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
Joseph O'Leary Joseph O'Leary's Raymond James Experience April 2014 - Present
Job Financial Advisor and Senior Vice President, Investments at The O'Leary Group of Raymond James
Industry Investment Management
Experience
Raymond James April 2014 - Present
Crowell, Weedon & Co. July 2013 - April 2014
Crowell, Weedon & Co. January 2005 - July 2013
United States Navy July 1970 - April 1993
Skills
Alternative Investments, Strategic Financial..., Investment Strategies, Asset Allocation, Estate Planning, Hedge Funds, Investment Advisory, Fixed Income, FINRA, Series 65, Retirement, ETFs
Education
Lafayette College 1966 — 1970
AB, History
University of Denver 1991 — 1992
Masters of Science, Systems Management
Raymond James April 2014 - Present
Crowell, Weedon & Co. July 2013 - April 2014
Crowell, Weedon & Co. January 2005 - July 2013
United States Navy July 1970 - April 1993
Skills
Alternative Investments, Strategic Financial..., Investment Strategies, Asset Allocation, Estate Planning, Hedge Funds, Investment Advisory, Fixed Income, FINRA, Series 65, Retirement, ETFs
Education
Lafayette College 1966 — 1970
AB, History
University of Denver 1991 — 1992
Masters of Science, Systems Management
Peter Bartel Peter Bartel's Raymond James Experience December 2005 - Present
Job Senior Vice President, Investments of Raymond James Investment Management Consultant of Raymond James
Industry Financial Services
Experience
Raymond James December 2005 - Present
Skills
Securities, Series 7, Insurance, VA, Retirement Planning, 401k, Wealth Management, Asset Allocation, Stocks, Financial Advisory, Alternative Investments, Retirement, Financial Planning, Annuities, Estate Planning, Investment Strategies, IRA's, Mutual Funds, Investments, Asset Management, Bonds, Portfolio Management, Equities, Long Term Care, Funding, Investment Advisory, Wealth
Education
Stonier Graduate School of Banking 1991 — 1993
MS, Banking
Indiana University Bloomington 1968 — 1972
BS, Finance
Raymond James December 2005 - Present
Skills
Securities, Series 7, Insurance, VA, Retirement Planning, 401k, Wealth Management, Asset Allocation, Stocks, Financial Advisory, Alternative Investments, Retirement, Financial Planning, Annuities, Estate Planning, Investment Strategies, IRA's, Mutual Funds, Investments, Asset Management, Bonds, Portfolio Management, Equities, Long Term Care, Funding, Investment Advisory, Wealth
Education
Stonier Graduate School of Banking 1991 — 1993
MS, Banking
Indiana University Bloomington 1968 — 1972
BS, Finance
Betty (Cadena) Gonzalez's Raymond James Experience July 2005 - November 2007
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Southwest Securities August 2009 - June 2012
Morgan Stanley Smith Barney November 2007 - August 2009
Raymond James July 2005 - November 2007
Morgan Stanley Smith Barney May 1998 - July 2005
Skills
Series 7, Series 63, FINRA, Series 65, Mutual Funds, Retirement Income..., Annuities, Asset Allocation, Securities, Trading, Financial Services
Education
Kaplan University 2014 — 2015
Financial Planning Education Program
The University of Texas-Pan American 1988 — 1994
Bachelor’s Degree, Computer Information Systems
Ameriprise Financial Services, Inc. June 2012 - Present
Southwest Securities August 2009 - June 2012
Morgan Stanley Smith Barney November 2007 - August 2009
Raymond James July 2005 - November 2007
Morgan Stanley Smith Barney May 1998 - July 2005
Skills
Series 7, Series 63, FINRA, Series 65, Mutual Funds, Retirement Income..., Annuities, Asset Allocation, Securities, Trading, Financial Services
Education
Kaplan University 2014 — 2015
Financial Planning Education Program
The University of Texas-Pan American 1988 — 1994
Bachelor’s Degree, Computer Information Systems
Deborah Van Buskirk, AAMS, M.Ed.'s Raymond James Experience 2012 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James 2012 - Present
Palm Beach County School District August 2004 - August 2012
DeKalb County Board of Education Atlanta, GA August 2002 - August 2004
Fulton County Schools August 1994 - August 2002
Education
Mercer University 1997 — 1998
Master of Education (M.Ed.), Primary and Elementary Education
University of South Florida 1988 — 1991
Bachelor - (BS), Elementary Education and Teaching
Raymond James 2012 - Present
Palm Beach County School District August 2004 - August 2012
DeKalb County Board of Education Atlanta, GA August 2002 - August 2004
Fulton County Schools August 1994 - August 2002
Education
Mercer University 1997 — 1998
Master of Education (M.Ed.), Primary and Elementary Education
University of South Florida 1988 — 1991
Bachelor - (BS), Elementary Education and Teaching
Dan Holl, MSFS, AEP, CLU, ChFC, LUTCF, RICP Dan Holl, MSFS, AEP, CLU, ChFC, LUTCF, RICP's Raymond James Experience 2008 - Present
Job Financial Advisor at Raymond James, helps people create the best growth & longevity strategies now and in retirement.
Industry Financial Services
Experience
Raymond James 2008 - Present
Woodbury Financial December 1996 - April 2008
Skills
Financial Advisory, Securities, Retirement Planning, Series 7, Retirement, Estate Planning, Strategic Financial..., Asset Allocation, Investments, Wealth Management, Mutual Funds, Financial Goals, 401k Rollovers, Insurance Planning, Retirement Income..., Financial Planning
Education
The American College 2013 — 2014
RICP(Retriement Income Certified Professional
The American College 2005 — 2011
MSFS(Master of Science in Financial Services)
The American College 1998 — 2010
Accredited Estate Planne(AEP),Chartered Life Underwriter(CLU),Chartered Financial Consultant(ChFC)
University of Wisconsin-Green Bay 1991 — 1996
Bachelor of Arts, German, Business
University of Kassel 1993 — 1994
None, German/Business
Lakeland College 1990 — 1991
Ashwabenon High School 1986 — 1989
Raymond James 2008 - Present
Woodbury Financial December 1996 - April 2008
Skills
Financial Advisory, Securities, Retirement Planning, Series 7, Retirement, Estate Planning, Strategic Financial..., Asset Allocation, Investments, Wealth Management, Mutual Funds, Financial Goals, 401k Rollovers, Insurance Planning, Retirement Income..., Financial Planning
Education
The American College 2013 — 2014
RICP(Retriement Income Certified Professional
The American College 2005 — 2011
MSFS(Master of Science in Financial Services)
The American College 1998 — 2010
Accredited Estate Planne(AEP),Chartered Life Underwriter(CLU),Chartered Financial Consultant(ChFC)
University of Wisconsin-Green Bay 1991 — 1996
Bachelor of Arts, German, Business
University of Kassel 1993 — 1994
None, German/Business
Lakeland College 1990 — 1991
Ashwabenon High School 1986 — 1989
Michael Scott Mullenbach, WMS Michael Scott Mullenbach, WMS's Raymond James Experience April 2011 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James April 2011 - Present
HandiCo, Inc. March 2001 - June 2011
Global CommerceZone 2000 - 2001
Joint Commission Resources 1997 - 1999
Joint Commission 1993 - 1997
Skills
Financial Planning, Retirement Planning, Insurance & Annuities, Wealth Management, 401k, Portfolio Management, Long-term Care, 529 Plans, Insurance
Education
Loyola University Chicago 1994 — 1997
MS, Human Resources & Industrial Relations
Loyola University of Chicago 1986 — 1989
BA, Political Science
Raymond James April 2011 - Present
HandiCo, Inc. March 2001 - June 2011
Global CommerceZone 2000 - 2001
Joint Commission Resources 1997 - 1999
Joint Commission 1993 - 1997
Skills
Financial Planning, Retirement Planning, Insurance & Annuities, Wealth Management, 401k, Portfolio Management, Long-term Care, 529 Plans, Insurance
Education
Loyola University Chicago 1994 — 1997
MS, Human Resources & Industrial Relations
Loyola University of Chicago 1986 — 1989
BA, Political Science
Tamiko Carter, M.A.'s Raymond James Experience September 2014 - Present
Job Management and Human Resources
Industry Government Administration
Experience
Hampton Inn and Suites November 2014 - Present
Raymond James September 2014 - Present
State of Tennessee June 2005 - September 2014
Holiday Inn Hotel & Suites July 2006 - December 2013
Hilton Worldwide January 2000 - December 2004
Perkins Family Restaurants October 1994 - December 1999
Skills
Type: 55 wpm -10 key..., Community Outreach, Government, Policy, Nonprofits, Public Policy, Case Management, Social Services, Policy Analysis, Program Development, Public Speaking, Local Government, Grant Writing, Community Development, Economic Development, Program Evaluation, Hospitality Management, Coaching, Customer Service, Employee Relations, Human Resources, Leadership, Leadership Development, Management, Microsoft Excel, Event Planning, Training, Process Improvement, Team Building, Microsoft Office
Education
Webster University 2006 — 2008
Master of Arts (M.A.), Human Resources Management, 3.5
Jackson State University 1993 — 1996
Bachelor of Applied Science (B.A.Sc.), Childcare and Family Education, 2.5
Hampton Inn and Suites November 2014 - Present
Raymond James September 2014 - Present
State of Tennessee June 2005 - September 2014
Holiday Inn Hotel & Suites July 2006 - December 2013
Hilton Worldwide January 2000 - December 2004
Perkins Family Restaurants October 1994 - December 1999
Skills
Type: 55 wpm -10 key..., Community Outreach, Government, Policy, Nonprofits, Public Policy, Case Management, Social Services, Policy Analysis, Program Development, Public Speaking, Local Government, Grant Writing, Community Development, Economic Development, Program Evaluation, Hospitality Management, Coaching, Customer Service, Employee Relations, Human Resources, Leadership, Leadership Development, Management, Microsoft Excel, Event Planning, Training, Process Improvement, Team Building, Microsoft Office
Education
Webster University 2006 — 2008
Master of Arts (M.A.), Human Resources Management, 3.5
Jackson State University 1993 — 1996
Bachelor of Applied Science (B.A.Sc.), Childcare and Family Education, 2.5
Thomas Hyde's Raymond James Experience February 2013 - Present
Job Senior Vice President, Investments Raymond James
Industry
Experience
Raymond James February 2013 - Present
Morgan Keegan, merged with Raymond James February 2013 November 1992 - February 2013
Education
Louisiana State University 1986 — 1991
Bachelor of Science, Finance
Raymond James February 2013 - Present
Morgan Keegan, merged with Raymond James February 2013 November 1992 - February 2013
Education
Louisiana State University 1986 — 1991
Bachelor of Science, Finance
Dustin Furrey's Raymond James Experience July 2009 - November 2013
Job Independent Thinker
Industry Government Administration
Experience
Army National Guard May 2005 - Present
Keating Financial Advisory Services, Inc. March 2012 - November 2013
Raymond James July 2009 - November 2013
Keating & Associates, Inc. March 2008 - November 2013
Kansas State University August 2012 - December 2012
US Army May 2001 - May 2005
Skills
Strategic Financial..., Securities, Wealth Management, Financial Goals, Financial Advisory, Personal Financial..., Retirement Planning, Life Insurance, Employee Benefits, Finance, Small Business, Leadership, Retirement, Personal Finance, Investment Advisory
Education
Leadership Manhattan 2010 — 2010
Certificate, Leadership
Kansas State University 2006 — 2009
BS, Personal Financial Planning
Larned High School 1995 — 1998
Diploma
Army National Guard May 2005 - Present
Keating Financial Advisory Services, Inc. March 2012 - November 2013
Raymond James July 2009 - November 2013
Keating & Associates, Inc. March 2008 - November 2013
Kansas State University August 2012 - December 2012
US Army May 2001 - May 2005
Skills
Strategic Financial..., Securities, Wealth Management, Financial Goals, Financial Advisory, Personal Financial..., Retirement Planning, Life Insurance, Employee Benefits, Finance, Small Business, Leadership, Retirement, Personal Finance, Investment Advisory
Education
Leadership Manhattan 2010 — 2010
Certificate, Leadership
Kansas State University 2006 — 2009
BS, Personal Financial Planning
Larned High School 1995 — 1998
Diploma
Leo Galanti's Raymond James Experience 1978 - Present
Job Branch Manager at Raymond James Financial Advisor
Industry Financial Services
Experience
Raymond James 1978 - Present
Skills
Customer Service, Sales Management, Real Estate, Strategic Planning, Insurance, Microsoft Office, Public Speaking, Asset Management, Leadership, Investments, Series 7, New Business Development, Marketing Strategy, Marketing, Selling, Event Planning, Contract Negotiation, Fundraising
Education
Loyola University Chicago
Bachelor of Science (BS), History
Raymond James 1978 - Present
Skills
Customer Service, Sales Management, Real Estate, Strategic Planning, Insurance, Microsoft Office, Public Speaking, Asset Management, Leadership, Investments, Series 7, New Business Development, Marketing Strategy, Marketing, Selling, Event Planning, Contract Negotiation, Fundraising
Education
Loyola University Chicago
Bachelor of Science (BS), History
Colleen Schon Colleen Schon's Raymond James Experience February 2005 - Present
Job Sr. Vice President Investments, Managing Director, Anthem Advisors of Raymond James
Industry Financial Services
Experience
Raymond James February 2005 - Present
UBS February 1994 - February 2005
Merrill Lynch February 1986 - February 1994
Skills
Investments, Retirement Plan..., Wealth Management, Investment Advisory, Asset Protection, Asset Allocation, Family Legacy Planning, Investment Management..., Annuities, Financial Services, Series 7, Series 63, Series 65, Series 6, Financial Advisory, Financial Planning, Retirement, Securities, Estate Planning, Retirement Planning, Finance, Mutual Funds, Portfolio Management, Investment Management
Education
Kaplan University 2006 — 2006
Wealth Management Specialist, Finances
Flint Central
Raymond James February 2005 - Present
UBS February 1994 - February 2005
Merrill Lynch February 1986 - February 1994
Skills
Investments, Retirement Plan..., Wealth Management, Investment Advisory, Asset Protection, Asset Allocation, Family Legacy Planning, Investment Management..., Annuities, Financial Services, Series 7, Series 63, Series 65, Series 6, Financial Advisory, Financial Planning, Retirement, Securities, Estate Planning, Retirement Planning, Finance, Mutual Funds, Portfolio Management, Investment Management
Education
Kaplan University 2006 — 2006
Wealth Management Specialist, Finances
Flint Central
Cindy David's Raymond James Experience July 2002 - Present
Job President, Cindy David Financial Group
Industry Financial Services
Experience
Cindy David Financial Group November 2009 - Present
Raymond James July 2002 - Present
The Dupuis Langen Group January 2011 - May 2014
ScotiaMcLeod January 2000 - July 2002
True Colours Personality Styles Workshop June 1999 - December 1999
Denroche Carter Financial Planners and Brokers April 1995 - June 1999
Skills
Insurance, Investments, Retirement Planning, Personal Finance, Certified Financial..., Estate Planning, Strategic Financial..., Personal Financial..., Wealth, Succession Planning, Mutual Funds, Employee Benefits, Financial Services, Financial Advisory, Wealth Management, Finance, Public Speaking, Life Insurance, Strategic Planning, Financial Planners, Tax, Retirement, Investment Advisory, Disability Insurance, Small Business
Education
Financial Planning Standards Council 2000 — 2001
CFP, Certified Financial Planner
Advocis
CLU, Chartered Life Underwriter
Kwantlen Polytechnic University
Commerce
Cindy David Financial Group November 2009 - Present
Raymond James July 2002 - Present
The Dupuis Langen Group January 2011 - May 2014
ScotiaMcLeod January 2000 - July 2002
True Colours Personality Styles Workshop June 1999 - December 1999
Denroche Carter Financial Planners and Brokers April 1995 - June 1999
Skills
Insurance, Investments, Retirement Planning, Personal Finance, Certified Financial..., Estate Planning, Strategic Financial..., Personal Financial..., Wealth, Succession Planning, Mutual Funds, Employee Benefits, Financial Services, Financial Advisory, Wealth Management, Finance, Public Speaking, Life Insurance, Strategic Planning, Financial Planners, Tax, Retirement, Investment Advisory, Disability Insurance, Small Business
Education
Financial Planning Standards Council 2000 — 2001
CFP, Certified Financial Planner
Advocis
CLU, Chartered Life Underwriter
Kwantlen Polytechnic University
Commerce
Richard Preis's Raymond James Experience August 1993 - Present
Job Managing Director, Raymond James
Industry Financial Services
Experience
Raymond James August 1993 - Present
Skills
Investments, Series 7, Equities, Wealth Management, Securities, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Capital Markets, Mutual Funds, Retirement Planning
Education
Louisiana State University 1968 — 1972
BS, Business Administration and Management, General
Louisiana State University
Raymond James August 1993 - Present
Skills
Investments, Series 7, Equities, Wealth Management, Securities, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Capital Markets, Mutual Funds, Retirement Planning
Education
Louisiana State University 1968 — 1972
BS, Business Administration and Management, General
Louisiana State University
Brandon Duncan's Raymond James Experience December 2014 - Present
Job Vice President, Investments Raymond James
Industry Financial Services
Experience
Raymond James December 2014 - Present
Merrill Lynch August 1999 - December 2014
Skills
Wealth Management, Asset Allocation, Alternative Investments, Investments, Equities, Investment Advisory, Mutual Funds, Investment Strategies, Capital Markets, Investment Banking, Portfolio Management, Hedge Funds, Securities, Estate Planning, Fixed Income, Series 63, Retirement Planning, Derivatives, Asset Managment, CFM, CFA Candidate, Mergers, Private Equity, High Net Worth..., Financial Planning
Education
Tulane, Freeman School of Business 2004 — 2006
Master of Business Administration (MBA), Finance
Loyola University New Orleans 1995 — 1999
Bachelor of Business Administration (BBA), Economics and Finance
Raymond James December 2014 - Present
Merrill Lynch August 1999 - December 2014
Skills
Wealth Management, Asset Allocation, Alternative Investments, Investments, Equities, Investment Advisory, Mutual Funds, Investment Strategies, Capital Markets, Investment Banking, Portfolio Management, Hedge Funds, Securities, Estate Planning, Fixed Income, Series 63, Retirement Planning, Derivatives, Asset Managment, CFM, CFA Candidate, Mergers, Private Equity, High Net Worth..., Financial Planning
Education
Tulane, Freeman School of Business 2004 — 2006
Master of Business Administration (MBA), Finance
Loyola University New Orleans 1995 — 1999
Bachelor of Business Administration (BBA), Economics and Finance
Will Schmitt Will Schmitt's Raymond James Experience August 2009 - October 2010
Job MBA Candidate 2016 at USC Marshall School of Business
Industry Venture Capital & Private Equity
Experience
USC Marshall School of Business June 2014 - Present
The Coffee Bean & Tea Leaf September 2012 - June 2014
GESD Capital Partners September 2010 - February 2012
Raymond James August 2009 - October 2010
William Blair and Company May 2007 - December 2008
Skills
Private Equity, Financial Modeling, Valuation, LBO, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Investments, Business Strategy, Corporate Development, Venture Capital, Mergers & Acquisitions, IPO, Finance
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (MBA), Finance
Miami University 2003 — 2007
Bachelor of Science Business Administration, Finance
USC Marshall School of Business June 2014 - Present
The Coffee Bean & Tea Leaf September 2012 - June 2014
GESD Capital Partners September 2010 - February 2012
Raymond James August 2009 - October 2010
William Blair and Company May 2007 - December 2008
Skills
Private Equity, Financial Modeling, Valuation, LBO, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Investments, Business Strategy, Corporate Development, Venture Capital, Mergers & Acquisitions, IPO, Finance
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (MBA), Finance
Miami University 2003 — 2007
Bachelor of Science Business Administration, Finance
Jeff Lyons's Raymond James Experience September 2010 - Present
Job Financial Advisor, AAMS®
Industry Financial Services
Experience
Raymond James September 2010 - Present
Skills
Investments, Wealth Management, Retirement Planning, Estate Planning, Retirement, Mutual Funds, Financial Advisory
Education
Louisiana State University in Shreveport 2005 — 2010
Bachelor of Business Administration (BBA), Marketing
Raymond James September 2010 - Present
Skills
Investments, Wealth Management, Retirement Planning, Estate Planning, Retirement, Mutual Funds, Financial Advisory
Education
Louisiana State University in Shreveport 2005 — 2010
Bachelor of Business Administration (BBA), Marketing
Elodie Delp Elodie Delp's Raymond James Experience August 2010 - Present
Job Client Services Manager at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James August 2010 - Present
First Investors Corporation August 2000 - August 2010
Skills
Mutual Funds, 401k, Retirement, Series 63, Investments, Financial Services, Business Development
Education
Madonna University
Bachelor of Arts in Interdisciplinary Studies, GPA 3.8/4.0, degree conferred with honors
Wayne State University
Raymond James August 2010 - Present
First Investors Corporation August 2000 - August 2010
Skills
Mutual Funds, 401k, Retirement, Series 63, Investments, Financial Services, Business Development
Education
Madonna University
Bachelor of Arts in Interdisciplinary Studies, GPA 3.8/4.0, degree conferred with honors
Wayne State University
Mark Ghafari's Raymond James Experience June 2012 - August 2012
Job Professional Basketball Player at Al Riyadi Sporting Club
Industry Financial Services
Experience
Al Riyadi Sporting Club August 2014 - Present
Kalamazoo College September 2013 - June 2014
Eaton June 2013 - August 2013
Kalamazoo College September 2012 - June 2013
Raymond James June 2012 - August 2012
Goodwill Industries January 2012 - March 2012
K-Crew November 2011 - March 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Public Speaking, Teamwork, Critical Thinking, Social Media, SPSS, Data Analysis, Management, Community Outreach, Team Leadership, Time Management, Leadership, Event Management, Fundraising
Education
University Liggett High School 2007 — 2010
Cum Laude
Kalamazoo College 2011 — 2014
Bachelor of Arts, Economics, 3.8 Magna Cum Laude
Al Riyadi Sporting Club August 2014 - Present
Kalamazoo College September 2013 - June 2014
Eaton June 2013 - August 2013
Kalamazoo College September 2012 - June 2013
Raymond James June 2012 - August 2012
Goodwill Industries January 2012 - March 2012
K-Crew November 2011 - March 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Public Speaking, Teamwork, Critical Thinking, Social Media, SPSS, Data Analysis, Management, Community Outreach, Team Leadership, Time Management, Leadership, Event Management, Fundraising
Education
University Liggett High School 2007 — 2010
Cum Laude
Kalamazoo College 2011 — 2014
Bachelor of Arts, Economics, 3.8 Magna Cum Laude
George Mahramas George Mahramas's Raymond James Experience August 2012 - Present
Job Branch Operations Manager
Industry Investment Management
Experience
Raymond James August 2012 - Present
Wells Fargo Advisors LLC May 2011 - August 2012
The Home Investment Services Youngstown, OH February 2010 - May 2011
UBS September 2005 - January 2010
McDonald Investments 1997 - 2005
Skills
Portfolio Management, Asset Management, Asset Allocation, Investment Advisory, Retirement Planning, Education Savings, Finance, Operations Management, Compliance
Education
Kent State University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
WARREN G HARDING
High School
Raymond James August 2012 - Present
Wells Fargo Advisors LLC May 2011 - August 2012
The Home Investment Services Youngstown, OH February 2010 - May 2011
UBS September 2005 - January 2010
McDonald Investments 1997 - 2005
Skills
Portfolio Management, Asset Management, Asset Allocation, Investment Advisory, Retirement Planning, Education Savings, Finance, Operations Management, Compliance
Education
Kent State University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
WARREN G HARDING
High School
Lance M. Powers Lance M. Powers's Raymond James Experience October 2011 - Present
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James October 2011 - Present
Morgan Stanley October 2008 - October 2011
Suntrust March 1998 - September 2008
Dun and Bradstreet October 1996 - September 1998
Education
Lee University 1992 — 1996
Bachelor of Business Administration (B.B.A.)
Raymond James October 2011 - Present
Morgan Stanley October 2008 - October 2011
Suntrust March 1998 - September 2008
Dun and Bradstreet October 1996 - September 1998
Education
Lee University 1992 — 1996
Bachelor of Business Administration (B.B.A.)
Charles Clawson, III's Raymond James Experience February 2013 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Skills
Strategic Planning, Finance, Customer Service, Investments, Financial Analysis, Microsoft Office, Management, Leadership, Financial Planning, Public Speaking
Education
Louisiana Tech University 1988 — 1993
Bachelor's Degree, Psychology
Loyola College Prep 1985 — 1988
High School, Math/Science
Raymond James February 2013 - Present
Skills
Strategic Planning, Finance, Customer Service, Investments, Financial Analysis, Microsoft Office, Management, Leadership, Financial Planning, Public Speaking
Education
Louisiana Tech University 1988 — 1993
Bachelor's Degree, Psychology
Loyola College Prep 1985 — 1988
High School, Math/Science
Clifford Mulder's Raymond James Experience December 2005 - Present
Job Senior Vice President Investments at Raymond James
Industry Investment Management
Experience
Raymond James December 2005 - Present
NatCity Investments August 1999 - December 2005
Prudential Securities April 1993 - August 1999
Skills
Finance, Securities, Financial Advisory, Investments, Retirement Planning, Management, Series 7, Financial Analysis, Financial Modeling, Mutual Funds, Risk Management, Strategic Planning
Education
The University of Georgia
Master of Public Administration (MPA)
Kalamazoo College
Bachelor of Arts (BA), Economics & Sociology
Raymond James December 2005 - Present
NatCity Investments August 1999 - December 2005
Prudential Securities April 1993 - August 1999
Skills
Finance, Securities, Financial Advisory, Investments, Retirement Planning, Management, Series 7, Financial Analysis, Financial Modeling, Mutual Funds, Risk Management, Strategic Planning
Education
The University of Georgia
Master of Public Administration (MPA)
Kalamazoo College
Bachelor of Arts (BA), Economics & Sociology
Ingrid Nyiri Ingrid Nyiri's Raymond James Experience July 2012 - Present
Job Marketing/Sales Associate at Willenborg Wealth Management Group of Raymond James
Industry Financial Services
Experience
Raymond James July 2012 - Present
Franklin Templeton Investments February 2008 - April 2010
Raymond James July 2007 - February 2008
Raymond James May 2004 - July 2007
Transamerica Financial Advisors, Inc. September 2003 - May 2004
Raymond James January 2003 - September 2003
Transamerica September 2002 - January 2003
Raymond James October 1998 - August 2002
Morgan Stanley April 1994 - August 1996
Prudential Financial 1993 - 1994
Skills
Sales Operations, Thrive in..., Analytical Skills, Sales Associate to..., Excellent Interpersonal..., Long-term Customer..., Customer Satisfaction &..., Superior Work Ethic, Positive Team Player, Organization &..., Problem Solving Skills, Self-starter, Work Well Independently, Marketing Communications, Microsoft Office, Fully bilingual Spanish
Education
Miami Dade College
Associate of Arts (A.A.), Business Administration
Raymond James July 2012 - Present
Franklin Templeton Investments February 2008 - April 2010
Raymond James July 2007 - February 2008
Raymond James May 2004 - July 2007
Transamerica Financial Advisors, Inc. September 2003 - May 2004
Raymond James January 2003 - September 2003
Transamerica September 2002 - January 2003
Raymond James October 1998 - August 2002
Morgan Stanley April 1994 - August 1996
Prudential Financial 1993 - 1994
Skills
Sales Operations, Thrive in..., Analytical Skills, Sales Associate to..., Excellent Interpersonal..., Long-term Customer..., Customer Satisfaction &..., Superior Work Ethic, Positive Team Player, Organization &..., Problem Solving Skills, Self-starter, Work Well Independently, Marketing Communications, Microsoft Office, Fully bilingual Spanish
Education
Miami Dade College
Associate of Arts (A.A.), Business Administration
Jay Clarke Jay Clarke's Raymond James Experience January 2013 - Present
Job Senior Supervisory Analyst at Raymond James
Industry Capital Markets
Experience
Raymond James January 2013 - Present
Raymond James April 2007 - January 2013
Raymond James September 2000 - April 2007
Raymond James August 1997 - September 2000
Raymond James July 1996 - August 1997
Theratx Medical December 1994 - June 1996
Skills
Editing, Research, Series 24, Equity Research, Equities, Securities, Capital Markets, Series 7, Investments, Newsletters, Microsoft Office, Financial Services, Finance
Education
James Madison University
B.A., English
Raymond James January 2013 - Present
Raymond James April 2007 - January 2013
Raymond James September 2000 - April 2007
Raymond James August 1997 - September 2000
Raymond James July 1996 - August 1997
Theratx Medical December 1994 - June 1996
Skills
Editing, Research, Series 24, Equity Research, Equities, Securities, Capital Markets, Series 7, Investments, Newsletters, Microsoft Office, Financial Services, Finance
Education
James Madison University
B.A., English
Allen Brinckerhoff Allen Brinckerhoff's Raymond James Experience January 2008 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James January 2008 - Present
AG Edwards & Sons August 1987 - January 2008
The Lucas Group March 1972 - December 1986
Skills
Customer Service, Research, Customer Relations, Excel, Word, Commercial Pilot
Education
Mercer University 1965 — 1969
Bachelor of Arts (B.A.), Economics
Mercer University 1965 — 1969
Bachelor of Arts (B.A.), Economics
Raymond James January 2008 - Present
AG Edwards & Sons August 1987 - January 2008
The Lucas Group March 1972 - December 1986
Skills
Customer Service, Research, Customer Relations, Excel, Word, Commercial Pilot
Education
Mercer University 1965 — 1969
Bachelor of Arts (B.A.), Economics
Mercer University 1965 — 1969
Bachelor of Arts (B.A.), Economics
Kyle Hensley's Raymond James Experience September 2009 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James September 2009 - Present
Marich Communications November 2006 - September 2009
Morgan Stanley Smith Barney May 2005 - August 2005
Morgan Stanley Smith Barney May 2004 - August 2004
Skills
Financial Planning, Investment Strategies, Retirement Planning, Retirement Income..., Social Security..., Investment Advisory, 401k Rollovers, Social Security Planning, College Savings Plans, Strategic Financial...
Education
Indiana University Bloomington 2002 — 2006
Business, Finance
Hamilton Heights High School 1998 — 2002
Raymond James September 2009 - Present
Marich Communications November 2006 - September 2009
Morgan Stanley Smith Barney May 2005 - August 2005
Morgan Stanley Smith Barney May 2004 - August 2004
Skills
Financial Planning, Investment Strategies, Retirement Planning, Retirement Income..., Social Security..., Investment Advisory, 401k Rollovers, Social Security Planning, College Savings Plans, Strategic Financial...
Education
Indiana University Bloomington 2002 — 2006
Business, Finance
Hamilton Heights High School 1998 — 2002
Douglas Stuart Clark's Raymond James Experience March 2009 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James March 2009 - Present
Ukrainian Nationals Soccer Club 2009 - Present
National MS Society 2008 - Present
Morgan Stanley October 1997 - February 2009
Education
Metropolitan State University of Denver 1989 — 1993
Bachelors, Marketing
Upper Dublin High School 1984 — 1993
Raymond James March 2009 - Present
Ukrainian Nationals Soccer Club 2009 - Present
National MS Society 2008 - Present
Morgan Stanley October 1997 - February 2009
Education
Metropolitan State University of Denver 1989 — 1993
Bachelors, Marketing
Upper Dublin High School 1984 — 1993
Todd Brandstadt, CFP® Todd Brandstadt, CFP®'s Raymond James Experience November 2008 - April 2014
Job Branch Manager; Managing Director Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. April 2014 - Present
Raymond James November 2008 - April 2014
A. G. Edward & Sons, Inc. May 2003 - November 2008
A. G. Edwards & Sons, Inc. June 1995 - May 2003
Chicago Board of Trade September 1993 - June 1995
Education
Kalamazoo College 1990 — 1993
Bachelor of Arts, Economics and Business Administration
Berkley High School 1985 — 1988
Benjamin F. Edwards & Co. April 2014 - Present
Raymond James November 2008 - April 2014
A. G. Edward & Sons, Inc. May 2003 - November 2008
A. G. Edwards & Sons, Inc. June 1995 - May 2003
Chicago Board of Trade September 1993 - June 1995
Education
Kalamazoo College 1990 — 1993
Bachelor of Arts, Economics and Business Administration
Berkley High School 1985 — 1988
J.R. McCormick J.R. McCormick's Raymond James Experience August 2013 - Present
Job Branch Operations Manager at Raymond James
Industry Financial Services
Experience
Raymond James August 2013 - Present
Raymond James August 2012 - August 2013
Education
James Madison University - College of Business 2008 — 2012
B.B.A, Finance
Raymond James August 2013 - Present
Raymond James August 2012 - August 2013
Education
James Madison University - College of Business 2008 — 2012
B.B.A, Finance
Denise Palmer Denise Palmer's Raymond James Experience June 2014 - Present
Job Registered Sales Associate II at Raymond James
Industry Financial Services
Experience
Raymond James June 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - June 2014
Ameriprise Financial Services, Inc. June 2011 - June 2013
Ameriprise Financial Services, Inc. June 2008 - June 2011
Skills
Series 7, Series 63, Life, Accident & Health..., Retirement Planning, Mutual Funds, Financial Planning, Insurance, Wealth Management, Retirement, Financial Services, Finance, Investments, Sales
Education
Macomb Community College
Associate of Arts (A.A.)
Raymond James June 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - June 2014
Ameriprise Financial Services, Inc. June 2011 - June 2013
Ameriprise Financial Services, Inc. June 2008 - June 2011
Skills
Series 7, Series 63, Life, Accident & Health..., Retirement Planning, Mutual Funds, Financial Planning, Insurance, Wealth Management, Retirement, Financial Services, Finance, Investments, Sales
Education
Macomb Community College
Associate of Arts (A.A.)
Chuck Soprano Chuck Soprano's Raymond James Experience March 2009 - Present
Job Branch Manager/Financial Advisor at Investment Partners of Acadiana
Industry Financial Services
Experience
Investment Partners of Acadiana March 2009 - Present
Raymond James March 2009 - Present
Morgan Stanley Smith Barney March 2001 - March 2009
Skills
Financial Advisory, Securities, Strategic Financial..., Financial Planning, Finance, Retirement Planning, Investment Management, Wealth Management, Mutual Funds, Investment Advisory, Series 7, Asset Allocation, Asset Management, Insurance, Series 63, Uniform Combined State..., Municipal Bonds
Education
Louisiana College 1993 — 1996
Bachelor of Science (B.S.), Business Administration - Management Information Systems
Tulane University - A.B. Freeman School of Business 1992 — 1993
Investment Partners of Acadiana March 2009 - Present
Raymond James March 2009 - Present
Morgan Stanley Smith Barney March 2001 - March 2009
Skills
Financial Advisory, Securities, Strategic Financial..., Financial Planning, Finance, Retirement Planning, Investment Management, Wealth Management, Mutual Funds, Investment Advisory, Series 7, Asset Allocation, Asset Management, Insurance, Series 63, Uniform Combined State..., Municipal Bonds
Education
Louisiana College 1993 — 1996
Bachelor of Science (B.S.), Business Administration - Management Information Systems
Tulane University - A.B. Freeman School of Business 1992 — 1993
Alan Patten Alan Patten's Raymond James Experience March 1993 - Present
Job Associate Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James March 1993 - Present
Education
Iowa State University - College of Business 1984 — 1989
Raymond James March 1993 - Present
Education
Iowa State University - College of Business 1984 — 1989
Charles Sursa, CFP® Charles Sursa, CFP®'s Raymond James Experience January 2008 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James January 2008 - Present
Education
University of Virginia Darden School of Business 1981 — 1983
MBA, Business Administration
Indiana University Bloomington 1973 — 1977
B.S., Finance
Raymond James January 2008 - Present
Education
University of Virginia Darden School of Business 1981 — 1983
MBA, Business Administration
Indiana University Bloomington 1973 — 1977
B.S., Finance
Jennifer M. Forrest's Raymond James Experience June 2000 - March 2010
Job Sr. Registered Client Service Associate, Spartans Girls 16u Travel Hockey Manager
Industry Financial Services
Experience
Regal Investment Advisors February 2010 - April 2012
Triple Js Sports, LLC April 2006 - April 2012
Raymond James June 2000 - March 2010
Prudential Securities September 1990 - January 2000
Skills
Event Planning, Team Management, Team Leadership, Team Building, Organizational..., Customer Service, Series 7, Series 63, Project Management, Operations Management, Event Management, Risk Management, Retail Sales, Retail Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint, CRM, Critical Thinking, Marketing Communications, Problem Solving, Heat Transfer, Office Administration, Front Office, Accounts Receivable, Small Business, Coordinating Events, Live Meeting, Administrative..., Asset Managment, Employee Benefits, Entrepreneurship, Hospitality, Social Networking, PowerPoint, Trading, Financial Analysis, Strategic Financial..., Travel Planning, Virtual Assistance, Sales, Retirement Planning, 401k, Investment Advisory, Series 65, 401k Rollovers, Social Media Marketing
Education
Lake Superior State University
Regal Investment Advisors February 2010 - April 2012
Triple Js Sports, LLC April 2006 - April 2012
Raymond James June 2000 - March 2010
Prudential Securities September 1990 - January 2000
Skills
Event Planning, Team Management, Team Leadership, Team Building, Organizational..., Customer Service, Series 7, Series 63, Project Management, Operations Management, Event Management, Risk Management, Retail Sales, Retail Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint, CRM, Critical Thinking, Marketing Communications, Problem Solving, Heat Transfer, Office Administration, Front Office, Accounts Receivable, Small Business, Coordinating Events, Live Meeting, Administrative..., Asset Managment, Employee Benefits, Entrepreneurship, Hospitality, Social Networking, PowerPoint, Trading, Financial Analysis, Strategic Financial..., Travel Planning, Virtual Assistance, Sales, Retirement Planning, 401k, Investment Advisory, Series 65, 401k Rollovers, Social Media Marketing
Education
Lake Superior State University
Heidi Gough Heidi Gough's Raymond James Experience December 2008 - Present
Job Senior Vice President Investments, Raymond James
Industry Investment Management
Experience
Raymond James December 2008 - Present
Heart House Dallas 2011 - 2013
Merrill Lynch April 1991 - December 2008
Education
Michigan State University 1979 — 1983
Raymond James December 2008 - Present
Heart House Dallas 2011 - 2013
Merrill Lynch April 1991 - December 2008
Education
Michigan State University 1979 — 1983
Scott Lentovich Scott Lentovich's Raymond James Experience 1996 - 1997
Job Project Coordinator/ Analyst at Consultant for PwC
Industry Financial Services
Experience
Consultant for PwC March 2013 - Present
Consultant for MetLife October 2011 - March 2013
American Computer Services (Consulting for Aegon) November 2008 - August 2011
LBP July 2007 - October 2008
Mezrah 2006 - 2007
BB&T 2005 - 2006
Rogan and Associates 2002 - 2004
PFPC 2000 - 2002
Raymond James 1996 - 1997
Skills
Quality Assurance, Business Relationship..., Financial Planning, Wealth Management, Executive Compensation, Premium Financing, Life Settlements, Annuity, Insurance, Employee Benefits, Business Analysis, Financial Reporting, Testing, Fixed Annuities, Actuarial Science, Process Improvement, Financial Risk, Strategic Financial..., Pensions, Retirement, Forecasting, Access, Financial Analysis, Financial Services, Accounting, Defined Benefit, Life Insurance, Executive Management, Risk Management, Valuation, Finance, Executive Pay, Data Warehousing, Investments, Asset Allocation, Managerial Finance, 401k, Leadership, Retirement Planning, Vendor Management, SDLC, Business Requirements, Mutual Funds, Requirements Gathering, Asset Management, Portfolio Management, Securities, Financial Advisory
Education
Louisiana State University 2009 — 2010
5th Year Accounting
University of South Florida 2006 — 2009
BSBA, Accounting
University of South Florida 1999 — 2000
MBA, Finance
University of Florida 1991 — 1995
BSBA, Finance
Consultant for PwC March 2013 - Present
Consultant for MetLife October 2011 - March 2013
American Computer Services (Consulting for Aegon) November 2008 - August 2011
LBP July 2007 - October 2008
Mezrah 2006 - 2007
BB&T 2005 - 2006
Rogan and Associates 2002 - 2004
PFPC 2000 - 2002
Raymond James 1996 - 1997
Skills
Quality Assurance, Business Relationship..., Financial Planning, Wealth Management, Executive Compensation, Premium Financing, Life Settlements, Annuity, Insurance, Employee Benefits, Business Analysis, Financial Reporting, Testing, Fixed Annuities, Actuarial Science, Process Improvement, Financial Risk, Strategic Financial..., Pensions, Retirement, Forecasting, Access, Financial Analysis, Financial Services, Accounting, Defined Benefit, Life Insurance, Executive Management, Risk Management, Valuation, Finance, Executive Pay, Data Warehousing, Investments, Asset Allocation, Managerial Finance, 401k, Leadership, Retirement Planning, Vendor Management, SDLC, Business Requirements, Mutual Funds, Requirements Gathering, Asset Management, Portfolio Management, Securities, Financial Advisory
Education
Louisiana State University 2009 — 2010
5th Year Accounting
University of South Florida 2006 — 2009
BSBA, Accounting
University of South Florida 1999 — 2000
MBA, Finance
University of Florida 1991 — 1995
BSBA, Finance
James B. Evans's Raymond James Experience January 1999 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James January 1999 - Present
Roney & Co. January 1997 - January 1999
Education
Indiana University Bloomington
Bachelor's degree, Business
Raymond James January 1999 - Present
Roney & Co. January 1997 - January 1999
Education
Indiana University Bloomington
Bachelor's degree, Business
Staci L. Jackson Staci L. Jackson's Raymond James Experience February 2013 - November 2013
Job Managing Partner / Wealth Advisor at Paragon Wealth Solutions
Industry Financial Services
Experience
Paragon Wealth Solutions November 2013 - Present
Raymond James February 2013 - November 2013
Morgan Keegan February 2007 - February 2013
Lambuth University March 1997 - January 1999
Skills
Strategic Planning, Retirement Planning, Team Building, Public Speaking, Investment Advisory, Asset Allocation, Retirement
Education
Lambuth University 1993 — 1996
Bachelor of Science (BSc)
University of Tennessee at Martin 1991 — 1993
Paragon Wealth Solutions November 2013 - Present
Raymond James February 2013 - November 2013
Morgan Keegan February 2007 - February 2013
Lambuth University March 1997 - January 1999
Skills
Strategic Planning, Retirement Planning, Team Building, Public Speaking, Investment Advisory, Asset Allocation, Retirement
Education
Lambuth University 1993 — 1996
Bachelor of Science (BSc)
University of Tennessee at Martin 1991 — 1993
Scott Belgard's Raymond James Experience November 1993 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James November 1993 - Present
Education
Louisiana Tech University 1989 — 1991
Master of Business Administration (MBA), Finance
University of Louisiana at Monroe 1984 — 1986
Bachelor of Business Administration (BBA), Business Management
Southern Arkansas University Tech 1981 — 1983
Associate of Arts (AA), General Studies
Ridgedale
Sallie Humble
Raymond James November 1993 - Present
Education
Louisiana Tech University 1989 — 1991
Master of Business Administration (MBA), Finance
University of Louisiana at Monroe 1984 — 1986
Bachelor of Business Administration (BBA), Business Management
Southern Arkansas University Tech 1981 — 1983
Associate of Arts (AA), General Studies
Ridgedale
Sallie Humble
Steve Hansen Steve Hansen's Raymond James Experience August 2007 - Present
Job SVP, Equity Analyst at Raymond James
Industry Capital Markets
Experience
Raymond James August 2007 - Present
Raymond James October 2005 - August 2007
Morningstar May 2004 - October 2005
Skills
Agriculture, Industrial Equipment, Rail, Specialty Chemicals, Airlines, Transportation, Agribusiness, Industrial Sector, Equities, Equity Valuation, Morningstar, Equity Capital Markets, Capital Markets, Equity Research, Bloomberg, Investment Management, Financial Modeling, Valuation, Investments, Financial Analysis
Education
Ivey Business School at Western University 2002 — 2004
MBA, Finance
The University of British Columbia 1997 — 1999
Bachelor of Science, Forestry
The University of British Columbia 1993 — 1997
Bachelor of Science, Biology
Raymond James August 2007 - Present
Raymond James October 2005 - August 2007
Morningstar May 2004 - October 2005
Skills
Agriculture, Industrial Equipment, Rail, Specialty Chemicals, Airlines, Transportation, Agribusiness, Industrial Sector, Equities, Equity Valuation, Morningstar, Equity Capital Markets, Capital Markets, Equity Research, Bloomberg, Investment Management, Financial Modeling, Valuation, Investments, Financial Analysis
Education
Ivey Business School at Western University 2002 — 2004
MBA, Finance
The University of British Columbia 1997 — 1999
Bachelor of Science, Forestry
The University of British Columbia 1993 — 1997
Bachelor of Science, Biology
Greg Spear Greg Spear's Raymond James Experience 2014 - 2015
Job Raymond James Financial Services: Compliance Specialist
Industry Financial Services
Experience
Raymond James 2014 - 2015
Raymond James 2014 - 2015
Transamerica Financial Advisors, Inc. October 2012 - March 2014
Transamerica Financial Advisors January 2008 - October 2012
Transamerica Financial Advisors, Inc. October 2002 - January 2008
Western Reserve Life Assurance June 2001 - October 2002
Transamerica Asset Management February 2000 - June 2001
US Coast Guard February 1991 - May 1999
Skills
Insurance, Risk Management, FINRA, Strategic Financial..., Customer Service, Time Management, Mutual Funds, Life Insurance, Outlook, Process Improvement, Budgets, Series 7, Series 24, Series 63, Asset Management, Financial Services, Leadership, Securities, AML, Series 6, Investment Advisory, Health Insurance, Investments, Access, Retirement, Retirement Planning, Compliance, Alternative Investments, Financial Planning
Education
Jefferson Community College 1987 — 1988
None, Math/Science
St. Petersburg College
Health Services/Allied Health/Health Sciences, General
Indian River Central
Raymond James 2014 - 2015
Raymond James 2014 - 2015
Transamerica Financial Advisors, Inc. October 2012 - March 2014
Transamerica Financial Advisors January 2008 - October 2012
Transamerica Financial Advisors, Inc. October 2002 - January 2008
Western Reserve Life Assurance June 2001 - October 2002
Transamerica Asset Management February 2000 - June 2001
US Coast Guard February 1991 - May 1999
Skills
Insurance, Risk Management, FINRA, Strategic Financial..., Customer Service, Time Management, Mutual Funds, Life Insurance, Outlook, Process Improvement, Budgets, Series 7, Series 24, Series 63, Asset Management, Financial Services, Leadership, Securities, AML, Series 6, Investment Advisory, Health Insurance, Investments, Access, Retirement, Retirement Planning, Compliance, Alternative Investments, Financial Planning
Education
Jefferson Community College 1987 — 1988
None, Math/Science
St. Petersburg College
Health Services/Allied Health/Health Sciences, General
Indian River Central
Tom Whitehurst Tom Whitehurst's Raymond James Experience March 2009 - Present
Job Sr. VP, Investments, Whitehurst Advisory Group of Raymond James & Associates
Industry Financial Services
Experience
Raymond James March 2009 - Present
Autism Speaks 2006 - 2011
Northern Trust Securities February 1990 - March 2009
Skills
Wealth Management, Investments, Asset Managment, Asset Allocation, Investment Advisory, Wealth Management..., High Net Worth..., Alternative Investments, Securities, Investment Strategies, Series 7, Strategic Financial..., Retirement Planning, Estate Planning, Insurance, Finance, Financial Advisory, Wealth, Series 63, Retirement, Fixed Annuities, Asset Management, Portfolio Management, Investment Management, 401k, Equities, Financial Planners, Financial Services, Life Insurance, Fixed Income, Long-term Care, Private Banking, Mutual Funds, Series 24, Options
Education
Indiana University Bloomington 1973 — 1978
PhD, Mathematics
The University of Akron
B.S., Mathematics
Raymond James March 2009 - Present
Autism Speaks 2006 - 2011
Northern Trust Securities February 1990 - March 2009
Skills
Wealth Management, Investments, Asset Managment, Asset Allocation, Investment Advisory, Wealth Management..., High Net Worth..., Alternative Investments, Securities, Investment Strategies, Series 7, Strategic Financial..., Retirement Planning, Estate Planning, Insurance, Finance, Financial Advisory, Wealth, Series 63, Retirement, Fixed Annuities, Asset Management, Portfolio Management, Investment Management, 401k, Equities, Financial Planners, Financial Services, Life Insurance, Fixed Income, Long-term Care, Private Banking, Mutual Funds, Series 24, Options
Education
Indiana University Bloomington 1973 — 1978
PhD, Mathematics
The University of Akron
B.S., Mathematics
David Doerflinger's Raymond James Experience February 2001 - February 2007
Job Senior Business Development Officer at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. May 2010 - Present
Nexity Financial Services, Inc. February 2007 - May 2010
Raymond James February 2001 - February 2007
George K. Baum & Company 1999 - 2001
Raymond James November 1989 - October 1999
Skills
Mutual Funds, Strategic Financial..., Asset Managment, Series 7, Banking, Portfolio Management, Investments, Wealth Management, Series 63, Loans, Retirement Planning, Insurance
Education
Kansas State University 1983 — 1987
BS, Business
Investment Professionals, Inc. May 2010 - Present
Nexity Financial Services, Inc. February 2007 - May 2010
Raymond James February 2001 - February 2007
George K. Baum & Company 1999 - 2001
Raymond James November 1989 - October 1999
Skills
Mutual Funds, Strategic Financial..., Asset Managment, Series 7, Banking, Portfolio Management, Investments, Wealth Management, Series 63, Loans, Retirement Planning, Insurance
Education
Kansas State University 1983 — 1987
BS, Business
Karen Julien Karen Julien's Raymond James Experience June 2006 - Present
Job Vice President, Investments & Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James June 2006 - Present
LaSalle Broker Dealer Services November 2000 - March 2006
McDonald Investments, Inc. February 1985 - October 2001
Education
Lakeland Community College
AS, Applied Business
Raymond James June 2006 - Present
LaSalle Broker Dealer Services November 2000 - March 2006
McDonald Investments, Inc. February 1985 - October 2001
Education
Lakeland Community College
AS, Applied Business
Barb Regnitz Barb Regnitz's Raymond James Experience January 2008 - Present
Job Vice President Investments | Financial Planner | Retirement Income Specialist | 401K's at Raymond James
Industry Financial Services
Experience
Raymond James January 2008 - Present
A. G. Edwards & Sons, Inc. August 2001 - January 2008
Covia 1989 - 1996
United Airlines 1983 - 1989
Skills
Investments, Retirement, Estate Planning, Portfolio Management, Retirement Planning, 401k, Financial Services, Financial Advisory, Finance, Asset Allocation, Securities, Wealth Management, Mutual Funds, Strategic Financial..., Financial Planning, Investment Advisory, Asset Management, Small Business, Mergers & Acquisitions, Insurance, Wealth, Financial Analysis, Financial Planners, Investment Strategies, Investment Management, IRAs, Fixed Annuities, Long-term Care, Life Insurance, Qualified Retirement..., Retirement Income..., Financial Advice, 401K's
Education
Landmark Education 1996 — 1998
Purdue University 1971 — 1975
BS, BA
Albert-Ludwigs-Universität Freiburg im Breisgau 1974 — 1975
BS/BA
Raymond James January 2008 - Present
A. G. Edwards & Sons, Inc. August 2001 - January 2008
Covia 1989 - 1996
United Airlines 1983 - 1989
Skills
Investments, Retirement, Estate Planning, Portfolio Management, Retirement Planning, 401k, Financial Services, Financial Advisory, Finance, Asset Allocation, Securities, Wealth Management, Mutual Funds, Strategic Financial..., Financial Planning, Investment Advisory, Asset Management, Small Business, Mergers & Acquisitions, Insurance, Wealth, Financial Analysis, Financial Planners, Investment Strategies, Investment Management, IRAs, Fixed Annuities, Long-term Care, Life Insurance, Qualified Retirement..., Retirement Income..., Financial Advice, 401K's
Education
Landmark Education 1996 — 1998
Purdue University 1971 — 1975
BS, BA
Albert-Ludwigs-Universität Freiburg im Breisgau 1974 — 1975
BS/BA
Heidi O'Dea Heidi O'Dea's Raymond James Experience January 2012 - Present
Job Financial Advisor, Raymond James
Industry Financial Services
Experience
Raymond James January 2012 - Present
Edward Jones October 1995 - January 2012
Skills
Mutual Funds, Investments, Securities, Fixed Annuities, Life Insurance, Strategic Financial..., Bonds, Finance, Alternative Investments, Long-term Care, Long Term Care Insurance, Series 7, Retirement Planning, 401k Rollovers, Series 63, IRAs, Options, Series 6, 529 Plans, Saving for Education, Term Life Insurance, Income Protection, Roth IRA, Variable Annuities, High Net Worth..., Estate Planning, FINRA, Universal Life, Insurance, Savings, Investment Advisory..., Fixed Income, College Savings Plans, Qualified Retirement..., Municipal Bonds, Disability Insurance, Financial Goals, Pensions, Stocks, 401k, ETFs, Retirement
Education
Kaplan University 2013 — 2014
Wealth Management Specialist, Finance and Financial Management Services
MSU 1993 — 1995
Bachelor of Science (B.S.), Political Science Pre Law
Northern Illinois University 1991 — 1993
Bachelor of Applied Science (B.A.Sc.), Economics
Kishwaukee College 1989 — 1991
Associates degree in Pre Law, Law
Raymond James January 2012 - Present
Edward Jones October 1995 - January 2012
Skills
Mutual Funds, Investments, Securities, Fixed Annuities, Life Insurance, Strategic Financial..., Bonds, Finance, Alternative Investments, Long-term Care, Long Term Care Insurance, Series 7, Retirement Planning, 401k Rollovers, Series 63, IRAs, Options, Series 6, 529 Plans, Saving for Education, Term Life Insurance, Income Protection, Roth IRA, Variable Annuities, High Net Worth..., Estate Planning, FINRA, Universal Life, Insurance, Savings, Investment Advisory..., Fixed Income, College Savings Plans, Qualified Retirement..., Municipal Bonds, Disability Insurance, Financial Goals, Pensions, Stocks, 401k, ETFs, Retirement
Education
Kaplan University 2013 — 2014
Wealth Management Specialist, Finance and Financial Management Services
MSU 1993 — 1995
Bachelor of Science (B.S.), Political Science Pre Law
Northern Illinois University 1991 — 1993
Bachelor of Applied Science (B.A.Sc.), Economics
Kishwaukee College 1989 — 1991
Associates degree in Pre Law, Law
Kim Melletat-Yencer Kim Melletat-Yencer's Raymond James Experience January 2006 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James January 2006 - Present
UBS Wealth Management May 2000 - January 2006
Merrill Lynch January 1990 - January 2000
Thomson Mckinnon / Prudential Securities January 1988 - January 1990
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Series 7, Fixed Annuities, Investments, Asset Management, Alternative Investments, Life Insurance, Finance, 401k, Personal Finance, Long Term Care Insurance, Estate Planning, Mutual Funds, Employee Benefits, Insurance, Investment Advisory, Asset Allocation, Financial Advisory, Securities, Series 63, Investment Strategies, Portfolio Management
Education
Institute of Investment Management Consulting at Raymond James 2014 — 2014
IIMC Designation, Asset Allocation, Manager Selection and Portfolio Construction
Financial Planning 2006 — 2009
Finance
Oakland University 2004 — 2006
Financial Planning / CFP Courses
Kaplan University
Financial Planning
Raymond James January 2006 - Present
UBS Wealth Management May 2000 - January 2006
Merrill Lynch January 1990 - January 2000
Thomson Mckinnon / Prudential Securities January 1988 - January 1990
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Series 7, Fixed Annuities, Investments, Asset Management, Alternative Investments, Life Insurance, Finance, 401k, Personal Finance, Long Term Care Insurance, Estate Planning, Mutual Funds, Employee Benefits, Insurance, Investment Advisory, Asset Allocation, Financial Advisory, Securities, Series 63, Investment Strategies, Portfolio Management
Education
Institute of Investment Management Consulting at Raymond James 2014 — 2014
IIMC Designation, Asset Allocation, Manager Selection and Portfolio Construction
Financial Planning 2006 — 2009
Finance
Oakland University 2004 — 2006
Financial Planning / CFP Courses
Kaplan University
Financial Planning
Bill Murdock's Raymond James Experience 1999 - 2000
Job VP Wealth and Planning Strategies at Indesign Financial Group Ltd.
Industry Financial Services
Experience
Indesign Financial Group Ltd. December 1999 - Present
At In Motion Physio 2012 - 2012
Freedom 55 Financial October 2007 - July 2010
Raymond James 1999 - 2000
Skills
Financial Planning, Insurance, Group Benefits, Critical Illness, Disability Insurance, Retirement, Mutual Funds, Retirement Planning, Wealth Management, Annuities, Investments, Mortgage, Estate Planning, Sales Management, Customer Relations, Pensions, Negotiation, Financial Analysis, Coaching, Mentoring, Strategic Planning, Portfolio Management, Risk Management, Budgeting, Insurance Planning, Asset Management, Employee Benefits, Health Insurance, Strategic Financial..., Leadership, Wealth, Financial Services, Financial Planners, Customer Service, Budgets, Financial Advisory, Wealth Accumulation, Mortgage Lending
Education
ADVOCIS 2000 — 2012
Finance
Langara College
n/a, Psychology, Economics
Indesign Financial Group Ltd. December 1999 - Present
At In Motion Physio 2012 - 2012
Freedom 55 Financial October 2007 - July 2010
Raymond James 1999 - 2000
Skills
Financial Planning, Insurance, Group Benefits, Critical Illness, Disability Insurance, Retirement, Mutual Funds, Retirement Planning, Wealth Management, Annuities, Investments, Mortgage, Estate Planning, Sales Management, Customer Relations, Pensions, Negotiation, Financial Analysis, Coaching, Mentoring, Strategic Planning, Portfolio Management, Risk Management, Budgeting, Insurance Planning, Asset Management, Employee Benefits, Health Insurance, Strategic Financial..., Leadership, Wealth, Financial Services, Financial Planners, Customer Service, Budgets, Financial Advisory, Wealth Accumulation, Mortgage Lending
Education
ADVOCIS 2000 — 2012
Finance
Langara College
n/a, Psychology, Economics
Jeff Elliott, PhD, CFA Jeff Elliott, PhD, CFA's Raymond James Experience July 2003 - January 2005
Job VP and Portfolio Manager at CI Investments
Industry Investment Management
Experience
CI Investments Inc. August 2013 - Present
Sectoral Asset Management November 2010 - July 2013
UBS Investment Bank January 2008 - October 2010
UBS Investment Bank January 2005 - January 2008
Raymond James July 2003 - January 2005
MDS Capital May 2002 - August 2002
Twinstrand Therapeutics April 2000 - May 2001
Skills
Equity Research, Financial Modeling, Investments, Asset Managment, Financial Analysis, Capital Markets, Equity Valuation, Securities, Investment Management, Biotechnology, Financial Services, Equities, Bloomberg, Portfolio Management, Financial Markets, Investment Strategies, Asset Management
Education
The University of Western Ontario - Richard Ivey School of Business 2001 — 2003
MBA, Business Administration and Management, General
Simon Fraser University 1994 — 2000
PhD, Molecular Biology and Biochemistry
Queen's University 1990 — 1994
B.Sc., Biochemistry
CFA Institute
CFA (Chartered Financial Analyst)
CI Investments Inc. August 2013 - Present
Sectoral Asset Management November 2010 - July 2013
UBS Investment Bank January 2008 - October 2010
UBS Investment Bank January 2005 - January 2008
Raymond James July 2003 - January 2005
MDS Capital May 2002 - August 2002
Twinstrand Therapeutics April 2000 - May 2001
Skills
Equity Research, Financial Modeling, Investments, Asset Managment, Financial Analysis, Capital Markets, Equity Valuation, Securities, Investment Management, Biotechnology, Financial Services, Equities, Bloomberg, Portfolio Management, Financial Markets, Investment Strategies, Asset Management
Education
The University of Western Ontario - Richard Ivey School of Business 2001 — 2003
MBA, Business Administration and Management, General
Simon Fraser University 1994 — 2000
PhD, Molecular Biology and Biochemistry
Queen's University 1990 — 1994
B.Sc., Biochemistry
CFA Institute
CFA (Chartered Financial Analyst)
Keith Ikard Keith Ikard's Raymond James Experience 1999 - 2001
Job Commercial Real Estate at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle June 2013 - Present
Bradford Allen Realty Services April 2011 - January 2013
Qualitas Property Management February 2007 - March 2011
ARA Property Management March 2006 - February 2007
Raymond James 1999 - 2001
Skills
Tenant Representation, Landlord, Leases, Brokerage, Location Intelligence, Real Estate, Real Estate Economics, Tenant, Real Estate Development, Commercial Real Estate, Disposition, Property Management, Landlords, Property, Condos, Investors, Investment Properties
Education
Vanderbilt University 2001 — 2003
MBA, Finance, Business Strategy
Indiana University Bloomington 1992 — 1996
Bachelor of Arts, History and Economics
Montgomery Bell Academy 1987 — 1991
Jones Lang LaSalle June 2013 - Present
Bradford Allen Realty Services April 2011 - January 2013
Qualitas Property Management February 2007 - March 2011
ARA Property Management March 2006 - February 2007
Raymond James 1999 - 2001
Skills
Tenant Representation, Landlord, Leases, Brokerage, Location Intelligence, Real Estate, Real Estate Economics, Tenant, Real Estate Development, Commercial Real Estate, Disposition, Property Management, Landlords, Property, Condos, Investors, Investment Properties
Education
Vanderbilt University 2001 — 2003
MBA, Finance, Business Strategy
Indiana University Bloomington 1992 — 1996
Bachelor of Arts, History and Economics
Montgomery Bell Academy 1987 — 1991
Travis Davidson Travis Davidson's Raymond James Experience May 2010 - September 2012
Job Senior Quality Engineer
Industry Information Technology and Services
Experience
CareCloud September 2015 - Present
JPMorgan Chase April 2013 - September 2015
Flaming Taco Inc. November 2013 - August 2015
The Depository Trust & Clearing Corporation September 2012 - March 2013
Raymond James May 2010 - September 2012
Coldwell Banker - South Tampa January 2010 - July 2012
Gorilla June 2008 - April 2010
JPMorgan Chase February 2007 - October 2007
Gorilla Systems January 2005 - 2007
JPMorgan Chase March 2003 - September 2005
Skills
Quality Assurance, Vendor Management, Project Management, Software Documentation, Business Analysis, Management, Recruiting, Training, Start-ups, Contract Negotiation, Real Estate, First Time Home Buyers, Metrics, Advertising, Technical Requirements, Market Planning, Appraisals
Education
International Academy of Design 2005 — 2006
Marketing
University of Phoenix 1996 — 1999
CareCloud September 2015 - Present
JPMorgan Chase April 2013 - September 2015
Flaming Taco Inc. November 2013 - August 2015
The Depository Trust & Clearing Corporation September 2012 - March 2013
Raymond James May 2010 - September 2012
Coldwell Banker - South Tampa January 2010 - July 2012
Gorilla June 2008 - April 2010
JPMorgan Chase February 2007 - October 2007
Gorilla Systems January 2005 - 2007
JPMorgan Chase March 2003 - September 2005
Skills
Quality Assurance, Vendor Management, Project Management, Software Documentation, Business Analysis, Management, Recruiting, Training, Start-ups, Contract Negotiation, Real Estate, First Time Home Buyers, Metrics, Advertising, Technical Requirements, Market Planning, Appraisals
Education
International Academy of Design 2005 — 2006
Marketing
University of Phoenix 1996 — 1999
Brian E. Baker, CFP®'s Raymond James Experience September 2001 - April 2007
Job Partner at Ford Mays Wealth Management & Family Retirement Specialists
Industry Financial Services
Experience
Ford Mays Wealth Management April 2007 - Present
Ford Mays Wealth Management April 2007 - Present
Raymond James September 2001 - April 2007
Skills
Estate Planning, Financial Planning, Retirement Planning, Insurance, Comprehensive Wealth..., Investments, Employee Benefits, Investment Advisory, Retirement, Strategic Financial..., Wealth Management, Finance, Financial Advisory, Wealth
Education
Liberty University 1996 — 2000
BA, Education
Greenwood
Ford Mays Wealth Management April 2007 - Present
Ford Mays Wealth Management April 2007 - Present
Raymond James September 2001 - April 2007
Skills
Estate Planning, Financial Planning, Retirement Planning, Insurance, Comprehensive Wealth..., Investments, Employee Benefits, Investment Advisory, Retirement, Strategic Financial..., Wealth Management, Finance, Financial Advisory, Wealth
Education
Liberty University 1996 — 2000
BA, Education
Greenwood
Crystal Larsh's Raymond James Experience August 2008 - November 2011
Job Project Manager, Program Services at Electronic Arts (EA)
Industry Information Technology and Services
Experience
Electronic Arts (EA) June 2015 - Present
Lakes at Northtown HOA March 2014 - Present
Electronic Arts (EA) September 2014 - June 2015
GTECH S.p.A. (Contracted under Next Consulting, LLC) March 2012 - August 2014
Sparksight November 2011 - March 2012
Raymond James August 2008 - November 2011
Starbucks January 2008 - September 2008
Nielsen Company May 2003 - January 2008
Office Depot December 2001 - May 2003
Icare Industries May 1997 - February 2002
Skills
Project Management, Product Management, Software Development, PMP, Product Development, Program Management, Process Improvement, PMO, Management, Training, E-commerce
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Master of Business Administration (MBA), E-Commerce/Electronic Commerce
Keller Graduate School of Management of DeVry University 2011 — 2012
Master of Project Management (MPM), Computer Software Engineering
Keller Graduate School of Management of DeVry University 2011 — 2011
Graduate Certificate, Project Management
University of South Florida 2001 — 2008
Business, Marketing
Center for Advanced Technologies - Lakewood High School 1997 — 2001
Electronic Arts (EA) June 2015 - Present
Lakes at Northtown HOA March 2014 - Present
Electronic Arts (EA) September 2014 - June 2015
GTECH S.p.A. (Contracted under Next Consulting, LLC) March 2012 - August 2014
Sparksight November 2011 - March 2012
Raymond James August 2008 - November 2011
Starbucks January 2008 - September 2008
Nielsen Company May 2003 - January 2008
Office Depot December 2001 - May 2003
Icare Industries May 1997 - February 2002
Skills
Project Management, Product Management, Software Development, PMP, Product Development, Program Management, Process Improvement, PMO, Management, Training, E-commerce
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Master of Business Administration (MBA), E-Commerce/Electronic Commerce
Keller Graduate School of Management of DeVry University 2011 — 2012
Master of Project Management (MPM), Computer Software Engineering
Keller Graduate School of Management of DeVry University 2011 — 2011
Graduate Certificate, Project Management
University of South Florida 2001 — 2008
Business, Marketing
Center for Advanced Technologies - Lakewood High School 1997 — 2001
Kelly Osborne's Raymond James Experience October 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Raymond James October 2008 - Present
Edward Jones April 2005 - October 2008
NPC June 1999 - April 2004
Education
Indiana University-Southeast 1993 — 1997
BA, Communications
Raymond James October 2008 - Present
Edward Jones April 2005 - October 2008
NPC June 1999 - April 2004
Education
Indiana University-Southeast 1993 — 1997
BA, Communications
Logan Zuber Logan Zuber's Raymond James Experience April 2014 - August 2014
Job Alternative Fuel Consultant at Propane AutoGas LLC
Industry Transportation/Trucking/Railroad
Experience
Propane AutoGas LLC May 2015 - Present
Raymond James April 2014 - August 2014
Classic City Center July 2006 - October 2013
SOS Service Inc. August 2012 - December 2012
Performance Freight LLC June 2012 - August 2012
Skills
Propane Autogas, Management, Customer Service, Finance, Microsoft Office, Microsoft Excel, Propane, Alternative Fuels, Renewable Energy, Sales, Logistics, Data Entry, Communication, Phone Etiquette, Analysis, Financial Modeling, Marketing, Freight, Social Networking, Public Speaking, Strategic Planning, Leadership, Entrepreneurship, Social Media, Microsoft Access
Education
Indiana University—Purdue University Fort Wayne 2015 — 2017
Environmental Policy
Indiana University Bloomington 2014 — 2015
Entrepreneurship & Corporate Innovation, Sophomore
Ivy Tech Community College-Northeast 2013 — 2014
Finance, Investments, Freshman
DeKalb High School
Propane AutoGas LLC May 2015 - Present
Raymond James April 2014 - August 2014
Classic City Center July 2006 - October 2013
SOS Service Inc. August 2012 - December 2012
Performance Freight LLC June 2012 - August 2012
Skills
Propane Autogas, Management, Customer Service, Finance, Microsoft Office, Microsoft Excel, Propane, Alternative Fuels, Renewable Energy, Sales, Logistics, Data Entry, Communication, Phone Etiquette, Analysis, Financial Modeling, Marketing, Freight, Social Networking, Public Speaking, Strategic Planning, Leadership, Entrepreneurship, Social Media, Microsoft Access
Education
Indiana University—Purdue University Fort Wayne 2015 — 2017
Environmental Policy
Indiana University Bloomington 2014 — 2015
Entrepreneurship & Corporate Innovation, Sophomore
Ivy Tech Community College-Northeast 2013 — 2014
Finance, Investments, Freshman
DeKalb High School
Lisa Westmoreland's Raymond James Experience November 1990 - Present
Job Managing Director Raymond James
Industry Financial Services
Experience
Raymond James November 1990 - Present
Education
Louisiana State University
Raymond James November 1990 - Present
Education
Louisiana State University
Tommy Cockrell's Raymond James Experience June 1987 - Present
Job
Industry Financial Services
Experience
Raymond James June 1987 - Present
Skills
Investments, Securities, Financial Advisory, Retirement, 401k, Financial Analysis, Succession Planning, Strategic Planning, Customer Service, Employee Benefits
Education
Louisiana Tech University 1983 — 1987
Bachelor of Science (BS), Finance
Raymond James June 1987 - Present
Skills
Investments, Securities, Financial Advisory, Retirement, 401k, Financial Analysis, Succession Planning, Strategic Planning, Customer Service, Employee Benefits
Education
Louisiana Tech University 1983 — 1987
Bachelor of Science (BS), Finance
Jeff Schultz Jeff Schultz's Raymond James Experience February 2007 - Present
Job Senior Vice President, Investments and Certified Financial Planner™ at Raymond James
Industry Financial Services
Experience
Raymond James February 2007 - Present
Smith Barney February 1994 - January 2007
Education
Miami University 1988 — 1992
Finance
Raymond James February 2007 - Present
Smith Barney February 1994 - January 2007
Education
Miami University 1988 — 1992
Finance
Andre Dugas's Raymond James Experience March 2013 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James March 2013 - Present
Merrill Lynch December 2005 - March 2013
Smith Barney April 2002 - December 2005
Smith Barney April 2000 - December 2005
Janus Capital Group September 2000 - September 2001
Skills
Securities, Alternative Investments, Financial Analysis, Fixed Annuities, Financial Modeling, Asset Management, Strategic Planning, Asset Allocation, Financial Reporting, Finance
Education
Louisiana State University 1995 — 1999
Bachelor of Science (BS), Finance
Raymond James March 2013 - Present
Merrill Lynch December 2005 - March 2013
Smith Barney April 2002 - December 2005
Smith Barney April 2000 - December 2005
Janus Capital Group September 2000 - September 2001
Skills
Securities, Alternative Investments, Financial Analysis, Fixed Annuities, Financial Modeling, Asset Management, Strategic Planning, Asset Allocation, Financial Reporting, Finance
Education
Louisiana State University 1995 — 1999
Bachelor of Science (BS), Finance
Jamey Sullivan, AAMS®, WMS's Raymond James Experience January 2008 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James January 2008 - Present
Skills
Leadership, Financial Planning, Estate Planning, Financial Services, Risk Management, Retirement Planning, College Education...
Education
Indiana University-Southeast 1992 — 1996
Bachelor's degree
Paoli Jr Sr High School
Raymond James January 2008 - Present
Skills
Leadership, Financial Planning, Estate Planning, Financial Services, Risk Management, Retirement Planning, College Education...
Education
Indiana University-Southeast 1992 — 1996
Bachelor's degree
Paoli Jr Sr High School
Danielle Goldsmith, MBA's Raymond James Experience July 2012 - July 2013
Job Admissions/ Financial Aid Counselor at Lindenwood University
Industry Higher Education
Experience
St. Louis Rams April 2015 - Present
Lindenwood University August 2013 - Present
Raymond James July 2012 - July 2013
Medical West August 2011 - May 2012
Skills
Customer Service, Sales, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Leadership, Data Entry, Sales Management, Recruiting, Teamwork, Public Speaking, Event Planning, Social Media, Training, Social Networking
Education
Lindenwood University 2014 — 2015
Master of Business Administration (M.B.A.)
Lindenwood University 2010 — 2012
Bachelor of Arts, Marketing/Marketing Management
Mineral Area College 2009 — 2010
Associate of Arts (AA), General Studies
St. Louis Rams April 2015 - Present
Lindenwood University August 2013 - Present
Raymond James July 2012 - July 2013
Medical West August 2011 - May 2012
Skills
Customer Service, Sales, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Leadership, Data Entry, Sales Management, Recruiting, Teamwork, Public Speaking, Event Planning, Social Media, Training, Social Networking
Education
Lindenwood University 2014 — 2015
Master of Business Administration (M.B.A.)
Lindenwood University 2010 — 2012
Bachelor of Arts, Marketing/Marketing Management
Mineral Area College 2009 — 2010
Associate of Arts (AA), General Studies
Susan Horn Susan Horn's Raymond James Experience 2008 - December 2012
Job SVP ECM Operations, Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. January 2013 - Present
Raymond James 2008 - December 2012
Raymond James Financial Inc. June 1999 - 2008
Raymond James Financial, Inc. 1995 - 1999
Skills
Series 7, Business Analysis, Investments, Financial Modeling, Securities, Mutual Funds, Fixed Income, Equities, Financial Analysis, Financial Services, Finance, Portfolio Management, Capital Markets, Asset Management, Strategic Financial..., Investment Banking, Process Improvement, IT Strategy, Series 63, Hedge Funds, Management, Bloomberg, Risk Management, Banking, Trading, Mergers & Acquisitions, Financial Markets, Derivatives, Wealth Management, Investment Advisory, Financial Advisory, Valuation, Investment Management, FINRA, Financial Risk
Education
Miami University 1984 — 1988
Bachelor’s Degree, Finance, General
Raymond James Financial Inc. January 2013 - Present
Raymond James 2008 - December 2012
Raymond James Financial Inc. June 1999 - 2008
Raymond James Financial, Inc. 1995 - 1999
Skills
Series 7, Business Analysis, Investments, Financial Modeling, Securities, Mutual Funds, Fixed Income, Equities, Financial Analysis, Financial Services, Finance, Portfolio Management, Capital Markets, Asset Management, Strategic Financial..., Investment Banking, Process Improvement, IT Strategy, Series 63, Hedge Funds, Management, Bloomberg, Risk Management, Banking, Trading, Mergers & Acquisitions, Financial Markets, Derivatives, Wealth Management, Investment Advisory, Financial Advisory, Valuation, Investment Management, FINRA, Financial Risk
Education
Miami University 1984 — 1988
Bachelor’s Degree, Finance, General
Kirk Ritchie Kirk Ritchie's Raymond James Experience March 2004 - Present
Job VicePresident Investments at Raymond James
Industry Financial Services
Experience
Raymond James March 2004 - Present
James M Myers Inc. February 1986 - March 2004
Education
Lenoir-Rhyne University 1976 — 1980
AB Economics
Raymond James March 2004 - Present
James M Myers Inc. February 1986 - March 2004
Education
Lenoir-Rhyne University 1976 — 1980
AB Economics
Neil Weber Neil Weber's Raymond James Experience May 2004 - Present
Job Institutional Equity Sales Canada at Raymond James
Industry Financial Services
Experience
Raymond James May 2004 - Present
CIBC World Markets 2001 - 2004
CIBC World Markets 1998 - 2001
Skills
Investments, Capital Markets, Alternative Investments, Portfolio Management, Business Strategy, Equities, Hedge Funds, Equity Research, Asset Management, Investment Strategies, Mutual Funds, Wealth Management, Investment Advisory, Bloomberg
Education
The University of Western Ontario - Richard Ivey School of Business
MBA
McGill University
B Comm
Raymond James May 2004 - Present
CIBC World Markets 2001 - 2004
CIBC World Markets 1998 - 2001
Skills
Investments, Capital Markets, Alternative Investments, Portfolio Management, Business Strategy, Equities, Hedge Funds, Equity Research, Asset Management, Investment Strategies, Mutual Funds, Wealth Management, Investment Advisory, Bloomberg
Education
The University of Western Ontario - Richard Ivey School of Business
MBA
McGill University
B Comm
Linda Van Pelt Linda Van Pelt's Raymond James Experience February 2005 - Present
Job Branch Administrative Manager at Raymond James
Industry Financial Services
Experience
Raymond James February 2005 - Present
Skills
Project Management, Process Improvement, Sales, Team Building, Budgets, Operations Management, Team Leadership, Public Speaking, Financial Analysis, Risk Management
Education
Marshall University 1980 — 1981
Finance, General
West Virginia University 1979 — 1980
Speech-Language Pathology/Pathologist
Raymond James February 2005 - Present
Skills
Project Management, Process Improvement, Sales, Team Building, Budgets, Operations Management, Team Leadership, Public Speaking, Financial Analysis, Risk Management
Education
Marshall University 1980 — 1981
Finance, General
West Virginia University 1979 — 1980
Speech-Language Pathology/Pathologist
Kayla Grosjean's Raymond James Experience June 2012 - November 2012
Job Becoming a Professional in Higher Education
Industry Higher Education
Experience
Indiana University of Pennsylvania June 2015 - Present
MyHomeSpot.com June 2014 - May 2015
Chick-fil-A Restaurants January 2013 - June 2014
St. Petersburg Marriott Clearwater February 2013 - April 2013
Raymond James June 2012 - November 2012
Marriott St. Petersburg Clearwater January 2012 - June 2012
University of West Florida August 2010 - December 2011
Marriott St. Petersburg Clearwater May 2011 - July 2011
Payless Shoe Source October 2009 - April 2011
Cracker Barrel August 2006 - August 2008
Skills
Event Planning, Leadership, Organization, Microsoft Office, Hospitality Management, Banquet Operations, Teamwork, Close Attention to..., Highly motivated..., Oral & Written..., Creativity, Data Entry, Communication, Public Speaking, Hotels, Sales
Education
Indiana University of Pennsylvania 2015 — 2017
Master of Arts (M.A.), Student Affairs in Higher Education (SAHE)
University of West Florida 2008 — 2012
Bachelor of Science, Hospitality, Recreation, and Resort Management, 3.28
University of West Florida 2008 — 2010
Associate of Arts Degree, Hospitality Recreation and Resort Management
Indiana University of Pennsylvania June 2015 - Present
MyHomeSpot.com June 2014 - May 2015
Chick-fil-A Restaurants January 2013 - June 2014
St. Petersburg Marriott Clearwater February 2013 - April 2013
Raymond James June 2012 - November 2012
Marriott St. Petersburg Clearwater January 2012 - June 2012
University of West Florida August 2010 - December 2011
Marriott St. Petersburg Clearwater May 2011 - July 2011
Payless Shoe Source October 2009 - April 2011
Cracker Barrel August 2006 - August 2008
Skills
Event Planning, Leadership, Organization, Microsoft Office, Hospitality Management, Banquet Operations, Teamwork, Close Attention to..., Highly motivated..., Oral & Written..., Creativity, Data Entry, Communication, Public Speaking, Hotels, Sales
Education
Indiana University of Pennsylvania 2015 — 2017
Master of Arts (M.A.), Student Affairs in Higher Education (SAHE)
University of West Florida 2008 — 2012
Bachelor of Science, Hospitality, Recreation, and Resort Management, 3.28
University of West Florida 2008 — 2010
Associate of Arts Degree, Hospitality Recreation and Resort Management
Walter Urban, Jr. Walter Urban, Jr.'s Raymond James Experience May 2012 - Present
Job Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James May 2012 - Present
Morgan Stanley Wealth Management June 2009 - May 2012
Smith Barney February 2005 - June 2009
Skills
Portfolio Management, Retirement Planning, Estate Planning, Financial Advisory, Securities, Retirement, Finance, Wealth Management, Series 7, Asset Allocation, Investment Advisory, Investments, Mutual Funds
Education
La Salle University 1966 — 1970
Bachelor's Degree, Marketing and Economics
Raymond James May 2012 - Present
Morgan Stanley Wealth Management June 2009 - May 2012
Smith Barney February 2005 - June 2009
Skills
Portfolio Management, Retirement Planning, Estate Planning, Financial Advisory, Securities, Retirement, Finance, Wealth Management, Series 7, Asset Allocation, Investment Advisory, Investments, Mutual Funds
Education
La Salle University 1966 — 1970
Bachelor's Degree, Marketing and Economics
Rhonda Weinman, CFP® Rhonda Weinman, CFP®'s Raymond James Experience 2008 - Present
Job Senior Vice President, Investments
Industry Investment Management
Experience
Raymond James 2008 - Present
Skills
Insurance, Retirement Planning, Investments, Asset Management, Investment Advisory, Series 7, Portfolio Management, Securities, Small Business, Non-profits, Wealth Management, Estate Planning, Financial Planning, Mutual Funds, Retirement, Asset Allocation, Annuities, 401k, Financial Advisory, Strategic Planning, High Net Worth..., Equities, Private Wealth..., Risk Management, Options, Financial Analysis, Cash Management, Investment Strategies, Wealth, Business Planning, Strategic Financial..., Fixed Annuities, Wealth Management..., Nonprofits
Education
LIU Post
Financial Planning Program
University of Rhode Island 1980 — 1983
B.S., Business Administration, with Distinction
Raymond James 2008 - Present
Skills
Insurance, Retirement Planning, Investments, Asset Management, Investment Advisory, Series 7, Portfolio Management, Securities, Small Business, Non-profits, Wealth Management, Estate Planning, Financial Planning, Mutual Funds, Retirement, Asset Allocation, Annuities, 401k, Financial Advisory, Strategic Planning, High Net Worth..., Equities, Private Wealth..., Risk Management, Options, Financial Analysis, Cash Management, Investment Strategies, Wealth, Business Planning, Strategic Financial..., Fixed Annuities, Wealth Management..., Nonprofits
Education
LIU Post
Financial Planning Program
University of Rhode Island 1980 — 1983
B.S., Business Administration, with Distinction
Jessica Song's Raymond James Experience November 2008 - May 2009
Job Project Control Analyst at CSC
Industry Financial Services
Experience
CSC October 2013 - Present
CSC March 2011 - October 2013
Signature Consultants June 2010 - January 2011
World One March 2010 - June 2010
Financial Services of Virginia July 2009 - January 2010
Raymond James November 2008 - May 2009
First Investors Corporation May 2008 - August 2008
Skills
Recruiting, Account Management, Business Analysis, Program Management, Vendor Management, Analysis, Finance, Process Improvement, Business Process..., Forecasting, Risk Management, Management, Data Analysis, Budgets, SDLC
Education
James Madison University 2005 — 2009
Bachelor of Business Administration
James Madison University 2005 — 2009
CSC October 2013 - Present
CSC March 2011 - October 2013
Signature Consultants June 2010 - January 2011
World One March 2010 - June 2010
Financial Services of Virginia July 2009 - January 2010
Raymond James November 2008 - May 2009
First Investors Corporation May 2008 - August 2008
Skills
Recruiting, Account Management, Business Analysis, Program Management, Vendor Management, Analysis, Finance, Process Improvement, Business Process..., Forecasting, Risk Management, Management, Data Analysis, Budgets, SDLC
Education
James Madison University 2005 — 2009
Bachelor of Business Administration
James Madison University 2005 — 2009
Thomas M. Jeffrey Thomas M. Jeffrey's Raymond James Experience July 2013 - Present
Job Senior Vice President, Investments at Troon Investment Advisors of Raymond James
Industry Investment Management
Experience
Raymond James July 2013 - Present
UBS September 2010 - June 2013
Morgan Stanley Wealth Management June 2006 - September 2010
Skills
Series 7, Wealth Management, Asset Allocation, Portfolio Management, Investments, Equities, Mutual Funds, Alternative Investments, Retirement Planning, Investment Advisory, Asset Management, Fixed Income, Series 63, Securities, Investment Strategies, Hedge Funds, Capital Markets, Strategic Financial..., Investment Banking, Retirement, Investment Management, Estate Planning, Financial Advisory, Financial Services, IRAs
Education
Michigan State University 1974 — 1978
Bachelor of Arts (B.A.), Political Science and Government
Raymond James July 2013 - Present
UBS September 2010 - June 2013
Morgan Stanley Wealth Management June 2006 - September 2010
Skills
Series 7, Wealth Management, Asset Allocation, Portfolio Management, Investments, Equities, Mutual Funds, Alternative Investments, Retirement Planning, Investment Advisory, Asset Management, Fixed Income, Series 63, Securities, Investment Strategies, Hedge Funds, Capital Markets, Strategic Financial..., Investment Banking, Retirement, Investment Management, Estate Planning, Financial Advisory, Financial Services, IRAs
Education
Michigan State University 1974 — 1978
Bachelor of Arts (B.A.), Political Science and Government
Megan (McCulloch) Prochniak's Raymond James Experience May 2003 - June 2005
Job Partner at Paladin Partners, LLC
Industry Financial Services
Experience
Paladin Partners, LLC December 2009 - Present
Marquette University June 2014 - Present
Marquette University August 2011 - June 2014
Paladin Partners, LLC December 2009 - August 2010
Lake Country Wealth Management July 2009 - December 2009
Integrated Financial Solutions, LLC June 2008 - July 2009
Integrated Financial Solutions, LLC June 2006 - June 2008
Raymond James May 2003 - June 2005
Skills
Retirement Planning, Estate Planning, Financial Planners, Risk Management, Cash Management, Investments, Strategic Financial..., Insurance, Series 7, Retirement, Mutual Funds, Life Insurance, Fixed Annuities, 401k, Wealth Management, Securities, Financial Advisory, Finance, Health Insurance, Financial Planning
Education
Marquette University 2002 — 2006
B.S. Degree in Business Administration, Majors: Finance and Marketing
Paladin Partners, LLC December 2009 - Present
Marquette University June 2014 - Present
Marquette University August 2011 - June 2014
Paladin Partners, LLC December 2009 - August 2010
Lake Country Wealth Management July 2009 - December 2009
Integrated Financial Solutions, LLC June 2008 - July 2009
Integrated Financial Solutions, LLC June 2006 - June 2008
Raymond James May 2003 - June 2005
Skills
Retirement Planning, Estate Planning, Financial Planners, Risk Management, Cash Management, Investments, Strategic Financial..., Insurance, Series 7, Retirement, Mutual Funds, Life Insurance, Fixed Annuities, 401k, Wealth Management, Securities, Financial Advisory, Finance, Health Insurance, Financial Planning
Education
Marquette University 2002 — 2006
B.S. Degree in Business Administration, Majors: Finance and Marketing
R. Alan Curtis Jr.'s Raymond James Experience February 2013 - Present
Job Vice President, Investments
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan February 2007 - February 2013
Education
Louisiana Tech University 1991 — 1996
Raymond James February 2013 - Present
Morgan Keegan February 2007 - February 2013
Education
Louisiana Tech University 1991 — 1996
David Broussard, MBA's Raymond James Experience June 1992 - Present
Job Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James June 1992 - Present
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Strategies, Investments, Investment Advisory, Mutual Funds, Portfolio Management, Asset Management, Equities, Series 7, Retirement
Education
LSU 1982 — 1986
BS, Marketing
Louisiana Tech University 1992 — 1994
Master of Business Administration (MBA), Business Administration and Management, General
Raymond James June 1992 - Present
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Strategies, Investments, Investment Advisory, Mutual Funds, Portfolio Management, Asset Management, Equities, Series 7, Retirement
Education
LSU 1982 — 1986
BS, Marketing
Louisiana Tech University 1992 — 1994
Master of Business Administration (MBA), Business Administration and Management, General
Ben Blemker Ben Blemker's Raymond James Experience May 2006 - July 2013
Job Partner/COO at Formidable Asset Management
Industry Financial Services
Experience
BBK Capital Partners July 2013 - March 2015
Raymond James May 2006 - July 2013
Legg Mason Wood Walker January 2002 - May 2006
Olde Discount Stockbrokers January 1996 - January 2002
Skills
Investments, Securities, Wealth Management, Asset Allocation, Series 7, Investment Advisory, Retirement, Mutual Funds, Financial Analysis
Education
Miami University
Bachelor of Science, Finance
Indian Hill High School
BBK Capital Partners July 2013 - March 2015
Raymond James May 2006 - July 2013
Legg Mason Wood Walker January 2002 - May 2006
Olde Discount Stockbrokers January 1996 - January 2002
Skills
Investments, Securities, Wealth Management, Asset Allocation, Series 7, Investment Advisory, Retirement, Mutual Funds, Financial Analysis
Education
Miami University
Bachelor of Science, Finance
Indian Hill High School
Mark De St. Jean, CFP®, ChFC®'s Raymond James Experience November 2006 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James November 2006 - Present
A.G. Edwards June 1996 - November 2006
Skills
Investments, Finance, Securities, Financial Advisory, Retirement Planning, Wealth Management, Series 7, Mutual Funds, Asset Management, Asset Allocation, Series 63, Estate Planning, Public Speaking, Insurance, Strategic Financial...
Education
Indiana University-Northwest 1989 — 1995
Crown Point High School 1985 — 1989
St. Mary's 1977 — 1985
Raymond James November 2006 - Present
A.G. Edwards June 1996 - November 2006
Skills
Investments, Finance, Securities, Financial Advisory, Retirement Planning, Wealth Management, Series 7, Mutual Funds, Asset Management, Asset Allocation, Series 63, Estate Planning, Public Speaking, Insurance, Strategic Financial...
Education
Indiana University-Northwest 1989 — 1995
Crown Point High School 1985 — 1989
St. Mary's 1977 — 1985
Ryan Iverson Ryan Iverson's Raymond James Experience April 2006 - Present
Job Northbound Securities Trader Raymond James Ltd.
Industry Financial Services
Experience
Raymond James April 2006 - Present
Raymond James April 2005 - December 2007
KPMG September 2005 - March 2006
Skills
Equities, Securities, Trading, Investments, Capital Markets, Financial Analysis
Education
The University of British Columbia 2004 — 2005
Accounting & Finance
Royal Roads University 2003 — 2004
B.Comm., Business Management
Langara College 1999 — 2002
International Business
Raymond James April 2006 - Present
Raymond James April 2005 - December 2007
KPMG September 2005 - March 2006
Skills
Equities, Securities, Trading, Investments, Capital Markets, Financial Analysis
Education
The University of British Columbia 2004 — 2005
Accounting & Finance
Royal Roads University 2003 — 2004
B.Comm., Business Management
Langara College 1999 — 2002
International Business
Carol Alward Phelps Carol Alward Phelps's Raymond James Experience 2010 - 2011
Job Professional Services Consultant, Microsoft Practice
Industry Computer Networking
Experience
Logicalis February 2011 - Present
Raymond James 2010 - 2011
Hewlett Packard 2007 - 2010
Sequoia / Analysts International May 1998 - July 2007
Borg Warner Automotive 1997 - 1998
Shakespeare Monofilament Division 1996 - 1997
TAC Manufacturing 1992 - 1996
Skills
Servers, Project Management, Virtualization, Disaster Recovery, Enterprise Software, VMware, Management, HP, Infrastructure, Cloud Computing, Windows, Data Center, Networking, Windows Server, IT Strategy, ITIL, Active Directory, Microsoft Technologies, System Deployment, Storage, Storage Area Networks
Education
Messiah College 1987 — 1991
BS
Logicalis February 2011 - Present
Raymond James 2010 - 2011
Hewlett Packard 2007 - 2010
Sequoia / Analysts International May 1998 - July 2007
Borg Warner Automotive 1997 - 1998
Shakespeare Monofilament Division 1996 - 1997
TAC Manufacturing 1992 - 1996
Skills
Servers, Project Management, Virtualization, Disaster Recovery, Enterprise Software, VMware, Management, HP, Infrastructure, Cloud Computing, Windows, Data Center, Networking, Windows Server, IT Strategy, ITIL, Active Directory, Microsoft Technologies, System Deployment, Storage, Storage Area Networks
Education
Messiah College 1987 — 1991
BS
Thomas A. Tommy O'Connor's Raymond James Experience August 1993 - Present
Job Managing Director, Investments Raymond James
Industry Financial Services
Experience
Raymond James August 1993 - Present
Skills
Investments, Wealth Management, Asset Allocation, Series 7, Portfolio Management, Mutual Funds, Retirement Planning, Alternative Investments, Asset Management, Investment Advisory, Investment Strategies, Equities, Fixed Income, Securities, Strategic Financial...
Education
Louisiana State University
Bachelor of Science (B.S.), Finance
Raymond James August 1993 - Present
Skills
Investments, Wealth Management, Asset Allocation, Series 7, Portfolio Management, Mutual Funds, Retirement Planning, Alternative Investments, Asset Management, Investment Advisory, Investment Strategies, Equities, Fixed Income, Securities, Strategic Financial...
Education
Louisiana State University
Bachelor of Science (B.S.), Finance
Joseph Tavano, CPA, CA, LPA Joseph Tavano, CPA, CA, LPA's Raymond James Experience January 2002 - December 2002
Job Treasurer (Voluneteer) at Bennett Health Care Centre
Industry Accounting
Experience
Buttle and Tavano Professional Corporation October 2008 - Present
Halton Hills Chamber of Commerce January 2008 - Present
The Bennett Health Care Centre 2013 - 2014
Toronto People With AIDS Foundation 2000 - 2013
CIBC August 2004 - August 2008
Grant Thorton September 1996 - July 2004
Raymond James January 2002 - December 2002
Skills
Accounting, Management Consulting, Financial Modeling, Internal Controls, GAAP, Corporate Tax, Assurance, Process Improvement, Finance, Strategic Planning, Financial Reporting, Financial Analysis, Due Diligence, Payroll, Auditing, Mergers, Project Planning, Team Building, Managerial Finance, Corporate Finance, Financial Statements, Risk Management, Strategic Financial..., Portfolio Management, Cash Flow, Nonprofits, Business Planning, Corporate Governance, Internal Audit, Training, Leadership, Tax, Financial Accounting, Sarbanes-Oxley Act, IFRS
Education
McMaster University 1991 — 1998
HBCom, Commerce
Loyola Catholic Secondary School Mississauga 1986 — 1991
Buttle and Tavano Professional Corporation October 2008 - Present
Halton Hills Chamber of Commerce January 2008 - Present
The Bennett Health Care Centre 2013 - 2014
Toronto People With AIDS Foundation 2000 - 2013
CIBC August 2004 - August 2008
Grant Thorton September 1996 - July 2004
Raymond James January 2002 - December 2002
Skills
Accounting, Management Consulting, Financial Modeling, Internal Controls, GAAP, Corporate Tax, Assurance, Process Improvement, Finance, Strategic Planning, Financial Reporting, Financial Analysis, Due Diligence, Payroll, Auditing, Mergers, Project Planning, Team Building, Managerial Finance, Corporate Finance, Financial Statements, Risk Management, Strategic Financial..., Portfolio Management, Cash Flow, Nonprofits, Business Planning, Corporate Governance, Internal Audit, Training, Leadership, Tax, Financial Accounting, Sarbanes-Oxley Act, IFRS
Education
McMaster University 1991 — 1998
HBCom, Commerce
Loyola Catholic Secondary School Mississauga 1986 — 1991
Von Hallauer's Raymond James Experience November 2011 - Present
Job Financial Advisor with Raymond James
Industry Financial Services
Experience
Raymond James November 2011 - Present
Edward Jones July 2001 - November 2011
Pactel Paging 1993 - 1994
Skills
Retirement Planning, Investments, Mutual Funds, Finance, Financial Advisory, IRAs, Bonds, Series 7, Series 63, Financial Goals, Strategic Financial..., Long-term Care, Portfolio Management, Asset Allocation
Education
Kansas State University 1985 — 1989
Bachelor of Science in Business Administration, Marketing
Raymond James November 2011 - Present
Edward Jones July 2001 - November 2011
Pactel Paging 1993 - 1994
Skills
Retirement Planning, Investments, Mutual Funds, Finance, Financial Advisory, IRAs, Bonds, Series 7, Series 63, Financial Goals, Strategic Financial..., Long-term Care, Portfolio Management, Asset Allocation
Education
Kansas State University 1985 — 1989
Bachelor of Science in Business Administration, Marketing
Stan Reid Stan Reid's Raymond James Experience August 2007 - December 2009
Job Stated Supply Pastor at Grace Covenant Presbyterian Church, PC (USA)
Industry Religious Institutions
Experience
Grace Covenant Presbyterian Church, PC (USA) February 2015 - Present
Foothills Presbytery April 2013 - February 2015
Princeton Theological Seminary July 2011 - May 2014
Westminster Presbyterian Church April 2010 - December 2011
Raymond James August 2007 - December 2009
Rotary International 2007 - 2009
Carolina Orthopaedic Center, P.A. 2000 - 2007
Upstate Medical Associates 1998 - 2000
Piedmont Orthopedic Center, P.C. 1991 - 1998
Eisenhower Army Medical Center, U.S. Army Medical Corps 1978 - 1991
Skills
Leadership
Education
Medical University of South Carolina College of Medicine 1974 — 1978
M.D., Medicine
Presbyterian College 1971 — 1974
B.S., Pre-Medicine
Deerfield Academy 1970 — 1971
Post-Graduate, College Prep
Princeton Theological Seminary
Princeton Theological Seminary
Grace Covenant Presbyterian Church, PC (USA) February 2015 - Present
Foothills Presbytery April 2013 - February 2015
Princeton Theological Seminary July 2011 - May 2014
Westminster Presbyterian Church April 2010 - December 2011
Raymond James August 2007 - December 2009
Rotary International 2007 - 2009
Carolina Orthopaedic Center, P.A. 2000 - 2007
Upstate Medical Associates 1998 - 2000
Piedmont Orthopedic Center, P.C. 1991 - 1998
Eisenhower Army Medical Center, U.S. Army Medical Corps 1978 - 1991
Skills
Leadership
Education
Medical University of South Carolina College of Medicine 1974 — 1978
M.D., Medicine
Presbyterian College 1971 — 1974
B.S., Pre-Medicine
Deerfield Academy 1970 — 1971
Post-Graduate, College Prep
Princeton Theological Seminary
Princeton Theological Seminary
Aydin Tuncer's Raymond James Experience September 1999 - Present
Job First Vice President, Investments and Managing Director at Raymond James
Industry Investment Management
Experience
Raymond James September 1999 - Present
Prudential Securities September 1998 - September 1999
Standard & Poor's September 1996 - September 1998
Skills
Financial Advisory, Investments, Wealth Management, Securities, Equities, Finance, Investment Management, Asset Allocation, Financial Planners, Series 7, Investment Advisory, Mutual Funds, Alternative Investments, Portfolio Management, Investment Strategies, Retirement Planning, Series 63, Strategic Financial..., Estate Planning, Hedge Funds, Capital Markets
Education
University of Maryland - Robert H. Smith School of Business 1994 — 1996
MBA, Finance
University of Maryland College Park 1994 — 1996
MBA, Finance
McGill University 1989 — 1993
BA, Economics
Landon 1985 — 1989
Raymond James September 1999 - Present
Prudential Securities September 1998 - September 1999
Standard & Poor's September 1996 - September 1998
Skills
Financial Advisory, Investments, Wealth Management, Securities, Equities, Finance, Investment Management, Asset Allocation, Financial Planners, Series 7, Investment Advisory, Mutual Funds, Alternative Investments, Portfolio Management, Investment Strategies, Retirement Planning, Series 63, Strategic Financial..., Estate Planning, Hedge Funds, Capital Markets
Education
University of Maryland - Robert H. Smith School of Business 1994 — 1996
MBA, Finance
University of Maryland College Park 1994 — 1996
MBA, Finance
McGill University 1989 — 1993
BA, Economics
Landon 1985 — 1989
David Fenstermaker, C.I.M.A.'s Raymond James Experience October 1996 - Present
Job
Industry Financial Services
Experience
Raymond James October 1996 - Present
Folger Nolan Fleming Douglas, Inc. September 1977 - October 1996
Skills
Finance, Securities, Financial Advisory, Investment Management, Investments, Valuation, Strategic Planning, Strategic Financial..., Microsoft Excel, Non-profits, Portfolio Management, Financial Analysis, Equities, Financial Modeling, Risk Management, Business Planning, Corporate Finance, Business Development, Insurance, Investment Banking
Education
Indiana University 1973 — 1977
BS, Finance
Indiana University - Kelley School of Business 1973 — 1977
Bachelor of Science, Finance
Raymond James October 1996 - Present
Folger Nolan Fleming Douglas, Inc. September 1977 - October 1996
Skills
Finance, Securities, Financial Advisory, Investment Management, Investments, Valuation, Strategic Planning, Strategic Financial..., Microsoft Excel, Non-profits, Portfolio Management, Financial Analysis, Equities, Financial Modeling, Risk Management, Business Planning, Corporate Finance, Business Development, Insurance, Investment Banking
Education
Indiana University 1973 — 1977
BS, Finance
Indiana University - Kelley School of Business 1973 — 1977
Bachelor of Science, Finance
David Vegh's Raymond James Experience January 2010 - December 2011
Job Regulatory Officer at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus June 2011 - Present
Raymond James January 2010 - December 2011
Morgan Joseph March 2009 - April 2010
BB&T March 2007 - March 2008
Legg Mason 2000 - 2007
Legg Mason Capital Markets 2000 - 2005
Fitch Ratings Ltd 1998 - 2000
Northern Trust 1996 - 1998
Skills
MBS, Bonds, CMBS, Credit Analysis, ABS, Structured Products, Fixed Income, Valuation
Education
Loyola University Chicago 1994 — 1996
MBA, Finance
Quinlan School of Business, Loyola University Chicago 1994 — 1996
MBA, Finance
Hebrew Theological College 1991 — 1994
BA, Judaic Studies
Stifel Nicolaus June 2011 - Present
Raymond James January 2010 - December 2011
Morgan Joseph March 2009 - April 2010
BB&T March 2007 - March 2008
Legg Mason 2000 - 2007
Legg Mason Capital Markets 2000 - 2005
Fitch Ratings Ltd 1998 - 2000
Northern Trust 1996 - 1998
Skills
MBS, Bonds, CMBS, Credit Analysis, ABS, Structured Products, Fixed Income, Valuation
Education
Loyola University Chicago 1994 — 1996
MBA, Finance
Quinlan School of Business, Loyola University Chicago 1994 — 1996
MBA, Finance
Hebrew Theological College 1991 — 1994
BA, Judaic Studies
Krista Fitzpatrick's Raymond James Experience January 1992 - January 2000
Job General Manager Sulfuric Acid at Transammonia
Industry Chemicals
Experience
Transammonia May 2008 - January 2012
Kendrick Pierce & Co January 2007 - December 2007
Heflin & Co., January 2000 - April 2006
Raymond James January 1992 - January 2000
Skills
Microsoft Office, Trading, Institutional Sales, Financial Analysis, Business Development, Business Strategy, Negotiation, Risk Management, Securities, Investments, Equity Research, Market Analysis, Logistics, Equities, Series 7, Sales, Finance, Marketing, Marketing Strategy, Management, Forecasting, Financial Modeling
Education
University of Tampa - John H. Sykes College of Business 2005 — 2007
MBA, Accounting Concentration
Johnson & Wales University 1986 — 1990
Finance
Transammonia May 2008 - January 2012
Kendrick Pierce & Co January 2007 - December 2007
Heflin & Co., January 2000 - April 2006
Raymond James January 1992 - January 2000
Skills
Microsoft Office, Trading, Institutional Sales, Financial Analysis, Business Development, Business Strategy, Negotiation, Risk Management, Securities, Investments, Equity Research, Market Analysis, Logistics, Equities, Series 7, Sales, Finance, Marketing, Marketing Strategy, Management, Forecasting, Financial Modeling
Education
University of Tampa - John H. Sykes College of Business 2005 — 2007
MBA, Accounting Concentration
Johnson & Wales University 1986 — 1990
Finance
John Haag's Raymond James Experience January 2007 - Present
Job Vice President, Investments Raymond James
Industry Financial Services
Experience
Raymond James January 2007 - Present
Summit Equity Partners I, L.P. January 2007 - Present
Boutique Financial Planning Company March 1995 - December 2006
First Tueday Consulting January 1993 - March 1995
Republican National Committee March 1986 - January 1993
Skills
Wealth Management, Financial Planning, Retirement Income..., Strategic Financial..., Investments, Financial Advisory, Investment Management, Wealth, Securities, Series 7, Investment Advisory, Tax, Retirement Planning, Asset Allocation, Mutual Funds, Series 63, Estate Planning, Fixed Annuities, 401k, Financial Planners, Portfolio Management, Asset Managment, Insurance, Mortgage Lending, Equities, Finance, Retirement, Alternative Investments, Financial Analysis, Pensions
Education
James Madison University 1981 — 1985
BBA, Business Management, Economics, Politcal Science
James Madison University 1981 — 1985
BBA, Business Management
Raymond James January 2007 - Present
Summit Equity Partners I, L.P. January 2007 - Present
Boutique Financial Planning Company March 1995 - December 2006
First Tueday Consulting January 1993 - March 1995
Republican National Committee March 1986 - January 1993
Skills
Wealth Management, Financial Planning, Retirement Income..., Strategic Financial..., Investments, Financial Advisory, Investment Management, Wealth, Securities, Series 7, Investment Advisory, Tax, Retirement Planning, Asset Allocation, Mutual Funds, Series 63, Estate Planning, Fixed Annuities, 401k, Financial Planners, Portfolio Management, Asset Managment, Insurance, Mortgage Lending, Equities, Finance, Retirement, Alternative Investments, Financial Analysis, Pensions
Education
James Madison University 1981 — 1985
BBA, Business Management, Economics, Politcal Science
James Madison University 1981 — 1985
BBA, Business Management
Jody Connaghan's Raymond James Experience October 2006 - Present
Job Branch Administrator at Raymond James
Industry Financial Services
Experience
Raymond James October 2006 - Present
Assante Wealth Management August 2004 - September 2006
Scotia McLeod June 2002 - July 2004
BMO Nesbitt Burns December 2000 - June 2002
Skills
Securities, Mutual Funds, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Equities, Administrative..., Bonds, Outlook, Spreadsheets
Education
Kwantlen University College 1996 — 1998
University of Northern British Columbia 1994 — 1996
Assistant, BMO Nesbitt Burnes
Raymond James October 2006 - Present
Assante Wealth Management August 2004 - September 2006
Scotia McLeod June 2002 - July 2004
BMO Nesbitt Burns December 2000 - June 2002
Skills
Securities, Mutual Funds, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Equities, Administrative..., Bonds, Outlook, Spreadsheets
Education
Kwantlen University College 1996 — 1998
University of Northern British Columbia 1994 — 1996
Assistant, BMO Nesbitt Burnes
Matt Engerer's Raymond James Experience August 2005 - Present
Job Vice President Investments at Raymond James,CRPC®, AIF®, 20122014 Five Star Wealth Manager Award Winner
Industry Financial Services
Experience
Raymond James August 2005 - Present
Morgan Stanley Dean Witter November 1999 - August 2005
Natcity Investments January 1995 - November 1999
Skills
Investments, Retirement, Financial Advisory, Securities, Investment Strategies, Retirement Planning, Wealth Management, 401k, Pensions, Series 7, Series 63, Fixed Annuities, Insurance, Series 6
Education
Indiana University Bloomington 1985 — 1989
Bachelor of Science (B.S.), Business
Raymond James August 2005 - Present
Morgan Stanley Dean Witter November 1999 - August 2005
Natcity Investments January 1995 - November 1999
Skills
Investments, Retirement, Financial Advisory, Securities, Investment Strategies, Retirement Planning, Wealth Management, 401k, Pensions, Series 7, Series 63, Fixed Annuities, Insurance, Series 6
Education
Indiana University Bloomington 1985 — 1989
Bachelor of Science (B.S.), Business
Catherine Esposito's Raymond James Experience June 2007 - December 2007
Job Technical Support Manager at Vimeo
Industry Information Technology and Services
Experience
Vimeo February 2015 - Present
Mindspark Interactive Network, Inc. January 2013 - Present
Mindspark Interactive Network, Inc. February 2011 - December 2012
CEOcast January 2010 - March 2011
TEKsystems November 2008 - February 2010
Best Buy 2010 - 2010
Etrade Financial 2008 - 2008
Raymond James June 2007 - December 2007
Taylor, Bean & Whitaker February 2005 - October 2006
Skills
Technical Writing, Project Management, Microsoft Office, HTML, Business Analysis, CSS, SQL, Databases, Software Documentation, Web Development, XML
Education
Massachusetts College of Pharmacy and Health Sciences 2000 — 2003
Pharmacy
Vimeo February 2015 - Present
Mindspark Interactive Network, Inc. January 2013 - Present
Mindspark Interactive Network, Inc. February 2011 - December 2012
CEOcast January 2010 - March 2011
TEKsystems November 2008 - February 2010
Best Buy 2010 - 2010
Etrade Financial 2008 - 2008
Raymond James June 2007 - December 2007
Taylor, Bean & Whitaker February 2005 - October 2006
Skills
Technical Writing, Project Management, Microsoft Office, HTML, Business Analysis, CSS, SQL, Databases, Software Documentation, Web Development, XML
Education
Massachusetts College of Pharmacy and Health Sciences 2000 — 2003
Pharmacy
Jason Richey, CFA's Raymond James Experience June 2008 - Present
Job Sr. Due Diligence Analyst at Raymond James
Industry Financial Services
Experience
Raymond James June 2008 - Present
Rizzetta & Company November 2006 - June 2008
The Todd Organization April 2002 - November 2006
Education
Ithaca College
Math/Economics
Raymond James June 2008 - Present
Rizzetta & Company November 2006 - June 2008
The Todd Organization April 2002 - November 2006
Education
Ithaca College
Math/Economics
Matthew L. Colvin, CFP(r)'s Raymond James Experience May 2007 - Present
Job Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James May 2007 - Present
Raymond James May 2007 - Present
Skills
Certified Financial..., Investments, Finance, Public Speaking, Microsoft Office, Strategic Planning, Social Media, Management, Event Planning, Marketing, Leadership
Education
Louisiana State University
Bachelor's degree, Finance
Raymond James May 2007 - Present
Raymond James May 2007 - Present
Skills
Certified Financial..., Investments, Finance, Public Speaking, Microsoft Office, Strategic Planning, Social Media, Management, Event Planning, Marketing, Leadership
Education
Louisiana State University
Bachelor's degree, Finance
James Maggard's Raymond James Experience June 2005 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James June 2005 - Present
J.J.B. Hilliard, W.L. Lyons June 1994 - June 2005
Skills
401k, Retirement, Investments, Retirement Planning, Asset Allocation, Alternative Investments, Small Business, Investment Advisory, Series 7, Investment Strategies, Securities, Financial Advisory, Series 63, Finance
Education
Indiana University Bloomington 1968 — 1972
BA, Sociology
North Central High School 1965 — 1968
Raymond James June 2005 - Present
J.J.B. Hilliard, W.L. Lyons June 1994 - June 2005
Skills
401k, Retirement, Investments, Retirement Planning, Asset Allocation, Alternative Investments, Small Business, Investment Advisory, Series 7, Investment Strategies, Securities, Financial Advisory, Series 63, Finance
Education
Indiana University Bloomington 1968 — 1972
BA, Sociology
North Central High School 1965 — 1968
JP Bartolomeo's Raymond James Experience June 2002 - December 2003
Job MD at Benchmark
Industry Financial Services
Experience
Benchmark February 2004 - Present
Raymond James June 2002 - December 2003
Sherwood Securities / NDB September 1993 - June 2002
Skills
Equity Trading, Equities, Series 7, Trading, Electronic Trading, Series 63, Hedge Funds, Trading Systems, Options, Capital Markets, Securities, Bloomberg, Equity Research, Investments, FINRA
Education
Kean University 1986 — 1991
Bachelor of Science (B.S.), Business
Marist 1982 — 1988
Benchmark February 2004 - Present
Raymond James June 2002 - December 2003
Sherwood Securities / NDB September 1993 - June 2002
Skills
Equity Trading, Equities, Series 7, Trading, Electronic Trading, Series 63, Hedge Funds, Trading Systems, Options, Capital Markets, Securities, Bloomberg, Equity Research, Investments, FINRA
Education
Kean University 1986 — 1991
Bachelor of Science (B.S.), Business
Marist 1982 — 1988
Keith Werling's Raymond James Experience 2008 - 2010
Job Senior Relationship Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group 2013 - Present
Sigma Financial 2010 - 2013
Raymond James 2008 - 2010
Lincoln Financial Group 2006 - 2008
Lincoln Financial 2001 - 2006
Skills
Series 7, Retirement, Series 63, Fixed Annuities, Mutual Funds, 401k, Risk Management, Retirement Planning, Variable Annuities, Securities, FINRA, Wealth Management, IRAs, Series 65, Series 24
Education
Indiana University—Purdue University Fort Wayne 1994 — 1998
Bachelor in Business, Finance Major, Economics Minor
Lincoln Financial Group 2013 - Present
Sigma Financial 2010 - 2013
Raymond James 2008 - 2010
Lincoln Financial Group 2006 - 2008
Lincoln Financial 2001 - 2006
Skills
Series 7, Retirement, Series 63, Fixed Annuities, Mutual Funds, 401k, Risk Management, Retirement Planning, Variable Annuities, Securities, FINRA, Wealth Management, IRAs, Series 65, Series 24
Education
Indiana University—Purdue University Fort Wayne 1994 — 1998
Bachelor in Business, Finance Major, Economics Minor
Greg Bloxom's Raymond James Experience 1998 - Present
Job Technology Consultant at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Tech ConsultingRaymond James & Associates2001 - Present
Raymond James 1998 - Present
Education
Louisiana Tech University
Raymond James Financial Tech ConsultingRaymond James & Associates2001 - Present
Raymond James 1998 - Present
Education
Louisiana Tech University
Stephanie Lom's Raymond James Experience June 2006 - July 2009
Job Vice President, Public Finance at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. February 2013 - Present
Raymond James & Associates, Inc July 2009 - February 2013
Raymond James June 2006 - July 2009
Skills
Series 63, Series 7
Education
Lehigh University - College of Business and Economics 2002 — 2006
Raymond James Financial Inc. February 2013 - Present
Raymond James & Associates, Inc July 2009 - February 2013
Raymond James June 2006 - July 2009
Skills
Series 63, Series 7
Education
Lehigh University - College of Business and Economics 2002 — 2006
Adam Hallman's Raymond James Experience September 2007 - January 2008
Job Network and Datacenter Admin at Credit Acceptance
Industry Information Technology and Services
Experience
Credit Acceptance August 2010 - Present
Credit Acceptance January 2008 - June 2011
Raymond James September 2007 - January 2008
Skills
CCNP, Data Center, ITIL, CCNA, ASA, Cisco Technologies, Networking, Active Directory, Hardware, IT Operations, VMware, WAN, Network Administration
Education
Macomb Community College 2007 — 2009
CCNA, Cisco Networking Academy
Western Michigan University 2000 — 2005
BBA in Telecom and Info Mgmt (TIM), business technology management and integration
Credit Acceptance August 2010 - Present
Credit Acceptance January 2008 - June 2011
Raymond James September 2007 - January 2008
Skills
CCNP, Data Center, ITIL, CCNA, ASA, Cisco Technologies, Networking, Active Directory, Hardware, IT Operations, VMware, WAN, Network Administration
Education
Macomb Community College 2007 — 2009
CCNA, Cisco Networking Academy
Western Michigan University 2000 — 2005
BBA in Telecom and Info Mgmt (TIM), business technology management and integration
Jerry Malone's Raymond James Experience February 2000 - March 2008
Job Retired
Industry Financial Services
Experience
Raymond James February 2000 - March 2008
GTEDS 1995 - 1998
CITGO Petroleum 1984 - 1994
Skills
Business Analysis, Process Improvement, Database Design, Analysis, Visio, Requirements Analysis, Access, SharePoint, Microsoft Office, SDLC, Software Development, SQL
Education
Miami University 1967 — 1973
Raymond James February 2000 - March 2008
GTEDS 1995 - 1998
CITGO Petroleum 1984 - 1994
Skills
Business Analysis, Process Improvement, Database Design, Analysis, Visio, Requirements Analysis, Access, SharePoint, Microsoft Office, SDLC, Software Development, SQL
Education
Miami University 1967 — 1973
Scott Brinner's Raymond James Experience November 2009 - Present
Job Senior Vice President, Transportation & Infrastructure Investment Banking, Raymond James
Industry Investment Banking
Experience
Raymond James November 2009 - Present
Wachovia Securities September 2005 - November 2009
A.G. Edwards July 2004 - September 2005
Emerson Electric June 2003 - August 2003
Ernst & Young August 1999 - July 2002
Skills
Investment Banking, Mergers & Acquisitions, Debt & Equity Capital..., Capital Markets, Financial Analysis, Finance, Financial Modeling, Investments, Acquisitions, Valuation, Corporate Finance, Equities, Private Equity, IPO, Divestitures, Asset Management
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA, Finance and Entrepreneurship
Miami University 1998 — 1999
M.A.C.C., Master Of Accountancy
Miami University 1994 — 1998
B.S., Finance & Accounting
Raymond James November 2009 - Present
Wachovia Securities September 2005 - November 2009
A.G. Edwards July 2004 - September 2005
Emerson Electric June 2003 - August 2003
Ernst & Young August 1999 - July 2002
Skills
Investment Banking, Mergers & Acquisitions, Debt & Equity Capital..., Capital Markets, Financial Analysis, Finance, Financial Modeling, Investments, Acquisitions, Valuation, Corporate Finance, Equities, Private Equity, IPO, Divestitures, Asset Management
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA, Finance and Entrepreneurship
Miami University 1998 — 1999
M.A.C.C., Master Of Accountancy
Miami University 1994 — 1998
B.S., Finance & Accounting
Bill McMurray's Raymond James Experience August 2006 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James August 2006 - Present
UBS Financial Services August 1995 - August 2006
Merrill Lynch January 1987 - August 1995
Education
Indiana University Bloomington 1982 — 1986
B.S.
Raymond James August 2006 - Present
UBS Financial Services August 1995 - August 2006
Merrill Lynch January 1987 - August 1995
Education
Indiana University Bloomington 1982 — 1986
B.S.
Rick Glaisner's Raymond James Experience 1998 - 2009
Job Managing Director at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates, Inc January 1998 - Present
Raymond James 1998 - 2009
Kemper Securities / EVEREN Securities 1995 - 1998
Everen Securities 1991 - 1997
Education
Miami University 1986 — 1990
BS, marketing
Raymond James & Associates, Inc January 1998 - Present
Raymond James 1998 - 2009
Kemper Securities / EVEREN Securities 1995 - 1998
Everen Securities 1991 - 1997
Education
Miami University 1986 — 1990
BS, marketing
Graham C. Marshall's Raymond James Experience March 1999 - Present
Job Vice President, Investments Marshall Wealth Management of Raymond James
Industry Investment Management
Experience
Raymond James March 1999 - Present
Education
Kaplan University
Wealth Management Specialist, Financial Planning and Services
Texas Tech University 1989 — 1993
BBA, Business
Raymond James March 1999 - Present
Education
Kaplan University
Wealth Management Specialist, Financial Planning and Services
Texas Tech University 1989 — 1993
BBA, Business
Joel Dovi's Raymond James Experience February 2009 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2009 - Present
Smith Barney August 2003 - February 2009
PaineWebber November 1999 - August 2003
Education
Louisiana State University 1996 — 1998
Hopewell Valley Central High School 1990 — 1993
Raymond James February 2009 - Present
Smith Barney August 2003 - February 2009
PaineWebber November 1999 - August 2003
Education
Louisiana State University 1996 — 1998
Hopewell Valley Central High School 1990 — 1993
Burcu Aydeniz's Raymond James Experience 1999 - 2000
Job Owner, Les Mandarins Catering
Industry Hospitality
Experience
Les Mandarins Catering OwnerLes Mandarins CateringOctober 2007 - Present
Raymond James 1999 - 2000
Education
New York University 2000 — 2003
MA, Economics
Marmara University 1994 — 1998
BA, Finance & Accounting
Les Mandarins Catering OwnerLes Mandarins CateringOctober 2007 - Present
Raymond James 1999 - 2000
Education
New York University 2000 — 2003
MA, Economics
Marmara University 1994 — 1998
BA, Finance & Accounting
Courtney Hardman Alexander's Raymond James Experience September 2012 - June 2014
Job Code 3 Towing & Recovery, LLC and certified Florida State Notary
Industry Financial Services
Experience
Code 3 Bobcat & Tree April 2013 - Present
Raymond James September 2012 - June 2014
Code 3 Towing & Recovery January 2014 - May 2014
Hernando County Board of County Commissioners April 2007 - September 2012
NDMS/DMAT-FL3 and SMRT July 2009 - February 2012
City of Brooksville, City Government September 2006 - April 2007
Yoh IT Support, Inc April 2004 - May 2006
NCI Information Systems, Inc February 2003 - April 2005
Andrews Air Force Base February 2003 - April 2005
Skills
Technical Support, Active Directory, Security, VPN, Troubleshooting, Disaster Recovery, Computer Hardware, Networking, Microsoft Exchange, Network Security, Hardware, System Deployment, Unix, Training, Help Desk Support, Software Installation, Laptops, Windows 7, Wireless, Leadership, Team Leadership, Testing, Telecommunications, Group Policy, Software Documentation, Analysis, Sophos, Windows 8, Exchange 2010/2007/2003, Outlook, Office 2010, GoToAssist, Active Directory..., CA Service Desk, CA Service Catalog, Technical Training, Encryption, Cyber-security, Cybercrime, Notary Public, Florida Notary, Service Desk, Windows XP
Education
Kaplan University 2008 — 2009
Bachelor of Applied Science (BASc), Criminal Justice - Homeland Security and Counterterrorism
American InterContinental University OnlineHoffman 2003 — 2005
Master of Information Technology; Diploma, Information Technology
Computer Learning Center 1996 — 1998
Associate of Science (A.S.), Computerized Electronics Technology
Code 3 Bobcat & Tree April 2013 - Present
Raymond James September 2012 - June 2014
Code 3 Towing & Recovery January 2014 - May 2014
Hernando County Board of County Commissioners April 2007 - September 2012
NDMS/DMAT-FL3 and SMRT July 2009 - February 2012
City of Brooksville, City Government September 2006 - April 2007
Yoh IT Support, Inc April 2004 - May 2006
NCI Information Systems, Inc February 2003 - April 2005
Andrews Air Force Base February 2003 - April 2005
Skills
Technical Support, Active Directory, Security, VPN, Troubleshooting, Disaster Recovery, Computer Hardware, Networking, Microsoft Exchange, Network Security, Hardware, System Deployment, Unix, Training, Help Desk Support, Software Installation, Laptops, Windows 7, Wireless, Leadership, Team Leadership, Testing, Telecommunications, Group Policy, Software Documentation, Analysis, Sophos, Windows 8, Exchange 2010/2007/2003, Outlook, Office 2010, GoToAssist, Active Directory..., CA Service Desk, CA Service Catalog, Technical Training, Encryption, Cyber-security, Cybercrime, Notary Public, Florida Notary, Service Desk, Windows XP
Education
Kaplan University 2008 — 2009
Bachelor of Applied Science (BASc), Criminal Justice - Homeland Security and Counterterrorism
American InterContinental University OnlineHoffman 2003 — 2005
Master of Information Technology; Diploma, Information Technology
Computer Learning Center 1996 — 1998
Associate of Science (A.S.), Computerized Electronics Technology
Jason Fontane's Raymond James Experience November 1998 - Present
Job Financial Advisor, Raymond James
Industry Financial Services
Experience
Raymond James November 1998 - Present
Skills
Financial Advisory, Mutual Funds, Retirement Planning, Securities, Series 7
Education
Louisiana State University 1995 — 2000
Raymond James November 1998 - Present
Skills
Financial Advisory, Mutual Funds, Retirement Planning, Securities, Series 7
Education
Louisiana State University 1995 — 2000
Ted Hynes's Raymond James Experience October 2008 - Present
Job Municipal bond sales, Raymond James and Associates
Industry Investment Banking
Experience
Raymond James October 2008 - Present
UBS 2005 - August 2008
UBS Investment Bank 1999 - 2008
Piper Jaffray June 1995 - June 1999
Smith Mitchell Investment Group June 1991 - June 1995
Skills
Securities, Fixed Income, Bonds, Series 63, Capital Markets, Series 7, Alternative Investments, Asset Management, Bloomberg, Hedge Funds, Investment Banking, Investments, Structured Products, Trading, Wealth Management, Derivatives, Equities, Trading Systems
Education
Manhattanville College 1979 — 1983
BA, Political Science
Raymond James October 2008 - Present
UBS 2005 - August 2008
UBS Investment Bank 1999 - 2008
Piper Jaffray June 1995 - June 1999
Smith Mitchell Investment Group June 1991 - June 1995
Skills
Securities, Fixed Income, Bonds, Series 63, Capital Markets, Series 7, Alternative Investments, Asset Management, Bloomberg, Hedge Funds, Investment Banking, Investments, Structured Products, Trading, Wealth Management, Derivatives, Equities, Trading Systems
Education
Manhattanville College 1979 — 1983
BA, Political Science
Eddie Lyons's Raymond James Experience January 1980 - Present
Job Managing Director at Raymond James & Associates
Industry Financial Services
Experience
Raymond James January 1980 - Present
Skills
Investments, Equities, Series 7
Education
Louisiana State University 1971 — 1975
Bachelor of Business Administration (BBA), Business Administration and Management, General
Raymond James January 1980 - Present
Skills
Investments, Equities, Series 7
Education
Louisiana State University 1971 — 1975
Bachelor of Business Administration (BBA), Business Administration and Management, General
Kirk Price's Raymond James Experience 1996 - Present
Job Senior Vice President, Investments / Complex Manager at Raymond James
Industry Financial Services
Experience
Raymond James 1996 - Present
Skills
Investments, Securities, Finance, Financial Advisory, Wealth Management, Retirement Planning, Series 7, Investment Advisory, Mutual Funds, Series 63, Strategic Financial..., Portfolio Management
Education
Louisiana State University
Raymond James 1996 - Present
Skills
Investments, Securities, Finance, Financial Advisory, Wealth Management, Retirement Planning, Series 7, Investment Advisory, Mutual Funds, Series 63, Strategic Financial..., Portfolio Management
Education
Louisiana State University
Max Dean's Raymond James Experience May 2013 - Present
Job Financial Advisor at Raymond James serving families & corporate executives ★Financial Planning ★Investment Management
Industry Financial Services
Experience
Raymond James May 2013 - Present
AT&T Mobility February 2009 - April 2013
Jefferies & Company 2007 - 2008
Skills
Risk Management, Portfolio Management, Fixed Income Analysis, Retirement Planning, College Savings Plans, Insurance
Education
University of Oklahoma - Price College of Business 2007 — 2008
MBA, Finance and Entrepreneurship
Indiana University - Kelley School of Business 2003 — 2007
BS, Marketing and Operations
Lakota West HS
Raymond James May 2013 - Present
AT&T Mobility February 2009 - April 2013
Jefferies & Company 2007 - 2008
Skills
Risk Management, Portfolio Management, Fixed Income Analysis, Retirement Planning, College Savings Plans, Insurance
Education
University of Oklahoma - Price College of Business 2007 — 2008
MBA, Finance and Entrepreneurship
Indiana University - Kelley School of Business 2003 — 2007
BS, Marketing and Operations
Lakota West HS
Barrow Turner's Raymond James Experience October 2006 - December 2014
Job Vice President Trader
Industry Financial Services
Experience
Caprin Asset Management, LLC January 2015 - Present
Raymond James October 2006 - December 2014
Skills
Investment Banking, Capital Markets, Investments, Series 7, Valuation, Alternative Investments, Bloomberg, Financial Modeling, Series 63, Investment Advisory, Fixed Income, Securities, Financial Analysis, Bonds, Investment Strategies
Education
James Madison University 2001 — 2005
B.B.A, Finance
Caprin Asset Management, LLC January 2015 - Present
Raymond James October 2006 - December 2014
Skills
Investment Banking, Capital Markets, Investments, Series 7, Valuation, Alternative Investments, Bloomberg, Financial Modeling, Series 63, Investment Advisory, Fixed Income, Securities, Financial Analysis, Bonds, Investment Strategies
Education
James Madison University 2001 — 2005
B.B.A, Finance
Ryan Zrebski's Raymond James Experience May 2006 - May 2007
Job Trader at M&N Trading
Industry Capital Markets
Experience
M&N Trading June 2014 - Present
AlphaBit Trading July 2013 - April 2014
Breakwater Trading November 2010 - March 2013
William Blair and Company September 2009 - November 2010
Northern Trust Global Investments July 2008 - August 2009
Wachovia Securities June 2007 - August 2007
Raymond James May 2006 - May 2007
Skills
Bloomberg, Trading, Fixed Income, Derivatives, Equities
Education
Michigan State University 2004 — 2008
B.A., Economics
M&N Trading June 2014 - Present
AlphaBit Trading July 2013 - April 2014
Breakwater Trading November 2010 - March 2013
William Blair and Company September 2009 - November 2010
Northern Trust Global Investments July 2008 - August 2009
Wachovia Securities June 2007 - August 2007
Raymond James May 2006 - May 2007
Skills
Bloomberg, Trading, Fixed Income, Derivatives, Equities
Education
Michigan State University 2004 — 2008
B.A., Economics
Steve Hufford's Raymond James Experience August 2008 - Present
Job Managing Director, Investment Banking at Raymond James
Industry Investment Banking
Experience
Raymond James August 2008 - Present
Proficient Systems 2001 - 2006
VerticalOne 1999 - 2001
Premiere Technologies 1998 - 1999
Hunton & Williams LLP 1995 - 1998
Powell Goldstein LLP 1989 - 1995
Skills
Venture Capital, Private Equity, Due Diligence, Investment Banking, Capital Markets, Corporate Development, Mergers, Corporate Finance, Entrepreneurship, Securities, IPO, Investments, Strategy, Executive Management, Valuation, Corporate Governance, Business Strategy, Private Placements, Joint Ventures, Mergers & Acquisitions
Education
James Madison University
Bachelor of Arts, Russian, Political Science
University of Virginia
Juris Doctor, Law
Raymond James August 2008 - Present
Proficient Systems 2001 - 2006
VerticalOne 1999 - 2001
Premiere Technologies 1998 - 1999
Hunton & Williams LLP 1995 - 1998
Powell Goldstein LLP 1989 - 1995
Skills
Venture Capital, Private Equity, Due Diligence, Investment Banking, Capital Markets, Corporate Development, Mergers, Corporate Finance, Entrepreneurship, Securities, IPO, Investments, Strategy, Executive Management, Valuation, Corporate Governance, Business Strategy, Private Placements, Joint Ventures, Mergers & Acquisitions
Education
James Madison University
Bachelor of Arts, Russian, Political Science
University of Virginia
Juris Doctor, Law
John Stollmeyer's Raymond James Experience February 2010 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2010 - Present
Morgan Stanley Smith Barney July 1994 - February 2010
Dorris and Associates 1992 - 1994
Skills
Investments, Asset Management, Finance, Financial Advisory, Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Management, Asset Allocation, Securities
Education
Indiana University Bloomington 1982 — 1986
BS-SPEA, Business
Raymond James February 2010 - Present
Morgan Stanley Smith Barney July 1994 - February 2010
Dorris and Associates 1992 - 1994
Skills
Investments, Asset Management, Finance, Financial Advisory, Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Management, Asset Allocation, Securities
Education
Indiana University Bloomington 1982 — 1986
BS-SPEA, Business
Cyndi Collins's Raymond James Experience 2012 - Present
Job Complex Administrative Manager at Raymond James
Industry Financial Services
Experience
Raymond James 2012 - Present
American Fidelity 2011 - 2012
NRP Financial 2005 - 2010
Merrill Lynch 1996 - 2005
Education
Indiana Wesleyan University 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Raymond James 2012 - Present
American Fidelity 2011 - 2012
NRP Financial 2005 - 2010
Merrill Lynch 1996 - 2005
Education
Indiana Wesleyan University 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Paul Romain's Raymond James Experience May 2003 - November 2011
Job Trading Specialist at Ontario Securities Commission
Industry Financial Services
Experience
Ontario Securities Commission November 2011 - Present
Raymond James May 2003 - November 2011
Canaccord Capital 1999 - 2003
Griffiths McBurney and Partners 1997 - 1999
Skills
Equities, Securities, Hedge Funds, Trading, Capital Markets, Equity Trading, Management, Options, Financial Markets, Investments, ETFs, Investment Advisory, Fixed Income, Trading Systems, Derivatives, Electronic Trading
Education
Ryerson University 1995 — 1996
Accounting - Finance
The Canadian Securities Course 1993 — 1993
Laurentian University/Université Laurentienne 1988 — 1991
B.A., Economics
Ontario Securities Commission November 2011 - Present
Raymond James May 2003 - November 2011
Canaccord Capital 1999 - 2003
Griffiths McBurney and Partners 1997 - 1999
Skills
Equities, Securities, Hedge Funds, Trading, Capital Markets, Equity Trading, Management, Options, Financial Markets, Investments, ETFs, Investment Advisory, Fixed Income, Trading Systems, Derivatives, Electronic Trading
Education
Ryerson University 1995 — 1996
Accounting - Finance
The Canadian Securities Course 1993 — 1993
Laurentian University/Université Laurentienne 1988 — 1991
B.A., Economics
Janice Ray's Raymond James Experience October 2011 - Present
Job Registered Client Service Associate at Raymond James
Industry Financial Services
Experience
Raymond James October 2011 - Present
RBC June 2009 - Present
Morgan Stanley Smith Barney January 2002 - September 2011
Education
Kent State University 1982 — 1984
BS Recreation, Community Recreation
The University of Akron 1979 — 1982
Raymond James October 2011 - Present
RBC June 2009 - Present
Morgan Stanley Smith Barney January 2002 - September 2011
Education
Kent State University 1982 — 1984
BS Recreation, Community Recreation
The University of Akron 1979 — 1982
Dan Dill's Raymond James Experience 1996 - 2000
Job Sales Representative at American Crematory Equipment Co.
Industry Machinery
Experience
American Cremation Equipment Company 2012 - Present
B&L Cremation Systems 2000 - 2011
Raymond James 1996 - 2000
Whitby Pharmaceuticals 1988 - 1996
Russ Pharmaceuticals 1985 - 1988
American Quinine 1984 - 1985
Norwich Eaton 1983 - 1984
Education
Marshall University 1979 — 1983
MA, Biology
University of South Florida 1975 — 1978
BA, Political Science/Biology
Chamberlain High School 1968 — 1971
Diploma, General Ed
American Cremation Equipment Company 2012 - Present
B&L Cremation Systems 2000 - 2011
Raymond James 1996 - 2000
Whitby Pharmaceuticals 1988 - 1996
Russ Pharmaceuticals 1985 - 1988
American Quinine 1984 - 1985
Norwich Eaton 1983 - 1984
Education
Marshall University 1979 — 1983
MA, Biology
University of South Florida 1975 — 1978
BA, Political Science/Biology
Chamberlain High School 1968 — 1971
Diploma, General Ed
Joe Guarino, Financial Services Professional's Raymond James Experience 2004 - 2012
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2014 - Present
Wells Fargo March 2013 - March 2014
Raymond James 2004 - 2012
Merrill Lynch 1986 - 2004
Skills
Equity Trading, Trading, Series 7, Series 63, Equities, Investments, Series 24, Electronic Trading, ETFs, FINRA, Securities, Trading Systems, Team Leadership, Investment Strategies, Capital Markets, Alternative Investments, Options, Market Making, Finance, Business Process..., Financial Services, Risk Assessment, Fixed Income, Bloomberg, Hedge Funds, Trading Strategies, Portfolio Management, Series 55 x, Leveraging Relationships, Wealth Management, Prime Brokerage, Cross-functional..., Derivatives, Investment Management, Hedging, Structured Products, Technology Integration, Information Analysis, Financial Performance..., Asset Allocation, Equity Derivatives, Mutual Funds, Equity Capital Markets, Equity Valuation, Bloomberg Terminal, Financial Markets, Strategic Financial..., Compliance Oversight, Operations Coordination, Key Account...
Education
Long Island University, C.W. Post Campus 1982 — 1986
B.S., Finance Major, Economics Minor
Xaverian High School
AXA Advisors April 2014 - Present
Wells Fargo March 2013 - March 2014
Raymond James 2004 - 2012
Merrill Lynch 1986 - 2004
Skills
Equity Trading, Trading, Series 7, Series 63, Equities, Investments, Series 24, Electronic Trading, ETFs, FINRA, Securities, Trading Systems, Team Leadership, Investment Strategies, Capital Markets, Alternative Investments, Options, Market Making, Finance, Business Process..., Financial Services, Risk Assessment, Fixed Income, Bloomberg, Hedge Funds, Trading Strategies, Portfolio Management, Series 55 x, Leveraging Relationships, Wealth Management, Prime Brokerage, Cross-functional..., Derivatives, Investment Management, Hedging, Structured Products, Technology Integration, Information Analysis, Financial Performance..., Asset Allocation, Equity Derivatives, Mutual Funds, Equity Capital Markets, Equity Valuation, Bloomberg Terminal, Financial Markets, Strategic Financial..., Compliance Oversight, Operations Coordination, Key Account...
Education
Long Island University, C.W. Post Campus 1982 — 1986
B.S., Finance Major, Economics Minor
Xaverian High School
Christine Spencer's Raymond James Experience October 2012 - August 2014
Job Branch Compliance at Richardson GMP
Industry Financial Services
Experience
Richardson GMP February 2015 - Present
Raymond James October 2012 - August 2014
Desjardins Securities June 2011 - October 2012
National Bank Financial April 2002 - December 2010
Merrill Lynch 2000 - 2002
Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Mutual Funds, Credit Analysis
Education
University of London 2006 — 2009
Post Graduate Diploma, Business
Laurentian University/Université Laurentienne 1994 — 1998
BA, Economics
Richardson GMP February 2015 - Present
Raymond James October 2012 - August 2014
Desjardins Securities June 2011 - October 2012
National Bank Financial April 2002 - December 2010
Merrill Lynch 2000 - 2002
Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Mutual Funds, Credit Analysis
Education
University of London 2006 — 2009
Post Graduate Diploma, Business
Laurentian University/Université Laurentienne 1994 — 1998
BA, Economics
Brian Lampsa's Raymond James Experience June 2007 - Present
Job Vice President, Investments & Complex Manager at Raymond James
Industry Financial Services
Experience
Raymond James June 2007 - Present
Education
Marquette University 1988 — 1992
BS, Business Administration
Raymond James June 2007 - Present
Education
Marquette University 1988 — 1992
BS, Business Administration
Deborah M. Kilcline's Raymond James Experience MUTUAL FUNDS OPERATIONS ANALYST IIIAMERIPRISE ADVISOR SERVICESJune 2006 - October 2009
Job Operations Specialist III
Industry Financial Services
Experience
Raymond James MUTUAL FUNDS OPERATIONS ANALYST IIIAMERIPRISE ADVISOR SERVICESJune 2006 - October 2009
AMERIPRISE ADVISOR SERVICES May 1998 - June 2006
Skills
Mutual Funds, Securities, Wealth Management, Financial Analysis, Portfolio Management, Customer Service, Strategic Financial..., Retirement Planning, Microsoft Office, Investments, Asset Managment, Investment Advisory, Stocks, Bonds, Alternative Investments, Equities, Banking, Retirement, Asset Allocation, Asset Management, Financial Planners, Financial Planning
Education
Macomb Community College
Raymond James MUTUAL FUNDS OPERATIONS ANALYST IIIAMERIPRISE ADVISOR SERVICESJune 2006 - October 2009
AMERIPRISE ADVISOR SERVICES May 1998 - June 2006
Skills
Mutual Funds, Securities, Wealth Management, Financial Analysis, Portfolio Management, Customer Service, Strategic Financial..., Retirement Planning, Microsoft Office, Investments, Asset Managment, Investment Advisory, Stocks, Bonds, Alternative Investments, Equities, Banking, Retirement, Asset Allocation, Asset Management, Financial Planners, Financial Planning
Education
Macomb Community College
Laura Arrell's Raymond James Experience December 2001 - Present
Job Managing Director, US Institutional Equity Sales
Industry Financial Services
Experience
Raymond James December 2001 - Present
NCL Investments, London UK 1999 - 2001
Skills
Equities
Education
The American University of Paris 1996 — 1997
Arts, European Cultural Studies & Economics
McGill University 1994 — 1995
Arts, Communications
Raymond James December 2001 - Present
NCL Investments, London UK 1999 - 2001
Skills
Equities
Education
The American University of Paris 1996 — 1997
Arts, European Cultural Studies & Economics
McGill University 1994 — 1995
Arts, Communications
Brian Duwan's Raymond James Experience September 2009 - November 2009
Job Consultant at Milestone
Industry Financial Services
Experience
Milestone January 2014 - Present
ALaS Consulting LLC May 2010 - June 2013
Raymond James September 2009 - November 2009
Merrill Lynch June 2008 - August 2008
Keefe, Bruyette & Woods June 2007 - August 2007
Education
Lehigh University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Milestone January 2014 - Present
ALaS Consulting LLC May 2010 - June 2013
Raymond James September 2009 - November 2009
Merrill Lynch June 2008 - August 2008
Keefe, Bruyette & Woods June 2007 - August 2007
Education
Lehigh University 2005 — 2009
Bachelor of Arts (B.A.), Economics
John Dulay, CFA's Raymond James Experience July 2006 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James July 2006 - Present
Salomon Smith Barney June 2001 - June 2006
Skills
Retirement Planning, Financial Advisory, Investments, Retirement, Securities, 401k, Employee Benefits, Defined Contribution, Non-Qualified Deferred..., 403 b, Cash Balance, ESOP, Consulting
Education
Marquette University 1996 — 2000
Bachelor, Economics
Loyola Academy 1992 — 1996
Diploma
Raymond James July 2006 - Present
Salomon Smith Barney June 2001 - June 2006
Skills
Retirement Planning, Financial Advisory, Investments, Retirement, Securities, 401k, Employee Benefits, Defined Contribution, Non-Qualified Deferred..., 403 b, Cash Balance, ESOP, Consulting
Education
Marquette University 1996 — 2000
Bachelor, Economics
Loyola Academy 1992 — 1996
Diploma
Fran Carman's Raymond James Experience March 2013 - Present
Job Client Service Associate at Raymond James
Industry Investment Management
Experience
Raymond James March 2013 - Present
Northwestern Mutual September 2012 - March 2013
Rubicon Financial Network, First Allied Securities, Member FINRA/SiPC May 2010 - April 2012
Waldenbooks April 2008 - January 2010
FPE Retail September 2001 - January 2008
Skills
Customer Satisfaction, Budget, Organization, Shipping, Indiana Health and Life...
Education
Ivy Tech Community College
Associates, Business and Office Management
Raymond James March 2013 - Present
Northwestern Mutual September 2012 - March 2013
Rubicon Financial Network, First Allied Securities, Member FINRA/SiPC May 2010 - April 2012
Waldenbooks April 2008 - January 2010
FPE Retail September 2001 - January 2008
Skills
Customer Satisfaction, Budget, Organization, Shipping, Indiana Health and Life...
Education
Ivy Tech Community College
Associates, Business and Office Management
Jack Deinlein's Raymond James Experience February 2009 - Present
Job Senior Vice President, Investments / Investment Management Consultant at Raymond James
Industry Financial Services
Experience
Raymond James February 2009 - Present
Merrill Lynch February 2006 - February 2009
Skills
Asset Allocation
Education
University of Pennsylvania - The Wharton School 2006 — 2007
Investment Management Analyst Program, CIMA®
Indiana University - Kelley School of Business 1978 — 1982
Bachelor of Science, Accounting
Raymond James February 2009 - Present
Merrill Lynch February 2006 - February 2009
Skills
Asset Allocation
Education
University of Pennsylvania - The Wharton School 2006 — 2007
Investment Management Analyst Program, CIMA®
Indiana University - Kelley School of Business 1978 — 1982
Bachelor of Science, Accounting
Joel Miller's Raymond James Experience October 2007 - November 2010
Job Director Mergers, Acquisitions and Divestitures at Intel Capital
Industry Financial Services
Experience
Intel Capital January 2012 - Present
Raymond James October 2007 - November 2010
Bank of America Securities August 1998 - October 2007
Creditanstalt Investment Bank February 1995 - August 1996
Salomon Brothers July 1991 - July 1994
Skills
Leadership, Project Management, Corporate Finance, Mergers & Acquisitions, Corporate Development, Strategy, Investment Banking, Financial Modeling, Valuation, Due Diligence, Start-ups, Finance, Investors
Education
University of Chicago 1996 — 1998
MBA with Highest Honors
London Business School 1998 — 1998
University of California, Berkeley 1987 — 1991
BS with Honors, Electrical Engineering and Computer Science
Intel Capital January 2012 - Present
Raymond James October 2007 - November 2010
Bank of America Securities August 1998 - October 2007
Creditanstalt Investment Bank February 1995 - August 1996
Salomon Brothers July 1991 - July 1994
Skills
Leadership, Project Management, Corporate Finance, Mergers & Acquisitions, Corporate Development, Strategy, Investment Banking, Financial Modeling, Valuation, Due Diligence, Start-ups, Finance, Investors
Education
University of Chicago 1996 — 1998
MBA with Highest Honors
London Business School 1998 — 1998
University of California, Berkeley 1987 — 1991
BS with Honors, Electrical Engineering and Computer Science
Margaret Emerson's Raymond James Experience May 2009 - Present
Job Financial Advisor/ Vice President, Investments
Industry Financial Services
Experience
Raymond James May 2009 - Present
Citi Smith Barney February 1999 - May 2009
Skills
Investment Advisory, Securities, Retirement Planning, Series 7, Asset Allocation, Wealth Management, Financial Advisory, Mutual Funds, Annuities, Insurance Planning, Financial Planning
Education
Lafayette College 1976 — 1979
Bachelor of Arts, Economics & Business
Raymond James May 2009 - Present
Citi Smith Barney February 1999 - May 2009
Skills
Investment Advisory, Securities, Retirement Planning, Series 7, Asset Allocation, Wealth Management, Financial Advisory, Mutual Funds, Annuities, Insurance Planning, Financial Planning
Education
Lafayette College 1976 — 1979
Bachelor of Arts, Economics & Business
Greg Downey's Raymond James Experience September 2008 - Present
Job Vice President,Investments at Raymond James
Industry Financial Services
Experience
Raymond James September 2008 - Present
Edward Jones Investments October 2000 - September 2008
Education
Michigan State University 1993 — 1997
Frankenmuth High School 1989 — 1993
Raymond James September 2008 - Present
Edward Jones Investments October 2000 - September 2008
Education
Michigan State University 1993 — 1997
Frankenmuth High School 1989 — 1993
Andrea Spinelli Osbourn's Raymond James Experience November 2006 - Present
Job Operations Manager at Raymond James
Industry Financial Services
Experience
Raymond James November 2006 - Present
Wachovia Bank August 2001 - November 2006
Education
Kaplan University 2002 — 2004
BA, Business Administration
Plymouth State University 1986 — 1990
BA, Physical Education
Wilmington High School
Wilmington High School
Wilmington High School
Wilmington High School
Raymond James November 2006 - Present
Wachovia Bank August 2001 - November 2006
Education
Kaplan University 2002 — 2004
BA, Business Administration
Plymouth State University 1986 — 1990
BA, Physical Education
Wilmington High School
Wilmington High School
Wilmington High School
Wilmington High School
Christopher Schaeffer's Raymond James Experience November 1996 - May 2001
Job President at Eagle Capital Management LLC
Industry Financial Services
Experience
Eagle Capital Management LLC May 2001 - Present
Raymond James November 1996 - May 2001
Prudential Securities January 1991 - October 1996
Thomson Mc Kinnon Securities October 1986 - November 1991
Skills
Management, Marketing Strategy, Negotiation, Leadership, Portfolio Management, Business Strategy, Sales, Customer Service, Strategic Financial..., Financial Services, Risk Management, Team Building, New Business Development, Public Speaking, Strategic Planning, Sales Management, Insurance, Investments, Retirement Planning, Financial Analysis
Education
Indiana University Bloomington 1978 — 1982
BA, Economics
Niagara University 1976 — 1977
general education
Immaculata,Somerville NJ 1974 — 1976
Mc Quaid Jesuit,Rochester NY 1972 — 1974
St Rose of Lima, Newtown CT 1970 — 1971
St Theresa,New Cumberland PA 1967 — 1969
Immaculate heart of Mary,Baltimore Md 1965 — 1967
Eagle Capital Management LLC May 2001 - Present
Raymond James November 1996 - May 2001
Prudential Securities January 1991 - October 1996
Thomson Mc Kinnon Securities October 1986 - November 1991
Skills
Management, Marketing Strategy, Negotiation, Leadership, Portfolio Management, Business Strategy, Sales, Customer Service, Strategic Financial..., Financial Services, Risk Management, Team Building, New Business Development, Public Speaking, Strategic Planning, Sales Management, Insurance, Investments, Retirement Planning, Financial Analysis
Education
Indiana University Bloomington 1978 — 1982
BA, Economics
Niagara University 1976 — 1977
general education
Immaculata,Somerville NJ 1974 — 1976
Mc Quaid Jesuit,Rochester NY 1972 — 1974
St Rose of Lima, Newtown CT 1970 — 1971
St Theresa,New Cumberland PA 1967 — 1969
Immaculate heart of Mary,Baltimore Md 1965 — 1967
Jason Franzblau, CFA's Raymond James Experience December 2014 - Present
Job Raymond James
Industry Investment Management
Experience
Raymond James December 2014 - Present
JPMorgan Chase May 2013 - December 2014
Verizon June 2008 - May 2013
Bristol-Myers Squibb June 2007 - August 2007
Education
Lehigh University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Raymond James December 2014 - Present
JPMorgan Chase May 2013 - December 2014
Verizon June 2008 - May 2013
Bristol-Myers Squibb June 2007 - August 2007
Education
Lehigh University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Denny Kasch's Raymond James Experience January 1998 - May 2012
Job Woodworker at MacDill AFB Arts and Crafts
Industry Arts and Crafts
Experience
MacDill AFB Arts and Crafts August 2012 - Present
Raymond James January 1998 - May 2012
Skills
Data Modeling (logical..., Data Administration, SQL Programming, Managerial Skills, Microsoft Access
Education
McKendree College
Management Information Systems
MacDill AFB Arts and Crafts August 2012 - Present
Raymond James January 1998 - May 2012
Skills
Data Modeling (logical..., Data Administration, SQL Programming, Managerial Skills, Microsoft Access
Education
McKendree College
Management Information Systems
Julie McSweeney Alexander, AAMS's Raymond James Experience 2006 - Present
Job Associate Vice President Investments, Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James 2006 - Present
The Private Bank of Bank of America 2004 - 2006
UBS 2001 - 2004
Education
Louisiana State University 1989 — 1994
Bachelor's degree
St. Mary's Dominican High School 1985 — 1989
Raymond James 2006 - Present
The Private Bank of Bank of America 2004 - 2006
UBS 2001 - 2004
Education
Louisiana State University 1989 — 1994
Bachelor's degree
St. Mary's Dominican High School 1985 — 1989
Nick Astle's Raymond James Experience February 2014 - Present
Job Partner at Commonwealth Financial Network
Industry Investment Management
Experience
Commonwealth Financial Network August 2015 - Present
Raymond James February 2014 - Present
Merrill Lynch November 2007 - February 2014
Skills
Investments, Finance, Securities, Series 7, Financial Analysis, Financial Planning, Financial Modeling, Asset Management, Public Speaking, Management, Social Media
Education
Loyola Marymount University 2003 — 2007
Business, Finance
Commonwealth Financial Network August 2015 - Present
Raymond James February 2014 - Present
Merrill Lynch November 2007 - February 2014
Skills
Investments, Finance, Securities, Series 7, Financial Analysis, Financial Planning, Financial Modeling, Asset Management, Public Speaking, Management, Social Media
Education
Loyola Marymount University 2003 — 2007
Business, Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS