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
Sheila Jacobs, CFP® Sheila Jacobs, CFP®'s Raymond James Experience January 2004 - June 2007
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2013 - Present
Life & Money Consulting, LLC June 2009 - November 2013
A.G. Edwards & Sons, Inc. 2007 - 2009
Raymond James January 2004 - June 2007
A.G. Edwards & Sons, Inc. March 1997 - August 2004
Skills
Asset Allocation, Insurance, 401k Rollovers, Investment Planning, Multi-Generational..., Retirement Plan..., Retirement Planning, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1989
BA, Economics
American College
CERTIFIED FINANCIAL PLANNER™, Chartered Advisor in Philanthropy®
Union High School
Wells Fargo Advisors, LLC November 2013 - Present
Life & Money Consulting, LLC June 2009 - November 2013
A.G. Edwards & Sons, Inc. 2007 - 2009
Raymond James January 2004 - June 2007
A.G. Edwards & Sons, Inc. March 1997 - August 2004
Skills
Asset Allocation, Insurance, 401k Rollovers, Investment Planning, Multi-Generational..., Retirement Plan..., Retirement Planning, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1989
BA, Economics
American College
CERTIFIED FINANCIAL PLANNER™, Chartered Advisor in Philanthropy®
Union High School
Alyse Stucker Alyse Stucker's Raymond James Experience 2013 - Present
Job Branch Marketing Assistant at Raymond James
Industry Public Relations and Communications
Experience
Raymond James 2013 - Present
Gap Inc./Old Navy July 2008 - July 2012
Hosmer Center of Entrepreneurship & Innovation November 2010 - May 2011
Innovation X January 2009 - May 2009
Skills
Communication, Public Speaking, Organizational..., Social Media, Leadership, Fundraising, Advertising, Time Management, Training, Social Networking, Customer Service, Event Planning, Sales, Event Management, Community Outreach
Education
Spring Arbor University 2009 — 2013
Bachelor of Science, Advertising and Public Relations, Event Planning
Raymond James 2013 - Present
Gap Inc./Old Navy July 2008 - July 2012
Hosmer Center of Entrepreneurship & Innovation November 2010 - May 2011
Innovation X January 2009 - May 2009
Skills
Communication, Public Speaking, Organizational..., Social Media, Leadership, Fundraising, Advertising, Time Management, Training, Social Networking, Customer Service, Event Planning, Sales, Event Management, Community Outreach
Education
Spring Arbor University 2009 — 2013
Bachelor of Science, Advertising and Public Relations, Event Planning
![Jessica Oliva [Boling]](https://cdn.bearsofficialsstore.com/li/webp/60612428.webp)
Jessica Oliva [Boling] Jessica Oliva [Boling]'s Raymond James Experience March 2004 - December 2009
Job RRS at The Villages at Fort Irwin
Industry Consumer Services
Experience
American Management Services July 2013 - Present
Picerne Military Housing April 2010 - November 2012
Raymond James March 2004 - December 2009
Victoria's Secret 2007 - 2008
Skills
Microsoft Office, SharePoint, Windows, Microsoft Excel, Customer Service, Yardi Voyager, Yardi MilCentral, Microsoft Word, Microsoft Publisher, Microsoft Powerpoint, Active Directory, Visio, Vendor Management, Software Documentation, SQL, Process Improvement, Software Development
Education
University of South Florida 2007 — 2009
B.S., Business Management
St. Petersburg College 2006 — 2008
A.A., Business
American Management Services July 2013 - Present
Picerne Military Housing April 2010 - November 2012
Raymond James March 2004 - December 2009
Victoria's Secret 2007 - 2008
Skills
Microsoft Office, SharePoint, Windows, Microsoft Excel, Customer Service, Yardi Voyager, Yardi MilCentral, Microsoft Word, Microsoft Publisher, Microsoft Powerpoint, Active Directory, Visio, Vendor Management, Software Documentation, SQL, Process Improvement, Software Development
Education
University of South Florida 2007 — 2009
B.S., Business Management
St. Petersburg College 2006 — 2008
A.A., Business
David M. Lucas David M. Lucas's Raymond James Experience January 2011 - Present
Job Branch Manager/Senior Vice President, Investments
Industry Investment Management
Experience
Raymond James January 2011 - Present
Wells Fargo Advisors July 2000 - January 2011
Pruneyard Financal October 1995 - July 2000
Everan Securities August 1982 - October 1995
Morgan Stanley April 1977 - August 1982
Skills
Securities, Investments, Financial Advisory, Portfolio Management, Wealth Management, Asset Management, Equities, Mutual Funds, Risk Management
Education
San Jose State University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government
Leland High School 1968 — 1970
Raymond James January 2011 - Present
Wells Fargo Advisors July 2000 - January 2011
Pruneyard Financal October 1995 - July 2000
Everan Securities August 1982 - October 1995
Morgan Stanley April 1977 - August 1982
Skills
Securities, Investments, Financial Advisory, Portfolio Management, Wealth Management, Asset Management, Equities, Mutual Funds, Risk Management
Education
San Jose State University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government
Leland High School 1968 — 1970
Will Nalty Will Nalty's Raymond James Experience May 2009 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James May 2009 - Present
Smith Barney June 1998 - May 2009
Whitney National Bank June 1996 - May 1998
Skills
Investments, Estate Planning, Retirement Planning, Insurance, Financial Advisory, Fixed Annuities, Securities, Finance, Banking, Financial Planners, Wealth Management..., FINRA, Wealth Management, Wealth, Portfolio Management, Strategic Planning, Financial Analysis, Mutual Funds, Series 7, Equities, Asset Allocation, Financial Services
Education
University of New Orleans 1995 — 1997
Master of Business Administration (MBA), Finance, General
Spring Hill College 1991 — 1995
Bachelor of Science (BS), Mathematics
Raymond James May 2009 - Present
Smith Barney June 1998 - May 2009
Whitney National Bank June 1996 - May 1998
Skills
Investments, Estate Planning, Retirement Planning, Insurance, Financial Advisory, Fixed Annuities, Securities, Finance, Banking, Financial Planners, Wealth Management..., FINRA, Wealth Management, Wealth, Portfolio Management, Strategic Planning, Financial Analysis, Mutual Funds, Series 7, Equities, Asset Allocation, Financial Services
Education
University of New Orleans 1995 — 1997
Master of Business Administration (MBA), Finance, General
Spring Hill College 1991 — 1995
Bachelor of Science (BS), Mathematics
Eneasz Kadziela, CFA, CAIA Eneasz Kadziela, CFA, CAIA's Raymond James Experience February 2011 - October 2011
Job Investment Officer Private Equity at NYC Retirement Systems
Industry Venture Capital & Private Equity
Experience
NYC Retirement Systems March 2015 - Present
Small Business Investor Alliance October 2012 - March 2015
Cross Research Group October 2011 - July 2012
Raymond James February 2011 - October 2011
Complete Solutions October 2009 - October 2010
Skills
Financial Modeling, Statistical Data..., Econometrics, Equity Valuation, Portfolio Management, Business Development, Economic Research, Equity Research, Microsoft Excel, Private Equity, Alternative Investments, Fixed Income, Derivatives, Trading, Corporate Finance, Venture Capital, Capital Markets, Investment Banking, Finance, Hedge Funds, Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
NYC Retirement Systems March 2015 - Present
Small Business Investor Alliance October 2012 - March 2015
Cross Research Group October 2011 - July 2012
Raymond James February 2011 - October 2011
Complete Solutions October 2009 - October 2010
Skills
Financial Modeling, Statistical Data..., Econometrics, Equity Valuation, Portfolio Management, Business Development, Economic Research, Equity Research, Microsoft Excel, Private Equity, Alternative Investments, Fixed Income, Derivatives, Trading, Corporate Finance, Venture Capital, Capital Markets, Investment Banking, Finance, Hedge Funds, Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
Mark W. Teed Mark W. Teed's Raymond James Experience September 2012 - Present
Job Investment Management, Financial Advising, Mutual Funds, Stocks, Bonds, 401K Rollovers, Financial Independence
Industry Financial Services
Experience
Raymond James September 2012 - Present
Wells Fargo Advisors 1986 - 2012
MassMutual Financial Group 1983 - 1986
Aetna 1980 - 1983
Skills
Investments, Portfolio Management, Strategic Financial..., Asset Management, Investment Strategies, Financial Advisory, Securities, Retirement Planning, Financial Services, Series 7, Mutual Funds, Bonds, Investment Advisory, Stocks, 401k Rollovers, Asset Managment
Education
Springfield College 1975 — 1979
Bachelor of Science (B.S.)
Suffield Academy 1971 — 1975
Raymond James September 2012 - Present
Wells Fargo Advisors 1986 - 2012
MassMutual Financial Group 1983 - 1986
Aetna 1980 - 1983
Skills
Investments, Portfolio Management, Strategic Financial..., Asset Management, Investment Strategies, Financial Advisory, Securities, Retirement Planning, Financial Services, Series 7, Mutual Funds, Bonds, Investment Advisory, Stocks, 401k Rollovers, Asset Managment
Education
Springfield College 1975 — 1979
Bachelor of Science (B.S.)
Suffield Academy 1971 — 1975
Ele Jordan's Raymond James Experience April 2013 - Present
Job Branch Manager at Raymond James
Industry Investment Management
Experience
Raymond James April 2013 - Present
Morgan Keegan August 1992 - April 2013
Education
St. Edward's University
Texas A&M University-Corpus Christi
Raymond James April 2013 - Present
Morgan Keegan August 1992 - April 2013
Education
St. Edward's University
Texas A&M University-Corpus Christi
Robert Shy, AIF®, AWMA® Robert Shy, AIF®, AWMA®'s Raymond James Experience February 2013 - Present
Job Investment Management Consultant with The Strategic Alliance Group at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan January 1986 - February 2013
Skills
Retirement Plan..., Retirement Income..., Personalized Investment..., Business Continuation..., AIF®, Accredited..., AWMA®, Accredited...
Education
College for Finacial Planning 2009 — 2010
AWMA, Financial Planning / Wealth Management
Center for Fiduciary Excellence 2003 — 2004
AIF, Fiduciary best practices
Southern Methodist University 1981 — 1985
BBA, Finance
Southern Methodist University - Cox School of Business 1981 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance
Memphis University School 1975 — 1981
General HS diploma, Mathematics and Computer Science
Raymond James February 2013 - Present
Morgan Keegan January 1986 - February 2013
Skills
Retirement Plan..., Retirement Income..., Personalized Investment..., Business Continuation..., AIF®, Accredited..., AWMA®, Accredited...
Education
College for Finacial Planning 2009 — 2010
AWMA, Financial Planning / Wealth Management
Center for Fiduciary Excellence 2003 — 2004
AIF, Fiduciary best practices
Southern Methodist University 1981 — 1985
BBA, Finance
Southern Methodist University - Cox School of Business 1981 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance
Memphis University School 1975 — 1981
General HS diploma, Mathematics and Computer Science
David Aquino David Aquino's Raymond James Experience May 2009 - June 2010
Job Senior Audit Associate at Citrin Cooperman
Industry Accounting
Experience
Citrin Cooperman February 2015 - Present
Grant Thornton LLP October 2011 - February 2015
Grant Thornton LLP June 2010 - August 2010
Raymond James May 2009 - June 2010
Wachovia Securities, LLC June 2008 - May 2009
RSM McGladrey June 2004 - September 2004
Skills
Accounting, Auditing, Excel, Tax, Finance, PowerPoint, Microsoft Excel, Internal Controls, Financial Accounting, Financial Reporting, Financial Analysis, GAAP, US GAAP, Microsoft Office, Sarbanes-Oxley Act, SEC Filings
Education
Saint Joseph's University 2007 — 2011
BS, Accounting, Finance
Saint Joseph's University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Citrin Cooperman February 2015 - Present
Grant Thornton LLP October 2011 - February 2015
Grant Thornton LLP June 2010 - August 2010
Raymond James May 2009 - June 2010
Wachovia Securities, LLC June 2008 - May 2009
RSM McGladrey June 2004 - September 2004
Skills
Accounting, Auditing, Excel, Tax, Finance, PowerPoint, Microsoft Excel, Internal Controls, Financial Accounting, Financial Reporting, Financial Analysis, GAAP, US GAAP, Microsoft Office, Sarbanes-Oxley Act, SEC Filings
Education
Saint Joseph's University 2007 — 2011
BS, Accounting, Finance
Saint Joseph's University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Bruce G. Crawford Bruce G. Crawford's Raymond James Experience March 1997 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James March 1997 - Present
L.A. Bernard & Associates 1991 - 1997
Thompson & Knight LLP 1986 - 1991
First City National Bank of Houston 1978 - 1986
Skills
Investments, Portfolio Management, Securities, Financial Advisory, Wealth Management, Investment Strategies, Private Equity, Alternative Investments, Risk Management, Finance, Financial Services, Management
Education
University of Houston Law Center 1985 — 1987
Doctor of Law (JD)
South Texas College of Law 1984 — 1985
University of Pennsylvania 1974 — 1978
Bachelor of Arts (BA), Political Science and Government
St. John's School 1962 — 1974
Raymond James March 1997 - Present
L.A. Bernard & Associates 1991 - 1997
Thompson & Knight LLP 1986 - 1991
First City National Bank of Houston 1978 - 1986
Skills
Investments, Portfolio Management, Securities, Financial Advisory, Wealth Management, Investment Strategies, Private Equity, Alternative Investments, Risk Management, Finance, Financial Services, Management
Education
University of Houston Law Center 1985 — 1987
Doctor of Law (JD)
South Texas College of Law 1984 — 1985
University of Pennsylvania 1974 — 1978
Bachelor of Arts (BA), Political Science and Government
St. John's School 1962 — 1974
Jose C Zuniga, AAMS®, MBA Jose C Zuniga, AAMS®, MBA's Raymond James Experience May 2004 - Present
Job Vice President Investments, Financial Advisor
Industry Investment Management
Experience
Raymond James May 2004 - Present
Wycliffe Bible Translators January 2014 - Present
First Alliance Church - Orlando 2006 - Present
Hunter Lojack October 2002 - April 2003
ExxonMobil December 1990 - February 2002
Skills
Portfolio Management, Personal Financial..., Estate Planning, Retirement Planning, Investment Advisory, College Education..., Risk Management, Business Succession, Long Term Care Insurance, Disability Insurance, Life Insurance..., Financial Modeling, Wealth Management, Communication, Insurance, Strategic Financial..., Series 63, Investment Strategies, Life Insurance, Investments, Valuation, Retirement, Mutual Funds, Leadership, Securities, Wealth, 401k, Succession Planning, Banking, Financial Advisory, Financial Analysis, IRAs, Alternative Investments, Asset Management, Loans, Credit, Small Business, ETFs, Bonds, Start-ups, Asset Allocation, Commercial Lending, Cash Management, Long-term Care, Finance, Financial Services, Financial Planners, Equities, Series 7, Pensions
Education
Rollins College - Crummer Graduate School of Business 2003 — 2004
Master of Business Administration (MBA), Finance, 3.9
Universidad Nacional de Ingeniería 1979 — 1986
Professional Mechanic Engineer, BS, Mechanic Engineering, Fifth Superior
LIceo Naval Almirante Guise 1966 — 1977
HIgh School
Raymond James May 2004 - Present
Wycliffe Bible Translators January 2014 - Present
First Alliance Church - Orlando 2006 - Present
Hunter Lojack October 2002 - April 2003
ExxonMobil December 1990 - February 2002
Skills
Portfolio Management, Personal Financial..., Estate Planning, Retirement Planning, Investment Advisory, College Education..., Risk Management, Business Succession, Long Term Care Insurance, Disability Insurance, Life Insurance..., Financial Modeling, Wealth Management, Communication, Insurance, Strategic Financial..., Series 63, Investment Strategies, Life Insurance, Investments, Valuation, Retirement, Mutual Funds, Leadership, Securities, Wealth, 401k, Succession Planning, Banking, Financial Advisory, Financial Analysis, IRAs, Alternative Investments, Asset Management, Loans, Credit, Small Business, ETFs, Bonds, Start-ups, Asset Allocation, Commercial Lending, Cash Management, Long-term Care, Finance, Financial Services, Financial Planners, Equities, Series 7, Pensions
Education
Rollins College - Crummer Graduate School of Business 2003 — 2004
Master of Business Administration (MBA), Finance, 3.9
Universidad Nacional de Ingeniería 1979 — 1986
Professional Mechanic Engineer, BS, Mechanic Engineering, Fifth Superior
LIceo Naval Almirante Guise 1966 — 1977
HIgh School
Heather Samocki Heather Samocki's Raymond James Experience February 2012 - July 2012
Job Product Launch Manager at L'Oréal
Industry Cosmetics
Experience
L'Oréal July 2015 - Present
L'Oréal July 2014 - September 2015
ybf beauty October 2012 - July 2014
Raymond James February 2012 - July 2012
Packaging and Distribution Resources LLC May 2005 - March 2009
Skills
Marketing, QuickBooks, Invoicing, Outlook, Retail, Forecasting, Microsoft Excel, PowerPoint, Management, Purchasing, Data Entry, Office Management, Bloomberg Terminal, Excel, Outstanding Customer..., Navision, Logistics Management, SAP
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Communication
L'Oréal July 2015 - Present
L'Oréal July 2014 - September 2015
ybf beauty October 2012 - July 2014
Raymond James February 2012 - July 2012
Packaging and Distribution Resources LLC May 2005 - March 2009
Skills
Marketing, QuickBooks, Invoicing, Outlook, Retail, Forecasting, Microsoft Excel, PowerPoint, Management, Purchasing, Data Entry, Office Management, Bloomberg Terminal, Excel, Outstanding Customer..., Navision, Logistics Management, SAP
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Communication
Rob Furney's Raymond James Experience July 2006 - March 2008
Job Account Manager at The TharpeRobbins Company
Industry Consumer Services
Experience
The TharpeRobbins Company May 2012 - Present
North Carolina Transportation Museum August 2013 - September 2014
Atlas Sign Industries February 2012 - May 2012
Fiserv April 2011 - February 2012
Icon Identity Solutions March 2008 - January 2011
Raymond James July 2006 - March 2008
Days Furniture December 1999 - April 2006
Montgomery Wards & Co. November 1996 - December 1999
Skills
Customer Satisfaction, Account Management, Customer Service, Incentive Programs, Program Management, Team Building, Cross-functional Team..., General Ledger, Invoice Processing, Inventory Management, International Shipping, System Testing, Sales, Management, Sales Management, Pricing, Contract Negotiation, Process Scheduler, Training, Budgets, Manufacturing, New Business Development, Strategic Planning, Leadership, Accounting, Business Development, Coaching, Public Speaking, Sales Operations, Operations Management, Project Management, B2B, Purchasing, Marketing
Education
University of South Florida 2000 — 2002
Bachelor of Arts, History and Geography
St. Petersburg College 1997 — 2000
Associate in Arts, Liberal Arts
The TharpeRobbins Company May 2012 - Present
North Carolina Transportation Museum August 2013 - September 2014
Atlas Sign Industries February 2012 - May 2012
Fiserv April 2011 - February 2012
Icon Identity Solutions March 2008 - January 2011
Raymond James July 2006 - March 2008
Days Furniture December 1999 - April 2006
Montgomery Wards & Co. November 1996 - December 1999
Skills
Customer Satisfaction, Account Management, Customer Service, Incentive Programs, Program Management, Team Building, Cross-functional Team..., General Ledger, Invoice Processing, Inventory Management, International Shipping, System Testing, Sales, Management, Sales Management, Pricing, Contract Negotiation, Process Scheduler, Training, Budgets, Manufacturing, New Business Development, Strategic Planning, Leadership, Accounting, Business Development, Coaching, Public Speaking, Sales Operations, Operations Management, Project Management, B2B, Purchasing, Marketing
Education
University of South Florida 2000 — 2002
Bachelor of Arts, History and Geography
St. Petersburg College 1997 — 2000
Associate in Arts, Liberal Arts
Alisha Vollkommer's Raymond James Experience December 2012 - May 2014
Job Junior Copywriter at Publicis Worldwide
Industry Marketing and Advertising
Experience
Publicis February 2015 - Present
Finish Line September 2014 - January 2015
Crispin Porter + Bogusky June 2014 - August 2014
Raymond James December 2012 - May 2014
Fox-Mar Photography June 2012 - September 2012
Skills
Advertising, PowerPoint, Photoshop, Illustrator, Marketing, Microsoft Office, Lightroom, Microsoft Word, Microsoft Excel, Art Direction, Copywriting, Graphic Design, Social Media, Adobe Creative Suite, Excel, Word, InDesign, Mac
Education
Savannah College of Art and Design 2010 — 2014
Bachelor of Fine Arts (BFA), Advertising Design
SCAD - Lacoste, France 2012 — 2012
Study Abroad Fall 2012
Publicis February 2015 - Present
Finish Line September 2014 - January 2015
Crispin Porter + Bogusky June 2014 - August 2014
Raymond James December 2012 - May 2014
Fox-Mar Photography June 2012 - September 2012
Skills
Advertising, PowerPoint, Photoshop, Illustrator, Marketing, Microsoft Office, Lightroom, Microsoft Word, Microsoft Excel, Art Direction, Copywriting, Graphic Design, Social Media, Adobe Creative Suite, Excel, Word, InDesign, Mac
Education
Savannah College of Art and Design 2010 — 2014
Bachelor of Fine Arts (BFA), Advertising Design
SCAD - Lacoste, France 2012 — 2012
Study Abroad Fall 2012
Cory Hall's Raymond James Experience June 2009 - September 2009
Job Credit Derivative Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
General Growth Properties June 2010 - January 2011
Raymond James June 2009 - September 2009
Skills
Fixed Income, Finance, Investments, Equities, Microsoft Excel, Financial Modeling, Economics, Financial Analysis, Derivatives, Financial Reporting, Investment Banking, Portfolio Management, Foreign Exchange, Client Relations Skills, Bank Reconciliation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
BS, Finance
Archbishop Spalding High School 2004 — 2008
High School Diploma
Goldman Sachs July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
General Growth Properties June 2010 - January 2011
Raymond James June 2009 - September 2009
Skills
Fixed Income, Finance, Investments, Equities, Microsoft Excel, Financial Modeling, Economics, Financial Analysis, Derivatives, Financial Reporting, Investment Banking, Portfolio Management, Foreign Exchange, Client Relations Skills, Bank Reconciliation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
BS, Finance
Archbishop Spalding High School 2004 — 2008
High School Diploma
Cristina Gustilo Cristina Gustilo's Raymond James Experience May 1999 - May 2001
Job Executive Assistant at FIS
Industry Information Technology and Services
Experience
FIS December 2007 - Present
GunnAllen Financial December 2001 - November 2007
Raymond James May 1999 - May 2001
Education
St. Ambrose University 1995 — 1999
Bachelor of Arts (B.A.), Business Management & Organization
Ft. Madison Sr. High School
FIS December 2007 - Present
GunnAllen Financial December 2001 - November 2007
Raymond James May 1999 - May 2001
Education
St. Ambrose University 1995 — 1999
Bachelor of Arts (B.A.), Business Management & Organization
Ft. Madison Sr. High School
Jamie Switzer Jamie Switzer's Raymond James Experience 2005 - Present
Job Chairman LGHF Golf Tourney at Lions Gate Hospital Foundation
Industry Financial Services
Experience
Lions Gate Hospital Foundation September 2014 - Present
Raymond James Canada Foundation August 2011 - Present
Raymond James 2005 - Present
TWC/Berkshire 2003 - 2005
ScotiaMcleod 2000 - October 2003
Education
West Vancouver Secondary School 1985 — 1990
Simon Fraser University
Lions Gate Hospital Foundation September 2014 - Present
Raymond James Canada Foundation August 2011 - Present
Raymond James 2005 - Present
TWC/Berkshire 2003 - 2005
ScotiaMcleod 2000 - October 2003
Education
West Vancouver Secondary School 1985 — 1990
Simon Fraser University
Andrew Spillman Andrew Spillman's Raymond James Experience June 2008 - Present
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James June 2008 - Present
UBS Financial Services January 1995 - June 2008
Morgan Stanley July 1992 - December 1994
Education
Southern Methodist University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Raymond James June 2008 - Present
UBS Financial Services January 1995 - June 2008
Morgan Stanley July 1992 - December 1994
Education
Southern Methodist University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Cindy Kube Cindy Kube's Raymond James Experience October 2004 - April 2007
Job Service Request Analyst and Workflow Administrator
Industry Computer Software
Experience
Raymond James Financial April 2007 - Present
Raymond James Financial 2000 - 2008
Raymond James October 2004 - April 2007
St. Petersburg Medical 1983 - 2000
St. Petersburg Medical 1983 - 2000
Skills
Visio, Workflow Analysis, Process Automation, SharePoint, Process Improvement, Requirements Analysis, Troubleshooting, ITIL Certified, Software Documentation, Operating Systems, Business Analysis, Vendor Management, Business Process, Requirements Gathering, Windows Server, IT Management, Technical Support, Systems Analysis, IT Strategy, Microsoft SQL Server, MS Project, PMO, Access, Business Requirements, Databases, Integration, PMP
Education
St. Petersburg College 1982 — 1985
Associate, Business Administration
Northside Christian High Schoool 1974 — 1982
Diploma
Raymond James Financial April 2007 - Present
Raymond James Financial 2000 - 2008
Raymond James October 2004 - April 2007
St. Petersburg Medical 1983 - 2000
St. Petersburg Medical 1983 - 2000
Skills
Visio, Workflow Analysis, Process Automation, SharePoint, Process Improvement, Requirements Analysis, Troubleshooting, ITIL Certified, Software Documentation, Operating Systems, Business Analysis, Vendor Management, Business Process, Requirements Gathering, Windows Server, IT Management, Technical Support, Systems Analysis, IT Strategy, Microsoft SQL Server, MS Project, PMO, Access, Business Requirements, Databases, Integration, PMP
Education
St. Petersburg College 1982 — 1985
Associate, Business Administration
Northside Christian High Schoool 1974 — 1982
Diploma
John Fitzgerald John Fitzgerald's Raymond James Experience June 2007 - September 2010
Job Associate at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital July 2012 - Present
Barclays Capital June 2011 - August 2011
Raymond James June 2007 - September 2010
Grant Prideco June 2006 - August 2006
Education
Yale University - Yale School of Management 2010 — 2012
MBA, Business
Southern Methodist University - Cox School of Business 2003 — 2007
BBA, Finance/Accounting
Barclays Capital July 2012 - Present
Barclays Capital June 2011 - August 2011
Raymond James June 2007 - September 2010
Grant Prideco June 2006 - August 2006
Education
Yale University - Yale School of Management 2010 — 2012
MBA, Business
Southern Methodist University - Cox School of Business 2003 — 2007
BBA, Finance/Accounting
Catherine Hunter Catherine Hunter's Raymond James Experience December 2013 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ at Raymond James
Industry Financial Services
Experience
Raymond James December 2013 - Present
Marx Wealth Management Group at UBS May 2005 - December 2013
Morgan Stanley Smith Barney April 1998 - May 2005
Education
Queens University of Charlotte 2001 — 2003
Financial Planning
The University of Georgia 1992 — 1996
BA, Psychology
concord high school
Raymond James December 2013 - Present
Marx Wealth Management Group at UBS May 2005 - December 2013
Morgan Stanley Smith Barney April 1998 - May 2005
Education
Queens University of Charlotte 2001 — 2003
Financial Planning
The University of Georgia 1992 — 1996
BA, Psychology
concord high school
Jack Pietri Jack Pietri's Raymond James Experience March 1993 - Present
Job Senior Vice President at Raymond James
Industry Investment Management
Experience
Raymond James March 1993 - Present
L2C, Inc. 2000 - 2013
compliance 360 2000 - 2010
Vivigen, Inc April 1989 - October 1990
IBM June 1960 - June 1987
Skills
Retirement Planning, Wealth Management..., Asset Allocation, Investment Strategies, Alternative Investments, Wealth Management, Investment Advisory, Investments, Mutual Funds, Financial Advisory, Strategic Financial..., Portfolio Management, Wealth, Asset Management, Retirement, Asset Managment, Equities
Education
Rice University 1955 — 1960
Bachelor of Science (BS), Mechanical Engineering
brookings institution.
Raymond James March 1993 - Present
L2C, Inc. 2000 - 2013
compliance 360 2000 - 2010
Vivigen, Inc April 1989 - October 1990
IBM June 1960 - June 1987
Skills
Retirement Planning, Wealth Management..., Asset Allocation, Investment Strategies, Alternative Investments, Wealth Management, Investment Advisory, Investments, Mutual Funds, Financial Advisory, Strategic Financial..., Portfolio Management, Wealth, Asset Management, Retirement, Asset Managment, Equities
Education
Rice University 1955 — 1960
Bachelor of Science (BS), Mechanical Engineering
brookings institution.
Seth Elbaum's Raymond James Experience January 2007 - June 2007
Job VP Correspondent Regional Sales Manager West and South Regions BOKF
Industry Financial Services
Experience
BOK Financial November 2013 - Present
Stearns Lending November 2011 - November 2013
Bank of America July 2007 - November 2011
Raymond James January 2007 - June 2007
UBS January 2007 - June 2007
Lehman Brothers August 2006 - December 2006
Skills
Banking, Finance, Relationship Management, Credit Risk, Mortgage Banking, Sales, Management, Real Estate, Wealth Management, Accounting, Credit, Options, Time Management, Credit Analysis, Customer Service, FHA, Financial Analysis, Financial Services, Funding, Loans, Portfolio Management, Qualifying Prospects
Education
Rollins College 2003 — 2007
BA, Economics
Needham High School 2000 — 2003
BOK Financial November 2013 - Present
Stearns Lending November 2011 - November 2013
Bank of America July 2007 - November 2011
Raymond James January 2007 - June 2007
UBS January 2007 - June 2007
Lehman Brothers August 2006 - December 2006
Skills
Banking, Finance, Relationship Management, Credit Risk, Mortgage Banking, Sales, Management, Real Estate, Wealth Management, Accounting, Credit, Options, Time Management, Credit Analysis, Customer Service, FHA, Financial Analysis, Financial Services, Funding, Loans, Portfolio Management, Qualifying Prospects
Education
Rollins College 2003 — 2007
BA, Economics
Needham High School 2000 — 2003
Ken Allman Ken Allman's Raymond James Experience November 2014 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James November 2014 - Present
Wells Fargo Advisors,LLC October 1983 - November 2014
Skills
Investments, Series 7, Wealth Management, Retirement Planning, Strategic Planning, Finance, Multi-generational..., 401(k) Rollovers, Investment Planning, Financial Advisory
Education
Shippensburg University of Pennsylvania 1972 — 1977
BS, Business Administration
Raymond James November 2014 - Present
Wells Fargo Advisors,LLC October 1983 - November 2014
Skills
Investments, Series 7, Wealth Management, Retirement Planning, Strategic Planning, Finance, Multi-generational..., 401(k) Rollovers, Investment Planning, Financial Advisory
Education
Shippensburg University of Pennsylvania 1972 — 1977
BS, Business Administration
Jennifer Gleason Jennifer Gleason's Raymond James Experience October 2011 - November 2013
Job Asset ManagementInstitutional research analyst
Industry Financial Services
Experience
Raymond James Financial Inc. November 2013 - Present
Raymond James October 2011 - November 2013
The Home Depot July 2007 - August 2010
Skills
Management, Leadership, Time Management, Customer Service, Research, Strategic Financial..., Asset Management, Project Planning, Financial Services, Microsoft Excel, Merchandising, Forecasting, Budgets, Sales Management, Cash Management, Financial Analysis, Banking, Retail, Income Statement, Analysis
Education
St. Petersburg College 2006 — 2011
Bachelors of International Business, Business, 3.5+
Raymond James Financial Inc. November 2013 - Present
Raymond James October 2011 - November 2013
The Home Depot July 2007 - August 2010
Skills
Management, Leadership, Time Management, Customer Service, Research, Strategic Financial..., Asset Management, Project Planning, Financial Services, Microsoft Excel, Merchandising, Forecasting, Budgets, Sales Management, Cash Management, Financial Analysis, Banking, Retail, Income Statement, Analysis
Education
St. Petersburg College 2006 — 2011
Bachelors of International Business, Business, 3.5+
Kent Woodard Kent Woodard's Raymond James Experience July 2005 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James July 2005 - Present
Legg Mason January 2000 - July 2005
Merrill. Lynch January 1992 - December 2000
First City National Bank of Houston January 1974 - October 1991
Skills
Wealth Management..., Finance, Management, Financial Services, Project Planning, Financial Analysis, Tax, Commercial Lending, Corporate Finance, Credit Analysis, Risk Management, Financial Structuring, Commercial Banking
Education
The University of Texas at Austin 1968 — 1972
BBA, Finance/Marketing
Thunderbird School of Global Management 1972 — 1973
MIM, International Management
Culver Military Academy 1964 — 1968
Southern Methodist University 1985 — 1988
Southwestern Graduate School of Banking, Banking
Raymond James July 2005 - Present
Legg Mason January 2000 - July 2005
Merrill. Lynch January 1992 - December 2000
First City National Bank of Houston January 1974 - October 1991
Skills
Wealth Management..., Finance, Management, Financial Services, Project Planning, Financial Analysis, Tax, Commercial Lending, Corporate Finance, Credit Analysis, Risk Management, Financial Structuring, Commercial Banking
Education
The University of Texas at Austin 1968 — 1972
BBA, Finance/Marketing
Thunderbird School of Global Management 1972 — 1973
MIM, International Management
Culver Military Academy 1964 — 1968
Southern Methodist University 1985 — 1988
Southwestern Graduate School of Banking, Banking
James Roble James Roble's Raymond James Experience November 2001 - Present
Job Vice President,Investmens CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Raymond James November 2001 - Present
Miller, Johnson & Kuehn Investments June 1984 - November 2001
Education
College of Financial Planning 2003 — 2005
Certified Financial Planner
Stetson University 1982 — 1984
Bachelor of Business Administration
St. Petersburg College 1980 — 1982
Associates in Arts
Raymond James November 2001 - Present
Miller, Johnson & Kuehn Investments June 1984 - November 2001
Education
College of Financial Planning 2003 — 2005
Certified Financial Planner
Stetson University 1982 — 1984
Bachelor of Business Administration
St. Petersburg College 1980 — 1982
Associates in Arts
Scott Casimiri Scott Casimiri's Raymond James Experience August 2010 - January 2013
Job Public Finance/Fixed Income Compliance at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2014 - Present
Raymond James & Associates February 2013 - January 2014
Raymond James August 2010 - January 2013
Raymond James Financial April 2006 - July 2010
Raymond James Financial 2000 - 2006
Skills
Mutual Funds, Series 7, Financial Advisory, Investment Advisory, Finance, Securities, Wealth Management, Series 63, Investments, Retirement Planning, FINRA, Series 24, Asset Management, Uniform Combined State..., Financial Services
Education
University of South Florida 2011 — 2013
Master of Business Administration (MBA)
St. Petersburg College 2009 — 2010
Bachelors, Banking
Raymond James Financial Inc. January 2014 - Present
Raymond James & Associates February 2013 - January 2014
Raymond James August 2010 - January 2013
Raymond James Financial April 2006 - July 2010
Raymond James Financial 2000 - 2006
Skills
Mutual Funds, Series 7, Financial Advisory, Investment Advisory, Finance, Securities, Wealth Management, Series 63, Investments, Retirement Planning, FINRA, Series 24, Asset Management, Uniform Combined State..., Financial Services
Education
University of South Florida 2011 — 2013
Master of Business Administration (MBA)
St. Petersburg College 2009 — 2010
Bachelors, Banking
Jessica Van Wormer Jessica Van Wormer's Raymond James Experience May 2011 - Present
Job Raymond James
Industry Financial Services
Experience
Raymond James May 2011 - Present
Skills
Series 7, Mutual Funds, Wealth Management, Investment Advisory
Education
University of South Florida - College of Business Administration 2009 — 2014
Bachelor of Science, Business
North East High School
St. Petersburg College
2008 A.A.S, Business Admin & Mgmt
Raymond James May 2011 - Present
Skills
Series 7, Mutual Funds, Wealth Management, Investment Advisory
Education
University of South Florida - College of Business Administration 2009 — 2014
Bachelor of Science, Business
North East High School
St. Petersburg College
2008 A.A.S, Business Admin & Mgmt
Max Mason's Raymond James Experience August 1997 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James August 1997 - Present
Terra Resources, Inc. January 1970 - August 1990
Skills
Retirement Planning, Investments, Wealth Management, Financial Analysis, Mutual Funds, Asset Management, Series 7, Strategic Planning, Financial Planning, Finance, Risk Management, Estate Planning, Retirement, Financial Services
Education
Southwestern College 1961 — 1965
BA, Accounting, Tax & Economics
Raymond James August 1997 - Present
Terra Resources, Inc. January 1970 - August 1990
Skills
Retirement Planning, Investments, Wealth Management, Financial Analysis, Mutual Funds, Asset Management, Series 7, Strategic Planning, Financial Planning, Finance, Risk Management, Estate Planning, Retirement, Financial Services
Education
Southwestern College 1961 — 1965
BA, Accounting, Tax & Economics
Adam Preyer's Raymond James Experience June 2015 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James June 2015 - Present
Consolidated Planning, Inc. August 2013 - June 2015
Education
Roanoke College
English
Securities Training Corporation
Series 7 and Series 66
Raymond James June 2015 - Present
Consolidated Planning, Inc. August 2013 - June 2015
Education
Roanoke College
English
Securities Training Corporation
Series 7 and Series 66
Kelsey Nielsen Kelsey Nielsen's Raymond James Experience October 2013 - Present
Job Executive Assistant and Marketing/Social Media Manager at the Cavanaugh Group of Raymond James
Industry Primary/Secondary Education
Experience
Raymond James October 2013 - Present
Education
Seattle Pacific University 2009 — 2013
Bachelor of Arts (BA), History
Torrey Pines High School 2005 — 2009
Raymond James October 2013 - Present
Education
Seattle Pacific University 2009 — 2013
Bachelor of Arts (BA), History
Torrey Pines High School 2005 — 2009
Megan Fluckey Megan Fluckey's Raymond James Experience January 2004 - Present
Job Supervisor at Raymond James
Industry Financial Services
Experience
Raymond James January 2004 - Present
Education
Schoolcraft College
Business
Raymond James January 2004 - Present
Education
Schoolcraft College
Business
Graham Smith, CMA®, CIMA® Graham Smith, CMA®, CIMA®'s Raymond James Experience September 2007 - April 2012
Job Senior Financial and Investment Analyst
Industry Investment Management
Experience
Prometheus Partners (Southeast QSR) April 2013 - Present
Invitation Homes August 2012 - April 2013
Raymond James September 2007 - April 2012
Raymond James July 2005 - August 2007
Primerica Financial Services March 2003 - August 2004
Skills
Portfolio Management, Alternative Investments, Financial Analysis, Financial Modeling, Asset Allocation, Investment Strategies, Wealth Management, Microsoft Excel, Due Diligence, Corporate Finance, Market Analysis, Private Equity, Trusts, Investments, ETFs, Separately Managed..., Financial Reporting, Data Analysis, R, SQL, Process Improvement, BizNet Insight, BizNet Broadcast
Education
University of Tampa - John H. Sykes College of Business 2008 — 2010
Master's Degree, Finance
University of South Florida - College of Business Administration 2003 — 2005
Bachelor's Degree, Finance
St. Petersburg College 2000 — 2002
Associate's Degree, Business
Prometheus Partners (Southeast QSR) April 2013 - Present
Invitation Homes August 2012 - April 2013
Raymond James September 2007 - April 2012
Raymond James July 2005 - August 2007
Primerica Financial Services March 2003 - August 2004
Skills
Portfolio Management, Alternative Investments, Financial Analysis, Financial Modeling, Asset Allocation, Investment Strategies, Wealth Management, Microsoft Excel, Due Diligence, Corporate Finance, Market Analysis, Private Equity, Trusts, Investments, ETFs, Separately Managed..., Financial Reporting, Data Analysis, R, SQL, Process Improvement, BizNet Insight, BizNet Broadcast
Education
University of Tampa - John H. Sykes College of Business 2008 — 2010
Master's Degree, Finance
University of South Florida - College of Business Administration 2003 — 2005
Bachelor's Degree, Finance
St. Petersburg College 2000 — 2002
Associate's Degree, Business
Tim Dijak, WMS Tim Dijak, WMS's Raymond James Experience February 2008 - Present
Job Senior Vice President, Investments Raymond James
Industry Financial Services
Experience
Nouvel Catholic Central November 2014 - Present
Roman Catholic Diocese of Saginaw March 2013 - Present
Nouvel Catholic Central High School Council June 2008 - Present
Raymond James February 2008 - Present
Mid-Michigan Children's Museum August 2007 - March 2012
St. Stephen Church 1960 - 2012
JJB Hilliard, WL Lyons November 1997 - February 2008
Skills
Wealth Management, Investments, Retirement Planning, Wealth, Investment Advisory, Asset Allocation, Strategic Financial..., Retirement, Financial Advisory, Securities, Stockbroking, Small Business, Series 7, Finance, Financial Planning
Education
University of Pennsylvania - The Wharton School 2005 — 2010
SII Certification, Securities Industry Institiute
Kaplan University 2009 — 2009
WMS, Wealth Management Specialist
Saginaw Valley State University 1979 — 1983
BBA, Finance and Economics
Nouvel Catholic Central November 2014 - Present
Roman Catholic Diocese of Saginaw March 2013 - Present
Nouvel Catholic Central High School Council June 2008 - Present
Raymond James February 2008 - Present
Mid-Michigan Children's Museum August 2007 - March 2012
St. Stephen Church 1960 - 2012
JJB Hilliard, WL Lyons November 1997 - February 2008
Skills
Wealth Management, Investments, Retirement Planning, Wealth, Investment Advisory, Asset Allocation, Strategic Financial..., Retirement, Financial Advisory, Securities, Stockbroking, Small Business, Series 7, Finance, Financial Planning
Education
University of Pennsylvania - The Wharton School 2005 — 2010
SII Certification, Securities Industry Institiute
Kaplan University 2009 — 2009
WMS, Wealth Management Specialist
Saginaw Valley State University 1979 — 1983
BBA, Finance and Economics
Mark Rojek's Raymond James Experience August 2009 - Present
Job Financial Advisor / Investment Executive
Industry Financial Services
Experience
Raymond James August 2009 - Present
Walsh University July 2013 - Present
Morgan Stanley Smith Barney 2007 - 2009
Skills
Financial Planning, Retirement Planning, Wealth, Investments, Asset, Tax, Retirement Income..., Wealth Management, 401k Rollovers, Investment Advisory, Asset Management, Charitable Giving, Asset Allocation, Comprehensive Wealth..., Estate Planning, Series 7, Wealth Accumulation, Wealth Preservation, Strategic Financial..., Wealth Management..., Asset Managment, Retirement, Investment Management, Financial Advisory, Financial Planners, Finance
Education
University of Akron School of Law 2002 — 2007
J.D., Taxation, Estate Law
Purdue University - Krannert School of Management 1979 — 1981
M.S., Management, Finance
University at Buffalo 1975 — 1979
B.S., Managmement, Accounting
Walsh University
Raymond James August 2009 - Present
Walsh University July 2013 - Present
Morgan Stanley Smith Barney 2007 - 2009
Skills
Financial Planning, Retirement Planning, Wealth, Investments, Asset, Tax, Retirement Income..., Wealth Management, 401k Rollovers, Investment Advisory, Asset Management, Charitable Giving, Asset Allocation, Comprehensive Wealth..., Estate Planning, Series 7, Wealth Accumulation, Wealth Preservation, Strategic Financial..., Wealth Management..., Asset Managment, Retirement, Investment Management, Financial Advisory, Financial Planners, Finance
Education
University of Akron School of Law 2002 — 2007
J.D., Taxation, Estate Law
Purdue University - Krannert School of Management 1979 — 1981
M.S., Management, Finance
University at Buffalo 1975 — 1979
B.S., Managmement, Accounting
Walsh University
Colleen Rye, PhD Colleen Rye, PhD's Raymond James Experience April 2001 - June 2002
Job Chief, Telehealth Service Line (US Army)
Industry Government Administration
Experience
US Army December 2009 - Present
The Wharton School July 2002 - May 2009
Raymond James April 2001 - June 2002
SunTrust Equitable Securities July 1999 - April 2001
Sewanee 1995 - 1999
The Carter Center 1993 - 1999
Skills
Policy Analysis, Government, Policy, Analysis, Military, Strategy, Public Policy, Army, DoD, Telepresence, Leadership, Healthcare, Cross-functional Team..., Healthcare Management, National Security, Public Health, Investment Banking, Public Speaking
Education
University of Pennsylvania - The Wharton School 2002 — 2009
PhD and MS in Managerial Science and Applied Economics, Health Care Management
Sewanee-The University of the South 1995 — 1999
BA, Economics
US Army December 2009 - Present
The Wharton School July 2002 - May 2009
Raymond James April 2001 - June 2002
SunTrust Equitable Securities July 1999 - April 2001
Sewanee 1995 - 1999
The Carter Center 1993 - 1999
Skills
Policy Analysis, Government, Policy, Analysis, Military, Strategy, Public Policy, Army, DoD, Telepresence, Leadership, Healthcare, Cross-functional Team..., Healthcare Management, National Security, Public Health, Investment Banking, Public Speaking
Education
University of Pennsylvania - The Wharton School 2002 — 2009
PhD and MS in Managerial Science and Applied Economics, Health Care Management
Sewanee-The University of the South 1995 — 1999
BA, Economics
Craig Reed's Raymond James Experience May 2000 - Present
Job First Vice President, Investments
Industry Financial Services
Experience
Raymond James May 2000 - Present
Rolls-Royce May 1996 - May 2000
Education
Purdue University 1995 — 2000
BS, Mechanical Engineering
Raymond James May 2000 - Present
Rolls-Royce May 1996 - May 2000
Education
Purdue University 1995 — 2000
BS, Mechanical Engineering
Nancy Zehr Peavler Nancy Zehr Peavler's Raymond James Experience August 2014 - Present
Job Raymond James and Associates
Industry Financial Services
Experience
Raymond James August 2014 - Present
Seacoast Wealth Management September 1994 - May 2014
Martin County News September 1986 - January 1992
Skills
Investments, Series 7, Series 24, Financial Advisory, Relationship Management, CTFA, Loans, Banking, Commercial Lending, Portfolio Management, Wealth Management, Small Business Lending, Commercial Banking, Credit, Lines Of Credit, Florida Insurance Life,...
Education
Southern Illinois University, Carbondale 1979 — 1983
BS, Speech Communication/Public Relations
Raymond James August 2014 - Present
Seacoast Wealth Management September 1994 - May 2014
Martin County News September 1986 - January 1992
Skills
Investments, Series 7, Series 24, Financial Advisory, Relationship Management, CTFA, Loans, Banking, Commercial Lending, Portfolio Management, Wealth Management, Small Business Lending, Commercial Banking, Credit, Lines Of Credit, Florida Insurance Life,...
Education
Southern Illinois University, Carbondale 1979 — 1983
BS, Speech Communication/Public Relations
Mike Forster's Raymond James Experience January 2010 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James January 2010 - Present
Morgan Keegan 2009 - 2014
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Series 7, Asset Allocation, Wealth Management, Finance, Mutual Funds, Series 63, Retirement, Business Development, Strategic Influence, Social Networking, Creativity Skills, Business Relationship..., Business Relations, Idea Incubation, Strategic Visionary, Encourager, Business Analysis, Business Planning, Business Intelligence, Networking, Retirement Savings, American Politics, Economist
Education
Sewanee-The University of the South 2006 — 2009
Economics, Economics
Saint-Andrews Sewanee
Raymond James January 2010 - Present
Morgan Keegan 2009 - 2014
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Series 7, Asset Allocation, Wealth Management, Finance, Mutual Funds, Series 63, Retirement, Business Development, Strategic Influence, Social Networking, Creativity Skills, Business Relationship..., Business Relations, Idea Incubation, Strategic Visionary, Encourager, Business Analysis, Business Planning, Business Intelligence, Networking, Retirement Savings, American Politics, Economist
Education
Sewanee-The University of the South 2006 — 2009
Economics, Economics
Saint-Andrews Sewanee
Jeanette McCormick's Raymond James Experience December 2008 - February 2010
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Williamson Legacy Group of Wells Fargo Advisors February 2010 - Present
Raymond James December 2008 - February 2010
Wachovia Securities September 2001 - December 2008
Skills
Retirement Planning, Investment Strategies, Mutual Funds, Insurance, 401k, 401k Rollovers, Asset Allocation, Financial Strategies, Stock Market, Financial Services, Financial Advisory, Retirement, Finance, Financial Planning, Portfolio Management, Wealth Management, Securities
Education
Purdue University 1990 — 1994
Bachelor of Science (B.S.), Business Management
Williamson Legacy Group of Wells Fargo Advisors February 2010 - Present
Raymond James December 2008 - February 2010
Wachovia Securities September 2001 - December 2008
Skills
Retirement Planning, Investment Strategies, Mutual Funds, Insurance, 401k, 401k Rollovers, Asset Allocation, Financial Strategies, Stock Market, Financial Services, Financial Advisory, Retirement, Finance, Financial Planning, Portfolio Management, Wealth Management, Securities
Education
Purdue University 1990 — 1994
Bachelor of Science (B.S.), Business Management
Danielle Di Vito Krise, CFP®'s Raymond James Experience January 2007 - Present
Job Associate Vice President, Investments Krise Wealth Management Group of Raymond James
Industry Financial Services
Experience
Raymond James January 2007 - Present
TD Ameritrade March 1999 - December 2006
Skills
Estate Planning, Portfolio Management, Long Term Care Insurance, Wealth Management, Municipal Bonds, Certified Financial..., Retirement Planning, Retirement Income..., Personal Financial..., Series 7, Series 63, Series 65
Education
Rollins College 1995 — 1999
BA, International Relations & Business Administration
Raymond James January 2007 - Present
TD Ameritrade March 1999 - December 2006
Skills
Estate Planning, Portfolio Management, Long Term Care Insurance, Wealth Management, Municipal Bonds, Certified Financial..., Retirement Planning, Retirement Income..., Personal Financial..., Series 7, Series 63, Series 65
Education
Rollins College 1995 — 1999
BA, International Relations & Business Administration
Chris Tharp Chris Tharp's Raymond James Experience June 2010 - September 2011
Job Compliance Officer at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
Raymond James Financial Inc. November 2012 - July 2013
Raymond James Financial Inc. September 2011 - November 2012
Raymond James June 2010 - September 2011
Raymond James Financial Inc. March 2007 - June 2010
Raymond James Financial April 1984 - March 2007
Skills
Cash Management, Business Analysis, Process Improvement, Financial Services, SDLC, Risk Management, Business Process..., Portfolio Management, Financial Analysis, Securities, Strategic Financial..., Banking, Investments, Vendor Management, Mutual Funds, Series 7, Financial Reporting, PMO, Leadership, Visio, SharePoint, Technology Management, PMP, Management, Change Management, Enterprise Software, IT Strategy, Business Process, Requirements Gathering, Operations Management, Requirements Analysis, Business Requirements, Analysis, Software Development, Series 63, Software Project..., Project Portfolio..., Team Leadership, IT Management, Program Management, Business Intelligence, Integration, Product Management, Governance, Testing, Enterprise Architecture, Cross-functional Team..., Business Process..., Strategy, Business Process Design
Education
St. Petersburg College
Accounting and Business/Management
Wharton School of Business,SII program
Securities Industry Institute
Raymond James Financial Inc. October 2013 - Present
Raymond James Financial Inc. November 2012 - July 2013
Raymond James Financial Inc. September 2011 - November 2012
Raymond James June 2010 - September 2011
Raymond James Financial Inc. March 2007 - June 2010
Raymond James Financial April 1984 - March 2007
Skills
Cash Management, Business Analysis, Process Improvement, Financial Services, SDLC, Risk Management, Business Process..., Portfolio Management, Financial Analysis, Securities, Strategic Financial..., Banking, Investments, Vendor Management, Mutual Funds, Series 7, Financial Reporting, PMO, Leadership, Visio, SharePoint, Technology Management, PMP, Management, Change Management, Enterprise Software, IT Strategy, Business Process, Requirements Gathering, Operations Management, Requirements Analysis, Business Requirements, Analysis, Software Development, Series 63, Software Project..., Project Portfolio..., Team Leadership, IT Management, Program Management, Business Intelligence, Integration, Product Management, Governance, Testing, Enterprise Architecture, Cross-functional Team..., Business Process..., Strategy, Business Process Design
Education
St. Petersburg College
Accounting and Business/Management
Wharton School of Business,SII program
Securities Industry Institute
Will Bach, CFP(r)'s Raymond James Experience April 2012 - October 2015
Job President, Midwestern Wealth Management at Raymond James
Industry Financial Services
Experience
Midwestern Wealth Management at Raymond James October 2015 - Present
Dayton Racquet Club April 2011 - Present
SICSA - The Society for the Improvement of Conditions for Stray Animals June 2010 - Present
Raymond James April 2012 - October 2015
Morgan Keegan March 2012 - April 2012
Morgan Stanley Smith Barney October 2009 - March 2012
The Austin Group June 2008 - October 2009
City of Beech Grove August 2005 - October 2009
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Certified Financial..., series 6, Finance
Education
Boston University Institute of Finance 2009 — 2010
Certificate, Financial Planning
Indiana Wesleyan University 2007 — 2009
MBA, Finance
Purdue University 2000 — 2004
BA, Law and Society
Franklin Central High School 1997 — 2000
Midwestern Wealth Management at Raymond James October 2015 - Present
Dayton Racquet Club April 2011 - Present
SICSA - The Society for the Improvement of Conditions for Stray Animals June 2010 - Present
Raymond James April 2012 - October 2015
Morgan Keegan March 2012 - April 2012
Morgan Stanley Smith Barney October 2009 - March 2012
The Austin Group June 2008 - October 2009
City of Beech Grove August 2005 - October 2009
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Certified Financial..., series 6, Finance
Education
Boston University Institute of Finance 2009 — 2010
Certificate, Financial Planning
Indiana Wesleyan University 2007 — 2009
MBA, Finance
Purdue University 2000 — 2004
BA, Law and Society
Franklin Central High School 1997 — 2000
Joshua Salas Joshua Salas's Raymond James Experience July 2010 - October 2011
Job Systems Engineer at Raymond James Financial, Inc.
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Jabil October 2011 - July 2015
Raymond James July 2010 - October 2011
HSN January 2008 - July 2010
eSolutions 2004 - 2006
Skills
F5 BigIP, IIS, Operating Systems, Disaster Recovery, Windows Server, Networking, Servers, Active Directory, DNS, System Administration, Troubleshooting, Data Center, Virtualization, Linux, Network Security, VMware, Firewalls, Switches, Routers, VPN, Hardware, DHCP, Technical Support, Integration, VMware ESX, Cisco Technologies, TCP/IP, Citrix, Microsoft Exchange, SharePoint, HP, Powershell, Red Hat Linux, SAN, LAN-WAN, Cisco Routers, Unix, Microsoft Technologies, Cisco IOS, System Center..., System Center Products, System Center...
Education
St. Petersburg College 1996 — 1999
Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Raymond James Financial, Inc. July 2015 - Present
Jabil October 2011 - July 2015
Raymond James July 2010 - October 2011
HSN January 2008 - July 2010
eSolutions 2004 - 2006
Skills
F5 BigIP, IIS, Operating Systems, Disaster Recovery, Windows Server, Networking, Servers, Active Directory, DNS, System Administration, Troubleshooting, Data Center, Virtualization, Linux, Network Security, VMware, Firewalls, Switches, Routers, VPN, Hardware, DHCP, Technical Support, Integration, VMware ESX, Cisco Technologies, TCP/IP, Citrix, Microsoft Exchange, SharePoint, HP, Powershell, Red Hat Linux, SAN, LAN-WAN, Cisco Routers, Unix, Microsoft Technologies, Cisco IOS, System Center..., System Center Products, System Center...
Education
St. Petersburg College 1996 — 1999
Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Sarah Pollinger Sarah Pollinger's Raymond James Experience September 2002 - October 2004
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2004 - Present
Raymond James September 2002 - October 2004
Ferris Baker Watts August 1998 - December 2001
Education
Radford University
English
Wells Fargo Advisors, LLC 2004 - Present
Raymond James September 2002 - October 2004
Ferris Baker Watts August 1998 - December 2001
Education
Radford University
English
Mike Kovaleski, MBA, CFP® Mike Kovaleski, MBA, CFP®'s Raymond James Experience April 2011 - Present
Job CERTIFIED FINANCIAL PLANNER™ professional at Raymond James & Associates
Industry Financial Services
Experience
Raymond James April 2011 - Present
Raymond James November 2009 - May 2011
Education
Rollins College - Crummer Graduate School of Business 2007 — 2009
MBA, Finance, Marketing
Texas Christian University 1999 — 2003
BBA, Marketing
Trinity Prep
Raymond James April 2011 - Present
Raymond James November 2009 - May 2011
Education
Rollins College - Crummer Graduate School of Business 2007 — 2009
MBA, Finance, Marketing
Texas Christian University 1999 — 2003
BBA, Marketing
Trinity Prep
Jacqueline Jacuzzi Peregrin's Raymond James Experience 2008 - November 2010
Job AttorneyatLaw
Industry Law Practice
Experience
Jacqueline J. Peregrin, P.A. February 2012 - Present
Cohen & Foster, P.A. November 2010 - June 2012
Raymond James 2008 - November 2010
FROST, PLLC May 2008 - July 2008
Holland & Knight LLP April 2007 - August 2007
Wyndham Vacation Ownership June 2006 - August 2006
Metro Orlando EDC September 2004 - April 2005
Skills
Legal Writing, Corporate Law, Legal Research, Litigation, Commercial Litigation, Tax Law, Management, Civil Litigation, Licensing, Courts, Trials, Westlaw, Criminal Law, Legal Assistance, Public Speaking, Leadership
Education
Stetson University College of Law 2007 — 2010
JD
Rollins College - Crummer Graduate School of Business 2005 — 2007
MBA
Rollins College 2002 — 2006
AB
NYU 2004 — 2004
Jacqueline J. Peregrin, P.A. February 2012 - Present
Cohen & Foster, P.A. November 2010 - June 2012
Raymond James 2008 - November 2010
FROST, PLLC May 2008 - July 2008
Holland & Knight LLP April 2007 - August 2007
Wyndham Vacation Ownership June 2006 - August 2006
Metro Orlando EDC September 2004 - April 2005
Skills
Legal Writing, Corporate Law, Legal Research, Litigation, Commercial Litigation, Tax Law, Management, Civil Litigation, Licensing, Courts, Trials, Westlaw, Criminal Law, Legal Assistance, Public Speaking, Leadership
Education
Stetson University College of Law 2007 — 2010
JD
Rollins College - Crummer Graduate School of Business 2005 — 2007
MBA
Rollins College 2002 — 2006
AB
NYU 2004 — 2004
Lisa Esteves-Dixon Lisa Esteves-Dixon's Raymond James Experience April 2014 - Present
Job CERTIFIED FINANCIAL PLANNER; Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James April 2014 - Present
Invest Financial September 2001 - March 2014
Skills
Investments, Securities, Financial Advisory, Tax, Investment Advisory, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Asset Allocation, Investment Strategies, Series 63, Strategic Financial..., Retirement, Alternative Investments
Education
St. John's University 1987 — 1989
Associates Degree, Computer Science
The Mary Louis Academy 1983 — 1987
High School and Regents Diploma
Raymond James April 2014 - Present
Invest Financial September 2001 - March 2014
Skills
Investments, Securities, Financial Advisory, Tax, Investment Advisory, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Asset Allocation, Investment Strategies, Series 63, Strategic Financial..., Retirement, Alternative Investments
Education
St. John's University 1987 — 1989
Associates Degree, Computer Science
The Mary Louis Academy 1983 — 1987
High School and Regents Diploma
Michael Crow Michael Crow's Raymond James Experience June 2010 - December 2011
Job Desktop Support Technician at Wallace Welch & Willingham
Industry Information Technology and Services
Experience
Wallace Welch & Willingham September 2014 - Present
Tampa Bay Times - Times Publishing Co July 2013 - August 2014
Raymond James Financial Inc. January 2012 - April 2013
Raymond James June 2010 - December 2011
Liberty Christian Enterprises, Inc. June 2009 - July 2011
Skills
Technical Support, Troubleshooting, Hardware, Visio, Windows 7, SDLC, Windows Server, Software Documentation, Access, Customer Service, Microsoft Office, Computer Hardware, Citrix, Outlook, Software Installation, System Administration, Windows, XP, Microsoft SQL Server, Process Improvement, Microsoft Excel, ITIL, Windows XP Pro, Quality Assurance, Laptops, Disaster Recovery, Requirements Gathering, Project Planning, PowerPoint, HP, Active Directory, Help Desk Support, VMware, Security, Project Management, Training, Program Management, Servers, VPN, Leadership, Networking, Operating Systems, Microsoft Exchange, Vendor Management, Apple
Education
St. Petersburg College 2014 — 2017
Bachelor of Applied Science (B.A.Sc.), Computer/Information Technology Administration and Management
St. Petersburg College 2011 — 2014
Associates of Science, Computer/Information Technology Administration and Management
Northeast High School, Academy of Information Technology 2007 — 2011
Wallace Welch & Willingham September 2014 - Present
Tampa Bay Times - Times Publishing Co July 2013 - August 2014
Raymond James Financial Inc. January 2012 - April 2013
Raymond James June 2010 - December 2011
Liberty Christian Enterprises, Inc. June 2009 - July 2011
Skills
Technical Support, Troubleshooting, Hardware, Visio, Windows 7, SDLC, Windows Server, Software Documentation, Access, Customer Service, Microsoft Office, Computer Hardware, Citrix, Outlook, Software Installation, System Administration, Windows, XP, Microsoft SQL Server, Process Improvement, Microsoft Excel, ITIL, Windows XP Pro, Quality Assurance, Laptops, Disaster Recovery, Requirements Gathering, Project Planning, PowerPoint, HP, Active Directory, Help Desk Support, VMware, Security, Project Management, Training, Program Management, Servers, VPN, Leadership, Networking, Operating Systems, Microsoft Exchange, Vendor Management, Apple
Education
St. Petersburg College 2014 — 2017
Bachelor of Applied Science (B.A.Sc.), Computer/Information Technology Administration and Management
St. Petersburg College 2011 — 2014
Associates of Science, Computer/Information Technology Administration and Management
Northeast High School, Academy of Information Technology 2007 — 2011
Stephan Choulos, JD, CFP®'s Raymond James Experience June 2011 - January 2014
Job Wealth Manager/ Financial Advisor at LPL Financial
Industry Investment Management
Experience
LPL Financial January 2014 - Present
Raymond James June 2011 - January 2014
Howe Barnes Hoefer & Arnett December 2008 - June 2011
Merrill Lynch 1999 - 2008
Skills
Series 7, Investments, Wealth Management, Asset Managment, Portfolio Management, Mutual Funds, Fixed Income, Investment Advisory
Education
Santa Clara University
Juris Doctorate, Law
University of California, Berkeley
Bachelor of Arts (BA), Political Science
LPL Financial January 2014 - Present
Raymond James June 2011 - January 2014
Howe Barnes Hoefer & Arnett December 2008 - June 2011
Merrill Lynch 1999 - 2008
Skills
Series 7, Investments, Wealth Management, Asset Managment, Portfolio Management, Mutual Funds, Fixed Income, Investment Advisory
Education
Santa Clara University
Juris Doctorate, Law
University of California, Berkeley
Bachelor of Arts (BA), Political Science
Zachary Kessler Zachary Kessler's Raymond James Experience May 2010 - August 2013
Job Investment Consultant
Industry Financial Services
Experience
Raymond James Financial Inc. August 2013 - Present
Michael's Grill September 2008 - December 2013
Raymond James May 2010 - August 2013
Swafford Insurance Group September 2009 - May 2010
Skills
Fixed Annuities, Life Insurance, Retirement, Insurance, Long Term Care Insurance, Wealth, Financial Advisory, Series 7, Retirement Planning, Investments, Financial Services, Relationship Management, Sales, Customer Service, Mutual Funds, Asset Allocation
Education
Shippensburg University of Pennsylvania 2003 — 2007
BSBA, finance
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor of Science (BS), Finance
Raymond James Financial Inc. August 2013 - Present
Michael's Grill September 2008 - December 2013
Raymond James May 2010 - August 2013
Swafford Insurance Group September 2009 - May 2010
Skills
Fixed Annuities, Life Insurance, Retirement, Insurance, Long Term Care Insurance, Wealth, Financial Advisory, Series 7, Retirement Planning, Investments, Financial Services, Relationship Management, Sales, Customer Service, Mutual Funds, Asset Allocation
Education
Shippensburg University of Pennsylvania 2003 — 2007
BSBA, finance
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor of Science (BS), Finance
Vicki Salyer Vicki Salyer's Raymond James Experience September 2008 - December 2009
Job Executive Assistant
Industry Financial Services
Experience
Lindner Capital Advisors December 2009 - August 2015
Raymond James September 2008 - December 2009
Lincoln Financial Advisors 2006 - 2007
Skills
Salesforce.com, Microsoft Excel, Customer Service, Event Planning, Microsoft Office, Sales, CRM, Marketing, Mutual Funds, Training, Leadership
Education
Spencerian College
Executive Secretary
Lindner Capital Advisors December 2009 - August 2015
Raymond James September 2008 - December 2009
Lincoln Financial Advisors 2006 - 2007
Skills
Salesforce.com, Microsoft Excel, Customer Service, Event Planning, Microsoft Office, Sales, CRM, Marketing, Mutual Funds, Training, Leadership
Education
Spencerian College
Executive Secretary
Jon Tringale's Raymond James Experience June 2008 - June 2009
Job Portfolio Specialist at WCM Investment Management
Industry Investment Management
Experience
WCM Investment Management June 2015 - Present
Gerson Lehrman Group June 2011 - June 2015
Wedbush Securities June 2009 - June 2011
Raymond James June 2008 - June 2009
Education
San Jose State University 2004 — 2008
B.S., Finance
Mission Viejo H.S.
WCM Investment Management June 2015 - Present
Gerson Lehrman Group June 2011 - June 2015
Wedbush Securities June 2009 - June 2011
Raymond James June 2008 - June 2009
Education
San Jose State University 2004 — 2008
B.S., Finance
Mission Viejo H.S.
James Pryor, Jr's Raymond James Experience May 2013 - August 2015
Job TBA
Industry Financial Services
Experience
Raymond James May 2013 - August 2015
Regions Bank February 2011 - April 2013
American City Bank July 2008 - February 2011
Skills
Financial Analysis, Asset Management, Investments, Leadership, Insurance, Retirement Planning, 401k, IRAs, Rollovers, Wealth Management, Education Funding, AAMS, Strategic Financial...
Education
Sewanee-The University of the South 2004 — 2008
Bachelor of Arts, Mathematics
Middle Tennessee State University 2011 — 2013
Master of Business Administration (MBA), Concentration - Economics
Raymond James May 2013 - August 2015
Regions Bank February 2011 - April 2013
American City Bank July 2008 - February 2011
Skills
Financial Analysis, Asset Management, Investments, Leadership, Insurance, Retirement Planning, 401k, IRAs, Rollovers, Wealth Management, Education Funding, AAMS, Strategic Financial...
Education
Sewanee-The University of the South 2004 — 2008
Bachelor of Arts, Mathematics
Middle Tennessee State University 2011 — 2013
Master of Business Administration (MBA), Concentration - Economics
Dione Hill Dione Hill's Raymond James Experience April 2002 - March 2006
Job Senior Business Systems Analyst at Transamerica
Industry Information Technology and Services
Experience
Transamerica June 2015 - Present
PSCU June 2013 - May 2015
eMASON Clarifire December 2012 - June 2013
RaymondJames March 2006 - November 2012
Raymond James April 2002 - March 2006
Raymond James June 1996 - April 2002
Skills
Requirements Gathering, SDLC, Visio, Business Analysis, Business Requirements, Systems Analysis, Requirements Analysis, SQL, Software Documentation, Quality Center, Microsoft SQL Server, SharePoint, User Acceptance Testing, Business Process, Agile Project Management, SSIS, Software Project..., Data Modeling, Agile Methodologies, SSRS, MS Project, DB2, Data Warehousing, Integration, Series 7, Project Server, Data Analysis, Customer Service, Database Design, Databases, T-SQL, Waterfall, Business Intelligence, SOA, Customer Relations, Testing, Hyperion Enterprise, FINRA, Series 55, Hyperion, CompTIA Network+
Education
St. Petersburg College 2015 — 2017
Bachelor’s Degree, Technology Development and Management
University of South Florida 2003 — 2008
Transamerica June 2015 - Present
PSCU June 2013 - May 2015
eMASON Clarifire December 2012 - June 2013
RaymondJames March 2006 - November 2012
Raymond James April 2002 - March 2006
Raymond James June 1996 - April 2002
Skills
Requirements Gathering, SDLC, Visio, Business Analysis, Business Requirements, Systems Analysis, Requirements Analysis, SQL, Software Documentation, Quality Center, Microsoft SQL Server, SharePoint, User Acceptance Testing, Business Process, Agile Project Management, SSIS, Software Project..., Data Modeling, Agile Methodologies, SSRS, MS Project, DB2, Data Warehousing, Integration, Series 7, Project Server, Data Analysis, Customer Service, Database Design, Databases, T-SQL, Waterfall, Business Intelligence, SOA, Customer Relations, Testing, Hyperion Enterprise, FINRA, Series 55, Hyperion, CompTIA Network+
Education
St. Petersburg College 2015 — 2017
Bachelor’s Degree, Technology Development and Management
University of South Florida 2003 — 2008
Tom Burdette's Raymond James Experience April 2010 - Present
Job Vice President, Investments Raymond James and Associates, Inc.
Industry Financial Services
Experience
Raymond James April 2010 - Present
Florida Falcons Football April 2013 - August 2014
UBS May 1991 - April 2010
PSS 1990 - 1990
Skills
Wealth Management, Investments, Financial Advisory, Portfolio Management, Securities, Finance, Mutual Funds, Retirement Planning, Asset Allocation, Small Business, Series 7, Wealth, Strategic Financial...
Education
University of North Florida 1989 — 1990
BA Business, Business Management
Southeastern Oklahoma State University 1982 — 1983
NEO A&M 1982 — 1982
Duncan U Fletcher
Raymond James April 2010 - Present
Florida Falcons Football April 2013 - August 2014
UBS May 1991 - April 2010
PSS 1990 - 1990
Skills
Wealth Management, Investments, Financial Advisory, Portfolio Management, Securities, Finance, Mutual Funds, Retirement Planning, Asset Allocation, Small Business, Series 7, Wealth, Strategic Financial...
Education
University of North Florida 1989 — 1990
BA Business, Business Management
Southeastern Oklahoma State University 1982 — 1983
NEO A&M 1982 — 1982
Duncan U Fletcher
Carole Yates's Raymond James Experience September 2014 - Present
Job Marketing Associate at Yates Financial Partners of Raymond James
Industry Financial Services
Experience
Raymond James September 2014 - Present
UBS Financial Services Inc March 2002 - September 2014
ARAMARK Services March 1986 - March 2002
Skills
Management, Investments, Customer Service, Team Building, Sales, Public Speaking, Securities, Leadership, Marketing, Finance
Education
Purdue University 1980 — 1984
Bachelor of Science
Raymond James September 2014 - Present
UBS Financial Services Inc March 2002 - September 2014
ARAMARK Services March 1986 - March 2002
Skills
Management, Investments, Customer Service, Team Building, Sales, Public Speaking, Securities, Leadership, Marketing, Finance
Education
Purdue University 1980 — 1984
Bachelor of Science
Anna Bodine Anna Bodine's Raymond James Experience April 2015 - Present
Job Branch Manager / First Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James April 2015 - Present
Raymond James October 2010 - Present
AXA Advisors April 2009 - September 2010
AXA Advisors April 2008 - April 2009
AXA Equitable January 2007 - February 2008
AXA Equitable October 2004 - December 2006
The MONY Group 1999 - 2004
Skills
Operations Management, Recruiting, Practice Management, Business Integration, Investments, Wealth Management, Life Insurance
Education
St. Edward's University 2011 — 2016
Bachelor of Arts (B.A.), Organizational Leadership
The University of Texas at Austin 1993 — 1995
Raymond James April 2015 - Present
Raymond James October 2010 - Present
AXA Advisors April 2009 - September 2010
AXA Advisors April 2008 - April 2009
AXA Equitable January 2007 - February 2008
AXA Equitable October 2004 - December 2006
The MONY Group 1999 - 2004
Skills
Operations Management, Recruiting, Practice Management, Business Integration, Investments, Wealth Management, Life Insurance
Education
St. Edward's University 2011 — 2016
Bachelor of Arts (B.A.), Organizational Leadership
The University of Texas at Austin 1993 — 1995
Karen Haid Karen Haid's Raymond James Experience June 2006 - Present
Job Senior Registered Client Associate at Meinrod & Leeper of Raymond James
Industry Financial Services
Experience
Raymond James June 2006 - Present
UBS Wealth Management October 2004 - June 2006
A.G. Edwards 1998 - 2004
Barnett Bank Of Jacksonville 1996 - 2004
US Navy June 1988 - June 1995
Skills
Proficient in Microsoft...
Education
Southern New Hampshire University 1990 — 1993
Bachelor's Degree, Business w/Concentration in Human Resource Management
Raymond James June 2006 - Present
UBS Wealth Management October 2004 - June 2006
A.G. Edwards 1998 - 2004
Barnett Bank Of Jacksonville 1996 - 2004
US Navy June 1988 - June 1995
Skills
Proficient in Microsoft...
Education
Southern New Hampshire University 1990 — 1993
Bachelor's Degree, Business w/Concentration in Human Resource Management
Jeneen Maher Jeneen Maher's Raymond James Experience 2009 - 2010
Job Office Manager at MRA Laboratories, Inc.
Industry Research
Experience
MRA Laboratories, Inc. 2010 - Present
Raymond James 2009 - 2010
Evergreen Investments 2007 - 2009
Manulife Financial 2005 - 2007
Skills
Series 7, Series 65, Series 63, Mutual Funds, Investments, Separately Managed...
Education
Salve Regina University 2000 — 2004
BS, Business
MRA Laboratories, Inc. 2010 - Present
Raymond James 2009 - 2010
Evergreen Investments 2007 - 2009
Manulife Financial 2005 - 2007
Skills
Series 7, Series 65, Series 63, Mutual Funds, Investments, Separately Managed...
Education
Salve Regina University 2000 — 2004
BS, Business
Nicole Davis, MBA Nicole Davis, MBA's Raymond James Experience August 2008 - June 2013
Job Project Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2013 - Present
GNP Marine August 2011 - Present
Raymond James August 2008 - June 2013
Direct Mortgage November 2007 - February 2008
GMAC Mortgage/ Homecomings Financial August 2005 - November 2007
United Guaranty Corporation May 2005 - August 2005
United Guaranty Corporation May 2003 - May 2005
Skills
Marketing, Account Management, Project Planning, Microsoft Excel, Program Management, Public Relations, Process Improvement, Sales Management, Project Management, Management, Sales, Customer Service, Strategic Planning, CRM, Financial Analysis, Financial Services, Loans, Mortgage Lending, PowerPoint, Team Building, Risk Management, Microsoft Office, Team Leadership, Business Analysis, Leadership, Training, Budgets, Outlook, Software Documentation, Analysis, Operations Management, Cross-functional Team..., Microsoft Word, Access, Social Networking, Visio, Series 7, Insurance, SharePoint, Salesforce.com, Data Analysis
Education
St. Petersburg College 2014 — 2014
SharePoint
University of Phoenix 2010 — 2011
MBA
Universidad de Guadalajara 2003 — 2004
Politics
Roanoke College 1997 — 2002
International Relations, Latin America
Raymond James Financial Inc. June 2013 - Present
GNP Marine August 2011 - Present
Raymond James August 2008 - June 2013
Direct Mortgage November 2007 - February 2008
GMAC Mortgage/ Homecomings Financial August 2005 - November 2007
United Guaranty Corporation May 2005 - August 2005
United Guaranty Corporation May 2003 - May 2005
Skills
Marketing, Account Management, Project Planning, Microsoft Excel, Program Management, Public Relations, Process Improvement, Sales Management, Project Management, Management, Sales, Customer Service, Strategic Planning, CRM, Financial Analysis, Financial Services, Loans, Mortgage Lending, PowerPoint, Team Building, Risk Management, Microsoft Office, Team Leadership, Business Analysis, Leadership, Training, Budgets, Outlook, Software Documentation, Analysis, Operations Management, Cross-functional Team..., Microsoft Word, Access, Social Networking, Visio, Series 7, Insurance, SharePoint, Salesforce.com, Data Analysis
Education
St. Petersburg College 2014 — 2014
SharePoint
University of Phoenix 2010 — 2011
MBA
Universidad de Guadalajara 2003 — 2004
Politics
Roanoke College 1997 — 2002
International Relations, Latin America
Aimee Zedlitz Aimee Zedlitz's Raymond James Experience 2009 - Present
Job First Vice President Investments at Raymond James
Industry Investment Management
Experience
Raymond James 2009 - Present
Smith Barney 1999 - 2009
Skills
Asset Allocation, Investment Advisory, Retirement Planning, Wealth Management
Education
Casady School
Southern Methodist University
MLA
University of Oklahoma
Bachelor of Arts (BA)
Raymond James 2009 - Present
Smith Barney 1999 - 2009
Skills
Asset Allocation, Investment Advisory, Retirement Planning, Wealth Management
Education
Casady School
Southern Methodist University
MLA
University of Oklahoma
Bachelor of Arts (BA)
Christopher Swanson, CFA's Raymond James Experience October 2011 - Present
Job Associate at Raymond James
Industry Investment Management
Experience
Raymond James October 2011 - Present
Waddell & Reed Financial Services May 2010 - June 2011
ACG January 2011 - March 2011
Quinnipiac University August 2009 - December 2009
Skills
Equity Research, Valuation, Portfolio Management, Financial Modeling, Investments, Bloomberg, Asset Management, Private Equity, Alternative Investments, Hedge Funds, Fixed Income, Analysis, Bloomberg Terminal, Microsoft Office, Financial Reporting, Financial Analysis, Excel, Stocks, Wealth Management, Portfolio Strategy, Free Cash Flow, Investment Banking, Business Analysis, Asset Managment, Equity Valuation, Quantitative Analysis, Equity Trading, Market Research, Quantitative Modeling, Financial Markets, Financial Management, Private Banking, Equity Derivatives, Mergers, Acquisition Analysis, DCF, Macro, Vlookup, Equities, Finance, Economics, Microsoft Excel, Series 7, Capital Markets, Asset Allocation, Hedging, Risk Management, Laddering, Modern Portfolio Theory, Alpha Generation
Education
Quinnipiac University - School of Business 2010 — 2011
Master of Business Administration (M.B.A.), Concentration in Finance
Quinnipiac University - School of Business 2006 — 2010
Bachelor of Science, Finance
Wantagh High School 2002 — 2006
Raymond James October 2011 - Present
Waddell & Reed Financial Services May 2010 - June 2011
ACG January 2011 - March 2011
Quinnipiac University August 2009 - December 2009
Skills
Equity Research, Valuation, Portfolio Management, Financial Modeling, Investments, Bloomberg, Asset Management, Private Equity, Alternative Investments, Hedge Funds, Fixed Income, Analysis, Bloomberg Terminal, Microsoft Office, Financial Reporting, Financial Analysis, Excel, Stocks, Wealth Management, Portfolio Strategy, Free Cash Flow, Investment Banking, Business Analysis, Asset Managment, Equity Valuation, Quantitative Analysis, Equity Trading, Market Research, Quantitative Modeling, Financial Markets, Financial Management, Private Banking, Equity Derivatives, Mergers, Acquisition Analysis, DCF, Macro, Vlookup, Equities, Finance, Economics, Microsoft Excel, Series 7, Capital Markets, Asset Allocation, Hedging, Risk Management, Laddering, Modern Portfolio Theory, Alpha Generation
Education
Quinnipiac University - School of Business 2010 — 2011
Master of Business Administration (M.B.A.), Concentration in Finance
Quinnipiac University - School of Business 2006 — 2010
Bachelor of Science, Finance
Wantagh High School 2002 — 2006
Gerald (Jerry) Padawer Gerald (Jerry) Padawer's Raymond James Experience March 2005 - Present
Job Managing Director/Financial Advisor at Padawer Bratton Wealth Management Group of Raymond James
Industry Financial Services
Experience
Raymond James March 2005 - Present
Wachovia Securities November 1998 - March 2005
Smith Barney September 1984 - November 1998
Skills
Investment Management, Personal Financial..., Retirement Plan..., Charitable Gift Planning, Mentoring, Teaching, Playwriting
Education
Washington University in St. Louis 1964 — 1969
Bachellor of Arts, English Language and Literature/Letters
University of Chicago / Everen University
Certificate in Financial Planning, Financial Planning and Services
Saint Louis University School of Law 1969 — 1971
Degree not completed
The American College
Working toward Certified Financial Planning designation
University of Wisconsin Graduate School of Business 1973 — 1974
Cerificate, C. A. S., Advertising & Marketing
Raymond James March 2005 - Present
Wachovia Securities November 1998 - March 2005
Smith Barney September 1984 - November 1998
Skills
Investment Management, Personal Financial..., Retirement Plan..., Charitable Gift Planning, Mentoring, Teaching, Playwriting
Education
Washington University in St. Louis 1964 — 1969
Bachellor of Arts, English Language and Literature/Letters
University of Chicago / Everen University
Certificate in Financial Planning, Financial Planning and Services
Saint Louis University School of Law 1969 — 1971
Degree not completed
The American College
Working toward Certified Financial Planning designation
University of Wisconsin Graduate School of Business 1973 — 1974
Cerificate, C. A. S., Advertising & Marketing
Eric Mayer, CFP®'s Raymond James Experience November 2013 - Present
Job
Industry Financial Services
Experience
Raymond James November 2013 - Present
Raymond James November 2008 - Present
Purdue Club of Chicago June 2014 - Present
Dorothy's Family May 2007 - Present
Purdue Club of Chicago June 2011 - June 2014
A.G. Edwards & Sons, Inc. May 2007 - November 2008
Wells Fargo Financial 2005 - 2007
Education
Purdue University 2001 — 2005
Bachelor, Financial Planning and Counseling
Benet Academy 1997 — 2001
Raymond James November 2013 - Present
Raymond James November 2008 - Present
Purdue Club of Chicago June 2014 - Present
Dorothy's Family May 2007 - Present
Purdue Club of Chicago June 2011 - June 2014
A.G. Edwards & Sons, Inc. May 2007 - November 2008
Wells Fargo Financial 2005 - 2007
Education
Purdue University 2001 — 2005
Bachelor, Financial Planning and Counseling
Benet Academy 1997 — 2001
Bruce Weisbard Bruce Weisbard's Raymond James Experience June 2009 - Present
Job at Raymond James
Industry Financial Services
Experience
Raymond James June 2009 - Present
Smith Barney September 1990 - June 2009
Skills
Investment Advisory, Securities, Financial Advisory, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Stocks, Alternative Investments, Annuities, Wealth, Estate Planning, Financial Planning, Long Term Care, Insurance, Insurance Planning, Investment Strategies, Fixed Annuities, Investments, Series 65, Long-term Care, Wealth Management..., Financial Planners, Series 7, Mutual Funds, Pensions, Series 63, Strategic Financial...
Education
Queens College 1963 — 1968
Economic, Math
Raymond James June 2009 - Present
Smith Barney September 1990 - June 2009
Skills
Investment Advisory, Securities, Financial Advisory, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Stocks, Alternative Investments, Annuities, Wealth, Estate Planning, Financial Planning, Long Term Care, Insurance, Insurance Planning, Investment Strategies, Fixed Annuities, Investments, Series 65, Long-term Care, Wealth Management..., Financial Planners, Series 7, Mutual Funds, Pensions, Series 63, Strategic Financial...
Education
Queens College 1963 — 1968
Economic, Math
Antonio (Tony) Pagan Antonio (Tony) Pagan's Raymond James Experience September 2008 - June 2012
Job Certified Public Accountant
Industry Computer Hardware
Experience
TOSHIBA Global Commerce Solutions, Inc June 2014 - Present
Sykes June 2012 - June 2014
Raymond James Financial September 2008 - June 2012
Raymond James September 2008 - June 2012
Pulte Homes March 2006 - September 2008
Crosland, Joiner, Schortz, Sorah & Co., P.A. April 2005 - March 2006
Tampa Bay Shipbuilding & Repair May 2004 - April 2005
Skills
Accounting, Account Reconciliation, Budgets, Cost Accounting, Financial Analysis, Financial Reporting, Variance Analysis, Time Management, Financial Accounting, GAAP, Sales, Consolidation, CPA, Mergers & Acquisitions, Sarbanes-Oxley Act, Finance, Management, Payroll, QuickBooks, Auditing, PeopleSoft, IFRS, Financial Modeling, Analysis, Internal Controls, Due Diligence, Risk Management, Cash Management, Financial Statements, Internal Audit, Sarbanes-Oxley, Accounts Receivable, Journal Entries, Software Documentation, Tax, Forecasting, Strategic Financial..., Business Process, Fixed Assets, Corporate Finance, Cash Flow, Process Improvement, US GAAP, Insurance, SEC filings, Purchasing, Accounts Payable, General Ledger, Customer Service, Managerial Finance
Education
University of South Florida 2000 — 2004
Bachelor of Science in Business Administration, Accountancy
St. Petersburg College 1999 — 2000
Hillsborough Community College 1999 — 1999
South Florida Community College 1998 — 1999
Sebring High School 1994 — 1998
TOSHIBA Global Commerce Solutions, Inc June 2014 - Present
Sykes June 2012 - June 2014
Raymond James Financial September 2008 - June 2012
Raymond James September 2008 - June 2012
Pulte Homes March 2006 - September 2008
Crosland, Joiner, Schortz, Sorah & Co., P.A. April 2005 - March 2006
Tampa Bay Shipbuilding & Repair May 2004 - April 2005
Skills
Accounting, Account Reconciliation, Budgets, Cost Accounting, Financial Analysis, Financial Reporting, Variance Analysis, Time Management, Financial Accounting, GAAP, Sales, Consolidation, CPA, Mergers & Acquisitions, Sarbanes-Oxley Act, Finance, Management, Payroll, QuickBooks, Auditing, PeopleSoft, IFRS, Financial Modeling, Analysis, Internal Controls, Due Diligence, Risk Management, Cash Management, Financial Statements, Internal Audit, Sarbanes-Oxley, Accounts Receivable, Journal Entries, Software Documentation, Tax, Forecasting, Strategic Financial..., Business Process, Fixed Assets, Corporate Finance, Cash Flow, Process Improvement, US GAAP, Insurance, SEC filings, Purchasing, Accounts Payable, General Ledger, Customer Service, Managerial Finance
Education
University of South Florida 2000 — 2004
Bachelor of Science in Business Administration, Accountancy
St. Petersburg College 1999 — 2000
Hillsborough Community College 1999 — 1999
South Florida Community College 1998 — 1999
Sebring High School 1994 — 1998
Kristy Carmody Kristy Carmody's Raymond James Experience September 2007 - August 2010
Job
Industry Professional Training & Coaching
Experience
Milwaukee Public Schools August 2015 - Present
Atlas Preparatory Academy August 2014 - June 2015
Lacoochee Elementary School August 2013 - November 2013
Brooker Elementary School January 2012 - April 2012
Chiles Elementary School August 2011 - November 2011
Gerdau Ameristeel November 2010 - July 2011
Raymond James September 2007 - August 2010
Raymond James April 2000 - September 2007
Various Consulting Firms December 1992 - April 2000
Education
University of South Florida 2010 — 2013
Bachelor of Applied Science (B.A.Sc.)
St. Petersburg College
Associates in Arts
Milwaukee Public Schools August 2015 - Present
Atlas Preparatory Academy August 2014 - June 2015
Lacoochee Elementary School August 2013 - November 2013
Brooker Elementary School January 2012 - April 2012
Chiles Elementary School August 2011 - November 2011
Gerdau Ameristeel November 2010 - July 2011
Raymond James September 2007 - August 2010
Raymond James April 2000 - September 2007
Various Consulting Firms December 1992 - April 2000
Education
University of South Florida 2010 — 2013
Bachelor of Applied Science (B.A.Sc.)
St. Petersburg College
Associates in Arts
John Wolk John Wolk's Raymond James Experience May 2002 - Present
Job President/Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James May 2002 - Present
Wolk Financial Inc 2002 - Present
Peabody Energy December 1974 - December 1990
Skills
Retirement Planning, Wealth Management, Financial Planning, Asset Allocation, Retirement Income..., Retirement, Strategic Financial..., 401k, Insurance, Portfolio Management, Investment Strategies, Investment Advisory, Series 7, Financial Advisory
Education
Saint Louis University 1972 — 1974
MBA, Finance
Raymond James May 2002 - Present
Wolk Financial Inc 2002 - Present
Peabody Energy December 1974 - December 1990
Skills
Retirement Planning, Wealth Management, Financial Planning, Asset Allocation, Retirement Income..., Retirement, Strategic Financial..., 401k, Insurance, Portfolio Management, Investment Strategies, Investment Advisory, Series 7, Financial Advisory
Education
Saint Louis University 1972 — 1974
MBA, Finance
Cheryl Peschke Cheryl Peschke's Raymond James Experience August 2011 - Present
Job Senior Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James August 2011 - Present
Skills
Investments, Securities, Financial Advisory, Asset Allocation, Wealth Management, Investment Strategies, Investment Advisory, Wealth Management..., Asset Management, Retirement Planning, Portfolio Management, Mutual Funds, Equities, Alternative Investments, Fixed Income, Series 7, Investment Management, Hedge Funds, Bonds, Retirement
Education
Sam Houston State University
Bachelor of Business Administration (BBA)
Raymond James August 2011 - Present
Skills
Investments, Securities, Financial Advisory, Asset Allocation, Wealth Management, Investment Strategies, Investment Advisory, Wealth Management..., Asset Management, Retirement Planning, Portfolio Management, Mutual Funds, Equities, Alternative Investments, Fixed Income, Series 7, Investment Management, Hedge Funds, Bonds, Retirement
Education
Sam Houston State University
Bachelor of Business Administration (BBA)
Sherry Hernandez Sherry Hernandez's Raymond James Experience July 2011 - Present
Job Registered Sales Associate at Raymond James
Industry Investment Management
Experience
Raymond James July 2011 - Present
Asset Management Partners October 2008 - June 2011
Advisor Group of Florida January 2007 - October 2008
FCCI Insurance May 2002 - December 2006
Arthur Andersen (14 January 1997 - May 2002
Arthur Andersen November 1993 - March 1994
Arthur Andersen August 1988 - February 1990
Arthur Andersen October 1985 - August 1988
Arthur Andersen July 1984 - October 1985
Education
Robert Morris University - Illinois
Secretarial Science
Raymond James July 2011 - Present
Asset Management Partners October 2008 - June 2011
Advisor Group of Florida January 2007 - October 2008
FCCI Insurance May 2002 - December 2006
Arthur Andersen (14 January 1997 - May 2002
Arthur Andersen November 1993 - March 1994
Arthur Andersen August 1988 - February 1990
Arthur Andersen October 1985 - August 1988
Arthur Andersen July 1984 - October 1985
Education
Robert Morris University - Illinois
Secretarial Science
Susan Perkins Stark, CFA Susan Perkins Stark, CFA's Raymond James Experience 1990 - 1992
Job Cofounder at JST Management, LLC
Industry Financial Services
Experience
JST Management, LLC January 2012 - Present
West County Investment Group January 2009 - Present
Skydive City, Inc. October 1990 - Present
Provident Investment Counsel November 1999 - December 2008
Bear Stearns February 1999 - November 1999
ARCO Investment Management April 1993 - December 1998
Raymond James 1990 - 1992
Altman Brenner Wasserman 1985 - 1989
EF Hutton 1981 - 1985
Skills
Alternative Investments, Equities, Equity Research, Portfolio Management, Investments, Due Diligence, Hedge Funds, Investor Relations, Financial Analysis, Trading, Equity Valuation, Business Valuation, Investment Management, Financial Modeling, Analysis
Education
Western New England University School of Law 2012 — 2015
Juris Doctor (J.D.), Cum Laude
Savannah State University 1992 — 1992
Accounting
New York University - Leonard N. Stern School of Business 1979 — 1981
M.B.A., Finance
University of Vermont 1974 — 1978
B.S., Finance
Northfield Mount Hermon School 1970 — 1974
JST Management, LLC January 2012 - Present
West County Investment Group January 2009 - Present
Skydive City, Inc. October 1990 - Present
Provident Investment Counsel November 1999 - December 2008
Bear Stearns February 1999 - November 1999
ARCO Investment Management April 1993 - December 1998
Raymond James 1990 - 1992
Altman Brenner Wasserman 1985 - 1989
EF Hutton 1981 - 1985
Skills
Alternative Investments, Equities, Equity Research, Portfolio Management, Investments, Due Diligence, Hedge Funds, Investor Relations, Financial Analysis, Trading, Equity Valuation, Business Valuation, Investment Management, Financial Modeling, Analysis
Education
Western New England University School of Law 2012 — 2015
Juris Doctor (J.D.), Cum Laude
Savannah State University 1992 — 1992
Accounting
New York University - Leonard N. Stern School of Business 1979 — 1981
M.B.A., Finance
University of Vermont 1974 — 1978
B.S., Finance
Northfield Mount Hermon School 1970 — 1974
Christopher Coulter's Raymond James Experience May 2009 - Present
Job Wealth Management Specialist at Raymond James
Industry Investment Management
Experience
Raymond James May 2009 - Present
A.G. Edwards May 2004 - May 2009
Allolio & Konrad November 2002 - February 2003
Ernst & Young May 1997 - November 2002
Cap Gemini Ernst & Young 2000 - 2002
Education
Saint Louis University 1992 — 1997
BSBA, Finance, Management Information Systems
Chaminade College Preparatory School
Raymond James May 2009 - Present
A.G. Edwards May 2004 - May 2009
Allolio & Konrad November 2002 - February 2003
Ernst & Young May 1997 - November 2002
Cap Gemini Ernst & Young 2000 - 2002
Education
Saint Louis University 1992 — 1997
BSBA, Finance, Management Information Systems
Chaminade College Preparatory School
Douglas Crenshaw's Raymond James Experience June 2006 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James June 2006 - Present
Morgan Stanley April 2002 - June 2006
Smith Barney August 1999 - April 2002
Education
The University of Georgia 1990 — 1991
Masters, English
Sewanee-The University of the South 1986 — 1989
BA, English
Raymond James June 2006 - Present
Morgan Stanley April 2002 - June 2006
Smith Barney August 1999 - April 2002
Education
The University of Georgia 1990 — 1991
Masters, English
Sewanee-The University of the South 1986 — 1989
BA, English
Justin Bouchard's Raymond James Experience October 2006 - July 2013
Job Managing Director, CoHead Energy Research at Desjardins
Industry Capital Markets
Experience
Desjardins Securities August 2013 - Present
Raymond James October 2006 - July 2013
TD Securities 2005 - 2006
IHS 2005 - 2005
Skills
Equity Research, Equity Valuation, Equities, Financial Modeling, Valuation, Bloomberg, Portfolio Management, Capital Markets, Investments, Derivatives, Commodity, Corporate Finance, Economics, DCF, Natural Gas, Financial Analysis, Equity Capital Markets, Due Diligence, Energy
Education
Queen's University 2002 — 2004
MBA
University of Alberta 1990 — 1995
Engineering, Mechanical
Desjardins Securities August 2013 - Present
Raymond James October 2006 - July 2013
TD Securities 2005 - 2006
IHS 2005 - 2005
Skills
Equity Research, Equity Valuation, Equities, Financial Modeling, Valuation, Bloomberg, Portfolio Management, Capital Markets, Investments, Derivatives, Commodity, Corporate Finance, Economics, DCF, Natural Gas, Financial Analysis, Equity Capital Markets, Due Diligence, Energy
Education
Queen's University 2002 — 2004
MBA
University of Alberta 1990 — 1995
Engineering, Mechanical
Joy Jones's Raymond James Experience 2000 - Present
Job Business Analyst at Raymond James Financial
Industry Financial Services
Experience
Raymond James 2000 - Present
Bank of America August 1994 - April 2000
Skills
Requirements Analysis, Visio, Disaster Recovery, SDLC, Business Analysis, Business Process..., Databases, SharePoint, Account Management, Process Improvement, Enterprise Architecture, Requirements Gathering, Vendor Management, Risk Management, Business Requirements, Software Project..., Business Process, Systems Analysis, Business Intelligence, User Acceptance Testing, Integration
Education
Saint Leo University 1992 — 1993
BA, Accounting
St. Leo University 1985 — 1987
Marketing
St. Leo University 1984 — 1987
Business, Management, Economics
Robinson High School 1978 — 1980
Raymond James 2000 - Present
Bank of America August 1994 - April 2000
Skills
Requirements Analysis, Visio, Disaster Recovery, SDLC, Business Analysis, Business Process..., Databases, SharePoint, Account Management, Process Improvement, Enterprise Architecture, Requirements Gathering, Vendor Management, Risk Management, Business Requirements, Software Project..., Business Process, Systems Analysis, Business Intelligence, User Acceptance Testing, Integration
Education
Saint Leo University 1992 — 1993
BA, Accounting
St. Leo University 1985 — 1987
Marketing
St. Leo University 1984 — 1987
Business, Management, Economics
Robinson High School 1978 — 1980
Paul Rampolla, WMS's Raymond James Experience April 2003 - Present
Job Vice President, Investments Raymond James
Industry Financial Services
Experience
Raymond James April 2003 - Present
Skills
Investments, Finance, Retirement, Financial Advisory, Securities, Strategy, Series 7, 401k, Retirement Planning, Pensions, Series 63, Project Planning, Asset Allocation, IRAs, Mortgage Lending, Mutual Funds, Nonprofits, Public Speaking, Strategic Planning
Education
Rowan University 1981 — 1985
Bachelor's Degree, Business Administration
Raymond James April 2003 - Present
Skills
Investments, Finance, Retirement, Financial Advisory, Securities, Strategy, Series 7, 401k, Retirement Planning, Pensions, Series 63, Project Planning, Asset Allocation, IRAs, Mortgage Lending, Mutual Funds, Nonprofits, Public Speaking, Strategic Planning
Education
Rowan University 1981 — 1985
Bachelor's Degree, Business Administration
Robert Grover's Raymond James Experience September 1997 - September 2001
Job SVP High Yield Sales at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets April 2004 - Present
Raymond James September 1997 - September 2001
Tradition N.A. August 1991 - July 1995
Credit Lyonnais, NY 1985 - 1991
Skills
Hedge Funds, Foreign Exchange, Mutual Funds, Investments, Asset Management, Bonds
Education
Seton Hall University 1979 — 1983
BB&T Capital Markets April 2004 - Present
Raymond James September 1997 - September 2001
Tradition N.A. August 1991 - July 1995
Credit Lyonnais, NY 1985 - 1991
Skills
Hedge Funds, Foreign Exchange, Mutual Funds, Investments, Asset Management, Bonds
Education
Seton Hall University 1979 — 1983
Jacqueline Hanlon's Raymond James Experience July 2014 - July 2015
Job Enthusiastic, Motivated, and a Go Getter!
Industry Staffing and Recruiting
Experience
Raymond James Financial, Inc. July 2015 - Present
Raymond James July 2014 - July 2015
Employment Partners Inc. April 2014 - June 2014
LPL Financial February 2012 - May 2013
Kilman & Hillyard April 2010 - March 2012
Victoria's Secret June 2009 - September 2010
Huete Mortgage, Inc January 2008 - October 2008
Contractorswatch.com LLC April 2007 - January 2008
Huete Mortgage Inc November 2003 - April 2007
Mission Playmates Preschool January 2001 - November 2003
Skills
Excel, Quickbooks, PowerPoint, Quicken, Payroll, Accounting, Accounts Receivable, Accounts Payable, Invoicing, Scheduling, Billing, Customer Service, Account Reconciliation, QuickBooks, Management, Recruiting
Education
Real Estate 2007 — 2008
Anthony's School, Real Estate
San Jose State University 2000 — 2003
BA, Social Work
Real Estate School
Currently taking Real Estate classes in Florida
Raymond James Financial, Inc. July 2015 - Present
Raymond James July 2014 - July 2015
Employment Partners Inc. April 2014 - June 2014
LPL Financial February 2012 - May 2013
Kilman & Hillyard April 2010 - March 2012
Victoria's Secret June 2009 - September 2010
Huete Mortgage, Inc January 2008 - October 2008
Contractorswatch.com LLC April 2007 - January 2008
Huete Mortgage Inc November 2003 - April 2007
Mission Playmates Preschool January 2001 - November 2003
Skills
Excel, Quickbooks, PowerPoint, Quicken, Payroll, Accounting, Accounts Receivable, Accounts Payable, Invoicing, Scheduling, Billing, Customer Service, Account Reconciliation, QuickBooks, Management, Recruiting
Education
Real Estate 2007 — 2008
Anthony's School, Real Estate
San Jose State University 2000 — 2003
BA, Social Work
Real Estate School
Currently taking Real Estate classes in Florida
Daniel Schonberg's Raymond James Experience February 2006 - September 2011
Job financial consultant at Raymond James
Industry Financial Services
Experience
Raymond James February 2006 - September 2011
Education
Purdue University
Raymond James February 2006 - September 2011
Education
Purdue University
Orlando, George's Raymond James Experience Systems AnalystFranklin Templeton1994 - 2002
Job Systems Analyst at Raymond James
Industry Financial Services
Experience
Raymond James Systems AnalystFranklin Templeton1994 - 2002
Education
Ramapo College of New Jersey 1980 — 1982
Raymond James Systems AnalystFranklin Templeton1994 - 2002
Education
Ramapo College of New Jersey 1980 — 1982
Eric Slifer's Raymond James Experience 2007 - 2008
Job Business Analyst at Raymond James
Industry Information Technology and Services
Experience
Raymond James Financial Inc. 2013 - Present
Raymond James Financial Inc. 2008 - 2013
Raymond James 2007 - 2008
Catalina Marketing 2002 - 2006
Intermedia Communications 1998 - 2002
Intermedia Communications, Worldcom, MCI 1998 - 2002
Skills
Business Analysis
Education
Purdue University 1988 — 1992
Raymond James Financial Inc. 2013 - Present
Raymond James Financial Inc. 2008 - 2013
Raymond James 2007 - 2008
Catalina Marketing 2002 - 2006
Intermedia Communications 1998 - 2002
Intermedia Communications, Worldcom, MCI 1998 - 2002
Skills
Business Analysis
Education
Purdue University 1988 — 1992
Heshanthi Federer, JD, AAMS's Raymond James Experience September 2011 - Present
Job Business Development at Raymond James Trust N.A.
Industry Financial Services
Experience
Raymond James Trust N.A. May 2015 - Present
Raymond James September 2011 - Present
Creative Artist Agency February 2010 - August 2011
LWS Media 2009 - 2010
Superior Court of California, Los Angeles. 2008 - 2008
Harriett Buhai Center for Family Law 2008 - 2008
Skills
Estate Planning, Retirement Planning, Series 7, Strategic Financial..., Investment Advisory, Wealth Management, Asset Allocation, 401k Rollovers, Investment Strategies, College Savings Plans, Insurance, Portfolio Management
Education
Southwestern University School of Law 2006 — 2009
Juris Doctor
University of California, Los Angeles 2002 — 2006
Bachelor of Arts, Political Science, Economics, Philosophy
Raymond James Trust N.A. May 2015 - Present
Raymond James September 2011 - Present
Creative Artist Agency February 2010 - August 2011
LWS Media 2009 - 2010
Superior Court of California, Los Angeles. 2008 - 2008
Harriett Buhai Center for Family Law 2008 - 2008
Skills
Estate Planning, Retirement Planning, Series 7, Strategic Financial..., Investment Advisory, Wealth Management, Asset Allocation, 401k Rollovers, Investment Strategies, College Savings Plans, Insurance, Portfolio Management
Education
Southwestern University School of Law 2006 — 2009
Juris Doctor
University of California, Los Angeles 2002 — 2006
Bachelor of Arts, Political Science, Economics, Philosophy
Bruce Klein's Raymond James Experience November 1999 - November 2004
Job Portfolio Manager and Principal at Geneva Investment Management of Chicago
Industry Investment Management
Experience
Investment Management November 2004 - Present
Raymond James November 1999 - November 2004
Skills
Fixed Income, Portfolio Management, Asset Allocation, Investment Management, Investment Strategies, Equities, Hedge Funds, Asset Managment, Series 7, Investment Advisory, Equity Research, Bloomberg, Investments, Mutual Funds, Securities, Wealth Management, Series 63, Capital Markets, Alternative Investments, Asset Management, Equity Valuation
Education
The University of Chicago - Booth School of Business 1984 — 1986
Master of Business Administration (MBA)
Rutgers University-New Brunswick 1978 — 1979
BA, Economics
Investment Management November 2004 - Present
Raymond James November 1999 - November 2004
Skills
Fixed Income, Portfolio Management, Asset Allocation, Investment Management, Investment Strategies, Equities, Hedge Funds, Asset Managment, Series 7, Investment Advisory, Equity Research, Bloomberg, Investments, Mutual Funds, Securities, Wealth Management, Series 63, Capital Markets, Alternative Investments, Asset Management, Equity Valuation
Education
The University of Chicago - Booth School of Business 1984 — 1986
Master of Business Administration (MBA)
Rutgers University-New Brunswick 1978 — 1979
BA, Economics
Todd Warburton's Raymond James Experience May 2006 - Present
Job Senior Vice President Investments, Branch Manager, Raymond James
Industry Investment Management
Experience
Raymond James May 2006 - Present
Piper Jaffray October 2000 - May 2006
Skills
Investments, Asset Allocation, Securities, Financial Advisory, Investment Management, Financial Services, Estate Planning, Retirement, Banking, Mutual Funds, Finance, Series 7, Wealth Management, Series 63, Strategic Financial..., Retirement Planning, Asset Management, Portfolio Management, Investment Advisory, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2003 — 2004
Certified Investment Management Analyst Program
Regis University 1998 — 1999
BS, Business Administration
University of Colorado Boulder 1982 — 1987
Raymond James May 2006 - Present
Piper Jaffray October 2000 - May 2006
Skills
Investments, Asset Allocation, Securities, Financial Advisory, Investment Management, Financial Services, Estate Planning, Retirement, Banking, Mutual Funds, Finance, Series 7, Wealth Management, Series 63, Strategic Financial..., Retirement Planning, Asset Management, Portfolio Management, Investment Advisory, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2003 — 2004
Certified Investment Management Analyst Program
Regis University 1998 — 1999
BS, Business Administration
University of Colorado Boulder 1982 — 1987
Paula Broerman's Raymond James Experience customer servicejewelers financial services1988 - 1998
Job Trading Support Assoc at Raymond James
Industry Investment Management
Experience
Raymond James customer servicejewelers financial services1988 - 1998
jfs 1988 - 1995
jewelers financial 1988 - 1995
Education
St. Petersburg College 1989 — 1990
Pinellas Park High School 1986 — 1989
Raymond James customer servicejewelers financial services1988 - 1998
jfs 1988 - 1995
jewelers financial 1988 - 1995
Education
St. Petersburg College 1989 — 1990
Pinellas Park High School 1986 — 1989
Carmen Inclan's Raymond James Experience April 2011 - Present
Job Vice President Raymond James 813 263 7032
Industry Banking
Experience
Raymond James April 2011 - Present
Fifth Third Bank August 2008 - April 2011
Countrywide Home Loans April 2007 - January 2008
HomeBanc Mortgage Corporation February 2000 - April 2007
Skills
Mortgage Lending, Mortgage, Refinance, Loans, Loan Origination
Education
Rider University 1978 — 1982
BA, Foreign Languages, Marketing
Archbishop Walsh HS 1974 — 1978
College Prep
Raymond James April 2011 - Present
Fifth Third Bank August 2008 - April 2011
Countrywide Home Loans April 2007 - January 2008
HomeBanc Mortgage Corporation February 2000 - April 2007
Skills
Mortgage Lending, Mortgage, Refinance, Loans, Loan Origination
Education
Rider University 1978 — 1982
BA, Foreign Languages, Marketing
Archbishop Walsh HS 1974 — 1978
College Prep
Keith Hickey's Raymond James Experience February 2005 - July 2009
Job Technical Consultant at Southern Company
Industry Information Technology and Services
Experience
Southern Company January 2010 - Present
Synergis July 2009 - May 2010
Raymond James February 2005 - July 2009
Raymond James Financial February 2005 - July 2009
Titan Cruise Lines June 2004 - February 2005
VERITAS Software December 2003 - June 2004
EMC May 2000 - January 2002
IntraSystems 1999 - 2000
Stream International July 1997 - October 1999
Skills
BizTalk, IT Management, Windows Server, IIS, Microsoft SQL Server, SDLC, Citrix, SQL, SharePoint, Active Directory, ITIL
Education
St. Petersburg College 2006 — 2008
Quinsigamond Community College 1992 — 1994
Milford High School
Southern Company January 2010 - Present
Synergis July 2009 - May 2010
Raymond James February 2005 - July 2009
Raymond James Financial February 2005 - July 2009
Titan Cruise Lines June 2004 - February 2005
VERITAS Software December 2003 - June 2004
EMC May 2000 - January 2002
IntraSystems 1999 - 2000
Stream International July 1997 - October 1999
Skills
BizTalk, IT Management, Windows Server, IIS, Microsoft SQL Server, SDLC, Citrix, SQL, SharePoint, Active Directory, ITIL
Education
St. Petersburg College 2006 — 2008
Quinsigamond Community College 1992 — 1994
Milford High School
Annette Russell's Raymond James Experience August 1995 - Present
Job Operations Supervisor at Raymond James Financial
Industry Financial Services
Experience
Raymond James August 1995 - Present
Winn Dixie Stores December 1990 - August 1995
Skills
Series 99, Equities, Insurance, Securities, Alternative Investments, Financial Analysis, Financial Services, Business Analysis, Microsoft Excel, SDLC, Bloomberg, Risk Management, Asset Management, Process Improvement, FINRA, Mutual Funds, Vendor Management, Customer Service, Investments
Education
St. Petersburg College
Raymond James August 1995 - Present
Winn Dixie Stores December 1990 - August 1995
Skills
Series 99, Equities, Insurance, Securities, Alternative Investments, Financial Analysis, Financial Services, Business Analysis, Microsoft Excel, SDLC, Bloomberg, Risk Management, Asset Management, Process Improvement, FINRA, Mutual Funds, Vendor Management, Customer Service, Investments
Education
St. Petersburg College
Ted Gustitus's Raymond James Experience August 2010 - Present
Job Transaction Manager, Contracts & Procurement at Raymond James
Industry Financial Services
Experience
Raymond James August 2010 - Present
itCO January 2010 - August 2010
Ernst & Young November 2000 - June 2009
Sprint PCS May 1999 - November 2000
Ayco Company June 1998 - May 1999
Skills
Contract Negotiation, Negotiation, Strategic Sourcing, Compliance, Telecommunications, Contract Management, Contract Negotiations, Vendor Management, Purchasing, Procurement, Management Consulting, Sourcing, Vendor Relations, Financial Analysis, Microsoft Office, Cost Reduction, Project Management, Leadership, Information Technology, Budgets, Performance Management, Business Strategy, Human Resources, Business Process..., Pricing
Education
Quinnipiac University School of Law
Juris Doctor, magna cum laude, Law
Trinity College Dublin
International law studies
Villanova University
Raymond James August 2010 - Present
itCO January 2010 - August 2010
Ernst & Young November 2000 - June 2009
Sprint PCS May 1999 - November 2000
Ayco Company June 1998 - May 1999
Skills
Contract Negotiation, Negotiation, Strategic Sourcing, Compliance, Telecommunications, Contract Management, Contract Negotiations, Vendor Management, Purchasing, Procurement, Management Consulting, Sourcing, Vendor Relations, Financial Analysis, Microsoft Office, Cost Reduction, Project Management, Leadership, Information Technology, Budgets, Performance Management, Business Strategy, Human Resources, Business Process..., Pricing
Education
Quinnipiac University School of Law
Juris Doctor, magna cum laude, Law
Trinity College Dublin
International law studies
Villanova University
Stacy Spaeth's Raymond James Experience October 2011 - April 2013
Job Marketing / HR Coordinator at Ultimate Linings
Industry Marketing and Advertising
Experience
Ultimate Linings April 2013 - Present
Raymond James October 2011 - April 2013
John M. Floyd & Associates June 2009 - October 2011
KB Home March 2011 - August 2011
Brookdale Senior Living July 2008 - November 2008
Linscomb & Williams June 2003 - July 2008
MM's Designs May 1999 - January 2000
Skills
Microsoft Excel, Customer Service, Microsoft Office, Strategic Planning, Team Building, Public Speaking, Microsoft Word, Marketing, Sales, Marketing Strategy, Event Management, Marketing Communications, Research, Advertising, Time Management, Editing, Human Resources, Trade Shows, Event Planning, Data Entry, Community Outreach
Education
Sam Houston State University 1984 — 1989
Ultimate Linings April 2013 - Present
Raymond James October 2011 - April 2013
John M. Floyd & Associates June 2009 - October 2011
KB Home March 2011 - August 2011
Brookdale Senior Living July 2008 - November 2008
Linscomb & Williams June 2003 - July 2008
MM's Designs May 1999 - January 2000
Skills
Microsoft Excel, Customer Service, Microsoft Office, Strategic Planning, Team Building, Public Speaking, Microsoft Word, Marketing, Sales, Marketing Strategy, Event Management, Marketing Communications, Research, Advertising, Time Management, Editing, Human Resources, Trade Shows, Event Planning, Data Entry, Community Outreach
Education
Sam Houston State University 1984 — 1989
Jim Cullen's Raymond James Experience January 2008 - July 2009
Job Compliance Consultant at Financial Planners Assistance Corp
Industry Financial Services
Experience
Financial Planners Assistance Corp September 2013 - Present
The Roosevelt Investment Group December 2012 - August 2013
The Roosevelt Investment Group July 2009 - December 2012
Raymond James January 2008 - July 2009
Franklin Templeton Investments March 2006 - December 2007
Skills
Series 7, Series 24, Series 66
Education
University of Phoenix 2006 — 2008
Master's, Business Administration
University of South Florida 2004 — 2005
Bachelor's, Political Science and Economics
St. Petersburg College 2000 — 2004
Associates, General
Financial Planners Assistance Corp September 2013 - Present
The Roosevelt Investment Group December 2012 - August 2013
The Roosevelt Investment Group July 2009 - December 2012
Raymond James January 2008 - July 2009
Franklin Templeton Investments March 2006 - December 2007
Skills
Series 7, Series 24, Series 66
Education
University of Phoenix 2006 — 2008
Master's, Business Administration
University of South Florida 2004 — 2005
Bachelor's, Political Science and Economics
St. Petersburg College 2000 — 2004
Associates, General
kathy dougherty-fenn's Raymond James Experience client servicesraymond james1998 - 2005
Job client services at raymond james
Industry Financial Services
Experience
raymond james client servicesraymond james1998 - 2005
Education
St. Petersburg College 1990 — 2008
aa, communications, nursing
raymond james client servicesraymond james1998 - 2005
Education
St. Petersburg College 1990 — 2008
aa, communications, nursing
Chad Kooy's Raymond James Experience 2008 - Present
Job Senior Vice President, Institutional Sales at Raymond James
Industry Capital Markets
Experience
Raymond James 2008 - Present
WaMu Capital Corp. 2002 - 2007
Pacific Crest Securities 1999 - 2002
Paine Webber 1996 - 1998
Education
Seattle Pacific University
BA, MBA, Finance and Economics
Raymond James 2008 - Present
WaMu Capital Corp. 2002 - 2007
Pacific Crest Securities 1999 - 2002
Paine Webber 1996 - 1998
Education
Seattle Pacific University
BA, MBA, Finance and Economics
Karin Davenport's Raymond James Experience August 2006 - March 2009
Job Registered CSA at UBS Financial Services
Industry Financial Services
Experience
UBS April 2009 - Present
Raymond James August 2006 - March 2009
Education
Rollins College 1979 — 1983
Theatre Arts - minor Francais
Woodstock Country School
Woodstock Union High School
UBS April 2009 - Present
Raymond James August 2006 - March 2009
Education
Rollins College 1979 — 1983
Theatre Arts - minor Francais
Woodstock Country School
Woodstock Union High School
Caryn Kirley's Raymond James Experience 1989 - 1993
Job Accounting/Banking Supervisor at City of Tampa
Industry Financial Services
Experience
City of Tampa March 2011 - Present
Ceridian May 2010 - December 2010
Aegon February 2005 - April 2010
William R. Hough & Co. 1993 - 2004
Raymond James 1989 - 1993
Skills
Accounting, Process Improvement, Financial Analysis
Education
University of Tampa - John H. Sykes College of Business 1998 — 2002
MBA, Business
University of South Florida 1986 — 1989
BS, Accounting
St. Petersburg College 1982 — 1984
City of Tampa March 2011 - Present
Ceridian May 2010 - December 2010
Aegon February 2005 - April 2010
William R. Hough & Co. 1993 - 2004
Raymond James 1989 - 1993
Skills
Accounting, Process Improvement, Financial Analysis
Education
University of Tampa - John H. Sykes College of Business 1998 — 2002
MBA, Business
University of South Florida 1986 — 1989
BS, Accounting
St. Petersburg College 1982 — 1984
Roberta Counley's Raymond James Experience June 2006 - Present
Job Senior Registered Sales Assistant & Paraplanner
Industry Financial Services
Experience
Raymond James June 2006 - Present
Robert W. Baird & Co. February 2005 - June 2006
Genworth Financial Investment Services, Inc. July 2001 - December 2004
Bosch Rexroth January 1997 - July 2001
Education
Rock Valley College
Business Administration, Management and Operations
Raymond James June 2006 - Present
Robert W. Baird & Co. February 2005 - June 2006
Genworth Financial Investment Services, Inc. July 2001 - December 2004
Bosch Rexroth January 1997 - July 2001
Education
Rock Valley College
Business Administration, Management and Operations
Ami Cupsgr4U's Raymond James Experience 2001 - 2004
Job Student at St. Petersburg College
Industry Medical Practice
Experience
Raymond James 2001 - 2004
Education
St. Petersburg College 2005 — 2011
Raymond James 2001 - 2004
Education
St. Petersburg College 2005 — 2011
Janice Barlow's Raymond James Experience August 2003 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James August 2003 - Present
First Investors Corporation May 1982 - August 2003
Skills
Financial Advisory, Investments, Retirement Planning, Estate Planning, Life Insurance, Securities, Long Term Care Insurance, Series 7, Asset Allocation, Mutual Funds, Series 63, Retirement, Investment Strategies, Wealth Management, Investment Advisory, Series 65, Series 24, Chartered Financial..., Chartered Life..., Chartered Associate of..., Medicare
Education
University of Michigan 1975 — 1980
Business Administration, Finance/Economics
St. Petersburg College 2010 — 2012
Bachelor's degree, Secondary Education and Teaching
Raymond James August 2003 - Present
First Investors Corporation May 1982 - August 2003
Skills
Financial Advisory, Investments, Retirement Planning, Estate Planning, Life Insurance, Securities, Long Term Care Insurance, Series 7, Asset Allocation, Mutual Funds, Series 63, Retirement, Investment Strategies, Wealth Management, Investment Advisory, Series 65, Series 24, Chartered Financial..., Chartered Life..., Chartered Associate of..., Medicare
Education
University of Michigan 1975 — 1980
Business Administration, Finance/Economics
St. Petersburg College 2010 — 2012
Bachelor's degree, Secondary Education and Teaching
Kamal Basra's Raymond James Experience 2009 - Present
Job Financial Advisor at Sophia Financial Group
Industry Investment Management
Experience
Raymond James 2009 - Present
Sophia Financial Group 2009 - Present
Women in Leadership Foundation 2008 - 2010
TD Waterhouse November 2003 - January 2009
Dundee Securities 1996 - November 2003
Skills
Wealth Management, Investments, Strategic Financial..., Estate Planning, Investment Advisory, Retirement, Strategic Planning, Retirement Planning, Mutual Funds, Public Speaking, Financial Advisory, Portfolio Management, Securities, Financial Analysis, Risk Management, Leadership, Finance, Investment Management
Education
Simon Fraser University 1982 — 1987
BSc, Molecular Biology
Vancouver Technical Secondary School 1978 — 1982
Diploma, Science
Raymond James 2009 - Present
Sophia Financial Group 2009 - Present
Women in Leadership Foundation 2008 - 2010
TD Waterhouse November 2003 - January 2009
Dundee Securities 1996 - November 2003
Skills
Wealth Management, Investments, Strategic Financial..., Estate Planning, Investment Advisory, Retirement, Strategic Planning, Retirement Planning, Mutual Funds, Public Speaking, Financial Advisory, Portfolio Management, Securities, Financial Analysis, Risk Management, Leadership, Finance, Investment Management
Education
Simon Fraser University 1982 — 1987
BSc, Molecular Biology
Vancouver Technical Secondary School 1978 — 1982
Diploma, Science
Ryan Illingworth's Raymond James Experience October 2007 - July 2013
Job National Account Manager at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2013 - Present
Raymond James October 2007 - July 2013
Pinellas County Schools July 2001 - October 2003
Skills
Series 7, Investment Management, Mutual Funds, Sales, Cold Calling, Sales Prospecting, Asset Allocation, Alternative Investments, Investments, Investment Strategies, Asset Management
Education
University of Tampa - John H. Sykes College of Business 2007 — 2009
MBA, Finance
Purdue University 1994 — 2000
BA, Education
Nuveen Investments August 2013 - Present
Raymond James October 2007 - July 2013
Pinellas County Schools July 2001 - October 2003
Skills
Series 7, Investment Management, Mutual Funds, Sales, Cold Calling, Sales Prospecting, Asset Allocation, Alternative Investments, Investments, Investment Strategies, Asset Management
Education
University of Tampa - John H. Sykes College of Business 2007 — 2009
MBA, Finance
Purdue University 1994 — 2000
BA, Education
Don Sanregret jr's Raymond James Experience 2006 - 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
no company 1990 - Present
adp ann arbor mi 2008 - 2009
raymond james southfield mi 2006 - 2007
raymond james 2006 - 2007
melody farms 1995 - 2004
Education
Schoolcraft College 1987 — 1989
Schoolcraft College 1974 — 1976
no company 1990 - Present
adp ann arbor mi 2008 - 2009
raymond james southfield mi 2006 - 2007
raymond james 2006 - 2007
melody farms 1995 - 2004
Education
Schoolcraft College 1987 — 1989
Schoolcraft College 1974 — 1976
Brian Southerland's Raymond James Experience February 2007 - Present
Job Managing Director, Investments
Industry Financial Services
Experience
Raymond James February 2007 - Present
Financial Consultant 1993 - 2007
Financial Advisor 1992 - 1993
Skills
Wealth Management, Investments, Retirement Planning, Financial Advisory, Portfolio Management, Asset Allocation, Investment Advisory
Education
Samford University 1981 — 1985
Bachelor of Arts (B.A.), Public Administration
Raymond James February 2007 - Present
Financial Consultant 1993 - 2007
Financial Advisor 1992 - 1993
Skills
Wealth Management, Investments, Retirement Planning, Financial Advisory, Portfolio Management, Asset Allocation, Investment Advisory
Education
Samford University 1981 — 1985
Bachelor of Arts (B.A.), Public Administration
Jennifer Hoyt's Raymond James Experience May 2006 - Present
Job System Administrator at Raymond James
Industry Financial Services
Experience
Raymond James May 2006 - Present
Verizon 2004 - 2006
Danka Office Imaging 1998 - 2004
Skills
SharePoint, Disaster Recovery, SQL, SDLC, Quality Center, Windows Server, IIS, Visio, Requirements Analysis, Servers, IT Management, Data Modeling, Microsoft SQL Server, Databases, Mobius, Kofax, Red Hat Linux, Solaris 8/9/10, NICE Call Recording, DNS, SSIS, Active Directory, Oracle, Enterprise Architecture, Systems Analysis, ITIL, Unix, Requirements Gathering, Integration, System Administration, Solaris, Operating Systems, Linux, Web Applications, Data Center, High Availability, Technical Support, Troubleshooting
Education
St. Petersburg College
A.S. Computer Networking, Computer Science
Raymond James May 2006 - Present
Verizon 2004 - 2006
Danka Office Imaging 1998 - 2004
Skills
SharePoint, Disaster Recovery, SQL, SDLC, Quality Center, Windows Server, IIS, Visio, Requirements Analysis, Servers, IT Management, Data Modeling, Microsoft SQL Server, Databases, Mobius, Kofax, Red Hat Linux, Solaris 8/9/10, NICE Call Recording, DNS, SSIS, Active Directory, Oracle, Enterprise Architecture, Systems Analysis, ITIL, Unix, Requirements Gathering, Integration, System Administration, Solaris, Operating Systems, Linux, Web Applications, Data Center, High Availability, Technical Support, Troubleshooting
Education
St. Petersburg College
A.S. Computer Networking, Computer Science
Kimberly Watson's Raymond James Experience 2005 - 2006
Job Billing Manager I at FIS
Industry Information Technology and Services
Experience
FIS August 2014 - Present
FIS May 2012 - August 2014
FIS May 2010 - April 2012
FIS May 2009 - May 2010
Colonial Bank September 2006 - May 2009
Raymond James 2005 - 2006
Skills
Banking, Process Improvement, Leadership, Management, Microsoft Excel, PowerPoint, Billing Process, Billing Systems, Variance Analysis, Microsoft Office, Finance, Oracle E-Business Suite, SharePoint, PeopleSoft, Invoicing, Integration
Education
Rollins College - Crummer Graduate School of Business 2004 — 2006
MBA, Finance
University of Central Florida 2000 — 2004
B.S., Finance
FIS August 2014 - Present
FIS May 2012 - August 2014
FIS May 2010 - April 2012
FIS May 2009 - May 2010
Colonial Bank September 2006 - May 2009
Raymond James 2005 - 2006
Skills
Banking, Process Improvement, Leadership, Management, Microsoft Excel, PowerPoint, Billing Process, Billing Systems, Variance Analysis, Microsoft Office, Finance, Oracle E-Business Suite, SharePoint, PeopleSoft, Invoicing, Integration
Education
Rollins College - Crummer Graduate School of Business 2004 — 2006
MBA, Finance
University of Central Florida 2000 — 2004
B.S., Finance
George Yarnall's Raymond James Experience April 2005 - Present
Job Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James April 2005 - Present
Education
Rollins College - Crummer Graduate School of Business 1968 — 1973
MBA, Finance
Raymond James April 2005 - Present
Education
Rollins College - Crummer Graduate School of Business 1968 — 1973
MBA, Finance
Casey Ames's Raymond James Experience June 2014 - Present
Job NFP
Industry Financial Services
Experience
Raymond James June 2014 - Present
Wells Fargo Advisors, LLC November 2010 - June 2014
Erben Associates April 2008 - March 2010
Dell Children's Hospital 2005 - 2006
Skills
Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Retirement, Insurance, Fixed Annuities, Customer Service, Leadership, Public Speaking, Financial Analysis, Life Insurance, Long-term Care, Fundraising, Event Planning, Microsoft Office, Microsoft Excel
Education
University of North Texas 2000 — 2003
Bachelor of Arts (B.A.), Political Science/Spanish
Southwestern Assemblies of God University 1996 — 1998
Raymond James June 2014 - Present
Wells Fargo Advisors, LLC November 2010 - June 2014
Erben Associates April 2008 - March 2010
Dell Children's Hospital 2005 - 2006
Skills
Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Retirement, Insurance, Fixed Annuities, Customer Service, Leadership, Public Speaking, Financial Analysis, Life Insurance, Long-term Care, Fundraising, Event Planning, Microsoft Office, Microsoft Excel
Education
University of North Texas 2000 — 2003
Bachelor of Arts (B.A.), Political Science/Spanish
Southwestern Assemblies of God University 1996 — 1998
jim tomko's Raymond James Experience June 1992 - June 2007
Job St. Pete Electric
Industry Construction
Experience
st. pete electric December 2010 - Present
JW Cole Financial, Inc. October 2009 - November 2010
Modern Business Associates February 2009 - September 2009
Beef O' Brady's June 2007 - January 2009
Raymond James June 1992 - June 2007
Education
St. Petersburg College
Accounting
st. pete electric December 2010 - Present
JW Cole Financial, Inc. October 2009 - November 2010
Modern Business Associates February 2009 - September 2009
Beef O' Brady's June 2007 - January 2009
Raymond James June 1992 - June 2007
Education
St. Petersburg College
Accounting
Robin Redford's Raymond James Experience October 2008 - Present
Job Director, Housing Finance Group at Raymond James
Industry Investment Banking
Experience
Raymond James October 2008 - Present
UBS Securities July 2001 - June 2008
Education
Rice University
BA, Economics
The University of Texas at Austin - The LBJ School of Public Affairs
MPAff, Public Affairs
Raymond James October 2008 - Present
UBS Securities July 2001 - June 2008
Education
Rice University
BA, Economics
The University of Texas at Austin - The LBJ School of Public Affairs
MPAff, Public Affairs
Jake Turner, AAMS®'s Raymond James Experience January 2013 - Present
Job Financial Advisor at RAYMOND JAMES
Industry Financial Services
Experience
RAYMOND JAMES January 2013 - Present
lululemon athletica March 2010 - April 2012
Abercrombie & Fitch March 2006 - April 2010
Education
St. Ambrose University 2000 — 2004
Bachelor of Arts (B.A.), Education
North high school
RAYMOND JAMES January 2013 - Present
lululemon athletica March 2010 - April 2012
Abercrombie & Fitch March 2006 - April 2010
Education
St. Ambrose University 2000 — 2004
Bachelor of Arts (B.A.), Education
North high school
Rick Martini's Raymond James Experience 2010 - Present
Job Senior VicePresident, Investments at Raymond James
Industry Financial Services
Experience
Raymond James 2010 - Present
Merrill Lynch August 2005 - August 2010
Skills
Wealth Management, Retirement Planning, Retirement, Mutual Funds, Financial Advisory, Securities, Portfolio Management, Estate Planning, Asset Allocation, Wealth, 401k, Asset Management, Equities, Investments, Investment Advisory, Bonds, High Net Worth..., Financial Planning
Education
Southern Illinois University, Edwardsville 1973 — 1975
Certified Financial Planner Board
Certified Financial Planner
Raymond James 2010 - Present
Merrill Lynch August 2005 - August 2010
Skills
Wealth Management, Retirement Planning, Retirement, Mutual Funds, Financial Advisory, Securities, Portfolio Management, Estate Planning, Asset Allocation, Wealth, 401k, Asset Management, Equities, Investments, Investment Advisory, Bonds, High Net Worth..., Financial Planning
Education
Southern Illinois University, Edwardsville 1973 — 1975
Certified Financial Planner Board
Certified Financial Planner
Paul Lower's Raymond James Experience November 2008 - Present
Job Operations Manager at Raymond James
Industry Financial Services
Experience
Raymond James November 2008 - Present
Fidelity National Information Services October 1998 - October 2008
Education
University of South Florida 1994 — 1998
Business Management
St. Petersburg College 1988 — 1994
AA, general
Raymond James November 2008 - Present
Fidelity National Information Services October 1998 - October 2008
Education
University of South Florida 1994 — 1998
Business Management
St. Petersburg College 1988 — 1994
AA, general
Nicholas Barsoum's Raymond James Experience September 2012 - Present
Job Information Technology Support Specialist at Raymond James
Industry Information Technology and Services
Experience
Raymond James September 2012 - Present
CIO Technology Solutions June 2012 - August 2012
TekSystems - Lennar Homes January 2012 - April 2012
TekSystems - USBANK January 2010 - January 2012
TekSystems - Pilgrim Software September 2009 - December 2009
Comsys - JP Morgan Chase August 2006 - September 2009
TEKsystems June 2006 - August 2006
Sony Ericsson WTA Tour August 2005 - June 2006
CompUSA November 2004 - May 2005
Pomeroy IT Solutions - Bank of America April 2004 - June 2004
Education
St. Peter's College 1991 — 2005
Bachelor of Science, Computer Science
Raymond James September 2012 - Present
CIO Technology Solutions June 2012 - August 2012
TekSystems - Lennar Homes January 2012 - April 2012
TekSystems - USBANK January 2010 - January 2012
TekSystems - Pilgrim Software September 2009 - December 2009
Comsys - JP Morgan Chase August 2006 - September 2009
TEKsystems June 2006 - August 2006
Sony Ericsson WTA Tour August 2005 - June 2006
CompUSA November 2004 - May 2005
Pomeroy IT Solutions - Bank of America April 2004 - June 2004
Education
St. Peter's College 1991 — 2005
Bachelor of Science, Computer Science
Evan Chudnow's Raymond James Experience July 2008 - February 2011
Job Bassist/Songwriter
Industry Music
Experience
Los Angeles College of Music October 2013 - Present
Self Employed July 2012 - Present
Raymond James July 2008 - February 2011
Skills
Music, Songwriting, Composition, Recording, Music Production, Singing, Musicians, Social Media, Audio Engineering, Sound, Social Networking, Entertainment, Songs, Guitar, Band, Bands
Education
Los Angeles College Of Music 2011 — 2012
Associate of Arts (A.A.), Music Performance, General, Cum Laude
Saint Louis University 2003 — 2007
Bachelors, Psychology
Los Angeles College of Music October 2013 - Present
Self Employed July 2012 - Present
Raymond James July 2008 - February 2011
Skills
Music, Songwriting, Composition, Recording, Music Production, Singing, Musicians, Social Media, Audio Engineering, Sound, Social Networking, Entertainment, Songs, Guitar, Band, Bands
Education
Los Angeles College Of Music 2011 — 2012
Associate of Arts (A.A.), Music Performance, General, Cum Laude
Saint Louis University 2003 — 2007
Bachelors, Psychology
Philip Brooks's Raymond James Experience October 2007 - Present
Job First Vice President, Investments
Industry Financial Services
Experience
Raymond James October 2007 - Present
RBC Dain Rauscher December 1990 - October 2007
Smith Barney June 1989 - December 1990
Merrill Lynch November 1976 - June 1989
Skills
Series 7, Retirement Planning, Investments, Retirement, Finance, Securities, Mutual Funds, Investment Strategies, Wealth Management, Estate Planning, Asset Management, Investment Advisory, Mergers & Acquisitions, Series 63, Risk Management
Education
Southern Arkansas University 1970 — 1974
B.B.A. in Management, Business & Economics
Robert E Lee High School, Tyler, Texas 1967 — 1970
High School Diploma, General Studies
Raymond James October 2007 - Present
RBC Dain Rauscher December 1990 - October 2007
Smith Barney June 1989 - December 1990
Merrill Lynch November 1976 - June 1989
Skills
Series 7, Retirement Planning, Investments, Retirement, Finance, Securities, Mutual Funds, Investment Strategies, Wealth Management, Estate Planning, Asset Management, Investment Advisory, Mergers & Acquisitions, Series 63, Risk Management
Education
Southern Arkansas University 1970 — 1974
B.B.A. in Management, Business & Economics
Robert E Lee High School, Tyler, Texas 1967 — 1970
High School Diploma, General Studies
Christine Copodonna's Raymond James Experience April 2012 - Present
Job Independent Consultant at The Pampered Chef
Industry Financial Services
Experience
The Pampered Chef January 2013 - Present
Raymond James April 2012 - Present
Raymond James Financial Inc. September 2008 - April 2012
Raymond James Financial Inc. May 2007 - September 2008
Skills
Data Analysis, Sales, Process Improvement, Project Management, Team Leadership, Customer Service, Team Building, SharePoint, PowerPoint, Outlook, Microsoft Word, Project Planning, Requirements Analysis, Budgets, Risk Management, Requirements Gathering, Software Documentation, Analysis, Windows, Troubleshooting, Public Speaking, Event Planning, Teamwork, Testing, SDLC
Education
University of South Florida 2015 — 2017
Bachelor’s Degree, Management Information Systems
St. Petersburg College 2009 — 2014
A.A in General Studies, International Business
Remington College 2006 — 2008
A.S in Computer Networking Technology, Computer Hardware and Software
The Pampered Chef January 2013 - Present
Raymond James April 2012 - Present
Raymond James Financial Inc. September 2008 - April 2012
Raymond James Financial Inc. May 2007 - September 2008
Skills
Data Analysis, Sales, Process Improvement, Project Management, Team Leadership, Customer Service, Team Building, SharePoint, PowerPoint, Outlook, Microsoft Word, Project Planning, Requirements Analysis, Budgets, Risk Management, Requirements Gathering, Software Documentation, Analysis, Windows, Troubleshooting, Public Speaking, Event Planning, Teamwork, Testing, SDLC
Education
University of South Florida 2015 — 2017
Bachelor’s Degree, Management Information Systems
St. Petersburg College 2009 — 2014
A.A in General Studies, International Business
Remington College 2006 — 2008
A.S in Computer Networking Technology, Computer Hardware and Software
Financial Planner's Raymond James Experience August 2008 - Present
Job Relationship Manager at Raymond James
Industry Financial Services
Experience
Raymond James August 2008 - Present
Saginaw Valley State University August 2007 - May 2008
The Prudential August 1992 - January 2002
Education
Saginaw Valley State University - College of Business and Management 2004 — 2006
MBA, Finance, Economics, Teaching, Math
Raymond James August 2008 - Present
Saginaw Valley State University August 2007 - May 2008
The Prudential August 1992 - January 2002
Education
Saginaw Valley State University - College of Business and Management 2004 — 2006
MBA, Finance, Economics, Teaching, Math
Synitra Wilson's Raymond James Experience April 2005 - July 2005
Job Quality Assurance Coordinator at BenefitMall
Industry Financial Services
Experience
CompuPay December 2005 - Present
Raymond James April 2005 - July 2005
IBM September 1998 - December 2004
Skills
Payroll, Account Management, Employee Benefits, Microsoft Office, Sales, Customer Service, Salesforce.com, Human Resources
Education
St. Petersburg College
Associate of Arts (A.A.), Information Technology
CompuPay December 2005 - Present
Raymond James April 2005 - July 2005
IBM September 1998 - December 2004
Skills
Payroll, Account Management, Employee Benefits, Microsoft Office, Sales, Customer Service, Salesforce.com, Human Resources
Education
St. Petersburg College
Associate of Arts (A.A.), Information Technology
Matthew Pardieck's Raymond James Experience February 2012 - Present
Job Rocket scientist trained financial steward
Industry Financial Services
Experience
Raymond James February 2012 - Present
Merrill Lynch March 2005 - February 2012
Palmer and Cay Consulting Group February 2001 - February 2005
Wealth Preservation Group LLC October 1997 - February 2001
Skills
Retirement Planning, Wealth Management, Financial Planning, Portfolio Management, Estate Planning, Succession Planning, Retirement Plan..., Strategic Financial...
Education
Purdue University 1987 — 1991
BS, Aeronautical Engineering
Summerville High
Raymond James February 2012 - Present
Merrill Lynch March 2005 - February 2012
Palmer and Cay Consulting Group February 2001 - February 2005
Wealth Preservation Group LLC October 1997 - February 2001
Skills
Retirement Planning, Wealth Management, Financial Planning, Portfolio Management, Estate Planning, Succession Planning, Retirement Plan..., Strategic Financial...
Education
Purdue University 1987 — 1991
BS, Aeronautical Engineering
Summerville High
Tim Moses's Raymond James Experience April 2007 - October 2012
Job Senior Associate at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod October 2012 - Present
Raymond James April 2007 - October 2012
MGI Financial January 2005 - March 2007
Skills
Wealth Management, Investments, Portfolio Management, Banking, Microsoft Excel, Business Analysis, Customer Service, Microsoft Office, Strategic Planning, Sales, Budgets, Project Management
Education
Saint Lawrence College
ScotiaMcLeod October 2012 - Present
Raymond James April 2007 - October 2012
MGI Financial January 2005 - March 2007
Skills
Wealth Management, Investments, Portfolio Management, Banking, Microsoft Excel, Business Analysis, Customer Service, Microsoft Office, Strategic Planning, Sales, Budgets, Project Management
Education
Saint Lawrence College
Steve Spahr's Raymond James Experience February 2013 - June 2015
Job Vice President and Assistant Regional Manager
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2015 - Present
Raymond James February 2013 - June 2015
Morgan Keegan April 2006 - February 2013
Legg Mason January 1995 - April 2006
Prudential Financial January 1981 - December 1994
Bache Halsey Stuart & Shields January 1979 - January 1981
Great American Crab Company/Flack Factory August 1977 - June 1978
Skills
Series 7, Asset Management, Investments, Portfolio Management, Wealth Management, Equities, Customer Relations, Securities, Mutual Funds, Retirement Planning, Financial Analysis, Compliance, Asset Allocation, Fixed Income, Series 63, Retirement, Investment Advisory, Bonds, Financial Advisory, New Business Development, Budgeting, Team Building, ETFs, Stocks, High Net Worth..., Separately Managed..., 401k, Managed Accounts, Options, Investment Products, Asset, Wealth, IRA's, Portfolios, Wealth Transfer, Equity Research, Pensions, Financial Markets, Fund Of Funds, Investor Relations, Asset Managment, Communication, Customer Service, Investment Strategies, Estate Planning, Financial Planners, Financial Services, Series 8
Education
Rollins College 1971 — 1975
BA, English Literature
Culver Military Academy 1967 — 1971
High School diploma/ROTC, General Studies
Janney Montgomery Scott LLC June 2015 - Present
Raymond James February 2013 - June 2015
Morgan Keegan April 2006 - February 2013
Legg Mason January 1995 - April 2006
Prudential Financial January 1981 - December 1994
Bache Halsey Stuart & Shields January 1979 - January 1981
Great American Crab Company/Flack Factory August 1977 - June 1978
Skills
Series 7, Asset Management, Investments, Portfolio Management, Wealth Management, Equities, Customer Relations, Securities, Mutual Funds, Retirement Planning, Financial Analysis, Compliance, Asset Allocation, Fixed Income, Series 63, Retirement, Investment Advisory, Bonds, Financial Advisory, New Business Development, Budgeting, Team Building, ETFs, Stocks, High Net Worth..., Separately Managed..., 401k, Managed Accounts, Options, Investment Products, Asset, Wealth, IRA's, Portfolios, Wealth Transfer, Equity Research, Pensions, Financial Markets, Fund Of Funds, Investor Relations, Asset Managment, Communication, Customer Service, Investment Strategies, Estate Planning, Financial Planners, Financial Services, Series 8
Education
Rollins College 1971 — 1975
BA, English Literature
Culver Military Academy 1967 — 1971
High School diploma/ROTC, General Studies
David Quezada, CFA's Raymond James Experience October 2009 - Present
Job Associate Equity Analyst at Raymond James
Industry Financial Services
Experience
Raymond James October 2009 - Present
Raymond James Ltd. 2009 - 2014
Connor Clark & Lunn September 2008 - September 2009
HSBC 2007 - 2008
Skills
Financial Modeling, Bloomberg, Financial Analysis, Equities, Valuation, Writing, Research, Investments, Equity Research, Finance, Corporate Finance, Capital Markets, Portfolio Management
Education
CFA Institute 2007 — 2009
CFA Charterholder
Simon Fraser University 2000 — 2006
BBA, Finance
Raymond James October 2009 - Present
Raymond James Ltd. 2009 - 2014
Connor Clark & Lunn September 2008 - September 2009
HSBC 2007 - 2008
Skills
Financial Modeling, Bloomberg, Financial Analysis, Equities, Valuation, Writing, Research, Investments, Equity Research, Finance, Corporate Finance, Capital Markets, Portfolio Management
Education
CFA Institute 2007 — 2009
CFA Charterholder
Simon Fraser University 2000 — 2006
BBA, Finance
Joe Timmath's Raymond James Experience April 2009 - Present
Job Financial Advisor at Raymond James Ltd.
Industry Investment Management
Experience
Raymond James April 2009 - Present
Education
Simon Fraser University
Bachelor of Business Administration (BBA), Accounting, Economics
Raymond James April 2009 - Present
Education
Simon Fraser University
Bachelor of Business Administration (BBA), Accounting, Economics
Patti Gadwell's Raymond James Experience November 2009 - March 2010
Job Quicken Loans Disbursement Team Leader at Title Source
Industry Financial Services
Experience
Title Source March 2011 - Present
Raymond James November 2009 - March 2010
Ameriprise Advisor Services, Inc. September 2007 - October 2009
Skills
Real Estate, Microsoft Excel, Customer Service, Mortgage Lending, Microsoft Office, Process Improvement, Refinance, Outlook, Banking, Access, Financial Services, Finance, Financial Analysis
Education
University of Michigan-Dearborn 2004 — 2006
Schoolcraft College 2002 — 2004
Title Source March 2011 - Present
Raymond James November 2009 - March 2010
Ameriprise Advisor Services, Inc. September 2007 - October 2009
Skills
Real Estate, Microsoft Excel, Customer Service, Mortgage Lending, Microsoft Office, Process Improvement, Refinance, Outlook, Banking, Access, Financial Services, Finance, Financial Analysis
Education
University of Michigan-Dearborn 2004 — 2006
Schoolcraft College 2002 — 2004
Brian LaPierre's Raymond James Experience May 2010 - July 2013
Job Vice President Client Reporting at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Raymond James Financial Inc. July 2013 - Present
Raymond James May 2010 - July 2013
John Hancock Life Insurance Company (U.S.A.) January 2005 - March 2010
John Hancock Life Insurance Company (U.S.A.) February 2003 - January 2005
Skills
Cost Basis, Series 7, Portfolio Management, Corporate Actions, Securities, Mutual Funds, Investments, Financial Services, Fixed Income, Series 63, Equities
Education
Saint Anselm College 1995 — 1999
Bachelor, Business & Finance
Raymond James Financial, Inc. March 2015 - Present
Raymond James Financial Inc. July 2013 - Present
Raymond James May 2010 - July 2013
John Hancock Life Insurance Company (U.S.A.) January 2005 - March 2010
John Hancock Life Insurance Company (U.S.A.) February 2003 - January 2005
Skills
Cost Basis, Series 7, Portfolio Management, Corporate Actions, Securities, Mutual Funds, Investments, Financial Services, Fixed Income, Series 63, Equities
Education
Saint Anselm College 1995 — 1999
Bachelor, Business & Finance
Joe Woods's Raymond James Experience 1995 - Present
Job Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James 1995 - Present
Education
San Diego State University-California State University
Raymond James 1995 - Present
Education
San Diego State University-California State University
Marc Massari's Raymond James Experience April 2008 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James April 2008 - Present
Morgan Stanley Smith Barney July 1992 - April 2008
Skills
Retirement Planning, Investment Advisory, Wealth Management, Retirement, Financial Planning
Education
San Jose State University
Business, Marketing/Finance
Raymond James April 2008 - Present
Morgan Stanley Smith Barney July 1992 - April 2008
Skills
Retirement Planning, Investment Advisory, Wealth Management, Retirement, Financial Planning
Education
San Jose State University
Business, Marketing/Finance
Aaron Bromberg's Raymond James Experience September 2007 - January 2010
Job Information Technology and Services Professional
Industry Entertainment
Experience
PeopleAdmin July 2011 - July 2014
World Racketeering Squad September 2011 - April 2013
Good Lazy System July 2010 - December 2011
Harte Hanks Teleservices LLC April 2010 - July 2011
Raymond James September 2007 - January 2010
Nielsen Media Research July 2002 - September 2007
University of South Florida College of Medicine Department of Pediatrics June 1999 - December 2000
BCD Computer Distributions November 1997 - October 1998
Skills
Troubleshooting, Servers, Technical Support, Databases, Microsoft Exchange, Microsoft SQL Server, Networking, Hardware, SQL, Software Installation, .NET, ASP.NET, Agile Methodologies, C#, Database Design, HTML, C, Java, JavaScript, Linux, Oracle, Scripting, Software Development, T-SQL, Unix, VB.NET, Visual Studio, Web Applications, Web Services, XML
Education
University of South Florida 1998 — 2000
Bachelor of Science, Computer Science
St. Petersburg College 1992 — 1995
Associate in Arts, Computer Science
PeopleAdmin July 2011 - July 2014
World Racketeering Squad September 2011 - April 2013
Good Lazy System July 2010 - December 2011
Harte Hanks Teleservices LLC April 2010 - July 2011
Raymond James September 2007 - January 2010
Nielsen Media Research July 2002 - September 2007
University of South Florida College of Medicine Department of Pediatrics June 1999 - December 2000
BCD Computer Distributions November 1997 - October 1998
Skills
Troubleshooting, Servers, Technical Support, Databases, Microsoft Exchange, Microsoft SQL Server, Networking, Hardware, SQL, Software Installation, .NET, ASP.NET, Agile Methodologies, C#, Database Design, HTML, C, Java, JavaScript, Linux, Oracle, Scripting, Software Development, T-SQL, Unix, VB.NET, Visual Studio, Web Applications, Web Services, XML
Education
University of South Florida 1998 — 2000
Bachelor of Science, Computer Science
St. Petersburg College 1992 — 1995
Associate in Arts, Computer Science
Bryce Hodgins's Raymond James Experience August 2012 - November 2013
Job ITSecurity System Administrator
Industry Financial Services
Experience
Raymond James Financial, Inc. November 2013 - Present
Raymond James August 2012 - November 2013
Raymond James & Associates, Inc November 2011 - August 2012
Raymond James Financial, Inc. November 2008 - November 2011
Skills
Information Security, Business Analysis, Process Improvement, Risk Management, Disaster Recovery, SDLC, Active Directory, Troubleshooting, Vendor Management, SharePoint
Education
St. Petersburg College
Information Technology
Raymond James Financial, Inc. November 2013 - Present
Raymond James August 2012 - November 2013
Raymond James & Associates, Inc November 2011 - August 2012
Raymond James Financial, Inc. November 2008 - November 2011
Skills
Information Security, Business Analysis, Process Improvement, Risk Management, Disaster Recovery, SDLC, Active Directory, Troubleshooting, Vendor Management, SharePoint
Education
St. Petersburg College
Information Technology
Brandon Wessels's Raymond James Experience February 2008 - Present
Job IT Support at Raymond James
Industry Financial Services
Experience
Raymond James February 2008 - Present
Raymond James February 2008 - Present
Skills
Microsoft Office, Financial Analysis, Outlook, Project Management, Public Speaking, Research, Windows 7, Troubleshooting, SharePoint, Active Directory, Customer Service, Technical Support, Windows Server, Software Documentation, Process Improvement, Windows, Business Analysis, Help Desk Support, Security, Servers, System Administration, Computer Hardware, VPN, Citrix, DNS, Analysis, Networking, Windows XP, TCP/IP, Operating Systems
Education
Southwest Florida College 2004 — 2006
Associate of Science (AS), Cyber/Computer Forensics and Counterterrorism
Raymond James February 2008 - Present
Raymond James February 2008 - Present
Skills
Microsoft Office, Financial Analysis, Outlook, Project Management, Public Speaking, Research, Windows 7, Troubleshooting, SharePoint, Active Directory, Customer Service, Technical Support, Windows Server, Software Documentation, Process Improvement, Windows, Business Analysis, Help Desk Support, Security, Servers, System Administration, Computer Hardware, VPN, Citrix, DNS, Analysis, Networking, Windows XP, TCP/IP, Operating Systems
Education
Southwest Florida College 2004 — 2006
Associate of Science (AS), Cyber/Computer Forensics and Counterterrorism
Karima Samjee's Raymond James Experience July 1991 - November 2006
Job Senior Securities Administrator at Canaccord Genuity Group Inc.
Industry Financial Services
Experience
Canaccord Genuity Group Inc. September 2014 - Present
Global Securities Corporation January 2011 - August 2014
Computershare March 2007 - September 2010
Raymond James July 1991 - November 2006
Skills
Securities, Project Planning, Mutual Funds, Investments, Risk Management, Strategic Financial..., Business Analysis, Portfolio Management, Financial Analysis, Customer Service, Banking, Finance
Education
Southern Alberta Institute of Technology 1984 — 1985
Financial Accounting Phase 1
Canaccord Genuity Group Inc. September 2014 - Present
Global Securities Corporation January 2011 - August 2014
Computershare March 2007 - September 2010
Raymond James July 1991 - November 2006
Skills
Securities, Project Planning, Mutual Funds, Investments, Risk Management, Strategic Financial..., Business Analysis, Portfolio Management, Financial Analysis, Customer Service, Banking, Finance
Education
Southern Alberta Institute of Technology 1984 — 1985
Financial Accounting Phase 1
Margaret Berehulka's Raymond James Experience May 2012 - Present
Job Client Services Associate
Industry Financial Services
Experience
Raymond James May 2012 - Present
Education
Ryerson University
dunbarton high school, toronto, ont.
Raymond James May 2012 - Present
Education
Ryerson University
dunbarton high school, toronto, ont.
Elizabeth McDonald's Raymond James Experience November 2011 - Present
Job Registered Marketing Associate
Industry Financial Services
Experience
Raymond James November 2011 - Present
Education
Sewanee-The University of the South 2007 — 2011
BA, International and Global Studies
Oxford University 2009 — 2009
European Studies
Raymond James November 2011 - Present
Education
Sewanee-The University of the South 2007 — 2011
BA, International and Global Studies
Oxford University 2009 — 2009
European Studies
Marc Scheiner's Raymond James Experience January 2011 - Present
Job Financial Planner at Raymond James
Industry Financial Services
Experience
Raymond James January 2011 - Present
Skills
Retirement, Investments, Insurance, Retirement Planning, Financial Advisory, Strategic Financial..., Wealth Management, Wealth Accumulation, Asset Allocation, Fixed Annuities, Financial Planning, Retirement Income..., Annuities, Currently holds series...
Education
Queens College
Raymond James January 2011 - Present
Skills
Retirement, Investments, Insurance, Retirement Planning, Financial Advisory, Strategic Financial..., Wealth Management, Wealth Accumulation, Asset Allocation, Fixed Annuities, Financial Planning, Retirement Income..., Annuities, Currently holds series...
Education
Queens College
Richard Loeb's Raymond James Experience January 1998 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James January 1998 - Present
Education
Rice University
Raymond James January 1998 - Present
Education
Rice University
Lauri Spargo's Raymond James Experience 2005 - 2007
Job Practice Manager; Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2007 - Present
Raymond James 2005 - 2007
Waddell & Reed 2001 - 2005
New York State Assembly 1997 - 2001
Skills
Financial Planning, Strategic Planning, Finance, Management, Leadership, Investments, Process Improvement, Financial Analysis, Coaching, Life Insurance, Retirement, Wealth Management, Asset Allocation
Education
Guilderland Central High School
Sacred Heart University
Bachelor of Science, Economics
St Lawrence University
Economics
Northwestern Mutual 2007 - Present
Raymond James 2005 - 2007
Waddell & Reed 2001 - 2005
New York State Assembly 1997 - 2001
Skills
Financial Planning, Strategic Planning, Finance, Management, Leadership, Investments, Process Improvement, Financial Analysis, Coaching, Life Insurance, Retirement, Wealth Management, Asset Allocation
Education
Guilderland Central High School
Sacred Heart University
Bachelor of Science, Economics
St Lawrence University
Economics
Tina Covalt's Raymond James Experience October 1998 - June 1999
Job Administrative Professional
Industry Accounting
Experience
MPB Today 2011 - Present
Hertz April 2010 - January 2011
Hertz April 2010 - January 2011
Accel Financial Staffing November 2009 - March 2010
AMC Systems, Inc August 2009 - October 2009
Mid-Del Public Schools January 2007 - December 2008
Mid-Del Public Schools September 2004 - January 2006
Raymond James October 1998 - June 1999
Lassen Pontiac Buick Cadillac October 1998 - June 1999
Raymond James & Associates October 1998 - May 1999
Skills
General Office Duties, Office Administration, Office Equipment, Microsoft Office 2007, Account Reconciliation, Accounts Receivable, Accounts Payable, General Ledger, Stocks
Education
Rose State College
University of Phoenix
MPB Today 2011 - Present
Hertz April 2010 - January 2011
Hertz April 2010 - January 2011
Accel Financial Staffing November 2009 - March 2010
AMC Systems, Inc August 2009 - October 2009
Mid-Del Public Schools January 2007 - December 2008
Mid-Del Public Schools September 2004 - January 2006
Raymond James October 1998 - June 1999
Lassen Pontiac Buick Cadillac October 1998 - June 1999
Raymond James & Associates October 1998 - May 1999
Skills
General Office Duties, Office Administration, Office Equipment, Microsoft Office 2007, Account Reconciliation, Accounts Receivable, Accounts Payable, General Ledger, Stocks
Education
Rose State College
University of Phoenix
andrew sorrentino's Raymond James Experience September 1999 - December 2006
Job
Industry Financial Services
Experience
Newedge January 2007 - February 2015
Raymond James September 1999 - December 2006
Skills
Trading, Financial Markets, Options, Trading Systems, Capital Markets, Equity Trading, Bloomberg Terminal, Microsoft Excel, Wealth Management, Sales, Equities, Derivatives, Hedge Funds, Bloomberg, Prime Brokerage, Fixed Income, Series 7
Education
St John's university
Business
St. John's University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Newedge January 2007 - February 2015
Raymond James September 1999 - December 2006
Skills
Trading, Financial Markets, Options, Trading Systems, Capital Markets, Equity Trading, Bloomberg Terminal, Microsoft Excel, Wealth Management, Sales, Equities, Derivatives, Hedge Funds, Bloomberg, Prime Brokerage, Fixed Income, Series 7
Education
St John's university
Business
St. John's University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jon Kokenzie's Raymond James Experience June 2006 - December 2010
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James & Associates June 2002 - March 2012
Raymond James Financial June 2002 - March 2012
Raymond James Financial Inc. 2000 - 2012
Raymond James June 2006 - December 2010
Raymond James Financial January 2000 - January 2002
Action Fabrication and Truck Bodies January 1998 - January 2000
Education
St. Petersburg College
Raymond James & Associates June 2002 - March 2012
Raymond James Financial June 2002 - March 2012
Raymond James Financial Inc. 2000 - 2012
Raymond James June 2006 - December 2010
Raymond James Financial January 2000 - January 2002
Action Fabrication and Truck Bodies January 1998 - January 2000
Education
St. Petersburg College
Keith Bobo's Raymond James Experience July 1986 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James July 1986 - Present
Education
Southern Methodist University
Raymond James July 1986 - Present
Education
Southern Methodist University
Tonya Rasmussen's Raymond James Experience January 2015 - Present
Job Financial Advisor at Raymond James 550 W Washington Blvd. Suite 1050, Chicago, IL 60661 3128693863
Industry Financial Services
Experience
Raymond James January 2015 - Present
Education
Purdue University 1997 — 2001
Bachelor’s Degree, Management
Raymond James January 2015 - Present
Education
Purdue University 1997 — 2001
Bachelor’s Degree, Management
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS