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
Tammy Hancock Tammy Hancock's Raymond James Experience December 2000 - Present
Job Senior Investment/Portfolio Specialist at Raymond James
Industry Investment Management
Experience
Raymond James December 2000 - Present
Merrill Lynch August 1996 - March 2000
Paramedical Examiner April 1993 - August 1996
Drs' Office (Cardiology) April 1991 - April 1993
US Army October 1986 - April 1991
Skills
Uniform Combined State..., Retirement Planning, Mutual Funds, Securities, Series 7, Life Insurance, Variable Annuities, Series 65, Finance, Investments, Asset Allocation, Portfolio Management, Series 63, Retirement, Investment Management, Wealth Management, Strategic Financial..., Investment Advisory, Investment Strategies, Financial Advisory, Fixed Annuities, Series 66, Registered Paraplanner
Education
Grand Valley State University 1994 — 1998
Bachelor's Degree, Finance, General
Raymond James December 2000 - Present
Merrill Lynch August 1996 - March 2000
Paramedical Examiner April 1993 - August 1996
Drs' Office (Cardiology) April 1991 - April 1993
US Army October 1986 - April 1991
Skills
Uniform Combined State..., Retirement Planning, Mutual Funds, Securities, Series 7, Life Insurance, Variable Annuities, Series 65, Finance, Investments, Asset Allocation, Portfolio Management, Series 63, Retirement, Investment Management, Wealth Management, Strategic Financial..., Investment Advisory, Investment Strategies, Financial Advisory, Fixed Annuities, Series 66, Registered Paraplanner
Education
Grand Valley State University 1994 — 1998
Bachelor's Degree, Finance, General
Mai Kulkarni Mai Kulkarni's Raymond James Experience February 2005 - Present
Job Operations Manager at Raymond James
Industry Financial Services
Experience
Raymond James February 2005 - Present
Education
Georgia College and State University 1997 — 1999
Master of Business Administration (MBA), Management
Vassar College 1993 — 1997
Bachelor's degree, Art History, Criticism and Conservation
Raymond James February 2005 - Present
Education
Georgia College and State University 1997 — 1999
Master of Business Administration (MBA), Management
Vassar College 1993 — 1997
Bachelor's degree, Art History, Criticism and Conservation
Patrick Camporini Patrick Camporini's Raymond James Experience May 2012 - August 2012
Job Head Analyst at Crow Holdings Capital
Industry Commercial Real Estate
Experience
Crow Holdings Capital August 2015 - Present
Crow Holdings Capital June 2014 - August 2015
Georgetown University August 2010 - May 2014
Major League Baseball May 2013 - August 2013
Raymond James May 2012 - August 2012
Skills
Bloomberg Software, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Event Planning, Finance, Financial Analysis, Financial Modeling, Marketing, Microsoft Word, Public Speaking, Social Media
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance; Minor in Economics
Clearwater Central Catholic High School 2006 — 2010
Crow Holdings Capital August 2015 - Present
Crow Holdings Capital June 2014 - August 2015
Georgetown University August 2010 - May 2014
Major League Baseball May 2013 - August 2013
Raymond James May 2012 - August 2012
Skills
Bloomberg Software, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Event Planning, Finance, Financial Analysis, Financial Modeling, Marketing, Microsoft Word, Public Speaking, Social Media
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance; Minor in Economics
Clearwater Central Catholic High School 2006 — 2010
Lee Fictum Lee Fictum's Raymond James Experience May 1997 - August 1997
Job Experienced ProblemSolving Software Engineer
Industry Computer Software
Experience
Transamerica June 1999 - Present
Suncoast Cathedral August 2008 - April 2015
Nested Concepts, Inc. August 2007 - January 2013
My Virtual Professional, LLC November 2008 - November 2010
AMP Multimedia October 2003 - June 2005
DeSoto Insurance April 1998 - August 1998
Raymond James May 1997 - August 1997
Honeywell May 1996 - August 1996
Raytheon May 1995 - August 1995
Skills
Visual Basic 5.0/6.0, C#, .NET, C++, SQL, XML, XPath, HTML, Visual Studio, TFS, Microsoft SQL Server, SQL Server Management..., Microsoft Excel, Problem Solving, Communication, Customer Focused, Delivering Results, Insurance, TAMRA/DEFRA Calculations, Sales/Inforce..., Calculations, Web Applications, Integration, Architectures, Agile Methodologies, Visual Basic
Education
Florida State University 1994 — 1999
Bachelors of Science, Actuarial Mathematics, Computer Science, Business, 3.964 GPA
Transamerica June 1999 - Present
Suncoast Cathedral August 2008 - April 2015
Nested Concepts, Inc. August 2007 - January 2013
My Virtual Professional, LLC November 2008 - November 2010
AMP Multimedia October 2003 - June 2005
DeSoto Insurance April 1998 - August 1998
Raymond James May 1997 - August 1997
Honeywell May 1996 - August 1996
Raytheon May 1995 - August 1995
Skills
Visual Basic 5.0/6.0, C#, .NET, C++, SQL, XML, XPath, HTML, Visual Studio, TFS, Microsoft SQL Server, SQL Server Management..., Microsoft Excel, Problem Solving, Communication, Customer Focused, Delivering Results, Insurance, TAMRA/DEFRA Calculations, Sales/Inforce..., Calculations, Web Applications, Integration, Architectures, Agile Methodologies, Visual Basic
Education
Florida State University 1994 — 1999
Bachelors of Science, Actuarial Mathematics, Computer Science, Business, 3.964 GPA
Sarah Valencourt Sarah Valencourt's Raymond James Experience April 2008 - Present
Job Senior Registered Sales Associate at Raymond James
Industry Financial Services
Experience
Raymond James April 2008 - Present
National City Bank August 2004 - April 2009
Skills
Retirement Planning, Portfolio Management, Employee Education, Securities, Series 7, Asset Allocation, Series 63, Financial Advisory, Investment Advisory, Mutual Funds, Wealth Management
Education
Grand Rapids Community College 2000 — 2002
Business Administration
Northview High School 1996 — 1999
Raymond James April 2008 - Present
National City Bank August 2004 - April 2009
Skills
Retirement Planning, Portfolio Management, Employee Education, Securities, Series 7, Asset Allocation, Series 63, Financial Advisory, Investment Advisory, Mutual Funds, Wealth Management
Education
Grand Rapids Community College 2000 — 2002
Business Administration
Northview High School 1996 — 1999
Peter Greenberger, CFA, CFP® Peter Greenberger, CFA, CFP®'s Raymond James Experience February 2012 - November 2012
Job Director, Mutual Fund Research & Marketing at Raymond James Financial Inc
Industry Financial Services
Experience
Raymond James Financial Inc November 2012 - Present
Raymond James February 2012 - November 2012
Raymond James August 2008 - February 2012
Raymond James September 2007 - August 2008
AllianceBernstein August 2005 - March 2007
AllianceBernstein January 2004 - August 2005
AllianceBernstein June 2002 - January 2004
Bank of America January 2000 - January 2002
Skills
Series 7, Mutual Funds, Asset Management, Investments, Hedge Funds, Retirement Plan..., Dynamic Asset Allocation, Portfolio Assessment, Portfolio Management, Investment Strategies, Alternative Investments, Defined Contribution, Asset Allocation, Equities, Morningstar, Morningstar Direct, Financial Advisory, Strategic Financial..., 401k, Investment Management, Financial Planning
Education
Fordham University 2006 — 2006
CFP, Financial Planning
Columbia University 1999 — 2001
Master of Arts, Organizational Development
Pennsylvania State University 1995 — 1999
Bachelor of Science, Organizational Psychology
Raymond James Financial Inc November 2012 - Present
Raymond James February 2012 - November 2012
Raymond James August 2008 - February 2012
Raymond James September 2007 - August 2008
AllianceBernstein August 2005 - March 2007
AllianceBernstein January 2004 - August 2005
AllianceBernstein June 2002 - January 2004
Bank of America January 2000 - January 2002
Skills
Series 7, Mutual Funds, Asset Management, Investments, Hedge Funds, Retirement Plan..., Dynamic Asset Allocation, Portfolio Assessment, Portfolio Management, Investment Strategies, Alternative Investments, Defined Contribution, Asset Allocation, Equities, Morningstar, Morningstar Direct, Financial Advisory, Strategic Financial..., 401k, Investment Management, Financial Planning
Education
Fordham University 2006 — 2006
CFP, Financial Planning
Columbia University 1999 — 2001
Master of Arts, Organizational Development
Pennsylvania State University 1995 — 1999
Bachelor of Science, Organizational Psychology
James Aten James Aten's Raymond James Experience May 1994 - Present
Job Senior Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James May 1994 - Present
Education
Grove City College 1975 — 1979
Bachelor of Science (B.S.)
Raymond James May 1994 - Present
Education
Grove City College 1975 — 1979
Bachelor of Science (B.S.)
Katelyn Dyre Katelyn Dyre's Raymond James Experience April 2013 - Present
Job Sales assistant at Raymond James
Industry Financial Services
Experience
Raymond James April 2013 - Present
Education
Holmes Community College 2014 — 2016
Associate's Degree, Business Administration, Management and Operations
Strider Academy 1996 — 2010
Raymond James April 2013 - Present
Education
Holmes Community College 2014 — 2016
Associate's Degree, Business Administration, Management and Operations
Strider Academy 1996 — 2010
Joe Yi Joe Yi's Raymond James Experience July 2012 - June 2015
Job Quantum Investment Partners
Industry Financial Services
Experience
Quantum Investment Partners July 2015 - Present
Raymond James July 2012 - June 2015
Morgan Stanley 2009 - 2012
RightNow Technologies 2007 - 2008
Exstream Software 2005 - 2007
Acterna 1996 - 2002
Education
United States Military Academy at West Point 1985 — 1989
Bachelor of Science (B.S.), Mechanical Engineering
Georgia State University - J. Mack Robinson College of Business 1994 — 1996
MBA, Finance & Marketing
Quantum Investment Partners July 2015 - Present
Raymond James July 2012 - June 2015
Morgan Stanley 2009 - 2012
RightNow Technologies 2007 - 2008
Exstream Software 2005 - 2007
Acterna 1996 - 2002
Education
United States Military Academy at West Point 1985 — 1989
Bachelor of Science (B.S.), Mechanical Engineering
Georgia State University - J. Mack Robinson College of Business 1994 — 1996
MBA, Finance & Marketing
Jen Schaefer Jen Schaefer's Raymond James Experience February 2014 - February 2015
Job Owner at Gulfport Yoga
Industry Information Technology and Services
Experience
Gulfport Yoga November 2013 - Present
Muse Interactive LLC March 2007 - Present
Raymond James February 2014 - February 2015
Valpak, Cox Target Media January 2013 - October 2013
Nielsen December 2010 - September 2012
BCD Travel April 2004 - September 2007
The Cadence Group October 2002 - April 2004
Georgia Institute of Technology October 2002 - April 2004
Centers for Disease Control and Prevention October 2002 - April 2004
JSS Enterprises, Inc. February 2001 - July 2001
Skills
SEO, User Experience, Web Development, Content Management, Usability, CMS, Social Media, CSS, HTML, Web Design, User Interface Design, E-commerce, Web Content Management, Wordpress, Writing, Copywriting, Editing, Copy Editing, Usability Testing, Photoshop, Dreamweaver, Web Analytics, XML, Graphic Design, Blogging, Web Applications, WordPress, Advertising, JavaScript, Newsletters, Email Marketing, Web Services, Logo Design, Online Marketing, SEM, Social Media Marketing, Marketing, Management, Online Advertising, Leadership, Digital Marketing, Web Content, Social Networking, Sales, Account Management, Strategic Planning
Education
Florida State University
MS, Information Studies
Rollins College
BA, English
Gulfport Yoga November 2013 - Present
Muse Interactive LLC March 2007 - Present
Raymond James February 2014 - February 2015
Valpak, Cox Target Media January 2013 - October 2013
Nielsen December 2010 - September 2012
BCD Travel April 2004 - September 2007
The Cadence Group October 2002 - April 2004
Georgia Institute of Technology October 2002 - April 2004
Centers for Disease Control and Prevention October 2002 - April 2004
JSS Enterprises, Inc. February 2001 - July 2001
Skills
SEO, User Experience, Web Development, Content Management, Usability, CMS, Social Media, CSS, HTML, Web Design, User Interface Design, E-commerce, Web Content Management, Wordpress, Writing, Copywriting, Editing, Copy Editing, Usability Testing, Photoshop, Dreamweaver, Web Analytics, XML, Graphic Design, Blogging, Web Applications, WordPress, Advertising, JavaScript, Newsletters, Email Marketing, Web Services, Logo Design, Online Marketing, SEM, Social Media Marketing, Marketing, Management, Online Advertising, Leadership, Digital Marketing, Web Content, Social Networking, Sales, Account Management, Strategic Planning
Education
Florida State University
MS, Information Studies
Rollins College
BA, English
Casey Fulp, CFP®'s Raymond James Experience April 2011 - Present
Job Financial Advisor at Waller & Wax Advisors, Inc.
Industry Financial Services
Experience
Waller & Wax Advisors, Inc. - An Independent Financial Planning Firm June 2013 - Present
Raymond James April 2011 - Present
Raymond James November 2009 - May 2011
Education
Stetson University 2006 — 2008
BBA, Finance
Furman University 2004 — 2006
Economics
Shorecrest Preparatory School 2000 — 2004
Waller & Wax Advisors, Inc. - An Independent Financial Planning Firm June 2013 - Present
Raymond James April 2011 - Present
Raymond James November 2009 - May 2011
Education
Stetson University 2006 — 2008
BBA, Finance
Furman University 2004 — 2006
Economics
Shorecrest Preparatory School 2000 — 2004
JAD J. HOCHE, CFA, FRM JAD J. HOCHE, CFA, FRM's Raymond James Experience September 2011 - October 2013
Job Trader
Industry Financial Services
Experience
Raymond James September 2011 - October 2013
NeuroCare, Inc October 2008 - October 2010
BBVA August 2006 - September 2008
Skills
Equities, Options, Securities, Management, Accounting, Financial Advisory, Business Process, Sales, Internal Audit, Cash Flow, Time Management, Financial Analysis, Financial Modeling, Tax, Fixed Income, Corporate Finance, Bloomberg, Security, Research, Series 7, Portfolio Management, Risk Management, Trading, Financial Risk, Capital Markets, Banking
Education
Georgetown University 2002 — 2006
Bachelor of Science (B.S.), International Business, Finance; Minor: Arabic
Oxford University, Trinity College
Economics
University of Sevilla, Spain
Advanced Financial Management, Financial Markets
Pine Crest School 1992 — 2002
Harvard University
Economics
Raymond James September 2011 - October 2013
NeuroCare, Inc October 2008 - October 2010
BBVA August 2006 - September 2008
Skills
Equities, Options, Securities, Management, Accounting, Financial Advisory, Business Process, Sales, Internal Audit, Cash Flow, Time Management, Financial Analysis, Financial Modeling, Tax, Fixed Income, Corporate Finance, Bloomberg, Security, Research, Series 7, Portfolio Management, Risk Management, Trading, Financial Risk, Capital Markets, Banking
Education
Georgetown University 2002 — 2006
Bachelor of Science (B.S.), International Business, Finance; Minor: Arabic
Oxford University, Trinity College
Economics
University of Sevilla, Spain
Advanced Financial Management, Financial Markets
Pine Crest School 1992 — 2002
Harvard University
Economics
Rachel Martin's Raymond James Experience August 2011 - Present
Job Registered Client Service Associate at Raymond James
Industry Financial Services
Experience
Raymond James August 2011 - Present
Robert W. Baird & Co. November 2006 - August 2011
GCG Financial May 2005 - November 2006
Education
Franklin University 2005 — 2007
Bachelor's degree, Management
Illinois Central College 2003 — 2005
Associate's degree, Office Professional
Raymond James August 2011 - Present
Robert W. Baird & Co. November 2006 - August 2011
GCG Financial May 2005 - November 2006
Education
Franklin University 2005 — 2007
Bachelor's degree, Management
Illinois Central College 2003 — 2005
Associate's degree, Office Professional
Nicole Caringal Nicole Caringal's Raymond James Experience July 2006 - October 2013
Job Assistant Regional Director at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
Raymond James July 2006 - October 2013
T Rowe Price July 1996 - July 2006
Skills
FINRA Arbitrator, FINRA, Series 24, Retirement, Series 7, Compliance, Risk Management, Securities, Series 65, Mutual Funds, Uniform Combined State..., Series 63, Investment Advisory, AML, Retirement Planning, Wealth Management, Alternative Investments
Education
Illinois State University 1986 — 1990
BA, International Business, French, Poli. Sci.
Raymond James Financial Inc. October 2013 - Present
Raymond James July 2006 - October 2013
T Rowe Price July 1996 - July 2006
Skills
FINRA Arbitrator, FINRA, Series 24, Retirement, Series 7, Compliance, Risk Management, Securities, Series 65, Mutual Funds, Uniform Combined State..., Series 63, Investment Advisory, AML, Retirement Planning, Wealth Management, Alternative Investments
Education
Illinois State University 1986 — 1990
BA, International Business, French, Poli. Sci.
Julie McFarland Julie McFarland's Raymond James Experience December 2012 - Present
Job accountant 1 at Raymond James
Industry Accounting
Experience
Raymond James December 2012 - Present
First Advantage September 2004 - November 2012
Skills
Financial Reporting, Account Reconciliation, Data Entry, Financial Analysis, Accounting, Accounts Receivable, Customer Service, QuickBooks, Accounts Payable, Auditing, Journal Entries, Access, PeopleSoft
Education
Southern New Hampshire University 2013 — 2017
Bachelor's Degree, History and Accounting
Glendale Community College
Vanguard University of Southern California
Raymond James December 2012 - Present
First Advantage September 2004 - November 2012
Skills
Financial Reporting, Account Reconciliation, Data Entry, Financial Analysis, Accounting, Accounts Receivable, Customer Service, QuickBooks, Accounts Payable, Auditing, Journal Entries, Access, PeopleSoft
Education
Southern New Hampshire University 2013 — 2017
Bachelor's Degree, History and Accounting
Glendale Community College
Vanguard University of Southern California
Josh Hamrick Josh Hamrick's Raymond James Experience May 2013 - July 2013
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2014 - Present
Vanderbilt Owen Graduate School of Management July 2013 - May 2014
Raymond James May 2013 - July 2013
Executive Office of Governor Rick Scott September 2012 - December 2012
LCG Capital May 2012 - July 2012
Page, Eichenblatt, Bernbaum, & Bennett, P.A. July 2007 - December 2009
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Economics, Investment Banking, Networking, Teamwork, Politics, Governmental Affairs, Spanish, Strategy, Mergers & Acquisitions, Equities, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Masters in Finance
Florida State University 2009 — 2013
Finance, International Business
Study Abroad via Florida State University & Catolótica Universitat de Valencia
Spanish Language, International Business, & Marketing
SunTrust Robinson Humphrey June 2014 - Present
Vanderbilt Owen Graduate School of Management July 2013 - May 2014
Raymond James May 2013 - July 2013
Executive Office of Governor Rick Scott September 2012 - December 2012
LCG Capital May 2012 - July 2012
Page, Eichenblatt, Bernbaum, & Bennett, P.A. July 2007 - December 2009
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Economics, Investment Banking, Networking, Teamwork, Politics, Governmental Affairs, Spanish, Strategy, Mergers & Acquisitions, Equities, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Masters in Finance
Florida State University 2009 — 2013
Finance, International Business
Study Abroad via Florida State University & Catolótica Universitat de Valencia
Spanish Language, International Business, & Marketing
Shawn Taylor Shawn Taylor's Raymond James Experience September 2011 - Present
Job Financial Advisor at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James September 2011 - Present
Fifth Third Bank December 2009 - September 2011
Shoreline Mortgage Consultants March 2000 - December 2009
Skills
Retirement Planning, Estate Planning, Investment Advisory, Strategic Financial..., Life Insurance, 401k Rollovers
Education
Hope College 1986 — 1990
BA, Business Administration and Communications
Mona Shores High School
Raymond James September 2011 - Present
Fifth Third Bank December 2009 - September 2011
Shoreline Mortgage Consultants March 2000 - December 2009
Skills
Retirement Planning, Estate Planning, Investment Advisory, Strategic Financial..., Life Insurance, 401k Rollovers
Education
Hope College 1986 — 1990
BA, Business Administration and Communications
Mona Shores High School
Derek C. Smith, CFP® Derek C. Smith, CFP®'s Raymond James Experience January 2009 - June 2009
Job Financial Planner at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Private Wealth Management February 2014 - Present
SunTrust Investment Services November 2012 - February 2014
Capital One Financial Advisors July 2011 - October 2012
Signature Financial Partners - John Hancock September 2009 - July 2011
Raymond James January 2009 - June 2009
Merrill Lynch June 2008 - August 2008
Skills
Series 7, Series 66, Variable Life & Health
Education
Georgetown University 2012 — 2012
Certified Financial Planner
University of Maryland - Robert H. Smith School of Business 2007 — 2009
Finance, Economics
University of Maryland College Park 2006 — 2009
Bachelor of Science, General Business, Economics
SunTrust Private Wealth Management February 2014 - Present
SunTrust Investment Services November 2012 - February 2014
Capital One Financial Advisors July 2011 - October 2012
Signature Financial Partners - John Hancock September 2009 - July 2011
Raymond James January 2009 - June 2009
Merrill Lynch June 2008 - August 2008
Skills
Series 7, Series 66, Variable Life & Health
Education
Georgetown University 2012 — 2012
Certified Financial Planner
University of Maryland - Robert H. Smith School of Business 2007 — 2009
Finance, Economics
University of Maryland College Park 2006 — 2009
Bachelor of Science, General Business, Economics
Melissa (LeGallee) Stewart CFP®, AIF®'s Raymond James Experience January 2011 - Present
Job Helping others through financial consulting and planning.
Industry Financial Services
Experience
Raymond James January 2011 - Present
Oppenheimer & Co. Inc. August 2005 - January 2011
Lake Michigan Credit Union December 2003 - August 2005
Skills
Retirement Planning, Investments, Strategic Financial..., Portfolio Management, 401k, Wealth Management, Retirement, Financial Advisory, Finance, Series 7, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Pensions, Estate Planning, Investment Strategies, Securities, Business Planning, Wealth, Management, Uniform Combined State..., Public Speaking
Education
Grand Valley State University 2004 — 2009
BBA, Major in Finance & Management
Grand Rapids Community College 2002 — 2004
Associates in Arts, Business
Raymond James January 2011 - Present
Oppenheimer & Co. Inc. August 2005 - January 2011
Lake Michigan Credit Union December 2003 - August 2005
Skills
Retirement Planning, Investments, Strategic Financial..., Portfolio Management, 401k, Wealth Management, Retirement, Financial Advisory, Finance, Series 7, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Pensions, Estate Planning, Investment Strategies, Securities, Business Planning, Wealth, Management, Uniform Combined State..., Public Speaking
Education
Grand Valley State University 2004 — 2009
BBA, Major in Finance & Management
Grand Rapids Community College 2002 — 2004
Associates in Arts, Business
Cory Powell, AAMS®'s Raymond James Experience May 2011 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James May 2011 - Present
Skills
Financial Planning, Retirement Planning, Investment Strategies, 401k Rollovers, 403b Rollovers, College Savings Plans, Series 66, Series 7
Education
Huntington University 2007 — 2011
Bachelors, Management, Economics, Accounting
Raymond James May 2011 - Present
Skills
Financial Planning, Retirement Planning, Investment Strategies, 401k Rollovers, 403b Rollovers, College Savings Plans, Series 66, Series 7
Education
Huntington University 2007 — 2011
Bachelors, Management, Economics, Accounting
Anthony Gregorio Anthony Gregorio's Raymond James Experience May 2007 - May 2008
Job Manager, IS Supply Chain at The Home Depot
Industry Retail
Experience
The Home Depot February 2014 - Present
The Home Depot September 2012 - January 2014
The Home Depot September 2010 - September 2012
The Home Depot January 2010 - September 2010
Raymond James May 2007 - May 2008
Skills
HTML, PHP, Flex, Java, Python, C, C++, CSS, C#, User Interface Design, iPhone, Smalltalk, SQL, Web Services
Education
Georgia Institute of Technology 2005 — 2010
BS, Computer Science
The Home Depot February 2014 - Present
The Home Depot September 2012 - January 2014
The Home Depot September 2010 - September 2012
The Home Depot January 2010 - September 2010
Raymond James May 2007 - May 2008
Skills
HTML, PHP, Flex, Java, Python, C, C++, CSS, C#, User Interface Design, iPhone, Smalltalk, SQL, Web Services
Education
Georgia Institute of Technology 2005 — 2010
BS, Computer Science
Brad Sowles's Raymond James Experience May 2012 - November 2012
Job Logistics Specialist at BUCHANAN HAULING & RIGGING
Industry Financial Services
Experience
BUCHANAN HAULING & RIGGING June 2015 - Present
Fort Wayne Umpires / College Baseball Umpires Association January 2000 - Present
PAR North America August 2014 - June 2015
Tower Hill Trading January 2014 - August 2014
Howard Bailey Financial, Inc. February 2013 - June 2013
Raymond James May 2012 - November 2012
Merrill Lynch September 2011 - May 2012
TESCO Bus January 2011 - September 2011
Starcraft Bus May 2005 - December 2010
Skills
Retirement Planning, Series 7, Retirement, Investments, Strategic Financial..., Estate Planning, Uniform Combined State..., Fixed Annuities, Key Account Development, Sales Management, Account Management, Sales Prospecting, Sales Presentations, Wealth Management, 401k, Mutual Funds, Equity Research, Equity Trading, Options Strategies, Stock Option, Long Term Care Insurance, Life Insurance, Strategy, Finance, Financial Planning
Education
Indiana University - Kelley School of Business 1999 — 2003
Bachelor of Science, Business with Psychology Minor
Dekalb High School
BUCHANAN HAULING & RIGGING June 2015 - Present
Fort Wayne Umpires / College Baseball Umpires Association January 2000 - Present
PAR North America August 2014 - June 2015
Tower Hill Trading January 2014 - August 2014
Howard Bailey Financial, Inc. February 2013 - June 2013
Raymond James May 2012 - November 2012
Merrill Lynch September 2011 - May 2012
TESCO Bus January 2011 - September 2011
Starcraft Bus May 2005 - December 2010
Skills
Retirement Planning, Series 7, Retirement, Investments, Strategic Financial..., Estate Planning, Uniform Combined State..., Fixed Annuities, Key Account Development, Sales Management, Account Management, Sales Prospecting, Sales Presentations, Wealth Management, 401k, Mutual Funds, Equity Research, Equity Trading, Options Strategies, Stock Option, Long Term Care Insurance, Life Insurance, Strategy, Finance, Financial Planning
Education
Indiana University - Kelley School of Business 1999 — 2003
Bachelor of Science, Business with Psychology Minor
Dekalb High School
Philip Clark, CFP®'s Raymond James Experience July 2009 - January 2014
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
SPC Financial, Inc. / Independent Registered Investment Advisor/SEC January 2014 - Present
Raymond James July 2009 - January 2014
Eagle Asset Management May 2008 - May 2009
Wachovia August 2006 - April 2008
Skills
Investments, Wealth Management, Series 7, Retirement, Securities, Retirement Planning, Investment Advisory, Insurance, Financial Planning
Education
Florida State University 1997 — 2001
B.A., Economics, Macro Economics, Business Management
SPC Financial, Inc. / Independent Registered Investment Advisor/SEC January 2014 - Present
Raymond James July 2009 - January 2014
Eagle Asset Management May 2008 - May 2009
Wachovia August 2006 - April 2008
Skills
Investments, Wealth Management, Series 7, Retirement, Securities, Retirement Planning, Investment Advisory, Insurance, Financial Planning
Education
Florida State University 1997 — 2001
B.A., Economics, Macro Economics, Business Management
Brock Guice's Raymond James Experience October 2008 - Present
Job SVP Finance at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James October 2008 - Present
Skills
Financial Reporting, Internal Controls, Budgets, Sarbanes-Oxley Act, 10Q, Management, Payroll, Shared Services, Acquisition Integration, SEC Financial Reporting, Recruiting, Financial Analysis, Internal Audit, Auditing, CPA, Finance, Employee Benefits, Financial Modeling, GAAP, Due Diligence, Accounting, SEC filings, Financial Services, Investments, Cash Management, Hyperion Enterprise, Consolidation, US GAAP, Risk Management, Sarbanes-Oxley, Strategic Financial..., Financial Accounting
Education
Florida State University - College of Business 1995 — 2000
Masters, Accounting
Raymond James October 2008 - Present
Skills
Financial Reporting, Internal Controls, Budgets, Sarbanes-Oxley Act, 10Q, Management, Payroll, Shared Services, Acquisition Integration, SEC Financial Reporting, Recruiting, Financial Analysis, Internal Audit, Auditing, CPA, Finance, Employee Benefits, Financial Modeling, GAAP, Due Diligence, Accounting, SEC filings, Financial Services, Investments, Cash Management, Hyperion Enterprise, Consolidation, US GAAP, Risk Management, Sarbanes-Oxley, Strategic Financial..., Financial Accounting
Education
Florida State University - College of Business 1995 — 2000
Masters, Accounting
Jayven M. Rappa's Raymond James Experience August 1999 - December 2006
Job FinTech EcoSystem Engineer
Industry Computer Software
Experience
GPS Digital Media June 2008 - Present
Oppenheimer & Co Inc. February 2007 - August 2009
Raymond James August 1999 - December 2006
Skills
Online Marketing, Market Analysis, Marketing Research, Digital Marketing, Business Strategy, Marketing Management, Digital Media, Analytics, Management, Market Research, Strategy, E-commerce, Entrepreneurship, Integrated Marketing, Financial Modeling, Management Consulting, Program Management, Marketing, Marketing Strategy, Social Media Marketing, Strategic Planning, Social Media, Leadership
Education
Full Sail University 2011 — 2012
Master of Science (MS), Internet Marketing and Web Development, 4.0
University of South Florida - College of Business Administration 2001 — 2003
Bachelor of Science (BS), Finance & Accounting, 3.4
St. Petersburg Junior College 2000 — 2001
Associate of Science (AS), Business & Entrepreneurship, 3.6
GPS Digital Media June 2008 - Present
Oppenheimer & Co Inc. February 2007 - August 2009
Raymond James August 1999 - December 2006
Skills
Online Marketing, Market Analysis, Marketing Research, Digital Marketing, Business Strategy, Marketing Management, Digital Media, Analytics, Management, Market Research, Strategy, E-commerce, Entrepreneurship, Integrated Marketing, Financial Modeling, Management Consulting, Program Management, Marketing, Marketing Strategy, Social Media Marketing, Strategic Planning, Social Media, Leadership
Education
Full Sail University 2011 — 2012
Master of Science (MS), Internet Marketing and Web Development, 4.0
University of South Florida - College of Business Administration 2001 — 2003
Bachelor of Science (BS), Finance & Accounting, 3.4
St. Petersburg Junior College 2000 — 2001
Associate of Science (AS), Business & Entrepreneurship, 3.6
Kirk Haggarty Kirk Haggarty's Raymond James Experience September 1999 - September 2000
Job Chief Financial Officer at North American Bancard
Industry Executive Office
Experience
North American Bancard June 2013 - Present
Atlas Oil Company March 2009 - June 2013
Donnelly Penman & Partners September 2000 - March 2009
Raymond James September 1999 - September 2000
Skills
Mergers & Acquisitions, Due Diligence, Valuation, Financial Analysis, Investment Banking, Equities, Internal Controls, Negotiation, Management, Financial Modeling, Corporate Finance, Acquisition Integration
Education
University of Detroit 1991 — 1993
Master of Business Administration (MBA), Finance, General
Georgetown University 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Financial Management Services
University Liggett 1982 — 1986
North American Bancard June 2013 - Present
Atlas Oil Company March 2009 - June 2013
Donnelly Penman & Partners September 2000 - March 2009
Raymond James September 1999 - September 2000
Skills
Mergers & Acquisitions, Due Diligence, Valuation, Financial Analysis, Investment Banking, Equities, Internal Controls, Negotiation, Management, Financial Modeling, Corporate Finance, Acquisition Integration
Education
University of Detroit 1991 — 1993
Master of Business Administration (MBA), Finance, General
Georgetown University 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Financial Management Services
University Liggett 1982 — 1986
Stephen Christenson Stephen Christenson's Raymond James Experience April 2007 - Present
Job Vice President MBS Trading at Raymond James
Industry Financial Services
Experience
Raymond James April 2007 - Present
Skills
Series 7, Series 63, Fixed Income, Securities, Investments, Mutual Funds, Bloomberg, Series 24, Bonds, Equities, Asset Allocation, Portfolio Management, Trading, Uniform Combined State..., Wealth Management, Asset Managment, Retirement Planning, Strategic Financial..., Capital Markets, Retirement
Education
University of Tampa - John H. Sykes College of Business 2005 — 2007
MBA, Investment Finance
Gettysburg College 1996 — 2000
BA, Management
Raymond James April 2007 - Present
Skills
Series 7, Series 63, Fixed Income, Securities, Investments, Mutual Funds, Bloomberg, Series 24, Bonds, Equities, Asset Allocation, Portfolio Management, Trading, Uniform Combined State..., Wealth Management, Asset Managment, Retirement Planning, Strategic Financial..., Capital Markets, Retirement
Education
University of Tampa - John H. Sykes College of Business 2005 — 2007
MBA, Investment Finance
Gettysburg College 1996 — 2000
BA, Management
Michael Witt, CFP®'s Raymond James Experience September 2014 - Present
Job First Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James September 2014 - Present
Wells Fargo Advisors, LLC September 2005 - September 2014
Skills
Portfolio Management, Retirement Planning, Asset Allocation, Series 7, Series 63, Investments, Strategic Financial..., Wealth Management, Risk Management, 401k, Insurance, Financial Planning, Asset Management
Education
Florida State University - College of Business 1988 — 1991
Bachelor's degree, Finance, General
Raymond James September 2014 - Present
Wells Fargo Advisors, LLC September 2005 - September 2014
Skills
Portfolio Management, Retirement Planning, Asset Allocation, Series 7, Series 63, Investments, Strategic Financial..., Wealth Management, Risk Management, 401k, Insurance, Financial Planning, Asset Management
Education
Florida State University - College of Business 1988 — 1991
Bachelor's degree, Finance, General
Steven William Hyatt's Raymond James Experience May 2014 - Present
Job Branch Operations Specialist at Raymond James
Industry Financial Services
Experience
Raymond James May 2014 - Present
Education
Florida State University 2010 — 2013
Bachelor's Degree, International Relations and Affairs
Raymond James May 2014 - Present
Education
Florida State University 2010 — 2013
Bachelor's Degree, International Relations and Affairs
Rich Bone Rich Bone's Raymond James Experience June 2011 - Present
Job Senior Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James June 2011 - Present
Howe Barnes Hoefer & Arnett, A Subsidiary of Raymond James May 2000 - June 2011
First Union Securities May 1999 - May 2000
Pines Financial Group 1985 - 1999
Education
Illinois State University 1979 — 1983
Bachelors, Finance
Raymond James June 2011 - Present
Howe Barnes Hoefer & Arnett, A Subsidiary of Raymond James May 2000 - June 2011
First Union Securities May 1999 - May 2000
Pines Financial Group 1985 - 1999
Education
Illinois State University 1979 — 1983
Bachelors, Finance
Daniel Estes's Raymond James Experience July 2008 - July 2009
Job Plant Finance Manager at Tate & Lyle
Industry Food Production
Experience
Tate & Lyle November 2013 - Present
Tate & Lyle January 2012 - November 2013
Lafayette Savings Bank March 2010 - October 2011
CVS/Caremark September 2003 - March 2010
Raymond James July 2008 - July 2009
Skills
Leadership, Financial Analysis, Customer Service, Investments, Banking, Public Speaking, Sales, Microsoft Excel, Team Leadership, Microsoft Office, Sales Management, Budgets, Leadership Development, Coaching, Relationship Management, Microsoft Word, Access, Business Analysis, Logistics Management, Marketing, Management, Analysis, Time Management, Strategy
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Science (MS), Finance
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management
University of Phoenix 2008 — 2011
Bachelors Business Finance, Finance
Purdue University 1999 — 2001
Aquatic Science and Fisheries, Forestry
Leadership Lafayette 2010 — 2011
Tate & Lyle November 2013 - Present
Tate & Lyle January 2012 - November 2013
Lafayette Savings Bank March 2010 - October 2011
CVS/Caremark September 2003 - March 2010
Raymond James July 2008 - July 2009
Skills
Leadership, Financial Analysis, Customer Service, Investments, Banking, Public Speaking, Sales, Microsoft Excel, Team Leadership, Microsoft Office, Sales Management, Budgets, Leadership Development, Coaching, Relationship Management, Microsoft Word, Access, Business Analysis, Logistics Management, Marketing, Management, Analysis, Time Management, Strategy
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Science (MS), Finance
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management
University of Phoenix 2008 — 2011
Bachelors Business Finance, Finance
Purdue University 1999 — 2001
Aquatic Science and Fisheries, Forestry
Leadership Lafayette 2010 — 2011
Siobhan McCormack Siobhan McCormack's Raymond James Experience November 2005 - May 2006
Job Pharmaceutical Sales Representative at Publicis Touchpoint Solutions
Industry Pharmaceuticals
Experience
Publicis Touchpoint Solutions February 2014 - Present
AstraZeneca December 2010 - February 2014
Gerson Lehrman Group September 2010 - November 2010
GlaxoSmithKline June 2007 - August 2010
Staples, Inc. August 2006 - May 2007
Raymond James November 2005 - May 2006
BBDO June 2005 - August 2005
NBC Universal May 2004 - August 2004
WFUV September 2002 - April 2003
Skills
Account Management, Biotechnology, Sales, New Business Development, Marketing Strategy, Medical Devices, Pharmaceutical Sales, Sales Operations, Budgets, Healthcare, Sales Presentations, Marketing, Product Launch, Leadership, Market Analysis, Cross-functional Team..., Management, Pharmaceutical Industry
Education
Fordham University 2002 — 2006
Bachelor of Arts, Communications; Psychology
Immaculate Heart Academy 1998 — 2002
High School
Publicis Touchpoint Solutions February 2014 - Present
AstraZeneca December 2010 - February 2014
Gerson Lehrman Group September 2010 - November 2010
GlaxoSmithKline June 2007 - August 2010
Staples, Inc. August 2006 - May 2007
Raymond James November 2005 - May 2006
BBDO June 2005 - August 2005
NBC Universal May 2004 - August 2004
WFUV September 2002 - April 2003
Skills
Account Management, Biotechnology, Sales, New Business Development, Marketing Strategy, Medical Devices, Pharmaceutical Sales, Sales Operations, Budgets, Healthcare, Sales Presentations, Marketing, Product Launch, Leadership, Market Analysis, Cross-functional Team..., Management, Pharmaceutical Industry
Education
Fordham University 2002 — 2006
Bachelor of Arts, Communications; Psychology
Immaculate Heart Academy 1998 — 2002
High School
Eric Kim Eric Kim's Raymond James Experience June 2003 - June 2006
Job Corporate Development & Strategy
Industry Consumer Electronics
Experience
Logitech January 2013 - Present
Harris Williams & Co. July 2008 - May 2011
Point Judith Capital 2007 - 2007
Raymond James June 2003 - June 2006
UBS Investment Bank June 2002 - August 2002
Deutsche Bank June 2001 - August 2001
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Venture Capital, Mergers & Acquisitions, Corporate Finance, M&A experience, LBO, Entrepreneurship, Emerging Markets, Due Diligence, Corporate Development, Equities, Capital Markets, Investments
Education
Harvard Business School 2006 — 2008
MBA
University of Chicago 1999 — 2003
BA, Economics
Phillips Academy 1995 — 1999
Logitech January 2013 - Present
Harris Williams & Co. July 2008 - May 2011
Point Judith Capital 2007 - 2007
Raymond James June 2003 - June 2006
UBS Investment Bank June 2002 - August 2002
Deutsche Bank June 2001 - August 2001
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Venture Capital, Mergers & Acquisitions, Corporate Finance, M&A experience, LBO, Entrepreneurship, Emerging Markets, Due Diligence, Corporate Development, Equities, Capital Markets, Investments
Education
Harvard Business School 2006 — 2008
MBA
University of Chicago 1999 — 2003
BA, Economics
Phillips Academy 1995 — 1999
Courtney Robinson Smith Courtney Robinson Smith's Raymond James Experience January 2001 - July 2004
Job Media Production Professional
Industry Media Production
Experience
C. R. Smith Photography 2005 - December 2011
Shannon Fagan September 2004 - November 2005
Raymond James January 2001 - July 2004
SunTrust Robinson Humphrey August 2000 - January 2001
Skills
Marketing, Project Management, CRM, Venture Capital, Business Analysis, Cross-functional Team...
Education
Georgia Institute of Technology 1996 — 2000
Bachelor of Science (BS), Management
C. R. Smith Photography 2005 - December 2011
Shannon Fagan September 2004 - November 2005
Raymond James January 2001 - July 2004
SunTrust Robinson Humphrey August 2000 - January 2001
Skills
Marketing, Project Management, CRM, Venture Capital, Business Analysis, Cross-functional Team...
Education
Georgia Institute of Technology 1996 — 2000
Bachelor of Science (BS), Management
beverly shean's Raymond James Experience November 2008 - Present
Job Registered Client Service Associate at Raymond James & Associates
Industry Financial Services
Experience
Raymond James November 2008 - Present
Smith Barney July 2004 - November 2008
Skills
Finance, Financial Advisory, Securities, Insurance, Financial Analysis, Customer Service, Mortgage Lending, Series 7, Asset Allocation, Retirement, Strategic Planning, Investments, Banking, Sales, Loans, Marketing, Mutual Funds, Financial Reporting, Microsoft Excel, Microsoft Office, Series 63, Small Business, Uniform Combined State..., Wealth Management, Public Speaking, Retirement Planning, Event Planning
Education
Florida State University 1999 — 2001
Communications
Raymond James November 2008 - Present
Smith Barney July 2004 - November 2008
Skills
Finance, Financial Advisory, Securities, Insurance, Financial Analysis, Customer Service, Mortgage Lending, Series 7, Asset Allocation, Retirement, Strategic Planning, Investments, Banking, Sales, Loans, Marketing, Mutual Funds, Financial Reporting, Microsoft Excel, Microsoft Office, Series 63, Small Business, Uniform Combined State..., Wealth Management, Public Speaking, Retirement Planning, Event Planning
Education
Florida State University 1999 — 2001
Communications
Lorie Damon Lorie Damon's Raymond James Experience 2012 - 2013
Job Managing Director, DTZ
Industry Real Estate
Experience
DTZ December 2014 - Present
Raymond James 2012 - 2013
BOMA International 2002 - 2012
Uniform & Textile Service Association 1999 - 2002
Skills
Property Management, Real Estate Development, Real Estate, Organizational Strategy..., Marketing and..., Contract Negotiation, Project Management, Leadership, Nonprofits, Management, Program Management, Lease Administration, Marketing, Asset Management, Real Estate Economics, Marketing Strategy, Commercial Real Estate, Corporate Real Estate, Business Development, Leases
Education
Harvard University Graduate School of Design
BOMA/Harvard Emerging Leaders in Real Estate
Hood College
Bachelor of Arts (B.A.), English Language and Literature/Letters, magna cum laude
Purdue University
Ph.D.
DTZ December 2014 - Present
Raymond James 2012 - 2013
BOMA International 2002 - 2012
Uniform & Textile Service Association 1999 - 2002
Skills
Property Management, Real Estate Development, Real Estate, Organizational Strategy..., Marketing and..., Contract Negotiation, Project Management, Leadership, Nonprofits, Management, Program Management, Lease Administration, Marketing, Asset Management, Real Estate Economics, Marketing Strategy, Commercial Real Estate, Corporate Real Estate, Business Development, Leases
Education
Harvard University Graduate School of Design
BOMA/Harvard Emerging Leaders in Real Estate
Hood College
Bachelor of Arts (B.A.), English Language and Literature/Letters, magna cum laude
Purdue University
Ph.D.
Joshua Madden's Raymond James Experience 2009 - 2010
Job Senior Manager at EY
Industry Information Technology and Services
Experience
Ernst & Young October 2011 - Present
Gerdau Ameristeel April 2010 - October 2011
Raymond James 2009 - 2010
Deloitte & Touche July 2006 - August 2009
Skills
Internal Controls, Sarbanes-Oxley, Enterprise Risk..., Internal Audit, Business Process..., Auditing, IT Audit, Sarbanes-Oxley Act, Financial Analysis
Education
Florida State University
Bachelor of Science, Management Information Systems
St Pete high
Ernst & Young October 2011 - Present
Gerdau Ameristeel April 2010 - October 2011
Raymond James 2009 - 2010
Deloitte & Touche July 2006 - August 2009
Skills
Internal Controls, Sarbanes-Oxley, Enterprise Risk..., Internal Audit, Business Process..., Auditing, IT Audit, Sarbanes-Oxley Act, Financial Analysis
Education
Florida State University
Bachelor of Science, Management Information Systems
St Pete high
Chip Bauder's Raymond James Experience December 1993 - May 2011
Job Private Wealth Advisory
Industry Investment Management
Experience
Raymond James Financial, Inc. February 2015 - Present
LCM Global Partners LLC May 2011 - February 2015
Raymond James December 1993 - May 2011
Skills
Hedge Funds, Wealth Management, Financial Planning, Portfolio Management, Alternative Investments
Education
Florida State University College of Law 1988 — 1991
JD, Law
Stetson University 1984 — 1988
Bachelor of Business Administration, Business Economics
Raymond James Financial, Inc. February 2015 - Present
LCM Global Partners LLC May 2011 - February 2015
Raymond James December 1993 - May 2011
Skills
Hedge Funds, Wealth Management, Financial Planning, Portfolio Management, Alternative Investments
Education
Florida State University College of Law 1988 — 1991
JD, Law
Stetson University 1984 — 1988
Bachelor of Business Administration, Business Economics
Bruce Corwin, CFP®'s Raymond James Experience October 2011 - Present
Job Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James October 2011 - Present
Morgan Stanley Smith Barney March 2010 - September 2011
Patton Fund Management October 2008 - July 2009
Enterprise Investments January 1987 - December 2008
Shetland Investments January 1984 - December 1986
System Analysis Services 1980 - 1983
Skills
Uniform Combined State..., Certified Financial..., Investments, Portfolio Management, Securities, Finance, Financial Advisory, Retirement Planning, Series 7, Wealth Management, Retirement, Investment Advisory, Mutual Funds, Tax, Asset Allocation, Strategic Financial..., Investment Strategies
Education
Framingham State College 1981 — 1986
Bachelor of Science, Computer Science
Raymond James October 2011 - Present
Morgan Stanley Smith Barney March 2010 - September 2011
Patton Fund Management October 2008 - July 2009
Enterprise Investments January 1987 - December 2008
Shetland Investments January 1984 - December 1986
System Analysis Services 1980 - 1983
Skills
Uniform Combined State..., Certified Financial..., Investments, Portfolio Management, Securities, Finance, Financial Advisory, Retirement Planning, Series 7, Wealth Management, Retirement, Investment Advisory, Mutual Funds, Tax, Asset Allocation, Strategic Financial..., Investment Strategies
Education
Framingham State College 1981 — 1986
Bachelor of Science, Computer Science
Harry Guynup Harry Guynup's Raymond James Experience November 1998 - September 2002
Job Information Security Officer at Department of Veterans Affairs
Industry Information Technology and Services
Experience
Department of Veterans Affairs May 2010 - Present
Aluminum Shapes, LLC June 2003 - May 2010
Raymond James November 1998 - September 2002
Heritage Medical Group June 1996 - July 1998
US Army February 1983 - June 1996
Skills
Microsoft Office, ISO, Computer Hardware, Operating Systems, Data Analysis, Networking, Messaging, Loss Prevention, Automation, Servers, Security, Process Improvement, Team Building, Change Management, Strategic Planning, Performance Management, Employee Relations, Human Resources, Training, Management, Leadership, Military, Computer Security, Policy, Information Security, Physical Security, Network Administration, Enterprise Software
Education
Pace University-Pleasantville/Briarcliff Campus 1978 — 1981
B.S., Criminal Justice
Hudson Valley Community College 1976 — 1978
AAS, Criminal Justice
Department of Veterans Affairs May 2010 - Present
Aluminum Shapes, LLC June 2003 - May 2010
Raymond James November 1998 - September 2002
Heritage Medical Group June 1996 - July 1998
US Army February 1983 - June 1996
Skills
Microsoft Office, ISO, Computer Hardware, Operating Systems, Data Analysis, Networking, Messaging, Loss Prevention, Automation, Servers, Security, Process Improvement, Team Building, Change Management, Strategic Planning, Performance Management, Employee Relations, Human Resources, Training, Management, Leadership, Military, Computer Security, Policy, Information Security, Physical Security, Network Administration, Enterprise Software
Education
Pace University-Pleasantville/Briarcliff Campus 1978 — 1981
B.S., Criminal Justice
Hudson Valley Community College 1976 — 1978
AAS, Criminal Justice
Shari Walker, MAcc's Raymond James Experience May 2004 - October 2004
Job Associate at Your PartTime Controller, LLC
Industry Accounting
Experience
Your Part-Time Controller, LLC September 2015 - Present
Travel Advantage Network July 2013 - September 2015
Madison Investments November 2012 - June 2013
Walker Accounting Solutions October 2006 - December 2012
Shari Walker Realty at Keller Williams December 2009 - November 2012
Long and Foster Real Estate, Inc. April 2007 - December 2009
Dixon Hughes PLLC June 2006 - October 2006
Gabler Molis & Company, CPAs October 2005 - June 2006
Junco and Kierzynski, CPAs January 2005 - October 2005
Raymond James May 2004 - October 2004
Skills
Real Estate, Investment Properties, First Time Home Buyers, Real Estate Transactions, Sellers, Listings, Negotiation, Buyer Representation, Foreclosures, Short Sales, REO, New Home Sales, Single Family Homes, Relocation, Buyers, Sales, Accounting
Education
Georgia Southern University - College of Business Administration 2013 — 2014
Master's of Accountancy, Accounting, 3.80
University of South Florida 2001 — 2006
Bachelor of Science, Accounting
Your Part-Time Controller, LLC September 2015 - Present
Travel Advantage Network July 2013 - September 2015
Madison Investments November 2012 - June 2013
Walker Accounting Solutions October 2006 - December 2012
Shari Walker Realty at Keller Williams December 2009 - November 2012
Long and Foster Real Estate, Inc. April 2007 - December 2009
Dixon Hughes PLLC June 2006 - October 2006
Gabler Molis & Company, CPAs October 2005 - June 2006
Junco and Kierzynski, CPAs January 2005 - October 2005
Raymond James May 2004 - October 2004
Skills
Real Estate, Investment Properties, First Time Home Buyers, Real Estate Transactions, Sellers, Listings, Negotiation, Buyer Representation, Foreclosures, Short Sales, REO, New Home Sales, Single Family Homes, Relocation, Buyers, Sales, Accounting
Education
Georgia Southern University - College of Business Administration 2013 — 2014
Master's of Accountancy, Accounting, 3.80
University of South Florida 2001 — 2006
Bachelor of Science, Accounting
Frederick Lane's Raymond James Experience May 2009 - December 2014
Job Founder and Managing Partner, Lane Generational
Industry Investment Management
Experience
Lane Generational of Raymond James January 2015 - Present
Raymond James May 2009 - December 2014
Lane, Berry & Co., International 2002 - 2009
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1976 - 2000
Education
Harvard Business School 1971 — 1973
MBA
Harvard University 1967 — 1971
A.B., General Studies
Lane Generational of Raymond James January 2015 - Present
Raymond James May 2009 - December 2014
Lane, Berry & Co., International 2002 - 2009
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1976 - 2000
Education
Harvard Business School 1971 — 1973
MBA
Harvard University 1967 — 1971
A.B., General Studies
Patrick Nash Patrick Nash's Raymond James Experience March 1989 - January 1995
Job Contact Center System Integrator
Industry Information Technology and Services
Experience
Verint October 2012 - Present
Aspect Software(formerly divine Inc., eShare Communications, Melita International) January 2003 - October 2012
Melita International 1995 - 2003
Raymond James March 1989 - January 1995
Skills
Solution Selling, IVR, CTI, Enterprise Software, SaaS, Call Center, Unified Communications, Telecommunications, Professional Services, Contact Centers, Salesforce.com, Cloud Computing, Integration, Business Analysis, Business Intelligence, ACD, SDLC, CRM, VoIP, SIP, System Deployment, Vendor Management, Data Center, Solution Architecture, SharePoint, Pre-sales, Networking, Telephony, Avaya, IP, Managed Services, Cisco Technologies, Product Management, Disaster Recovery, Business Process, Service Delivery, Outsourcing, Sales Engineering, Workforce Management, Channel Partners, TCP/IP, Software Project..., Virtualization, Technical Support, Go-to-market Strategy, Software Industry, Consulting, PMP, Enterprise Architecture, Customer Experience
Education
Georgia State University
MBA
University of Florida
BS, Economics
University of Florida
BA, Political Science
Verint October 2012 - Present
Aspect Software(formerly divine Inc., eShare Communications, Melita International) January 2003 - October 2012
Melita International 1995 - 2003
Raymond James March 1989 - January 1995
Skills
Solution Selling, IVR, CTI, Enterprise Software, SaaS, Call Center, Unified Communications, Telecommunications, Professional Services, Contact Centers, Salesforce.com, Cloud Computing, Integration, Business Analysis, Business Intelligence, ACD, SDLC, CRM, VoIP, SIP, System Deployment, Vendor Management, Data Center, Solution Architecture, SharePoint, Pre-sales, Networking, Telephony, Avaya, IP, Managed Services, Cisco Technologies, Product Management, Disaster Recovery, Business Process, Service Delivery, Outsourcing, Sales Engineering, Workforce Management, Channel Partners, TCP/IP, Software Project..., Virtualization, Technical Support, Go-to-market Strategy, Software Industry, Consulting, PMP, Enterprise Architecture, Customer Experience
Education
Georgia State University
MBA
University of Florida
BS, Economics
University of Florida
BA, Political Science
Crystal Warren CEBS, CPC Crystal Warren CEBS, CPC's Raymond James Experience May 2011 - Present
Job Retirement Consultant/ Financial Advisor
Industry Financial Services
Experience
Raymond James May 2011 - Present
Holmes Murphy Financial Services May 2007 - May 2011
Principal 2005 - 2006
ABN AMRO 2001 - 2004
Chicago Trust 1999 - 2001
Aetna 1993 - 1999
ING 1993 - 1999
Transamerica 1980 - 1993
Skills
Retirement Plan..., Plan Review, Retirement, Investments, Securities, Employee Benefits, 401k, Series 7, Defined Benefit, Retirement Planning, Mutual Funds, Pensions, Investment Advisory, Asset Management, Wealth Management, Insurance, Asset Allocation, Financial Planning, Financial Advisory, Retirement Services, Portfolio Management, Investment Strategies, Compliance, Annuities, Series 63
Education
Saint Louis University 1985 — 1986
Finance
Northwestern University - Kellogg School of Management 1983 — 1986
Master of Business Administration (MBA), Finance, General
Illinois State University 1976 — 1980
BS, Business, Psychology
Raymond James May 2011 - Present
Holmes Murphy Financial Services May 2007 - May 2011
Principal 2005 - 2006
ABN AMRO 2001 - 2004
Chicago Trust 1999 - 2001
Aetna 1993 - 1999
ING 1993 - 1999
Transamerica 1980 - 1993
Skills
Retirement Plan..., Plan Review, Retirement, Investments, Securities, Employee Benefits, 401k, Series 7, Defined Benefit, Retirement Planning, Mutual Funds, Pensions, Investment Advisory, Asset Management, Wealth Management, Insurance, Asset Allocation, Financial Planning, Financial Advisory, Retirement Services, Portfolio Management, Investment Strategies, Compliance, Annuities, Series 63
Education
Saint Louis University 1985 — 1986
Finance
Northwestern University - Kellogg School of Management 1983 — 1986
Master of Business Administration (MBA), Finance, General
Illinois State University 1976 — 1980
BS, Business, Psychology
Sasa Pirc Sasa Pirc's Raymond James Experience January 2010 - January 2011
Job Web Product Manager at InterContinental Hotels Group
Industry Hospitality
Experience
InterContinental Hotels Group June 2014 - Present
InterContinental Hotels Group January 2011 - June 2014
Raymond James January 2010 - January 2011
Georgia State University August 2007 - January 2010
The Falls of Autry Mill June 2006 - August 2007
Optics Pirc October 1998 - July 2002
Skills
Financial Analysis, Business Development, Business Analysis, CRM, Strategic Planning, Team Building, Management, Forecasting, Salesforce.com, Strategic Financial..., Customer Service, Budgets, Process Improvement, Marketing, Account Management, New Business Development, Competitive Analysis, Business Strategy, Product Management, Web Marketing Strategy, Digital Marketing, AIPMM Certified Product..., Customer Relations, Series 7, Series 63, Networking, Building Relationships, Cross Functional Team...
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
MBA, Finance
Hawaii Pacific University 2002 — 2006
BA, International Business
280 Group
Certified Product Manager - AIPMM
InterContinental Hotels Group June 2014 - Present
InterContinental Hotels Group January 2011 - June 2014
Raymond James January 2010 - January 2011
Georgia State University August 2007 - January 2010
The Falls of Autry Mill June 2006 - August 2007
Optics Pirc October 1998 - July 2002
Skills
Financial Analysis, Business Development, Business Analysis, CRM, Strategic Planning, Team Building, Management, Forecasting, Salesforce.com, Strategic Financial..., Customer Service, Budgets, Process Improvement, Marketing, Account Management, New Business Development, Competitive Analysis, Business Strategy, Product Management, Web Marketing Strategy, Digital Marketing, AIPMM Certified Product..., Customer Relations, Series 7, Series 63, Networking, Building Relationships, Cross Functional Team...
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
MBA, Finance
Hawaii Pacific University 2002 — 2006
BA, International Business
280 Group
Certified Product Manager - AIPMM
Rose Riley's Raymond James Experience May 1999 - August 2002
Job Office Manager at Eleven Atlantic, LLC
Industry Financial Services
Experience
Eleven Atlantic, LLC October 2008 - Present
Pesterfield Capital Management November 2003 - October 2008
Raymond James May 1999 - August 2002
Skills
Series 7, Microsoft Office, Customer Service, Event Planning, Project Management, Event Management, Sales, Investments, Account Management, Administrative..., Finance, Insurance
Education
Florida State University
BA, Business
Eleven Atlantic, LLC October 2008 - Present
Pesterfield Capital Management November 2003 - October 2008
Raymond James May 1999 - August 2002
Skills
Series 7, Microsoft Office, Customer Service, Event Planning, Project Management, Event Management, Sales, Investments, Account Management, Administrative..., Finance, Insurance
Education
Florida State University
BA, Business
Anita Lynch Anita Lynch's Raymond James Experience January 2011 - Present
Job Registered Sales Associate II at Raymond James
Industry Financial Services
Experience
Raymond James January 2011 - Present
Morgan Keegan & Co., Inc. August 2007 - July 2009
SunTrust Investment Services December 2001 - August 2007
Nationwide Financial March 1994 - March 2001
Skills
Series 6, Series 7,...
Education
Franklin University
Bachelor of Business Administration (BBA)
Raymond James January 2011 - Present
Morgan Keegan & Co., Inc. August 2007 - July 2009
SunTrust Investment Services December 2001 - August 2007
Nationwide Financial March 1994 - March 2001
Skills
Series 6, Series 7,...
Education
Franklin University
Bachelor of Business Administration (BBA)
Susan Saunders, WMS Susan Saunders, WMS's Raymond James Experience July 2005 - Present
Job Senior Vice President, Investments / Wealth Management Specialist / Investment Management Consultant at Raymond James
Industry Financial Services
Experience
Raymond James July 2005 - Present
Smith Barney November 1994 - July 2005
Prudential Securities March 1993 - November 1994
Prudential Securities February 1992 - March 1993
Prudential Financial June 1990 - February 1992
Education
University of North Florida - College of Business Administration 1983 — 1985
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Georgia Southern University 1981 — 1984
Accounting and Finance
Raymond James July 2005 - Present
Smith Barney November 1994 - July 2005
Prudential Securities March 1993 - November 1994
Prudential Securities February 1992 - March 1993
Prudential Financial June 1990 - February 1992
Education
University of North Florida - College of Business Administration 1983 — 1985
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Georgia Southern University 1981 — 1984
Accounting and Finance
Michelle Glaze's Raymond James Experience January 2004 - August 2004
Job Programmer Analyst at Baptist Health
Industry Hospital & Health Care
Experience
Baptist Health December 2013 - Present
Baptist Health September 2010 - December 2013
Humana Insurance Company July 2009 - September 2010
The Walt Disney Company June 2008 - March 2009
The Walt Disney Company October 2006 - June 2008
Georgia Department of Audits and Accounts February 2005 - September 2006
The Walt Disney Company December 2002 - September 2006
University of South Florida January 2003 - December 2004
Raymond James January 2004 - August 2004
The Walt Disney Company April 2002 - December 2002
Skills
Data Analysis, Auditing, Testing, Process Automation, Access, SAP, Financial Analysis, Microsoft Excel, PeopleSoft, Crystal Reports, Microsoft Office, Process Improvement, PowerPoint, Internal Audit, Microsoft Word, MDX, SQL, VBA, Host Analytics, Dimensional Insight..., Accounting, Financial Reporting, SharePoint
Education
University of South Florida 2003 — 2004
MS, MIS
Georgia Southern University - College of Business Administration 1996 — 2000
BBA, Accounting
Baptist Health December 2013 - Present
Baptist Health September 2010 - December 2013
Humana Insurance Company July 2009 - September 2010
The Walt Disney Company June 2008 - March 2009
The Walt Disney Company October 2006 - June 2008
Georgia Department of Audits and Accounts February 2005 - September 2006
The Walt Disney Company December 2002 - September 2006
University of South Florida January 2003 - December 2004
Raymond James January 2004 - August 2004
The Walt Disney Company April 2002 - December 2002
Skills
Data Analysis, Auditing, Testing, Process Automation, Access, SAP, Financial Analysis, Microsoft Excel, PeopleSoft, Crystal Reports, Microsoft Office, Process Improvement, PowerPoint, Internal Audit, Microsoft Word, MDX, SQL, VBA, Host Analytics, Dimensional Insight..., Accounting, Financial Reporting, SharePoint
Education
University of South Florida 2003 — 2004
MS, MIS
Georgia Southern University - College of Business Administration 1996 — 2000
BBA, Accounting
Charles Lorigo Charles Lorigo's Raymond James Experience May 2010 - February 2011
Job
Industry Computer Software
Experience
PricewaterhouseCoopers LLP October 2013 - Present
Raymond James Financial Inc. January 2013 - September 2013
Raymond James Financial Inc. August 2012 - December 2012
HP Enterprise Services January 2012 - November 2012
Raymond James Financial Inc. July 2010 - December 2011
Raymond James May 2010 - February 2011
Raymond James April 2006 - June 2010
Raymond James Financial April 2004 - April 2006
Raymond James Financial April 2002 - April 2004
Retrieval Dynamics March 2001 - April 2003
Skills
SOA, SDLC, SharePoint, Microsoft SQL Server, Enterprise Architecture, Software Development, C#, SQL, Integration, T-SQL, ASP.NET, WCF, Requirements Analysis, UML, Visual Studio, Databases, Web Applications, Requirements Gathering, Architecture, Agile Methodologies, Enterprise Software, SSRS, JavaScript, Software Project..., .NET, Design Patterns, Web Services, C++, Active Directory, Microsoft Technologies, Microsoft CRM, Application Architecture, Security, Solution Architecture, Scrum, Java, IIS, Database Design, HTML 5, Web Development, jQuery, High Availability, Identity Management, AngularJS, Hadoop, SOLR, HBase, Hive, Linux, Ambari
Education
Georgia State University 1990 — 1994
BS
PricewaterhouseCoopers LLP October 2013 - Present
Raymond James Financial Inc. January 2013 - September 2013
Raymond James Financial Inc. August 2012 - December 2012
HP Enterprise Services January 2012 - November 2012
Raymond James Financial Inc. July 2010 - December 2011
Raymond James May 2010 - February 2011
Raymond James April 2006 - June 2010
Raymond James Financial April 2004 - April 2006
Raymond James Financial April 2002 - April 2004
Retrieval Dynamics March 2001 - April 2003
Skills
SOA, SDLC, SharePoint, Microsoft SQL Server, Enterprise Architecture, Software Development, C#, SQL, Integration, T-SQL, ASP.NET, WCF, Requirements Analysis, UML, Visual Studio, Databases, Web Applications, Requirements Gathering, Architecture, Agile Methodologies, Enterprise Software, SSRS, JavaScript, Software Project..., .NET, Design Patterns, Web Services, C++, Active Directory, Microsoft Technologies, Microsoft CRM, Application Architecture, Security, Solution Architecture, Scrum, Java, IIS, Database Design, HTML 5, Web Development, jQuery, High Availability, Identity Management, AngularJS, Hadoop, SOLR, HBase, Hive, Linux, Ambari
Education
Georgia State University 1990 — 1994
BS
Philip Stein, CFP's Raymond James Experience July 1996 - August 2001
Job Senior Vice President, Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2007 - Present
UBS Wealth Management September 2001 - August 2007
Raymond James July 1996 - August 2001
Education
Hofstra University 1987 — 1990
MBA, Finance and Banking
SUNY at Albany 1980 — 1984
BS, Economics
Morgan Stanley Smith Barney August 2007 - Present
UBS Wealth Management September 2001 - August 2007
Raymond James July 1996 - August 2001
Education
Hofstra University 1987 — 1990
MBA, Finance and Banking
SUNY at Albany 1980 — 1984
BS, Economics
Robert Higgins Robert Higgins's Raymond James Experience October 2004 - December 2009
Job Senior Financial Advisor at Fulcrum Capital Partners, LLC
Industry Financial Services
Experience
Fulcrum Capital Partners, LLC December 2009 - Present
Raymond James October 2004 - December 2009
BagYourRewards.com January 2009 - November 2009
PayStream Advisors January 2007 - December 2007
The Active Network 1999 - 2004
Jim McLean Golf School - Doral Resort & Spa June 1997 - September 1999
Coral Gables Federal S&L September 1993 - September 1995
Skills
Retirement Planning, Wealth Management, Business Strategy, Business Planning, Leadership, Management, Project Management, Integration, Mergers & Acquisitions, Databases, Human Resources, Enterprise Software, Life Insurance, Disability Insurance, Term Life Insurance, Small Business
Education
St. Thomas University 1995 — 1997
M.S., Sports Administration
Hobart and William Smith Colleges 1989 — 1993
B.A., Economics
Fulcrum Capital Partners, LLC December 2009 - Present
Raymond James October 2004 - December 2009
BagYourRewards.com January 2009 - November 2009
PayStream Advisors January 2007 - December 2007
The Active Network 1999 - 2004
Jim McLean Golf School - Doral Resort & Spa June 1997 - September 1999
Coral Gables Federal S&L September 1993 - September 1995
Skills
Retirement Planning, Wealth Management, Business Strategy, Business Planning, Leadership, Management, Project Management, Integration, Mergers & Acquisitions, Databases, Human Resources, Enterprise Software, Life Insurance, Disability Insurance, Term Life Insurance, Small Business
Education
St. Thomas University 1995 — 1997
M.S., Sports Administration
Hobart and William Smith Colleges 1989 — 1993
B.A., Economics
Scott Medalen's Raymond James Experience July 2007 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James July 2007 - Present
UBS Wealth Management July 1995 - June 2007
OLDE Stockbrokers June 1994 - June 1995
Education
Indiana University - Kelley School of Business 1990 — 1994
1994, Finance
Indiana University Bloomington 1990 — 1994
B.S., Finance Major, Econ Minor
Raymond James July 2007 - Present
UBS Wealth Management July 1995 - June 2007
OLDE Stockbrokers June 1994 - June 1995
Education
Indiana University - Kelley School of Business 1990 — 1994
1994, Finance
Indiana University Bloomington 1990 — 1994
B.S., Finance Major, Econ Minor
Jim Eller Jim Eller's Raymond James Experience June 2011 - Present
Job Senior Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James June 2011 - Present
Max McGraw Wildlife Foundation 2012 - 2013
Howe Barnes Hoefer & Arnett, A Subsidiary of Raymond James June 2000 - June 2011
First Union Securities June 1996 - May 2000
Principal Financial Group March 1992 - June 1996
Education
Illinois State University
Bachelors, Finance
Raymond James June 2011 - Present
Max McGraw Wildlife Foundation 2012 - 2013
Howe Barnes Hoefer & Arnett, A Subsidiary of Raymond James June 2000 - June 2011
First Union Securities June 1996 - May 2000
Principal Financial Group March 1992 - June 1996
Education
Illinois State University
Bachelors, Finance
Curtis Campbell's Raymond James Experience August 2006 - December 2012
Job Director, Client Services Intermedix
Industry Insurance
Experience
Intermedix December 2012 - Present
Raymond James August 2006 - December 2012
Sprinkle Consulting, Inc November 2005 - August 2006
Unique Management Services, Inc January 2000 - January 2005
Skills
Financial Analysis, Management, Finance, Analysis, Payroll, Accounting, Budgets, Project Planning, Human Resources, Cross-functional Team..., Managerial Finance, Insurance, Accounts Receivable, Accounts Payable, Employee Benefits, Data Analysis, Microsoft Office, Tax, Sales
Education
The Southern Baptist Theological Seminary 1998 — 2020
Masters of Divinity
Florida State University 1994 — 1998
Bachelors, Finance
Intermedix December 2012 - Present
Raymond James August 2006 - December 2012
Sprinkle Consulting, Inc November 2005 - August 2006
Unique Management Services, Inc January 2000 - January 2005
Skills
Financial Analysis, Management, Finance, Analysis, Payroll, Accounting, Budgets, Project Planning, Human Resources, Cross-functional Team..., Managerial Finance, Insurance, Accounts Receivable, Accounts Payable, Employee Benefits, Data Analysis, Microsoft Office, Tax, Sales
Education
The Southern Baptist Theological Seminary 1998 — 2020
Masters of Divinity
Florida State University 1994 — 1998
Bachelors, Finance
Robin Kennedy's Raymond James Experience July 1998 - July 2001
Job
Industry Hospitality
Experience
Pebblebrook Hotel Trust May 2011 - Present
Marriott International June 2007 - May 2011
Marriott International October 2003 - June 2007
Raymond James July 1998 - July 2001
Education
Harvard Business School 2001 — 2003
University of North Carolina, Chapel Hill 1994 — 1998
BA, Economics / Business
Pebblebrook Hotel Trust May 2011 - Present
Marriott International June 2007 - May 2011
Marriott International October 2003 - June 2007
Raymond James July 1998 - July 2001
Education
Harvard Business School 2001 — 2003
University of North Carolina, Chapel Hill 1994 — 1998
BA, Economics / Business
Matthew Brinckerhoff, AAMS Matthew Brinckerhoff, AAMS's Raymond James Experience January 2008 - Present
Job Associate Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James January 2008 - Present
A.G. Edwards & Sons, Inc. September 2001 - January 2008
Education
Florida State University 1997 — 2001
Bachelor's, Marketing
Dr Phillips High School
Raymond James January 2008 - Present
A.G. Edwards & Sons, Inc. September 2001 - January 2008
Education
Florida State University 1997 — 2001
Bachelor's, Marketing
Dr Phillips High School
Tom Thomas Tom Thomas's Raymond James Experience July 1995 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James July 1995 - Present
Skills
Management, Team Building, Leadership, Financial Advisory, Securities, Finance
Education
University of South Carolina - Darla Moore School of Business 1991 — 1993
MBA
Furman University 1983 — 1987
Bus. Admin., B.A.
Raymond James July 1995 - Present
Skills
Management, Team Building, Leadership, Financial Advisory, Securities, Finance
Education
University of South Carolina - Darla Moore School of Business 1991 — 1993
MBA
Furman University 1983 — 1987
Bus. Admin., B.A.
Steve Crabtree, CFP® Steve Crabtree, CFP®'s Raymond James Experience September 2008 - Present
Job Senior Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James September 2008 - Present
Melrose Place 2012 - 2013
UBS Financial Services June 2000 - September 2008
J C Bradford & Co November 1983 - June 2000
Education
University of Tennessee-Knoxville - College of Business Administration 1971 — 1975
BS, General Business
Hillwood High School 1969 — 1971
Raymond James September 2008 - Present
Melrose Place 2012 - 2013
UBS Financial Services June 2000 - September 2008
J C Bradford & Co November 1983 - June 2000
Education
University of Tennessee-Knoxville - College of Business Administration 1971 — 1975
BS, General Business
Hillwood High School 1969 — 1971
Pavan Jagalur Pavan Jagalur's Raymond James Experience July 2006 - December 2006
Job Senior Information Security Consultant Special Projects Team Lead
Industry Public Policy
Experience
U.S. Department of Homeland Security January 2015 - Present
CEB May 2011 - November 2014
Ashoka April 2012 - July 2012
Social Compact August 2008 - May 2011
Kaplan Test Prep June 2008 - August 2008
Freedom Health December 2006 - June 2007
Raymond James July 2006 - December 2006
Mediquest Research Group June 2006 - September 2006
Skills
Policy Analysis, Stata, Public Policy, Qualitative Research, Data Analysis, SAS, Non-profits, Research, International..., Quantitative Research, Economic Development, Market Research, Community Development, Strategic Planning, Vovici, R, SPSS, Microsoft Excel, Java, Analysis, Policy, Writing
Education
Georgetown University 2007 — 2009
Masters, Public Policy
Northwestern University 2002 — 2006
BA, Political Science, History, Pre-Med
Vanguard High 1998 — 2002
U.S. Department of Homeland Security January 2015 - Present
CEB May 2011 - November 2014
Ashoka April 2012 - July 2012
Social Compact August 2008 - May 2011
Kaplan Test Prep June 2008 - August 2008
Freedom Health December 2006 - June 2007
Raymond James July 2006 - December 2006
Mediquest Research Group June 2006 - September 2006
Skills
Policy Analysis, Stata, Public Policy, Qualitative Research, Data Analysis, SAS, Non-profits, Research, International..., Quantitative Research, Economic Development, Market Research, Community Development, Strategic Planning, Vovici, R, SPSS, Microsoft Excel, Java, Analysis, Policy, Writing
Education
Georgetown University 2007 — 2009
Masters, Public Policy
Northwestern University 2002 — 2006
BA, Political Science, History, Pre-Med
Vanguard High 1998 — 2002
Bob Kurvin's Raymond James Experience April 1983 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James April 1983 - Present
Jacaranda West Country Club January 1975 - December 1982
Skills
Marketing, Customer Service, Investments, Securities, Public Speaking, Marketing Strategy, Retirement Planning, Asset Allocation, Finance, Mutual Funds
Education
Florida State University 1959 — 1963
Bachelor's degree, Political Science and Government
Raymond James April 1983 - Present
Jacaranda West Country Club January 1975 - December 1982
Skills
Marketing, Customer Service, Investments, Securities, Public Speaking, Marketing Strategy, Retirement Planning, Asset Allocation, Finance, Mutual Funds
Education
Florida State University 1959 — 1963
Bachelor's degree, Political Science and Government
William Valdes's Raymond James Experience January 2014 - September 2014
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2014 - Present
Raymond James January 2014 - September 2014
Raymond James - Morgan Keegan July 2011 - January 2014
Regions Bank July 2008 - June 2011
BankAtlantic March 2006 - April 2008
BankAtlantic March 2002 - March 2006
Skills
Portfolio Management, Risk Management, Financial Modeling, Investments, Sales, Microsoft Excel, Leadership, Time Management, Teamwork, Customer Service, Commercial Lending, Commercial Banking, Banking, Microsoft Office
Education
Florida State University 2008 — 2011
BA, Finance, Economics
Morgan Stanley Wealth Management October 2014 - Present
Raymond James January 2014 - September 2014
Raymond James - Morgan Keegan July 2011 - January 2014
Regions Bank July 2008 - June 2011
BankAtlantic March 2006 - April 2008
BankAtlantic March 2002 - March 2006
Skills
Portfolio Management, Risk Management, Financial Modeling, Investments, Sales, Microsoft Excel, Leadership, Time Management, Teamwork, Customer Service, Commercial Lending, Commercial Banking, Banking, Microsoft Office
Education
Florida State University 2008 — 2011
BA, Finance, Economics
Kennedy Nilsson's Raymond James Experience September 2014 - Present
Job Financial Advisor with the Silverman Group at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James September 2014 - Present
Raymond James April 2014 - September 2014
Raymond James November 2012 - April 2014
Raymond James July 2012 - November 2012
Florida State University Student Investment Fund August 2011 - August 2012
The Saturday Evening Post Society May 2010 - August 2010
Collision on Wheels of Birmingham March 2009 - November 2009
Okaloosa County Department of Public Safety May 2006 - August 2009
Skills
Excel, Corporate Finance, Word, Microsoft Office, PowerPoint, Writing, Research, Financial Analysis, Data Analysis, Small Business, Financial Modeling, Forecasting, Mergers, Spanish, Business Strategy, Microsoft Excel, Finance, Public Speaking, Investments, Analysis, Social Media, Portfolio Management, Customer Service
Education
Florida State University - College of Business 2007 — 2012
M.S., B.S., Finance
Raymond James September 2014 - Present
Raymond James April 2014 - September 2014
Raymond James November 2012 - April 2014
Raymond James July 2012 - November 2012
Florida State University Student Investment Fund August 2011 - August 2012
The Saturday Evening Post Society May 2010 - August 2010
Collision on Wheels of Birmingham March 2009 - November 2009
Okaloosa County Department of Public Safety May 2006 - August 2009
Skills
Excel, Corporate Finance, Word, Microsoft Office, PowerPoint, Writing, Research, Financial Analysis, Data Analysis, Small Business, Financial Modeling, Forecasting, Mergers, Spanish, Business Strategy, Microsoft Excel, Finance, Public Speaking, Investments, Analysis, Social Media, Portfolio Management, Customer Service
Education
Florida State University - College of Business 2007 — 2012
M.S., B.S., Finance
Ryan Johns, JD, MBA's Raymond James Experience May 2006 - February 2007
Job High Impact Strategies for a Better Future
Industry Financial Services
Experience
Snyder Financial Group Inc July 2014 - Present
The Strategic Financial Alliance September 2014 - Present
Integrity Neurodiagnostic, LLC June 2013 - February 2014
Kubicki Draper December 2008 - June 2013
Hightower & Partners December 2007 - December 2008
Raymond James May 2006 - February 2007
Education
Florida State University 1999 — 2003
Bachelor's Degree
Stetson University 2005 — 2007
Master of Business Administration (M.B.A.)
Stetson University College of Law 2004 — 2007
Juris Doctor (J.D.)
C. Leon King High School 1996 — 1999
High School
Snyder Financial Group Inc July 2014 - Present
The Strategic Financial Alliance September 2014 - Present
Integrity Neurodiagnostic, LLC June 2013 - February 2014
Kubicki Draper December 2008 - June 2013
Hightower & Partners December 2007 - December 2008
Raymond James May 2006 - February 2007
Education
Florida State University 1999 — 2003
Bachelor's Degree
Stetson University 2005 — 2007
Master of Business Administration (M.B.A.)
Stetson University College of Law 2004 — 2007
Juris Doctor (J.D.)
C. Leon King High School 1996 — 1999
High School
Amanda Murphy Amanda Murphy's Raymond James Experience 1999 - Present
Job Vice President, Investments
Industry Financial Services
Experience
Raymond James 1999 - Present
Education
Florida State University 1989 — 1992
Bachelor's degree, Political Science and Government
St. Petersburg College
Raymond James 1999 - Present
Education
Florida State University 1989 — 1992
Bachelor's degree, Political Science and Government
St. Petersburg College
Erica Fennell's Raymond James Experience January 2013 - Present
Job Sales Associate at Raymond James
Industry Financial Services
Experience
Raymond James January 2013 - Present
Talagy August 2012 - January 2013
Glass Doctor December 2011 - July 2012
Nationwide Insurance January 2010 - October 2011
Skills
Customer Service, Recruiting, Sourcing, Temporary Placement, Administrative..., Call Center, commercial ins, Direct Hires, Sales, Payroll, Microsoft Office, Lotus Notes, Outlook, avionte, Administrative Law, College Recruiting, Commercial Real Estate, Interviews, Hiring, Cold Calling, Employee Benefits, Screening, Talent Acquisition, PeopleSoft, Training, Insurance, Performance Management, Microsoft Word, Microsoft Excel, PowerPoint, Data Entry, Facials, Client Consultation, High Frequency Machine, Iontosonic Machine, Microdermabrasion, Waxing, Chemical Peels, Body Wraps and Body..., Galvonic Machine
Education
Heritage Institute-Jacksonville 2012 — 2013
Occupational Associate of Science, Esthetics
Bradford High School 1998 — 2002
Raymond James January 2013 - Present
Talagy August 2012 - January 2013
Glass Doctor December 2011 - July 2012
Nationwide Insurance January 2010 - October 2011
Skills
Customer Service, Recruiting, Sourcing, Temporary Placement, Administrative..., Call Center, commercial ins, Direct Hires, Sales, Payroll, Microsoft Office, Lotus Notes, Outlook, avionte, Administrative Law, College Recruiting, Commercial Real Estate, Interviews, Hiring, Cold Calling, Employee Benefits, Screening, Talent Acquisition, PeopleSoft, Training, Insurance, Performance Management, Microsoft Word, Microsoft Excel, PowerPoint, Data Entry, Facials, Client Consultation, High Frequency Machine, Iontosonic Machine, Microdermabrasion, Waxing, Chemical Peels, Body Wraps and Body..., Galvonic Machine
Education
Heritage Institute-Jacksonville 2012 — 2013
Occupational Associate of Science, Esthetics
Bradford High School 1998 — 2002
Nicole Shepherd Nicole Shepherd's Raymond James Experience November 2014 - July 2015
Job Customer & Sales Specialist
Industry Financial Services
Experience
Raymond James November 2014 - July 2015
Raymond James Financial Services May 2009 - October 2014
Smith Barney March 2008 - May 2009
Smith Barney November 2003 - January 2008
Skills
Project Management, Sales Operations, Event Planning, Marketing Communications, Financial Services, Client Services, Marketing
Education
Grand Valley State University 2000 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Raymond James November 2014 - July 2015
Raymond James Financial Services May 2009 - October 2014
Smith Barney March 2008 - May 2009
Smith Barney November 2003 - January 2008
Skills
Project Management, Sales Operations, Event Planning, Marketing Communications, Financial Services, Client Services, Marketing
Education
Grand Valley State University 2000 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
David Liebman David Liebman's Raymond James Experience September 2010 - November 2010
Job Fanatics
Industry Information Services
Experience
Fanatics, Inc. October 2012 - Present
Hunter Warfield July 2012 - October 2012
AgileThought October 2011 - July 2012
Bisk Education February 2011 - October 2011
Geographic Solutions 2010 - 2011
Raymond James September 2010 - November 2010
Bisk Education April 2010 - August 2010
Sapphire Technologies (Verizon) October 2009 - March 2010
Tampa General Hospital July 2007 - September 2009
JPMorganChase March 2005 - June 2007
Skills
SSRS, SSIS, .Net, T-SQL, Crystal Reports, Microsoft SQL Server, VB.NET, Visual Studio, XML, JavaScript, ASP, VBScript, PL/SQL, Database Design, ASP.NET, SharePoint, IIS, C#, .NET, ETL, LINQ, SQL, WCF, Databases, Oracle, Dependable Team Player, Software Documentation, ASP.NET MVC, Data Warehousing, Performance Tuning, SDLC, Software Development, Visual Basic
Education
Full Sail University 2010 — 2014
BA, Web Design and Development Bachelors
NMB 1985 — 1988
Diploma, General High School Diploma
Cortiva
Fanatics, Inc. October 2012 - Present
Hunter Warfield July 2012 - October 2012
AgileThought October 2011 - July 2012
Bisk Education February 2011 - October 2011
Geographic Solutions 2010 - 2011
Raymond James September 2010 - November 2010
Bisk Education April 2010 - August 2010
Sapphire Technologies (Verizon) October 2009 - March 2010
Tampa General Hospital July 2007 - September 2009
JPMorganChase March 2005 - June 2007
Skills
SSRS, SSIS, .Net, T-SQL, Crystal Reports, Microsoft SQL Server, VB.NET, Visual Studio, XML, JavaScript, ASP, VBScript, PL/SQL, Database Design, ASP.NET, SharePoint, IIS, C#, .NET, ETL, LINQ, SQL, WCF, Databases, Oracle, Dependable Team Player, Software Documentation, ASP.NET MVC, Data Warehousing, Performance Tuning, SDLC, Software Development, Visual Basic
Education
Full Sail University 2010 — 2014
BA, Web Design and Development Bachelors
NMB 1985 — 1988
Diploma, General High School Diploma
Cortiva
Geanine Niverson Geanine Niverson's Raymond James Experience April 2009 - Present
Job Registered Client Service Associate at Raymond James
Industry Financial Services
Experience
Raymond James April 2009 - Present
NatCity Investments May 1995 - April 2009
Skills
Securities, Series 7, Series 63, Life Insurance
Education
Indiana Business College 1990 — 1992
Associate, Accounting
Mississinewa high School 1982 — 1986
Raymond James April 2009 - Present
NatCity Investments May 1995 - April 2009
Skills
Securities, Series 7, Series 63, Life Insurance
Education
Indiana Business College 1990 — 1992
Associate, Accounting
Mississinewa high School 1982 — 1986
Grady McConnell Grady McConnell's Raymond James Experience May 2009 - August 2011
Job JMP Group, Technology Investment Banking
Industry Investment Banking
Experience
JMP Securities November 2013 - Present
The Riverside Company September 2011 - June 2013
Raymond James May 2009 - August 2011
Lane Berry (acquired by Raymond James) July 2008 - May 2009
Skills
Financial Modeling, Investment Banking, Private Equity, Financial Analysis, Due Diligence, Corporate Finance, Business Strategy, Investments, Valuation, Mergers, Corporate Development
Education
Georgetown University - The McDonough School of Business 2004 — 2008
BSBA, Management, Operations
Capistrano Valley High School 2000 — 2004
JMP Securities November 2013 - Present
The Riverside Company September 2011 - June 2013
Raymond James May 2009 - August 2011
Lane Berry (acquired by Raymond James) July 2008 - May 2009
Skills
Financial Modeling, Investment Banking, Private Equity, Financial Analysis, Due Diligence, Corporate Finance, Business Strategy, Investments, Valuation, Mergers, Corporate Development
Education
Georgetown University - The McDonough School of Business 2004 — 2008
BSBA, Management, Operations
Capistrano Valley High School 2000 — 2004
Wip McCuen Wip McCuen's Raymond James Experience July 2008 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James July 2008 - Present
Skills
Retirement Planning, Insurance
Education
Georgia Institute of Technology
BS Industrial Management, Business
Raymond James July 2008 - Present
Skills
Retirement Planning, Insurance
Education
Georgia Institute of Technology
BS Industrial Management, Business
Laura Dzibinski, CRPC's Raymond James Experience Administrative AssistantStudley Real EstateJanuary 2000 - May 2002
Job Software Support Analyst at Raymond James
Industry Financial Services
Experience
Raymond James Administrative AssistantStudley Real EstateJanuary 2000 - May 2002
Education
Florida State University 1993 — 1997
Bachelor of Science (BS), Clothing, Textiles, Merchandising
Clearwater Central Catholic HS. 1990 — 1993
Raymond James Administrative AssistantStudley Real EstateJanuary 2000 - May 2002
Education
Florida State University 1993 — 1997
Bachelor of Science (BS), Clothing, Textiles, Merchandising
Clearwater Central Catholic HS. 1990 — 1993
Bryant Carter Bryant Carter's Raymond James Experience February 2015 - Present
Job Investment/Portfolio Specialist at Nelson Wealth Managers of Raymond James
Industry Financial Services
Experience
Raymond James February 2015 - Present
Scottrade July 2014 - February 2015
EcoHorizon Energy August 2013 - June 2014
Fidelity Investments September 2006 - August 2013
Wachovia Securities October 2002 - September 2006
Public Allies Delaware 2001 - 2002
Skills
Series 7, Series 63, Retirement Planning, Investments, Wealth Management, Asset Allocation, Retirement, Mutual Funds, Finance, Investment Advisory, Uniform Combined State..., 401k, Securities, Alternative Investments, Investment Strategies
Education
Hampden-Sydney College 1995 — 1999
BS, Biology
Raymond James February 2015 - Present
Scottrade July 2014 - February 2015
EcoHorizon Energy August 2013 - June 2014
Fidelity Investments September 2006 - August 2013
Wachovia Securities October 2002 - September 2006
Public Allies Delaware 2001 - 2002
Skills
Series 7, Series 63, Retirement Planning, Investments, Wealth Management, Asset Allocation, Retirement, Mutual Funds, Finance, Investment Advisory, Uniform Combined State..., 401k, Securities, Alternative Investments, Investment Strategies
Education
Hampden-Sydney College 1995 — 1999
BS, Biology
Reuben Coopwood's Raymond James Experience May 2012 - July 2012
Job Analyst at J.P. Morgan Asset Management
Industry Investment Banking
Experience
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan May 2013 - August 2013
Raymond James May 2012 - July 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Fixed Income, Asset Management, Data Analysis, Research
Education
Georgia Institute of Technology 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan May 2013 - August 2013
Raymond James May 2012 - July 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Fixed Income, Asset Management, Data Analysis, Research
Education
Georgia Institute of Technology 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Duane Chaney, CFP® Duane Chaney, CFP®'s Raymond James Experience June 2004 - Present
Job CERTIFIED FINANCIAL PLANNER™ and Charity Event Founder
Industry Financial Services
Experience
Madisen's Match May 2008 - Present
Raymond James June 2004 - Present
MassMutual Financial Group August 2001 - June 2004
Skills
Insurance Planning, Financial Planning, Retirement Income..., Estate Planning, Wealth Management, Long Term Care Insurance, Investment Management, Investment Strategies, Finance, Mutual Funds, Asset Allocation, High Net Worth..., Retirement, Investments, Securities
Education
The American College 2010 — 2012
CERTIFIED FINANCIAL PLANNER™ designation, Certified financial planner curriculum
Frostburg State University 1996 — 2000
Bachelor of Science, Finance
Madisen's Match May 2008 - Present
Raymond James June 2004 - Present
MassMutual Financial Group August 2001 - June 2004
Skills
Insurance Planning, Financial Planning, Retirement Income..., Estate Planning, Wealth Management, Long Term Care Insurance, Investment Management, Investment Strategies, Finance, Mutual Funds, Asset Allocation, High Net Worth..., Retirement, Investments, Securities
Education
The American College 2010 — 2012
CERTIFIED FINANCIAL PLANNER™ designation, Certified financial planner curriculum
Frostburg State University 1996 — 2000
Bachelor of Science, Finance
Daniel Kleinheksel Daniel Kleinheksel's Raymond James Experience August 2007 - Present
Job Vice President, Investments MKS Wealth Advisors of Raymond James
Industry Financial Services
Experience
Raymond James August 2007 - Present
Hilliard Lyons July 1995 - August 2007
Skills
Wealth Management, Retirement Planning, Financial Planning, Qualified Retirement..., College Education..., Investment Management, Qualfied Plan Rollover, Employee Stock Options, Mutual Funds, Tactical Asset..., Global Tactical Asset..., Dynamic Asset Allocation, Investment Strategies
Education
Hope College 1991 — 1995
BA, Business Administration
Raymond James August 2007 - Present
Hilliard Lyons July 1995 - August 2007
Skills
Wealth Management, Retirement Planning, Financial Planning, Qualified Retirement..., College Education..., Investment Management, Qualfied Plan Rollover, Employee Stock Options, Mutual Funds, Tactical Asset..., Global Tactical Asset..., Dynamic Asset Allocation, Investment Strategies
Education
Hope College 1991 — 1995
BA, Business Administration
Matt Mastin Matt Mastin's Raymond James Experience July 2010 - June 2013
Job Investment Banking Analyst at Raymond James & Associates, Inc
Industry Investment Banking
Experience
Raymond James July 2010 - June 2013
Merrill Lynch June 2009 - August 2009
Education
UNC Chapel Hill 2006 — 2010
Business Administration, Finance
Freie Universität Berlin 2007 — 2007
German
Raymond James July 2010 - June 2013
Merrill Lynch June 2009 - August 2009
Education
UNC Chapel Hill 2006 — 2010
Business Administration, Finance
Freie Universität Berlin 2007 — 2007
German
Mack Bryson Mack Bryson's Raymond James Experience December 2008 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James December 2008 - Present
Strategic Planning Group, LLC 2006 - 2008
UBS Wealth Management 2004 - 2006
Skills
Wealth Management, Retirement Planning, Series 7, Business Planning, Estate Planning, Strategic Financial..., Investments, Wealth Accumulation, Wealth, Portfolio Management, Asset Management, Finance, Life Insurance
Education
Georgia Southern University - College of Business Administration 2000 — 2004
Finance, Financial Markets and Investments
Georgia Southern University
Raymond James December 2008 - Present
Strategic Planning Group, LLC 2006 - 2008
UBS Wealth Management 2004 - 2006
Skills
Wealth Management, Retirement Planning, Series 7, Business Planning, Estate Planning, Strategic Financial..., Investments, Wealth Accumulation, Wealth, Portfolio Management, Asset Management, Finance, Life Insurance
Education
Georgia Southern University - College of Business Administration 2000 — 2004
Finance, Financial Markets and Investments
Georgia Southern University
Brian Nemes, CFP® Brian Nemes, CFP®'s Raymond James Experience December 2009 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James December 2009 - Present
Kerr, Russell and Weber, PLC March 2005 - December 2009
NCR 2004 - 2005
Education
Georgetown University Law Center 2003 — 2004
LLM, Taxation
Michigan State University College of Law 2000 — 2003
JD
Michigan State University 1996 — 2000
B.A., Accounting
Raymond James December 2009 - Present
Kerr, Russell and Weber, PLC March 2005 - December 2009
NCR 2004 - 2005
Education
Georgetown University Law Center 2003 — 2004
LLM, Taxation
Michigan State University College of Law 2000 — 2003
JD
Michigan State University 1996 — 2000
B.A., Accounting
Igor Falaleyev's Raymond James Experience 2000 - 2003
Job
Industry Oil & Energy
Experience
TNK BP 2004 - 2006
Raymond James 2000 - 2003
CSFB 1997 - 1999
Salomon Brothers 1995 - 1997
JPMorgan 1992 - 1993
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
Georgetown University 1990 — 1992
BSFS, Phi Beta Kappa,, International Economics
Moscow Institute of International Relations (MGIMO) 1987 — 1990
transferred to Georgetown University
TNK BP 2004 - 2006
Raymond James 2000 - 2003
CSFB 1997 - 1999
Salomon Brothers 1995 - 1997
JPMorgan 1992 - 1993
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
Georgetown University 1990 — 1992
BSFS, Phi Beta Kappa,, International Economics
Moscow Institute of International Relations (MGIMO) 1987 — 1990
transferred to Georgetown University
Thomas Harlan's Raymond James Experience November 2001 - October 2002
Job Assignment Desk Editor/Content Strategist at Bloomberg TV
Industry Financial Services
Experience
Bloomberg TV January 2015 - Present
Bloomberg TV March 2012 - January 2015
Bloomberg TV June 2010 - May 2012
Thomson Reuters May 2008 - May 2010
Franklin Templeton November 2005 - November 2007
Miami Today May 2004 - November 2005
Raymond James November 2001 - October 2002
FSView & Florida Flambeau student newspaper January 1998 - July 2000
Skills
Bloomberg, Journalism, Headline Writing, Breaking News, Research, Editing, Storytelling, Text Editing, Copy Editing, Blogging, Copywriting, Online Journalism, Content Management, Editorial, News Writing, Publishing, Corporate Communications, Media Relations, Content Development, Content Strategy, Press Releases, AP Style, Newspapers, Proofreading, Business Journalism, Newsletters, New Media, Feature Articles, Strategic Communications, Writing
Education
University of South Florida
MA, Journalism and Media Studies
Florida State University
BS, Business
Bloomberg TV January 2015 - Present
Bloomberg TV March 2012 - January 2015
Bloomberg TV June 2010 - May 2012
Thomson Reuters May 2008 - May 2010
Franklin Templeton November 2005 - November 2007
Miami Today May 2004 - November 2005
Raymond James November 2001 - October 2002
FSView & Florida Flambeau student newspaper January 1998 - July 2000
Skills
Bloomberg, Journalism, Headline Writing, Breaking News, Research, Editing, Storytelling, Text Editing, Copy Editing, Blogging, Copywriting, Online Journalism, Content Management, Editorial, News Writing, Publishing, Corporate Communications, Media Relations, Content Development, Content Strategy, Press Releases, AP Style, Newspapers, Proofreading, Business Journalism, Newsletters, New Media, Feature Articles, Strategic Communications, Writing
Education
University of South Florida
MA, Journalism and Media Studies
Florida State University
BS, Business
Jozsi Popper's Raymond James Experience August 2001 - Present
Job Senior Vice President, Raymond James Real Estate Investment Banking
Industry Investment Banking
Experience
Raymond James August 2001 - Present
Education
Hillsdale College 1992 — 1996
Raymond James August 2001 - Present
Education
Hillsdale College 1992 — 1996
Caren Evans's Raymond James Experience June 1994 - Present
Job Vice President, Application Quality Management
Industry Information Technology and Services
Experience
Raymond James June 1994 - Present
Raymond James 1994 - 2009
Tandem Computers August 1985 - July 1992
Bank of America July 1981 - July 1985
Education
Goucher College 1972 — 1974
Raymond James June 1994 - Present
Raymond James 1994 - 2009
Tandem Computers August 1985 - July 1992
Bank of America July 1981 - July 1985
Education
Goucher College 1972 — 1974
Joe Stanton's Raymond James Experience 2005 - June 2011
Job Project Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2011 - Present
Raymond James 2005 - June 2011
Raymond James 1997 - 2005
Skills
Testing, SDLC, Business Requirements, Process Improvement, Visio, Vendor Management, Management, Project Management, Business Process, Business Analysis, Software Engineering, Requirements Analysis, Competitive Analysis, Analysis, Portfolio Management, Banking, SharePoint, Web Services, Software Project..., Requirements Gathering, Databases, Integration, Microsoft SQL Server, Software Development, Business Process..., Agile Project Management, SQL, Systems Analysis, User Acceptance Testing, Quality Assurance, Software Documentation, Agile Methodologies, PMP, IT Strategy, Business Intelligence, MS Project, Enterprise Architecture, PMO
Education
University of Florida - Warrington College Of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
Frostburg State University 1985 — 1987
Computer Science
Raymond James Financial Inc. June 2011 - Present
Raymond James 2005 - June 2011
Raymond James 1997 - 2005
Skills
Testing, SDLC, Business Requirements, Process Improvement, Visio, Vendor Management, Management, Project Management, Business Process, Business Analysis, Software Engineering, Requirements Analysis, Competitive Analysis, Analysis, Portfolio Management, Banking, SharePoint, Web Services, Software Project..., Requirements Gathering, Databases, Integration, Microsoft SQL Server, Software Development, Business Process..., Agile Project Management, SQL, Systems Analysis, User Acceptance Testing, Quality Assurance, Software Documentation, Agile Methodologies, PMP, IT Strategy, Business Intelligence, MS Project, Enterprise Architecture, PMO
Education
University of Florida - Warrington College Of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
Frostburg State University 1985 — 1987
Computer Science
Brent Orchard's Raymond James Experience March 2010 - February 2011
Job Senior Manager, Development Process Engineering at Raymond James & Associates, Inc
Industry Information Technology and Services
Experience
Raymond James & Associates, Inc February 2014 - Present
Raymond James & Associates, Inc December 2012 - January 2014
Raymond James & Associates, Inc February 2011 - December 2012
Raymond James March 2010 - February 2011
Raymond James October 2007 - March 2010
Raymond James August 2005 - October 2007
Raymond James August 1999 - August 2005
GTE Data Services December 1996 - August 1999
Skills
.NET, ASP.NET, Active Directory, Agile Methodologies, Architecture, Architectures, Business Analysis, Business Intelligence, Business Process Design, C#, Cloud Computing, Data Modeling, Data Warehousing, Database Design, Databases, Design Patterns, Disaster Recovery, ESB, ETL, Emerging Technologies, Enterprise Architecture, Governance, IIS, IT Management, IT Strategy, ITIL, Information Technology, Infrastructure, Integration, Java, Management, Marketing, Microsoft SQL Server, Middleware, PMP, Process Design, Process Improvement, Relational Databases, Requirements Analysis, Requirements Gathering, Research, SDLC, SOA, SQL, SSIS, SSRS, Scrum, Security, Server Architecture, Servers
Education
Florida State University 1992 — 1996
Bachelor's of Science, Management Information Systems
Manatee High School 1988 — 1992
Raymond James & Associates, Inc February 2014 - Present
Raymond James & Associates, Inc December 2012 - January 2014
Raymond James & Associates, Inc February 2011 - December 2012
Raymond James March 2010 - February 2011
Raymond James October 2007 - March 2010
Raymond James August 2005 - October 2007
Raymond James August 1999 - August 2005
GTE Data Services December 1996 - August 1999
Skills
.NET, ASP.NET, Active Directory, Agile Methodologies, Architecture, Architectures, Business Analysis, Business Intelligence, Business Process Design, C#, Cloud Computing, Data Modeling, Data Warehousing, Database Design, Databases, Design Patterns, Disaster Recovery, ESB, ETL, Emerging Technologies, Enterprise Architecture, Governance, IIS, IT Management, IT Strategy, ITIL, Information Technology, Infrastructure, Integration, Java, Management, Marketing, Microsoft SQL Server, Middleware, PMP, Process Design, Process Improvement, Relational Databases, Requirements Analysis, Requirements Gathering, Research, SDLC, SOA, SQL, SSIS, SSRS, Scrum, Security, Server Architecture, Servers
Education
Florida State University 1992 — 1996
Bachelor's of Science, Management Information Systems
Manatee High School 1988 — 1992
Brian McDermott's Raymond James Experience 2001 - Present
Job Managing Director, Investment Banking at Raymond James
Industry Investment Banking
Experience
Raymond James 2001 - Present
Skills
Investment Banking, Equities, Capital Markets, Corporate Finance, Venture Capital, Valuation, Private Equity, M&A experience, LBO, IPO, Private Placements, Corporate Development, Securities, Leveraged Finance
Education
Harvard Law School 1998 — 2001
Doctor of Law (JD)
University of North Carolina at Chapel Hill 1992 — 1996
BS, Business Administration
Raymond James 2001 - Present
Skills
Investment Banking, Equities, Capital Markets, Corporate Finance, Venture Capital, Valuation, Private Equity, M&A experience, LBO, IPO, Private Placements, Corporate Development, Securities, Leveraged Finance
Education
Harvard Law School 1998 — 2001
Doctor of Law (JD)
University of North Carolina at Chapel Hill 1992 — 1996
BS, Business Administration
Jayson Virostek's Raymond James Experience January 2010 - January 2013
Job Institutional Sales
Industry Financial Services
Experience
Stifel Financial Corp. June 2012 - Present
Raymond James January 2010 - January 2013
Washington Mutual August 2004 - September 2007
Washington Mutual March 2003 - July 2004
Skills
Financial Analysis
Education
Florida State University 1998 — 2002
Stifel Financial Corp. June 2012 - Present
Raymond James January 2010 - January 2013
Washington Mutual August 2004 - September 2007
Washington Mutual March 2003 - July 2004
Skills
Financial Analysis
Education
Florida State University 1998 — 2002
Mark Caselton's Raymond James Experience June 2010 - Present
Job at Raymond James
Industry Financial Services
Experience
Raymond James June 2010 - Present
PNC Investments August 2004 - June 2010
Merrill Lynch December 1994 - August 2004
Skills
Strategic Financial..., Retirement Planning, Financial Services, Investments, Finance, Securities, Asset Allocation, Mutual Funds, Investment Advisory, Banking, Asset Management, Wealth Management, Portfolio Management, Series 7, Financial Risk, Financial Planning
Education
Illinois State University 1985 — 1989
Bachelor of Science, Finance
Raymond James June 2010 - Present
PNC Investments August 2004 - June 2010
Merrill Lynch December 1994 - August 2004
Skills
Strategic Financial..., Retirement Planning, Financial Services, Investments, Finance, Securities, Asset Allocation, Mutual Funds, Investment Advisory, Banking, Asset Management, Wealth Management, Portfolio Management, Series 7, Financial Risk, Financial Planning
Education
Illinois State University 1985 — 1989
Bachelor of Science, Finance
Jason Hyslop's Raymond James Experience October 2005 - March 2006
Job Compliance Supervisor at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates January 2007 - Present
Raymond James & Associates March 2006 - January 2007
Raymond James October 2005 - March 2006
RBC Dain Rauscher April 2005 - October 2005
RBC Dain Rauscher July 2002 - April 2005
Merrill Lynch May 2000 - July 2002
Education
University of South Florida
Florida State University - College of Business 1996 — 2000
Raymond James & Associates January 2007 - Present
Raymond James & Associates March 2006 - January 2007
Raymond James October 2005 - March 2006
RBC Dain Rauscher April 2005 - October 2005
RBC Dain Rauscher July 2002 - April 2005
Merrill Lynch May 2000 - July 2002
Education
University of South Florida
Florida State University - College of Business 1996 — 2000
Karan Pardasani's Raymond James Experience June 2005 - August 2005
Job Assistant Vice President at Barclays
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Barclays March 2013 - October 2014
UBS Investment Bank January 2011 - March 2013
The Bank of New York Mellon June 2008 - December 2010
InterMerchant Securities June 2007 - September 2007
Banner Capital July 2006 - December 2006
Raymond James June 2005 - August 2005
Education
Fordham University 2004 — 2008
Finance
Morgan Stanley October 2014 - Present
Barclays March 2013 - October 2014
UBS Investment Bank January 2011 - March 2013
The Bank of New York Mellon June 2008 - December 2010
InterMerchant Securities June 2007 - September 2007
Banner Capital July 2006 - December 2006
Raymond James June 2005 - August 2005
Education
Fordham University 2004 — 2008
Finance
Rick McGlone's Raymond James Experience October 1988 - June 1999
Job Managing Director, Global Banking Solutions, Financial Services, Evalueserve
Industry Financial Services
Experience
Evalueserve November 2006 - Present
Excalibur Capital Management March 2003 - November 2006
Wachovia August 1999 - February 2003
Raymond James October 1988 - June 1999
Skills
Financial Services, Analytics, Competitive Analysis, Financial Analysis, Portfolio Management, Leadership, Wealth Management..., Banking, Equities, Business Analysis, Capital Markets, Investment Banking, Corporate Finance, Strategy, Management, Analysis, Business Process..., Mutual Funds, Market Research, Financial Modeling, Risk Management, Risk Compliance...
Education
Florida State University 1975 — 1978
Finance International Business
Evalueserve November 2006 - Present
Excalibur Capital Management March 2003 - November 2006
Wachovia August 1999 - February 2003
Raymond James October 1988 - June 1999
Skills
Financial Services, Analytics, Competitive Analysis, Financial Analysis, Portfolio Management, Leadership, Wealth Management..., Banking, Equities, Business Analysis, Capital Markets, Investment Banking, Corporate Finance, Strategy, Management, Analysis, Business Process..., Mutual Funds, Market Research, Financial Modeling, Risk Management, Risk Compliance...
Education
Florida State University 1975 — 1978
Finance International Business
Warren Nimmons's Raymond James Experience February 2008 - July 2010
Job Development Lead at Gold Standard/Elsevier
Industry Financial Services
Experience
Gold Standard/Elsevier August 2010 - Present
Raymond James February 2008 - July 2010
The Nielsen Company January 1998 - February 2008
PowerCerv 1995 - 1998
PowerCerv January 1995 - January 1996
Skills
Microsoft SQL Server, Databases, T-SQL, SDLC, Sybase, Database Design, SQL, SSIS, Data Modeling, SQL Tuning, Replication, Data Warehousing, Enterprise Architecture, Business Intelligence, SharePoint, Database Administration, IIS, VB.NET, Performance Tuning, SSRS, ETL, Visio, Visual Studio, Disaster Recovery, Agile Methodologies, Crystal Reports, Requirements Analysis, Leading Development..., Agile Application...
Education
Georgia Southern University - College of Business Administration 1984 — 1987
Bachelor of Business Administration, M.I.S.
Gold Standard/Elsevier August 2010 - Present
Raymond James February 2008 - July 2010
The Nielsen Company January 1998 - February 2008
PowerCerv 1995 - 1998
PowerCerv January 1995 - January 1996
Skills
Microsoft SQL Server, Databases, T-SQL, SDLC, Sybase, Database Design, SQL, SSIS, Data Modeling, SQL Tuning, Replication, Data Warehousing, Enterprise Architecture, Business Intelligence, SharePoint, Database Administration, IIS, VB.NET, Performance Tuning, SSRS, ETL, Visio, Visual Studio, Disaster Recovery, Agile Methodologies, Crystal Reports, Requirements Analysis, Leading Development..., Agile Application...
Education
Georgia Southern University - College of Business Administration 1984 — 1987
Bachelor of Business Administration, M.I.S.
Billy Mock's Raymond James Experience May 2012 - Present
Job Vice President of Investments at Raymond James
Industry Investment Management
Experience
Raymond James May 2012 - Present
Morgan Keegan August 2007 - May 2012
A.G. Edwards & Sons, Inc. June 2000 - August 2007
Skills
Portfolio Management, Series 7, Asset Allocation
Education
Hampden-Sydney College 1996 — 2000
Bachelor of Science (BS), Economics
Woodberry Forest School 1992 — 1996
University of Economics, Prague
Raymond James May 2012 - Present
Morgan Keegan August 2007 - May 2012
A.G. Edwards & Sons, Inc. June 2000 - August 2007
Skills
Portfolio Management, Series 7, Asset Allocation
Education
Hampden-Sydney College 1996 — 2000
Bachelor of Science (BS), Economics
Woodberry Forest School 1992 — 1996
University of Economics, Prague
Joe Rowland's Raymond James Experience October 2007 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James October 2007 - Present
UBS September 1988 - November 2007
Skills
Securities
Education
Haslam College of Business at the University of Tennessee 1972 — 1976
Raymond James October 2007 - Present
UBS September 1988 - November 2007
Skills
Securities
Education
Haslam College of Business at the University of Tennessee 1972 — 1976
Michael Turits's Raymond James Experience 2007 - February 2012
Job Equity Research, Software
Industry Financial Services
Experience
Raymond James & Associates February 2012 - Present
Raymond James 2007 - February 2012
Prudential Equity Group 1996 - 2006
Education
SDA Bocconi 1995 — 1995
MIEM, Finance
University of Massachusetts, Amherst 1984 — 1995
Ph. D., Comparative Literature
New York University 1982 — 1984
MA, Comparative Literature
Georgetown University 1978 — 1980
BA, Government, Economics
Lehigh University 1976 — 1978
Raymond James & Associates February 2012 - Present
Raymond James 2007 - February 2012
Prudential Equity Group 1996 - 2006
Education
SDA Bocconi 1995 — 1995
MIEM, Finance
University of Massachusetts, Amherst 1984 — 1995
Ph. D., Comparative Literature
New York University 1982 — 1984
MA, Comparative Literature
Georgetown University 1978 — 1980
BA, Government, Economics
Lehigh University 1976 — 1978
Kate Mehan, PHR, PRC's Raymond James Experience January 2006 - May 2006
Job Project Manager at AmerisourceBergen
Industry Human Resources
Experience
AmerisourceBergen June 2014 - Present
AmerisourceBergen August 2009 - June 2014
Aerotek July 2006 - June 2009
Raymond James January 2006 - May 2006
Skills
Talent Acquisition, Applicant Tracking..., Technical Recruiting, Onboarding, College Recruiting, Sourcing, Recruiting, Internet Recruiting, Talent Management, Employee Relations, Benefits Negotiation, Human Resources, HRIS, Cold Calling, Contract Recruitment, Temporary Placement, Resume Writing
Education
Villanova University 2011 — 2011
Professional Human Resource Management
Kutztown University of Pennsylvania 2002 — 2006
Marketing
2005 — 2005
Marketing, International Business, Event Management, International Business Law, Dutch
AmerisourceBergen June 2014 - Present
AmerisourceBergen August 2009 - June 2014
Aerotek July 2006 - June 2009
Raymond James January 2006 - May 2006
Skills
Talent Acquisition, Applicant Tracking..., Technical Recruiting, Onboarding, College Recruiting, Sourcing, Recruiting, Internet Recruiting, Talent Management, Employee Relations, Benefits Negotiation, Human Resources, HRIS, Cold Calling, Contract Recruitment, Temporary Placement, Resume Writing
Education
Villanova University 2011 — 2011
Professional Human Resource Management
Kutztown University of Pennsylvania 2002 — 2006
Marketing
2005 — 2005
Marketing, International Business, Event Management, International Business Law, Dutch
Todd Cooper, CRPC's Raymond James Experience August 2007 - August 2009
Job Investment Executive
Industry Financial Services
Experience
Macatawa Financial Services Group & Infinex Investments, Inc. October 2011 - Present
PNC April 2010 - October 2011
Sheaff Brock Investment Advisors, LLC November 2009 - February 2010
Raymond James August 2007 - August 2009
Applebees 2001 - 2007
Skills
Investments, Portfolio Management, Finance, Retirement Planning, Strategic Financial..., Retirement, Mutual Funds, Leadership, Customer Service, Estate Planning, Sales, Marketing, Investment Advisory, Financial Planning, Financial Services
Education
Hope College 1995 — 2000
B.A., Psychology
Macatawa Financial Services Group & Infinex Investments, Inc. October 2011 - Present
PNC April 2010 - October 2011
Sheaff Brock Investment Advisors, LLC November 2009 - February 2010
Raymond James August 2007 - August 2009
Applebees 2001 - 2007
Skills
Investments, Portfolio Management, Finance, Retirement Planning, Strategic Financial..., Retirement, Mutual Funds, Leadership, Customer Service, Estate Planning, Sales, Marketing, Investment Advisory, Financial Planning, Financial Services
Education
Hope College 1995 — 2000
B.A., Psychology
Hafeez Fazal's Raymond James Experience January 2008 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James January 2008 - Present
Tennis Corporation of America 1996 - 2008
Education
Indiana State University 1991 — 1995
Bachelor of Science (B.Sc.), Economics
Western Canada High School 1988 — 1991
Raymond James January 2008 - Present
Tennis Corporation of America 1996 - 2008
Education
Indiana State University 1991 — 1995
Bachelor of Science (B.Sc.), Economics
Western Canada High School 1988 — 1991
Josh Utley's Raymond James Experience October 2005 - May 2008
Job Online Banking Customer Service at Fidelity National Information Services
Industry Financial Services
Experience
Fidelity National Information Services September 2013 - July 2014
JPMorgan Chase August 2012 - December 2012
Franklin Templeton Investments November 2010 - March 2012
Price Waterhouse Coopers February 2009 - November 2010
Raymond James October 2005 - May 2008
Skills
Needs Analysis, SharePoint, Instructional Design, Process Improvement, Microsoft Office, Adult Education, Project Management, Research
Education
Santa Fe Community College 2001 — 2003
AS, Information Technology
University of Florida 1999 — 2001
Graduate Work, English
Florida State University 1991 — 1995
BA, English
Fidelity National Information Services September 2013 - July 2014
JPMorgan Chase August 2012 - December 2012
Franklin Templeton Investments November 2010 - March 2012
Price Waterhouse Coopers February 2009 - November 2010
Raymond James October 2005 - May 2008
Skills
Needs Analysis, SharePoint, Instructional Design, Process Improvement, Microsoft Office, Adult Education, Project Management, Research
Education
Santa Fe Community College 2001 — 2003
AS, Information Technology
University of Florida 1999 — 2001
Graduate Work, English
Florida State University 1991 — 1995
BA, English
Pamela Patton's Raymond James Experience May 2003 - August 2006
Job Operational Risk Analyst at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. June 2013 - Present
Raymond James Financial October 2010 - June 2013
Ernst & Young October 2008 - September 2010
Raymond James May 2003 - August 2006
Skills
Accounting, Auditing, Financial Reporting, Internal Controls
Education
University of South Florida 2007 — 2008
Masters in Accounting, Accounting
Florida State University - College of Business 2003 — 2007
Bachelor of Science - Business, Accounting & Finance
Raymond James Financial Inc. June 2013 - Present
Raymond James Financial October 2010 - June 2013
Ernst & Young October 2008 - September 2010
Raymond James May 2003 - August 2006
Skills
Accounting, Auditing, Financial Reporting, Internal Controls
Education
University of South Florida 2007 — 2008
Masters in Accounting, Accounting
Florida State University - College of Business 2003 — 2007
Bachelor of Science - Business, Accounting & Finance
Daniel Kraus, WMS's Raymond James Experience 2001 - Present
Job Complex Manager Florida East Coast Complex
Industry Financial Services
Experience
Raymond James Financial Inc. 2011 - Present
Raymond James Financial Inc. November 2001 - Present
Raymond James 2001 - Present
J.B. Hanauer & Co October 1989 - November 2001
Rodman & Renshaw 1987 - 1989
Education
Hobart and William Smith Colleges 1973 — 1977
BA, Economics
Raymond James Financial Inc. 2011 - Present
Raymond James Financial Inc. November 2001 - Present
Raymond James 2001 - Present
J.B. Hanauer & Co October 1989 - November 2001
Rodman & Renshaw 1987 - 1989
Education
Hobart and William Smith Colleges 1973 — 1977
BA, Economics
Autumn Bonsall, CRCP's Raymond James Experience March 2010 - Present
Job Vice President, Compliance Private Client Group at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Raymond James March 2010 - Present
Raymond James June 2008 - March 2010
Raymond James January 2005 - June 2008
Capital One 1999 - 2004
Skills
Series 7, Series 24, Securities, FINRA, AML, Investment Advisory, Financial Services, Risk Management
Education
Huntingdon College 1993 — 1997
Bachelor of Arts (B.A.)
Raymond James Financial, Inc. July 2015 - Present
Raymond James March 2010 - Present
Raymond James June 2008 - March 2010
Raymond James January 2005 - June 2008
Capital One 1999 - 2004
Skills
Series 7, Series 24, Securities, FINRA, AML, Investment Advisory, Financial Services, Risk Management
Education
Huntingdon College 1993 — 1997
Bachelor of Arts (B.A.)
David Maislin's Raymond James Experience January 2001 - Present
Job Senior Vice President at Raymond James
Industry Financial Services
Experience
Raymond James January 2001 - Present
TD Securities 1996 - 2000
Montreal Trust 1990 - 1996
Skills
Equities, Investments, Portfolio Management
Education
Université de Montréal - HEC Montréal 1986 — 1989
B.a.a, Finance
College Stanislas
Raymond James January 2001 - Present
TD Securities 1996 - 2000
Montreal Trust 1990 - 1996
Skills
Equities, Investments, Portfolio Management
Education
Université de Montréal - HEC Montréal 1986 — 1989
B.a.a, Finance
College Stanislas
Ray Spence's Raymond James Experience
Job First Vice President at Raymond James
Industry Financial Services
Experience
Raymond James
Education
Georgia State University 1965 — 1968
MBA, Management, Finance
Raymond James
Education
Georgia State University 1965 — 1968
MBA, Management, Finance
Carolyn Bensley's Raymond James Experience June 2003 - July 2013
Job Institutional Equity Sales at Raymond James
Industry Financial Services
Experience
Raymond James June 2003 - July 2013
LRL Capital April 2002 - March 2003
ABN AMRO December 2000 - March 2002
Donaldson, Lufkin & Jenrette March 1999 - December 2000
Skills
Series 63, Equities, Hedge Funds, Equity Research, Series 7
Education
Hobart and William Smith Colleges 1994 — 1998
Raymond James June 2003 - July 2013
LRL Capital April 2002 - March 2003
ABN AMRO December 2000 - March 2002
Donaldson, Lufkin & Jenrette March 1999 - December 2000
Skills
Series 63, Equities, Hedge Funds, Equity Research, Series 7
Education
Hobart and William Smith Colleges 1994 — 1998
Steve Kaasbell's Raymond James Experience November 2002 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
Raymond James November 2002 - Present
ING 1995 - 2000
Furman Selz 1995 - May 1998
Education
Georgia State University 1992 — 1995
BBA, Finance
Raymond James November 2002 - Present
ING 1995 - 2000
Furman Selz 1995 - May 1998
Education
Georgia State University 1992 — 1995
BBA, Finance
Gayle McKearin's Raymond James Experience April 2015 - Present
Job Registered Sales Assistant at Raymond James
Industry Financial Services
Experience
Raymond James April 2015 - Present
Welcome Warehouse January 2009 - Present
Children's Hunger Alliance January 2008 - Present
Heartfelt Expressions June 2009 - Present
Raymond James Financial Services, Inc., Member FINRA/SIPC 1999 - August 2014
Foley & Foley Wealth Strategies, An Independent Firm September 1991 - August 2014
Raymond James 1999 - 2014
Welcome Warehouse 2009 - 2011
Steinhaus Financial September 1991 - January 1999
The Planning Factory January 1983 - November 1990
Skills
Customer Service, Marketing, Event Planning, Fundraising, Small Business, Team Building, Public Relations, Event Management, Strategic Planning, Leadership, Training, Management, CRM, Time Management, Teamwork
Education
Goldey-Beacom College 1974 — 1976
AA, Business Law
Brandywine High School 1971 — 1974
General
FINRA
Series 63
NASD
Series 7 Designation
Raymond James April 2015 - Present
Welcome Warehouse January 2009 - Present
Children's Hunger Alliance January 2008 - Present
Heartfelt Expressions June 2009 - Present
Raymond James Financial Services, Inc., Member FINRA/SIPC 1999 - August 2014
Foley & Foley Wealth Strategies, An Independent Firm September 1991 - August 2014
Raymond James 1999 - 2014
Welcome Warehouse 2009 - 2011
Steinhaus Financial September 1991 - January 1999
The Planning Factory January 1983 - November 1990
Skills
Customer Service, Marketing, Event Planning, Fundraising, Small Business, Team Building, Public Relations, Event Management, Strategic Planning, Leadership, Training, Management, CRM, Time Management, Teamwork
Education
Goldey-Beacom College 1974 — 1976
AA, Business Law
Brandywine High School 1971 — 1974
General
FINRA
Series 63
NASD
Series 7 Designation
Denver Doyle Attaway's Raymond James Experience May 1991 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 1991 - Present
Prudential Bache March 1987 - May 1991
Dean Witter January 1983 - March 1987
Attaway Furniture mfg. 1978 - 1982
Laural furniture mfg. 1977 - 1979
Jackson mfg., Cleveland Chair, Hammary Table 1974 - 1977
U.S. Army October 1968 - September 1970
Skills
Securities, Series 7, Wealth Management, Series 63, Financial Advisory, Asset Allocation, Estate Planning, Retirement, Investment Strategies, Mutual Funds, Asset Management
Education
University of Tennessee-Knoxville - College of Business Administration 1967 — 1973
B.S., accounting, economics, marketing
Raymond James May 1991 - Present
Prudential Bache March 1987 - May 1991
Dean Witter January 1983 - March 1987
Attaway Furniture mfg. 1978 - 1982
Laural furniture mfg. 1977 - 1979
Jackson mfg., Cleveland Chair, Hammary Table 1974 - 1977
U.S. Army October 1968 - September 1970
Skills
Securities, Series 7, Wealth Management, Series 63, Financial Advisory, Asset Allocation, Estate Planning, Retirement, Investment Strategies, Mutual Funds, Asset Management
Education
University of Tennessee-Knoxville - College of Business Administration 1967 — 1973
B.S., accounting, economics, marketing
Gage Logan's Raymond James Experience February 2013 - Present
Job Managing Director, AIF, AWMA at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan July 2000 - February 2013
Morgan Keegan September 1987 - July 2000
Skills
Series 7, Equities, Securities, Investments, Mutual Funds, Portfolio Management, Asset Management, Investment Advisory, Wealth Management, Strategic Financial..., Asset Allocation, Retirement Planning, Fixed Annuities, Fixed Income, Credit, Credit Analysis, Series 63, Finance, Financial Advisory, Loans, Investment Banking, Commercial Banking, Commercial Lending
Education
University of Tennessee-Knoxville - College of Business Administration 1983 — 1987
Finance, Finance & Accounting
Raymond James February 2013 - Present
Morgan Keegan July 2000 - February 2013
Morgan Keegan September 1987 - July 2000
Skills
Series 7, Equities, Securities, Investments, Mutual Funds, Portfolio Management, Asset Management, Investment Advisory, Wealth Management, Strategic Financial..., Asset Allocation, Retirement Planning, Fixed Annuities, Fixed Income, Credit, Credit Analysis, Series 63, Finance, Financial Advisory, Loans, Investment Banking, Commercial Banking, Commercial Lending
Education
University of Tennessee-Knoxville - College of Business Administration 1983 — 1987
Finance, Finance & Accounting
Christina Rackley's Raymond James Experience August 2010 - Present
Job Vice President, Fixed Income Trading at Raymond James
Industry Financial Services
Experience
Raymond James August 2010 - Present
RBC Capital Markets August 2004 - November 2009
Smith Barney July 2003 - August 2004
UBS PaineWebber February 2003 - July 2003
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2003
M.S., Finance
Valdosta State University 1999 — 2002
B.B.A., Finance
Valdosta State University 1999 — 2002
B.B.A., Economics
Raymond James August 2010 - Present
RBC Capital Markets August 2004 - November 2009
Smith Barney July 2003 - August 2004
UBS PaineWebber February 2003 - July 2003
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2003
M.S., Finance
Valdosta State University 1999 — 2002
B.B.A., Finance
Valdosta State University 1999 — 2002
B.B.A., Economics
Eva Dobos's Raymond James Experience November 2007 - Present
Job Manager at Raymond James
Industry Financial Services
Experience
Raymond James November 2007 - Present
AEGON 1997 - 2007
Skills
SDLC, Management, Quality Center, Requirements Gathering, SharePoint, IT Strategy, SQL, Business Requirements, Disaster Recovery, User Acceptance Testing, Software Documentation, Software Project..., Program Management, Testing, Project Management, Databases, Analysis, ITIL, IT Management, Insurance, Systems Analysis, Business Process, Software Development, Business Process..., Integration
Education
Indiana Institute of Technology
Bachelor's degree
Raymond James November 2007 - Present
AEGON 1997 - 2007
Skills
SDLC, Management, Quality Center, Requirements Gathering, SharePoint, IT Strategy, SQL, Business Requirements, Disaster Recovery, User Acceptance Testing, Software Documentation, Software Project..., Program Management, Testing, Project Management, Databases, Analysis, ITIL, IT Management, Insurance, Systems Analysis, Business Process, Software Development, Business Process..., Integration
Education
Indiana Institute of Technology
Bachelor's degree
Prent Sanger's Raymond James Experience August 2013 - April 2015
Job Owner/ Director of Operations
Industry Real Estate
Experience
RE/MAX Solutions April 2015 - Present
Raymond James August 2013 - April 2015
Edward Jones February 2008 - September 2012
Various Restaurant Chains and Hotels January 1997 - January 2007
Skills
Retirement Income..., Life Insurance, 401k Rollovers, Roth IRA, Wealth Transfer, Retirement Planning, Portfolio Management, Asset Managment, Stock Management, Traditional IRA, Annuities, Cash Management, Mortgage Lending, Long Term Care Insurance, Wealth Management, Retirement, Fixed Annuities, Financial Advisory, Asset Management, Investment Advisory, Mutual Funds, Series 7, 401k, Financial Planners, Financial Planning
Education
Florida State University 1995 — 2000
Hospitality Administration/Management
Cocoa Beach High School 1992 — 1995
RE/MAX Solutions April 2015 - Present
Raymond James August 2013 - April 2015
Edward Jones February 2008 - September 2012
Various Restaurant Chains and Hotels January 1997 - January 2007
Skills
Retirement Income..., Life Insurance, 401k Rollovers, Roth IRA, Wealth Transfer, Retirement Planning, Portfolio Management, Asset Managment, Stock Management, Traditional IRA, Annuities, Cash Management, Mortgage Lending, Long Term Care Insurance, Wealth Management, Retirement, Fixed Annuities, Financial Advisory, Asset Management, Investment Advisory, Mutual Funds, Series 7, 401k, Financial Planners, Financial Planning
Education
Florida State University 1995 — 2000
Hospitality Administration/Management
Cocoa Beach High School 1992 — 1995
Heather Kirby's Raymond James Experience August 2006 - June 2009
Job Regulatory Specialist at Lance J.M. Steinhart, P.C.
Industry Legal Services
Experience
The Law Office of Lance J.M. Steinhart, P.C. April 2010 - Present
Cumulus Broadcasting June 2009 - March 2010
Raymond James August 2006 - June 2009
Skills
PowerPoint, Legal Research, Telecommunications
Education
Furman University 2001 — 2005
B.A., Spanish
The Law Office of Lance J.M. Steinhart, P.C. April 2010 - Present
Cumulus Broadcasting June 2009 - March 2010
Raymond James August 2006 - June 2009
Skills
PowerPoint, Legal Research, Telecommunications
Education
Furman University 2001 — 2005
B.A., Spanish
Caren Evans's Raymond James Experience July 2008 - June 2009
Job Senior IT Professional
Industry Financial Services
Experience
Raymond James July 2008 - June 2009
SIFMA Data Management Division 2008 - 2009
Raymond James June 2000 - July 2008
Raymond James November 1996 - June 2000
Raymond James June 1994 - November 1996
Tandem Computers July 1985 - July 1992
Skills
Process Improvement, Project Management, SDLC, Testing, Strategic Planning, Software Development, Risk Management, Business Process..., ITIL, Organizational..., Accounting, Software Documentation, Business Analysis, CSS, Quality Assurance, Requirements Analysis, Software Engineering, PMP, SQL, Access, Lotus Notes, Vendor Management, User Acceptance Testing, Integration, SharePoint, Databases, Visio, Quality Center, IT Strategy, Software Project...
Education
Goucher College
BS
Raymond James July 2008 - June 2009
SIFMA Data Management Division 2008 - 2009
Raymond James June 2000 - July 2008
Raymond James November 1996 - June 2000
Raymond James June 1994 - November 1996
Tandem Computers July 1985 - July 1992
Skills
Process Improvement, Project Management, SDLC, Testing, Strategic Planning, Software Development, Risk Management, Business Process..., ITIL, Organizational..., Accounting, Software Documentation, Business Analysis, CSS, Quality Assurance, Requirements Analysis, Software Engineering, PMP, SQL, Access, Lotus Notes, Vendor Management, User Acceptance Testing, Integration, SharePoint, Databases, Visio, Quality Center, IT Strategy, Software Project...
Education
Goucher College
BS
Sarah Wargo's Raymond James Experience November 2009 - Present
Job Supervisor at Raymond James
Industry Financial Services
Experience
Raymond James November 2009 - Present
Vanguard April 2008 - November 2009
Vanguard February 2005 - April 2008
Vanguard January 2004 - February 2005
Skills
Series 7, Series 6, Series 63, Leadership, Performance Management, Coaching, Career Development, CRM, Financial Services, Mutual Funds
Education
Hobart and William Smith Colleges 1999 — 2003
BA, English, Critical Social Studies
Raymond James November 2009 - Present
Vanguard April 2008 - November 2009
Vanguard February 2005 - April 2008
Vanguard January 2004 - February 2005
Skills
Series 7, Series 6, Series 63, Leadership, Performance Management, Coaching, Career Development, CRM, Financial Services, Mutual Funds
Education
Hobart and William Smith Colleges 1999 — 2003
BA, English, Critical Social Studies
Justin Craven's Raymond James Experience August 2000 - May 2009
Job Entertainment Professional
Industry Entertainment
Experience
Raymond James August 2000 - May 2009
Education
Florida State University 1993 — 1995
Criminology
Raymond James August 2000 - May 2009
Education
Florida State University 1993 — 1995
Criminology
Grant V. McDermott, CFP®'s Raymond James Experience March 2011 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James March 2011 - Present
Citizens Financial Group November 2009 - March 2011
Morgan Keegan March 2006 - July 2009
Skills
Personal Financial..., Investment Advisory..., Insurance Planning, Trust Services, Lending Solutions
Education
The University of Tennessee College of Business Administration, Knoxville 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Raymond James March 2011 - Present
Citizens Financial Group November 2009 - March 2011
Morgan Keegan March 2006 - July 2009
Skills
Personal Financial..., Investment Advisory..., Insurance Planning, Trust Services, Lending Solutions
Education
The University of Tennessee College of Business Administration, Knoxville 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Phillip J. Vicinanzo's Raymond James Experience May 1988 - August 1989
Job Meridian Capital Partners
Industry Investment Management
Experience
Meridian Capital Partners April 2005 - Present
RBC Dain Rauscher February 2001 - April 2005
Morgan Stanley December 1998 - January 2001
Cowen & Co. December 1989 - June 1997
Raymond James May 1988 - August 1989
First Albany Capital December 1985 - January 1988
Skills
Financial Analysis, Risk Management, Financial Markets, Portfolio Optimization, Options, FX Options, Commodity, Investment Management, Series 63, Bloomberg, Currency, Venture Capital, ETFs, Public Finance, Hedge Funds, Bonds, Institutional Sales, Institutional..., Investments, Securities, Trading, Series 7, Financial Modeling, Wealth Management, Equity Derivatives, FINRA, Structured Products, Credit Derivatives, Valuation, Trading Strategies, Equity Valuation, Technical Analysis, Mutual Funds, High Yield, Derivatives, Investment Advisory
Education
Harvard University 1979 — 1984
BA, Economics
University of Kent 1984 — 1986
MA, Economics
Rensselaer Polytechnic Institute 1997 — 1998
MA, Management
BS High School
NYS HS Regents
Meridian Capital Partners April 2005 - Present
RBC Dain Rauscher February 2001 - April 2005
Morgan Stanley December 1998 - January 2001
Cowen & Co. December 1989 - June 1997
Raymond James May 1988 - August 1989
First Albany Capital December 1985 - January 1988
Skills
Financial Analysis, Risk Management, Financial Markets, Portfolio Optimization, Options, FX Options, Commodity, Investment Management, Series 63, Bloomberg, Currency, Venture Capital, ETFs, Public Finance, Hedge Funds, Bonds, Institutional Sales, Institutional..., Investments, Securities, Trading, Series 7, Financial Modeling, Wealth Management, Equity Derivatives, FINRA, Structured Products, Credit Derivatives, Valuation, Trading Strategies, Equity Valuation, Technical Analysis, Mutual Funds, High Yield, Derivatives, Investment Advisory
Education
Harvard University 1979 — 1984
BA, Economics
University of Kent 1984 — 1986
MA, Economics
Rensselaer Polytechnic Institute 1997 — 1998
MA, Management
BS High School
NYS HS Regents
Mike Hostick's Raymond James Experience January 2015 - Present
Job Senior Vice President, Investments (Hostick Wealth Management) at Raymond James
Industry Financial Services
Experience
Raymond James January 2015 - Present
Oppenheimer & Co. Inc. March 2010 - January 2015
Southwest Securities June 2006 - March 2010
Lincoln Financial Group September 2001 - June 2006
Skills
Investments, 401k Rollovers, Investment Strategies, Asset Allocation, Retirement, Securities, Financial Advisory, Hedge Funds, Financial Services, Retirement Plan..., Wealth Management..., Retirement Savings, Business-Succession..., Deferred Compensation..., Estate Investment..., Fixed Income Strategies, Insurance, Multigenerational..., Relationship Management, Risk Management..., Stock Due Diligence, Tax-Efficient Strategies, Wealth-Preservation...
Education
Hartwick College
Oneonta, NY
Plano Senior High School
St. Edward's University
BBA, Business Management
Raymond James January 2015 - Present
Oppenheimer & Co. Inc. March 2010 - January 2015
Southwest Securities June 2006 - March 2010
Lincoln Financial Group September 2001 - June 2006
Skills
Investments, 401k Rollovers, Investment Strategies, Asset Allocation, Retirement, Securities, Financial Advisory, Hedge Funds, Financial Services, Retirement Plan..., Wealth Management..., Retirement Savings, Business-Succession..., Deferred Compensation..., Estate Investment..., Fixed Income Strategies, Insurance, Multigenerational..., Relationship Management, Risk Management..., Stock Due Diligence, Tax-Efficient Strategies, Wealth-Preservation...
Education
Hartwick College
Oneonta, NY
Plano Senior High School
St. Edward's University
BBA, Business Management
Elisabeth Baldwin's Raymond James Experience July 2012 - May 2014
Job Financial Consultant at Regions Invesment Solutions
Industry Financial Services
Experience
Regions Invesment Solutions May 2014 - Present
Raymond James July 2012 - May 2014
BB&T Wealth Management August 2009 - July 2012
Wachovia Securities January 1994 - July 2009
Wachovia Bank June 1991 - December 1993
Skills
Wealth Management, Financial Planning, Asset Management, High Net Worth..., Series 7, Investments, Series 65, Retirement Planning, Wealth Management..., Investment Advisory, Asset Allocation, Estate Planning, Investment Management, Uniform Combined State..., Series 63, Investment Strategies, Public Speaking, Term Life Insurance, Financial Advisory, Retirement, Long-term Care, Strategic Financial..., Securities, Financial Planners, Financial Services, Fixed Annuities, Life Insurance, 401k, Finance, Long Term Care Insurance, Banking, Risk Management, IRAs, Mutual Funds, 401k Rollovers, Series 6, Variable Annuities
Education
Furman University 1987 — 1991
BA, English
Regions Invesment Solutions May 2014 - Present
Raymond James July 2012 - May 2014
BB&T Wealth Management August 2009 - July 2012
Wachovia Securities January 1994 - July 2009
Wachovia Bank June 1991 - December 1993
Skills
Wealth Management, Financial Planning, Asset Management, High Net Worth..., Series 7, Investments, Series 65, Retirement Planning, Wealth Management..., Investment Advisory, Asset Allocation, Estate Planning, Investment Management, Uniform Combined State..., Series 63, Investment Strategies, Public Speaking, Term Life Insurance, Financial Advisory, Retirement, Long-term Care, Strategic Financial..., Securities, Financial Planners, Financial Services, Fixed Annuities, Life Insurance, 401k, Finance, Long Term Care Insurance, Banking, Risk Management, IRAs, Mutual Funds, 401k Rollovers, Series 6, Variable Annuities
Education
Furman University 1987 — 1991
BA, English
Chris Marlin's Raymond James Experience May 2010 - July 2010
Job Missionary at Grace City Church
Industry Financial Services
Experience
Grace City Church June 2014 - Present
Marlin Development LLC August 2010 - Present
Cummins Inc. June 2012 - May 2014
Cummins Inc. May 2011 - August 2011
Raymond James May 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Financial Modeling, Microsoft Word, Valuation, Accounting, Data Analysis, Customer Service
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's degree, Finance & Operations Mgmt.
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Finance and Operations Management
Grace City Church June 2014 - Present
Marlin Development LLC August 2010 - Present
Cummins Inc. June 2012 - May 2014
Cummins Inc. May 2011 - August 2011
Raymond James May 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Financial Modeling, Microsoft Word, Valuation, Accounting, Data Analysis, Customer Service
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's degree, Finance & Operations Mgmt.
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Finance and Operations Management
Fleet Lindley's Raymond James Experience August 2005 - September 2006
Job Independent Computer Software Professional
Industry Computer Software
Experience
Walt Disney World March 2009 - October 2009
Raymond James August 2005 - September 2006
Publix February 2002 - February 2003
Education
Illinois State University 1979 — 1981
bachelors, business, computer science
Walt Disney World March 2009 - October 2009
Raymond James August 2005 - September 2006
Publix February 2002 - February 2003
Education
Illinois State University 1979 — 1981
bachelors, business, computer science
Pat Cain's Raymond James Experience 1996 - 2011
Job Certified Financial Planner at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services August 1986 - Present
Raymond James 1996 - 2011
Education
University of Florida 1967 — 1969
BS, Finance
Georgia Institute of Technology 1965 — 1967
Industrial Management
Raymond James Financial Services August 1986 - Present
Raymond James 1996 - 2011
Education
University of Florida 1967 — 1969
BS, Finance
Georgia Institute of Technology 1965 — 1967
Industrial Management
Sherwin Springer's Raymond James Experience June 2012 - August 2012
Job Project Coordinator at EPITEC, INC.
Industry Hospital & Health Care
Experience
Epitec, Inc. August 2012 - Present
Raymond James June 2012 - August 2012
Raymond James February 2008 - June 2012
Raymond James January 2007 - February 2008
K-Force October 2006 - January 2007
Comerica Bank June 2003 - July 2006
CCI March 2003 - June 2003
Inacomp, Inc May 2002 - March 2003
Analysts International February 1998 - February 2002
Analysts International June 1997 - February 1998
Skills
Project Management, Information Technology, Customer Service, Customer Support, Help Desk Support, Apple, Cisco IOS, Avaya, Blackberry, Android, DHCP, IP, iPhone, iPad, DNS, Windows, Mac OS X, Outlook, MS Project, Project Coordination, HTML, Firewalls, Visio, NICE Call Recording, VoIP, Routers, Windows Server, Servers, Computer Hardware, Networking, Security, OS X, Microsoft Project, Troubleshooting, Disaster Recovery, Management, Avaya Technologies
Education
University of Phoenix 2002 — 2006
Bachelor of Science, Information Technology
Henry Ford Community College 1991 — 1995
Associate of Science
Epitec, Inc. August 2012 - Present
Raymond James June 2012 - August 2012
Raymond James February 2008 - June 2012
Raymond James January 2007 - February 2008
K-Force October 2006 - January 2007
Comerica Bank June 2003 - July 2006
CCI March 2003 - June 2003
Inacomp, Inc May 2002 - March 2003
Analysts International February 1998 - February 2002
Analysts International June 1997 - February 1998
Skills
Project Management, Information Technology, Customer Service, Customer Support, Help Desk Support, Apple, Cisco IOS, Avaya, Blackberry, Android, DHCP, IP, iPhone, iPad, DNS, Windows, Mac OS X, Outlook, MS Project, Project Coordination, HTML, Firewalls, Visio, NICE Call Recording, VoIP, Routers, Windows Server, Servers, Computer Hardware, Networking, Security, OS X, Microsoft Project, Troubleshooting, Disaster Recovery, Management, Avaya Technologies
Education
University of Phoenix 2002 — 2006
Bachelor of Science, Information Technology
Henry Ford Community College 1991 — 1995
Associate of Science
Melissa Galm's Raymond James Experience April 2011 - Present
Job Branch Operations Manager at Raymond James
Industry Financial Services
Experience
Raymond James April 2011 - Present
Raymond James Financial, Inc. April 2011 - Present
CSAA Insurance Group, a AAA Insurer 2006 - 2008
Education
Holy Family University 2009 — 2010
Bachelor, Finance
Raymond James April 2011 - Present
Raymond James Financial, Inc. April 2011 - Present
CSAA Insurance Group, a AAA Insurer 2006 - 2008
Education
Holy Family University 2009 — 2010
Bachelor, Finance
Angela Nye, CIMA's Raymond James Experience September 2000 - Present
Job
Industry Financial Services
Experience
Raymond James September 2000 - Present
Raymond James & Associates, Inc March 1998 - September 2000
Raymond James & Associates, Inc September 1993 - March 1998
Colony Shops August 1983 - May 1993
Skills
Series 7, Mutual Funds, Wealth Management, Portfolio Management, Investments, Strategic Financial..., Asset Allocation, Investment Advisory, Asset Management, Sales, Sales Management, Due Diligence, Marketing Strategy, Team Leadership
Education
Florida State University - College of Business 1982 — 1986
B. S., Finance
Raymond James September 2000 - Present
Raymond James & Associates, Inc March 1998 - September 2000
Raymond James & Associates, Inc September 1993 - March 1998
Colony Shops August 1983 - May 1993
Skills
Series 7, Mutual Funds, Wealth Management, Portfolio Management, Investments, Strategic Financial..., Asset Allocation, Investment Advisory, Asset Management, Sales, Sales Management, Due Diligence, Marketing Strategy, Team Leadership
Education
Florida State University - College of Business 1982 — 1986
B. S., Finance
Jasmine Singh's Raymond James Experience May 2010 - July 2010
Job Multiline Specialist at Twitty Insurance Agency
Industry Hospital & Health Care
Experience
State Farm August 2013 - Present
Sam's Club June 2012 - Present
TotalMed Staffing, Inc. August 2011 - September 2011
Terre Haute Regional Hospital September 2010 - March 2011
Terre Haute Regional Hospital August 2010 - September 2010
Dr. Surjit Singh MD, Inc May 2000 - September 2010
Raymond James May 2010 - July 2010
Tata Consultancy Services May 2010 - June 2010
Smallwood Plaza July 2009 - August 2009
Education
Indiana State University - Scott College of Business 2009 — 2010
MBA, Management
Indiana University 2005 — 2009
BA, Psychology (2005; Business
State Farm August 2013 - Present
Sam's Club June 2012 - Present
TotalMed Staffing, Inc. August 2011 - September 2011
Terre Haute Regional Hospital September 2010 - March 2011
Terre Haute Regional Hospital August 2010 - September 2010
Dr. Surjit Singh MD, Inc May 2000 - September 2010
Raymond James May 2010 - July 2010
Tata Consultancy Services May 2010 - June 2010
Smallwood Plaza July 2009 - August 2009
Education
Indiana State University - Scott College of Business 2009 — 2010
MBA, Management
Indiana University 2005 — 2009
BA, Psychology (2005; Business
Billy Hilaman's Raymond James Experience
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James
Skills
Team Building, Investment Advisory, Contract Negotiation, Retirement Planning, Retirement, Marketing Strategy, Mutual Funds, Public Speaking, Series 63, Strategic Planning, Sales Process, Social Media, Asset Allocation, Series 7, Strategic Financial..., Finance, Financial Services, Wealth Management, Event Planning, Microsoft Office, Portfolio Management, Financial Analysis, Management, Investments, Program Management, Risk Management
Education
Florida State University 1975 — 1980
B.S., Business/Managerial Economics
Raymond James
Skills
Team Building, Investment Advisory, Contract Negotiation, Retirement Planning, Retirement, Marketing Strategy, Mutual Funds, Public Speaking, Series 63, Strategic Planning, Sales Process, Social Media, Asset Allocation, Series 7, Strategic Financial..., Finance, Financial Services, Wealth Management, Event Planning, Microsoft Office, Portfolio Management, Financial Analysis, Management, Investments, Program Management, Risk Management
Education
Florida State University 1975 — 1980
B.S., Business/Managerial Economics
Brian Alford, AAMS®, AIF®'s Raymond James Experience January 2009 - Present
Job Senior Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James January 2009 - Present
Another Firm January 1992 - January 2009
Skills
Investment Management, Retirement Planning, Investments, Wealth Management, Insurance, Finance, Financial Analysis, Series 7, Retirement, Strategic Planning, Life Insurance, Fixed Annuities, Asset Management, Investment Advisory, Series 63, Portfolio Management, Equities, ETFs, Strategic Financial..., Banking, Securities, Alternative Investments, Risk Management, Hedge Funds, Asset Allocation, Mutual Funds, Estate Planning, Investment Strategies
Education
Furman University 1987 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Brookstone Highschool
Raymond James January 2009 - Present
Another Firm January 1992 - January 2009
Skills
Investment Management, Retirement Planning, Investments, Wealth Management, Insurance, Finance, Financial Analysis, Series 7, Retirement, Strategic Planning, Life Insurance, Fixed Annuities, Asset Management, Investment Advisory, Series 63, Portfolio Management, Equities, ETFs, Strategic Financial..., Banking, Securities, Alternative Investments, Risk Management, Hedge Funds, Asset Allocation, Mutual Funds, Estate Planning, Investment Strategies
Education
Furman University 1987 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Brookstone Highschool
Jim Breitman's Raymond James Experience March 2003 - Present
Job Managing Director Fixed Income Sales
Industry Financial Services
Experience
Raymond James March 2003 - Present
Donaldson, Lufkin & Jenrette January 1981 - January 1999
Education
Hofstra University
Raymond James March 2003 - Present
Donaldson, Lufkin & Jenrette January 1981 - January 1999
Education
Hofstra University
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS