
Skills
Financial Analysis, Asset Allocation, Microsoft Excel, Marketing, Customer Service, Mutual Funds, Microsoft Word, Wealth Management, Investments, Outlook, Retirement Planning
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
Loyola University Maryland 2006 — 2009
BBA, Business
Denison University 2005 — 2006
Notre Dame Prep 2000 — 2005
Raymond James February 2014 - Present
RBC Wealth Management February 2011 - January 2014
The Warner Companies November 2009 - February 2011
South Moon Under October 2006 - 2011
World Trade Center Institute August 2009 - December 2009
Skills
Financial Analysis, Asset Allocation, Microsoft Excel, Marketing, Customer Service, Mutual Funds, Microsoft Word, Wealth Management, Investments, Outlook, Retirement Planning
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
Loyola University Maryland 2006 — 2009
BBA, Business
Denison University 2005 — 2006
Notre Dame Prep 2000 — 2005
Bob Hilton Bob Hilton's Raymond James Experience January 2002 - Present
Job Managing Director, Senior Vice President, Investments, Mustard Seed Advisors of Raymond James
Industry Financial Services
Experience
Raymond James January 2002 - Present
Raymond James & Associates, Inc 2002 - 2012
Skills
Asset Management
Education
Florida State University 1974 — 1976
Bachelor of Science, Government
Raymond James January 2002 - Present
Raymond James & Associates, Inc 2002 - 2012
Skills
Asset Management
Education
Florida State University 1974 — 1976
Bachelor of Science, Government
Leisa Sanchez Western's Raymond James Experience October 2002 - June 2003
Job CoFounder at Absolute Performance Verification in Seattle, WA and Charleston, SC
Industry Financial Services
Experience
Absolute Performance Verification LLC February 2006 - Present
Raymond James October 2002 - June 2003
Franklin Templeton Investments June 1995 - September 2002
Education
Florida International University 1993 — 1996
MS, Integrated Marketing
Florida International University 1988 — 1992
BS, Journalism
Westwood Christian School - Miami, Florida
High School
Absolute Performance Verification LLC February 2006 - Present
Raymond James October 2002 - June 2003
Franklin Templeton Investments June 1995 - September 2002
Education
Florida International University 1993 — 1996
MS, Integrated Marketing
Florida International University 1988 — 1992
BS, Journalism
Westwood Christian School - Miami, Florida
High School
Jeremy Breazzano Jeremy Breazzano's Raymond James Experience July 2007 - June 2009
Job Global Investment Banking
Industry Investment Banking
Experience
Citi August 2011 - Present
Raymond James July 2007 - June 2009
Skills
Investments, Mergers & Acquisitions, Investment Banking, Financial Modeling, Valuation, Mutual Funds, Mergers
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA, Investment Banking Immersion
Union College 2003 — 2007
BA, Political Science, Economics
Citi August 2011 - Present
Raymond James July 2007 - June 2009
Skills
Investments, Mergers & Acquisitions, Investment Banking, Financial Modeling, Valuation, Mutual Funds, Mergers
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA, Investment Banking Immersion
Union College 2003 — 2007
BA, Political Science, Economics
Douglas DiDominica Douglas DiDominica's Raymond James Experience October 1996 - February 1998
Job Regional Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2008 - Present
Principal Financial Group July 2007 - September 2008
The Granite Financial February 1997 - July 2008
Granite Securities LLC March 2000 - April 2008
The Investment Center February 1999 - February 2000
Wall Street Financial Group February 1998 - March 1999
Raymond James October 1996 - February 1998
Skills
Management, Financial Advisory, Financial Services, Securities, Financial Planners, Coaching, Educational Leadership, Organizational..., Leadership Development, FINRA, Retirement, 401k, Retirement Planning, Fixed Annuities, Series 7, Series 63, Life Insurance, Insurance, Disability Insurance, Mutual Funds, Asset Allocation
Education
Farmingdale State College 1989 — 1992
Principal Financial Group September 2008 - Present
Principal Financial Group July 2007 - September 2008
The Granite Financial February 1997 - July 2008
Granite Securities LLC March 2000 - April 2008
The Investment Center February 1999 - February 2000
Wall Street Financial Group February 1998 - March 1999
Raymond James October 1996 - February 1998
Skills
Management, Financial Advisory, Financial Services, Securities, Financial Planners, Coaching, Educational Leadership, Organizational..., Leadership Development, FINRA, Retirement, 401k, Retirement Planning, Fixed Annuities, Series 7, Series 63, Life Insurance, Insurance, Disability Insurance, Mutual Funds, Asset Allocation
Education
Farmingdale State College 1989 — 1992
Dan Winters Dan Winters's Raymond James Experience January 2001 - October 2008
Job Senior Vice President Acquisitions at Alliant Asset Management
Industry Real Estate
Experience
Alliant Asset Management October 2012 - Present
Alliant Asset Management October 2010 - October 2012
Fifth Third Bancorp June 2009 - October 2010
Raymond James January 2001 - October 2008
Skills
Real Estate Economics, Due Diligence, Financial Modeling, Real Estate Development, Affordable Housing, Financial Analysis, Underwriting, Real Estate, Asset Managment, Strategic Planning, Forecasting, Valuation, Loans, Tax Credits
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration (MBA)
University of Florida 1996 — 2000
Bachelor of Science in Business Administration, Finance
Alliant Asset Management October 2012 - Present
Alliant Asset Management October 2010 - October 2012
Fifth Third Bancorp June 2009 - October 2010
Raymond James January 2001 - October 2008
Skills
Real Estate Economics, Due Diligence, Financial Modeling, Real Estate Development, Affordable Housing, Financial Analysis, Underwriting, Real Estate, Asset Managment, Strategic Planning, Forecasting, Valuation, Loans, Tax Credits
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration (MBA)
University of Florida 1996 — 2000
Bachelor of Science in Business Administration, Finance
Andy Haffey's Raymond James Experience May 2005 - July 2006
Job Promotional Advertising Consultant | Creative Specialties | Making your custom imprinted items STAND OUT | Marketing
Industry Marketing and Advertising
Experience
Creative Specialties August 2006 - Present
Sunrise NETWORKING Group, LLC August 2011 - Present
Raymond James May 2005 - July 2006
Skills
Marketing, Sales, Account Management, Strategic Planning, New Business Development, Customer Service, Sales Management, Marketing Communications, Business Planning, Team Building, Event Planning, Public Relations, Business Strategy, Advertising, Event Management, Email Marketing, Competitive Analysis, Lead Generation, Marketing Strategy, Market Research
Education
Ferris State University 2000 — 2004
Bachelor of Science, Business Management
Creative Specialties August 2006 - Present
Sunrise NETWORKING Group, LLC August 2011 - Present
Raymond James May 2005 - July 2006
Skills
Marketing, Sales, Account Management, Strategic Planning, New Business Development, Customer Service, Sales Management, Marketing Communications, Business Planning, Team Building, Event Planning, Public Relations, Business Strategy, Advertising, Event Management, Email Marketing, Competitive Analysis, Lead Generation, Marketing Strategy, Market Research
Education
Ferris State University 2000 — 2004
Bachelor of Science, Business Management
John Sterling John Sterling's Raymond James Experience 1999 - 2002
Job Marketing & Transportation Business Development Senior Decision Analyst
Industry Renewables & Environment
Experience
Tengizchevroil (Chevron Joint Venture) July 2013 - Present
Chevron Corporation July 2010 - Present
Chevron Technology Ventures May 2006 - August 2010
Danaher Corporation June 2004 - April 2006
Raymond James 1999 - 2002
Public Forum Institute 1996 - 1996
Skills
Financial Modeling, Mergers, Energy, Business Strategy, Valuation, Financial Analysis, Cross-functional Team..., Portfolio Management, Strategic Planning, Venture Capital, Product Management, Market Analysis, Corporate Finance, Forecasting, Business Development, Risk Management, Mergers & Acquisitions, Strategy, Renewable Energy, Management
Education
University of Virginia Darden School of Business 2002 — 2004
MBA
Duke University 1995 — 1999
BS
Robinson Secondary
Tengizchevroil (Chevron Joint Venture) July 2013 - Present
Chevron Corporation July 2010 - Present
Chevron Technology Ventures May 2006 - August 2010
Danaher Corporation June 2004 - April 2006
Raymond James 1999 - 2002
Public Forum Institute 1996 - 1996
Skills
Financial Modeling, Mergers, Energy, Business Strategy, Valuation, Financial Analysis, Cross-functional Team..., Portfolio Management, Strategic Planning, Venture Capital, Product Management, Market Analysis, Corporate Finance, Forecasting, Business Development, Risk Management, Mergers & Acquisitions, Strategy, Renewable Energy, Management
Education
University of Virginia Darden School of Business 2002 — 2004
MBA
Duke University 1995 — 1999
BS
Robinson Secondary
Ethan Cabiac Ethan Cabiac's Raymond James Experience April 2006 - February 2011
Job Left Handed Software Craftsman
Industry Computer Software
Experience
Viewpost June 2013 - Present
Catapult Systems February 2011 - May 2013
Raymond James April 2006 - February 2011
Diamond Data Systems, a Geocent Company November 2005 - March 2006
Trax USA Corp June 2002 - March 2005
Skills
Agile Methodologies, .NET, ASP.NET, ASP.NET MVC, Software Development, SOA, WPF, Software Design, SSRS, WCF, MVC, Test Driven Development, T-SQL, C#, Microsoft SQL Server, LINQ, Software Engineering, Application Architecture, Solution Architecture, XML, Object Oriented Design, UML, TFS, ADO.NET, Design Patterns, Scrum, Java, jQuery, HTML, SQL Server, PL/SQL, WSDL, Data Modeling, Agile, Software Metrics, DDD, XSD, Algorithms, SQL, SDLC, Requirements Analysis, Enterprise Architecture, Web Services, Git, API Development, Databases
Education
Florida International University 1998 — 2002
B.S., Computer Science
Viewpost June 2013 - Present
Catapult Systems February 2011 - May 2013
Raymond James April 2006 - February 2011
Diamond Data Systems, a Geocent Company November 2005 - March 2006
Trax USA Corp June 2002 - March 2005
Skills
Agile Methodologies, .NET, ASP.NET, ASP.NET MVC, Software Development, SOA, WPF, Software Design, SSRS, WCF, MVC, Test Driven Development, T-SQL, C#, Microsoft SQL Server, LINQ, Software Engineering, Application Architecture, Solution Architecture, XML, Object Oriented Design, UML, TFS, ADO.NET, Design Patterns, Scrum, Java, jQuery, HTML, SQL Server, PL/SQL, WSDL, Data Modeling, Agile, Software Metrics, DDD, XSD, Algorithms, SQL, SDLC, Requirements Analysis, Enterprise Architecture, Web Services, Git, API Development, Databases
Education
Florida International University 1998 — 2002
B.S., Computer Science
Valerie Ramo, CPA's Raymond James Experience April 2013 - Present
Job Financial Advisor at Ramo Partners Family Wealth Management of Raymond James
Industry Financial Services
Experience
Raymond James April 2013 - Present
University School at Nova Southeastern University January 2008 - June 2010
Caribbean Engineering and Design Company September 1997 - June 2000
Deloitte & Touche September 1995 - June 1997
Caribbean Engineering and Design Company September 1990 - May 1995
Skills
Retirement Planning, Long-term Care, Social Security, Widows, Divorce, College Education..., Estate Planning, Asset Allocation, Income Protection, 401k, 401k Rollovers, Comfortable Retirement
Education
Florida International University 1995 — 1997
Masters in Taxation, Tax/Accounting
Florida International University 1989 — 1993
Bachelor in Accounting, Accounting
Raymond James April 2013 - Present
University School at Nova Southeastern University January 2008 - June 2010
Caribbean Engineering and Design Company September 1997 - June 2000
Deloitte & Touche September 1995 - June 1997
Caribbean Engineering and Design Company September 1990 - May 1995
Skills
Retirement Planning, Long-term Care, Social Security, Widows, Divorce, College Education..., Estate Planning, Asset Allocation, Income Protection, 401k, 401k Rollovers, Comfortable Retirement
Education
Florida International University 1995 — 1997
Masters in Taxation, Tax/Accounting
Florida International University 1989 — 1993
Bachelor in Accounting, Accounting
Danielle Hould Danielle Hould's Raymond James Experience January 2001 - June 2004
Job MultiFaceted Marketing Management Professional
Industry Marketing and Advertising
Experience
New York Life Insurance Company August 2015 - Present
Freelance Marketing, Copywriting and Design January 2010 - Present
American Association for Physician Leadership June 2014 - July 2015
ISPE July 2013 - June 2014
ISPE September 2010 - July 2013
Dosatron International, Inc August 2008 - September 2010
First Advantage June 2005 - July 2008
Quality Distribution 2004 - 2005
Raymond James January 2001 - June 2004
Skills
Copywriting, Marketing Communications, Email Marketing, Press Releases, Social Media, Marketing Strategy, Corporate Communications, Public Relations, Media Relations, Newsletters, Marketing, Editing, Event Planning, Strategy, Management, Marketing Management, Brand Management, Blogging, Project Management, Graphic Design, Event Management, B2B, SEO, Leadership, Strategic Communications, Strategic Planning, Writing, Internal Communications, Constant Contact, Informz, Adobe Creative Suite, Microsoft Office, Vocus, Trade Shows, Social Media Marketing, Budgets, Advertising, Social Networking, Web Content, Technical Writing, Account Management, Integrated Marketing, Online Advertising, Digital Marketing, Brand Development, Program Management, Facebook, Market Planning, Lead Generation, Online Marketing
Education
Eckerd College 1996 — 2000
Bachelor of Arts, Music
New York Life Insurance Company August 2015 - Present
Freelance Marketing, Copywriting and Design January 2010 - Present
American Association for Physician Leadership June 2014 - July 2015
ISPE July 2013 - June 2014
ISPE September 2010 - July 2013
Dosatron International, Inc August 2008 - September 2010
First Advantage June 2005 - July 2008
Quality Distribution 2004 - 2005
Raymond James January 2001 - June 2004
Skills
Copywriting, Marketing Communications, Email Marketing, Press Releases, Social Media, Marketing Strategy, Corporate Communications, Public Relations, Media Relations, Newsletters, Marketing, Editing, Event Planning, Strategy, Management, Marketing Management, Brand Management, Blogging, Project Management, Graphic Design, Event Management, B2B, SEO, Leadership, Strategic Communications, Strategic Planning, Writing, Internal Communications, Constant Contact, Informz, Adobe Creative Suite, Microsoft Office, Vocus, Trade Shows, Social Media Marketing, Budgets, Advertising, Social Networking, Web Content, Technical Writing, Account Management, Integrated Marketing, Online Advertising, Digital Marketing, Brand Development, Program Management, Facebook, Market Planning, Lead Generation, Online Marketing
Education
Eckerd College 1996 — 2000
Bachelor of Arts, Music
Babette Schwartz Babette Schwartz's Raymond James Experience May 2010 - August 2010
Job Sales Coordinator at Luxottica Group
Industry Apparel & Fashion
Experience
Luxottica Group March 2015 - Present
Gold Medal International October 2012 - March 2015
Cache August 2012 - October 2012
Tory Burch August 2010 - August 2012
Animal Safehouse May 2009 - May 2012
Northwestern Mutual August 2010 - December 2010
Raymond James May 2010 - August 2010
Theory August 2006 - November 2009
Skills
Retail, Merchandising, Advertising, Outlook, Customer Service, PowerPoint, Microsoft Excel, Sales, Microsoft Word, Facebook, Marketing, Microsoft Office, Social Networking, Event Planning, Mac, Social Media, Adobe Acrobat, Public Relations, Sales Management, Customer Satisfaction, Access, Selling, Management
Education
University of Central Florida 2007 — 2012
Bachelor's Degree, Finance
University of Central Florida - College of Business Administration 2007 — 2012
Bachelor of Science (B.S.), Accounting
University of Central Florida 2007 — 2012
Bachelor of Arts (B.A.), Art History
Fashion Institute of Technology
Fashion/Apparel/Handbag Design
Luxottica Group March 2015 - Present
Gold Medal International October 2012 - March 2015
Cache August 2012 - October 2012
Tory Burch August 2010 - August 2012
Animal Safehouse May 2009 - May 2012
Northwestern Mutual August 2010 - December 2010
Raymond James May 2010 - August 2010
Theory August 2006 - November 2009
Skills
Retail, Merchandising, Advertising, Outlook, Customer Service, PowerPoint, Microsoft Excel, Sales, Microsoft Word, Facebook, Marketing, Microsoft Office, Social Networking, Event Planning, Mac, Social Media, Adobe Acrobat, Public Relations, Sales Management, Customer Satisfaction, Access, Selling, Management
Education
University of Central Florida 2007 — 2012
Bachelor's Degree, Finance
University of Central Florida - College of Business Administration 2007 — 2012
Bachelor of Science (B.S.), Accounting
University of Central Florida 2007 — 2012
Bachelor of Arts (B.A.), Art History
Fashion Institute of Technology
Fashion/Apparel/Handbag Design
Douglas W. Stewart, CFP® Douglas W. Stewart, CFP®'s Raymond James Experience October 2008 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James October 2008 - Present
A.G. Edwards October 2000 - September 2008
Skills
Retirement Planning, Series 7, Investment Advisory, Wealth Management, Mutual Funds
Education
Ferris State University 1981 — 1985
Bachelor of Science, Marketing
Homestead HS
Raymond James October 2008 - Present
A.G. Edwards October 2000 - September 2008
Skills
Retirement Planning, Series 7, Investment Advisory, Wealth Management, Mutual Funds
Education
Ferris State University 1981 — 1985
Bachelor of Science, Marketing
Homestead HS
Robert W. Fritz Robert W. Fritz's Raymond James Experience 1995 - Present
Job Vice Presidents, Investments at Raymond James
Industry Financial Services
Experience
Raymond James 1995 - Present
McDonnell Douglas October 1987 - January 1990
Saft America, Inc June 1986 - October 1987
Harris Corporation March 1983 - June 1986
Skills
Retirement Planning, Estate Planning, Technical Analysis, Asset Management, Portfolio Analysis, Long Term Care..., College Savings Plans, Cash Flow Analysis, Wealth Management, Life Insurance &...
Education
Florida Institute of Technology 1984 — 1986
Masters, Business Administration
SUNY Albany 1981 — 1982
Bachelor of Science, Business Administration, Finance Concentration
Raymond James 1995 - Present
McDonnell Douglas October 1987 - January 1990
Saft America, Inc June 1986 - October 1987
Harris Corporation March 1983 - June 1986
Skills
Retirement Planning, Estate Planning, Technical Analysis, Asset Management, Portfolio Analysis, Long Term Care..., College Savings Plans, Cash Flow Analysis, Wealth Management, Life Insurance &...
Education
Florida Institute of Technology 1984 — 1986
Masters, Business Administration
SUNY Albany 1981 — 1982
Bachelor of Science, Business Administration, Finance Concentration
Hervé Liegeois Hervé Liegeois's Raymond James Experience February 1995 - Present
Job Wealth Management Specialist at Raymond James
Industry Financial Services
Experience
Raymond James February 1995 - Present
Skills
Wealth Management, Securities, Estate Planning, Fixed Income, Mutual Funds, Strategic Financial..., Alternative Investments, Investments, Investment Strategies, Asset Allocation, Uniform Combined State..., Series 7
Education
Ecole supérieure de Commerce de Reims 1972 — 1976
Raymond James February 1995 - Present
Skills
Wealth Management, Securities, Estate Planning, Fixed Income, Mutual Funds, Strategic Financial..., Alternative Investments, Investments, Investment Strategies, Asset Allocation, Uniform Combined State..., Series 7
Education
Ecole supérieure de Commerce de Reims 1972 — 1976
Rakesh Vijay's Raymond James Experience October 2008 - Present
Job Principal Agent I Financial Advisor I
Industry Financial Services
Experience
Raymond James October 2008 - Present
Edward Jones July 2001 - October 2008
Skills
Wealth Management, Critical Illness, Relationship Management, Strategic Financial..., Management, Wealth, Finance, Securities, Mortgage Lending, Insurance, Retirement Planning, Portfolio Management, Financial Services, Business Strategy, Accounting, Business Development, Disability Insurance, Bonds, Auditing, Business Analysis, Banking, Life Insurance, Asset Management, Business Planning, Loans, Investments, Financial Analysis, Investment Strategies, Credit, Mutual Funds, Strategic Planning, Budgets, Risk Management
Education
M.B.A. 1991 — 1994
M.B.A., Marketing
Raymond James October 2008 - Present
Edward Jones July 2001 - October 2008
Skills
Wealth Management, Critical Illness, Relationship Management, Strategic Financial..., Management, Wealth, Finance, Securities, Mortgage Lending, Insurance, Retirement Planning, Portfolio Management, Financial Services, Business Strategy, Accounting, Business Development, Disability Insurance, Bonds, Auditing, Business Analysis, Banking, Life Insurance, Asset Management, Business Planning, Loans, Investments, Financial Analysis, Investment Strategies, Credit, Mutual Funds, Strategic Planning, Budgets, Risk Management
Education
M.B.A. 1991 — 1994
M.B.A., Marketing
Michelle Vehlhaber's Raymond James Experience October 1996 - April 1998
Job Project Coordinator at Lotus Construction
Industry Accounting
Experience
Lotus Construction October 2015 - Present
Vitex Systems January 2014 - October 2015
FMC Consulting December 2012 - 2014
INgage Networks January 2005 - December 2012
SPI Consulting International, Inc. January 2000 - May 2004
Checkpoint Security Systems 1999 - January 2001
Raymond James October 1996 - April 1998
Skills
Operations Management, Contract Administration, Accounting, Revenue Forecasting, Financial Modeling, Benefits Administration, Contract Management, Proposal Writing, Forecasting, Strategic Planning, Project Management, Team Leadership, SharePoint, Team Building, Program Management, Start-ups, Leadership, Account Management, Sales Management, Business Development, Marketing Strategy, Training, Visio, Software Documentation, Analysis, Financial Analysis, Business Planning, Social Media, Contract Negotiation, Process Improvement, Cross-functional Team..., Customer Service, Budgets, Change Management, Salesforce.com, New Business Development, Management, Negotiation, CRM, SaaS, Strategy, Business Process..., Business Strategy, Business Analysis, Sales, Marketing, System Administration, Management Consulting, Strategic Partnerships, Project Planning
Education
Spring Hill College 1990 — 1994
BA
Florida Gulf Coast University
MBA
Lotus Construction October 2015 - Present
Vitex Systems January 2014 - October 2015
FMC Consulting December 2012 - 2014
INgage Networks January 2005 - December 2012
SPI Consulting International, Inc. January 2000 - May 2004
Checkpoint Security Systems 1999 - January 2001
Raymond James October 1996 - April 1998
Skills
Operations Management, Contract Administration, Accounting, Revenue Forecasting, Financial Modeling, Benefits Administration, Contract Management, Proposal Writing, Forecasting, Strategic Planning, Project Management, Team Leadership, SharePoint, Team Building, Program Management, Start-ups, Leadership, Account Management, Sales Management, Business Development, Marketing Strategy, Training, Visio, Software Documentation, Analysis, Financial Analysis, Business Planning, Social Media, Contract Negotiation, Process Improvement, Cross-functional Team..., Customer Service, Budgets, Change Management, Salesforce.com, New Business Development, Management, Negotiation, CRM, SaaS, Strategy, Business Process..., Business Strategy, Business Analysis, Sales, Marketing, System Administration, Management Consulting, Strategic Partnerships, Project Planning
Education
Spring Hill College 1990 — 1994
BA
Florida Gulf Coast University
MBA
Patrick Brannam Patrick Brannam's Raymond James Experience May 2013 - Present
Job Sr. Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 2013 - Present
UBS Financial Services inc. August 2002 - May 2013
Deloitte & Touche LLP June 1999 - October 2001
GATX Logistics June 1995 - April 1998
Skills
Securities, Investments, Asset Allocation, Series 7, Wealth Management, Retirement Planning, Alternative Investments, Investment Advisory, 401k, Mutual Funds, Strategic Financial..., Portfolio Management, Retirement, Wealth Management..., Asset Management, Financial Analysis, Insurance, IRAs, Bonds, Strategic Planning, Business Strategy
Education
Emory University - Goizueta Business School 1998 — 1999
MBA, Decision Information Analysis
University of Florida 1990 — 1995
BSBA, Business Management
Raymond James May 2013 - Present
UBS Financial Services inc. August 2002 - May 2013
Deloitte & Touche LLP June 1999 - October 2001
GATX Logistics June 1995 - April 1998
Skills
Securities, Investments, Asset Allocation, Series 7, Wealth Management, Retirement Planning, Alternative Investments, Investment Advisory, 401k, Mutual Funds, Strategic Financial..., Portfolio Management, Retirement, Wealth Management..., Asset Management, Financial Analysis, Insurance, IRAs, Bonds, Strategic Planning, Business Strategy
Education
Emory University - Goizueta Business School 1998 — 1999
MBA, Decision Information Analysis
University of Florida 1990 — 1995
BSBA, Business Management
Sean Caplen Sean Caplen's Raymond James Experience 2011 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James 2011 - Present
Skills
Investments, Securities, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Asset Allocation, Estate Planning, Portfolio Management, Alternative Investments, Investment Strategies, Financial Analysis, Asset Management, Account Management, Financial Advisory
Education
Florida Atlantic University 2004 — 2007
Bachelors, International Business and Trade
University of Colorado at Boulder 2000 — 2003
business
Raymond James 2011 - Present
Skills
Investments, Securities, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Asset Allocation, Estate Planning, Portfolio Management, Alternative Investments, Investment Strategies, Financial Analysis, Asset Management, Account Management, Financial Advisory
Education
Florida Atlantic University 2004 — 2007
Bachelors, International Business and Trade
University of Colorado at Boulder 2000 — 2003
business
Rachel McNeil, CFP® professional's Raymond James Experience June 2008 - September 2011
Job Mustard Seed Advisors of Raymond James
Industry Financial Services
Experience
Mustard Seed Advisors of Raymond James September 2011 - Present
Raymond James June 2008 - September 2011
Raymond James June 2006 - June 2008
Raymond James June 2005 - June 2006
Catholic Charities Diocese of St.Petersburg October 2003 - May 2005
Skills
Financial Planning, Research, Financial Advisory, Strategic Financial..., Retirement Planning, Social Security, Retirement
Education
Eckerd College 1999 — 2003
BA, Economics and Spanish
Dixie Hollins High School 1995 — 1999
Mustard Seed Advisors of Raymond James September 2011 - Present
Raymond James June 2008 - September 2011
Raymond James June 2006 - June 2008
Raymond James June 2005 - June 2006
Catholic Charities Diocese of St.Petersburg October 2003 - May 2005
Skills
Financial Planning, Research, Financial Advisory, Strategic Financial..., Retirement Planning, Social Security, Retirement
Education
Eckerd College 1999 — 2003
BA, Economics and Spanish
Dixie Hollins High School 1995 — 1999
Raymond Andy Marra's Raymond James Experience May 2007 - August 2007
Job Attorney at Lewis and Wilkins LLP
Industry Law Practice
Experience
Lewis and Wilkins LLP November 2013 - Present
Lewis and Wilkins LLP August 2012 - November 2013
Lauth Property Group May 2011 - August 2011
The Canterbury Hotel June 2010 - August 2010
Private Client May 2009 - August 2009
Australian Gold January 2009 - January 2009
Raymond James May 2007 - August 2007
Skills
Sales, Real Estate, Leadership, Project Planning, Civil Litigation, Entrepreneurship, Corporate Law, Contract Negotiation, Litigation, Business Development, Westlaw, Mergers & Acquisitions, Technology, Commercial Litigation, Legal Research, Management, Microsoft Office, Public Speaking, Research, Social Media
Education
Indiana University Robert H. McKinney School of Law
Doctor of Law (J.D.)
Renmin University of China 2012 — 2012
Summer Program, Law
DePauw University 2006 — 2010
Bachelor of Arts (B.A.), Economics & Management
Park Tudor School 2002 — 2006
Lewis and Wilkins LLP November 2013 - Present
Lewis and Wilkins LLP August 2012 - November 2013
Lauth Property Group May 2011 - August 2011
The Canterbury Hotel June 2010 - August 2010
Private Client May 2009 - August 2009
Australian Gold January 2009 - January 2009
Raymond James May 2007 - August 2007
Skills
Sales, Real Estate, Leadership, Project Planning, Civil Litigation, Entrepreneurship, Corporate Law, Contract Negotiation, Litigation, Business Development, Westlaw, Mergers & Acquisitions, Technology, Commercial Litigation, Legal Research, Management, Microsoft Office, Public Speaking, Research, Social Media
Education
Indiana University Robert H. McKinney School of Law
Doctor of Law (J.D.)
Renmin University of China 2012 — 2012
Summer Program, Law
DePauw University 2006 — 2010
Bachelor of Arts (B.A.), Economics & Management
Park Tudor School 2002 — 2006
Cody Maciejewski Cody Maciejewski's Raymond James Experience July 2015 - Present
Job Financial Advisor Williams Capital Management of Raymond James
Industry Financial Services
Experience
Raymond James July 2015 - Present
Education
University of Central Florida 2008 — 2010
Bachelor of Science in Business Administration, Finance
Edison Community College 2006 — 2008
Associate in the Arts, General Education
Raymond James July 2015 - Present
Education
University of Central Florida 2008 — 2010
Bachelor of Science in Business Administration, Finance
Edison Community College 2006 — 2008
Associate in the Arts, General Education
Bryan Zichterman Bryan Zichterman's Raymond James Experience August 2007 - Present
Job Investment Management Consultant and Senior Vice President, Investments at Zichterman Investment Group of Raymond James
Industry Financial Services
Experience
Raymond James August 2007 - Present
Mel Trotter Ministries May 2009 - March 2014
JJB Hilliard Lyons August 1998 - August 2007
Herman Miller February 1989 - August 1998
Education
Davenport University 1989 — 1992
Bachelors, Business Administration
Grace College and Seminary 1986 — 1988
Basic Courses
Grand Rapids Community College 1985 — 1986
Basic Courses
Northpoint Baptist High School 1979 — 1987
Grandville Junior High
Raymond James August 2007 - Present
Mel Trotter Ministries May 2009 - March 2014
JJB Hilliard Lyons August 1998 - August 2007
Herman Miller February 1989 - August 1998
Education
Davenport University 1989 — 1992
Bachelors, Business Administration
Grace College and Seminary 1986 — 1988
Basic Courses
Grand Rapids Community College 1985 — 1986
Basic Courses
Northpoint Baptist High School 1979 — 1987
Grandville Junior High
Dylan Blackford Dylan Blackford's Raymond James Experience July 2012 - June 2015
Job Associate at Lime Rock Partners
Industry Financial Services
Experience
Lime Rock Partners July 2015 - Present
Raymond James July 2012 - June 2015
Tulane University August 2008 - May 2012
Sequent Energy Management May 2011 - August 2011
Education
Tulane University 2008 — 2012
BSM, Finance and Economics
Curtin University of Technology 2010 — 2010
Lime Rock Partners July 2015 - Present
Raymond James July 2012 - June 2015
Tulane University August 2008 - May 2012
Sequent Energy Management May 2011 - August 2011
Education
Tulane University 2008 — 2012
BSM, Finance and Economics
Curtin University of Technology 2010 — 2010
Andrew Keil Andrew Keil's Raymond James Experience February 2014 - September 2014
Job Vice President of Fixed Income Capital Markets
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
Raymond James February 2014 - September 2014
Raymond James Financial Inc. June 2010 - February 2014
Raymond James Financial Inc. May 2007 - May 2010
Skills
Strategic Financial..., Portfolio Management, Wealth Management, Non-profit Consulting, Asset Allocation, Asset Protection, Financial Risk, Financial Markets, Investment Strategies, Financial Analysis, Asset Management, 529 Plans, Alternative Investments, Financial Services, Nonprofits, Financial Reporting, Investments, Mutual Funds, Securities, Financial Advisory, Finance, Private Equity, Hedge Funds, Investment Advisory, Retirement Planning, Series 7, Risk Management
Education
Eckerd College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Raymond James Financial Inc. September 2014 - Present
Raymond James February 2014 - September 2014
Raymond James Financial Inc. June 2010 - February 2014
Raymond James Financial Inc. May 2007 - May 2010
Skills
Strategic Financial..., Portfolio Management, Wealth Management, Non-profit Consulting, Asset Allocation, Asset Protection, Financial Risk, Financial Markets, Investment Strategies, Financial Analysis, Asset Management, 529 Plans, Alternative Investments, Financial Services, Nonprofits, Financial Reporting, Investments, Mutual Funds, Securities, Financial Advisory, Finance, Private Equity, Hedge Funds, Investment Advisory, Retirement Planning, Series 7, Risk Management
Education
Eckerd College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Heather Mosher Heather Mosher's Raymond James Experience February 2010 - Present
Job Financial Advisor, AAMS®, Accredited Asset Management SpecialistSM
Industry Financial Services
Experience
Raymond James February 2010 - Present
Hilliard Lyons February 2006 - February 2010
Holland Rescue Mission August 2003 - February 2006
Education
Davenport University
Bachelor of Business Administration (B.B.A.)
Raymond James February 2010 - Present
Hilliard Lyons February 2006 - February 2010
Holland Rescue Mission August 2003 - February 2006
Education
Davenport University
Bachelor of Business Administration (B.B.A.)
Shelly Burgan's Raymond James Experience 1986 - 1991
Job experienced administratormany industries; accomplished musician
Industry Executive Office
Experience
Kate and Kenny C August 2014 - Present
The Center for Traditional Chinese Medicine Inc October 2011 - April 2015
Silver Thread Investments May 1996 - April 2014
Lighthouse Caribbean Christian Radio Ministries March 2009 - September 2010
New Hope Church May 2006 - April 2008
Centerpoint Church June 2005 - April 2006
Wolf Creek Ski Area 1996 - July 2005
Hoechst-Roussel (now part of Sanofi-Aventis) 1992 - 1996
Raymond James 1986 - 1991
Skills
Customer Service, Marketing, Sales, Team Building, Public Speaking, Microsoft Office, Marketing Strategy, Strategic Planning, Contract Negotiation, Event Planning, Music, Music Production, Musical Theatre, Wellness, Administrative..., Healing, Research, New Business Development, Teaching
Education
Emporia State University 1981 — 1985
BFA, Communication
Emporia State University 1981 — 1985
Bachelor of Fine Arts (BFA), Communication, General
Kate and Kenny C August 2014 - Present
The Center for Traditional Chinese Medicine Inc October 2011 - April 2015
Silver Thread Investments May 1996 - April 2014
Lighthouse Caribbean Christian Radio Ministries March 2009 - September 2010
New Hope Church May 2006 - April 2008
Centerpoint Church June 2005 - April 2006
Wolf Creek Ski Area 1996 - July 2005
Hoechst-Roussel (now part of Sanofi-Aventis) 1992 - 1996
Raymond James 1986 - 1991
Skills
Customer Service, Marketing, Sales, Team Building, Public Speaking, Microsoft Office, Marketing Strategy, Strategic Planning, Contract Negotiation, Event Planning, Music, Music Production, Musical Theatre, Wellness, Administrative..., Healing, Research, New Business Development, Teaching
Education
Emporia State University 1981 — 1985
BFA, Communication
Emporia State University 1981 — 1985
Bachelor of Fine Arts (BFA), Communication, General
Louis Vision Louis Vision's Raymond James Experience January 2010 - Present
Job Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James January 2010 - Present
A.G. Edwards January 1997 - January 2010
United States Air Force June 1990 - October 1995
Martin Marietta September 1990 - May 1991
Skills
Portfolio Management, Retirement Planning, Wealth Management, Financial Planning, Investments, Finance
Education
Wright State University 1992 — 1995
M.B.A., Finance
Drexel University 1985 — 1990
B.S., Mechanical Engineering
Wilson High School 1982 — 1985
Raymond James January 2010 - Present
A.G. Edwards January 1997 - January 2010
United States Air Force June 1990 - October 1995
Martin Marietta September 1990 - May 1991
Skills
Portfolio Management, Retirement Planning, Wealth Management, Financial Planning, Investments, Finance
Education
Wright State University 1992 — 1995
M.B.A., Finance
Drexel University 1985 — 1990
B.S., Mechanical Engineering
Wilson High School 1982 — 1985
Amanda Massey, MBA's Raymond James Experience February 2015 - Present
Job ★Retirement Savings Plans★Income Strategies★Wealth Management★Estate Planning★
Industry Financial Services
Experience
Raymond James February 2015 - Present
Raymond James January 2011 - January 2015
Education
Eastern Michigan University 2012 — 2014
MBA, Finance
University of Michigan 2007 — 2011
Bachelor of Arts, Psychology, Archaeology
Raymond James February 2015 - Present
Raymond James January 2011 - January 2015
Education
Eastern Michigan University 2012 — 2014
MBA, Finance
University of Michigan 2007 — 2011
Bachelor of Arts, Psychology, Archaeology
Lynsey Pendleton Lynsey Pendleton's Raymond James Experience July 2011 - December 2011
Job Client Service Associate I at Raymond James
Industry Financial Services
Experience
Crane Private Wealth Management of Raymond James October 2014 - Present
Revolution Technologies October 2013 - October 2014
Hooters of America 2005 - October 2014
Carroll Distribution and Marketing March 2007 - December 2013
Medicomp Inc. May 2012 - March 2013
Raymond James July 2011 - December 2011
Holmes Regional Medical Center February 2007 - November 2008
Education
Florida Institute of Technology 2010 — 2011
Bachelor of Business Administration (BBA), Business/Commerce, General
Crane Private Wealth Management of Raymond James October 2014 - Present
Revolution Technologies October 2013 - October 2014
Hooters of America 2005 - October 2014
Carroll Distribution and Marketing March 2007 - December 2013
Medicomp Inc. May 2012 - March 2013
Raymond James July 2011 - December 2011
Holmes Regional Medical Center February 2007 - November 2008
Education
Florida Institute of Technology 2010 — 2011
Bachelor of Business Administration (BBA), Business/Commerce, General
Brian Swords's Raymond James Experience October 2010 - April 2012
Job Senior Management Analyst ll at the Florida Department of Revenue
Industry Human Resources
Experience
FL Department of Revenue October 2014 - Present
Florida Department of Highway Safety and Motor Vehicles April 2014 - September 2014
FL Department of Revenue November 2012 - April 2014
PwC April 2012 - November 2012
Raymond James October 2010 - April 2012
Personnel Board of Jefferson County January 2009 - September 2010
Workforce Dynamics June 2008 - December 2008
Institutional Planning, Research, and Effectiveness (ECU) August 2006 - May 2008
Skills
Job Analysis, Succession Planning, Employee Engagement, HRIS, 360 Feedback, Data Validation, Statistical Reporting, Performance Metrics, Conducting Interviews, Leadership Development, Workforce Planning, Development Of Employees, Assessment Center, ISO 20000, Job Descriptions, Talent Management, Technology Needs..., Recruiting, Human Resources, Interviews, Organizational..., Data Analysis, Analysis, PeopleSoft, Performance Management, SPSS, Personnel Management, Employee Relations, Performance Appraisal, Training, College Recruiting, Strategy, Management, Employee Training, Applicant Tracking..., Organizational Design, Workshop Facilitation, Talent Acquisition, Deferred Compensation, HR Consulting, Screening, Resume Writing, Onboarding, Organizational..., Career Development, Human Capital, Employee Selection, Assessment Centers, Talent Assessment, New Hire Orientations
Education
East Carolina University 2006 — 2008
Master's, I/O Psychology
University of West Florida 2003 — 2006
Bachelor's, Psychology
FL Department of Revenue October 2014 - Present
Florida Department of Highway Safety and Motor Vehicles April 2014 - September 2014
FL Department of Revenue November 2012 - April 2014
PwC April 2012 - November 2012
Raymond James October 2010 - April 2012
Personnel Board of Jefferson County January 2009 - September 2010
Workforce Dynamics June 2008 - December 2008
Institutional Planning, Research, and Effectiveness (ECU) August 2006 - May 2008
Skills
Job Analysis, Succession Planning, Employee Engagement, HRIS, 360 Feedback, Data Validation, Statistical Reporting, Performance Metrics, Conducting Interviews, Leadership Development, Workforce Planning, Development Of Employees, Assessment Center, ISO 20000, Job Descriptions, Talent Management, Technology Needs..., Recruiting, Human Resources, Interviews, Organizational..., Data Analysis, Analysis, PeopleSoft, Performance Management, SPSS, Personnel Management, Employee Relations, Performance Appraisal, Training, College Recruiting, Strategy, Management, Employee Training, Applicant Tracking..., Organizational Design, Workshop Facilitation, Talent Acquisition, Deferred Compensation, HR Consulting, Screening, Resume Writing, Onboarding, Organizational..., Career Development, Human Capital, Employee Selection, Assessment Centers, Talent Assessment, New Hire Orientations
Education
East Carolina University 2006 — 2008
Master's, I/O Psychology
University of West Florida 2003 — 2006
Bachelor's, Psychology
Scott Wingert Scott Wingert's Raymond James Experience July 2009 - June 2012
Job Senior Corporate Development Associate at Medtronic
Industry Medical Devices
Experience
Medtronic July 2014 - Present
GlaxoSmithKline May 2013 - August 2013
Raymond James July 2009 - June 2012
Cowen and Company 2008 - 2009
Cowen and Company June 2007 - August 2007
Skills
Financial Modeling, Healthcare, Strategy, Business Analysis, Investment Banking, Analysis, Valuation
Education
Duke University - The Fuqua School of Business 2012 — 2014
MBA, Health Sector Management, Marketing
University of Pittsburgh 2004 — 2008
BSBA, Finance, Accounting, Economics
Medtronic July 2014 - Present
GlaxoSmithKline May 2013 - August 2013
Raymond James July 2009 - June 2012
Cowen and Company 2008 - 2009
Cowen and Company June 2007 - August 2007
Skills
Financial Modeling, Healthcare, Strategy, Business Analysis, Investment Banking, Analysis, Valuation
Education
Duke University - The Fuqua School of Business 2012 — 2014
MBA, Health Sector Management, Marketing
University of Pittsburgh 2004 — 2008
BSBA, Finance, Accounting, Economics
Timothy Rush Timothy Rush's Raymond James Experience September 2008 - Present
Job Sr. Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James September 2008 - Present
Merrill Lynch January 1990 - September 2008
Skills
Securities, Series 7, Investments, Wealth Management, Financial Advisory, Retirement Planning, Investment Advisory, Mutual Funds, Series 63, Asset Allocation, Investment Strategies, Alternative Investments, Asset Management, Equities, Strategic Financial..., Portfolio Management, Fixed Income, Investment Management, Hedge Funds, Insurance
Education
Eastern Michigan University
Bachelor's degree, Finance, General
Raymond James September 2008 - Present
Merrill Lynch January 1990 - September 2008
Skills
Securities, Series 7, Investments, Wealth Management, Financial Advisory, Retirement Planning, Investment Advisory, Mutual Funds, Series 63, Asset Allocation, Investment Strategies, Alternative Investments, Asset Management, Equities, Strategic Financial..., Portfolio Management, Fixed Income, Investment Management, Hedge Funds, Insurance
Education
Eastern Michigan University
Bachelor's degree, Finance, General
Brian Albers, CFP® Brian Albers, CFP®'s Raymond James Experience May 2007 - September 2011
Job Branch Operations Manager at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates July 2013 - Present
Raymond James & Associates July 2012 - July 2013
Raymond James May 2007 - September 2011
Horizon Investments January 2007 - May 2007
Education
Davidson College 2003 — 2007
Bachelor of Arts, History
Houston High School, Germantown, TN 1999 — 2003
Raymond James & Associates July 2013 - Present
Raymond James & Associates July 2012 - July 2013
Raymond James May 2007 - September 2011
Horizon Investments January 2007 - May 2007
Education
Davidson College 2003 — 2007
Bachelor of Arts, History
Houston High School, Germantown, TN 1999 — 2003
Carla Trebnick's Raymond James Experience February 2008 - Present
Job Sales Associate at Raymond James
Industry Financial Services
Experience
Raymond James February 2008 - Present
Raymond James January 2006 - January 2008
Skills
Retirement Planning, Strategic Financial..., Customer Service, Account Management, Microsoft Office, Financial Analysis, Sales
Education
Eastern Michigan University 2000 — 2004
Bachelor of Arts and Science
Raymond James February 2008 - Present
Raymond James January 2006 - January 2008
Skills
Retirement Planning, Strategic Financial..., Customer Service, Account Management, Microsoft Office, Financial Analysis, Sales
Education
Eastern Michigan University 2000 — 2004
Bachelor of Arts and Science
Jonathan Doros Jonathan Doros's Raymond James Experience March 2008 - September 2010
Job Head of Investor Relations at Solera Holdings
Industry Financial Services
Experience
Solera Holdings, Inc. May 2015 - Present
CA Technologies October 2013 - May 2015
CA Technologies June 2013 - May 2014
CA Technologies September 2010 - June 2013
Raymond James March 2008 - September 2010
UBS October 2005 - March 2008
Jefferies & Company May 2004 - October 2005
Standard & Poor's May 2003 - May 2004
RogersCasey June 2001 - May 2003
The TriZetto Group 1999 - 2000
Skills
Investor Relations, Financial Analysis, Financial Modeling, Mergers, Competitive Analysis, Equities, Investments, Strategy, Finance, Valuation, Equity Research, Due Diligence, Capital Markets, Corporate Finance
Education
Fairfield University 1997 — 2001
Bachelor of Science, Finance Major, Accounting Minor
Solera Holdings, Inc. May 2015 - Present
CA Technologies October 2013 - May 2015
CA Technologies June 2013 - May 2014
CA Technologies September 2010 - June 2013
Raymond James March 2008 - September 2010
UBS October 2005 - March 2008
Jefferies & Company May 2004 - October 2005
Standard & Poor's May 2003 - May 2004
RogersCasey June 2001 - May 2003
The TriZetto Group 1999 - 2000
Skills
Investor Relations, Financial Analysis, Financial Modeling, Mergers, Competitive Analysis, Equities, Investments, Strategy, Finance, Valuation, Equity Research, Due Diligence, Capital Markets, Corporate Finance
Education
Fairfield University 1997 — 2001
Bachelor of Science, Finance Major, Accounting Minor
Brian Grefe, CFP® Brian Grefe, CFP®'s Raymond James Experience September 2007 - Present
Job Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James September 2007 - Present
Robert W. Baird May 2005 - September 2007
Northern Trust March 2004 - May 2005
Skills
Investments, Portfolio Management, Finance, Management, Strategic Planning, Securities, Financial Advisory, Strategic Financial..., Financial Analysis, Financial Modeling, Retirement Planning, Mutual Funds, Alternative Investments, IRAs, Hedge Funds, Retirement, Valuation, Asset Management, Asset Allocation, 401k, Capital Markets, Mergers & Acquisitions, Due Diligence, Investment Strategies, Insurance, Investment Advisory, Wealth Management, Series 7, Estate Planning, Credit
Education
Drake University 2005 — 2007
MBA, Finance
Drake University 1999 — 2003
BSBA, Finance
Raymond James September 2007 - Present
Robert W. Baird May 2005 - September 2007
Northern Trust March 2004 - May 2005
Skills
Investments, Portfolio Management, Finance, Management, Strategic Planning, Securities, Financial Advisory, Strategic Financial..., Financial Analysis, Financial Modeling, Retirement Planning, Mutual Funds, Alternative Investments, IRAs, Hedge Funds, Retirement, Valuation, Asset Management, Asset Allocation, 401k, Capital Markets, Mergers & Acquisitions, Due Diligence, Investment Strategies, Insurance, Investment Advisory, Wealth Management, Series 7, Estate Planning, Credit
Education
Drake University 2005 — 2007
MBA, Finance
Drake University 1999 — 2003
BSBA, Finance
Charles Lashbaugh Charles Lashbaugh's Raymond James Experience June 2004 - May 2005
Job Client Services Representative at hibu
Industry Marketing and Advertising
Experience
hibu September 2012 - Present
FiberDyne Advanced Composites June 2012 - September 2012
Paleo2Go LLC April 2011 - June 2012
Morgan Stanley Smith Barney July 2006 - February 2011
Raymond James June 2004 - May 2005
Summit Capital Group, LLC 2002 - 2002
Skills
Options, Investments, Finance, Management, Financial Modeling, SEO, SEM
Education
Cornell University 2001 — 2004
BS, Industrial & Labor Relations
Washington State University 2000 — 2001
hibu September 2012 - Present
FiberDyne Advanced Composites June 2012 - September 2012
Paleo2Go LLC April 2011 - June 2012
Morgan Stanley Smith Barney July 2006 - February 2011
Raymond James June 2004 - May 2005
Summit Capital Group, LLC 2002 - 2002
Skills
Options, Investments, Finance, Management, Financial Modeling, SEO, SEM
Education
Cornell University 2001 — 2004
BS, Industrial & Labor Relations
Washington State University 2000 — 2001
Adam Rowe's Raymond James Experience May 2005 - February 2006
Job Sales Executive at Trintech
Industry Financial Services
Experience
Trintech December 2014 - Present
SS&C Technologies, Inc. - SKYLINE® Property Management Software October 2010 - December 2014
Franklin Debt Relief June 2009 - October 2010
CDW August 2007 - June 2009
Regency Office Products August 2006 - September 2007
RuffaloCODY October 2003 - May 2006
Raymond James May 2005 - February 2006
Morgan Stanley May 2003 - May 2005
Skills
Selling, Lead Generation, Account Management, Customer Service, Competitive Analysis, Sales, Negotiation, Sales Operations, Leadership, Marketing, Direct Sales, Cold Calling, Business Development, Property Management, Market Research, Sales Presentations, Solution Selling, Management, Sales Process, Finance, CRM, Salesforce.com, Time Management, New Business Development, Software Industry, Strategic Leadership, Cloud Computing, Cloud-based, Servers, Storage, Information Technology, Consultative Selling, Software Sales, Technology, Record to Report..., Financial Governance
Education
Eastern Illinois University 2001 — 2006
BS in Finance, Finance
Fenwick High School 1997 — 2001
OPRF
Trintech December 2014 - Present
SS&C Technologies, Inc. - SKYLINE® Property Management Software October 2010 - December 2014
Franklin Debt Relief June 2009 - October 2010
CDW August 2007 - June 2009
Regency Office Products August 2006 - September 2007
RuffaloCODY October 2003 - May 2006
Raymond James May 2005 - February 2006
Morgan Stanley May 2003 - May 2005
Skills
Selling, Lead Generation, Account Management, Customer Service, Competitive Analysis, Sales, Negotiation, Sales Operations, Leadership, Marketing, Direct Sales, Cold Calling, Business Development, Property Management, Market Research, Sales Presentations, Solution Selling, Management, Sales Process, Finance, CRM, Salesforce.com, Time Management, New Business Development, Software Industry, Strategic Leadership, Cloud Computing, Cloud-based, Servers, Storage, Information Technology, Consultative Selling, Software Sales, Technology, Record to Report..., Financial Governance
Education
Eastern Illinois University 2001 — 2006
BS in Finance, Finance
Fenwick High School 1997 — 2001
OPRF
Ron Zimmer Ron Zimmer's Raymond James Experience December 2006 - January 2011
Job Global Fund Analytics at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2011 - Present
Raymond James December 2006 - January 2011
Eagle Asset Management May 2005 - December 2006
Merrill Lynch August 2004 - January 2005
Skills
Series 7, Series 66, Series 24, Mutual Funds, Series 63, Series 65, Offshore Funds, 529 Plans, Uniform Combined State...
Education
Florida Gulf Coast University 2010 — 2012
MBA, Management
University of South Florida 2001 — 2005
Bachelors, Finance
Franklin Templeton Investments January 2011 - Present
Raymond James December 2006 - January 2011
Eagle Asset Management May 2005 - December 2006
Merrill Lynch August 2004 - January 2005
Skills
Series 7, Series 66, Series 24, Mutual Funds, Series 63, Series 65, Offshore Funds, 529 Plans, Uniform Combined State...
Education
Florida Gulf Coast University 2010 — 2012
MBA, Management
University of South Florida 2001 — 2005
Bachelors, Finance
Stephen G. Sykes Stephen G. Sykes's Raymond James Experience May 2009 - Present
Job First Vice President, Investments / Investment Management Consultant at Raymond James Phone 413 236 6909
Industry Financial Services
Experience
Raymond James May 2009 - Present
UBS 1996 - 2009
Education
Fairfield University 1991 — 1995
Bachelor of Science, Finance
Raymond James May 2009 - Present
UBS 1996 - 2009
Education
Fairfield University 1991 — 1995
Bachelor of Science, Finance
William Jacobsen, CAIA William Jacobsen, CAIA's Raymond James Experience September 2001 - May 2004
Job Business Development Manager at MicroVest Capital Management, LLC
Industry Investment Management
Experience
MicroVest Capital Management, LLC September 2014 - Present
Wells Fargo January 2013 - August 2014
Tanamera Capital July 2010 - December 2012
Wells Fargo Securities November 2005 - March 2009
Citi Private Bank November 2004 - November 2005
Raymond James September 2001 - May 2004
Skills
Investments, Structured Products, Alternative Investments, Derivatives, Risk Management, Strategy, Banking, Emerging Markets, Hedging, Private Banking, Equity Derivatives, Economics, Brokerage, Capital Markets, Cakes, Asset, Real assets, Product Development, Latin America, Farmland
Education
Drew University 1997 — 2001
B.A., Economics, Spanish
Universidad de Belgrano 2000 — 2000
International School Kuala Lumpur 1994 — 1997
Hong Kong International School 1988 — 1994
MicroVest Capital Management, LLC September 2014 - Present
Wells Fargo January 2013 - August 2014
Tanamera Capital July 2010 - December 2012
Wells Fargo Securities November 2005 - March 2009
Citi Private Bank November 2004 - November 2005
Raymond James September 2001 - May 2004
Skills
Investments, Structured Products, Alternative Investments, Derivatives, Risk Management, Strategy, Banking, Emerging Markets, Hedging, Private Banking, Equity Derivatives, Economics, Brokerage, Capital Markets, Cakes, Asset, Real assets, Product Development, Latin America, Farmland
Education
Drew University 1997 — 2001
B.A., Economics, Spanish
Universidad de Belgrano 2000 — 2000
International School Kuala Lumpur 1994 — 1997
Hong Kong International School 1988 — 1994
Preeti Batra Preeti Batra's Raymond James Experience March 2009 - March 2011
Job at Wells Fargo
Industry Financial Services
Experience
home November 2011 - Present
Wells Fargo January 2011 - August 2011
Raymond James March 2009 - March 2011
Merrill Lynch April 2008 - March 2009
O'Brien Industries March 2006 - December 2006
Moore Wealth Inc. January 2005 - December 2005
Education
Indian Institute of Technology, Roorkee 2001 — 2003
MBA, Finance and IT
Delhi University 1997 — 2000
B.Sc., Physics
DPS Noida
home November 2011 - Present
Wells Fargo January 2011 - August 2011
Raymond James March 2009 - March 2011
Merrill Lynch April 2008 - March 2009
O'Brien Industries March 2006 - December 2006
Moore Wealth Inc. January 2005 - December 2005
Education
Indian Institute of Technology, Roorkee 2001 — 2003
MBA, Finance and IT
Delhi University 1997 — 2000
B.Sc., Physics
DPS Noida
Gregory Barasia's Raymond James Experience December 2011 - October 2012
Job Specific Focus on Early Stage High Growth Companies
Industry Venture Capital & Private Equity
Experience
Lazard July 2014 - February 2015
Lazard November 2012 - June 2014
Raymond James December 2011 - October 2012
BlueTechWireless 2007 - 2009
The Barasia Group 2007 - 2009
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
Master of Business Administration
New York University 2006 — 2009
Bachelor of Science
Lazard July 2014 - February 2015
Lazard November 2012 - June 2014
Raymond James December 2011 - October 2012
BlueTechWireless 2007 - 2009
The Barasia Group 2007 - 2009
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
Master of Business Administration
New York University 2006 — 2009
Bachelor of Science
Deron Bryant Deron Bryant's Raymond James Experience 2001 - 2006
Job CEO
Industry Transportation/Trucking/Railroad
Experience
Dash Transportation January 2010 - Present
Raymond James 2001 - 2006
morgan stanley 1995 - 2001
Skills
Team Building, Strategic Planning, Leadership, Management, Equities, Strategic Financial..., Start-ups, Customer Service, Small Business
Education
University of North Florida - College of Business Administration 1983 — 1985
University of South Florida 1982 — 1984
ba
Florida Agricultural and Mechanical University 1980 — 1984
BA, Pre med
BA
Dash Transportation January 2010 - Present
Raymond James 2001 - 2006
morgan stanley 1995 - 2001
Skills
Team Building, Strategic Planning, Leadership, Management, Equities, Strategic Financial..., Start-ups, Customer Service, Small Business
Education
University of North Florida - College of Business Administration 1983 — 1985
University of South Florida 1982 — 1984
ba
Florida Agricultural and Mechanical University 1980 — 1984
BA, Pre med
BA
Jared Lagemann Jared Lagemann's Raymond James Experience January 1996 - January 2000
Job Principal at Park City Summit Fund LLC
Industry Real Estate
Experience
Park City Summit Fund LLC August 2012 - Present
CalCon Mutual Mortgage July 2011 - May 2012
Raymond James January 1996 - January 2000
Raymond James & Associates, Inc January 1996 - January 2000
Skills
First Time Home Buyers, Real Estate, Credit, Short Sales, FHA, Mortgage Lending, Sales, Loans, REO, Leadership, FHA financing, Government Loans, Portfolio Management, Investments, Trading, Financial Markets
Education
Eckerd College 1984 — 1989
BA, Business Administration
Park City Summit Fund LLC August 2012 - Present
CalCon Mutual Mortgage July 2011 - May 2012
Raymond James January 1996 - January 2000
Raymond James & Associates, Inc January 1996 - January 2000
Skills
First Time Home Buyers, Real Estate, Credit, Short Sales, FHA, Mortgage Lending, Sales, Loans, REO, Leadership, FHA financing, Government Loans, Portfolio Management, Investments, Trading, Financial Markets
Education
Eckerd College 1984 — 1989
BA, Business Administration
John W. Young, CFP® John W. Young, CFP®'s Raymond James Experience January 2012 - April 2015
Job Managing Partner at Cardinal Wealth Partners, LLC
Industry Financial Services
Experience
Cardinal Wealth Partners May 2015 - Present
Raymond James January 2012 - April 2015
Morgan Stanley October 2003 - August 2010
Legg Mason January 1998 - September 2003
AVL 1993 - 1997
Skills
Investments, Financial Advisory, Strategic Financial..., Finance, Risk Management, Securities, Retirement Planning, Wealth, Financial Planning, Wealth Management, Mutual Funds, Retirement, Series 7, Asset Management, Portfolio Management, 401k, Asset Allocation, Investment Advisory, Personal Finance, Estate Planning, Series 63, Certified Financial..., Tax, Fixed Annuities
Education
Duke University 2004 — 2005
Executive Certificate, Financial Planning
NCSU 1984 — 1988
BS, Biological Sciences, Kappa Alpha Order
Cardinal Wealth Partners May 2015 - Present
Raymond James January 2012 - April 2015
Morgan Stanley October 2003 - August 2010
Legg Mason January 1998 - September 2003
AVL 1993 - 1997
Skills
Investments, Financial Advisory, Strategic Financial..., Finance, Risk Management, Securities, Retirement Planning, Wealth, Financial Planning, Wealth Management, Mutual Funds, Retirement, Series 7, Asset Management, Portfolio Management, 401k, Asset Allocation, Investment Advisory, Personal Finance, Estate Planning, Series 63, Certified Financial..., Tax, Fixed Annuities
Education
Duke University 2004 — 2005
Executive Certificate, Financial Planning
NCSU 1984 — 1988
BS, Biological Sciences, Kappa Alpha Order
Daniel Axelrod Daniel Axelrod's Raymond James Experience July 2008 - August 2008
Job Private Client Associate at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein June 2014 - Present
J.P. Morgan July 2013 - June 2014
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Raymond James July 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, PowerPoint, Finance
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration, Finance and Accounting
AllianceBernstein June 2014 - Present
J.P. Morgan July 2013 - June 2014
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Raymond James July 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, PowerPoint, Finance
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration, Finance and Accounting
Juan C. Serrano's Raymond James Experience May 2002 - August 2002
Job Investment Manager at GE Asset Management
Industry Real Estate
Experience
GE Asset Management January 2008 - Present
GE Capital Real Estate July 2005 - December 2007
Fannie Mae September 2003 - June 2005
Raymond James May 2002 - August 2002
Moodys 1999 - 2001
Cleary Gottlieb Steen & Hamilton LLP 1996 - 1997
Skills
Investment Properties, Valuation, Due Diligence, Financial Modeling, Private Equity, Financial Analysis, Asset Management, Corporate Finance, Investments, Real Estate Economics, Capital Markets, Portfolio Management, Real Estate, Acquisitions
Education
Dartmouth College
BA, Government
University of Pennsylvania - The Wharton School
MBA, Finance
GE Asset Management January 2008 - Present
GE Capital Real Estate July 2005 - December 2007
Fannie Mae September 2003 - June 2005
Raymond James May 2002 - August 2002
Moodys 1999 - 2001
Cleary Gottlieb Steen & Hamilton LLP 1996 - 1997
Skills
Investment Properties, Valuation, Due Diligence, Financial Modeling, Private Equity, Financial Analysis, Asset Management, Corporate Finance, Investments, Real Estate Economics, Capital Markets, Portfolio Management, Real Estate, Acquisitions
Education
Dartmouth College
BA, Government
University of Pennsylvania - The Wharton School
MBA, Finance
Joseph Edelstein, CFA's Raymond James Experience June 2005 - March 2007
Job Vice President at Stephens Inc.
Industry Capital Markets
Experience
Stephens Inc. March 2015 - Present
Stephens Inc. July 2014 - March 2015
Stephens Inc. May 2011 - July 2014
Goizueta Business School August 2009 - May 2011
Invesco Ltd. June 2010 - August 2010
BMO Capital Markets March 2007 - June 2009
Raymond James June 2005 - March 2007
Rebsamen Trust, University of Arkansas August 2004 - May 2005
Tyson Foods, Inc. January 2004 - March 2005
Education
Emory University - Goizueta Business School 2009 — 2011
Master of Business Administration (MBA)
University of Arkansas at Fayetteville 2001 — 2005
BSBA, Finance
University of Wisconsin at Platteville 2003 — 2003
Summer Study Abroad Program in Seville, Spain
Stephens Inc. March 2015 - Present
Stephens Inc. July 2014 - March 2015
Stephens Inc. May 2011 - July 2014
Goizueta Business School August 2009 - May 2011
Invesco Ltd. June 2010 - August 2010
BMO Capital Markets March 2007 - June 2009
Raymond James June 2005 - March 2007
Rebsamen Trust, University of Arkansas August 2004 - May 2005
Tyson Foods, Inc. January 2004 - March 2005
Education
Emory University - Goizueta Business School 2009 — 2011
Master of Business Administration (MBA)
University of Arkansas at Fayetteville 2001 — 2005
BSBA, Finance
University of Wisconsin at Platteville 2003 — 2003
Summer Study Abroad Program in Seville, Spain
Laetitia Boyle's Raymond James Experience June 2006 - June 2007
Job Vice President, Head of Securities Based Lending at Raymond James Bank
Industry Financial Services
Experience
Raymond James Bank October 2011 - Present
Raymond James Bank November 2010 - October 2011
Raymond James Bank June 2007 - November 2010
Raymond James June 2006 - June 2007
Skills
Corporate Finance, Valuation, Portfolio Management, Banking, Bloomberg, Leadership, Management, Investments, Retirement Planning, Series 7, Options, Mergers & Acquisitions, Equity Research, Wealth Management, Securities, Mutual Funds, Financial Analysis, Financial Modeling, Risk Management, Series 63, Strategic Financial..., Fixed Income, Capital Markets, Syndications, Sales Management, Venture Capital, Financial Services, Investment Strategies, Asset Management, Investment Advisory, Equities, Alternative Investments, Asset Allocation, FINRA, Bonds, Financial Advisory
Education
Eckerd College 2002 — 2005
B.A. Summa Cum Laude, International Business, Mandarin Chinese
Raymond James Bank October 2011 - Present
Raymond James Bank November 2010 - October 2011
Raymond James Bank June 2007 - November 2010
Raymond James June 2006 - June 2007
Skills
Corporate Finance, Valuation, Portfolio Management, Banking, Bloomberg, Leadership, Management, Investments, Retirement Planning, Series 7, Options, Mergers & Acquisitions, Equity Research, Wealth Management, Securities, Mutual Funds, Financial Analysis, Financial Modeling, Risk Management, Series 63, Strategic Financial..., Fixed Income, Capital Markets, Syndications, Sales Management, Venture Capital, Financial Services, Investment Strategies, Asset Management, Investment Advisory, Equities, Alternative Investments, Asset Allocation, FINRA, Bonds, Financial Advisory
Education
Eckerd College 2002 — 2005
B.A. Summa Cum Laude, International Business, Mandarin Chinese
Catherine Trinder Miller's Raymond James Experience April 2015 - Present
Job Multiplying Life's Possibilities at Pando Partners Wealth Management
Industry Financial Services
Experience
Raymond James April 2015 - Present
Brainspires, Inc. April 2011 - April 2015
Morgan Stanley Investment Management August 2006 - April 2011
Morgan Stanley August 2000 - January 2005
Salomon Smith Barney June 1999 - August 1999
Smith Barney Consulting Group August 1996 - August 1998
Prudential Securities June 1994 - May 1996
ICC Capital Management September 1992 - April 1995
Skills
Asset Management, Equities, Hedge Funds, Investment Banking, Fixed Income, Insurance, Financial Markets, Institutional, Series 7, Investments, Asset Allocation, Mutual Funds, Valuation, Funding, Financial Analysis, Alternative Investments, Series 63, Business Strategy, Wealth Management, Capital Markets, Strategic Planning, Product Development, Investment Advisory, Financial Modeling, Corporate Finance, New Business Development, Business Planning, Customer Relations, Financial Planning, Competitive Analysis, Team Building, Product Management, Market Research, Investment Strategies, Strategy Development, Product Marketing, Marketing Strategy, Trading, Strategy
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Emory University - Goizueta Business School 1988 — 1992
BBA, Marketing, Management
Schiller International University 1991 — 1991
International Business
Raymond James April 2015 - Present
Brainspires, Inc. April 2011 - April 2015
Morgan Stanley Investment Management August 2006 - April 2011
Morgan Stanley August 2000 - January 2005
Salomon Smith Barney June 1999 - August 1999
Smith Barney Consulting Group August 1996 - August 1998
Prudential Securities June 1994 - May 1996
ICC Capital Management September 1992 - April 1995
Skills
Asset Management, Equities, Hedge Funds, Investment Banking, Fixed Income, Insurance, Financial Markets, Institutional, Series 7, Investments, Asset Allocation, Mutual Funds, Valuation, Funding, Financial Analysis, Alternative Investments, Series 63, Business Strategy, Wealth Management, Capital Markets, Strategic Planning, Product Development, Investment Advisory, Financial Modeling, Corporate Finance, New Business Development, Business Planning, Customer Relations, Financial Planning, Competitive Analysis, Team Building, Product Management, Market Research, Investment Strategies, Strategy Development, Product Marketing, Marketing Strategy, Trading, Strategy
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Emory University - Goizueta Business School 1988 — 1992
BBA, Marketing, Management
Schiller International University 1991 — 1991
International Business
Danny Quattlebaum's Raymond James Experience 2011 - March 2014
Job Chief Technology Officer GFPC
Industry Financial Services
Experience
Global Financial Private Capital, LLC April 2014 - Present
Raymond James 2011 - March 2014
Raymond James Financial 2006 - 2011
Raymond James Financial Inc. 1999 - 2006
Raymond James Financial Inc. 1994 - 1999
Skills
Product Management, Series 7, Portfolio Management, Securities, Mutual Funds, Business Analysis, Series 24, Process Improvement, Requirements Analysis, Series 6, Series 63, Pragmatic Marketing..., SDLC, Trading, Financial Markets, FINRA, Business Requirements, Business Process, Software Project..., Stocks, Capital Markets, Back Office, Analysis, Financial Services, Options, Vendor Management, Asset Allocation, Investment Advisory, ETFs, Uniform Combined State..., Wealth Management, Investment Strategies, Retirement Planning, Financial Advisory, Retirement, Alternative Investments, Investments, Equities, Fixed Income, 401k, Asset Management, Strategic Financial..., Fixed Annuities, Hedge Funds, Equity Research, Wealth Management..., Investment Management, Risk Management, Series 65, Trading Systems
Education
Eckerd College 2009 — 2013
Bachelor of Arts (BA), Business Management, High Honors
Global Financial Private Capital, LLC April 2014 - Present
Raymond James 2011 - March 2014
Raymond James Financial 2006 - 2011
Raymond James Financial Inc. 1999 - 2006
Raymond James Financial Inc. 1994 - 1999
Skills
Product Management, Series 7, Portfolio Management, Securities, Mutual Funds, Business Analysis, Series 24, Process Improvement, Requirements Analysis, Series 6, Series 63, Pragmatic Marketing..., SDLC, Trading, Financial Markets, FINRA, Business Requirements, Business Process, Software Project..., Stocks, Capital Markets, Back Office, Analysis, Financial Services, Options, Vendor Management, Asset Allocation, Investment Advisory, ETFs, Uniform Combined State..., Wealth Management, Investment Strategies, Retirement Planning, Financial Advisory, Retirement, Alternative Investments, Investments, Equities, Fixed Income, 401k, Asset Management, Strategic Financial..., Fixed Annuities, Hedge Funds, Equity Research, Wealth Management..., Investment Management, Risk Management, Series 65, Trading Systems
Education
Eckerd College 2009 — 2013
Bachelor of Arts (BA), Business Management, High Honors
Chad Tortorice, CFP®, CRPS®'s Raymond James Experience 2005 - Present
Job First Vice President, Investments
Industry Financial Services
Experience
Raymond James 2005 - Present
Edward Jones 2001 - 2005
Education
Dallas Theological Seminary 1995 — 1997
Masters of Arts, Theology
Troy University 1988 — 1992
Raymond James 2005 - Present
Edward Jones 2001 - 2005
Education
Dallas Theological Seminary 1995 — 1997
Masters of Arts, Theology
Troy University 1988 — 1992
Whitney Young's Raymond James Experience July 2007 - June 2009
Job Equity Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Fuqua School of Business August 2011 - May 2013
Fidelity Investments June 2012 - August 2012
Raymond James and Associates July 2009 - July 2011
Raymond James July 2007 - June 2009
U.S. Department of State September 2006 - December 2006
Solera Capital May 2006 - July 2006
Skills
Financial Modeling, Equity Valuation, Corporate Development, Venture Capital, Valuation, Investment Banking
Education
Duke Fuqua School of Business 2011 — 2013
MBA
The College of William and Mary 2003 — 2007
Bachelor's degree, Economics
Fidelity Investments August 2013 - Present
Fuqua School of Business August 2011 - May 2013
Fidelity Investments June 2012 - August 2012
Raymond James and Associates July 2009 - July 2011
Raymond James July 2007 - June 2009
U.S. Department of State September 2006 - December 2006
Solera Capital May 2006 - July 2006
Skills
Financial Modeling, Equity Valuation, Corporate Development, Venture Capital, Valuation, Investment Banking
Education
Duke Fuqua School of Business 2011 — 2013
MBA
The College of William and Mary 2003 — 2007
Bachelor's degree, Economics
Tiffany Thomas's Raymond James Experience 2003 - 2006
Job Vice President at Aviva Investors
Industry Real Estate
Experience
Aviva Investors May 2011 - Present
Barclays Capital 2010 - 2011
Federal Realty Investment Trust 2009 - 2009
RBS Greenwich Capital 2006 - 2008
Raymond James 2003 - 2006
Skills
Real Estate Private..., Fund Of Funds, Secondaries, Corporate Finance, Real Estate Economics, Real Estate Financing, Capital Markets, Investment Banking, Portfolio Management, Investment Strategies
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Real Estate
Duke University 2000 — 2003
B.S., Economics
Aviva Investors May 2011 - Present
Barclays Capital 2010 - 2011
Federal Realty Investment Trust 2009 - 2009
RBS Greenwich Capital 2006 - 2008
Raymond James 2003 - 2006
Skills
Real Estate Private..., Fund Of Funds, Secondaries, Corporate Finance, Real Estate Economics, Real Estate Financing, Capital Markets, Investment Banking, Portfolio Management, Investment Strategies
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Real Estate
Duke University 2000 — 2003
B.S., Economics
Jennifer Kunesh's Raymond James Experience October 2012 - Present
Job Complex Operations Manager at Raymond James
Industry Financial Services
Experience
Raymond James October 2012 - Present
Raymond James September 2008 - Present
A.G. Edwards & Sons October 2004 - September 2008
Education
Cuyahoga Community College
Raymond James October 2012 - Present
Raymond James September 2008 - Present
A.G. Edwards & Sons October 2004 - September 2008
Education
Cuyahoga Community College
Lourdes Homicil, CCP, GRP, PHR's Raymond James Experience February 2001 - January 2003
Job Manager Compensation at AutoNation
Industry Retail
Experience
AutoNation September 2013 - Present
Carnival Cruise Lines August 2012 - August 2013
Norwegian Cruise Line March 2005 - August 2012
Norwegian Cruise Line February 2003 - March 2005
Raymond James February 2001 - January 2003
Raymond James September 1999 - February 2001
CNBC June 1998 - January 1999
Skills
Adjunct Faculty, FIU, Deferred Compensation, Finance, Compensation Packages, Compensation Review, Personnel Management, Job Analysis, Workforce Planning, Human Resources, Recruiting, Career Development, Applicant Tracking..., Incentive Programs, Compensation Issues, Job Descriptions, FMLA, HR Consulting, Labor Relations, Talent Acquisition, Organizational..., Compensation & Benefit, Compensation Strategies, Incentives, New Hire Orientations, Employee Management, Onboarding, Employee Training, Coaching, HR Project Management, HRIS, Customer Service, Benefits Administration, Leadership Development, Global Mobility, Employee Relations, Salary, Compensation Structures, Compensation & Benefits..., Compensation & Benefits, Job Evaluation
Education
Florida International University - College of Business 2006 — 2007
Master's, Human Resource Management
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
B.A., Double major: Communications, Art History with concentration in French
AutoNation September 2013 - Present
Carnival Cruise Lines August 2012 - August 2013
Norwegian Cruise Line March 2005 - August 2012
Norwegian Cruise Line February 2003 - March 2005
Raymond James February 2001 - January 2003
Raymond James September 1999 - February 2001
CNBC June 1998 - January 1999
Skills
Adjunct Faculty, FIU, Deferred Compensation, Finance, Compensation Packages, Compensation Review, Personnel Management, Job Analysis, Workforce Planning, Human Resources, Recruiting, Career Development, Applicant Tracking..., Incentive Programs, Compensation Issues, Job Descriptions, FMLA, HR Consulting, Labor Relations, Talent Acquisition, Organizational..., Compensation & Benefit, Compensation Strategies, Incentives, New Hire Orientations, Employee Management, Onboarding, Employee Training, Coaching, HR Project Management, HRIS, Customer Service, Benefits Administration, Leadership Development, Global Mobility, Employee Relations, Salary, Compensation Structures, Compensation & Benefits..., Compensation & Benefits, Job Evaluation
Education
Florida International University - College of Business 2006 — 2007
Master's, Human Resource Management
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
B.A., Double major: Communications, Art History with concentration in French
Chris Russick's Raymond James Experience December 2000 - November 2007
Job Sales Engineer at BDNA Corporation
Industry Financial Services
Experience
BDNA Corporation August 2014 - Present
Bloomin' Brands September 2012 - August 2014
Raymond James & Associates, Inc February 2011 - September 2012
Raymond James and Associates October 2007 - February 2011
Raymond James December 2000 - November 2007
St. Petersburg Yacht Club 1994 - 1996
Skills
Business Analysis, Software Development, SDLC, Databases, Visio, Requirements Analysis, Microsoft SQL Server, Program Management, SharePoint, Vendor Management, SQL, ITIL, Requirements Gathering, Process Improvement, IT Management, Change Management, Disaster Recovery, Analysis, IT Strategy, Integration, Project Management, Business Intelligence, Cross-functional Team..., Software Project..., Project Planning, MS Project, Agile Methodologies, Business Process..., Systems Analysis, Business Requirements, Agile Project Management, Enterprise Software, Database Design, SOA, Quality Assurance, Risk Management, Software Documentation, Sales Engineering, Sales, Pre-sales, Sales Presentations, Solution Architecture, Solution Selling, Asset Management
Education
Eckerd College 1998 — 2000
BS, Computer Science
University of Florida 1995 — 1998
BS, Zoology
BDNA Corporation August 2014 - Present
Bloomin' Brands September 2012 - August 2014
Raymond James & Associates, Inc February 2011 - September 2012
Raymond James and Associates October 2007 - February 2011
Raymond James December 2000 - November 2007
St. Petersburg Yacht Club 1994 - 1996
Skills
Business Analysis, Software Development, SDLC, Databases, Visio, Requirements Analysis, Microsoft SQL Server, Program Management, SharePoint, Vendor Management, SQL, ITIL, Requirements Gathering, Process Improvement, IT Management, Change Management, Disaster Recovery, Analysis, IT Strategy, Integration, Project Management, Business Intelligence, Cross-functional Team..., Software Project..., Project Planning, MS Project, Agile Methodologies, Business Process..., Systems Analysis, Business Requirements, Agile Project Management, Enterprise Software, Database Design, SOA, Quality Assurance, Risk Management, Software Documentation, Sales Engineering, Sales, Pre-sales, Sales Presentations, Solution Architecture, Solution Selling, Asset Management
Education
Eckerd College 1998 — 2000
BS, Computer Science
University of Florida 1995 — 1998
BS, Zoology
Douglas Dougherty's Raymond James Experience May 1997 - April 2002
Job Chief Investment Officer at RFA Management Company, LLC
Industry Investment Management
Experience
RFA Management Company, LLC August 2010 - Present
CornerCap Investment Counsel May 2002 - July 2010
Raymond James May 1997 - April 2002
Weeks Capital July 1994 - April 1997
Georgia-Pacific LLC June 1991 - June 1994
Education
Emory University - Goizueta Business School 1989 — 1991
Master of Business Administration (MBA), Finance
Miami University 1979 — 1983
Bachelor of Science (BS)
RFA Management Company, LLC August 2010 - Present
CornerCap Investment Counsel May 2002 - July 2010
Raymond James May 1997 - April 2002
Weeks Capital July 1994 - April 1997
Georgia-Pacific LLC June 1991 - June 1994
Education
Emory University - Goizueta Business School 1989 — 1991
Master of Business Administration (MBA), Finance
Miami University 1979 — 1983
Bachelor of Science (BS)
Harry Ekonomou's Raymond James Experience March 2008 - April 2010
Job Solution Architect at United Data Technologies
Industry Information Technology and Services
Experience
United Data Technologies September 2014 - Present
Insurance Administrative Solutions, LLC February 2010 - September 2014
Raymond James March 2008 - April 2010
The Nielsen Company 2003 - 2008
The Nielsen Company/VNU 2003 - 2008
Motivano 2001 - 2003
Flextronics 1998 - 2000
Skills
A+ Certified, MCP, MCP+Internet, MCSE, Servers, Windows Server, Disaster Recovery, Virtualization, Active Directory, VMware ESX, SharePoint, VMware, Storage Area Networks, Microsoft Certified..., Cloud Computing, HP, Cisco Technologies, Microsoft Exchange, EMC Storage, Infrastructure, Network Security, Storage, Microsoft Technologies, Firewalls, DNS, Data Center, Red Hat Linux, Citrix, NAS, Security, NetApp, System Administration, Enterprise Architecture, SAN, High Availability, Blackberry Enterprise..., Business Continuity, Information Security, TCP/IP, System Deployment, vSphere, IT Operations, Network Architecture, ITIL, Server Architecture, VDI, Troubleshooting, Solaris
Education
Dawson College 1992 — 1995
Electrical Engineering Technology
United Data Technologies September 2014 - Present
Insurance Administrative Solutions, LLC February 2010 - September 2014
Raymond James March 2008 - April 2010
The Nielsen Company 2003 - 2008
The Nielsen Company/VNU 2003 - 2008
Motivano 2001 - 2003
Flextronics 1998 - 2000
Skills
A+ Certified, MCP, MCP+Internet, MCSE, Servers, Windows Server, Disaster Recovery, Virtualization, Active Directory, VMware ESX, SharePoint, VMware, Storage Area Networks, Microsoft Certified..., Cloud Computing, HP, Cisco Technologies, Microsoft Exchange, EMC Storage, Infrastructure, Network Security, Storage, Microsoft Technologies, Firewalls, DNS, Data Center, Red Hat Linux, Citrix, NAS, Security, NetApp, System Administration, Enterprise Architecture, SAN, High Availability, Blackberry Enterprise..., Business Continuity, Information Security, TCP/IP, System Deployment, vSphere, IT Operations, Network Architecture, ITIL, Server Architecture, VDI, Troubleshooting, Solaris
Education
Dawson College 1992 — 1995
Electrical Engineering Technology
Brandi M Richards, CISSP GSEC CIPP/US CFE's Raymond James Experience May 1991 - Present
Job Information Security Analyst at Raymond James Financial
Industry Financial Services
Experience
Raymond James May 1991 - Present
Raymond James May 1991 - Present
Raymond James 1991 - 2006
Skills
Risk Management, Information Security, SDLC, PCI DSS, Security, Business Analysis, Process Improvement, Network Security, Business Process..., Disaster Recovery, Program Management, Requirements Analysis, Archer Certified..., Business Process, Vulnerability Management, Management, CISSP, Leadership, Governance, IT Management, Business Continuity..., Vulnerability Assessment, Analysis, Software Documentation, Security Incident..., Threat & Vulnerability..., IT Strategy, Solution Architecture, Archer, Incident Management, Vendor Management, Integration, Identity Management, ITIL, Incident Response, DLP, Information Security..., System Administration, IT Audit, Business Continuity, SharePoint, Application Security
Education
Eckerd College
Business Management, Management Information Systems
Raymond James May 1991 - Present
Raymond James May 1991 - Present
Raymond James 1991 - 2006
Skills
Risk Management, Information Security, SDLC, PCI DSS, Security, Business Analysis, Process Improvement, Network Security, Business Process..., Disaster Recovery, Program Management, Requirements Analysis, Archer Certified..., Business Process, Vulnerability Management, Management, CISSP, Leadership, Governance, IT Management, Business Continuity..., Vulnerability Assessment, Analysis, Software Documentation, Security Incident..., Threat & Vulnerability..., IT Strategy, Solution Architecture, Archer, Incident Management, Vendor Management, Integration, Identity Management, ITIL, Incident Response, DLP, Information Security..., System Administration, IT Audit, Business Continuity, SharePoint, Application Security
Education
Eckerd College
Business Management, Management Information Systems
Bennett Woodward's Raymond James Experience 2005 - 2011
Job Black Diamond Investment Partners
Industry Investment Management
Experience
Black Diamond Investment Partners January 2011 - Present
Raymond James 2005 - 2011
GLOBALT 1999 - 2002
Education
Emory University - Goizueta Business School 1982 — 1990
MBA, Finance
DePauw University 1973 — 1977
BA, Botany & Bacteriology
Black Diamond Investment Partners January 2011 - Present
Raymond James 2005 - 2011
GLOBALT 1999 - 2002
Education
Emory University - Goizueta Business School 1982 — 1990
MBA, Finance
DePauw University 1973 — 1977
BA, Botany & Bacteriology
Greg Dellinger's Raymond James Experience October 2005 - Present
Job Senior Vice President, Investments at Raymond James, Wealth Management Specialist, MBA
Industry Financial Services
Experience
Raymond James October 2005 - Present
Morgan Stanley 1986 - 2005
Skills
Mutual Funds, Wealth Management, Estate Planning, Strategic Financial..., Stocks, Municipal Bonds, Unit Investment Trusts, Certificates of Deposit, initial public offerings, Investments, Securities, Finance, Leadership, Financial Advisory, Equities, Financial Analysis, Retirement, Portfolio Management, Management, Asset Management, Series 7, 401k Rollovers, IPO, tax free bonds, certicate of deposits, Insurance
Education
James Madison University - College of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance
East Tennessee State University 1980 — 1984
BBA, Business- Finance-Cum Laude
Harrisonburg High School 1976 — 1980
Raymond James October 2005 - Present
Morgan Stanley 1986 - 2005
Skills
Mutual Funds, Wealth Management, Estate Planning, Strategic Financial..., Stocks, Municipal Bonds, Unit Investment Trusts, Certificates of Deposit, initial public offerings, Investments, Securities, Finance, Leadership, Financial Advisory, Equities, Financial Analysis, Retirement, Portfolio Management, Management, Asset Management, Series 7, 401k Rollovers, IPO, tax free bonds, certicate of deposits, Insurance
Education
James Madison University - College of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance
East Tennessee State University 1980 — 1984
BBA, Business- Finance-Cum Laude
Harrisonburg High School 1976 — 1980
Kevin Barnitz's Raymond James Experience October 2011 - Present
Job Interactive Director at Raymond James
Industry Internet
Experience
Raymond James October 2011 - Present
Raymond James Financial October 2011 - Present
Raymond James 2005 - 2011
Skills
Web Design, User Interface Design, Advertising, Email Marketing, Adobe Creative Suite, Marketing, Corporate Branding, Social Media Marketing, User Experience, Creative Direction, Online Marketing, Graphic Design, SEO, Digital Media, Digital Marketing, Social Media, Marketing Strategy
Education
St. Petersburg College 1995 — 1997
A.S., Graphic Design
University of Florida 1988 — 1992
B.A., Anthropology, Classical Studies
Florida Southern College 1986 — 1988
Physics, Math
Raymond James October 2011 - Present
Raymond James Financial October 2011 - Present
Raymond James 2005 - 2011
Skills
Web Design, User Interface Design, Advertising, Email Marketing, Adobe Creative Suite, Marketing, Corporate Branding, Social Media Marketing, User Experience, Creative Direction, Online Marketing, Graphic Design, SEO, Digital Media, Digital Marketing, Social Media, Marketing Strategy
Education
St. Petersburg College 1995 — 1997
A.S., Graphic Design
University of Florida 1988 — 1992
B.A., Anthropology, Classical Studies
Florida Southern College 1986 — 1988
Physics, Math
Eric Lybarger's Raymond James Experience May 2005 - May 2009
Job Owner Evergreen Global Investment Group
Industry Investment Management
Experience
Evergreen Global Investment Group May 2009 - Present
Shenzhen Airlines 2011 - 2011
Raymond James May 2005 - May 2009
AXA Advisors September 2003 - February 2005
Education
Embry-Riddle Aeronautical University 1993 — 1996
Master of Science Studies, Aeronautics
University of Colorado Boulder 1988 — 1992
Bachelor of Arts, Communication
Heritage HS 1985 — 1988
Evergreen Global Investment Group May 2009 - Present
Shenzhen Airlines 2011 - 2011
Raymond James May 2005 - May 2009
AXA Advisors September 2003 - February 2005
Education
Embry-Riddle Aeronautical University 1993 — 1996
Master of Science Studies, Aeronautics
University of Colorado Boulder 1988 — 1992
Bachelor of Arts, Communication
Heritage HS 1985 — 1988
Matthew Piacitelli's Raymond James Experience June 1998 - Present
Job Managing Director at Raymond James & Associates, Inc.
Industry Investment Banking
Experience
Raymond James June 1998 - Present
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA
USNA 1985 — 1989
Raymond James June 1998 - Present
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA
USNA 1985 — 1989
Keri Gover's Raymond James Experience June 2005 - June 2012
Job IT Business Analyst at
Industry Information Technology and Services
Experience
Raymond James Financial Inc. April 2014 - Present
Raymond James Financial Inc. June 2012 - Present
Raymond James June 2005 - June 2012
Skills
Requirements Gathering, Business Requirements, Visio, Software Project..., Systems Analysis, SharePoint, Microsoft SQL Server, Requirements Analysis, Agile Methodologies, Business Analysis, Software Development, Disaster Recovery, IT Management, Databases, Integration, PMP, MS Project, User Acceptance Testing, Enterprise Architecture, Business Intelligence, IT Strategy, Database Design, Architecture, Business Process, Process Improvement, Program Management, Software Documentation, Data Warehousing, SOA
Education
Eckerd College 1993 — 1997
BA, Information Systems
Raymond James Financial Inc. April 2014 - Present
Raymond James Financial Inc. June 2012 - Present
Raymond James June 2005 - June 2012
Skills
Requirements Gathering, Business Requirements, Visio, Software Project..., Systems Analysis, SharePoint, Microsoft SQL Server, Requirements Analysis, Agile Methodologies, Business Analysis, Software Development, Disaster Recovery, IT Management, Databases, Integration, PMP, MS Project, User Acceptance Testing, Enterprise Architecture, Business Intelligence, IT Strategy, Database Design, Architecture, Business Process, Process Improvement, Program Management, Software Documentation, Data Warehousing, SOA
Education
Eckerd College 1993 — 1997
BA, Information Systems
Stephanie McCurry's Raymond James Experience 2002 - Present
Job Financial Advisor/VicePresident at Raymond James Financial Services
Industry Investment Management
Experience
Baum, Smith & Clemens, LLP 2009 - Present
Raymond James Financial Services April 2002 - Present
Raymond James 2002 - Present
First Investors Corp February 1988 - April 2002
Skills
Wealth Management, Retirement Planning, Long-term Care, Investment Advisory, Retirement, Finance, Mutual Funds, Series 6, Certified Financial..., Strategic Financial..., Financial Planners, Financial Planning, Portfolio Management
Education
Delaware Valley University 1976 — 1988
B.S., Business Mgt.
Drexel University 1970 — 1971
M.S., Information Science
University of Miami 1968 — 1970
B.A., Psychology/Sociology
Baum, Smith & Clemens, LLP 2009 - Present
Raymond James Financial Services April 2002 - Present
Raymond James 2002 - Present
First Investors Corp February 1988 - April 2002
Skills
Wealth Management, Retirement Planning, Long-term Care, Investment Advisory, Retirement, Finance, Mutual Funds, Series 6, Certified Financial..., Strategic Financial..., Financial Planners, Financial Planning, Portfolio Management
Education
Delaware Valley University 1976 — 1988
B.S., Business Mgt.
Drexel University 1970 — 1971
M.S., Information Science
University of Miami 1968 — 1970
B.A., Psychology/Sociology
Graham Morrison's Raymond James Experience July 2009 - August 2011
Job Business Development Analyst, Eldorado Gold Corp
Industry Mining & Metals
Experience
Eldorado Gold Corporation August 2011 - Present
Raymond James July 2009 - August 2011
Mackie Research Capital February 2009 - June 2009
GeoXplor Corporation 2005 - 2009
Skills
Corporate Finance, Equity Valuation, Industry Research, Corporate Development, Equity Research, Strategic Planning, Equities, Capital Markets, Gold, Mining, Venture Capital, Valuation, Financial Modeling, Investor Relations, Business Strategy, Minerals, Asset Managment, Financial Analysis, Mineral Exploration
Education
CFA Institute
Chartered Financial Analyst
Western Australia School of Mines (WASM) 2008 — 2009
MSc., Mineral Economics
Dalhousie University 2001 — 2005
BA, Psychology, Commerce
Kitsilano Secondary
Eldorado Gold Corporation August 2011 - Present
Raymond James July 2009 - August 2011
Mackie Research Capital February 2009 - June 2009
GeoXplor Corporation 2005 - 2009
Skills
Corporate Finance, Equity Valuation, Industry Research, Corporate Development, Equity Research, Strategic Planning, Equities, Capital Markets, Gold, Mining, Venture Capital, Valuation, Financial Modeling, Investor Relations, Business Strategy, Minerals, Asset Managment, Financial Analysis, Mineral Exploration
Education
CFA Institute
Chartered Financial Analyst
Western Australia School of Mines (WASM) 2008 — 2009
MSc., Mineral Economics
Dalhousie University 2001 — 2005
BA, Psychology, Commerce
Kitsilano Secondary
Joe Hayek's Raymond James Experience August 2000 - March 2008
Job Vice President of M&A & Corporate Development at Worthington Industries
Industry Industrial Automation
Experience
Worthington Industries April 2014 - Present
PCM/SARCOM June 2012 - April 2014
PC Mall March 2008 - June 2012
Raymond James August 2000 - March 2008
Raymond James & Associates 2000 - 2008
Skills
Portfolio Management, Strategic Planning, Asset Managment, Private Equity, Investment Banking, Valuation, Business Development, Business Strategy, Financial Analysis, New Business Development, Sales Management, Financial Modeling, Customer Satisfaction, Corporate Development, Direct Sales, SaaS, Solution Selling, Product Management, Executive Management, Asset Management
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Finance
Miami University 1990 — 1994
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Worthington Industries April 2014 - Present
PCM/SARCOM June 2012 - April 2014
PC Mall March 2008 - June 2012
Raymond James August 2000 - March 2008
Raymond James & Associates 2000 - 2008
Skills
Portfolio Management, Strategic Planning, Asset Managment, Private Equity, Investment Banking, Valuation, Business Development, Business Strategy, Financial Analysis, New Business Development, Sales Management, Financial Modeling, Customer Satisfaction, Corporate Development, Direct Sales, SaaS, Solution Selling, Product Management, Executive Management, Asset Management
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Finance
Miami University 1990 — 1994
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Brian Jewell's Raymond James Experience December 1995 - June 1998
Job Owner / Baker at Kanmi Bakery
Industry Computer & Network Security
Experience
Kanmi Bakery July 2014 - Present
Divinity Designs April 2014 - Present
Mastech, Inc. October 2011 - November 2013
St. Petersburg College August 2006 - October 2011
Bright House Networks May 2005 - August 2006
Stream, Inc. November 2003 - May 2005
Publix March 2002 - November 2003
Omega Systems, Inc July 2000 - January 2002
GTE Network Services June 1998 - July 2000
Raymond James December 1995 - June 1998
Skills
Testing, Active Directory, Troubleshooting, Windows Server, Software Documentation, Microsoft SQL Server, Access, Technical Support, Servers, Disaster Recovery, Networking, Hardware, TCP/IP, Program Management, Analysis, Help Desk Support, System Administration, Windows, Software Installation, Computer Hardware, Laptops, Lotus Notes, Telecommunications, MySQL, XML, Programming, Windows 7, HTML, Quality Assurance, Windows XP, JavaScript
Education
Keller Graduate School of Management of DeVry University 2010 — 2010
MBA, Information Security
DeVry University 2006 — 2009
Bachelor of Science, Technical Management - CIS concentration
Kanmi Bakery July 2014 - Present
Divinity Designs April 2014 - Present
Mastech, Inc. October 2011 - November 2013
St. Petersburg College August 2006 - October 2011
Bright House Networks May 2005 - August 2006
Stream, Inc. November 2003 - May 2005
Publix March 2002 - November 2003
Omega Systems, Inc July 2000 - January 2002
GTE Network Services June 1998 - July 2000
Raymond James December 1995 - June 1998
Skills
Testing, Active Directory, Troubleshooting, Windows Server, Software Documentation, Microsoft SQL Server, Access, Technical Support, Servers, Disaster Recovery, Networking, Hardware, TCP/IP, Program Management, Analysis, Help Desk Support, System Administration, Windows, Software Installation, Computer Hardware, Laptops, Lotus Notes, Telecommunications, MySQL, XML, Programming, Windows 7, HTML, Quality Assurance, Windows XP, JavaScript
Education
Keller Graduate School of Management of DeVry University 2010 — 2010
MBA, Information Security
DeVry University 2006 — 2009
Bachelor of Science, Technical Management - CIS concentration
Jason Buser's Raymond James Experience 2005 - 2008
Job Finance Manager at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines June 2010 - Present
Raymond James 2005 - 2008
Skills
Financial Modeling, Financial Analysis, Process Improvement, Strategic Planning, Valuation, Corporate Finance, Management, Strategy, Cross-functional Team..., Competitive Analysis, Mergers & Acquisitions, Analysis, Business Strategy
Education
Duke University - The Fuqua School of Business 2008 — 2010
Stetson University 2001 — 2005
BBA, Finance and Economics
Satellite High School
Satellite High School
Delta Air Lines June 2010 - Present
Raymond James 2005 - 2008
Skills
Financial Modeling, Financial Analysis, Process Improvement, Strategic Planning, Valuation, Corporate Finance, Management, Strategy, Cross-functional Team..., Competitive Analysis, Mergers & Acquisitions, Analysis, Business Strategy
Education
Duke University - The Fuqua School of Business 2008 — 2010
Stetson University 2001 — 2005
BBA, Finance and Economics
Satellite High School
Satellite High School
Linda DeMontigny, CPA's Raymond James Experience November 2000 - September 2002
Job Long Term Accounting Consultant
Industry Accounting
Experience
Invesco / Munich Re/Citi April 2013 - Present
ING Investment Management March 2009 - October 2012
Franklin Templeton Investments 2004 - 2008
Raymond James November 2000 - September 2002
MetLife October 1996 - December 1999
Price Waterhouse Coopers 1988 - 1992
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Strategic Financial..., Accounting, Internal Controls, Sarbanes-Oxley, Financial Modeling, Financial Accounting, Hyperion Enterprise, Investments, GAAP, Asset Managment, Auditing, Risk Management, US GAAP, Portfolio Management, Mutual Funds, IFRS, Managerial Finance, Financial Statements, Finance
Education
Fitchburg State University 1975 — 1979
BSBA, Business Administration
Invesco / Munich Re/Citi April 2013 - Present
ING Investment Management March 2009 - October 2012
Franklin Templeton Investments 2004 - 2008
Raymond James November 2000 - September 2002
MetLife October 1996 - December 1999
Price Waterhouse Coopers 1988 - 1992
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Strategic Financial..., Accounting, Internal Controls, Sarbanes-Oxley, Financial Modeling, Financial Accounting, Hyperion Enterprise, Investments, GAAP, Asset Managment, Auditing, Risk Management, US GAAP, Portfolio Management, Mutual Funds, IFRS, Managerial Finance, Financial Statements, Finance
Education
Fitchburg State University 1975 — 1979
BSBA, Business Administration
Rebecca Cosby's Raymond James Experience August 2015 - Present
Job Sales Assistant at Raymond James
Industry Financial Services
Experience
Raymond James August 2015 - Present
Bernardi Securities, Inc. December 2001 - July 2015
RISCmanagement 1995 - 1998
Skills
Series 63, Series 52, Investments, Bloomberg, Asset Management, Fixed Income, Budgets, Banking, Data Analysis, Cash Management
Education
DePaul University
Raymond James August 2015 - Present
Bernardi Securities, Inc. December 2001 - July 2015
RISCmanagement 1995 - 1998
Skills
Series 63, Series 52, Investments, Bloomberg, Asset Management, Fixed Income, Budgets, Banking, Data Analysis, Cash Management
Education
DePaul University
Amit Bhatia's Raymond James Experience January 2010 - December 2010
Job Vice President at GSO Capital Partners | Blackstone
Industry Investment Banking
Experience
GSO Capital Partners Blackstone January 2014 - Present
GSO Capital Partners Blackstone April 2012 - December 2013
Medley Capital December 2010 - March 2012
Raymond James January 2010 - December 2010
Raymond James January 2007 - January 2010
Skills
Investment Banking, Debt, Financial Modeling, Corporate Finance, Restructuring, Capital Markets, Due Diligence, Leveraged Finance
Education
Emory University 2002 — 2006
BA, Economics
Porter Gaud 1998 — 2002
GSO Capital Partners Blackstone January 2014 - Present
GSO Capital Partners Blackstone April 2012 - December 2013
Medley Capital December 2010 - March 2012
Raymond James January 2010 - December 2010
Raymond James January 2007 - January 2010
Skills
Investment Banking, Debt, Financial Modeling, Corporate Finance, Restructuring, Capital Markets, Due Diligence, Leveraged Finance
Education
Emory University 2002 — 2006
BA, Economics
Porter Gaud 1998 — 2002
Brian Lin's Raymond James Experience 2009 - 2010
Job Vice President at Bank of America
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2010 - Present
Raymond James 2009 - 2010
Merrill Lynch 2007 - 2008
Skills
Valuation, Investment Banking, Finance, Private Equity, Structured Finance, Financial Modeling, Capital Markets, Real Estate, Loan Origination, Restructuring, Financial Structuring, Equities, Portfolio Management
Education
Cornell University 2004 — 2007
BS, Hotel Administration, Investment Banking, Real Estate
Bank of America Merrill Lynch 2010 - Present
Raymond James 2009 - 2010
Merrill Lynch 2007 - 2008
Skills
Valuation, Investment Banking, Finance, Private Equity, Structured Finance, Financial Modeling, Capital Markets, Real Estate, Loan Origination, Restructuring, Financial Structuring, Equities, Portfolio Management
Education
Cornell University 2004 — 2007
BS, Hotel Administration, Investment Banking, Real Estate
Lou Bustamante's Raymond James Experience
Job Senior Business Analyst at Raymond James
Industry Financial Services
Experience
Raymond James
Skills
Trading Systems, Business Analysis, Electronic Trading, Equity Trading, Options, Options Strategies, Bond Markets, Trade Compliance, Product Development, Client Project Liason, Customer Service, Operations Analysis, Production Support, SDLC, Requirements Analysis, SSIS, Visio, Equities, FINRA, Securities, Operational Analysis, User Acceptance Testing, COBOL, Data Modeling, SOA, Series 24, Series 7, Quality Center, Requirements Gathering, SharePoint, Business Requirements, Financial Services, Alternative Investments, Asset Allocation, Back Office, Bloomberg, Bonds, Derivatives, Equity Derivatives, Fixed Income, Hedge Funds, Investment Advisory, Middle Office, Mutual Funds, Series 63, Stocks, Trading, Market Data
Education
Eckerd College 1998 — 2002
Bachelor of Arts, Management of Information Systems
Raymond James
Skills
Trading Systems, Business Analysis, Electronic Trading, Equity Trading, Options, Options Strategies, Bond Markets, Trade Compliance, Product Development, Client Project Liason, Customer Service, Operations Analysis, Production Support, SDLC, Requirements Analysis, SSIS, Visio, Equities, FINRA, Securities, Operational Analysis, User Acceptance Testing, COBOL, Data Modeling, SOA, Series 24, Series 7, Quality Center, Requirements Gathering, SharePoint, Business Requirements, Financial Services, Alternative Investments, Asset Allocation, Back Office, Bloomberg, Bonds, Derivatives, Equity Derivatives, Fixed Income, Hedge Funds, Investment Advisory, Middle Office, Mutual Funds, Series 63, Stocks, Trading, Market Data
Education
Eckerd College 1998 — 2002
Bachelor of Arts, Management of Information Systems
Matt Geiger's Raymond James Experience June 2009 - September 2009
Job Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America July 2012 - Present
Hoop Book Live July 2009 - August 2012
UBS February 2010 - June 2010
Raymond James June 2009 - September 2009
Education
DePaul University 2008 — 2012
Bachelors of Science, Honors Finance, Economics, Accountancy
Bank of America July 2012 - Present
Hoop Book Live July 2009 - August 2012
UBS February 2010 - June 2010
Raymond James June 2009 - September 2009
Education
DePaul University 2008 — 2012
Bachelors of Science, Honors Finance, Economics, Accountancy
Rick Yoch's Raymond James Experience March 2009 - Present
Job Senior Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James March 2009 - Present
Skills
Finance, Securities, Investments, Retirement, Series 7, Asset Allocation, Series 63, Financial Advisory, Wealth Management, Mutual Funds, Portfolio Management, Equities, Fixed Income, Capital Markets, Alternative Investments
Education
Eastern Illinois University
Bachelor of Science (BS), Accounting
Raymond James March 2009 - Present
Skills
Finance, Securities, Investments, Retirement, Series 7, Asset Allocation, Series 63, Financial Advisory, Wealth Management, Mutual Funds, Portfolio Management, Equities, Fixed Income, Capital Markets, Alternative Investments
Education
Eastern Illinois University
Bachelor of Science (BS), Accounting
Cady Dolan Johnson's Raymond James Experience April 2003 - September 2008
Job Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO January 2013 - Present
Dreyfus September 2008 - January 2013
Raymond James April 2003 - September 2008
Raymond James Financial Services 2003 - 2008
Franklin Templeton Investments 2002 - 2003
Skills
Series 7, Mutual Funds, Wealth Management, Asset Allocation, Securities, Alternative Investments, Series 63, Investments, Asset Managment, Portfolio Management, Investment Strategies, Equities
Education
Eckerd College 1999 — 2003
BS, Economics / Finance
PIMCO January 2013 - Present
Dreyfus September 2008 - January 2013
Raymond James April 2003 - September 2008
Raymond James Financial Services 2003 - 2008
Franklin Templeton Investments 2002 - 2003
Skills
Series 7, Mutual Funds, Wealth Management, Asset Allocation, Securities, Alternative Investments, Series 63, Investments, Asset Managment, Portfolio Management, Investment Strategies, Equities
Education
Eckerd College 1999 — 2003
BS, Economics / Finance
Joseph Pyle's Raymond James Experience March 2003 - Present
Job Complex Administrative and Operations Manager at Raymond James
Industry Financial Services
Experience
Raymond James March 2003 - Present
Van Kampen Investments 1995 - 2003
Transamerica funds 1993 - 1995
Seismic Data Search 1989 - 1993
Education
University of St. Thomas (TX) 1990 — 1992
MBA, Finance, Marketing
Drury University 1979 — 1982
BA, Business Administration, Economics
Parkview
Raymond James March 2003 - Present
Van Kampen Investments 1995 - 2003
Transamerica funds 1993 - 1995
Seismic Data Search 1989 - 1993
Education
University of St. Thomas (TX) 1990 — 1992
MBA, Finance, Marketing
Drury University 1979 — 1982
BA, Business Administration, Economics
Parkview
Anne Oswald's Raymond James Experience October 2009 - March 2012
Job Space Planner at Under Armour
Industry Architecture & Planning
Experience
Under Armour February 2013 - Present
Annie's Travels March 2012 - October 2012
Raymond James October 2009 - March 2012
T Rowe Price May 2008 - August 2008
General Services Administration May 2007 - August 2007
Skills
Microsoft Office, Strategic Planning, AutoCAD, Change Management, Research, Facilities Planning, Project Management, Project Planning, Project Coordination, Client Surveys, Space-planning, Space planning, Strategy, Leadership, Move Management, Team Building, Budgets, Systems Furniture, Customer-focused Service, Vendor Management, Sustainability, Space Planning
Education
Cornell University 2008 — 2009
M.S., Facility Planning & Management
Cornell University 2004 — 2008
B.S., Design & Environmental Analysis
Under Armour February 2013 - Present
Annie's Travels March 2012 - October 2012
Raymond James October 2009 - March 2012
T Rowe Price May 2008 - August 2008
General Services Administration May 2007 - August 2007
Skills
Microsoft Office, Strategic Planning, AutoCAD, Change Management, Research, Facilities Planning, Project Management, Project Planning, Project Coordination, Client Surveys, Space-planning, Space planning, Strategy, Leadership, Move Management, Team Building, Budgets, Systems Furniture, Customer-focused Service, Vendor Management, Sustainability, Space Planning
Education
Cornell University 2008 — 2009
M.S., Facility Planning & Management
Cornell University 2004 — 2008
B.S., Design & Environmental Analysis
Gaurav Vohra, CFA's Raymond James Experience July 2010 - July 2011
Job Associate JP Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
NYU Stern School of Business August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
Raymond James July 2010 - July 2011
Raymond James June 2008 - July 2010
New Amsterdam Partners June 2007 - August 2007
Hay Group June 2006 - August 2006
Skills
Investments, Investment Banking, Mutual Funds, Valuation, Financial Modeling, Bloomberg, Finance, Equities, Capital Markets, Equity Research
Education
NYU Stern School of Business 2011 — 2013
MBA, Finance
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance and Business Communications, Minor in Economics
cold spring harbor high schoool
J.P. Morgan July 2013 - Present
NYU Stern School of Business August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
Raymond James July 2010 - July 2011
Raymond James June 2008 - July 2010
New Amsterdam Partners June 2007 - August 2007
Hay Group June 2006 - August 2006
Skills
Investments, Investment Banking, Mutual Funds, Valuation, Financial Modeling, Bloomberg, Finance, Equities, Capital Markets, Equity Research
Education
NYU Stern School of Business 2011 — 2013
MBA, Finance
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance and Business Communications, Minor in Economics
cold spring harbor high schoool
Lourdes Rasdall's Raymond James Experience 2006 - October 2011
Job Project Analyst, Service Delivery at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2011 - Present
Raymond James 2006 - October 2011
Raymond James 1994 - 2006
Skills
Training, Customer..., Quality Assurance, Customer Service, Training, Process Improvement, Customer Satisfaction, Analysis, Marketing, Change Management, Coaching, Business Analysis, Program Management, Vendor Management, Project Management, Business Process..., Risk Management, Call Centers, Leadership
Education
Eckerd College 1981 — 1984
B.A., Visual Arts
Academia San Jorge 1969 — 1981
Raymond James Financial Inc. October 2011 - Present
Raymond James 2006 - October 2011
Raymond James 1994 - 2006
Skills
Training, Customer..., Quality Assurance, Customer Service, Training, Process Improvement, Customer Satisfaction, Analysis, Marketing, Change Management, Coaching, Business Analysis, Program Management, Vendor Management, Project Management, Business Process..., Risk Management, Call Centers, Leadership
Education
Eckerd College 1981 — 1984
B.A., Visual Arts
Academia San Jorge 1969 — 1981
Eric Brandenburg's Raymond James Experience October 1997 - January 2001
Job Mortgage Loan Officer at South Central Bank NMLS#987672
Industry Banking
Experience
South Central Bank October 2012 - Present
First Federal Savings Bank January 2001 - September 2012
Raymond James October 1997 - January 2001
MetLife March 1994 - October 1997
Wal-Mart January 1987 - March 1994
Skills
Banking, Accounting, Investments, Credit, Financial Analysis, Customer Service, Mortgage Lending, Commercial Banking, Management, Negotiation, Team Building, Commercial Lending, Credit Analysis
Education
Eastern Kentucky University 1981 — 1986
BS, Accounting
Madison Central High School 1977 — 1981
General, General Studies
South Central Bank October 2012 - Present
First Federal Savings Bank January 2001 - September 2012
Raymond James October 1997 - January 2001
MetLife March 1994 - October 1997
Wal-Mart January 1987 - March 1994
Skills
Banking, Accounting, Investments, Credit, Financial Analysis, Customer Service, Mortgage Lending, Commercial Banking, Management, Negotiation, Team Building, Commercial Lending, Credit Analysis
Education
Eastern Kentucky University 1981 — 1986
BS, Accounting
Madison Central High School 1977 — 1981
General, General Studies
Jonathan Borell's Raymond James Experience August 2004 - June 2006
Job Principal at Sun Capital Partners
Industry Venture Capital & Private Equity
Experience
Sun Capital Partners June 2006 - Present
Raymond James August 2004 - June 2006
Skills
Private Equity, Valuation, Due Diligence, Corporate Finance, Business Strategy, Business Development, Mergers & Acquisitions, Venture Capital, Financial Modeling, LBO, Corporate Development, Investment Banking, Restructuring, M&A experience, Leveraged Finance
Education
Duke University
Bachelor of Science (B.S.), Economics
Sun Capital Partners June 2006 - Present
Raymond James August 2004 - June 2006
Skills
Private Equity, Valuation, Due Diligence, Corporate Finance, Business Strategy, Business Development, Mergers & Acquisitions, Venture Capital, Financial Modeling, LBO, Corporate Development, Investment Banking, Restructuring, M&A experience, Leveraged Finance
Education
Duke University
Bachelor of Science (B.S.), Economics
joseph tallman's Raymond James Experience 1989 - 2008
Job Independent Financial Services Professional
Industry
Experience
RAYMOND JAMES ASSOC 1989 - 2008
RAYMOND JAMES ASSOC 1989 - 2008
tallman inc. 1989 - 2008
tallman inc. 1989 - 2008
Raymond James Financial St. Petersburg, FL 1989 - 2008
Raymond James Financial 1989 - 2008
Raymond James 1989 - 2008
Raymond James and Associates 1989 - 2008
Skills
Series 7, Equities, Series 63, Securities, Wealth Management, Series 24, Investments, Asset Allocation, Mutual Funds, Investment Advisory, Hedge Funds, Alternative Investments, Retirement Planning, Portfolio Management, Investment Banking, Asset Managment, Investment Strategies, Equity Research, Equity Trading, FINRA, Financial Advisory, Financial Markets, Fixed Income, Investment Management, Options, Strategic Financial..., Trading, Risk Management, Uniform Combined State...
Education
Fairleigh Dickinson University 1968 — 1971
bs, business management
Fairleigh Dickinson University 1967 — 1971
bs, business management
RAYMOND JAMES ASSOC 1989 - 2008
RAYMOND JAMES ASSOC 1989 - 2008
tallman inc. 1989 - 2008
tallman inc. 1989 - 2008
Raymond James Financial St. Petersburg, FL 1989 - 2008
Raymond James Financial 1989 - 2008
Raymond James 1989 - 2008
Raymond James and Associates 1989 - 2008
Skills
Series 7, Equities, Series 63, Securities, Wealth Management, Series 24, Investments, Asset Allocation, Mutual Funds, Investment Advisory, Hedge Funds, Alternative Investments, Retirement Planning, Portfolio Management, Investment Banking, Asset Managment, Investment Strategies, Equity Research, Equity Trading, FINRA, Financial Advisory, Financial Markets, Fixed Income, Investment Management, Options, Strategic Financial..., Trading, Risk Management, Uniform Combined State...
Education
Fairleigh Dickinson University 1968 — 1971
bs, business management
Fairleigh Dickinson University 1967 — 1971
bs, business management
James Friendly's Raymond James Experience 2003 - 2005
Job CVP & Chief Compliance Officer, The Nautilus Group® at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company June 2007 - March 2015
RadioShack 2005 - 2006
Raymond James 2003 - 2005
Raymond James 1999 - 2003
Skills
Financial Analysis, Insurance, Estate Planning, Marketing, Finance, Financial Planning, Financial Services, Leadership, Investments, Life Insurance, Management, Standards Compliance, Legal Writing, Problem Solving
Education
Emory University
BA, Political Science
Emory University School of Law
JD, Law - Securities and Tax
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company June 2007 - March 2015
RadioShack 2005 - 2006
Raymond James 2003 - 2005
Raymond James 1999 - 2003
Skills
Financial Analysis, Insurance, Estate Planning, Marketing, Finance, Financial Planning, Financial Services, Leadership, Investments, Life Insurance, Management, Standards Compliance, Legal Writing, Problem Solving
Education
Emory University
BA, Political Science
Emory University School of Law
JD, Law - Securities and Tax
Frank Amigo's Raymond James Experience 2001 - Present
Job Managing Director, South Florida Complex & Sr. Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James 2001 - Present
Prudential Securities 1998 - 2001
Dreyfus 1994 - 1998
Skills
Investments, Securities, Finance, Management, Financial Advisory, Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Portfolio Management, Asset Management, Asset Allocation, Investment Advisory, Strategic Financial...
Education
Texas A&M University-Commerce 2014 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2008 — 2010
Executive Degree, Securities Industry Insitutute
Florida International University 1984 — 1988
Bachelors in Business Administration, MIS
Raymond James 2001 - Present
Prudential Securities 1998 - 2001
Dreyfus 1994 - 1998
Skills
Investments, Securities, Finance, Management, Financial Advisory, Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Portfolio Management, Asset Management, Asset Allocation, Investment Advisory, Strategic Financial...
Education
Texas A&M University-Commerce 2014 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2008 — 2010
Executive Degree, Securities Industry Insitutute
Florida International University 1984 — 1988
Bachelors in Business Administration, MIS
Anita D. White's Raymond James Experience January 2010 - December 2011
Job VP Director of Corporate Compliance, CAMS, CRCP at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2012 - Present
Raymond James January 2010 - December 2011
Raymond James Financial Inc. January 2007 - December 2009
Raymond James Financial Inc. May 2004 - January 2007
Raymond James Financial Inc. February 1991 - May 2004
Skills
Securities, Financial Services, Management, AML, Series 7, FINRA, Series 24, Series 63, Risk Management, Process Improvement, Securities Regulation, ETFs, Series 65, Project Management, Leadership, Series 9/10, Series 27, Series 53, Series 14, Automation, Compliance, Testing, Financial Policies &..., Fixed Income, Financial Advisory, Mutual Funds, Investment Advisory, Equities, Financial Analysis, Alternative Investments, USA PATRIOT Act, OFAC, Capital Markets, Retirement Planning, Financial Risk, Strategic Financial..., Mergers & Acquisitions, Financial Regulation, Asset Allocation, Asset Management, Portfolio Management, Fixed Annuities, Operational Risk, Hedge Funds, Anti Money Laundering
Education
Eckerd College
BA, Business Management
University of Pennsylvania - The Wharton School
Villanova University
Master - Six Sigma
Raymond James Financial Inc. January 2012 - Present
Raymond James January 2010 - December 2011
Raymond James Financial Inc. January 2007 - December 2009
Raymond James Financial Inc. May 2004 - January 2007
Raymond James Financial Inc. February 1991 - May 2004
Skills
Securities, Financial Services, Management, AML, Series 7, FINRA, Series 24, Series 63, Risk Management, Process Improvement, Securities Regulation, ETFs, Series 65, Project Management, Leadership, Series 9/10, Series 27, Series 53, Series 14, Automation, Compliance, Testing, Financial Policies &..., Fixed Income, Financial Advisory, Mutual Funds, Investment Advisory, Equities, Financial Analysis, Alternative Investments, USA PATRIOT Act, OFAC, Capital Markets, Retirement Planning, Financial Risk, Strategic Financial..., Mergers & Acquisitions, Financial Regulation, Asset Allocation, Asset Management, Portfolio Management, Fixed Annuities, Operational Risk, Hedge Funds, Anti Money Laundering
Education
Eckerd College
BA, Business Management
University of Pennsylvania - The Wharton School
Villanova University
Master - Six Sigma
Robert Gooch's Raymond James Experience July 1990 - Present
Job Managing Director at Raymond James
Industry
Experience
Raymond James July 1990 - Present
Education
Duke University 1986 — 1990
Bachelor's degree, Political Science and Government
Hotchkiss School
Raymond James July 1990 - Present
Education
Duke University 1986 — 1990
Bachelor's degree, Political Science and Government
Hotchkiss School
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS