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
Thuy West Thuy West's Raymond James Experience April 2013 - Present
Job First Vice President, Investments
Industry Financial Services
Experience
Raymond James April 2013 - Present
Monsanto 1990 - 2000
Skills
Asset Allocation, Series 7, Investments, Investment Advisory, Portfolio Management, Equities, Wealth Management, Retirement Planning, Alternative Investments, Fixed Income, Mutual Funds, Series 63
Education
Missouri University of Science and Technology 1986 — 1990
BS, Chemical Engineering, Magna Cum Laude
Raymond James April 2013 - Present
Monsanto 1990 - 2000
Skills
Asset Allocation, Series 7, Investments, Investment Advisory, Portfolio Management, Equities, Wealth Management, Retirement Planning, Alternative Investments, Fixed Income, Mutual Funds, Series 63
Education
Missouri University of Science and Technology 1986 — 1990
BS, Chemical Engineering, Magna Cum Laude
Carolyn Thorsen Carolyn Thorsen's Raymond James Experience June 2008 - August 2008
Job Business Consultant at IBM Global Business Services
Industry Financial Services
Experience
IBM February 2012 - Present
New Balance Athletic Shoes Inc. July 2011 - January 2012
Principia College September 2010 - June 2011
Christian Science Publishing Society June 2010 - August 2010
Raymond James June 2008 - August 2008
Skills
Program Management, Strategy, Public Speaking, Sales, Training, Integration, Microsoft Office, Business Analysis, Process Improvement, Microsoft Excel, Strategic Planning, Social Media, Event Planning, Project Management, Customer Service, Research, Team Leadership, Management Consulting, Marketing Strategy, Management, Analysis, Market Research, Project Planning, PowerPoint, Marketing, Organizational..., Data Analysis, Leadership, Leadership Development, Time Management, Entrepreneurship, Business Development, Account Management, QA Complete Testing Tool
Education
Principia College 2007 — 2011
B.A., Business Administration
Shullsburg High School 2003 — 2007
High School Diploma
IBM February 2012 - Present
New Balance Athletic Shoes Inc. July 2011 - January 2012
Principia College September 2010 - June 2011
Christian Science Publishing Society June 2010 - August 2010
Raymond James June 2008 - August 2008
Skills
Program Management, Strategy, Public Speaking, Sales, Training, Integration, Microsoft Office, Business Analysis, Process Improvement, Microsoft Excel, Strategic Planning, Social Media, Event Planning, Project Management, Customer Service, Research, Team Leadership, Management Consulting, Marketing Strategy, Management, Analysis, Market Research, Project Planning, PowerPoint, Marketing, Organizational..., Data Analysis, Leadership, Leadership Development, Time Management, Entrepreneurship, Business Development, Account Management, QA Complete Testing Tool
Education
Principia College 2007 — 2011
B.A., Business Administration
Shullsburg High School 2003 — 2007
High School Diploma
Todd Barnthouse Todd Barnthouse's Raymond James Experience December 2014 - Present
Job Financial Planner at Raymond James & PriorityOne Bank
Industry Financial Services
Experience
Raymond James December 2014 - Present
M&F Bank/Renasant Bank May 2012 - December 2014
Skills
Investments, Finance, Retirement Planning, Wealth Management, Financial Advisory, Estate Planning, Microsoft Office, Microsoft Excel, Securities, Social Security, Goal Planning &..., Series 7, Series 66
Education
Mississippi State University 2008 — 2012
BA, Banking and Finance
Raymond James December 2014 - Present
M&F Bank/Renasant Bank May 2012 - December 2014
Skills
Investments, Finance, Retirement Planning, Wealth Management, Financial Advisory, Estate Planning, Microsoft Office, Microsoft Excel, Securities, Social Security, Goal Planning &..., Series 7, Series 66
Education
Mississippi State University 2008 — 2012
BA, Banking and Finance
John Soebbing John Soebbing's Raymond James Experience September 2009 - November 2013
Job Senior Vice President, Chief Procurement Officer at Scottrade
Industry Financial Services
Experience
Scottrade May 2015 - Present
Tyco International Management Company November 2013 - December 2014
Raymond James September 2009 - November 2013
Thomson Reuters April 2008 - July 2009
The Thomson Corporation March 2007 - April 2008
Thomson Financial LLC August 2002 - March 2007
Cap Gemini Ernst & Young June 1998 - August 2002
AEC Engineering September 1995 - October 1996
CH2M HILL May 1986 - September 1995
Skills
Vendor Management, Contract Negotiation, Process Improvement, Change Management, Procurement, Sourcing, Management, Financial Services, Strategic Sourcing, Strategic Planning, Project Management, Contract Management, Consulting, Outsourcing, Spend Analysis, E-procurement, Acquisition Integration, Purchasing, Business Process, Negotiation, Training, Supply Management, Business Process..., Cross-functional Team..., Finance, Strategy, Sales, Pricing, Forecasting, Supply Chain Management, Team Building, Risk Management, Leadership, Program Management, Enterprise Software, IT Sourcing
Education
University of Minnesota - Carlson School of Management 1996 — 1998
MBA, Operations, Marketing
Oklahoma State University 1980 — 1986
BS, Chemical Engineering
Scottrade May 2015 - Present
Tyco International Management Company November 2013 - December 2014
Raymond James September 2009 - November 2013
Thomson Reuters April 2008 - July 2009
The Thomson Corporation March 2007 - April 2008
Thomson Financial LLC August 2002 - March 2007
Cap Gemini Ernst & Young June 1998 - August 2002
AEC Engineering September 1995 - October 1996
CH2M HILL May 1986 - September 1995
Skills
Vendor Management, Contract Negotiation, Process Improvement, Change Management, Procurement, Sourcing, Management, Financial Services, Strategic Sourcing, Strategic Planning, Project Management, Contract Management, Consulting, Outsourcing, Spend Analysis, E-procurement, Acquisition Integration, Purchasing, Business Process, Negotiation, Training, Supply Management, Business Process..., Cross-functional Team..., Finance, Strategy, Sales, Pricing, Forecasting, Supply Chain Management, Team Building, Risk Management, Leadership, Program Management, Enterprise Software, IT Sourcing
Education
University of Minnesota - Carlson School of Management 1996 — 1998
MBA, Operations, Marketing
Oklahoma State University 1980 — 1986
BS, Chemical Engineering
Bambi Corso Bambi Corso's Raymond James Experience December 2014 - Present
Job Branch Marketing Assistant
Industry Executive Office
Experience
Raymond James December 2014 - Present
Sultra Corporation April 2012 - February 2014
BambiCorso.com September 2008 - January 2014
ghd Professional, North America, Inc. May 2004 - September 2009
L'anza Research International, Inc. January 1999 - May 2002
L'anza Research International, Inc. April 1996 - January 1999
Sebastian International October 1989 - March 1996
Kenny Rogers Productions July 1985 - August 1987
Kenny Rogers Productions December 1983 - June 1985
Skills
Event Planning, Team Building, Coaching, Public Speaking, Management, Life Coaching, Public Relations, Non-profits, Strategic Planning, Training, Leadership, Customer Service, Change Management, Budgets, Sales, B2B, Nonprofits, Advertising, Social Media, Entrepreneurship, Merchandising, Leadership Development, Social Media Marketing, Human Resources, Teaching, Time Management, Policy, Personal Development, Marketing, Administration, Executive Coaching, Social Networking, E-commerce, Small Business, Marketing Strategy, Project Management, Negotiation, Editing, Organizational..., Intuitiveness
Education
Westlake High School 1979 — 1982
Moorpark College
Raymond James December 2014 - Present
Sultra Corporation April 2012 - February 2014
BambiCorso.com September 2008 - January 2014
ghd Professional, North America, Inc. May 2004 - September 2009
L'anza Research International, Inc. January 1999 - May 2002
L'anza Research International, Inc. April 1996 - January 1999
Sebastian International October 1989 - March 1996
Kenny Rogers Productions July 1985 - August 1987
Kenny Rogers Productions December 1983 - June 1985
Skills
Event Planning, Team Building, Coaching, Public Speaking, Management, Life Coaching, Public Relations, Non-profits, Strategic Planning, Training, Leadership, Customer Service, Change Management, Budgets, Sales, B2B, Nonprofits, Advertising, Social Media, Entrepreneurship, Merchandising, Leadership Development, Social Media Marketing, Human Resources, Teaching, Time Management, Policy, Personal Development, Marketing, Administration, Executive Coaching, Social Networking, E-commerce, Small Business, Marketing Strategy, Project Management, Negotiation, Editing, Organizational..., Intuitiveness
Education
Westlake High School 1979 — 1982
Moorpark College
Michele Duvall Michele Duvall's Raymond James Experience May 2014 - Present
Job Practice Manager The Millstone Evans Group of Raymond James at Raymond James
Industry Financial Services
Experience
Raymond James May 2014 - Present
Raymond James August 1989 - May 2014
Skills
Series 7, Securities, Financial Advisory, Mutual Funds, Investments, Retirement Planning, Finance, Wealth Management, Financial Planning, Portfolio Management, Investment Advisory, Asset Management
Education
Notre Dame of Maryland University 1995 — 2002
BA, Business/Finance
University of Wisconsin-Madison 1973 — 1975
Textile Design
Raymond James May 2014 - Present
Raymond James August 1989 - May 2014
Skills
Series 7, Securities, Financial Advisory, Mutual Funds, Investments, Retirement Planning, Finance, Wealth Management, Financial Planning, Portfolio Management, Investment Advisory, Asset Management
Education
Notre Dame of Maryland University 1995 — 2002
BA, Business/Finance
University of Wisconsin-Madison 1973 — 1975
Textile Design
Lindsey Page Lindsey Page's Raymond James Experience January 2007 - August 2008
Job Business Development Manager at Novotus
Industry Staffing and Recruiting
Experience
Novotus February 2015 - Present
Novotus 2011 - Present
Novotus August 2009 - February 2011
Dell August 2008 - July 2009
Raymond James January 2007 - August 2008
Skills
Talent Acquisition, Recruiting, Customer Service, Applicant Tracking..., Microsoft Office, Talent Management, Technical Recruiting, Problem Solving, Interviews, Human Resources, Customer Relations, Mentoring, Temporary Placement, Sourcing, Hiring, Employee Relations, Internet Recruiting, Onboarding, Staffing Services, Contract Recruitment, Salesforce.com..., Sales Operations, Business Development
Education
Michigan State University 2004 — 2008
Bachelor of Arts, Finance
West Catholic High School
Novotus February 2015 - Present
Novotus 2011 - Present
Novotus August 2009 - February 2011
Dell August 2008 - July 2009
Raymond James January 2007 - August 2008
Skills
Talent Acquisition, Recruiting, Customer Service, Applicant Tracking..., Microsoft Office, Talent Management, Technical Recruiting, Problem Solving, Interviews, Human Resources, Customer Relations, Mentoring, Temporary Placement, Sourcing, Hiring, Employee Relations, Internet Recruiting, Onboarding, Staffing Services, Contract Recruitment, Salesforce.com..., Sales Operations, Business Development
Education
Michigan State University 2004 — 2008
Bachelor of Arts, Finance
West Catholic High School
Amy Travis Amy Travis's Raymond James Experience February 1998 - Present
Job Registered Sales Associate
Industry Financial Services
Experience
Raymond James February 1998 - Present
Prudential Securities June 1988 - February 1998
Skills
Investments, Securities, Series 7, Financial Advisory, Customer Service, Mutual Funds, Series 63, Equities, Retirement
Education
Northwestern Michigan College
Business Administration and Management, General
TBA Career Tech Center
Business Administration and Management, General
Raymond James February 1998 - Present
Prudential Securities June 1988 - February 1998
Skills
Investments, Securities, Series 7, Financial Advisory, Customer Service, Mutual Funds, Series 63, Equities, Retirement
Education
Northwestern Michigan College
Business Administration and Management, General
TBA Career Tech Center
Business Administration and Management, General
Rich Kaczynski Rich Kaczynski's Raymond James Experience August 2012 - Present
Job Registered Sales Representative at Raymond James
Industry Financial Services
Experience
Raymond James August 2012 - Present
Raymond James February 2014 - May 2014
Joliet Dirtbags Semi-Pro Baseball December 2011 - August 2012
Fastenal September 2011 - May 2012
Millikin University Consulting August 2011 - December 2011
Skills
Investments, Financial Analysis, Microsoft Excel, Risk Management, Economics, Asset Management, Financial Forecasting
Education
Millikin University 2008 — 2012
Bachelor of Science, Finance
De La Salle Institute 2004 — 2008
Honors
Raymond James August 2012 - Present
Raymond James February 2014 - May 2014
Joliet Dirtbags Semi-Pro Baseball December 2011 - August 2012
Fastenal September 2011 - May 2012
Millikin University Consulting August 2011 - December 2011
Skills
Investments, Financial Analysis, Microsoft Excel, Risk Management, Economics, Asset Management, Financial Forecasting
Education
Millikin University 2008 — 2012
Bachelor of Science, Finance
De La Salle Institute 2004 — 2008
Honors
Tracy Stocker Tracy Stocker's Raymond James Experience October 2006 - May 2009
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Lumin Financial, LLC December 2014 - May 2015
Advance Capital Management, Inc. May 2014 - December 2014
Merrill Lynch August 2011 - January 2014
Raymond James October 2006 - May 2009
Ferris Baker Watts November 2005 - October 2006
Ferndale Elementary PTA September 1997 - June 2004
Merrill Lynch March 1989 - February 1993
First Federal of Michigan (Charter One) June 1986 - March 1989
Merrill Lynch 1984 - 1986
Merrill Lynch 1981 - 1984
Skills
Networking, Securities, Retirement Planning, Banking, Budgets, Organizing, Able To Multi-task, Outlook, Inventory Management, Teamwork, Microsoft Excel, Investments, Wealth Management, Microsoft Word, Microsoft Office, Administration, Financial Advisory, Administrative..., Collaborative Problem..., Hiring Employees, Internet, Resourceful..., Customer Service, Compliance, Equities, Securities Regulation, Regulatory Requirements, Time Management, Team Leadership, Employee Training, Legal Documents, Event Planning, Problem Solving
Education
Oakland Community College
Associate degree, Business
Lincoln Park High School 1975 — 1978
Diploma, Business
Lumin Financial, LLC December 2014 - May 2015
Advance Capital Management, Inc. May 2014 - December 2014
Merrill Lynch August 2011 - January 2014
Raymond James October 2006 - May 2009
Ferris Baker Watts November 2005 - October 2006
Ferndale Elementary PTA September 1997 - June 2004
Merrill Lynch March 1989 - February 1993
First Federal of Michigan (Charter One) June 1986 - March 1989
Merrill Lynch 1984 - 1986
Merrill Lynch 1981 - 1984
Skills
Networking, Securities, Retirement Planning, Banking, Budgets, Organizing, Able To Multi-task, Outlook, Inventory Management, Teamwork, Microsoft Excel, Investments, Wealth Management, Microsoft Word, Microsoft Office, Administration, Financial Advisory, Administrative..., Collaborative Problem..., Hiring Employees, Internet, Resourceful..., Customer Service, Compliance, Equities, Securities Regulation, Regulatory Requirements, Time Management, Team Leadership, Employee Training, Legal Documents, Event Planning, Problem Solving
Education
Oakland Community College
Associate degree, Business
Lincoln Park High School 1975 — 1978
Diploma, Business
Rick Hadrava Rick Hadrava's Raymond James Experience March 2008 - Present
Job Senior Vice President, Investments/Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James March 2008 - Present
Banc of America Investments March 2003 - March 2008
Morgan Stanley Dean Witter 1994 - 2003
Oklahoma Army National Guard 1988 - 1996
Education
Oklahoma State University 1988 — 1992
B.S., Business Management
BAHS
Strategic Coach
Strategic Coach
Raymond James March 2008 - Present
Banc of America Investments March 2003 - March 2008
Morgan Stanley Dean Witter 1994 - 2003
Oklahoma Army National Guard 1988 - 1996
Education
Oklahoma State University 1988 — 1992
B.S., Business Management
BAHS
Strategic Coach
Strategic Coach
Bill Theis Bill Theis's Raymond James Experience May 1996 - Present
Job Senior Vice President, Investments. Complex Manager, Northern Lakes Complex. Raymond James
Industry Financial Services
Experience
Raymond James May 1996 - Present
Dean Witter Reynolds Inc. March 1993 - May 1996
Merrill Lynch November 1990 - March 1993
Education
Ohio University
Bachelor of Science (BS), Psychology, Business Administration and Management, General
Raymond James May 1996 - Present
Dean Witter Reynolds Inc. March 1993 - May 1996
Merrill Lynch November 1990 - March 1993
Education
Ohio University
Bachelor of Science (BS), Psychology, Business Administration and Management, General
Brett Feldman Brett Feldman's Raymond James Experience March 2013 - September 2013
Job Underwriter Trainee Excess Risk Reinsurance
Industry Insurance
Experience
Ironshore Insurance April 2015 - Present
Ironshore Insurance - Excess Risk Reinsurance September 2013 - March 2015
Raymond James March 2013 - September 2013
Southern Farm Bureau Life Insurance August 2012 - February 2013
New York Life Insurance Company April 2011 - March 2012
Skills
Retirement Planning, New Business Development, Financial Statement..., Financial Analysis, Series 7, Investments, Portfolio Management, Strategic Financial..., Asset Allocation, Equities, Series 6, 401k, Bonds, Credit Analysis, Investment Strategies, Wealth Management, Investment Advisory, Investment Management, Microsoft Excel, Underwriting
Education
Millsaps College 2015 — 2017
Master of Business Administration (M.B.A.)
Mississippi State University 2009 — 2011
Bachelor of Business Administration, Finance
Ironshore Insurance April 2015 - Present
Ironshore Insurance - Excess Risk Reinsurance September 2013 - March 2015
Raymond James March 2013 - September 2013
Southern Farm Bureau Life Insurance August 2012 - February 2013
New York Life Insurance Company April 2011 - March 2012
Skills
Retirement Planning, New Business Development, Financial Statement..., Financial Analysis, Series 7, Investments, Portfolio Management, Strategic Financial..., Asset Allocation, Equities, Series 6, 401k, Bonds, Credit Analysis, Investment Strategies, Wealth Management, Investment Advisory, Investment Management, Microsoft Excel, Underwriting
Education
Millsaps College 2015 — 2017
Master of Business Administration (M.B.A.)
Mississippi State University 2009 — 2011
Bachelor of Business Administration, Finance
Mo Krausman Mo Krausman's Raymond James Experience September 1993 - March 2010
Job Institutional Bond Trader, Retired
Industry Capital Markets
Experience
Raymond James September 1993 - March 2010
Kemper Securities March 1991 - September 1993
Security Pacific National Bank August 1987 - February 1991
Household International January 1983 - August 1985
Skills
Risk Management, Fixed Income, Strategic Financial..., Trading, Equities, Series 7, Series 63, Structured Finance, Securities, Portfolio Management
Education
The University of Chicago - Booth School of Business 1985 — 1987
M.B.A., Finance; Accounting
Pomona College 1978 — 1982
BA, History
Raymond James September 1993 - March 2010
Kemper Securities March 1991 - September 1993
Security Pacific National Bank August 1987 - February 1991
Household International January 1983 - August 1985
Skills
Risk Management, Fixed Income, Strategic Financial..., Trading, Equities, Series 7, Series 63, Structured Finance, Securities, Portfolio Management
Education
The University of Chicago - Booth School of Business 1985 — 1987
M.B.A., Finance; Accounting
Pomona College 1978 — 1982
BA, History
Weisley Frazier Jr. Weisley Frazier Jr.'s Raymond James Experience October 2005 - Present
Job Registered Sales Associate at Raymond James The Morgan, Lay, Frazier Group
Industry Financial Services
Experience
Raymond James October 2005 - Present
Education
Middle Tennessee State University 1999 — 2003
Bachelor of Business Administration, Accounting
Raymond James October 2005 - Present
Education
Middle Tennessee State University 1999 — 2003
Bachelor of Business Administration, Accounting
Reid Mitchell, AAMS®'s Raymond James Experience February 2013 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan March 2007 - February 2013
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Series 7, Asset Management, Investments, Retirement, Mutual Funds, Portfolio Management
Education
Middle Tennessee State University 2002 — 2007
Bachelor of Science (BS), Business Administration
Raymond James February 2013 - Present
Morgan Keegan March 2007 - February 2013
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Series 7, Asset Management, Investments, Retirement, Mutual Funds, Portfolio Management
Education
Middle Tennessee State University 2002 — 2007
Bachelor of Science (BS), Business Administration
Thomas A. Seiler, WMS Thomas A. Seiler, WMS's Raymond James Experience July 2011 - Present
Job The Seiler Group of Raymond James. We provide private portfolio design and implementation. Wealth is Freedom
Industry Financial Services
Experience
Raymond James July 2011 - Present
Morgan Stanley Smith Barney November 2005 - July 2011
Merrill Lynch 1990 - November 2005
Skills
Assist clients in..., Series 7, Series 8, Series 31, Series 63, Series 65, 401k, Licensed to Sell..., Alternative Investments, Annuity Sales, Asset Management, Business Loans, Business Planning, Cash Flow Analysis, Charitable Trusts, Charitable Giving, Concentrated Stock..., Equities, Estate Planning, Financial Planning, Investment Banking, Investment Portfolio..., Lines Of Credit, Mortgage Lending, Multi-generational..., Multi-generational..., Mutual Funds, Private Equity, Private SMA Managers &..., Refinance, Risk/Reward Analysis, Strategic Planning, Succession Planning, Tax-Free Bond...
Education
Montclair State University 1980 — 1984
B.S., Finance
Wilkes University 1979 — 1980
Raymond James July 2011 - Present
Morgan Stanley Smith Barney November 2005 - July 2011
Merrill Lynch 1990 - November 2005
Skills
Assist clients in..., Series 7, Series 8, Series 31, Series 63, Series 65, 401k, Licensed to Sell..., Alternative Investments, Annuity Sales, Asset Management, Business Loans, Business Planning, Cash Flow Analysis, Charitable Trusts, Charitable Giving, Concentrated Stock..., Equities, Estate Planning, Financial Planning, Investment Banking, Investment Portfolio..., Lines Of Credit, Mortgage Lending, Multi-generational..., Multi-generational..., Mutual Funds, Private Equity, Private SMA Managers &..., Refinance, Risk/Reward Analysis, Strategic Planning, Succession Planning, Tax-Free Bond...
Education
Montclair State University 1980 — 1984
B.S., Finance
Wilkes University 1979 — 1980
Michael T. Perino Michael T. Perino's Raymond James Experience April 2012 - Present
Job Financial Advisor, CRPC® , WMS at Raymond James
Industry Investment Management
Experience
Raymond James April 2012 - Present
Ameriprise Financial Services, Inc. April 2008 - April 2012
Merrill Lynch 2006 - 2008
Motorcity Limited LLC 2001 - 2006
Skills
Retirement, Investments, Long-term Care, Insurance, Trust Services, Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Estate Planning, Asset Allocation, Strategic Financial..., Investment Advisory, Financial Advisory, Mutual Funds, Investment Strategies, Securities, Fixed Annuities, Asset Management, Wealth, Wealth Management...
Education
College of Financial Planning
CRPC®, Chartered Retirement Planning Councelor
Ohio University 1999 — 2003
BBA, Finance Major
Raymond James April 2012 - Present
Ameriprise Financial Services, Inc. April 2008 - April 2012
Merrill Lynch 2006 - 2008
Motorcity Limited LLC 2001 - 2006
Skills
Retirement, Investments, Long-term Care, Insurance, Trust Services, Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Estate Planning, Asset Allocation, Strategic Financial..., Investment Advisory, Financial Advisory, Mutual Funds, Investment Strategies, Securities, Fixed Annuities, Asset Management, Wealth, Wealth Management...
Education
College of Financial Planning
CRPC®, Chartered Retirement Planning Councelor
Ohio University 1999 — 2003
BBA, Finance Major
Kjersten Lazar Kjersten Lazar's Raymond James Experience May 2007 - Present
Job Vice President, Investments
Industry Financial Services
Experience
Raymond James May 2007 - Present
Smith Barney June 2005 - March 2007
Wells Fargo Advisors March 1993 - June 2005
Skills
Wealth Management, Investments, Series 7, Retirement Planning, Asset Allocation, Equities, Investment Strategies, Insurance, Retirement, Risk Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Management, Retirement Income..., Cash Flow Management, Certified Financial...
Education
Michigan State University 1985 — 1989
BS
Masuk
Raymond James May 2007 - Present
Smith Barney June 2005 - March 2007
Wells Fargo Advisors March 1993 - June 2005
Skills
Wealth Management, Investments, Series 7, Retirement Planning, Asset Allocation, Equities, Investment Strategies, Insurance, Retirement, Risk Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Management, Retirement Income..., Cash Flow Management, Certified Financial...
Education
Michigan State University 1985 — 1989
BS
Masuk
Joseph Altobello's Raymond James Experience October 2014 - Present
Job Analyst at Raymond James
Industry Financial Services
Experience
Raymond James October 2014 - Present
Oppenheimer & Co. February 2000 - October 2014
Skills
Industry Analysis, Equity Research, Series 7, Bloomberg, Equities, Series 63, Financial Analysis, Research, Financial Modeling, Equity Valuation, Alternative Investments, Capital Markets, Hedge Funds, Investment Banking, Portfolio Management, Valuation, Competitive Analysis, Investments
Education
Penn State University 1991 — 1995
Bachelor's degree, Finance
Raymond James October 2014 - Present
Oppenheimer & Co. February 2000 - October 2014
Skills
Industry Analysis, Equity Research, Series 7, Bloomberg, Equities, Series 63, Financial Analysis, Research, Financial Modeling, Equity Valuation, Alternative Investments, Capital Markets, Hedge Funds, Investment Banking, Portfolio Management, Valuation, Competitive Analysis, Investments
Education
Penn State University 1991 — 1995
Bachelor's degree, Finance
Rebecca Perkins Rebecca Perkins's Raymond James Experience 2011 - Present
Job Certified Divorce Financial Analyst, Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James 2011 - Present
Wells Fargo Advisors 1992 - 2011
Skills
Asset Allocation, Investment Advisory, Series 7, Retirement Planning, 401k, Investment Strategies, Mutual Funds, Estate Planning, Annuities, Retirement, Alternative Investments, Financial Advisory, Stocks, Endowments, Financial Planning, Insurance Planning, Institutional Clients, Private Wealth..., Asset Management, Securities, Bonds, Investments, High Net Worth..., Fixed Income, ETFs, Private Banking, Hedge Funds, Insurance, Private Equity, Cash Management, Funding, Foundations, Portfolio Management, Wealth Management, Risk Management, Strategic Financial..., Investment Management, Finance, Equities, Institutional..., Small Business, IRAs, Financial Services, Life Insurance, Capital Markets, Personal Finance, Due Diligence
Education
Penn State University 1980 — 1984
B.S., Economics
Nether Providence High School
Raymond James 2011 - Present
Wells Fargo Advisors 1992 - 2011
Skills
Asset Allocation, Investment Advisory, Series 7, Retirement Planning, 401k, Investment Strategies, Mutual Funds, Estate Planning, Annuities, Retirement, Alternative Investments, Financial Advisory, Stocks, Endowments, Financial Planning, Insurance Planning, Institutional Clients, Private Wealth..., Asset Management, Securities, Bonds, Investments, High Net Worth..., Fixed Income, ETFs, Private Banking, Hedge Funds, Insurance, Private Equity, Cash Management, Funding, Foundations, Portfolio Management, Wealth Management, Risk Management, Strategic Financial..., Investment Management, Finance, Equities, Institutional..., Small Business, IRAs, Financial Services, Life Insurance, Capital Markets, Personal Finance, Due Diligence
Education
Penn State University 1980 — 1984
B.S., Economics
Nether Providence High School
Sue Lockwood Sue Lockwood's Raymond James Experience October 2013 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James October 2013 - Present
Raymond James Financial Services July 2008 - October 2013
LPL Financial Services 1996 - 2008
Invest Financial 1985 - 1994
Skills
Series 7, Series 63, Health Insurance, Life/Variable Life, Series 66
Education
Olivet Nazarene University
B.A., Business Administration
Raymond James October 2013 - Present
Raymond James Financial Services July 2008 - October 2013
LPL Financial Services 1996 - 2008
Invest Financial 1985 - 1994
Skills
Series 7, Series 63, Health Insurance, Life/Variable Life, Series 66
Education
Olivet Nazarene University
B.A., Business Administration
Brandon Laczkowski, AAMS Brandon Laczkowski, AAMS's Raymond James Experience October 2011 - August 2013
Job Internal Wholesaler at Incapital
Industry Financial Services
Experience
Incapital August 2014 - Present
Quicken Loans August 2013 - July 2014
Raymond James October 2011 - August 2013
RJFS May 2011 - October 2011
Hantz Group October 2010 - April 2011
Skills
series 7, series 66, life and health..., Variable Annuities, Investments, Securities, Strategic Financial..., Retirement Planning, Accredited Asset..., Wealth Management, Uniform Combined State..., Investment Advisory, Portfolio Management, Series 7
Education
Michigan State University
BA, Economics w/ Business Cognate
Incapital August 2014 - Present
Quicken Loans August 2013 - July 2014
Raymond James October 2011 - August 2013
RJFS May 2011 - October 2011
Hantz Group October 2010 - April 2011
Skills
series 7, series 66, life and health..., Variable Annuities, Investments, Securities, Strategic Financial..., Retirement Planning, Accredited Asset..., Wealth Management, Uniform Combined State..., Investment Advisory, Portfolio Management, Series 7
Education
Michigan State University
BA, Economics w/ Business Cognate
Andy Forrest's Raymond James Experience April 2009 - Present
Job Vice President, Investments at Forrest Thompson Wealth Management of Raymond James.
Industry Financial Services
Experience
Raymond James April 2009 - Present
Merrill Lynch February 1992 - April 2009
Skills
Finance, Mutual Funds, Asset Allocation, 401k, Uniform Combined State..., Investment Strategies, Series 65, IRAs, Fixed Annuities, Separately Managed..., ETFs, Estate Planning, Equities, Investment Management, Strategic Planning, Risk Management, Long-term Care, Variable Annuities, Banking, Credit, Relationship Management, Credit Analysis, Loans, Series 24, Public Speaking, Business Development, Wealth Management, FINRA, Bonds, Wealth, Fixed Income, Qualified Retirement...
Education
Presbyterian College 1977 — 1981
BS, Business - Economics
Mauldin High 1973 — 1977
Raymond James April 2009 - Present
Merrill Lynch February 1992 - April 2009
Skills
Finance, Mutual Funds, Asset Allocation, 401k, Uniform Combined State..., Investment Strategies, Series 65, IRAs, Fixed Annuities, Separately Managed..., ETFs, Estate Planning, Equities, Investment Management, Strategic Planning, Risk Management, Long-term Care, Variable Annuities, Banking, Credit, Relationship Management, Credit Analysis, Loans, Series 24, Public Speaking, Business Development, Wealth Management, FINRA, Bonds, Wealth, Fixed Income, Qualified Retirement...
Education
Presbyterian College 1977 — 1981
BS, Business - Economics
Mauldin High 1973 — 1977
Don Radke Don Radke's Raymond James Experience November 2004 - November 2005
Job Senior Finance and Operations Manager
Industry Financial Services
Experience
D Radke March 2009 - Present
NBO Medical 2012 - 2013
State of Michigan June 2009 - June 2012
IDV Solutions May 2006 - February 2009
Raymond James November 2004 - November 2005
Universal Map 1986 - 2004
Skills
Budgeting, Accounting, Start-ups, Strategic Planning, Non-profits, Excel, Team Building, Microsoft Excel, Budgets, Auditing, Analysis, CRM, Management, Strategy, Financial Reporting, Financial Analysis, Cash Flow Forecasting, Logistics Management, Accounts Payable, Accounts Receivable, Inventory Management, Corporate Finance, Corporate Law, Finance, Fundraising, Sales, Leadership, Business Planning, Nonprofits
Education
Michigan State University 1977 — 1983
Bachelor of Arts, Financial Administration
D Radke March 2009 - Present
NBO Medical 2012 - 2013
State of Michigan June 2009 - June 2012
IDV Solutions May 2006 - February 2009
Raymond James November 2004 - November 2005
Universal Map 1986 - 2004
Skills
Budgeting, Accounting, Start-ups, Strategic Planning, Non-profits, Excel, Team Building, Microsoft Excel, Budgets, Auditing, Analysis, CRM, Management, Strategy, Financial Reporting, Financial Analysis, Cash Flow Forecasting, Logistics Management, Accounts Payable, Accounts Receivable, Inventory Management, Corporate Finance, Corporate Law, Finance, Fundraising, Sales, Leadership, Business Planning, Nonprofits
Education
Michigan State University 1977 — 1983
Bachelor of Arts, Financial Administration
Ken Schiele Ken Schiele's Raymond James Experience Financial AdvisorSmith BarneyJanuary 1990 - December 2007
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial AdvisorSmith BarneyJanuary 1990 - December 2007
Skills
Retirement Planning, Investments, Series 7, Asset Allocation, Mutual Funds, Wealth Management, Investment Strategies, Retirement, Finance, Alternative Investments, Public Speaking, Strategic Planning, Securities, Financial Planning, Series 63
Education
North Dakota State University 1972 — 1977
BS, Economics
Raymond James Financial AdvisorSmith BarneyJanuary 1990 - December 2007
Skills
Retirement Planning, Investments, Series 7, Asset Allocation, Mutual Funds, Wealth Management, Investment Strategies, Retirement, Finance, Alternative Investments, Public Speaking, Strategic Planning, Securities, Financial Planning, Series 63
Education
North Dakota State University 1972 — 1977
BS, Economics
Marie Komar's Raymond James Experience May 2006 - Present
Job Supervision Specialist Correspondence at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. December 2012 - Present
Raymond James May 2006 - Present
Raymond James September 2002 - May 2006
Skills
Series 24, Series 66, Series 7, Securities, Investments, Finance, Mutual Funds, FINRA, Uniform Combined State..., Retirement Planning, Financial Advisory, Asset Allocation, Retirement, Risk Management, Financial Services, Wealth Management, Series 63, 401k, Investment Advisory
Education
Polk State College 1997 — 1999
no degree, accounting
Raymond James Financial Inc. December 2012 - Present
Raymond James May 2006 - Present
Raymond James September 2002 - May 2006
Skills
Series 24, Series 66, Series 7, Securities, Investments, Finance, Mutual Funds, FINRA, Uniform Combined State..., Retirement Planning, Financial Advisory, Asset Allocation, Retirement, Risk Management, Financial Services, Wealth Management, Series 63, 401k, Investment Advisory
Education
Polk State College 1997 — 1999
no degree, accounting
Andrew Templeton Murdoch's Raymond James Experience June 2004 - October 2012
Job President at Somerset Wealth Stratgies
Industry Financial Services
Experience
Multistream Capital July 2015 - Present
Somerset Securities June 2014 - Present
Somerset Wealth Strategies June 2004 - Present
Raymond James June 2004 - October 2012
Jackson National Life June 2002 - July 2004
Morgan Stanley December 2000 - June 2002
Skills
Finance, Securities, Financial Advisory, Business Analysis, Investments, Mergers & Acquisitions, FINRA, Series 7, Portfolio Management
Education
Ohio University 1995 — 2000
Bachelor of Science, Industrial Technology
Multistream Capital July 2015 - Present
Somerset Securities June 2014 - Present
Somerset Wealth Strategies June 2004 - Present
Raymond James June 2004 - October 2012
Jackson National Life June 2002 - July 2004
Morgan Stanley December 2000 - June 2002
Skills
Finance, Securities, Financial Advisory, Business Analysis, Investments, Mergers & Acquisitions, FINRA, Series 7, Portfolio Management
Education
Ohio University 1995 — 2000
Bachelor of Science, Industrial Technology
Dominick Paonessa, CFP®'s Raymond James Experience December 2001 - Present
Job Managing Director, Investments
Industry Financial Services
Experience
Raymond James December 2001 - Present
Raymond James 2000 - 2001
Education
Morehead State University 1996 — 2000
BBA, Finance, Marketing
Raymond James December 2001 - Present
Raymond James 2000 - 2001
Education
Morehead State University 1996 — 2000
BBA, Finance, Marketing
D. Michael Sullivan D. Michael Sullivan's Raymond James Experience February 2013 - Present
Job Financial Advisor, First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan April 2006 - February 2013
Legg Mason July 1999 - April 2006
Chicago Board of Trade April 1979 - April 1999
Nuveen Investments April 1974 - April 1979
Skills
Strategic Financial..., Retirement Planning, Retirement Savings, 401k, Traditional IRA, Roth IRA, IRAs, Financial Services, Stocks
Education
Northern Illinois University 1969 — 1971
Master of Business Administration (M.B.A.)
Northern Illinois University 1966 — 1969
Bachelor's Degree, Marketing
Raymond James February 2013 - Present
Morgan Keegan April 2006 - February 2013
Legg Mason July 1999 - April 2006
Chicago Board of Trade April 1979 - April 1999
Nuveen Investments April 1974 - April 1979
Skills
Strategic Financial..., Retirement Planning, Retirement Savings, 401k, Traditional IRA, Roth IRA, IRAs, Financial Services, Stocks
Education
Northern Illinois University 1969 — 1971
Master of Business Administration (M.B.A.)
Northern Illinois University 1966 — 1969
Bachelor's Degree, Marketing
Karen Nadeau Karen Nadeau's Raymond James Experience September 2001 - August 2002
Job Executive Staff Assistant at St. Petersburg College
Industry Higher Education
Experience
St. Petersburg College August 2002 - Present
Raymond James September 2001 - August 2002
St. Petersburg College 2000 - 2001
St. Petersburg College November 1993 - September 2000
St. Petersburg College September 1991 - November 1993
St. Petersburg College August 1989 - September 1991
A G Edwards & Sons June 1986 - August 1989
Cleveland Browns June 1979 - May 1980
University of Notre Dame July 1976 - June 1979
Nassau Community College September 1974 - May 1976
Skills
PowerPoint, PeopleSoft, Student Affairs, Higher Education, Community Outreach, Event Planning, Administrative..., Policy, Administration, Data Entry, Access, Supervisory Skills, Office Management, Outlook, Customer Service, Academic Administration, Nonprofits, Communication Skills, Student Development, Research, Public Speaking, Administrative..., Microsoft Office
Education
Nassau Community College 1974 — 1976
AAS, Legal Secretarial Sciences
Uniondale High School 1970 — 1974
Diploma, Business
St. Petersburg College August 2002 - Present
Raymond James September 2001 - August 2002
St. Petersburg College 2000 - 2001
St. Petersburg College November 1993 - September 2000
St. Petersburg College September 1991 - November 1993
St. Petersburg College August 1989 - September 1991
A G Edwards & Sons June 1986 - August 1989
Cleveland Browns June 1979 - May 1980
University of Notre Dame July 1976 - June 1979
Nassau Community College September 1974 - May 1976
Skills
PowerPoint, PeopleSoft, Student Affairs, Higher Education, Community Outreach, Event Planning, Administrative..., Policy, Administration, Data Entry, Access, Supervisory Skills, Office Management, Outlook, Customer Service, Academic Administration, Nonprofits, Communication Skills, Student Development, Research, Public Speaking, Administrative..., Microsoft Office
Education
Nassau Community College 1974 — 1976
AAS, Legal Secretarial Sciences
Uniondale High School 1970 — 1974
Diploma, Business
Phil Wilson Phil Wilson's Raymond James Experience August 2006 - November 2008
Job Principle Software Engineer at Software House (Tyco Security and Access)
Industry Computer Software
Experience
Software House (Tyco, Int) October 2009 - Present
MDIntellesys, Inc October 2008 - July 2009
Raymond James August 2006 - November 2008
Ensim, Inc September 2005 - June 2006
TeleGea, Inc August 2002 - September 2005
Infoteria, Inc January 2001 - January 2002
Nortel Networks September 2000 - July 2001
Epicon, Inc March 1998 - September 2000
Distributed Technologies, Inc September 1996 - March 1998
Hay Group / McBer October 1994 - September 1996
Skills
WCF, XML, ADO.NET, ASP.NET, Silverlight, C#, XSLT, XSD, SQL Server, SQL, T-SQL, LINQ, WinForms, Microsoft SQL Server, Visual Studio, Web Services, Software Development, Integration, SharePoint
Education
Rivier College 1992 — 1993
B.S, Pre-Veterinary
Middlesex Community College 1990 — 1992
AS, Business Administration
Software House (Tyco, Int) October 2009 - Present
MDIntellesys, Inc October 2008 - July 2009
Raymond James August 2006 - November 2008
Ensim, Inc September 2005 - June 2006
TeleGea, Inc August 2002 - September 2005
Infoteria, Inc January 2001 - January 2002
Nortel Networks September 2000 - July 2001
Epicon, Inc March 1998 - September 2000
Distributed Technologies, Inc September 1996 - March 1998
Hay Group / McBer October 1994 - September 1996
Skills
WCF, XML, ADO.NET, ASP.NET, Silverlight, C#, XSLT, XSD, SQL Server, SQL, T-SQL, LINQ, WinForms, Microsoft SQL Server, Visual Studio, Web Services, Software Development, Integration, SharePoint
Education
Rivier College 1992 — 1993
B.S, Pre-Veterinary
Middlesex Community College 1990 — 1992
AS, Business Administration
Josh Rajewski Josh Rajewski's Raymond James Experience April 2005 - Present
Job Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James April 2005 - Present
Wachovia Securities February 2003 - April 2005
Prudential Financial November 1992 - February 2003
Education
Michigan State University 1988 — 1992
Bachelors Degree Business Administration, Finance
Raymond James April 2005 - Present
Wachovia Securities February 2003 - April 2005
Prudential Financial November 1992 - February 2003
Education
Michigan State University 1988 — 1992
Bachelors Degree Business Administration, Finance
Jaime J. Hennessey Jaime J. Hennessey's Raymond James Experience May 2002 - December 2002
Job Builder of winwin partnerships
Industry Internet
Experience
Instacart August 2014 - Present
Glenbrook Consumer Partners (venture capital firm) June 2011 - June 2014
Facebook June 2010 - August 2010
Disney, ABC News March 2003 - August 2009
Raymond James May 2002 - December 2002
Skills
Business Development, Marketing Strategy, Strategy, Entrepreneurship, Tenacity, Curiosity, Trendspotting, Win-Win Relationships, E-commerce, Private Equity, Management, Sales, Business Strategy, Negotiation, Strategic Partnerships, Competitive Analysis, Leadership, Team Management, Start-ups, Product Management, Product Marketing, Analytics, Corporate Finance, Financial Modeling, Market Research, Strategic Planning, Business Model..., Relationship Building, Problem Solving, Connecting People, Public Speaking, New Business Development, Marketing, Product Development, Management Consulting, Venture Capital, Investment Banking, Investments, Mergers & Acquisitions, Brand Development, Business Planning, Consumer Products, Strategic Consulting, Due Diligence, International Business, Go-to-market Strategy, Cross-functional Team...
Education
Princeton University 1998 — 2002
AB
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
University of New South Wales 2001 — 2001
Study abroad
Instacart August 2014 - Present
Glenbrook Consumer Partners (venture capital firm) June 2011 - June 2014
Facebook June 2010 - August 2010
Disney, ABC News March 2003 - August 2009
Raymond James May 2002 - December 2002
Skills
Business Development, Marketing Strategy, Strategy, Entrepreneurship, Tenacity, Curiosity, Trendspotting, Win-Win Relationships, E-commerce, Private Equity, Management, Sales, Business Strategy, Negotiation, Strategic Partnerships, Competitive Analysis, Leadership, Team Management, Start-ups, Product Management, Product Marketing, Analytics, Corporate Finance, Financial Modeling, Market Research, Strategic Planning, Business Model..., Relationship Building, Problem Solving, Connecting People, Public Speaking, New Business Development, Marketing, Product Development, Management Consulting, Venture Capital, Investment Banking, Investments, Mergers & Acquisitions, Brand Development, Business Planning, Consumer Products, Strategic Consulting, Due Diligence, International Business, Go-to-market Strategy, Cross-functional Team...
Education
Princeton University 1998 — 2002
AB
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
University of New South Wales 2001 — 2001
Study abroad
Pamela Jean Tinnen's Raymond James Experience February 2007 - 2009
Job Curator at Kimmel Galleries of New York University
Industry Fine Art
Experience
Pahk Fine Art September 2012 - Present
Kimmel Galleries of New York University August 2011 - Present
Sigmund R. Balka Art Collection December 2010 - November 2011
New York Foundation for the Arts May 2010 - September 2010
New York University, Department of Fine Arts September 2009 - May 2010
Youth Arts Corps and Salvador Dali Museum November 2008 - 2009
Raymond James February 2007 - 2009
Paul Scherer, Esquire June 2002 - January 2007
Skills
Art Handling, Curating, Creative Writing, Museums, Art History, Arts Administration, Museum Collections, Art, Non-profits, Museum Education, Research, Contemporary Art, Grant Writing, Event Planning, Editing, History, Fundraising, Adobe Creative Suite
Education
New York University 2009 — 2011
Museum Studies, Art History
University of South Florida 2004 — 2006
BFA, English and American Literature, Humanities, Art History
Pahk Fine Art September 2012 - Present
Kimmel Galleries of New York University August 2011 - Present
Sigmund R. Balka Art Collection December 2010 - November 2011
New York Foundation for the Arts May 2010 - September 2010
New York University, Department of Fine Arts September 2009 - May 2010
Youth Arts Corps and Salvador Dali Museum November 2008 - 2009
Raymond James February 2007 - 2009
Paul Scherer, Esquire June 2002 - January 2007
Skills
Art Handling, Curating, Creative Writing, Museums, Art History, Arts Administration, Museum Collections, Art, Non-profits, Museum Education, Research, Contemporary Art, Grant Writing, Event Planning, Editing, History, Fundraising, Adobe Creative Suite
Education
New York University 2009 — 2011
Museum Studies, Art History
University of South Florida 2004 — 2006
BFA, English and American Literature, Humanities, Art History
Bogie Korszen Bogie Korszen's Raymond James Experience September 2007 - Present
Job Senior Vice President, Financial Planning at Raymond James.
Industry Financial Services
Experience
Raymond James September 2007 - Present
AG Edwards & Sons, Inc. 2000 - 2007
Education
Stevens Institute of Technology 1975 — 1979
B.E., Electrical Engineering
Nova Southeastern University 1980 — 1983
MBA, Finance
Raymond James September 2007 - Present
AG Edwards & Sons, Inc. 2000 - 2007
Education
Stevens Institute of Technology 1975 — 1979
B.E., Electrical Engineering
Nova Southeastern University 1980 — 1983
MBA, Finance
Nancy Wehrman Nancy Wehrman's Raymond James Experience 1994 - 2007
Job Owner, Tranquility Wellness Spa
Industry Health, Wellness and Fitness
Experience
Tranquility Wellness Spa 2007 - Present
Raymond James 1994 - 2007
The SSI Group, Inc. 1992 - 1994
Ferranti Healthcare 1984 - 1992
Skills
Spa, Skin Care, Therapeutic Massage, Cosmetics, Wellness
Education
Old Dominion University 1980 — 1984
Bachelors, Computer Science
Tranquility Wellness Spa 2007 - Present
Raymond James 1994 - 2007
The SSI Group, Inc. 1992 - 1994
Ferranti Healthcare 1984 - 1992
Skills
Spa, Skin Care, Therapeutic Massage, Cosmetics, Wellness
Education
Old Dominion University 1980 — 1984
Bachelors, Computer Science
John R. Adams John R. Adams's Raymond James Experience November 2010 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James November 2010 - Present
Southwest Securities November 1996 - November 2010
Nobel/Sysco June 1987 - November 1996
State of New Mexico September 1973 - December 1986
Skills
Risk Management, Budgets, Retirement Planning, Investments, Series 7, Wealth Management, Strategic Planning, Strategic Financial..., Portfolio Management, Team Leadership, Mutual Funds, Securities, Investment Advisory, Estate Planning, Asset Managment, Market Research, Tourism
Education
Michigan State University 1969 — 1973
BA, James Madison College
Raymond James November 2010 - Present
Southwest Securities November 1996 - November 2010
Nobel/Sysco June 1987 - November 1996
State of New Mexico September 1973 - December 1986
Skills
Risk Management, Budgets, Retirement Planning, Investments, Series 7, Wealth Management, Strategic Planning, Strategic Financial..., Portfolio Management, Team Leadership, Mutual Funds, Securities, Investment Advisory, Estate Planning, Asset Managment, Market Research, Tourism
Education
Michigan State University 1969 — 1973
BA, James Madison College
Luke Barlow Luke Barlow's Raymond James Experience May 2009 - August 2009
Job Senior Investment Operations Associate, Quantitative Management Associates / Law Student at Rutgers University Newark
Industry Financial Services
Experience
QMA LLC September 2013 - Present
Bank of New York Mellon September 2010 - September 2013
Raymond James May 2009 - August 2009
Skills
Hedge Funds, Financial Analysis, Analysis, Mutual Funds, Portfolio Management, Securities, Investments, Equities, Asset Allocation, Asset Management
Education
Penn State University 2006 — 2010
B.S., Finance, Law, History
Rutgers University School of Law - Newark
J.D. Candidate
QMA LLC September 2013 - Present
Bank of New York Mellon September 2010 - September 2013
Raymond James May 2009 - August 2009
Skills
Hedge Funds, Financial Analysis, Analysis, Mutual Funds, Portfolio Management, Securities, Investments, Equities, Asset Allocation, Asset Management
Education
Penn State University 2006 — 2010
B.S., Finance, Law, History
Rutgers University School of Law - Newark
J.D. Candidate
Joe Grippi's Raymond James Experience June 2006 - Present
Job Branch Manager at Raymond James
Industry Investment Management
Experience
Raymond James June 2006 - Present
Skills
Finance, Securities, Financial Advisory, Portfolio Management, Mutual Funds, Investments, Wealth Management, Series 7, Strategic Financial..., Banking, Retirement Planning, Asset Management
Education
New York Institute of Technology 1966 — 1970
Bachelor of Science (B.S.), Business Administration and Management, General
Raymond James June 2006 - Present
Skills
Finance, Securities, Financial Advisory, Portfolio Management, Mutual Funds, Investments, Wealth Management, Series 7, Strategic Financial..., Banking, Retirement Planning, Asset Management
Education
New York Institute of Technology 1966 — 1970
Bachelor of Science (B.S.), Business Administration and Management, General
Nancy Weingard Nancy Weingard's Raymond James Experience Vice President, Investments and Certified Financial PlannerRaymond James1996 - Present
Job Vice President, Investments CERTIFIED FINANCIAL PLANNER™ at Weingard Wealth Management of Raymond James
Industry Financial Services
Experience
Raymond James Vice President, Investments and Certified Financial PlannerRaymond James1996 - Present
Skills
Certified Financial..., Wealth Management, Retirement Planning, Asset Management, College Education..., Estate Planning, Certified In Long Term..., Life Insurance, Disability Insurance, Women and Money, Widows
Education
Syracuse University 1969 — 1973
Bachelor's degree
Michigan State University 1973 — 1975
Master of Science (MS)
East Meadow High School 1966 — 1969
Raymond James Vice President, Investments and Certified Financial PlannerRaymond James1996 - Present
Skills
Certified Financial..., Wealth Management, Retirement Planning, Asset Management, College Education..., Estate Planning, Certified In Long Term..., Life Insurance, Disability Insurance, Women and Money, Widows
Education
Syracuse University 1969 — 1973
Bachelor's degree
Michigan State University 1973 — 1975
Master of Science (MS)
East Meadow High School 1966 — 1969
Kate Womack Kate Womack's Raymond James Experience June 2006 - Present
Job Branch Operations Manager at Raymond James and Associates, Inc.
Industry Investment Management
Experience
Raymond James June 2006 - Present
NatCity Investments June 2003 - June 2006
Skills
Series 7, Series 63, Series 9, Series 10
Education
Murray State University 1997 — 2001
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Universität Regensburg 1999 — 1999
Raymond James June 2006 - Present
NatCity Investments June 2003 - June 2006
Skills
Series 7, Series 63, Series 9, Series 10
Education
Murray State University 1997 — 2001
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Universität Regensburg 1999 — 1999
Jesse Rittenhouse's Raymond James Experience February 2006 - June 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2010 - Present
Raymond James February 2006 - June 2010
Skills
Strategic Planning, Retirement Planning, Investments, Account Management, Marketing, Portfolio Management, Mutual Funds, Customer Service, Valuation, Management, Insurance, Series 7, Wealth Management, Finance
Education
Mount Mercy University 1999 — 2004
BBA, Marketing, Finance
Wells Fargo Advisors, LLC June 2010 - Present
Raymond James February 2006 - June 2010
Skills
Strategic Planning, Retirement Planning, Investments, Account Management, Marketing, Portfolio Management, Mutual Funds, Customer Service, Valuation, Management, Insurance, Series 7, Wealth Management, Finance
Education
Mount Mercy University 1999 — 2004
BBA, Marketing, Finance
Clay Hickman Clay Hickman's Raymond James Experience August 2004 - Present
Job Managing Director at Raymond James
Industry Financial Services
Experience
Raymond James August 2004 - Present
Skills
Banking, Credit Unions, Credit Analysis, Whole Loan Transactions, Loan Participations, Mortgage Lending, Auto Loans, Home Equity Lines of..., Consumer Loans, Investments, Credit, Risk Management, Portfolio Management, Financial Analysis, Financial Services, Finance, Commercial Banking, Loan Origination, Retail Banking, Mortgage Banking, Underwriting, Credit Risk, Small Business Lending, Strategic Planning, Financial Modeling, Asset Management
Education
Mississippi State University 2003 — 2004
MSBA, Finance and Economics
Mississippi State University 2002 — 2003
MBA, Business Administration
Mississippi State University 1999 — 2002
BBA, Management Information Systems
Raymond James August 2004 - Present
Skills
Banking, Credit Unions, Credit Analysis, Whole Loan Transactions, Loan Participations, Mortgage Lending, Auto Loans, Home Equity Lines of..., Consumer Loans, Investments, Credit, Risk Management, Portfolio Management, Financial Analysis, Financial Services, Finance, Commercial Banking, Loan Origination, Retail Banking, Mortgage Banking, Underwriting, Credit Risk, Small Business Lending, Strategic Planning, Financial Modeling, Asset Management
Education
Mississippi State University 2003 — 2004
MSBA, Finance and Economics
Mississippi State University 2002 — 2003
MBA, Business Administration
Mississippi State University 1999 — 2002
BBA, Management Information Systems
Charlie Lindholm's Raymond James Experience July 2008 - August 2012
Job Financial Advisor at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial August 2012 - Present
Raymond James July 2008 - August 2012
prudential securities 1995 - 1997
Skills
Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Investment Advisory, Financial Advisory
Education
Michigan State University 1990 — 1994
Ameriprise Financial August 2012 - Present
Raymond James July 2008 - August 2012
prudential securities 1995 - 1997
Skills
Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Investment Advisory, Financial Advisory
Education
Michigan State University 1990 — 1994
Brian Pennell Brian Pennell's Raymond James Experience October 2011 - Present
Job Blue Ocean Wealth Advisors of Raymond James
Industry Financial Services
Experience
Raymond James October 2011 - Present
Merrill Lynch January 1991 - October 2011
Skills
Investments, Securities, Retirement Planning, Finance, Strategic Financial...
Education
Old Dominion University
University of Pennsylvania - The Wharton School
University of Virginia - Darden Graduate School of Business Administration
Raymond James October 2011 - Present
Merrill Lynch January 1991 - October 2011
Skills
Investments, Securities, Retirement Planning, Finance, Strategic Financial...
Education
Old Dominion University
University of Pennsylvania - The Wharton School
University of Virginia - Darden Graduate School of Business Administration
Sarah Wheeler Sarah Wheeler's Raymond James Experience November 2011 - May 2012
Job Associate Attorney at Charles H. McClenaghan, LLC
Industry Legal Services
Experience
Charles H. McClenaghan, LLC June 2015 - Present
Oliver Law Offices May 2015 - Present
Disparti Fowkes & Hasanbasic, PLLC February 2013 - November 2013
Raymond James November 2011 - May 2012
Raymond James & Associates, Inc September 2011 - May 2012
Freelance / Graphic Design Services June 2006 - September 2011
WBNS-TV June 2009 - September 2009
Ohio House of Representatives June 2009 - September 2009
Skills
Social Media, Editing, Microsoft Office, Social Networking, Copy Editing, Public Relations, Photoshop, Social Media Marketing, Journalism, Online Advertising, Photography, HTML, Press Releases, Marketing Communications, SEO
Education
Thomas M. Cooley Law School 2012 — 2014
Juris Doctor (J.D.), Administrative Law
Ohio University 2006 — 2010
Visual Communications, Interactive Multimedia, Political Science
Charles H. McClenaghan, LLC June 2015 - Present
Oliver Law Offices May 2015 - Present
Disparti Fowkes & Hasanbasic, PLLC February 2013 - November 2013
Raymond James November 2011 - May 2012
Raymond James & Associates, Inc September 2011 - May 2012
Freelance / Graphic Design Services June 2006 - September 2011
WBNS-TV June 2009 - September 2009
Ohio House of Representatives June 2009 - September 2009
Skills
Social Media, Editing, Microsoft Office, Social Networking, Copy Editing, Public Relations, Photoshop, Social Media Marketing, Journalism, Online Advertising, Photography, HTML, Press Releases, Marketing Communications, SEO
Education
Thomas M. Cooley Law School 2012 — 2014
Juris Doctor (J.D.), Administrative Law
Ohio University 2006 — 2010
Visual Communications, Interactive Multimedia, Political Science
E. Robin Landry E. Robin Landry's Raymond James Experience June 1998 - Present
Job Financial Advisor at Raymond James Financial Services Inc.
Industry Investment Management
Experience
Landry Asset Management LLC. An Independent Firm June 1998 - Present
Raymond James June 1998 - Present
Capital West June 1994 - June 1998
Stifel Nicolaus February 1979 - June 1994
Merrill Lynch September 1975 - February 1979
Skills
Asset Management
Education
Oklahoma State University 1969 — 1974
BS, MBA, Broadcast Journalism, Marketing, Finance
Landry Asset Management LLC. An Independent Firm June 1998 - Present
Raymond James June 1998 - Present
Capital West June 1994 - June 1998
Stifel Nicolaus February 1979 - June 1994
Merrill Lynch September 1975 - February 1979
Skills
Asset Management
Education
Oklahoma State University 1969 — 1974
BS, MBA, Broadcast Journalism, Marketing, Finance
Sunny L'Heureux Sunny L'Heureux's Raymond James Experience June 1997 - May 2009
Job Sr. IT Compliance Auditor at XPO Logistics, Inc.
Industry Transportation/Trucking/Railroad
Experience
XPO Logistics, Inc. September 2015 - Present
Bank of America March 2015 - August 2015
VERISIGN November 2013 - March 2015
VERISIGN November 2011 - November 2013
Transaction Network Services August 2011 - November 2011
Freddie Mac August 2009 - June 2011
Raymond James June 1997 - May 2009
Skills
Information Security..., Risk Management, Data Security, Vulnerability Management, Vulnerability Assessment, Information Security..., CISSP, PCI DSS, Information Assurance, Computer Security, Incident Response, Security Policy, NIST, Security Audits, ISO 27001, IT Audit, Identity Management, OWASP, Security Awareness, Information Security, Security, Nessus, CISA, Encryption, DLP, PKI, Business Continuity, Network Security, Disaster Recovery, Common Sense
Education
Norwich University 2009 — 2011
Master's Degree, Information Assurance
University of Maine 1982 — 1986
Bachelor of Science, Education Mathematics
XPO Logistics, Inc. September 2015 - Present
Bank of America March 2015 - August 2015
VERISIGN November 2013 - March 2015
VERISIGN November 2011 - November 2013
Transaction Network Services August 2011 - November 2011
Freddie Mac August 2009 - June 2011
Raymond James June 1997 - May 2009
Skills
Information Security..., Risk Management, Data Security, Vulnerability Management, Vulnerability Assessment, Information Security..., CISSP, PCI DSS, Information Assurance, Computer Security, Incident Response, Security Policy, NIST, Security Audits, ISO 27001, IT Audit, Identity Management, OWASP, Security Awareness, Information Security, Security, Nessus, CISA, Encryption, DLP, PKI, Business Continuity, Network Security, Disaster Recovery, Common Sense
Education
Norwich University 2009 — 2011
Master's Degree, Information Assurance
University of Maine 1982 — 1986
Bachelor of Science, Education Mathematics
Dennis Wolfe Dennis Wolfe's Raymond James Experience May 2000 - Present
Job Senior Vice President of Investments, Raymond James & Associates, Inc., CFP®, CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Raymond James May 2000 - Present
Medical Management Professionals, Inc. February 1993 - April 2000
Compmed, Inc. August 1988 - February 1993
Arthur Andersen & Co. June 1986 - August 1988
Japan Center of Tennessee January 1983 - May 1986
Japan Tokyo North Mission July 1980 - June 1982
Education
Middle Tennessee State University 1983 — 1986
Accounting
The University of Tennessee at Chattanooga 1982 — 1983
Economics
Hixson High School
Raymond James May 2000 - Present
Medical Management Professionals, Inc. February 1993 - April 2000
Compmed, Inc. August 1988 - February 1993
Arthur Andersen & Co. June 1986 - August 1988
Japan Center of Tennessee January 1983 - May 1986
Japan Tokyo North Mission July 1980 - June 1982
Education
Middle Tennessee State University 1983 — 1986
Accounting
The University of Tennessee at Chattanooga 1982 — 1983
Economics
Hixson High School
Robert Mills, CAIA's Raymond James Experience 2001 - 2002
Job Research Analyst at The Bogdahn Group
Industry Investment Management
Experience
The Bogdahn Group September 2015 - Present
Advance Capital Management, Inc. March 2015 - September 2015
Asset Strategies Portfolio Services, Inc.U March 2010 - March 2015
Comerica Bank June 2003 - February 2008
Raymond James 2001 - 2002
Skills
Alternative Investments, Asset Allocation, Due Diligence, Capital Markets, Fund Of Funds, Real Estate, Private Equity, Hedge Funds, Investment Management, Investments, Portfolio Management, Investment Strategies
Education
Oakland University 1996 — 1998
Bachelor of Science, Finance
The Bogdahn Group September 2015 - Present
Advance Capital Management, Inc. March 2015 - September 2015
Asset Strategies Portfolio Services, Inc.U March 2010 - March 2015
Comerica Bank June 2003 - February 2008
Raymond James 2001 - 2002
Skills
Alternative Investments, Asset Allocation, Due Diligence, Capital Markets, Fund Of Funds, Real Estate, Private Equity, Hedge Funds, Investment Management, Investments, Portfolio Management, Investment Strategies
Education
Oakland University 1996 — 1998
Bachelor of Science, Finance
Barbara Fischer Barbara Fischer's Raymond James Experience December 2000 - April 2005
Job Manager, Talent Consulting at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James Financial January 2011 - Present
Raymond James Financial April 2005 - December 2010
Raymond James December 2000 - April 2005
Raymond James November 1995 - December 2000
Skills
Talent Management
Education
Penn State University 2002 — 2004
Master of Education, Adult Education
Raymond James Financial January 2011 - Present
Raymond James Financial April 2005 - December 2010
Raymond James December 2000 - April 2005
Raymond James November 1995 - December 2000
Skills
Talent Management
Education
Penn State University 2002 — 2004
Master of Education, Adult Education
Phil Borycens's Raymond James Experience January 2003 - July 2005
Job Technical Support Professional
Industry Computer Software
Experience
Autodesk September 2011 - November 2014
Stream March 2011 - September 2011
TCB Industrial September 2009 - March 2011
TriMet March 2009 - August 2009
Clean Water Services June 2008 - December 2008
VersaLogic Corporation January 2006 - December 2006
Raymond James January 2003 - July 2005
Skills
Customer Satisfaction, AutoCAD, GIS, Water Resources, Water Quality, Process Improvement, Environmental Awareness, Hydrology, Civil Engineering, GPS, Drainage, Submittals, Stormwater Management, Construction, Construction Management, Topographic Surveys, Training, Technical Support, Geomatics, Map 3D, Microsoft Office, CAD, Management, Microsoft Excel, Project Management, Customer Service, Leadership, Technical Writing
Education
Portland State University 2010 — 2010
Oregon Institute of Technology 2008 — 2009
Portland Community College 2007 — 2009
AAS
Autodesk September 2011 - November 2014
Stream March 2011 - September 2011
TCB Industrial September 2009 - March 2011
TriMet March 2009 - August 2009
Clean Water Services June 2008 - December 2008
VersaLogic Corporation January 2006 - December 2006
Raymond James January 2003 - July 2005
Skills
Customer Satisfaction, AutoCAD, GIS, Water Resources, Water Quality, Process Improvement, Environmental Awareness, Hydrology, Civil Engineering, GPS, Drainage, Submittals, Stormwater Management, Construction, Construction Management, Topographic Surveys, Training, Technical Support, Geomatics, Map 3D, Microsoft Office, CAD, Management, Microsoft Excel, Project Management, Customer Service, Leadership, Technical Writing
Education
Portland State University 2010 — 2010
Oregon Institute of Technology 2008 — 2009
Portland Community College 2007 — 2009
AAS
Randy Carver Randy Carver's Raymond James Experience December 1990 - Present
Job Registered Principal at Raymond James
Industry Financial Services
Experience
Raymond James December 1990 - Present
Carver Financial Services Inc November 1990 - Present
Edward D. Jones 1987 - 1990
Skills
Portfolio Management, Financial Services, Retirement Planning, Financial Advisory, Investments, Mutual Funds, Investment Advisory, Wealth, Wealth Management, Strategic Financial..., Securities, Series 7, Retirement, Asset Management, Series 24, 401k, Estate Planning, Asset Allocation
Education
Oberlin College 1982 — 1986
Bachelors, Economics & Communications
Upper Canada College 1978 — 1982
Raymond James December 1990 - Present
Carver Financial Services Inc November 1990 - Present
Edward D. Jones 1987 - 1990
Skills
Portfolio Management, Financial Services, Retirement Planning, Financial Advisory, Investments, Mutual Funds, Investment Advisory, Wealth, Wealth Management, Strategic Financial..., Securities, Series 7, Retirement, Asset Management, Series 24, 401k, Estate Planning, Asset Allocation
Education
Oberlin College 1982 — 1986
Bachelors, Economics & Communications
Upper Canada College 1978 — 1982
Susan Futterman Susan Futterman's Raymond James Experience 2007 - 2008
Job Marriage & Family Therapist Trainee at Pacific Center for Human Growth
Industry Financial Services
Experience
Strategic Marketing & Communications for the Nonprofit Sector March 2014 - Present
Therapeutic Behavior Services, La Cheim February 2014 - Present
American Foundation for Suicide Prevention January 2014 - Present
Pacific Center for Human Growth June 2013 - Present
Contango Capital Advisors October 2010 - Present
Raymond James Financial 2008 - September 2010
Raymond James 2007 - 2008
Contango Capital Advisors 2004 - 2007
Silicon Valley Business Journal 2004 - 2005
Netcentives 2000 - 2003
Skills
Marketing Communications, Public Speaking, Corporate Communications, Newsletters, Editing, Strategic Communications, Internal Communications, Marketing, Copy Editing, Event Planning, Press Releases, Publishing, Publications, Management, Editorial, Nonprofits, Leadership, Copywriting, Media Relations, Project Management, Crisis Communications, Public Relations, Blogging, Speech Writing, Content Development, Content Strategy, Social Networking, Web Content, Social Media Marketing, Content Management, Community Development, Email Marketing, Strategic Partnerships, Publicity
Education
Northwestern University 1984 — 1985
MSJ, Journalism
Stanford University 1971 — 1975
BA
El Camino Real 1968 — 1971
Strategic Marketing & Communications for the Nonprofit Sector March 2014 - Present
Therapeutic Behavior Services, La Cheim February 2014 - Present
American Foundation for Suicide Prevention January 2014 - Present
Pacific Center for Human Growth June 2013 - Present
Contango Capital Advisors October 2010 - Present
Raymond James Financial 2008 - September 2010
Raymond James 2007 - 2008
Contango Capital Advisors 2004 - 2007
Silicon Valley Business Journal 2004 - 2005
Netcentives 2000 - 2003
Skills
Marketing Communications, Public Speaking, Corporate Communications, Newsletters, Editing, Strategic Communications, Internal Communications, Marketing, Copy Editing, Event Planning, Press Releases, Publishing, Publications, Management, Editorial, Nonprofits, Leadership, Copywriting, Media Relations, Project Management, Crisis Communications, Public Relations, Blogging, Speech Writing, Content Development, Content Strategy, Social Networking, Web Content, Social Media Marketing, Content Management, Community Development, Email Marketing, Strategic Partnerships, Publicity
Education
Northwestern University 1984 — 1985
MSJ, Journalism
Stanford University 1971 — 1975
BA
El Camino Real 1968 — 1971
Jeremy Niederstadt's Raymond James Experience November 1997 - April 2000
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Saint Mary's College of California August 2005 - Present
Merrill Lynch April 2000 - Present
Raymond James November 1997 - April 2000
Education
Oakland University 1992 — 1997
Bachelor of Science, Finance
Saint Mary's College of California August 2005 - Present
Merrill Lynch April 2000 - Present
Raymond James November 1997 - April 2000
Education
Oakland University 1992 — 1997
Bachelor of Science, Finance
Joseph Raissi Joseph Raissi's Raymond James Experience 2008 - Present
Job Financial Advisor at Raissi & Co., Inc
Industry Financial Services
Experience
Raymond James 2008 - Present
Raissi & Co., Inc. March 1994 - Present
FFP Securities,Inc December 1993 - March 2008
Skills
Retirement Planning, Financial Planning, Estate Planning, Insurance, Investment Advisory, Strategic Financial..., Financial Advisory, Series 7, Investments
Education
Oakland University 2003 — 2005
Master of Business Administration (MBA), Finance and Financial Management Services
University of South Florida
BS, Finance
Raymond James 2008 - Present
Raissi & Co., Inc. March 1994 - Present
FFP Securities,Inc December 1993 - March 2008
Skills
Retirement Planning, Financial Planning, Estate Planning, Insurance, Investment Advisory, Strategic Financial..., Financial Advisory, Series 7, Investments
Education
Oakland University 2003 — 2005
Master of Business Administration (MBA), Finance and Financial Management Services
University of South Florida
BS, Finance
Aaron Sarle Aaron Sarle's Raymond James Experience March 2001 - April 2004
Job UW at Quicken Loans
Industry Financial Services
Experience
Quicken Loans April 2011 - Present
Quicken Loans April 2011 - Present
Boulder Credit Services April 2010 - January 2011
Asset Acceptance November 2004 - July 2009
Detroit Tigers April 2002 - June 2006
Raymond James March 2001 - April 2004
National City Bank April 1998 - March 2001
Skills
Business Development, Business Strategy, Financial Services, Management, New Business Development, Portfolio Management, Process Improvement
Education
Western Michigan University 1994 — 1998
Bachelors
Northern Michigan University
Quicken Loans April 2011 - Present
Quicken Loans April 2011 - Present
Boulder Credit Services April 2010 - January 2011
Asset Acceptance November 2004 - July 2009
Detroit Tigers April 2002 - June 2006
Raymond James March 2001 - April 2004
National City Bank April 1998 - March 2001
Skills
Business Development, Business Strategy, Financial Services, Management, New Business Development, Portfolio Management, Process Improvement
Education
Western Michigan University 1994 — 1998
Bachelors
Northern Michigan University
Andy Waldbaum, CFP®, CRPS® Andy Waldbaum, CFP®, CRPS®'s Raymond James Experience July 2014 - Present
Job Branch Manager at Raymond James in Beverly Hills
Industry Financial Services
Experience
Raymond James July 2014 - Present
Merrill Lynch Wealth Management May 2012 - June 2014
Morgan Stanley Smith Barney June 2011 - May 2012
Morgan Stanley Smith Barney November 2007 - June 2011
Smith Barney May 2006 - November 2007
Smith Barney Citigroup April 2003 - May 2006
Merrill Lynch May 1998 - April 2003
Salish Trust January 1996 - May 1998
Skills
Wealth Management, Series 7, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Investment Strategies, Relationship Management, Series 63, Retirement, Securities, Portfolio Management, Bonds, Retirement Planning, Strategic Financial..., Fixed Income, Financial Services, Alternative Investments, Financial Advisory, Financial Planners, Series 65, FINRA, IRAs, Options, Hedge Funds, Equities, Series 24, Strategic Communications, Wealth Management..., Banking, ETFs, Asset Management, Uniform Combined State..., Fixed Annuities, Separately Managed..., Wealth, Private Banking, Asset Managment, Estate Planning, 401k, Finance, Investment Management, High Net Worth..., Series 6, Capital Markets, Financial Markets
Education
Seattle University 1992 — 1995
MBA, Marketing and International Business
Oriel College, University of Oxford 1986 — 1988
MA, English Literature
Pomona College 1982 — 1986
BA, History and English Literature
Manual High School: Denver, Colorado 1978 — 1982
Raymond James July 2014 - Present
Merrill Lynch Wealth Management May 2012 - June 2014
Morgan Stanley Smith Barney June 2011 - May 2012
Morgan Stanley Smith Barney November 2007 - June 2011
Smith Barney May 2006 - November 2007
Smith Barney Citigroup April 2003 - May 2006
Merrill Lynch May 1998 - April 2003
Salish Trust January 1996 - May 1998
Skills
Wealth Management, Series 7, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Investment Strategies, Relationship Management, Series 63, Retirement, Securities, Portfolio Management, Bonds, Retirement Planning, Strategic Financial..., Fixed Income, Financial Services, Alternative Investments, Financial Advisory, Financial Planners, Series 65, FINRA, IRAs, Options, Hedge Funds, Equities, Series 24, Strategic Communications, Wealth Management..., Banking, ETFs, Asset Management, Uniform Combined State..., Fixed Annuities, Separately Managed..., Wealth, Private Banking, Asset Managment, Estate Planning, 401k, Finance, Investment Management, High Net Worth..., Series 6, Capital Markets, Financial Markets
Education
Seattle University 1992 — 1995
MBA, Marketing and International Business
Oriel College, University of Oxford 1986 — 1988
MA, English Literature
Pomona College 1982 — 1986
BA, History and English Literature
Manual High School: Denver, Colorado 1978 — 1982
Jenny Lincoln's Raymond James Experience April 2015 - Present
Job Practice Coordinator, Service & Marketing Coordinator, CPB Group of Raymond James
Industry Financial Services
Experience
Raymond James April 2015 - Present
e3 Partners ( I am Second) 2012 - April 2015
Plano ISD September 2005 - June 2012
2005-2012Plano Independent School District August 2005 - June 2012
e3 Partners ( I am Second) April 2012 - April 2012
Plano ISD 2005 - 2012
YMCA 2005 - 2006
Tulsa Public Schools 2004 - 2005
Skills
Volunteer Management, PowerPoint, Nonprofits, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Publisher, Leadership Development, Servant Leadership, Program Management, Curriculum Design, Event Planning, Fundraising, Time Management, Lesson Planning, Philanthropy, Public Speaking, Teaching, Strategic Planning, Community Outreach, Microsoft Office 2007, Curriculum Development, Tutoring, Management, Leadership, Apple, Organization, Follow-through Skills, Eye for Details, Adaptability, Connectivity, Includer, Positivity, Believer, Activator, High Achiever, Creativity, Goal-oriented..., High level of initiative, Proactive self-starter, Supportive, Relator, Hospitality, Servant heart, Anticipate needs, Technology, Microsoft PowerPoint, Social Media, Team Building, Marketing
Education
University of North Texas 2009 — 2011
Master of Education (M.Ed.), Educational Administration and Supervision
Oral Roberts University 2000 — 2004
Bachelor of Science (B.S.), Elementary Education and Teaching
Raymond James April 2015 - Present
e3 Partners ( I am Second) 2012 - April 2015
Plano ISD September 2005 - June 2012
2005-2012Plano Independent School District August 2005 - June 2012
e3 Partners ( I am Second) April 2012 - April 2012
Plano ISD 2005 - 2012
YMCA 2005 - 2006
Tulsa Public Schools 2004 - 2005
Skills
Volunteer Management, PowerPoint, Nonprofits, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Publisher, Leadership Development, Servant Leadership, Program Management, Curriculum Design, Event Planning, Fundraising, Time Management, Lesson Planning, Philanthropy, Public Speaking, Teaching, Strategic Planning, Community Outreach, Microsoft Office 2007, Curriculum Development, Tutoring, Management, Leadership, Apple, Organization, Follow-through Skills, Eye for Details, Adaptability, Connectivity, Includer, Positivity, Believer, Activator, High Achiever, Creativity, Goal-oriented..., High level of initiative, Proactive self-starter, Supportive, Relator, Hospitality, Servant heart, Anticipate needs, Technology, Microsoft PowerPoint, Social Media, Team Building, Marketing
Education
University of North Texas 2009 — 2011
Master of Education (M.Ed.), Educational Administration and Supervision
Oral Roberts University 2000 — 2004
Bachelor of Science (B.S.), Elementary Education and Teaching
Todd Simmons's Raymond James Experience January 2014 - July 2015
Job President of Simmons Wealth Management
Industry Financial Services
Experience
Simmons Wealth Management July 2015 - Present
Raymond James January 2014 - July 2015
Kiwanis Club of Mansfield 2001 - 2015
edward jones November 2000 - December 2013
City of Shreveport 1993 - 2000
KPMG 1991 - 1993
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Wealth, 401k, Strategic Financial..., Asset Allocation, Series 63, Investments, Financial Advisory, Fixed Annuities, Investment Strategies, Strategic Planning, Finance, Securities
Education
Centenary College of Louisiana 1995 — 1997
Master of Business Administration (MBA), MBA
Northwestern State University 1988 — 1990
Bachelor of Science (BSc), Accounting with a Minor in Computer Science
Louisiana Tech University 1984 — 1988
Bachelor of Arts (B.A.), Political Science
Many High School 1980 — 1984
Simmons Wealth Management July 2015 - Present
Raymond James January 2014 - July 2015
Kiwanis Club of Mansfield 2001 - 2015
edward jones November 2000 - December 2013
City of Shreveport 1993 - 2000
KPMG 1991 - 1993
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Wealth, 401k, Strategic Financial..., Asset Allocation, Series 63, Investments, Financial Advisory, Fixed Annuities, Investment Strategies, Strategic Planning, Finance, Securities
Education
Centenary College of Louisiana 1995 — 1997
Master of Business Administration (MBA), MBA
Northwestern State University 1988 — 1990
Bachelor of Science (BSc), Accounting with a Minor in Computer Science
Louisiana Tech University 1984 — 1988
Bachelor of Arts (B.A.), Political Science
Many High School 1980 — 1984
Andrea Floyd, PMP Andrea Floyd, PMP's Raymond James Experience March 2010 - October 2012
Job Senior Director Project Management at Syniverse Technologies
Industry Telecommunications
Experience
Syniverse Technologies October 2012 - Present
Raymond James March 2010 - October 2012
Jeppesen a Boeing Company 2002 - February 2010
Greenmere Consulting 1999 - 2002
GTE (Verizon) 1989 - 1999
Skills
Project Management, Process Improvement, Vendor Management, PMO, SDLC, Business Analysis, Risk Management, Program Management, Agile Methodologies, PMP, Cross-functional Team..., Strategy, Management, CRM, Integration, Leadership
Education
Nova Southeastern University
Masters
University of South Florida
Bachelors
Syniverse Technologies October 2012 - Present
Raymond James March 2010 - October 2012
Jeppesen a Boeing Company 2002 - February 2010
Greenmere Consulting 1999 - 2002
GTE (Verizon) 1989 - 1999
Skills
Project Management, Process Improvement, Vendor Management, PMO, SDLC, Business Analysis, Risk Management, Program Management, Agile Methodologies, PMP, Cross-functional Team..., Strategy, Management, CRM, Integration, Leadership
Education
Nova Southeastern University
Masters
University of South Florida
Bachelors
Drew Graeter's Raymond James Experience July 2006 - March 2014
Job Founder, Principal & CoCIO at Graeter Wealth Advisors LLC
Industry Financial Services
Experience
Graeter Wealth Advisors LLC April 2014 - Present
Raymond James July 2006 - March 2014
Central Bank & Trust Co. July 2006 - March 2014
J.J.B. Hilliard, W.L. Lyons January 2000 - July 2006
Education
Murray State University 1995 — 2000
Bachelor of Science, Economics
Ballard High School
Kentucky Country Day
Graeter Wealth Advisors LLC April 2014 - Present
Raymond James July 2006 - March 2014
Central Bank & Trust Co. July 2006 - March 2014
J.J.B. Hilliard, W.L. Lyons January 2000 - July 2006
Education
Murray State University 1995 — 2000
Bachelor of Science, Economics
Ballard High School
Kentucky Country Day
Jamie G. Losito, CFP® Jamie G. Losito, CFP®'s Raymond James Experience February 2014 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2014 - Present
Raymond James December 2011 - February 2014
Barbara & Valerie's Bookkeeping Inc. May 2007 - September 2011
Education
New York University 2011 — 2012
Certificate, Certified Financial Planner Program
University of Florida 2006 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Raymond James February 2014 - Present
Raymond James December 2011 - February 2014
Barbara & Valerie's Bookkeeping Inc. May 2007 - September 2011
Education
New York University 2011 — 2012
Certificate, Certified Financial Planner Program
University of Florida 2006 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Mark Mazman Mark Mazman's Raymond James Experience October 2013 - Present
Job Vice PresidentInvestments Raymond James
Industry Financial Services
Experience
Raymond James October 2013 - Present
Oppenheimer & Co. December 1992 - October 2013
Skills
Alternative Investments, Portfolio Management, Investment Advisory, Equities, Asset Management, Asset Allocation, Wealth Management, Mutual Funds, Series 7, Retirement Planning, Management, Capital Markets, Strategic Financial..., Fixed Income, Separately Managed..., Investment Management, Hedge Funds, 401k, Options, Equity Trading, Structured Products, General Securities..., Investment Banking, Series 63, FINRA
Education
North Central College 1989 — 1991
Bachelor of Liberal Arts, History
Raymond James October 2013 - Present
Oppenheimer & Co. December 1992 - October 2013
Skills
Alternative Investments, Portfolio Management, Investment Advisory, Equities, Asset Management, Asset Allocation, Wealth Management, Mutual Funds, Series 7, Retirement Planning, Management, Capital Markets, Strategic Financial..., Fixed Income, Separately Managed..., Investment Management, Hedge Funds, 401k, Options, Equity Trading, Structured Products, General Securities..., Investment Banking, Series 63, FINRA
Education
North Central College 1989 — 1991
Bachelor of Liberal Arts, History
Jennifer Pucci Jennifer Pucci's Raymond James Experience March 2014 - Present
Job Marketing Associate at Raymond James Financial Inc. 500 Canal Street, Goshen NY 10924
Industry Financial Services
Experience
Raymond James March 2014 - Present
Skills
Series 7, Series 63, Series 65, MBA
Education
Long Island University 1995 — 1998
MBA
Penn State University 1990 — 1993
Bachelor of Arts (B.A.), Political Science
Raymond James March 2014 - Present
Skills
Series 7, Series 63, Series 65, MBA
Education
Long Island University 1995 — 1998
MBA
Penn State University 1990 — 1993
Bachelor of Arts (B.A.), Political Science
Ernie Balcueva Ernie Balcueva's Raymond James Experience August 2006 - Present
Job Broker Application Support Analyst at Raymond James
Industry Information Technology and Services
Experience
Raymond James August 2006 - Present
EDS April 2001 - August 2004
EDS December 1996 - April 2001
EDS May 1994 - December 1996
Skills
SharePoint, Process Improvement, Program Management, Business Analysis, Software Documentation, Customer Service, Visio, Vendor Management, Troubleshooting, Training, CRM, Requirements Analysis
Education
Northwood University 1988 — 1992
BBA, Marketing and Management
Raymond James August 2006 - Present
EDS April 2001 - August 2004
EDS December 1996 - April 2001
EDS May 1994 - December 1996
Skills
SharePoint, Process Improvement, Program Management, Business Analysis, Software Documentation, Customer Service, Visio, Vendor Management, Troubleshooting, Training, CRM, Requirements Analysis
Education
Northwood University 1988 — 1992
BBA, Marketing and Management
Steve Machovina Steve Machovina's Raymond James Experience 2000 - Present
Job First Vice President, Investments Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James 2000 - Present
Education
Ohio University
Raymond James 2000 - Present
Education
Ohio University
Daniel Helmick's Raymond James Experience June 2015 - Present
Job Practice Coordinator at Raymond James
Industry Investment Management
Experience
Raymond James June 2015 - Present
The Bank of Kentucky February 2012 - June 2015
Fidelity Investments July 2007 - February 2012
Convergys May 2007 - August 2007
Convergys August 2006 - May 2007
Fidelity Investments July 2004 - August 2005
Skills
Financial Modeling, Mutual Funds, Risk Management, Derivatives, Corporate Finance, 401k, Equity Research, Financial Reporting, Mergers, Forecasting, Bloomberg, ETFs, Stocks, Auditing, Security Analysis, Market Research, Stock Research, Morningstar, Currency, Macroeconomics, Quantitative Research, Equity Valuation, Pension Administration, Deferred Compensation, Qualified Retirement..., Trading, Commodity Markets, Cost Benefit, Managerial Finance, Economic Research, Trend Analysis
Education
Northern Kentucky University 2007 — 2010
Master of Business Administration (M.B.A.), Finance Specialization, 3.8 overall; 4.0 in specialization
Northern Kentucky University 2003 — 2006
Bachelor's Degree, Finance, 3.7
St. Xavier High School 1999 — 2003
Raymond James June 2015 - Present
The Bank of Kentucky February 2012 - June 2015
Fidelity Investments July 2007 - February 2012
Convergys May 2007 - August 2007
Convergys August 2006 - May 2007
Fidelity Investments July 2004 - August 2005
Skills
Financial Modeling, Mutual Funds, Risk Management, Derivatives, Corporate Finance, 401k, Equity Research, Financial Reporting, Mergers, Forecasting, Bloomberg, ETFs, Stocks, Auditing, Security Analysis, Market Research, Stock Research, Morningstar, Currency, Macroeconomics, Quantitative Research, Equity Valuation, Pension Administration, Deferred Compensation, Qualified Retirement..., Trading, Commodity Markets, Cost Benefit, Managerial Finance, Economic Research, Trend Analysis
Education
Northern Kentucky University 2007 — 2010
Master of Business Administration (M.B.A.), Finance Specialization, 3.8 overall; 4.0 in specialization
Northern Kentucky University 2003 — 2006
Bachelor's Degree, Finance, 3.7
St. Xavier High School 1999 — 2003
Douglas Minor Douglas Minor's Raymond James Experience February 2013 - Present
Job Financial Advisor at Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James & Associates November 2014 - Present
Raymond James February 2013 - Present
Morgan Keegan February 2007 - February 2013
AmSouth Investment Services January 2000 - February 2007
Skills
Mutual Funds, Investment Strategies, Investments, Finance, Retirement, Life Insurance, Mortgage Lending, Bonds, Series 7, Financial Services, 529 Plans, Retirement Planning, Investment Management, Fixed Income, Stocks, Variable Annuities, Long Term Care Insurance, Asset Allocation, Portfolio Management
Education
Millsaps College 1973 — 1977
Bachelor's degree, Political Science
Raymond James & Associates November 2014 - Present
Raymond James February 2013 - Present
Morgan Keegan February 2007 - February 2013
AmSouth Investment Services January 2000 - February 2007
Skills
Mutual Funds, Investment Strategies, Investments, Finance, Retirement, Life Insurance, Mortgage Lending, Bonds, Series 7, Financial Services, 529 Plans, Retirement Planning, Investment Management, Fixed Income, Stocks, Variable Annuities, Long Term Care Insurance, Asset Allocation, Portfolio Management
Education
Millsaps College 1973 — 1977
Bachelor's degree, Political Science
Thomas Pauly Thomas Pauly's Raymond James Experience June 2008 - July 2011
Job Analyst at Hudson Way Capital Management
Industry Investment Management
Experience
Hudson Way Capital Management May 2015 - Present
Water Street Capital August 2011 - February 2015
Raymond James June 2008 - July 2011
Cincinnati Reds June 2003 - January 2008
Skills
I can type 100 WPM...., Financial Analysis
Education
Princeton University 2000 — 2004
B.S.E, Chemical Engineering
Hudson Way Capital Management May 2015 - Present
Water Street Capital August 2011 - February 2015
Raymond James June 2008 - July 2011
Cincinnati Reds June 2003 - January 2008
Skills
I can type 100 WPM...., Financial Analysis
Education
Princeton University 2000 — 2004
B.S.E, Chemical Engineering
Brad Dantzler's Raymond James Experience June 2006 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James June 2006 - Present
Raymond James March 2006 - Present
Skills
Investments, Securities, Finance, Retirement Planning, Financial Advisory, Public Speaking, Series 7, Wealth Management, Estate Planning, Budgets, Insurance, Fixed Annuities, Alternative Investments, Asset Management, Financial Analysis, Risk Management, Loans, Banking, Business Planning, Term Life Insurance, Asset Managment, Long-term Care, Disability Insurance
Education
Nova Southeastern University 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
University of Florida 1982 — 1985
Bachelor of Arts (B.A.), Agricultural Economics
Raymond James June 2006 - Present
Raymond James March 2006 - Present
Skills
Investments, Securities, Finance, Retirement Planning, Financial Advisory, Public Speaking, Series 7, Wealth Management, Estate Planning, Budgets, Insurance, Fixed Annuities, Alternative Investments, Asset Management, Financial Analysis, Risk Management, Loans, Banking, Business Planning, Term Life Insurance, Asset Managment, Long-term Care, Disability Insurance
Education
Nova Southeastern University 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
University of Florida 1982 — 1985
Bachelor of Arts (B.A.), Agricultural Economics
Mark K. Smith Mark K. Smith's Raymond James Experience June 2012 - Present
Job Financial Advisor, AVP Investments Raymond James
Industry Financial Services
Experience
Raymond James June 2012 - Present
Merrill Lynch March 2005 - June 2012
Henkel Corporation February 1985 - November 2004
Skills
Wealth Management, Retirement Planning, Annuities, MediGap Insurance, Financial Planning, LongTerm Care Insurance, Life Insurance, Portfolio Management, Investment Advisory, Investments, 401k, Financial Analysis, Asset Management, Asset Allocation, Estate Planning, Strategic Financial..., Fixed Annuities, Mortgage, Planning, Retirement Plans, 401k Rollovers
Education
University of Michigan 1976 — 1978
BS, Microbiology/Biochemistry
Michigan State University - The Eli Broad College of Business 1992 — 1994
MBA, Management
University of California, Los Angeles - The Anderson School of Management 2003 — 2003
Certificate in Mergers and Acquisitions
Raymond James June 2012 - Present
Merrill Lynch March 2005 - June 2012
Henkel Corporation February 1985 - November 2004
Skills
Wealth Management, Retirement Planning, Annuities, MediGap Insurance, Financial Planning, LongTerm Care Insurance, Life Insurance, Portfolio Management, Investment Advisory, Investments, 401k, Financial Analysis, Asset Management, Asset Allocation, Estate Planning, Strategic Financial..., Fixed Annuities, Mortgage, Planning, Retirement Plans, 401k Rollovers
Education
University of Michigan 1976 — 1978
BS, Microbiology/Biochemistry
Michigan State University - The Eli Broad College of Business 1992 — 1994
MBA, Management
University of California, Los Angeles - The Anderson School of Management 2003 — 2003
Certificate in Mergers and Acquisitions
Tim Killgoar Tim Killgoar's Raymond James Experience June 2010 - May 2015
Job
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Raymond James June 2010 - May 2015
Raymond James July 2008 - June 2010
G51 Capital December 2006 - December 2007
Bank of America April 2002 - June 2006
Arthur Andersen Business Consulting September 2000 - April 2002
The Carson Group August 1999 - September 2000
Skills
Strategy, Marketing Strategy, Strategic Planning, Management, Marketing, Leadership, Financial Modeling, Analysis, Financial Analysis, Six Sigma, Valuation, Portfolio Management, Mergers, Investments, Strategic Financial..., Financial Services, Due Diligence, Risk Management, Corporate Finance, Business Strategy, Investor Relations
Education
The University of Texas at Austin 2006 — 2008
MBA, Finance and Marketing
Princeton University 1995 — 1999
Bachelor’s Degree, Economics
The Roxbury Latin School 1989 — 1995
High School
Raymond James Financial, Inc. May 2015 - Present
Raymond James June 2010 - May 2015
Raymond James July 2008 - June 2010
G51 Capital December 2006 - December 2007
Bank of America April 2002 - June 2006
Arthur Andersen Business Consulting September 2000 - April 2002
The Carson Group August 1999 - September 2000
Skills
Strategy, Marketing Strategy, Strategic Planning, Management, Marketing, Leadership, Financial Modeling, Analysis, Financial Analysis, Six Sigma, Valuation, Portfolio Management, Mergers, Investments, Strategic Financial..., Financial Services, Due Diligence, Risk Management, Corporate Finance, Business Strategy, Investor Relations
Education
The University of Texas at Austin 2006 — 2008
MBA, Finance and Marketing
Princeton University 1995 — 1999
Bachelor’s Degree, Economics
The Roxbury Latin School 1989 — 1995
High School
David Yarbrough's Raymond James Experience March 2002 - Present
Job Raymond James
Industry Financial Services
Experience
Raymond James March 2002 - Present
HobNob Local Inc. February 2013 - Present
JC Bradford / UBS September 1996 - March 2002
Skills
Series 63, Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Financial Analysis, Wealth Management, Investments, Retirement Planning, Securities, Portfolio Management, Equities, Strategic Financial..., Fixed Income, Asset Management, Series 31, Series 65
Education
Middle Tennessee State University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond James March 2002 - Present
HobNob Local Inc. February 2013 - Present
JC Bradford / UBS September 1996 - March 2002
Skills
Series 63, Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Financial Analysis, Wealth Management, Investments, Retirement Planning, Securities, Portfolio Management, Equities, Strategic Financial..., Fixed Income, Asset Management, Series 31, Series 65
Education
Middle Tennessee State University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Richard Agster Richard Agster's Raymond James Experience February 2010 - Present
Job Director of Fixed Income Compliance at Raymond James
Industry Financial Services
Experience
Raymond James February 2010 - Present
AgsterGroup July 2009 - January 2010
GunnAllen Financial December 2008 - July 2009
Foley & Lardner LLP January 2005 - November 2008
Bryant Miller Olive January 2004 - December 2004
Sidley Austin August 2000 - December 2003
Securities Industry and Financial Markets Association May 1998 - August 1998
Skills
Due Diligence, Equities, Finance, IPO, Investment Banking, Investments, Mergers, Mergers, Private Equity, Private Placements, Sales, Securities, Strategic Planning, Structured Finance, Venture Capital
Education
Northwestern University School of Law 1997 — 2000
JD, Business Associations
Rollins College - Crummer Graduate School of Business 1995 — 1997
MBA, Management
University of Central Florida 1991 — 1995
BA, Music Performance
Plant High 1988 — 1991
Raymond James February 2010 - Present
AgsterGroup July 2009 - January 2010
GunnAllen Financial December 2008 - July 2009
Foley & Lardner LLP January 2005 - November 2008
Bryant Miller Olive January 2004 - December 2004
Sidley Austin August 2000 - December 2003
Securities Industry and Financial Markets Association May 1998 - August 1998
Skills
Due Diligence, Equities, Finance, IPO, Investment Banking, Investments, Mergers, Mergers, Private Equity, Private Placements, Sales, Securities, Strategic Planning, Structured Finance, Venture Capital
Education
Northwestern University School of Law 1997 — 2000
JD, Business Associations
Rollins College - Crummer Graduate School of Business 1995 — 1997
MBA, Management
University of Central Florida 1991 — 1995
BA, Music Performance
Plant High 1988 — 1991
Diane Nikeshin Diane Nikeshin's Raymond James Experience March 2014 - Present
Job Registered Sales Associate at Raymond James
Industry Financial Services
Experience
Raymond James March 2014 - Present
Stifel Financial Corp. May 2007 - March 2014
Merrill Lynch June 2001 - May 2006
Education
Mount Saint Mary College 1999 — 2001
Master's degree
Mount Saint Mary College 1995 — 1999
Burke Catholic High School 1991 — 1995
Raymond James March 2014 - Present
Stifel Financial Corp. May 2007 - March 2014
Merrill Lynch June 2001 - May 2006
Education
Mount Saint Mary College 1999 — 2001
Master's degree
Mount Saint Mary College 1995 — 1999
Burke Catholic High School 1991 — 1995
Page Nored Page Nored's Raymond James Experience November 2013 - Present
Job Sales Associate II, Shaw Investment Management of Raymond James
Industry Investment Management
Experience
Raymond James November 2013 - Present
Raymond James April 2012 - October 2013
Morgan Keegan July 2007 - March 2012
Skills
Microsoft Office, Investments, Social Media, Public Relations, Securities, Event Planning, Marketing, Social Media Marketing, Sales, Team Building, Project Management
Education
Mississippi State University 2002 — 2007
Raymond James November 2013 - Present
Raymond James April 2012 - October 2013
Morgan Keegan July 2007 - March 2012
Skills
Microsoft Office, Investments, Social Media, Public Relations, Securities, Event Planning, Marketing, Social Media Marketing, Sales, Team Building, Project Management
Education
Mississippi State University 2002 — 2007
Bethany Atchley Bethany Atchley's Raymond James Experience March 2014 - Present
Job Associate Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James March 2014 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC January 2012 - Present
Edward Jones July 2011 - November 2011
Eureka Springs, Arkansas January 1993 - December 2001
Skills
Financial Analysis, Finance, Securities, Portfolio Management, Microsoft Excel, Customer Service, Retirement Planning, Insurance, Strategic Planning, Microsoft Office, Financial Advisory
Education
Pittsburg State University 1988 — 1992
Bachelor's degree, Finance, General
Missouri Southern State University 1989 — 1990
Raymond James March 2014 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC January 2012 - Present
Edward Jones July 2011 - November 2011
Eureka Springs, Arkansas January 1993 - December 2001
Skills
Financial Analysis, Finance, Securities, Portfolio Management, Microsoft Excel, Customer Service, Retirement Planning, Insurance, Strategic Planning, Microsoft Office, Financial Advisory
Education
Pittsburg State University 1988 — 1992
Bachelor's degree, Finance, General
Missouri Southern State University 1989 — 1990
Mayi Martinez's Raymond James Experience 2012 - Present
Job Sales Associate at Raymond James & Assoc.
Industry Financial Services
Experience
Raymond James 2012 - Present
Education
Nova Southeastern University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Raymond James 2012 - Present
Education
Nova Southeastern University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Steve Saucier Steve Saucier's Raymond James Experience 2006 - Present
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James 2006 - Present
Smith Barney Brokerage Firm 1988 - 2006
Education
Mississippi State University 1979 — 1980
Master of Business Administration (MBA)
Raymond James 2006 - Present
Smith Barney Brokerage Firm 1988 - 2006
Education
Mississippi State University 1979 — 1980
Master of Business Administration (MBA)
Jennifer Gazey Jennifer Gazey's Raymond James Experience January 2009 - Present
Job Branch Operations Manager
Industry Financial Services
Experience
Raymond James January 2009 - Present
Morgan Stanley September 2000 - February 2009
Prudential Securities 1996 - 2000
Education
Montgomery County Community College 1994 — 1996
Associate Degree Business Administration, Business
Raymond James January 2009 - Present
Morgan Stanley September 2000 - February 2009
Prudential Securities 1996 - 2000
Education
Montgomery County Community College 1994 — 1996
Associate Degree Business Administration, Business
Brent Hui's Raymond James Experience May 2006 - August 2008
Job Lead Financial Analyst at Eaton Corporation
Industry Aviation & Aerospace
Experience
Eaton Corporation February 2015 - Present
Eaton Corporation May 2013 - January 2015
Eaton Corporation July 2012 - May 2013
Eaton Corporation July 2011 - July 2012
Eaton Corporation June 2010 - July 2011
Eaton Corporation May 2009 - August 2009
Raymond James May 2006 - August 2008
Skills
Financial Planning, Budgeting, Financial Analysis, Process Improvement, Forecasting, Financial Reporting, PowerPoint, Sarbanes-Oxley, Budgets, Internal Controls, Strategic Financial..., Leadership, Analysis, Finance, Accounts Receivable, Account Reconciliation, Financial Modeling, Business Process, Accounting, Variance Analysis, Data Analysis, Strategy
Education
Michigan State University 2006 — 2010
Bachelors, Finance
University of St. Andrews 2008 — 2008
N/A, Labor Management
Eaton Corporation February 2015 - Present
Eaton Corporation May 2013 - January 2015
Eaton Corporation July 2012 - May 2013
Eaton Corporation July 2011 - July 2012
Eaton Corporation June 2010 - July 2011
Eaton Corporation May 2009 - August 2009
Raymond James May 2006 - August 2008
Skills
Financial Planning, Budgeting, Financial Analysis, Process Improvement, Forecasting, Financial Reporting, PowerPoint, Sarbanes-Oxley, Budgets, Internal Controls, Strategic Financial..., Leadership, Analysis, Finance, Accounts Receivable, Account Reconciliation, Financial Modeling, Business Process, Accounting, Variance Analysis, Data Analysis, Strategy
Education
Michigan State University 2006 — 2010
Bachelors, Finance
University of St. Andrews 2008 — 2008
N/A, Labor Management
Chad Doran Chad Doran's Raymond James Experience November 2006 - Present
Job Training at Raymond James
Industry Financial Services
Experience
Raymond James November 2006 - Present
Platinum Interactive July 2001 - September 2006
Skills
Needs Analysis, Instructional Design, Microsoft Office, Adobe Acrobat, Leadership Development, Captivate, Photoshop, Adobe Creative Suite, PowerPoint, Performance Management, Dreamweaver, Adult Education, Camtasia, Social Media, HTML, Organizational..., Project Management, CSS, Visio, SnagIt, Talent Management, Blended Learning, Learning Management..., Instructor-led Training, Vendor Management, Multimedia, E-Learning, Content Management, Flash, Training, Change Management, SharePoint
Education
Ohio University 1997 — 2001
Interactive Multimedia, Visual Communications
Raymond James November 2006 - Present
Platinum Interactive July 2001 - September 2006
Skills
Needs Analysis, Instructional Design, Microsoft Office, Adobe Acrobat, Leadership Development, Captivate, Photoshop, Adobe Creative Suite, PowerPoint, Performance Management, Dreamweaver, Adult Education, Camtasia, Social Media, HTML, Organizational..., Project Management, CSS, Visio, SnagIt, Talent Management, Blended Learning, Learning Management..., Instructor-led Training, Vendor Management, Multimedia, E-Learning, Content Management, Flash, Training, Change Management, SharePoint
Education
Ohio University 1997 — 2001
Interactive Multimedia, Visual Communications
Jodi J. Johnston's Raymond James Experience 2002 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James 2002 - Present
Fischette Owen Held & McBurney 1995 - 2002
Education
Penn State University 1987 — 1991
BS, Admin. of Justice
University of North Florida 1992 — 1993
Paralegal Certificate, Legal Studies Institute
Raymond James 2002 - Present
Fischette Owen Held & McBurney 1995 - 2002
Education
Penn State University 1987 — 1991
BS, Admin. of Justice
University of North Florida 1992 — 1993
Paralegal Certificate, Legal Studies Institute
Holly West Holly West's Raymond James Experience June 2003 - December 2003
Job Founding Member at Friends of Mascoma Foundation
Industry Information Technology and Services
Experience
Friends of Mascoma Foundation May 2014 - Present
HSPW Rentals April 2012 - Present
Ascend Learning September 2012 - April 2013
Ascend Learning March 2012 - September 2012
Ascend Learning December 2011 - March 2012
Eze Castle Integration December 2007 - December 2011
Eze Castle Integration August 2005 - December 2007
Kallmann McKinnell & Wood 2001 - 2005
Raymond James June 2003 - December 2003
Skills
Microsoft Office, Microsoft Project, Microsoft Visio, ConnectWise, Customer Relations, Coaching, Process Improvement, IT Project Management, Project Planning, Project Implementation, Project Execution, Project Delivery, Project Coordination, Team Leadership, Team Management, Testing, Disaster Recovery, Risk Assessment, Managing Expectations, Documentation, Scope Management, Technical Documentation, Wikis, Cross-functional..., Project Management, MS Project, ServiceNow, Service-now.com, Software Documentation, SDLC, Telecommunications, Visio, Outsourcing, Management, Leadership, Service-Now, Quality Assurance, Customer Service, Change Management, Requirements Gathering, Business Intelligence, Access, Analysis, Integration, Vendor Management, Business Process, IT Service Management, IT Strategy, Networking, SharePoint
Education
Northeastern University 2000 — 2004
Bachelor of Science, Business Administration: Management Information Systems & Marketing
Mascoma Valley Regional High School 1996 — 2000
Friends of Mascoma Foundation May 2014 - Present
HSPW Rentals April 2012 - Present
Ascend Learning September 2012 - April 2013
Ascend Learning March 2012 - September 2012
Ascend Learning December 2011 - March 2012
Eze Castle Integration December 2007 - December 2011
Eze Castle Integration August 2005 - December 2007
Kallmann McKinnell & Wood 2001 - 2005
Raymond James June 2003 - December 2003
Skills
Microsoft Office, Microsoft Project, Microsoft Visio, ConnectWise, Customer Relations, Coaching, Process Improvement, IT Project Management, Project Planning, Project Implementation, Project Execution, Project Delivery, Project Coordination, Team Leadership, Team Management, Testing, Disaster Recovery, Risk Assessment, Managing Expectations, Documentation, Scope Management, Technical Documentation, Wikis, Cross-functional..., Project Management, MS Project, ServiceNow, Service-now.com, Software Documentation, SDLC, Telecommunications, Visio, Outsourcing, Management, Leadership, Service-Now, Quality Assurance, Customer Service, Change Management, Requirements Gathering, Business Intelligence, Access, Analysis, Integration, Vendor Management, Business Process, IT Service Management, IT Strategy, Networking, SharePoint
Education
Northeastern University 2000 — 2004
Bachelor of Science, Business Administration: Management Information Systems & Marketing
Mascoma Valley Regional High School 1996 — 2000
Paul Belden Paul Belden's Raymond James Experience November 2005 - Present
Job WMS, First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James November 2005 - Present
UBS October 2000 - November 2005
Education
Northwestern University - Kellogg School of Management
Marketing
Ohio Wesleyan University
BA, Economics
Raymond James November 2005 - Present
UBS October 2000 - November 2005
Education
Northwestern University - Kellogg School of Management
Marketing
Ohio Wesleyan University
BA, Economics
Samson Maxbauer Samson Maxbauer's Raymond James Experience August 2014 - Present
Job Financial Advisor at Raymond James
Industry Accounting
Experience
Raymond James August 2014 - Present
PwC October 2012 - July 2014
Sears Holdings Corporation May 2010 - July 2010
Self Employed 2002 - 2010
Sun Communities June 2008 - July 2009
The PrivateBancorp October 2007 - June 2008
FMF Capital August 2003 - August 2006
Skills
Finance, Microsoft Excel, Financial Analysis, Management, Competitive Analysis, Marketing, Customer Service, Process Improvement, Accounting, Investments, Program Management, Due Diligence, Retail, Forecasting, Analysis, Budgets, Data Analysis, Editing
Education
Michigan State University - The Eli Broad Graduate School of Management 2009 — 2012
Master of Business Administration, Finance and Accounting
University of Michigan 2002 — 2007
Bachelor of Arts, Political Science
Raymond James August 2014 - Present
PwC October 2012 - July 2014
Sears Holdings Corporation May 2010 - July 2010
Self Employed 2002 - 2010
Sun Communities June 2008 - July 2009
The PrivateBancorp October 2007 - June 2008
FMF Capital August 2003 - August 2006
Skills
Finance, Microsoft Excel, Financial Analysis, Management, Competitive Analysis, Marketing, Customer Service, Process Improvement, Accounting, Investments, Program Management, Due Diligence, Retail, Forecasting, Analysis, Budgets, Data Analysis, Editing
Education
Michigan State University - The Eli Broad Graduate School of Management 2009 — 2012
Master of Business Administration, Finance and Accounting
University of Michigan 2002 — 2007
Bachelor of Arts, Political Science
Carl Carlos Carl Carlos's Raymond James Experience March 2009 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James March 2009 - Present
Merrill Lynch March 2003 - March 2009
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Financial Advisory, Financial Services, Finance, Securities, Series 7, Estate Planning, Investment Advisory, Strategic Financial..., Series 63, Alternative Investments
Education
Mississippi College School of Law 1992 — 1995
JD, Litigation
Nicholls State University 1989 — 1992
BS, Economics, Pre-law
South Terrebonne High School 1986 — 1989
Raymond James March 2009 - Present
Merrill Lynch March 2003 - March 2009
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Financial Advisory, Financial Services, Finance, Securities, Series 7, Estate Planning, Investment Advisory, Strategic Financial..., Series 63, Alternative Investments
Education
Mississippi College School of Law 1992 — 1995
JD, Litigation
Nicholls State University 1989 — 1992
BS, Economics, Pre-law
South Terrebonne High School 1986 — 1989
William Thomsen William Thomsen's Raymond James Experience July 2008 - June 2011
Job Analyst at Raymond James
Industry Investment Banking
Experience
Vegas Hotel Hunt, LLC March 2007 - Present
Raymond James July 2008 - June 2011
Skills
Valuation, Investment Banking, Financial Modeling, Financial Analysis, PHP4/5, JavaScript, jQuery, Microsoft Excel, HTML 5
Education
Northwestern University 2004 — 2008
Bachelor of Arts (BA), Economics
Vegas Hotel Hunt, LLC March 2007 - Present
Raymond James July 2008 - June 2011
Skills
Valuation, Investment Banking, Financial Modeling, Financial Analysis, PHP4/5, JavaScript, jQuery, Microsoft Excel, HTML 5
Education
Northwestern University 2004 — 2008
Bachelor of Arts (BA), Economics
Alexandria White, CFA's Raymond James Experience January 2007 - May 2008
Job MBA Candidate of 2017 at Kellogg School of Management
Industry Investment Management
Experience
Eagle Asset Management June 2008 - June 2015
Raymond James January 2007 - May 2008
Skills
Fixed Income, Mutual Funds, Securities, Asset Management, Bloomberg, Portfolio Management, Alternative Investments, Investment Strategies, Equities, Investments, Financial Modeling, Valuation, Professional..., Leadership, Leadership Development, Fundraising, Event Management, Credit Analysis, Financial Statement..., Municipal Bonds, Separately Managed..., Financial Analysis
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
State University of New York at Stony Brook
B.S., Business Management
Eagle Asset Management June 2008 - June 2015
Raymond James January 2007 - May 2008
Skills
Fixed Income, Mutual Funds, Securities, Asset Management, Bloomberg, Portfolio Management, Alternative Investments, Investment Strategies, Equities, Investments, Financial Modeling, Valuation, Professional..., Leadership, Leadership Development, Fundraising, Event Management, Credit Analysis, Financial Statement..., Municipal Bonds, Separately Managed..., Financial Analysis
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
State University of New York at Stony Brook
B.S., Business Management
Doug Minahan Doug Minahan's Raymond James Experience June 2004 - August 2006
Job at Hometown America
Industry Real Estate
Experience
Hometown America May 2009 - Present
M3 Capital Partners September 2006 - February 2009
Raymond James June 2004 - August 2006
Education
Northwestern University - Kellogg School of Management 2010 — 2011
MBA
University of Wisconsin-Madison - School of Business 2000 — 2004
Finance, Investment and Banking
Hometown America May 2009 - Present
M3 Capital Partners September 2006 - February 2009
Raymond James June 2004 - August 2006
Education
Northwestern University - Kellogg School of Management 2010 — 2011
MBA
University of Wisconsin-Madison - School of Business 2000 — 2004
Finance, Investment and Banking
Wil Langford Wil Langford's Raymond James Experience March 1998 - December 1998
Job SWE/SRE at Google
Industry Computer Software
Experience
Google September 2015 - Present
Zelick Neurophysiology Lab February 2013 - September 2015
US Army June 2003 - December 2007
US Army August 2003 - August 2004
Thompson's Computer Warehouse Online January 2001 - November 2001
Raymond James March 1998 - December 1998
Skills
Object Permanence, Linux, Military, Access, Technical Support, Linear Algebra, Databases, Operations Research, Analysis, Problem Solving, Management, Discrete Mathematics, Abstract Algebra, Graph Theory, Telecommunications, Networking, Python, Debian, Mathematics, Number Theory, Integration
Education
Portland State University 2011 — 2014
Master of Science (M.S.), Mathematics
Portland State University 2008 — 2010
BS, Mathematics
University of South Florida 1999 — 2000
Computer Science
University of Florida 1995 — 1997
Electrical and Computer Engineering
Google September 2015 - Present
Zelick Neurophysiology Lab February 2013 - September 2015
US Army June 2003 - December 2007
US Army August 2003 - August 2004
Thompson's Computer Warehouse Online January 2001 - November 2001
Raymond James March 1998 - December 1998
Skills
Object Permanence, Linux, Military, Access, Technical Support, Linear Algebra, Databases, Operations Research, Analysis, Problem Solving, Management, Discrete Mathematics, Abstract Algebra, Graph Theory, Telecommunications, Networking, Python, Debian, Mathematics, Number Theory, Integration
Education
Portland State University 2011 — 2014
Master of Science (M.S.), Mathematics
Portland State University 2008 — 2010
BS, Mathematics
University of South Florida 1999 — 2000
Computer Science
University of Florida 1995 — 1997
Electrical and Computer Engineering
Bruce Body Bruce Body's Raymond James Experience November 1995 - Present
Job Branch Manager and First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James November 1995 - Present
Skills
Wealth Management, Financial Advisory, Retirement Planning
Education
Ohio University 1977 — 1979
Raymond James November 1995 - Present
Skills
Wealth Management, Financial Advisory, Retirement Planning
Education
Ohio University 1977 — 1979
Beth Nolan Beth Nolan's Raymond James Experience April 2006 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James April 2006 - Present
Morgan Stanley August 2000 - April 2006
Skills
Investments, Financial Advisory, Securities, Retirement Planning, Finance, Investment Advisory, Qualified Retirement..., Customer Service, Wealth Management, Management, Mutual Funds, Strategy, Portfolio Management, Investment Strategies, Asset Allocation, non-qualified..., 529 Plans, Retirement Plan..., Estate Planning, Certified Financial..., Irrevocable Life...
Education
Millikin University 2003 — 2004
MBA, Business Management
University of Notre Dame 1994 — 1998
Bachelor of Arts, American Studies
Raymond James April 2006 - Present
Morgan Stanley August 2000 - April 2006
Skills
Investments, Financial Advisory, Securities, Retirement Planning, Finance, Investment Advisory, Qualified Retirement..., Customer Service, Wealth Management, Management, Mutual Funds, Strategy, Portfolio Management, Investment Strategies, Asset Allocation, non-qualified..., 529 Plans, Retirement Plan..., Estate Planning, Certified Financial..., Irrevocable Life...
Education
Millikin University 2003 — 2004
MBA, Business Management
University of Notre Dame 1994 — 1998
Bachelor of Arts, American Studies
David Wieseneck, JD. David Wieseneck, JD.'s Raymond James Experience 2012 - Present
Job Vice President, Investments at Raymond
Industry Financial Services
Experience
Raymond James 2012 - Present
Morgan Stanley May 2007 - January 2012
UBS Wealth Management January 2000 - May 2005
Education
Nova Southeastern University 1996 — 1999
Doctor of Law (JD), Trust and Estate Law
University of Florida 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Raymond James 2012 - Present
Morgan Stanley May 2007 - January 2012
UBS Wealth Management January 2000 - May 2005
Education
Nova Southeastern University 1996 — 1999
Doctor of Law (JD), Trust and Estate Law
University of Florida 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Scott Steiner, CFP®'s Raymond James Experience March 2015 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James March 2015 - Present
Wells Fargo Advisors, LLC August 2009 - March 2015
Ehlert Financial Group January 2006 - May 2009
Prudential Financial 2003 - 2006
Education
Northwestern University 2005 — 2006
CFP®, CERTIFIED FINANCIAL PLANNER™ courses
Raymond James March 2015 - Present
Wells Fargo Advisors, LLC August 2009 - March 2015
Ehlert Financial Group January 2006 - May 2009
Prudential Financial 2003 - 2006
Education
Northwestern University 2005 — 2006
CFP®, CERTIFIED FINANCIAL PLANNER™ courses
Brent Kirwan's Raymond James Experience 2009 - 2010
Job Tax Associate at PwC
Industry Law Practice
Experience
PwC June 2012 - Present
Temple Journal of Science, Technology & Environmental Law April 2012 - April 2013
Sidney L. Gold & Associates, P.C. March 2011 - May 2012
Raymond James 2009 - 2010
Nittany Bank 2004 - 2009
BlackRock June 2008 - August 2008
The Walt Disney Company January 2007 - June 2007
Skills
Financial Analysis, Accounting, Legal Research, Legal Writing, Tax Law, Tax Accounting, Analysis, Due Diligence, Tax
Education
Temple University - James E. Beasley School of Law 2010 — 2013
Juris Doctor, Law
Penn State University 2004 — 2009
BS, Finance
PwC June 2012 - Present
Temple Journal of Science, Technology & Environmental Law April 2012 - April 2013
Sidney L. Gold & Associates, P.C. March 2011 - May 2012
Raymond James 2009 - 2010
Nittany Bank 2004 - 2009
BlackRock June 2008 - August 2008
The Walt Disney Company January 2007 - June 2007
Skills
Financial Analysis, Accounting, Legal Research, Legal Writing, Tax Law, Tax Accounting, Analysis, Due Diligence, Tax
Education
Temple University - James E. Beasley School of Law 2010 — 2013
Juris Doctor, Law
Penn State University 2004 — 2009
BS, Finance
Devin Granback's Raymond James Experience November 2007 - November 2010
Job CEO at Legacy Products LLC
Industry Building Materials
Experience
Legacy Products LLC February 2011 - Present
Raymond James November 2007 - November 2010
WR Hambrecht + Co. January 2005 - November 2007
Education
Northwestern University - Kellogg School of Management 1995 — 1997
Legacy Products LLC February 2011 - Present
Raymond James November 2007 - November 2010
WR Hambrecht + Co. January 2005 - November 2007
Education
Northwestern University - Kellogg School of Management 1995 — 1997
Debbie Irwin's Raymond James Experience September 2005 - July 2012
Job Senior Audit Associate at KPMG US
Industry Real Estate
Nicholas Dean's Raymond James Experience December 2000 - December 2001
Job Branch Manager at ICM Capital Markets LTD
Industry Financial Services
Experience
ICM Capital Markets LTD May 2012 - Present
Halcyon Cabot Partners, Ltd January 2012 - June 2012
Source Capital Group February 2010 - December 2011
Mercer Capital July 2009 - March 2010
E1 Asset Management October 2003 - July 2009
Forham Financial Management Inc January 2002 - September 2003
Raymond James December 2000 - December 2001
Sands Brothers & Co Ltd June 1999 - October 2000
Education
Purchase College, SUNY 1995 — 1996
BS, Mathematics
Purchase College, SUNY 1991 — 1995
BA, Economics
ICM Capital Markets LTD May 2012 - Present
Halcyon Cabot Partners, Ltd January 2012 - June 2012
Source Capital Group February 2010 - December 2011
Mercer Capital July 2009 - March 2010
E1 Asset Management October 2003 - July 2009
Forham Financial Management Inc January 2002 - September 2003
Raymond James December 2000 - December 2001
Sands Brothers & Co Ltd June 1999 - October 2000
Education
Purchase College, SUNY 1995 — 1996
BS, Mathematics
Purchase College, SUNY 1991 — 1995
BA, Economics
Castle, Lauren's Raymond James Experience November 2008 - Present
Job Client Services at Raymond James
Industry Financial Services
Experience
Raymond James November 2008 - Present
Education
Mississippi State University - College of Business and Industry 2007 — 2008
MBA
Mississippi State University - College of Business and Industry 2002 — 2007
B.B.A, Business Information Systems, Marketing
Raymond James November 2008 - Present
Education
Mississippi State University - College of Business and Industry 2007 — 2008
MBA
Mississippi State University - College of Business and Industry 2002 — 2007
B.B.A, Business Information Systems, Marketing
Jeffrey C. Weiss's Raymond James Experience April 2012 - Present
Job Sr. Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James April 2012 - Present
LightHawk 2010 - 2014
Morgan Stanley Smith Barney April 1984 - April 2012
Education
Michigan State University 1971 — 1975
BA, Economics, Magna Cum Laude
Raymond James April 2012 - Present
LightHawk 2010 - 2014
Morgan Stanley Smith Barney April 1984 - April 2012
Education
Michigan State University 1971 — 1975
BA, Economics, Magna Cum Laude
Margie Ward, SPHR's Raymond James Experience Manager, Compensation,Benefits,HRMSRaymond James Financial2007 - Present
Job Compensation, Benefits, HRMS Manager, Raymond James Financial
Industry Financial Services
Experience
Raymond James Manager, Compensation,Benefits,HRMSRaymond James Financial2007 - Present
City of St. Petersburg 1999 - 2007
Education
Syracuse University 1976 — 1977
State University of New York College at Oswego 1973 — 1976
BS, Creative Arts, Broadcasting
Onondaga Community College 1972 — 1974
N/A, Business, Broadcasting
Raymond James Manager, Compensation,Benefits,HRMSRaymond James Financial2007 - Present
City of St. Petersburg 1999 - 2007
Education
Syracuse University 1976 — 1977
State University of New York College at Oswego 1973 — 1976
BS, Creative Arts, Broadcasting
Onondaga Community College 1972 — 1974
N/A, Business, Broadcasting
Sebastian Ramirez, CFA's Raymond James Experience June 2000 - January 2001
Job Investment Advisor at Santander Private Banking International
Industry Investment Management
Experience
Santander Private Banking International September 2013 - Present
INTL FCStone Securities Inc. April 2013 - August 2013
Consultatio Asset Management June 2012 - January 2013
Self Employed November 2008 - June 2012
Consultatio Asset Management May 2007 - October 2008
HSBC Maxima AFJP April 2005 - March 2007
Siembra AFJP January 2001 - March 2005
Raymond James June 2000 - January 2001
Nacion AFJP September 1999 - June 2000
Exprinter Administradora de Valores 1998 - 1999
Skills
Fixed Income, Valuation, Capital Markets, Portfolio Management, Investments, Commodity, Equities, Emerging Markets, Options, Trading, FX Options, Asset Allocation, Asset Managment, Hedge Funds, Financial Markets, Corporate Finance, Derivatives, Financial Modeling, Alternative Investments, Bloomberg, Investment Banking, Private Equity, Asset Management, Global Macro, Mutual Funds, Hedging, Investment Strategies, Pension Funds, Equity Research, Investment Advisory, Wealth Management, Investment Management, Structured Products, Bonds, Currency, Strategic Financial..., Securities, Fund Of Funds, Institutional..., Financial Structuring, Private Banking, Equity Trading, ETFs, Structured Finance, Market Risk, Quantitative Finance, Swaps, Series 7, Equity Valuation, Securitization
Education
CFA Institute 1999 — 2001
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1990 — 1994
Licentiate degree, Licenciado en Economía
New York University 1996 — 1997
Certificate in Financial Markets, School of Continuing Education
Colegio Champagnat 1984 — 1988
High School Degree, Bachiller
Universidad de Belgrano
Santander Private Banking International September 2013 - Present
INTL FCStone Securities Inc. April 2013 - August 2013
Consultatio Asset Management June 2012 - January 2013
Self Employed November 2008 - June 2012
Consultatio Asset Management May 2007 - October 2008
HSBC Maxima AFJP April 2005 - March 2007
Siembra AFJP January 2001 - March 2005
Raymond James June 2000 - January 2001
Nacion AFJP September 1999 - June 2000
Exprinter Administradora de Valores 1998 - 1999
Skills
Fixed Income, Valuation, Capital Markets, Portfolio Management, Investments, Commodity, Equities, Emerging Markets, Options, Trading, FX Options, Asset Allocation, Asset Managment, Hedge Funds, Financial Markets, Corporate Finance, Derivatives, Financial Modeling, Alternative Investments, Bloomberg, Investment Banking, Private Equity, Asset Management, Global Macro, Mutual Funds, Hedging, Investment Strategies, Pension Funds, Equity Research, Investment Advisory, Wealth Management, Investment Management, Structured Products, Bonds, Currency, Strategic Financial..., Securities, Fund Of Funds, Institutional..., Financial Structuring, Private Banking, Equity Trading, ETFs, Structured Finance, Market Risk, Quantitative Finance, Swaps, Series 7, Equity Valuation, Securitization
Education
CFA Institute 1999 — 2001
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1990 — 1994
Licentiate degree, Licenciado en Economía
New York University 1996 — 1997
Certificate in Financial Markets, School of Continuing Education
Colegio Champagnat 1984 — 1988
High School Degree, Bachiller
Universidad de Belgrano
Abhishek Prakash's Raymond James Experience May 2014 - Present
Job at Raymond James
Industry Financial Services
Experience
Raymond James May 2014 - Present
Raymond James Financial Inc. January 2013 - May 2014
Raymond James Financial Inc. January 2010 - January 2013
Raymond James Financial Inc. September 2008 - January 2010
Skills
Investments, Mutual Funds, Securities, Financial Modeling, Financial Analysis, Series 7, Risk Management, Business Analysis
Education
University of Florida 2006 — 2008
MS, ECE
PSG College of Technology 2002 — 2006
BE, ECE
Raymond James May 2014 - Present
Raymond James Financial Inc. January 2013 - May 2014
Raymond James Financial Inc. January 2010 - January 2013
Raymond James Financial Inc. September 2008 - January 2010
Skills
Investments, Mutual Funds, Securities, Financial Modeling, Financial Analysis, Series 7, Risk Management, Business Analysis
Education
University of Florida 2006 — 2008
MS, ECE
PSG College of Technology 2002 — 2006
BE, ECE
sergio silvestre's Raymond James Experience January 1999 - February 2004
Job
Industry Information Technology and Services
Experience
Kaplan November 2009 - Present
TracFone Wireless January 2009 - November 2009
Royal caribbean International September 2007 - October 2008
Harborline Mortgage, Inc. February 2007 - August 2007
Fiserv Lending Solutions February 2004 - January 2007
Raymond James January 1999 - February 2004
Skills
SDLC, Business Process, Business Analysis, Disaster Recovery, Project Planning, Team Leadership, ERP, Project Management, Management, Vendor Management, Visio, Analysis, Quality Assurance, IT Management, Enterprise Software, PMP, Software Project..., Program Management, PMO, IT Strategy, SharePoint, Process Improvement, Integration, Scrum, SQL, Requirements Analysis, Business Process..., Problem Solving, Systems Analysis, Troubleshooting, Application Development, Project Portfolio..., Agile, Change Management, Business Intelligence, Business Management, Software Development, Telecommunications, Strategic Planning, Product Management, Agile Project Management
Education
University of Florida 1994 — 1999
B.S.B.A
Nova Southeastern University
PMP Certification
Kaplan November 2009 - Present
TracFone Wireless January 2009 - November 2009
Royal caribbean International September 2007 - October 2008
Harborline Mortgage, Inc. February 2007 - August 2007
Fiserv Lending Solutions February 2004 - January 2007
Raymond James January 1999 - February 2004
Skills
SDLC, Business Process, Business Analysis, Disaster Recovery, Project Planning, Team Leadership, ERP, Project Management, Management, Vendor Management, Visio, Analysis, Quality Assurance, IT Management, Enterprise Software, PMP, Software Project..., Program Management, PMO, IT Strategy, SharePoint, Process Improvement, Integration, Scrum, SQL, Requirements Analysis, Business Process..., Problem Solving, Systems Analysis, Troubleshooting, Application Development, Project Portfolio..., Agile, Change Management, Business Intelligence, Business Management, Software Development, Telecommunications, Strategic Planning, Product Management, Agile Project Management
Education
University of Florida 1994 — 1999
B.S.B.A
Nova Southeastern University
PMP Certification
Guy Staat's Raymond James Experience September 2004 - Present
Job Software Engineer at Raymond James
Industry Financial Services
Experience
Raymond James September 2004 - Present
Thompson Cigar Co. February 2003 - August 2004
University of South Florida March 2000 - July 2002
Kforce, Inc. October 1998 - March 2000
Essilor of America July 1998 - October 1998
Computer Task Group October 1996 - July 1998
INA Bearing Company January 1994 - October 1996
Pharmacia P-L Biochemicals, Inc. April 1990 - December 1993
Fiserv October 1989 - April 1990
Bear Automotive Service Equipment Company October 1988 - October 1989
Education
Milwaukee Area Technical College 1981 — 1983
Raymond James September 2004 - Present
Thompson Cigar Co. February 2003 - August 2004
University of South Florida March 2000 - July 2002
Kforce, Inc. October 1998 - March 2000
Essilor of America July 1998 - October 1998
Computer Task Group October 1996 - July 1998
INA Bearing Company January 1994 - October 1996
Pharmacia P-L Biochemicals, Inc. April 1990 - December 1993
Fiserv October 1989 - April 1990
Bear Automotive Service Equipment Company October 1988 - October 1989
Education
Milwaukee Area Technical College 1981 — 1983
Bill Specht's Raymond James Experience
Job Senior Vice President at Raymond James
Industry Financial Services
Experience
Raymond James
Education
Princeton University 1976 — 1980
Raymond James
Education
Princeton University 1976 — 1980
Kevin Collver's Raymond James Experience May 2006 - Present
Job Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James May 2006 - Present
Education
University of Florida - Fredric G. Levin College of Law 1994 — 1995
Master of Laws (LL.M), Taxation
Ohio Northern University—Claude W. Pettit College of Law 1991 — 1993
Doctor of Law (J.D.)
Raymond James May 2006 - Present
Education
University of Florida - Fredric G. Levin College of Law 1994 — 1995
Master of Laws (LL.M), Taxation
Ohio Northern University—Claude W. Pettit College of Law 1991 — 1993
Doctor of Law (J.D.)
Peter Mork's Raymond James Experience May 1998 - September 1998
Job Analyst
Industry Investment Management
Experience
Mork Capital Managment July 2006 - Present
Various Publications June 2005 - July 2006
La Jolla Economics November 1999 - March 2005
Raymond James May 1998 - September 1998
Education
University of California, Santa Barbara 1996 — 1998
Bachelor's degree, Business Economics
Pacific Lutheran University 1994 — 1996
San Jose State University 2008 — 2010
Courses in Masters Program, Economics
Mork Capital Managment July 2006 - Present
Various Publications June 2005 - July 2006
La Jolla Economics November 1999 - March 2005
Raymond James May 1998 - September 1998
Education
University of California, Santa Barbara 1996 — 1998
Bachelor's degree, Business Economics
Pacific Lutheran University 1994 — 1996
San Jose State University 2008 — 2010
Courses in Masters Program, Economics
Kevin Collver's Raymond James Experience May 2006 - Present
Job Wealth Strategist at Raymond James
Industry Financial Services
Experience
Raymond James May 2006 - Present
Education
University of Florida - Fredric G. Levin College of Law 1994 — 1995
Master of Laws (LL.M.), Taxation
Ohio Northern University—Claude W. Pettit College of Law 1991 — 1993
Doctor of Law (J.D.), Law
Raymond James May 2006 - Present
Education
University of Florida - Fredric G. Levin College of Law 1994 — 1995
Master of Laws (LL.M.), Taxation
Ohio Northern University—Claude W. Pettit College of Law 1991 — 1993
Doctor of Law (J.D.), Law
Andrea Hamlin, MBA's Raymond James Experience July 2006 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James July 2006 - Present
Merrill Lynch 2003 - 2006
Northwestern University June 1996 - June 1999
Skills
Strategic Financial..., Management, Strategic Planning, Microsoft Office, Wealth Management, Securities, Investments, Finance, Retirement Planning, Risk Management, Financial Advisory, Financial Modeling, Data Analysis, Budgets, Microsoft Excel, Public Speaking, Customer Service, Account Management, Financial Planning, Financial Analysis, Asset Management, Portfolio Management
Education
North Park University 1998 — 2000
MBA, Business
North Park University 1990 — 1991
BA, Communications
University of Illinois at Chicago 1984 — 1987
Communications
New Trier High School 1981 — 1984
Raymond James July 2006 - Present
Merrill Lynch 2003 - 2006
Northwestern University June 1996 - June 1999
Skills
Strategic Financial..., Management, Strategic Planning, Microsoft Office, Wealth Management, Securities, Investments, Finance, Retirement Planning, Risk Management, Financial Advisory, Financial Modeling, Data Analysis, Budgets, Microsoft Excel, Public Speaking, Customer Service, Account Management, Financial Planning, Financial Analysis, Asset Management, Portfolio Management
Education
North Park University 1998 — 2000
MBA, Business
North Park University 1990 — 1991
BA, Communications
University of Illinois at Chicago 1984 — 1987
Communications
New Trier High School 1981 — 1984
Barbara Corrao's Raymond James Experience June 1996 - Present
Job Financial Advisor
Industry Financial Services
Experience
Raymond James June 1996 - Present
Skills
Retirement Planning, Investments, Asset Management, Retirement, Series 7, Financial Advisory, Strategic Financial..., Securities, Series 63, Risk Management, Mutual Funds, Wealth Management, Finance, Fixed Annuities, Series 65, Estate Planning, Investment Strategies, Strategic Planning, Portfolio Management, Budgets, Asset Allocation, Financial Analysis, Variable Annuities, Wealth Management..., Alternative Investments, Life Insurance, Wealth Accumulation, 401k
Education
Nova Southeastern University 1989 — 1991
BA, Management
Raymond James June 1996 - Present
Skills
Retirement Planning, Investments, Asset Management, Retirement, Series 7, Financial Advisory, Strategic Financial..., Securities, Series 63, Risk Management, Mutual Funds, Wealth Management, Finance, Fixed Annuities, Series 65, Estate Planning, Investment Strategies, Strategic Planning, Portfolio Management, Budgets, Asset Allocation, Financial Analysis, Variable Annuities, Wealth Management..., Alternative Investments, Life Insurance, Wealth Accumulation, 401k
Education
Nova Southeastern University 1989 — 1991
BA, Management
Steve Ringquist, CFP®'s Raymond James Experience April 2012 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James April 2012 - Present
Smith Barney December 1998 - April 2012
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Mutual Funds, Strategic Financial..., Series 63, Investments, Alternative Investments, Portfolio Management, Retirement
Education
Oregon State University 1981 — 1986
Finance & International Business
Raymond James April 2012 - Present
Smith Barney December 1998 - April 2012
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Mutual Funds, Strategic Financial..., Series 63, Investments, Alternative Investments, Portfolio Management, Retirement
Education
Oregon State University 1981 — 1986
Finance & International Business
Nicola Pariseau's Raymond James Experience September 2009 - August 2013
Job Wealth Management Specialist, Registered Marketing and Client Relationship Associate at Raymond James
Industry Investment Management
Experience
Raymond James Financial Inc. September 2013 - Present
Raymond James September 2009 - August 2013
Merrill Lynch May 2008 - February 2009
Morgan Stanley April 2007 - January 2008
G-Works August 1999 - July 2006
Skills
Strategic Financial..., Financial Advisory, Wealth Management, Retirement Planning, Strategic Planning, Investment Advisory, CRM, Marketing, Market Research and..., Social Media Marketing, Analysis, Financial Services, Asset Allocation, Investment Strategies, Public Relations, Presentations
Education
Oakland University
Business Marketing
Raymond James Financial Inc. September 2013 - Present
Raymond James September 2009 - August 2013
Merrill Lynch May 2008 - February 2009
Morgan Stanley April 2007 - January 2008
G-Works August 1999 - July 2006
Skills
Strategic Financial..., Financial Advisory, Wealth Management, Retirement Planning, Strategic Planning, Investment Advisory, CRM, Marketing, Market Research and..., Social Media Marketing, Analysis, Financial Services, Asset Allocation, Investment Strategies, Public Relations, Presentations
Education
Oakland University
Business Marketing
Alex Hoffman's Raymond James Experience July 2000 - June 2003
Job Vice President, Business Development at Steel Dynamics
Industry Mining & Metals
Experience
Steel Dynamics, Inc October 2013 - Present
Alpha Natural Resources August 2007 - October 2013
PNC Bank June 2005 - August 2007
Raymond James July 2000 - June 2003
Skills
Business Strategy, Strategic Planning, Mergers & Acquisitions, Strategy, Financial Modeling, Corporate Finance, Energy, Due Diligence, Financial Analysis, Private Equity, Acquisition Integration, Corporate Development, Valuation, Management Consulting, Venture Capital, Business Development
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA), Finance, Accounting, Management
Yale University 1996 — 2000
BA, History
Steel Dynamics, Inc October 2013 - Present
Alpha Natural Resources August 2007 - October 2013
PNC Bank June 2005 - August 2007
Raymond James July 2000 - June 2003
Skills
Business Strategy, Strategic Planning, Mergers & Acquisitions, Strategy, Financial Modeling, Corporate Finance, Energy, Due Diligence, Financial Analysis, Private Equity, Acquisition Integration, Corporate Development, Valuation, Management Consulting, Venture Capital, Business Development
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA), Finance, Accounting, Management
Yale University 1996 — 2000
BA, History
Joe Ciaramitaro CFP®'s Raymond James Experience August 2003 - Present
Job Senior Vice President, Investments, Managing Director at Raymond James
Industry Financial Services
Experience
Raymond James August 2003 - Present
Skills
Investments, Financial Advisory, Finance, Strategic Financial..., Mutual Funds, Strategic Planning, Financial Reporting, Securities, Management, Certified Financial..., Business Strategy, Personal Finance, Insurance, Series 63, Risk Management, Budgets, Accounting, Tax, Process Improvement
Education
Michigan State University 1981 — 1985
Accounting
Grosse Pointe South
Grosse Pointe South
St Clare grade school
Raymond James August 2003 - Present
Skills
Investments, Financial Advisory, Finance, Strategic Financial..., Mutual Funds, Strategic Planning, Financial Reporting, Securities, Management, Certified Financial..., Business Strategy, Personal Finance, Insurance, Series 63, Risk Management, Budgets, Accounting, Tax, Process Improvement
Education
Michigan State University 1981 — 1985
Accounting
Grosse Pointe South
Grosse Pointe South
St Clare grade school
David Storrs's Raymond James Experience November 2005 - Present
Job Vice President, Institutional Fixed Income at Raymond James
Industry Financial Services
Experience
Raymond James November 2005 - Present
Education
Middlebury College
Raymond James November 2005 - Present
Education
Middlebury College
Lowell Weiss's Raymond James Experience August 2009 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James August 2009 - Present
Rodnick Unger & Kaner PC January 2009 - August 2009
Maxim Healthcare Services 2008 - 2009
Elderlaw of Michigan 2006 - 2008
Education
Michigan State University College of Law 2005 — 2008
JD, Law
The Ohio State University 2001 — 2005
BA, Journalism
Raymond James August 2009 - Present
Rodnick Unger & Kaner PC January 2009 - August 2009
Maxim Healthcare Services 2008 - 2009
Elderlaw of Michigan 2006 - 2008
Education
Michigan State University College of Law 2005 — 2008
JD, Law
The Ohio State University 2001 — 2005
BA, Journalism
John Ransom's Raymond James Experience June 1996 - Present
Job Managing Director at Raymond James
Industry Financial Services
Experience
Raymond James June 1996 - Present
Wachovia April 1986 - June 1996
Education
University of Georgia - Terry College of Business 1983 — 1984
MBA, Risk Management
Presbyterian College 1979 — 1984
BA, English, History, Business
Raymond James June 1996 - Present
Wachovia April 1986 - June 1996
Education
University of Georgia - Terry College of Business 1983 — 1984
MBA, Risk Management
Presbyterian College 1979 — 1984
BA, English, History, Business
Jones, Stan's Raymond James Experience February 2013 - Present
Job Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan February 1992 - February 2013
Skills
Series 7, Equities, Wealth Management, Investments, Portfolio Management, Investment Advisory, Finance, Financial Advisory, Asset Management, Series 63, Securities, Capital Markets, Retirement, Alternative Investments, Fixed Income, Retirement Planning, Fixed Annuities, Mutual Funds, Uniform Combined State..., Investment Strategies, Strategic Financial..., Asset Allocation, Hedge Funds, Investment Management, Bloomberg, Investment Banking, Bonds
Education
Mississippi State University 1980 — 1985
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Starkville High School
Raymond James February 2013 - Present
Morgan Keegan February 1992 - February 2013
Skills
Series 7, Equities, Wealth Management, Investments, Portfolio Management, Investment Advisory, Finance, Financial Advisory, Asset Management, Series 63, Securities, Capital Markets, Retirement, Alternative Investments, Fixed Income, Retirement Planning, Fixed Annuities, Mutual Funds, Uniform Combined State..., Investment Strategies, Strategic Financial..., Asset Allocation, Hedge Funds, Investment Management, Bloomberg, Investment Banking, Bonds
Education
Mississippi State University 1980 — 1985
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Starkville High School
Donna Loufman's Raymond James Experience Business Development ConsultantRaymond James Financial Services1985 - Present
Job VP at Raymond James
Industry Financial Services
Experience
Raymond James Business Development ConsultantRaymond James Financial Services1985 - Present
Education
New York Institute of Technology 1981 — 1984
B.S., Marketing
Raymond James Business Development ConsultantRaymond James Financial Services1985 - Present
Education
New York Institute of Technology 1981 — 1984
B.S., Marketing
Kevin Prunty's Raymond James Experience June 2009 - Present
Job Raymond James
Industry Financial Services
Experience
Raymond James June 2009 - Present
Cowen and Company 2008 - 2009
Bear, Stearns & Co. Inc 1995 - 2008
Education
Pace University - Lubin School of Business 1993 — 1995
Raymond James June 2009 - Present
Cowen and Company 2008 - 2009
Bear, Stearns & Co. Inc 1995 - 2008
Education
Pace University - Lubin School of Business 1993 — 1995
Nina Schurz's Raymond James Experience December 2005 - Present
Job Complex Manager, Vice President Investments, at Raymond James
Industry Financial Services
Experience
Raymond James December 2005 - Present
Washington Mutual Bank 2002 - 2008
Advest, Inc. 1999 - 2005
Education
New York University 1979 — 1981
MBA, Finance
University at Buffalo 1975 — 1979
BS, Business
Raymond James December 2005 - Present
Washington Mutual Bank 2002 - 2008
Advest, Inc. 1999 - 2005
Education
New York University 1979 — 1981
MBA, Finance
University at Buffalo 1975 — 1979
BS, Business
Christi Hall's Raymond James Experience August 1993 - January 1996
Job Team Leader at Invesco
Industry Financial Services
Experience
Invesco Aim 2010 - Present
Invesco Aim February 1996 - October 2009
Invesco Aim January 1998 - October 1999
Invesco Aim January 1997 - January 1998
Invesco Aim January 1996 - January 1997
Raymond James August 1993 - January 1996
Raymond James Financial January 1993 - January 1995
Skills
Account Reconciliation, Finance, Mutual Funds, Financial Services
Education
MANSFIELD HIGH SCHOOL 1987 — 1991
High School Diploma, General Business
Northwestern State University
Accounting
Invesco Aim 2010 - Present
Invesco Aim February 1996 - October 2009
Invesco Aim January 1998 - October 1999
Invesco Aim January 1997 - January 1998
Invesco Aim January 1996 - January 1997
Raymond James August 1993 - January 1996
Raymond James Financial January 1993 - January 1995
Skills
Account Reconciliation, Finance, Mutual Funds, Financial Services
Education
MANSFIELD HIGH SCHOOL 1987 — 1991
High School Diploma, General Business
Northwestern State University
Accounting
Leslie Diver's Raymond James Experience January 2001 - January 2006
Job President, Island Living Tours
Industry Hospitality
Experience
Island Living Tours June 2004 - Present
Raymond James January 2001 - January 2006
Skills
Tourism, Leadership, Revenue Analysis, Hotels, Event Planning, Hospitality Industry, Hospitality
Education
Pitzer College 1973 — 1976
BA, Political Science
Island Living Tours June 2004 - Present
Raymond James January 2001 - January 2006
Skills
Tourism, Leadership, Revenue Analysis, Hotels, Event Planning, Hospitality Industry, Hospitality
Education
Pitzer College 1973 — 1976
BA, Political Science
Janice Paurus's Raymond James Experience January 2008 - November 2008
Job Project Manager for NOVON at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2009 - Present
NOVON Consulting January 1999 - Present
Raymond James January 2008 - November 2008
Prudential Insurance January 1989 - January 1999
Education
North Hennepin Community College 1986 — 1988
In-progress, Business Management
Ameriprise Financial January 2009 - Present
NOVON Consulting January 1999 - Present
Raymond James January 2008 - November 2008
Prudential Insurance January 1989 - January 1999
Education
North Hennepin Community College 1986 — 1988
In-progress, Business Management
Dennis Klaeser's Raymond James Experience April 2009 - May 2010
Job Chief Financial Officer at Talmer Bancorp, Inc.
Industry Banking
Experience
Talmer Bank & Trust, formerly First Michigan Bank May 2010 - Present
Raymond James April 2009 - May 2010
PrivateBancorp, Inc. April 2003 - March 2009
The PrivateBank and Trust Company 2003 - 2009
Arthur Andersen Corporate Finance 2000 - 2002
EVEREN Securities 1994 - 2000
Skills
Mergers, Commercial Lending, Restructuring, Banking, Credit, Financial Analysis, Risk Management, Due Diligence, Loans, Financial Modeling, Portfolio Management, Financial Reporting, Financial Risk, Asset Managment, Investments, Capital Markets, Finance, Derivatives, Cash Management, Corporate Finance, Mergers & Acquisitions, Strategic Financial..., Internal Controls
Education
Northwestern University - Kellogg School of Management 1988 — 1991
MBA, Finance and Management Policy
The University of Chicago 1981 — 1982
M.A., Public Policy
Lawrence University 1976 — 1980
B.A., Liberal Arts
Talmer Bank & Trust, formerly First Michigan Bank May 2010 - Present
Raymond James April 2009 - May 2010
PrivateBancorp, Inc. April 2003 - March 2009
The PrivateBank and Trust Company 2003 - 2009
Arthur Andersen Corporate Finance 2000 - 2002
EVEREN Securities 1994 - 2000
Skills
Mergers, Commercial Lending, Restructuring, Banking, Credit, Financial Analysis, Risk Management, Due Diligence, Loans, Financial Modeling, Portfolio Management, Financial Reporting, Financial Risk, Asset Managment, Investments, Capital Markets, Finance, Derivatives, Cash Management, Corporate Finance, Mergers & Acquisitions, Strategic Financial..., Internal Controls
Education
Northwestern University - Kellogg School of Management 1988 — 1991
MBA, Finance and Management Policy
The University of Chicago 1981 — 1982
M.A., Public Policy
Lawrence University 1976 — 1980
B.A., Liberal Arts
Nick Beckstrom's Raymond James Experience July 2008 - April 2009
Job Territory Account Manager
Industry Information Technology and Services
Experience
Denali Advanced Integration July 2013 - Present
Zones June 2010 - June 2012
Raymond James July 2008 - April 2009
Skills
Salesforce.com, Sales Process, Solution Selling, Account Management, SaaS, Cold Calling, Vendor Management, Unified Communications, Managed Services, Direct Sales, Data Center, Virtualization, Product Marketing, Channel Partners
Education
Normandale Community College
General
Denali Advanced Integration July 2013 - Present
Zones June 2010 - June 2012
Raymond James July 2008 - April 2009
Skills
Salesforce.com, Sales Process, Solution Selling, Account Management, SaaS, Cold Calling, Vendor Management, Unified Communications, Managed Services, Direct Sales, Data Center, Virtualization, Product Marketing, Channel Partners
Education
Normandale Community College
General
Jeff DeBin's Raymond James Experience 2004 - 2005
Job Student at Wayne State University
Industry Logistics and Supply Chain
Experience
Wayne State University January 2014 - Present
Michigan National Mortgage 2005 - 2008
Raymond James 2004 - 2005
Skills
Investments, Marketing, Asset Management, Insurance, Portfolio Management, Negotiation, Financial Analysis, Financial Planning, Mortgage Lending, Banking, Logistics, Customer Service, Sales, Strategic Planning, Public Speaking
Education
Wayne State University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Global Supply Chain Management, Senior
Michigan State University 1997 — 2001
Bachelor of Arts (B.A.), Telecommunications
Wayne State University January 2014 - Present
Michigan National Mortgage 2005 - 2008
Raymond James 2004 - 2005
Skills
Investments, Marketing, Asset Management, Insurance, Portfolio Management, Negotiation, Financial Analysis, Financial Planning, Mortgage Lending, Banking, Logistics, Customer Service, Sales, Strategic Planning, Public Speaking
Education
Wayne State University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Global Supply Chain Management, Senior
Michigan State University 1997 — 2001
Bachelor of Arts (B.A.), Telecommunications
Barrington Miller's Raymond James Experience June 2009 - September 2011
Job Director, Client Listed Services at Canadian Securities Exchange
Industry Financial Services
Experience
Canadian Securities Exchange March 2014 - Present
Canadian Securities Exchange October 2011 - February 2014
Raymond James June 2009 - September 2011
Dundee Securities 2002 - 2009
DundeeWealth Inc 2002 - 2009
Skills
Equity Trading, Equities, Securities, Electronic Trading, Trading Systems, Options, Trading, Capital Markets, Financial Markets, Derivatives, Fixed Income, Bloomberg, Proprietary Trading, ETFs, Equity Derivatives, Hedge Funds, Trading Strategies, Mutual Funds, Market Making, Wealth Management, Risk Management, Investment Strategies
Education
Princeton University 1992 — 1996
B.A., English
Canadian Securities Exchange March 2014 - Present
Canadian Securities Exchange October 2011 - February 2014
Raymond James June 2009 - September 2011
Dundee Securities 2002 - 2009
DundeeWealth Inc 2002 - 2009
Skills
Equity Trading, Equities, Securities, Electronic Trading, Trading Systems, Options, Trading, Capital Markets, Financial Markets, Derivatives, Fixed Income, Bloomberg, Proprietary Trading, ETFs, Equity Derivatives, Hedge Funds, Trading Strategies, Mutual Funds, Market Making, Wealth Management, Risk Management, Investment Strategies
Education
Princeton University 1992 — 1996
B.A., English
Alan Hughes, ChFC's Raymond James Experience April 1997 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James April 1997 - Present
American Express Financial Advisors October 1987 - April 1997
Education
The American College 1991 — 1993
Chartered Financial Consultant
North Carolina State University 1981 — 1985
Busines Management/Accounting
Raymond James April 1997 - Present
American Express Financial Advisors October 1987 - April 1997
Education
The American College 1991 — 1993
Chartered Financial Consultant
North Carolina State University 1981 — 1985
Busines Management/Accounting
Jeanice Harring's Raymond James Experience July 1994 - Present
Job Financial Advisor, WMS
Industry Financial Services
Experience
Raymond James July 1994 - Present
Skills
Retirement Planning, Financial Planning, Series 7, Investment Advisory, Retirement, Wealth Management, Wealth Transfer, Asset Allocation, Alternative Investments, Investment Strategies, Mutual Funds, Insurance Planning, Asset Management
Education
Northwest Missouri State University
Master’s Degree, Educational Counseling, K-12
Raymond James July 1994 - Present
Skills
Retirement Planning, Financial Planning, Series 7, Investment Advisory, Retirement, Wealth Management, Wealth Transfer, Asset Allocation, Alternative Investments, Investment Strategies, Mutual Funds, Insurance Planning, Asset Management
Education
Northwest Missouri State University
Master’s Degree, Educational Counseling, K-12
Chuck Hessler's Raymond James Experience March 2009 - Present
Job Sr. Vice President, Investments Raymond James
Industry Financial Services
Experience
Raymond James March 2009 - Present
Ranken Jordan - A Pediatric Specialty Hospital August 2012 - Present
A. G. Edwards December 1988 - March 2009
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 63, Asset Allocation, Strategic Financial..., Investment Advisory, Retirement, Portfolio Management, Securities, Equities, Financial Advisory, Fixed Annuities
Education
Missouri State University
Finance
Raymond James March 2009 - Present
Ranken Jordan - A Pediatric Specialty Hospital August 2012 - Present
A. G. Edwards December 1988 - March 2009
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 63, Asset Allocation, Strategic Financial..., Investment Advisory, Retirement, Portfolio Management, Securities, Equities, Financial Advisory, Fixed Annuities
Education
Missouri State University
Finance
Ross Koenig's Raymond James Experience July 2010 - July 2012
Job Associate at RCP Advisors
Industry Financial Services
Experience
RCP Advisors July 2014 - Present
RCP Advisors September 2012 - June 2014
Raymond James July 2010 - July 2012
RCP Advisors 2008 - 2010
Citi June 2009 - August 2009
Education
Northwestern University 2006 — 2010
BA, Economics, MMSS, Finance
Northwestern University 2006 — 2010
Bachelor's degree, Economics
RCP Advisors July 2014 - Present
RCP Advisors September 2012 - June 2014
Raymond James July 2010 - July 2012
RCP Advisors 2008 - 2010
Citi June 2009 - August 2009
Education
Northwestern University 2006 — 2010
BA, Economics, MMSS, Finance
Northwestern University 2006 — 2010
Bachelor's degree, Economics
Cameron Torre's Raymond James Experience August 2008 - November 2012
Job Project Manager at Maestro
Industry Computer Software
Experience
Maestro April 2014 - Present
Cole Gavlas, PC December 2012 - April 2014
Raymond James August 2008 - November 2012
Skills
Series 7, Strategic Financial..., Finance, Financial Analysis, Business Development, Accounting, Project Management, Asset Management, Planning Budgeting &..., Tax Accounting, Financial Modeling, Business Process..., Sales Analysis, Strategic Planning, Microsoft Excel, Financial Planning, Microsoft Office, Leadership, Management, Budgets, Team Building, Go-to-market Strategy
Education
Western Michigan University - Haworth College of Business 2010 — 2012
M.S.A, Accounting
Michigan State University 2004 — 2008
BA, Economics
Maestro April 2014 - Present
Cole Gavlas, PC December 2012 - April 2014
Raymond James August 2008 - November 2012
Skills
Series 7, Strategic Financial..., Finance, Financial Analysis, Business Development, Accounting, Project Management, Asset Management, Planning Budgeting &..., Tax Accounting, Financial Modeling, Business Process..., Sales Analysis, Strategic Planning, Microsoft Excel, Financial Planning, Microsoft Office, Leadership, Management, Budgets, Team Building, Go-to-market Strategy
Education
Western Michigan University - Haworth College of Business 2010 — 2012
M.S.A, Accounting
Michigan State University 2004 — 2008
BA, Economics
Julie Zaiter's Raymond James Experience September 2014 - Present
Job Marketing and Social Media
Industry Financial Services
Experience
Raymond James September 2014 - Present
Dow Corning October 2008 - January 2013
Dow Corning August 2005 - October 2008
Skills
Logistics, Six Sigma, SAP, Supply Chain Management, Supply Chain, Process Improvement, Supply Chain..., SAP R/3, MRP, Cross-functional Team..., Continuous Improvement, SAP BW, SAP ERP, SAP MM, Supply Management, Transportation..., ERP, Transportation, Warehouse Management, Leadership, Management
Education
Michigan State University 1995 — 1997
Suppply Chain Management
Raymond James September 2014 - Present
Dow Corning October 2008 - January 2013
Dow Corning August 2005 - October 2008
Skills
Logistics, Six Sigma, SAP, Supply Chain Management, Supply Chain, Process Improvement, Supply Chain..., SAP R/3, MRP, Cross-functional Team..., Continuous Improvement, SAP BW, SAP ERP, SAP MM, Supply Management, Transportation..., ERP, Transportation, Warehouse Management, Leadership, Management
Education
Michigan State University 1995 — 1997
Suppply Chain Management
Leon P Rehak,CPA, MBA's Raymond James Experience April 2004 - Present
Job First Vice President, Investments at Raymond James 515 E. Las Olas Blvd. Suite 800 Ft. Lauderdale, FL 33301 954847527
Industry Financial Services
Experience
Raymond James April 2004 - Present
Skills
Investment Advisory, Investment Strategies, Asset Allocation, Portfolio Management, Wealth Management, Financial Modeling, Alternative Investments, Financial Analysis, Investment Management, Equities, Financial Planning, Series 63, Asset Management, Fixed Income, Hedge Funds, Retirement, Series 65, Wealth Management..., ETFs, Estate Planning, IRAs, 401k, Bonds, Wealth, Equity Valuation, Financial Planners, 401k Rollovers, FINRA, High Net Worth..., Capital Markets, Investment Banking, Fixed Annuities, Insurance, Financial Services, Wealth Accumulation, Financial Markets, 529 Plans, Trading, Options, Risk Management, Personal Finance, Municipal Bonds, College Savings Plans, Pensions
Education
Northwestern University 1989 — 1991
Master of Business Administration (M.B.A.), Economics and Finance, 4.25
Raymond James April 2004 - Present
Skills
Investment Advisory, Investment Strategies, Asset Allocation, Portfolio Management, Wealth Management, Financial Modeling, Alternative Investments, Financial Analysis, Investment Management, Equities, Financial Planning, Series 63, Asset Management, Fixed Income, Hedge Funds, Retirement, Series 65, Wealth Management..., ETFs, Estate Planning, IRAs, 401k, Bonds, Wealth, Equity Valuation, Financial Planners, 401k Rollovers, FINRA, High Net Worth..., Capital Markets, Investment Banking, Fixed Annuities, Insurance, Financial Services, Wealth Accumulation, Financial Markets, 529 Plans, Trading, Options, Risk Management, Personal Finance, Municipal Bonds, College Savings Plans, Pensions
Education
Northwestern University 1989 — 1991
Master of Business Administration (M.B.A.), Economics and Finance, 4.25
Jayson Bedford's Raymond James Experience February 2006 - Present
Job Sr. Vice President at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James February 2006 - Present
Adams Harkness September 2000 - February 2006
Advest, Inc. March 2000 - September 2000
Education
University of Massachusetts, Amherst 1997 — 2000
Master of Business Administration (MBA), Finance
Michigan State University 1991 — 1995
Bachelor of Arts (B.A.), General Business
Raymond James February 2006 - Present
Adams Harkness September 2000 - February 2006
Advest, Inc. March 2000 - September 2000
Education
University of Massachusetts, Amherst 1997 — 2000
Master of Business Administration (MBA), Finance
Michigan State University 1991 — 1995
Bachelor of Arts (B.A.), General Business
Paul Seneker's Raymond James Experience January 2010 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James January 2010 - Present
Skills
Strategic Financial..., Business Strategy, Finance, Estate Planning, Asset Management, Investments, Financial Advisory, Securities, Tax
Education
Middle Tennessee State University
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond James January 2010 - Present
Skills
Strategic Financial..., Business Strategy, Finance, Estate Planning, Asset Management, Investments, Financial Advisory, Securities, Tax
Education
Middle Tennessee State University
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS