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),
Raymond James List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Raymond James. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Raymond James Salaries. You can even request information on how much does Raymond James pay if you want to. Learn about salaries, pros and cons of working for Raymond James directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,623 Raymond James employees in database. Find out everything there's to know about Raymond James employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Raymond James Employees
Employee
Years
Job
Industry
Derek Recer Derek Recer's Raymond James Experience June 2010 - Present
Job Vice President, Corporate Real Estate at Raymond James
Industry Executive Office
Experience
Raymond James June 2010 - Present
The Walt Disney Company 2006 - June 2010
The Walt Disney Company 2003 - 2006
Capital One 2002 - 2003
Capital One 2000 - 2002
Capital One 1999 - 2000
Capital One 1996 - 1999
Skills
Budgets, Strategic Planning, Financial Analysis, Forecasting, Process Improvement, Financial Modeling, Project Management, Strategic Financial..., Vendor Management, Risk Management, Portfolio Management, Managerial Finance, Change Management, Finance, Leadership, Strategy, Analysis, Due Diligence, Contract Negotiation, Cross-functional Team..., Business Process..., Management, Operations Management, Business Planning, Management Consulting, Business Strategy, Negotiation, Business Development, Financial Planning
Education
The George Washington University
Masters Certification, Project Management
The University of Texas at Dallas
Masters of Science - Accounting Coursework
University of North Texas
Bachelor of Business Administration
Raymond James June 2010 - Present
The Walt Disney Company 2006 - June 2010
The Walt Disney Company 2003 - 2006
Capital One 2002 - 2003
Capital One 2000 - 2002
Capital One 1999 - 2000
Capital One 1996 - 1999
Skills
Budgets, Strategic Planning, Financial Analysis, Forecasting, Process Improvement, Financial Modeling, Project Management, Strategic Financial..., Vendor Management, Risk Management, Portfolio Management, Managerial Finance, Change Management, Finance, Leadership, Strategy, Analysis, Due Diligence, Contract Negotiation, Cross-functional Team..., Business Process..., Management, Operations Management, Business Planning, Management Consulting, Business Strategy, Negotiation, Business Development, Financial Planning
Education
The George Washington University
Masters Certification, Project Management
The University of Texas at Dallas
Masters of Science - Accounting Coursework
University of North Texas
Bachelor of Business Administration
Devin Munczenski, AAMS® Devin Munczenski, AAMS®'s Raymond James Experience January 2014 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James January 2014 - Present
Miracle League of Chattanooga 2015 - 2015
Miracle League of Chattanooga 2015 - 2015
Miller Industries August 2012 - January 2014
Miller Industries September 2006 - August 2012
Venture Services May 2001 - July 2006
Skills
Customer Service, Negotiation, Sales Management, Retail, Microsoft Office, Project Management, Manufacturing
Education
The University of Tennessee at Chattanooga
University of Tennessee-Knoxville
The Baylor School
Raymond James January 2014 - Present
Miracle League of Chattanooga 2015 - 2015
Miracle League of Chattanooga 2015 - 2015
Miller Industries August 2012 - January 2014
Miller Industries September 2006 - August 2012
Venture Services May 2001 - July 2006
Skills
Customer Service, Negotiation, Sales Management, Retail, Microsoft Office, Project Management, Manufacturing
Education
The University of Tennessee at Chattanooga
University of Tennessee-Knoxville
The Baylor School
Kelso Huffman Kelso Huffman's Raymond James Experience March 2013 - Present
Job Raymond James & Associates
Industry Financial Services
Experience
Raymond James March 2013 - Present
Morgan Stanley January 1989 - March 2013
Skills
Wealth Management..., Retirement Planning,..., Investments, Wealth, Asset Allocation, Wealth Management, Series 7, Investment Advisory, Investment Strategies, Mutual Funds, Financial Advisory, Alternative Investments
Education
The Ohio State University 1978 — 1982
Bachlor of Science College of Natural Resources, Forestry
Raymond James March 2013 - Present
Morgan Stanley January 1989 - March 2013
Skills
Wealth Management..., Retirement Planning,..., Investments, Wealth, Asset Allocation, Wealth Management, Series 7, Investment Advisory, Investment Strategies, Mutual Funds, Financial Advisory, Alternative Investments
Education
The Ohio State University 1978 — 1982
Bachlor of Science College of Natural Resources, Forestry
Melissa (Irvine) Leger, MBA, RYT's Raymond James Experience January 2006 - April 2013
Job I love my job!
Industry Health, Wellness and Fitness
Experience
Ignite Your Bliss 2012 - Present
Green Locus Yoga April 2012 - Present
Raymond James January 2006 - April 2013
United States Army Reserve 2002 - 2010
CAE 2005 - 2005
Skills
Public Speaking, Time Management, Management, Strategic Planning, Leadership, Teaching, Coaching, Leadership Development, Human Resources, Social Networking, Training, Event Planning, Consulting, Team Building, Sales
Education
University of Tampa 2010 — 2012
MBA, Entrepreneurship
University of California, Berkeley 2008 — 2009
Certificate, Personal Financial Planning
University of South Florida 2000 — 2005
Undergraduate, Business Management
The University of Manchester
Ignite Your Bliss 2012 - Present
Green Locus Yoga April 2012 - Present
Raymond James January 2006 - April 2013
United States Army Reserve 2002 - 2010
CAE 2005 - 2005
Skills
Public Speaking, Time Management, Management, Strategic Planning, Leadership, Teaching, Coaching, Leadership Development, Human Resources, Social Networking, Training, Event Planning, Consulting, Team Building, Sales
Education
University of Tampa 2010 — 2012
MBA, Entrepreneurship
University of California, Berkeley 2008 — 2009
Certificate, Personal Financial Planning
University of South Florida 2000 — 2005
Undergraduate, Business Management
The University of Manchester
Jonathan Kayne's Raymond James Experience July 2007 - January 2011
Job Head of Analytic Sales, Asset Management at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems April 2014 - Present
MSCI Barra January 2011 - April 2014
Raymond James July 2007 - January 2011
Merrill Lynch July 2002 - July 2007
Skills
Equities, Portfolio Management, Asset Management, Risk Management, Fixed Income, Portfolio Optimization, Investments, Hedge Funds, Asset Allocation, Asset Managment, Equity Derivatives, Analytics, Performance Attribution, Risk Analytics, Risk Modeling, VAR, Volatility, Risk, Sales Management, Sales, Sales Process
Education
Syracuse University 1998 — 2002
BS, Finance & Emerging Entrepreneurial Enterprises
SunGard Financial Systems April 2014 - Present
MSCI Barra January 2011 - April 2014
Raymond James July 2007 - January 2011
Merrill Lynch July 2002 - July 2007
Skills
Equities, Portfolio Management, Asset Management, Risk Management, Fixed Income, Portfolio Optimization, Investments, Hedge Funds, Asset Allocation, Asset Managment, Equity Derivatives, Analytics, Performance Attribution, Risk Analytics, Risk Modeling, VAR, Volatility, Risk, Sales Management, Sales, Sales Process
Education
Syracuse University 1998 — 2002
BS, Finance & Emerging Entrepreneurial Enterprises
Nicholas Potter Nicholas Potter's Raymond James Experience July 2010 - July 2012
Job Associate at Flexpoint Ford, LLC
Industry Venture Capital & Private Equity
Experience
Flexpoint Ford, LLC July 2012 - July 2015
Raymond James July 2010 - July 2012
Telemus Capital Partners June 2009 - August 2009
Education
The University of Chicago Booth School of Business 2015 — 2017
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance
Flexpoint Ford, LLC July 2012 - July 2015
Raymond James July 2010 - July 2012
Telemus Capital Partners June 2009 - August 2009
Education
The University of Chicago Booth School of Business 2015 — 2017
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance
Betsy Gibson, AAMS ®'s Raymond James Experience January 2011 - September 2013
Job Financial Advisor at RoundTable Advisors of Raymond James
Industry Financial Services
Experience
RoundTable Advisors of Raymond James September 2013 - Present
Raymond James January 2011 - September 2013
Raymond James Financial Inc. September 2004 - December 2010
Education
The University of Tennessee at Chattanooga
Bachelor of Fine Arts (BFA)
RoundTable Advisors of Raymond James September 2013 - Present
Raymond James January 2011 - September 2013
Raymond James Financial Inc. September 2004 - December 2010
Education
The University of Tennessee at Chattanooga
Bachelor of Fine Arts (BFA)
Jack Reuter, AAMS®'s Raymond James Experience September 2013 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James September 2013 - Present
Canterbury English April 2010 - November 2012
IE Business School February 2012 - July 2012
Wells Fargo Financial June 2009 - March 2010
Skills
Series 7, Series 66, Life Insurance, Health Insurance, Accident Insurance, English, Spanish, Public Speaking, International Sales, Direct Sales, Banking, Leadership Development, Education, TEFL Certified, Event Planning, Excel, Microsoft Office, PowerPoint, Construction, Retail, AAMS
Education
Wabash College 2005 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
The University of Manchester 2007 — 2007
Study Abroad, English Language and Literature/History
Cathedral High School 2001 — 2005
Raymond James September 2013 - Present
Canterbury English April 2010 - November 2012
IE Business School February 2012 - July 2012
Wells Fargo Financial June 2009 - March 2010
Skills
Series 7, Series 66, Life Insurance, Health Insurance, Accident Insurance, English, Spanish, Public Speaking, International Sales, Direct Sales, Banking, Leadership Development, Education, TEFL Certified, Event Planning, Excel, Microsoft Office, PowerPoint, Construction, Retail, AAMS
Education
Wabash College 2005 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
The University of Manchester 2007 — 2007
Study Abroad, English Language and Literature/History
Cathedral High School 2001 — 2005
Dick Ferguson Dick Ferguson's Raymond James Experience February 2013 - Present
Job Division Director at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan August 1987 - February 2013
Education
The University of Georgia 1982 — 1986
Bachelor of Business Administration (BBA)
Raymond James February 2013 - Present
Morgan Keegan August 1987 - February 2013
Education
The University of Georgia 1982 — 1986
Bachelor of Business Administration (BBA)
Kevin Cabla Kevin Cabla's Raymond James Experience June 2011 - January 2013
Job Finance Manager at KKR
Industry Oil & Energy
Experience
KKR May 2014 - Present
Heat Recovery Corporation January 2013 - May 2014
Raymond James June 2011 - January 2013
Raymond James June 2009 - June 2011
Skills
Financial Modeling, Bloomberg, Equity Research, Financial Analysis, Investments, Equities, Valuation, Asset Managment, Corporate Finance, Portfolio Management, Bloomberg Terminal, Economics, Financial Services
Education
Texas Christian University 2005 — 2009
B.A., Finance
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Finance, Minors: Accounting, Economics
KKR May 2014 - Present
Heat Recovery Corporation January 2013 - May 2014
Raymond James June 2011 - January 2013
Raymond James June 2009 - June 2011
Skills
Financial Modeling, Bloomberg, Equity Research, Financial Analysis, Investments, Equities, Valuation, Asset Managment, Corporate Finance, Portfolio Management, Bloomberg Terminal, Economics, Financial Services
Education
Texas Christian University 2005 — 2009
B.A., Finance
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Finance, Minors: Accounting, Economics
Adam Smith, CFP®, ChFC®'s Raymond James Experience July 2009 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James July 2009 - Present
Farmers & Merchants State Bank July 2009 - Present
Wells Fargo Investments December 2001 - July 2009
CINCO Federal Credit Union January 1999 - December 2001
Skills
Retirement Planning, Wealth Management, Asset Allocation, Investments, Risk Management, Estate Planning, Investment Management, Financial Planners, Debt Management, Small Business, Succession Planning, Social Security, Strategic Financial..., Insurance, Finance, Financial Advisory
Education
University of Cincinnati 1995 — 2000
BA, Finance, Management
The American College 2011 — 2012
CFP®, Financial Planning
The American College 2012 — 2012
ChFC®, Chartered Financial Consultant®
Raymond James July 2009 - Present
Farmers & Merchants State Bank July 2009 - Present
Wells Fargo Investments December 2001 - July 2009
CINCO Federal Credit Union January 1999 - December 2001
Skills
Retirement Planning, Wealth Management, Asset Allocation, Investments, Risk Management, Estate Planning, Investment Management, Financial Planners, Debt Management, Small Business, Succession Planning, Social Security, Strategic Financial..., Insurance, Finance, Financial Advisory
Education
University of Cincinnati 1995 — 2000
BA, Finance, Management
The American College 2011 — 2012
CFP®, Financial Planning
The American College 2012 — 2012
ChFC®, Chartered Financial Consultant®
Sukh Dhillon Sukh Dhillon's Raymond James Experience February 2012 - Present
Job MBA, CIM, Senior Marketing Advisor
Industry Financial Services
Experience
Raymond James February 2012 - Present
Raymond James Ltd. March 2007 - February 2012
Raymond James Ltd. June 2004 - March 2007
Skills
Finance, Leadership, Asset Managment, Market Research, Investments, Financial Modeling, Investment Advisory, Business Strategy, Wealth Management
Education
The University of British Columbia 2010 — 2012
MBA, Strategic Management & Marketing
Thompson Rivers University 1995 — 2000
BBA, Finance, Marketing
Raymond James February 2012 - Present
Raymond James Ltd. March 2007 - February 2012
Raymond James Ltd. June 2004 - March 2007
Skills
Finance, Leadership, Asset Managment, Market Research, Investments, Financial Modeling, Investment Advisory, Business Strategy, Wealth Management
Education
The University of British Columbia 2010 — 2012
MBA, Strategic Management & Marketing
Thompson Rivers University 1995 — 2000
BBA, Finance, Marketing
Jeff Harring's Raymond James Experience June 1986 - Present
Job Sr. Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James June 1986 - Present
Skills
Investment Advisory, Retirement, Financial Planning, Retirement Planning, Securities, Series 7, Wealth Transfer, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, Mutual Funds, Annuities, Insurance Planning, Asset Management, Stocks, IRA's, Personal Finance, 401k, Financial Advisory, Bonds, Defined Benefit, Asset Protection, Insurance, Pensions, Hedge Funds
Education
The University of Kansas 1976 — 1980
B.S., Journalism
Leavenworth High 1973 — 1976
HS diploma
Raymond James June 1986 - Present
Skills
Investment Advisory, Retirement, Financial Planning, Retirement Planning, Securities, Series 7, Wealth Transfer, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, Mutual Funds, Annuities, Insurance Planning, Asset Management, Stocks, IRA's, Personal Finance, 401k, Financial Advisory, Bonds, Defined Benefit, Asset Protection, Insurance, Pensions, Hedge Funds
Education
The University of Kansas 1976 — 1980
B.S., Journalism
Leavenworth High 1973 — 1976
HS diploma
Dow Crocker Dow Crocker's Raymond James Experience May 2008 - Present
Job Managing Partner, CPB Group of Raymond James
Industry Financial Services
Experience
Raymond James May 2008 - Present
Morgan Keegan & Co. July 1997 - May 2008
Eppler, Guerin & Turner July 1979 - July 1997
Education
The University of Texas at Austin 1975 — 1979
Bachelor's Degree, Business Administration in Finance
Raymond James May 2008 - Present
Morgan Keegan & Co. July 1997 - May 2008
Eppler, Guerin & Turner July 1979 - July 1997
Education
The University of Texas at Austin 1975 — 1979
Bachelor's Degree, Business Administration in Finance
Ron Ho Ron Ho's Raymond James Experience January 2004 - December 2006
Job VicePresident, Finance at Sandstorm Gold
Industry Executive Office
Experience
Americas Petrogas October 2010 - Present
Sandstorm Gold 2009 - Present
SNS Silver January 2007 - November 2009
Raymond James January 2004 - December 2006
Deloitte & Touche, Vancouver, BC January 1999 - January 2004
Deloitte 1999 - 2004
Skills
Chartered Financial..., Financial Analysis, Mergers, Financial Modeling, Corporate Finance, Due Diligence, Valuation, IFRS, Internal Controls, Business Valuation, Risk Management, Financial Reporting, Investor Relations, Auditing, Investment Banking, Accounting, Finance, Equities
Education
CFA Institute
Chartered Financial Analyst
Institute of Chartered Accountants 2002 — 2014
CA, Accounting / Finance
The University of British Columbia 1995 — 2000
Commerce, Information Technology
Americas Petrogas October 2010 - Present
Sandstorm Gold 2009 - Present
SNS Silver January 2007 - November 2009
Raymond James January 2004 - December 2006
Deloitte & Touche, Vancouver, BC January 1999 - January 2004
Deloitte 1999 - 2004
Skills
Chartered Financial..., Financial Analysis, Mergers, Financial Modeling, Corporate Finance, Due Diligence, Valuation, IFRS, Internal Controls, Business Valuation, Risk Management, Financial Reporting, Investor Relations, Auditing, Investment Banking, Accounting, Finance, Equities
Education
CFA Institute
Chartered Financial Analyst
Institute of Chartered Accountants 2002 — 2014
CA, Accounting / Finance
The University of British Columbia 1995 — 2000
Commerce, Information Technology
Donna Walton Donna Walton's Raymond James Experience February 2001 - Present
Job Managing Director/ Investment Management Consultant, Investments, at Raymond James
Industry Financial Services
Experience
Raymond James February 2001 - Present
Regions Financial Corporation November 1981 - February 2001
Education
Stephen F. Austin State University 1979 — 1986
Bachelor of Business Administration (BBA), Finance, General
Southwestern Graduate School of Banking 1990 — 1993
Banking School, Southern Methodist University
Raymond James February 2001 - Present
Regions Financial Corporation November 1981 - February 2001
Education
Stephen F. Austin State University 1979 — 1986
Bachelor of Business Administration (BBA), Finance, General
Southwestern Graduate School of Banking 1990 — 1993
Banking School, Southern Methodist University
Ashley Charbonneau Ashley Charbonneau's Raymond James Experience 2006 - 2008
Job
Industry Construction
Experience
World Class Capital Group November 2012 - June 2013
Seitel, Inc. September 2010 - November 2012
FMC Technologies October 2008 - November 2010
Raymond James 2006 - 2008
Education
Champions School of Real Estate 2013 — 2013
Champions School of Real Estate 2013 — 2013
The University of Texas at Austin 2002 — 2006
BA, Economics
Klein High School 1998 — 2002
World Class Capital Group November 2012 - June 2013
Seitel, Inc. September 2010 - November 2012
FMC Technologies October 2008 - November 2010
Raymond James 2006 - 2008
Education
Champions School of Real Estate 2013 — 2013
Champions School of Real Estate 2013 — 2013
The University of Texas at Austin 2002 — 2006
BA, Economics
Klein High School 1998 — 2002
Ellis Phifer, CFA, CMT Ellis Phifer, CFA, CMT's Raymond James Experience 2008 - Present
Job Strategist at Raymond James
Industry Financial Services
Experience
Raymond James 2008 - Present
Skills
Investments, Capital Markets, Portfolio Management, Series 7, Securities, Fixed Income, Bloomberg, Asset Management, Bonds, Equities, Financial Analysis, Alternative Investments, Valuation
Education
The University of Texas at Austin 1988 — 1990
MBA, Finance
Raymond James 2008 - Present
Skills
Investments, Capital Markets, Portfolio Management, Series 7, Securities, Fixed Income, Bloomberg, Asset Management, Bonds, Equities, Financial Analysis, Alternative Investments, Valuation
Education
The University of Texas at Austin 1988 — 1990
MBA, Finance
Francis Maus Francis Maus's Raymond James Experience February 2013 - Present
Job Managing Director, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan October 1985 - February 2013
Merrill Lynch April 1981 - October 1985
Skills
Investments
Education
Stonehill College 1975 — 1979
Bachelor of Science (B.S.), Business Administration
St. Thomas Aquinas HS 1971 — 1975
Raymond James February 2013 - Present
Morgan Keegan October 1985 - February 2013
Merrill Lynch April 1981 - October 1985
Skills
Investments
Education
Stonehill College 1975 — 1979
Bachelor of Science (B.S.), Business Administration
St. Thomas Aquinas HS 1971 — 1975
William McMillan's Raymond James Experience January 2002 - Present
Job Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James January 2002 - Present
Skills
Investments, Wealth Management..., Finance, Financial Advisory, Wealth Management, Asset Allocation, Investment Strategies, Investment Advisory, Fixed Income, Equities, Asset Management, Mutual Funds, Portfolio Management, Hedge Funds, Retirement Planning, Bonds, Retirement
Education
University of Arkansas at Fayetteville 1993 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Memphis 1999 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General
Raymond James January 2002 - Present
Skills
Investments, Wealth Management..., Finance, Financial Advisory, Wealth Management, Asset Allocation, Investment Strategies, Investment Advisory, Fixed Income, Equities, Asset Management, Mutual Funds, Portfolio Management, Hedge Funds, Retirement Planning, Bonds, Retirement
Education
University of Arkansas at Fayetteville 1993 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Memphis 1999 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General
Christi Van Rite Christi Van Rite's Raymond James Experience December 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Raymond James December 2010 - Present
Any Baby Can Child and Family Resource Center October 2009 - December 2010
Raymond James Financial, Inc. December 2008 - October 2009
Merrill Lynch June 2005 - December 2008
Skills
Financial Advisory, Financial Analysis, Investments, Securities, Finance, Non-profits, Public Speaking, Series 7, Strategic Planning, Sales, Social Media, Account Management, Fundraising, Nonprofits, CRPC
Education
Texas A&M University 1999 — 2003
Bachelor's degree, Economics / Business
Raymond James December 2010 - Present
Any Baby Can Child and Family Resource Center October 2009 - December 2010
Raymond James Financial, Inc. December 2008 - October 2009
Merrill Lynch June 2005 - December 2008
Skills
Financial Advisory, Financial Analysis, Investments, Securities, Finance, Non-profits, Public Speaking, Series 7, Strategic Planning, Sales, Social Media, Account Management, Fundraising, Nonprofits, CRPC
Education
Texas A&M University 1999 — 2003
Bachelor's degree, Economics / Business
Chuck Zimmerman Chuck Zimmerman's Raymond James Experience December 2005 - Present
Job Complex Manager at Raymond James
Industry Financial Services
Experience
Raymond James December 2005 - Present
Raymond James September 1992 - December 2005
A.G. Edwards November 1992 - September 1995
Education
The University of Texas at Austin 1974 — 1978
Bachelors of Business Administration (BBA), Petroleum Land Management
The Kinkaid School 1972 — 1974
Raymond James December 2005 - Present
Raymond James September 1992 - December 2005
A.G. Edwards November 1992 - September 1995
Education
The University of Texas at Austin 1974 — 1978
Bachelors of Business Administration (BBA), Petroleum Land Management
The Kinkaid School 1972 — 1974
Anthony Dye Anthony Dye's Raymond James Experience 2002 - Present
Job First Vice President Investments; Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James 2002 - Present
Education
The University of Georgia
Bachelor's degree, Corporate Finance
Raymond James 2002 - Present
Education
The University of Georgia
Bachelor's degree, Corporate Finance
Yvonne Rager's Raymond James Experience September 2014 - Present
Job Raymond James Associate
Industry Marketing and Advertising
Experience
Raymond James September 2014 - Present
Fogelman College of Business, University of Memphis August 2013 - Present
MILE: Memphis Institute for Leadership Education September 2014 - May 2015
FTB Advisors June 2014 - August 2014
Target November 2013 - March 2014
Romano's Macaroni Grill May 2013 - November 2013
JW Marriott Indianapolis August 2012 - August 2013
The Ale Emporium February 2012 - July 2012
Dr. Hughes Orthodontics September 2011 - July 2012
Sondhi and Biggs Orthodontics February 2010 - September 2011
Skills
Banquets, Leadership, Time Management, Customer Satisfaction, Marketing, Customer Service, Sales, Management, Food, Microsoft Office, Event Planning, Hospitality, Event Management, Public Relations, Inventory Management, Team Building, Training, Budgets, Recruiting, Facebook, Employee Training, Social Media Marketing
Education
The University of Memphis 2013 — 2015
Business of Marketing, GPA: 3.57/4.0, cum laude
Indiana University-Purdue University at Indianapolis 2006 — 2013
Business of Marketing, GPA: 3.6/4.0, cum laude
Ivy Tech Community College 2011 — 2011
Pre-Nursing Studies, GPA: 4.0/4.0, cum laude
Ivy Tech Community College-Lafayette 2009 — 2010
Purdue University 2005 — 2006
Business of Management
Raymond James September 2014 - Present
Fogelman College of Business, University of Memphis August 2013 - Present
MILE: Memphis Institute for Leadership Education September 2014 - May 2015
FTB Advisors June 2014 - August 2014
Target November 2013 - March 2014
Romano's Macaroni Grill May 2013 - November 2013
JW Marriott Indianapolis August 2012 - August 2013
The Ale Emporium February 2012 - July 2012
Dr. Hughes Orthodontics September 2011 - July 2012
Sondhi and Biggs Orthodontics February 2010 - September 2011
Skills
Banquets, Leadership, Time Management, Customer Satisfaction, Marketing, Customer Service, Sales, Management, Food, Microsoft Office, Event Planning, Hospitality, Event Management, Public Relations, Inventory Management, Team Building, Training, Budgets, Recruiting, Facebook, Employee Training, Social Media Marketing
Education
The University of Memphis 2013 — 2015
Business of Marketing, GPA: 3.57/4.0, cum laude
Indiana University-Purdue University at Indianapolis 2006 — 2013
Business of Marketing, GPA: 3.6/4.0, cum laude
Ivy Tech Community College 2011 — 2011
Pre-Nursing Studies, GPA: 4.0/4.0, cum laude
Ivy Tech Community College-Lafayette 2009 — 2010
Purdue University 2005 — 2006
Business of Management
Jeremy Ramsey's Raymond James Experience December 2014 - Present
Job Investment Portfolio Specialist at Raymond James
Industry Financial Services
Experience
Raymond James December 2014 - Present
Raymond James Financial Inc. October 2012 - December 2014
Morgan Keegan October 2010 - October 2012
Morgan Keegan June 2009 - October 2010
Rack-N-Roll Audio March 2000 - September 2007
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Series 63, Alternative Investments, Investment Strategies, Wealth Management, Investment Advisory, Retirement Planning, Equities, Fixed Income, Securities, Financial Modeling, Bloomberg, Bonds, Series 66
Education
Christian Brothers University 2013 — 2015
Master of Business Administration (MBA)
Tennessee State University 2007 — 2009
Bachelor of Business Administration, Economics and Finance
University of Central Arkansas 1997 — 1998
Raymond James December 2014 - Present
Raymond James Financial Inc. October 2012 - December 2014
Morgan Keegan October 2010 - October 2012
Morgan Keegan June 2009 - October 2010
Rack-N-Roll Audio March 2000 - September 2007
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Series 63, Alternative Investments, Investment Strategies, Wealth Management, Investment Advisory, Retirement Planning, Equities, Fixed Income, Securities, Financial Modeling, Bloomberg, Bonds, Series 66
Education
Christian Brothers University 2013 — 2015
Master of Business Administration (MBA)
Tennessee State University 2007 — 2009
Bachelor of Business Administration, Economics and Finance
University of Central Arkansas 1997 — 1998
William (Bill) Biegel William (Bill) Biegel's Raymond James Experience April 1997 - Present
Job FINANCIAL ADVISOR at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc April 1997 - Present
Raymond James April 1997 - Present
Skills
Investments, Finance, Securities, Financial Advisory, Tax, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Investment Advisory, Series 63
Education
The University of Texas at Austin 1970 — 1974
BBA-Accounting
Raymond James & Associates, Inc April 1997 - Present
Raymond James April 1997 - Present
Skills
Investments, Finance, Securities, Financial Advisory, Tax, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Investment Advisory, Series 63
Education
The University of Texas at Austin 1970 — 1974
BBA-Accounting
Nathan Clakley Nathan Clakley's Raymond James Experience June 2006 - Present
Job Complex Manager at Raymond James
Industry Financial Services
Experience
Raymond James June 2006 - Present
Moors & Cabot, Inc June 2002 - June 2006
Skills
Investments, Securities, Series 7, Financial Advisory, Wealth Management
Education
St. Mary's College of Moraga 1991 — 1993
Master of Business Administration (MBA), Business Administration
The University of Texas at Austin 1981 — 1985
Bachelor of Business Administration (BBA), Business Administration
Palestine High School 1979 — 1981
Raymond James June 2006 - Present
Moors & Cabot, Inc June 2002 - June 2006
Skills
Investments, Securities, Series 7, Financial Advisory, Wealth Management
Education
St. Mary's College of Moraga 1991 — 1993
Master of Business Administration (MBA), Business Administration
The University of Texas at Austin 1981 — 1985
Bachelor of Business Administration (BBA), Business Administration
Palestine High School 1979 — 1981
Jeff Whitworth Jeff Whitworth's Raymond James Experience October 2000 - January 2003
Job Financial Services Professional
Industry Financial Services
Experience
E*TRADE Financial 2011 - 2012
SunTrust Investment Services October 2007 - February 2011
Wachovia Securities February 2003 - October 2007
Raymond James October 2000 - January 2003
Skills
Investments, Series 7, Series 63, Securities, Fixed Income, Asset Allocation, Asset Management, Uniform Combined State...
Education
The University of Memphis 1993 — 1995
Master of Business Administration (M.B.A.), International Business
The University of Memphis 1990 — 1992
Bachelor of Arts (B.A.), French Studies
E*TRADE Financial 2011 - 2012
SunTrust Investment Services October 2007 - February 2011
Wachovia Securities February 2003 - October 2007
Raymond James October 2000 - January 2003
Skills
Investments, Series 7, Series 63, Securities, Fixed Income, Asset Allocation, Asset Management, Uniform Combined State...
Education
The University of Memphis 1993 — 1995
Master of Business Administration (M.B.A.), International Business
The University of Memphis 1990 — 1992
Bachelor of Arts (B.A.), French Studies
David Carlock, CFP® David Carlock, CFP®'s Raymond James Experience November 2005 - Present
Job Vice President, Investments, CG Wealth Management of Raymond James
Industry Financial Services
Experience
Raymond James November 2005 - Present
Charter Communications August 2001 - August 2005
Genuity Inc. January 2001 - August 2001
MCI WorldCom Inc. May 1986 - December 2000
Skills
Financial Advisory, Wealth Management, Finance, Securities, Series 7, Strategic Financial..., Mutual Funds, Investments, Uniform Combined State..., Asset Management, FINRA, Retirement Planning, Investment Advisory, Due Diligence, Retirement, Asset Allocation
Education
The University of Texas at Dallas 1993 — 1999
Master of Science (M.S.) Management and Administrative Sciences, Finance Concentration
DeVry Institute of Technology 1985 — 1988
Bachelor of Science (B.S.) Electronics Engineering Technology
Raymond James November 2005 - Present
Charter Communications August 2001 - August 2005
Genuity Inc. January 2001 - August 2001
MCI WorldCom Inc. May 1986 - December 2000
Skills
Financial Advisory, Wealth Management, Finance, Securities, Series 7, Strategic Financial..., Mutual Funds, Investments, Uniform Combined State..., Asset Management, FINRA, Retirement Planning, Investment Advisory, Due Diligence, Retirement, Asset Allocation
Education
The University of Texas at Dallas 1993 — 1999
Master of Science (M.S.) Management and Administrative Sciences, Finance Concentration
DeVry Institute of Technology 1985 — 1988
Bachelor of Science (B.S.) Electronics Engineering Technology
Scott Housel, CFP®'s Raymond James Experience August 2011 - Present
Job Financial Advisor / CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Raymond James August 2011 - Present
River City Auto Spa, LLC 2008 - 2012
Merrill Lynch April 2005 - August 2011
Morgan Stanley Smith Barney July 1996 - March 2005
Skills
Investment Strategies, Financial Advisory, Financial Goals, Securities, Series 7, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Uniform Combined State..., 401k Rollovers, Investment Advisory, Finance, Retirement, Asset Allocation, Series 63, Estate Planning, Fixed Annuities
Education
Stetson University 1989 — 1993
BS, Exercise Science Sports Administration
Delbarton School 1987 — 1989
Raymond James August 2011 - Present
River City Auto Spa, LLC 2008 - 2012
Merrill Lynch April 2005 - August 2011
Morgan Stanley Smith Barney July 1996 - March 2005
Skills
Investment Strategies, Financial Advisory, Financial Goals, Securities, Series 7, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Uniform Combined State..., 401k Rollovers, Investment Advisory, Finance, Retirement, Asset Allocation, Series 63, Estate Planning, Fixed Annuities
Education
Stetson University 1989 — 1993
BS, Exercise Science Sports Administration
Delbarton School 1987 — 1989
George Holzwarth George Holzwarth's Raymond James Experience May 2005 - August 2005
Job Sr. Analyst HRIS & Compensation at Waste Management
Industry Environmental Services
Experience
Waste Management April 2013 - Present
Air Liquide November 2012 - March 2013
Waste Management August 2011 - October 2012
Waste Management, Inc. February 2011 - August 2011
Suddenlink Communications September 2010 - December 2010
ExxonMobil May 2010 - July 2010
Fidelity Investments June 2007 - June 2009
American Eagle Outfitters May 2006 - November 2006
Waddell & Reed January 2006 - April 2006
Raymond James May 2005 - August 2005
Skills
Customer Service, Organizational..., Excel, Problem Solving, Talent Acquisition, Strategic Planning, Analysis, Data Analysis, Workforce Planning, Strategic HR, Financial Analysis, Succession Planning, Performance Management, Strategic Partnerships, Key Performance..., Sales Compensation, Budgets, Recruiting, Onboarding, Management, Employee Relations, Talent Management, Human Resources, Sourcing, HRIS, Business Planning, Leadership, Microsoft Excel
Education
Texas A&M University - Mays Business School 2009 — 2010
MBA
University of Pittsburgh 2003 — 2006
Bachelor of Science, Finance
Montgomery High School 1999 — 2003
Waste Management April 2013 - Present
Air Liquide November 2012 - March 2013
Waste Management August 2011 - October 2012
Waste Management, Inc. February 2011 - August 2011
Suddenlink Communications September 2010 - December 2010
ExxonMobil May 2010 - July 2010
Fidelity Investments June 2007 - June 2009
American Eagle Outfitters May 2006 - November 2006
Waddell & Reed January 2006 - April 2006
Raymond James May 2005 - August 2005
Skills
Customer Service, Organizational..., Excel, Problem Solving, Talent Acquisition, Strategic Planning, Analysis, Data Analysis, Workforce Planning, Strategic HR, Financial Analysis, Succession Planning, Performance Management, Strategic Partnerships, Key Performance..., Sales Compensation, Budgets, Recruiting, Onboarding, Management, Employee Relations, Talent Management, Human Resources, Sourcing, HRIS, Business Planning, Leadership, Microsoft Excel
Education
Texas A&M University - Mays Business School 2009 — 2010
MBA
University of Pittsburgh 2003 — 2006
Bachelor of Science, Finance
Montgomery High School 1999 — 2003
Gordon Morse Gordon Morse's Raymond James Experience 2008 - Present
Job Senior Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. July 2008 - Present
Raymond James 2008 - Present
Jefferies & Company July 2006 - April 2008
Bear Stearns August 1995 - April 2006
Education
The Ohio State University 1980 — 1984
BA, English
Raymond James & Associates, Inc. July 2008 - Present
Raymond James 2008 - Present
Jefferies & Company July 2006 - April 2008
Bear Stearns August 1995 - April 2006
Education
The Ohio State University 1980 — 1984
BA, English
Greg Sitrin Greg Sitrin's Raymond James Experience March 2006 - Present
Job Managing Director in Fixed Income at Raymond James
Industry Financial Services
Experience
Raymond James March 2006 - Present
Bank of America August 1999 - March 2006
Goldman Sachs May 1996 - August 1997
Accenture September 1992 - April 1996
Education
The University of Chicago Booth School of Business 1997 — 1999
M.B.A.
The University of Texas at Austin 1988 — 1992
B.A., International Business
Raymond James March 2006 - Present
Bank of America August 1999 - March 2006
Goldman Sachs May 1996 - August 1997
Accenture September 1992 - April 1996
Education
The University of Chicago Booth School of Business 1997 — 1999
M.B.A.
The University of Texas at Austin 1988 — 1992
B.A., International Business
Chad Peschke Chad Peschke's Raymond James Experience May 2013 - Present
Job Financial Advisor serving employees of the Houston Energy Industry ►Retirement Planning ►Wealth Preservation
Industry Financial Services
Experience
Raymond James May 2013 - Present
InfraSource Pipeline Facilities August 2012 - May 2013
Sprint Pipeline Services November 2011 - August 2012
EMS USA, Inc. 2010 - 2011
EnCon, LC 2007 - 2010
Education
Texas A&M University 2001 — 2005
Bachelor of Business Administration (BBA), Information and Operations Management
Raymond James May 2013 - Present
InfraSource Pipeline Facilities August 2012 - May 2013
Sprint Pipeline Services November 2011 - August 2012
EMS USA, Inc. 2010 - 2011
EnCon, LC 2007 - 2010
Education
Texas A&M University 2001 — 2005
Bachelor of Business Administration (BBA), Information and Operations Management
Erin Archer's Raymond James Experience November 2000 - June 2004
Job Equity Analyst
Industry Financial Services
Experience
Arqaam Capital November 2014 - May 2015
HSBC March 2013 - September 2014
Goldman Sachs October 2008 - November 2012
Thrivent Financial for Lutherans April 2006 - June 2008
Piper Jaffray July 2004 - March 2006
Raymond James November 2000 - June 2004
Skills
Investments, Bloomberg, Portfolio Management, Private Equity, Hedge Funds, Asset Managment, Investment Banking, Fixed Income, Corporate Finance, Emerging Markets, Asset Management, Equities, Financial Analysis, Valuation, Financial Modeling, Equity Research, Investment Management
Education
The University of Chicago - Booth School of Business
MBA, Finance, Economics
University of Chicago
BA, Biological Sciences, Law
The Thacher School
Arqaam Capital November 2014 - May 2015
HSBC March 2013 - September 2014
Goldman Sachs October 2008 - November 2012
Thrivent Financial for Lutherans April 2006 - June 2008
Piper Jaffray July 2004 - March 2006
Raymond James November 2000 - June 2004
Skills
Investments, Bloomberg, Portfolio Management, Private Equity, Hedge Funds, Asset Managment, Investment Banking, Fixed Income, Corporate Finance, Emerging Markets, Asset Management, Equities, Financial Analysis, Valuation, Financial Modeling, Equity Research, Investment Management
Education
The University of Chicago - Booth School of Business
MBA, Finance, Economics
University of Chicago
BA, Biological Sciences, Law
The Thacher School
Laurie Gross Laurie Gross's Raymond James Experience January 2007 - February 2015
Job Financial Advisor at Raymond James Financial, Inc., Member FINRA/SIPC; Investment Management Consultant
Industry Financial Services
Experience
Raymond James Financial, Inc. 2015 - Present
Raymond James January 2007 - February 2015
Bankers Trust 1987 - 1992
Skills
Retirement Planning, Investment Advisory..., College Education..., Life & Health Insurance..., Wealth Management, Asset Managment
Education
State University of New York College at Oneonta 1976 — 1980
BA Economics
Hillcrest High School; Queens, NY
Raymond James Financial, Inc. 2015 - Present
Raymond James January 2007 - February 2015
Bankers Trust 1987 - 1992
Skills
Retirement Planning, Investment Advisory..., College Education..., Life & Health Insurance..., Wealth Management, Asset Managment
Education
State University of New York College at Oneonta 1976 — 1980
BA Economics
Hillcrest High School; Queens, NY
Bill Draper Bill Draper's Raymond James Experience 2011 - 2011
Job Marketing
Industry Financial Services
Experience
none listed February 2012 - Present
none listed due to compliance 2010 - Present
Draper Insurance Agency June 2008 - Present
none 2011 - 2012
Raymond James 2011 - 2011
Colonial Life 2006 - 2010
Mallory Partners January 1990 - December 2003
Skills
IRA specialist., IRA Rollovers, Roth IRA, IRAs, Insurance, Term Life Insurance, Health Insurance, Employee Benefits, Strategic Financial..., Financial Services, Marketing, Strategy, Long-term Care, Retirement Planning, Disability Insurance, Life Insurance
Education
The University of Memphis 1969 — 1970
bsba, marketing
University of Arkansas 1965 — 1969
bsba, marketing
FCHS
none listed February 2012 - Present
none listed due to compliance 2010 - Present
Draper Insurance Agency June 2008 - Present
none 2011 - 2012
Raymond James 2011 - 2011
Colonial Life 2006 - 2010
Mallory Partners January 1990 - December 2003
Skills
IRA specialist., IRA Rollovers, Roth IRA, IRAs, Insurance, Term Life Insurance, Health Insurance, Employee Benefits, Strategic Financial..., Financial Services, Marketing, Strategy, Long-term Care, Retirement Planning, Disability Insurance, Life Insurance
Education
The University of Memphis 1969 — 1970
bsba, marketing
University of Arkansas 1965 — 1969
bsba, marketing
FCHS
B. Reeves B. Reeves's Raymond James Experience April 2011 - November 2013
Job Corporate Sales at Citrix
Industry Computer Software
Experience
Citrix July 2015 - Present
Payscape Advisors October 2013 - August 2014
Raymond James April 2011 - November 2013
The Crisp Group May 2010 - April 2011
McKinney November 2009 - May 2010
Freelance Film, Television and Commercial Production November 2004 - November 2009
Skills
Social Media, Event Planning, Marketing, Marketing Strategy, Social Media Marketing, Research, Advertising, Microsoft Office, Public Speaking, Strategic Planning, Microsoft Excel, Sales, Bloomberg, Newsletters, Account Management, Business Development, Social Networking, Fundraising, Budgets
Education
University of North Carolina at Wilmington 2000 — 2002
B.A., History
The University of Georgia
Citrix July 2015 - Present
Payscape Advisors October 2013 - August 2014
Raymond James April 2011 - November 2013
The Crisp Group May 2010 - April 2011
McKinney November 2009 - May 2010
Freelance Film, Television and Commercial Production November 2004 - November 2009
Skills
Social Media, Event Planning, Marketing, Marketing Strategy, Social Media Marketing, Research, Advertising, Microsoft Office, Public Speaking, Strategic Planning, Microsoft Excel, Sales, Bloomberg, Newsletters, Account Management, Business Development, Social Networking, Fundraising, Budgets
Education
University of North Carolina at Wilmington 2000 — 2002
B.A., History
The University of Georgia
David Meats's Raymond James Experience June 2012 - February 2014
Job Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar Inc February 2014 - Present
Raymond James June 2012 - February 2014
Morgan Stanley June 2011 - August 2011
Eni SpA July 2008 - June 2010
Burren Energy September 2006 - June 2008
Skills
Financial Modeling, Economics, Valuation, Equity Research, Corporate Finance, Equities, Financial Analysis, Investments, Upstream, Business Strategy, Energy, Analysis, Portfolio Management, Accounting, Asset Management, Bloomberg, Equity Valuation, Finance
Education
The University of Chicago - Booth School of Business 2000 — 2012
MBA, Business Administration
University of London 2005 — 2006
MSc, Petroleum Geology
University of Nottingham 2000 — 2004
MSci, Physics
Morningstar Inc February 2014 - Present
Raymond James June 2012 - February 2014
Morgan Stanley June 2011 - August 2011
Eni SpA July 2008 - June 2010
Burren Energy September 2006 - June 2008
Skills
Financial Modeling, Economics, Valuation, Equity Research, Corporate Finance, Equities, Financial Analysis, Investments, Upstream, Business Strategy, Energy, Analysis, Portfolio Management, Accounting, Asset Management, Bloomberg, Equity Valuation, Finance
Education
The University of Chicago - Booth School of Business 2000 — 2012
MBA, Business Administration
University of London 2005 — 2006
MSc, Petroleum Geology
University of Nottingham 2000 — 2004
MSci, Physics
Christopher Shupe, MBA's Raymond James Experience September 2010 - January 2011
Job Data Guru SQL, VBA, Excel, Access, Forecasting
Industry Information Technology and Services
Experience
HSBC January 2015 - Present
Advanced Excel Optimization November 2012 - Present
CareCentrix November 2013 - January 2015
Nielsen January 2013 - November 2013
Freelance August 2011 - December 2012
Jabil May 2012 - August 2012
Manufacturers Distributor, Inc. December 2011 - May 2012
Raymond James September 2010 - January 2011
Student Translation Services April 2008 - April 2009
Skills
Analysis, Data Analysis, Microsoft Excel, Marketing, Research, Access, Public Speaking, Microsoft Office, Leadership, Statistics, Market Research, PowerPoint, SPSS, Spanish, Process Improvement, Economics, Financial Analysis, Social Media, Management, Sales, SQL, Finance, VBA, Teaching, Accounting, Outlook, Financial Modeling, Microsoft Word, Analytics, Python, R, Matlab, Octave, Mathematical Computing, Logistic Regression, Neural Networks, Random Forests, IBM AS/400, SQL DB2, Oracle PL/SQL..., Microsoft SQL Server, Netezza, Tableau, Predictive Analytics, Business Intelligence, Business Analysis
Education
University of Tampa 2011 — 2013
MBA, Finance
University of South Florida - College of Business Administration 2007 — 2010
Bachelor of Science, Business Economics
Stetson University 2006 — 2006
Sickles High School 2003 — 2006
HSBC January 2015 - Present
Advanced Excel Optimization November 2012 - Present
CareCentrix November 2013 - January 2015
Nielsen January 2013 - November 2013
Freelance August 2011 - December 2012
Jabil May 2012 - August 2012
Manufacturers Distributor, Inc. December 2011 - May 2012
Raymond James September 2010 - January 2011
Student Translation Services April 2008 - April 2009
Skills
Analysis, Data Analysis, Microsoft Excel, Marketing, Research, Access, Public Speaking, Microsoft Office, Leadership, Statistics, Market Research, PowerPoint, SPSS, Spanish, Process Improvement, Economics, Financial Analysis, Social Media, Management, Sales, SQL, Finance, VBA, Teaching, Accounting, Outlook, Financial Modeling, Microsoft Word, Analytics, Python, R, Matlab, Octave, Mathematical Computing, Logistic Regression, Neural Networks, Random Forests, IBM AS/400, SQL DB2, Oracle PL/SQL..., Microsoft SQL Server, Netezza, Tableau, Predictive Analytics, Business Intelligence, Business Analysis
Education
University of Tampa 2011 — 2013
MBA, Finance
University of South Florida - College of Business Administration 2007 — 2010
Bachelor of Science, Business Economics
Stetson University 2006 — 2006
Sickles High School 2003 — 2006
Bryan Mascola Bryan Mascola's Raymond James Experience August 2005 - December 2005
Job Corporate Treasury at Cellular Sales
Industry Retail
Experience
Cellular Sales May 2012 - Present
Horizon Lines, Inc August 2008 - May 2012
US Xpress April 2007 - August 2008
First Tennessee Bank September 2006 - April 2007
Raymond James August 2005 - December 2005
Skills
Financial Analysis, Finance, Accounting, Financial Modeling, Analysis, Financial Reporting
Education
The University of Tennessee at Chattanooga 2004 — 2006
Bachelors, Finance
Cellular Sales May 2012 - Present
Horizon Lines, Inc August 2008 - May 2012
US Xpress April 2007 - August 2008
First Tennessee Bank September 2006 - April 2007
Raymond James August 2005 - December 2005
Skills
Financial Analysis, Finance, Accounting, Financial Modeling, Analysis, Financial Reporting
Education
The University of Tennessee at Chattanooga 2004 — 2006
Bachelors, Finance
Kristine Conn's Raymond James Experience November 2012 - Present
Job Branch Operations Manager
Industry Financial Services
Experience
Raymond James November 2012 - Present
UBS Financial Services February 2009 - August 2012
UBS February 2009 - December 2011
Merrill Lynch 2007 - 2009
Skills
Series 7, Series 66, Series 9, Series 10
Education
University of Kansas 1992 — 1996
Bachelor of Arts (B.A.), Communication Studies
Raymond James November 2012 - Present
UBS Financial Services February 2009 - August 2012
UBS February 2009 - December 2011
Merrill Lynch 2007 - 2009
Skills
Series 7, Series 66, Series 9, Series 10
Education
University of Kansas 1992 — 1996
Bachelor of Arts (B.A.), Communication Studies
Stephen Valelly Stephen Valelly's Raymond James Experience May 2013 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 2013 - Present
Jefferies LLC April 2010 - May 2013
Merrill Lynch PBIG November 2005 - April 2010
Capital Institutional Services, Inc. (CAPIS) June 2000 - November 2005
Coral Rock Investments March 1988 - June 2000
Skills
Equities, Securities, Wealth Management, Capital Markets, Fixed Income, Asset Management, Asset Allocation, Investment Strategies, Financial Services, Investments, Alternative Investments, Hedge Funds, Series 7, Foreign Exchange
Education
Stanford University 1974 — 1977
Bachelor of Arts (B.A.), History
Swarthmore College 1973 — 1973
History / Political Science
Raymond James May 2013 - Present
Jefferies LLC April 2010 - May 2013
Merrill Lynch PBIG November 2005 - April 2010
Capital Institutional Services, Inc. (CAPIS) June 2000 - November 2005
Coral Rock Investments March 1988 - June 2000
Skills
Equities, Securities, Wealth Management, Capital Markets, Fixed Income, Asset Management, Asset Allocation, Investment Strategies, Financial Services, Investments, Alternative Investments, Hedge Funds, Series 7, Foreign Exchange
Education
Stanford University 1974 — 1977
Bachelor of Arts (B.A.), History
Swarthmore College 1973 — 1973
History / Political Science
Ed Ferguson Ed Ferguson's Raymond James Experience February 2013 - Present
Job Managing Director at Raymond James
Industry Investment Management
Experience
Raymond James February 2013 - Present
Morgan Keegan February 1994 - February 2013
Skills
Management
Education
The University of Georgia 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Athens Academy
Raymond James February 2013 - Present
Morgan Keegan February 1994 - February 2013
Skills
Management
Education
The University of Georgia 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Athens Academy
John Pobanz, CFP® John Pobanz, CFP®'s Raymond James Experience March 2008 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James March 2008 - Present
Edward Jones July 2004 - March 2008
Skills
Certified Financial..., Investment Strategies, Series 7, Series 63, Retirement Planning, Mutual Funds, Securities, Life Insurance, Alternative Investments, ETFs, Wealth Management
Education
Taylor University 2000 — 2004
Bachelor of Arts (B.A.), Business Administration
Raymond James March 2008 - Present
Edward Jones July 2004 - March 2008
Skills
Certified Financial..., Investment Strategies, Series 7, Series 63, Retirement Planning, Mutual Funds, Securities, Life Insurance, Alternative Investments, ETFs, Wealth Management
Education
Taylor University 2000 — 2004
Bachelor of Arts (B.A.), Business Administration
Margaret C. Starner, CFP®, The Starner Group Margaret C. Starner, CFP®, The Starner Group's Raymond James Experience 1981 - Present
Job Senior Vice President, Managing Director, Financial Planning.
Industry Financial Services
Experience
Raymond James 1981 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial...
Education
Stanford University 1956 — 1960
Bachelor of Arts (B.A.), Economics
Raymond James 1981 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial...
Education
Stanford University 1956 — 1960
Bachelor of Arts (B.A.), Economics
Mark Hilke, CFP® Mark Hilke, CFP®'s Raymond James Experience March 2009 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James March 2009 - Present
Banc of America Investments January 2004 - March 2009
Morgan Stanley June 1997 - January 2004
Skills
Portfolio Management, Investments, Wealth Management, Financial Analysis, Insurance, Strategic Planning, Financial Modeling, Retirement Planning, Estate Planning, Risk Management
Education
The University of Tennessee at Chattanooga 1993 — 1997
B.S., Finance, minor Economics
Raymond James March 2009 - Present
Banc of America Investments January 2004 - March 2009
Morgan Stanley June 1997 - January 2004
Skills
Portfolio Management, Investments, Wealth Management, Financial Analysis, Insurance, Strategic Planning, Financial Modeling, Retirement Planning, Estate Planning, Risk Management
Education
The University of Tennessee at Chattanooga 1993 — 1997
B.S., Finance, minor Economics
Jeff Potter Jeff Potter's Raymond James Experience August 2009 - January 2013
Job Data Center Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2013 - Present
Raymond James August 2009 - January 2013
Raymond James Financial 2005 - August 2009
Raymond James Financial November 2002 - 2005
Arthur Andersen, LLP February 1999 - April 2002
Skills
Data Center, Asset Management, Systems Management, Hardware, Connectivity, IT Operations, Servers, Visio, Business Continuity, UPS, ITIL, Architecture, Disaster Recovery, Vendor Management, IT Management, Troubleshooting, Security, Computer Hardware, Program Management, Operations Management, Cooling, Data Center Relocation, Cabling, Project Planning, Facilities Management, Networking, Solution Architecture, Structured Cabling, Windows Server, VMware, SharePoint, UPS systems, Asset Managment, HVAC, Fiber Optics, Power Distribution, Infrastructure, IT Service Management, Cooling Water, Management, Computer Security, SAN, Infrastructure..., Network Architecture, Active Directory, Enterprise Architecture, Storage Area Networks, VMware ESX, High Availability
Education
Manatee Community College 1976 — 1992
Engineering, Computer Science, Business
Raymond James Financial Inc. January 2013 - Present
Raymond James August 2009 - January 2013
Raymond James Financial 2005 - August 2009
Raymond James Financial November 2002 - 2005
Arthur Andersen, LLP February 1999 - April 2002
Skills
Data Center, Asset Management, Systems Management, Hardware, Connectivity, IT Operations, Servers, Visio, Business Continuity, UPS, ITIL, Architecture, Disaster Recovery, Vendor Management, IT Management, Troubleshooting, Security, Computer Hardware, Program Management, Operations Management, Cooling, Data Center Relocation, Cabling, Project Planning, Facilities Management, Networking, Solution Architecture, Structured Cabling, Windows Server, VMware, SharePoint, UPS systems, Asset Managment, HVAC, Fiber Optics, Power Distribution, Infrastructure, IT Service Management, Cooling Water, Management, Computer Security, SAN, Infrastructure..., Network Architecture, Active Directory, Enterprise Architecture, Storage Area Networks, VMware ESX, High Availability
Education
Manatee Community College 1976 — 1992
Engineering, Computer Science, Business
David Pitre David Pitre's Raymond James Experience March 2010 - Present
Job Financial Advisor with Raymond James
Industry Financial Services
Experience
Raymond James March 2010 - Present
Auto Restyling Center, Inc. January 1997 - July 2007
Skills
Strategic Financial..., Financial Advisory, Retirement Planning, Securities, Finance, Investments, Financial Analysis, Retirement, Portfolio Management, Wealth Management, 401k, Investment Advisory, Strategy, 401k Rollovers, Leadership, Sales, Asset Management
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2009
MBA, Business
The University of Texas at Arlington - College of Business 1990 — 1994
BBA, Finance/Marketing
Raymond James March 2010 - Present
Auto Restyling Center, Inc. January 1997 - July 2007
Skills
Strategic Financial..., Financial Advisory, Retirement Planning, Securities, Finance, Investments, Financial Analysis, Retirement, Portfolio Management, Wealth Management, 401k, Investment Advisory, Strategy, 401k Rollovers, Leadership, Sales, Asset Management
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2009
MBA, Business
The University of Texas at Arlington - College of Business 1990 — 1994
BBA, Finance/Marketing
Peter Abuls Peter Abuls's Raymond James Experience June 2011 - Present
Job Senior Vice President, Investments and Managing Director at Raymond James
Industry Investment Management
Experience
Raymond James June 2011 - Present
Howe Barnes Hoefer & Arnett, A Subsidiary of Raymond James May 2000 - June 2011
First Union Securities June 1996 - May 2000
Principal Financial Group January 1988 - June 1996
Education
Western Michigan University - Haworth College of Business 1983 — 1984
Masters Business Administration, Finance
Tennessee Technological University - College of Business Administration 1978 — 1982
Bachelors of Science
Raymond James June 2011 - Present
Howe Barnes Hoefer & Arnett, A Subsidiary of Raymond James May 2000 - June 2011
First Union Securities June 1996 - May 2000
Principal Financial Group January 1988 - June 1996
Education
Western Michigan University - Haworth College of Business 1983 — 1984
Masters Business Administration, Finance
Tennessee Technological University - College of Business Administration 1978 — 1982
Bachelors of Science
Bob Harrell Bob Harrell's Raymond James Experience May 1998 - Present
Job Senior Vice President, Investments at Private Wealth Partners of Raymond James
Industry Investment Management
Experience
Raymond James May 1998 - Present
Merrill Lynch May 1992 - May 1998
Dun & Bradstreet January 1988 - January 1992
Education
University of Texas 1983 — 1987
Liberal Arts, Economics
Raymond James May 1998 - Present
Merrill Lynch May 1992 - May 1998
Dun & Bradstreet January 1988 - January 1992
Education
University of Texas 1983 — 1987
Liberal Arts, Economics
Keith Chapman's Raymond James Experience 1998 - 2000
Job Owner, Chapman Wealth Management
Industry Financial Services
Experience
Chapman Wealth Management 2000 - Present
LEAP SYSTEMS, Inc. 1996 - Present
Raymond James 1998 - 2000
Lincoln Financial Group 1996 - 1998
Education
Texas A&M University 1984 — 1992
Chapman Wealth Management 2000 - Present
LEAP SYSTEMS, Inc. 1996 - Present
Raymond James 1998 - 2000
Lincoln Financial Group 1996 - 1998
Education
Texas A&M University 1984 — 1992
Larry Wildes Larry Wildes's Raymond James Experience May 2009 - Present
Job Associate Vice President, Investments at Raymond JamesFinancial Advisor
Industry Financial Services
Experience
Raymond James May 2009 - Present
UBS Finacial Services 1996 - 2009
Alex Brown and Sons 1989 - 1996
Skills
Investments, Portfolio Management, Investment Strategies, Financial Advisory, Securities, Finance, Risk Management, Pensions, Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Series 63, 401k, Retirement, Financial Analysis
Education
The University of Georgia 1970 — 1974
BBA, Business, Management, Marketing, and Related Support Services
University of Georgia - Terry College of Business 1970 — 1974
BBA, Marketing
Raymond James May 2009 - Present
UBS Finacial Services 1996 - 2009
Alex Brown and Sons 1989 - 1996
Skills
Investments, Portfolio Management, Investment Strategies, Financial Advisory, Securities, Finance, Risk Management, Pensions, Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Series 63, 401k, Retirement, Financial Analysis
Education
The University of Georgia 1970 — 1974
BBA, Business, Management, Marketing, and Related Support Services
University of Georgia - Terry College of Business 1970 — 1974
BBA, Marketing
John C. Sudduth John C. Sudduth's Raymond James Experience October 2005 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James October 2005 - Present
Salomon Smith Barney July 1993 - October 2005
Lehman Brothers March 1981 - July 1993
Education
Texas Tech University
Bachelor's degree, Finance, General
Raymond James October 2005 - Present
Salomon Smith Barney July 1993 - October 2005
Lehman Brothers March 1981 - July 1993
Education
Texas Tech University
Bachelor's degree, Finance, General
Brittanie Jones Brittanie Jones's Raymond James Experience April 2015 - Present
Job Sales Associate at Raymond James
Industry Law Practice
Experience
Raymond James April 2015 - Present
Ed Shaughnessy Law Office May 2013 - May 2014
Raymond James & Associates, Inc March 2011 - July 2011
IBC Bank May 2009 - July 2009
State of Texas January 2009 - May 2009
Education
St. Mary's University School of Law 2011 — 2014
Doctor of Law (J.D.)
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2010
BBA, Finance, Philosophy
Raymond James April 2015 - Present
Ed Shaughnessy Law Office May 2013 - May 2014
Raymond James & Associates, Inc March 2011 - July 2011
IBC Bank May 2009 - July 2009
State of Texas January 2009 - May 2009
Education
St. Mary's University School of Law 2011 — 2014
Doctor of Law (J.D.)
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2010
BBA, Finance, Philosophy
Kevin MacCormack Kevin MacCormack's Raymond James Experience July 1999 - Present
Job Managing Director at Raymond James
Industry Investment Banking
Experience
Raymond James July 1999 - Present
Houlihan Lokey January 1994 - June 1997
Skills
Financial Advisory, Strategy, Corporate Development, Mergers & Acquisitions, Financial Modeling, Management, Corporate Finance, Due Diligence, Securities, Valuation, Private Equity, Investment Banking, Financial Analysis, Finance, Venture Capital
Education
Stanford University Graduate School of Business 1997 — 1999
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Finance (High Honors)
Raymond James July 1999 - Present
Houlihan Lokey January 1994 - June 1997
Skills
Financial Advisory, Strategy, Corporate Development, Mergers & Acquisitions, Financial Modeling, Management, Corporate Finance, Due Diligence, Securities, Valuation, Private Equity, Investment Banking, Financial Analysis, Finance, Venture Capital
Education
Stanford University Graduate School of Business 1997 — 1999
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Finance (High Honors)
John McCaffery John McCaffery's Raymond James Experience February 2009 - Present
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2009 - Present
Pennsylvania Rush/ Lenape Valley Soccer Club 2009 - Present
Morgan Stanley September 1993 - February 2009
US Army November 1982 - April 1989
Education
Temple University - Fox School of Business and Management 1989 — 1993
BBA, Finance
St. Modans High School, St. Ninians Scotland 1975 — 1981
Raymond James February 2009 - Present
Pennsylvania Rush/ Lenape Valley Soccer Club 2009 - Present
Morgan Stanley September 1993 - February 2009
US Army November 1982 - April 1989
Education
Temple University - Fox School of Business and Management 1989 — 1993
BBA, Finance
St. Modans High School, St. Ninians Scotland 1975 — 1981
Yuri Samardak Yuri Samardak's Raymond James Experience October 2008 - Present
Job Systems Engineer at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James Financial Inc. June 2011 - Present
Raymond James October 2008 - Present
Skills
Business Analysis, Virtualization, Active Directory, VMware ESX, ITIL, Servers, Troubleshooting, Windows, Cisco UCS, Microsoft Certified..., SCCM, Data Center, SAN, Disaster Recovery, IIS, IT Management, Unix, Cisco Technologies, SharePoint, Visio, System Administration, Switches, Enterprise Architecture, Citrix, Windows Server, Requirements Analysis, DHCP, SQL, DNS, Windows XP, Databases, Technical Support, Routers, Microsoft SQL Server, Cisco Nexus, Operating Systems, Microsoft Exchange, Network Security, VMware, IT Operations, Windows 7, VPN, Help Desk Support, Firewalls, Integration, IT Strategy, Security, VMware Infrastructure
Education
St. Petersburg College 2005 — 2008
AS, Information Technologies - Networking
Belarussian National Technical Unirversity 2001 — 2003
AS, IT - programming
Grodno Technical College 1997 — 2002
Associate's Degree, Computer Programming, Specific Applications
University of South Florida
IT
Raymond James Financial Inc. June 2011 - Present
Raymond James October 2008 - Present
Skills
Business Analysis, Virtualization, Active Directory, VMware ESX, ITIL, Servers, Troubleshooting, Windows, Cisco UCS, Microsoft Certified..., SCCM, Data Center, SAN, Disaster Recovery, IIS, IT Management, Unix, Cisco Technologies, SharePoint, Visio, System Administration, Switches, Enterprise Architecture, Citrix, Windows Server, Requirements Analysis, DHCP, SQL, DNS, Windows XP, Databases, Technical Support, Routers, Microsoft SQL Server, Cisco Nexus, Operating Systems, Microsoft Exchange, Network Security, VMware, IT Operations, Windows 7, VPN, Help Desk Support, Firewalls, Integration, IT Strategy, Security, VMware Infrastructure
Education
St. Petersburg College 2005 — 2008
AS, Information Technologies - Networking
Belarussian National Technical Unirversity 2001 — 2003
AS, IT - programming
Grodno Technical College 1997 — 2002
Associate's Degree, Computer Programming, Specific Applications
University of South Florida
IT
Bryan White Bryan White's Raymond James Experience October 2008 - October 2010
Job Vice President at J.P. Morgan
Industry Capital Markets
Experience
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase April 2013 - August 2014
KeyBanc Capital Markets August 2012 - April 2013
KeyBanc Capital Markets November 2010 - August 2012
Raymond James October 2008 - October 2010
Skills
Financial Modeling, Investment Banking, Financial Structuring, Capital Markets, Fixed Income, Private Placements, DBC, Excel, Credit Analysis, Portfolio Management, Financial Analysis, Factset, Bloomberg, Bonds, Corporate Finance, Asset Allocation, Series 7, Credit, Credit Derivatives, Quantitative Analytics, Investment Management, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2009
Bachelor or Science, Finance
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase April 2013 - August 2014
KeyBanc Capital Markets August 2012 - April 2013
KeyBanc Capital Markets November 2010 - August 2012
Raymond James October 2008 - October 2010
Skills
Financial Modeling, Investment Banking, Financial Structuring, Capital Markets, Fixed Income, Private Placements, DBC, Excel, Credit Analysis, Portfolio Management, Financial Analysis, Factset, Bloomberg, Bonds, Corporate Finance, Asset Allocation, Series 7, Credit, Credit Derivatives, Quantitative Analytics, Investment Management, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2009
Bachelor or Science, Finance
J. Jarrell Prince J. Jarrell Prince's Raymond James Experience May 2008 - Present
Job Managing Partner, CPB Group of Raymond James
Industry Financial Services
Experience
Raymond James May 2008 - Present
Morgan Keegan & Co. December 1997 - May 2008
First Dallas Securities Inc. December 1989 - December 1997
Education
Texas A&M University
Bachelor of Science (B.S.), Economics
University of Pennsylvania - The Wharton School
Securities Industry Institute
Raymond James May 2008 - Present
Morgan Keegan & Co. December 1997 - May 2008
First Dallas Securities Inc. December 1989 - December 1997
Education
Texas A&M University
Bachelor of Science (B.S.), Economics
University of Pennsylvania - The Wharton School
Securities Industry Institute
Todd P. Scholl, CFA Todd P. Scholl, CFA's Raymond James Experience January 2006 - December 2006
Job Chief Financial Officer at Knetik
Industry Financial Services
Experience
Knetik May 2014 - Present
Knetik January 2013 - Present
Wunderlich Securities April 2013 - April 2014
Clarkson Capital Markets July 2011 - April 2013
RBC Capital Markets January 2010 - June 2011
RBC Capital Markets June 2008 - January 2010
Austin Stock Research January 2007 - June 2008
Raymond James January 2006 - December 2006
US Global Investors February 2004 - June 2005
Various June 1994 - February 2003
Skills
Equity Research, Financial Modeling, Equities, Energy, Financial Analysis, Valuation, Mergers & Acquisitions, Capital Markets, Series 7, Bloomberg, Factset, Portfolio Management, Trading, Oil/Gas, Microsoft Excel, Microsoft Word, PowerPoint, International Business, Hedge Funds, Emerging Markets, Mutual Funds, Private Equity, Investment Banking, Corporate Finance
Education
Stetson University College of Law 2015 — 2019
Doctor of Law (J.D.), International Business, Trade, and Tax Law / M&A
University of Florida - Warrington College Of Business 2003 — 2005
Masters, Business Administration
University of Central Florida 1994 — 1997
Bachelor of Arts, Political Science
Knetik May 2014 - Present
Knetik January 2013 - Present
Wunderlich Securities April 2013 - April 2014
Clarkson Capital Markets July 2011 - April 2013
RBC Capital Markets January 2010 - June 2011
RBC Capital Markets June 2008 - January 2010
Austin Stock Research January 2007 - June 2008
Raymond James January 2006 - December 2006
US Global Investors February 2004 - June 2005
Various June 1994 - February 2003
Skills
Equity Research, Financial Modeling, Equities, Energy, Financial Analysis, Valuation, Mergers & Acquisitions, Capital Markets, Series 7, Bloomberg, Factset, Portfolio Management, Trading, Oil/Gas, Microsoft Excel, Microsoft Word, PowerPoint, International Business, Hedge Funds, Emerging Markets, Mutual Funds, Private Equity, Investment Banking, Corporate Finance
Education
Stetson University College of Law 2015 — 2019
Doctor of Law (J.D.), International Business, Trade, and Tax Law / M&A
University of Florida - Warrington College Of Business 2003 — 2005
Masters, Business Administration
University of Central Florida 1994 — 1997
Bachelor of Arts, Political Science
Sheri Gebe Sheri Gebe's Raymond James Experience May 2000 - January 2003
Job Associate Product Manager at Transamerica
Industry Financial Services
Experience
Transamerica December 2013 - Present
Transamerica February 2008 - Present
Transamerica Financial Advisors, Inc. 2006 - 2008
Transamerica Financial Advisors, Inc. 2004 - 2008
Raymond James May 2000 - January 2003
One Group Mutual Funds February 1999 - May 2000
Skills
Mutual Funds, Insurance, Financial Services, Product Management, Requirements Gathering, Business Requirements, Series 7, Investments, Series 63, Relationship Management, Fixed Income, Alternative Investments, Process Improvement, Asset Allocation, Life Insurance, Securities
Education
The Ohio State University
Bachelor's degree, Business Administration, Management and Operations
Transamerica December 2013 - Present
Transamerica February 2008 - Present
Transamerica Financial Advisors, Inc. 2006 - 2008
Transamerica Financial Advisors, Inc. 2004 - 2008
Raymond James May 2000 - January 2003
One Group Mutual Funds February 1999 - May 2000
Skills
Mutual Funds, Insurance, Financial Services, Product Management, Requirements Gathering, Business Requirements, Series 7, Investments, Series 63, Relationship Management, Fixed Income, Alternative Investments, Process Improvement, Asset Allocation, Life Insurance, Securities
Education
The Ohio State University
Bachelor's degree, Business Administration, Management and Operations
Lawson Arney, CFP®'s Raymond James Experience September 2006 - Present
Job Financial Advisor at Raymond James & Associates
Industry Financial Services
Experience
Raymond James September 2006 - Present
Regions Bank July 2004 - September 2006
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Arts (B.A.), Computer Science
White Station High School 1996 — 2000
Raymond James September 2006 - Present
Regions Bank July 2004 - September 2006
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Arts (B.A.), Computer Science
White Station High School 1996 — 2000
Rajinder (Randy) Johal, CFA Rajinder (Randy) Johal, CFA's Raymond James Experience April 2000 - June 2010
Job Investment Advisor at Leede Financial Markets Inc.
Industry Financial Services
Experience
Leede Financial Markets Inc. June 2013 - Present
Self-Employed July 2011 - June 2013
Raymond James April 2000 - June 2010
Canadian Western Capital 1997 - 2000
Royal Trust 1992 - 1997
Skills
Bonds, Fixed Income, Bloomberg, Trading, Portfolio Management, Cash Flow Management, Portfolio Performance..., Securities, Derivatives, Risk Management, Money Market
Education
CFA Institute
CFA - Chartered Financial Analyst, Finance
Canadian Securities Institute
FCSI - Fellow of the Canadian Securities Institute, Finance
The University of British Columbia
Bachelors, Urban Studies
Leede Financial Markets Inc. June 2013 - Present
Self-Employed July 2011 - June 2013
Raymond James April 2000 - June 2010
Canadian Western Capital 1997 - 2000
Royal Trust 1992 - 1997
Skills
Bonds, Fixed Income, Bloomberg, Trading, Portfolio Management, Cash Flow Management, Portfolio Performance..., Securities, Derivatives, Risk Management, Money Market
Education
CFA Institute
CFA - Chartered Financial Analyst, Finance
Canadian Securities Institute
FCSI - Fellow of the Canadian Securities Institute, Finance
The University of British Columbia
Bachelors, Urban Studies
Oksana J Nelson, MBA Oksana J Nelson, MBA's Raymond James Experience October 2014 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James October 2014 - Present
LPL Financial March 2014 - September 2014
Samaritan's Purse September 2007 - December 2013
Diversicare Healthcare Services Inc. September 2013 - November 2013
Vanguard Health Systems November 2012 - September 2013
Skills
Leadership, Customer Service, Social Networking, Presenter, Community Outreach, Fundraising, Adoption, Social Media, Motivational Speaking, Microsoft Office, Budgets, MBA, Communication, Public Speaking, Series 7, series 66
Education
Lipscomb University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Tarleton State University 2009 — 2011
BS, Economics
Raymond James October 2014 - Present
LPL Financial March 2014 - September 2014
Samaritan's Purse September 2007 - December 2013
Diversicare Healthcare Services Inc. September 2013 - November 2013
Vanguard Health Systems November 2012 - September 2013
Skills
Leadership, Customer Service, Social Networking, Presenter, Community Outreach, Fundraising, Adoption, Social Media, Motivational Speaking, Microsoft Office, Budgets, MBA, Communication, Public Speaking, Series 7, series 66
Education
Lipscomb University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Tarleton State University 2009 — 2011
BS, Economics
David Alexander David Alexander's Raymond James Experience April 2009 - January 2011
Job Private Equity
Industry Venture Capital & Private Equity
Experience
WL Ross & Co. LLC June 2014 - Present
Trinity Hunt Partners February 2011 - June 2013
Raymond James April 2009 - January 2011
Wells Fargo May 2007 - August 2007
Skills
Investment Banking, Private Equity, Financial Modeling, Due Diligence, LBO, Financial Analysis, Mergers, Capital Markets, M&A experience, Investments, Alternative Investments, Energy, Oil & Gas, Oilfield
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), High Honors
The University of Texas at Austin 2004 — 2008
BA, Economics, Honors
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Finance
WL Ross & Co. LLC June 2014 - Present
Trinity Hunt Partners February 2011 - June 2013
Raymond James April 2009 - January 2011
Wells Fargo May 2007 - August 2007
Skills
Investment Banking, Private Equity, Financial Modeling, Due Diligence, LBO, Financial Analysis, Mergers, Capital Markets, M&A experience, Investments, Alternative Investments, Energy, Oil & Gas, Oilfield
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), High Honors
The University of Texas at Austin 2004 — 2008
BA, Economics, Honors
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Finance
Gary Klein, CFA Gary Klein, CFA's Raymond James Experience March 2014 - Present
Job Senior Associate at Raymond James
Industry Investment Banking
Experience
Raymond James March 2014 - Present
Raymond James June 2009 - February 2014
AEGON USA Investment Management May 2008 - August 2008
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.)
University of Northern Iowa
Bachelor of Arts (B.A.), Finance, Accounting
Raymond James March 2014 - Present
Raymond James June 2009 - February 2014
AEGON USA Investment Management May 2008 - August 2008
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.)
University of Northern Iowa
Bachelor of Arts (B.A.), Finance, Accounting
John Pettey John Pettey's Raymond James Experience April 2012 - Present
Job Managing Director of Investments at Raymond James
Industry Financial Services
Experience
Raymond James April 2012 - Present
Morgan Keegan March 1999 - April 2012
Kemmons Wilson Companies November 1981 - February 1999
Skills
Series 7, Investments, Securities, Wealth Management, Asset Management, Financial Analysis, Financial Modeling, Capital Markets, Mutual Funds, Strategic Financial..., Equities, Portfolio Management
Education
The University of Texas at Austin - Red McCombs School of Business 1971 — 1972
Master of Business Administration (M.B.A.), Accounting
University of Virginia 1967 — 1971
Bachelor of Science (B.S.), Commerce, Accounting
Memphis University School 1961 — 1967
High School
Raymond James April 2012 - Present
Morgan Keegan March 1999 - April 2012
Kemmons Wilson Companies November 1981 - February 1999
Skills
Series 7, Investments, Securities, Wealth Management, Asset Management, Financial Analysis, Financial Modeling, Capital Markets, Mutual Funds, Strategic Financial..., Equities, Portfolio Management
Education
The University of Texas at Austin - Red McCombs School of Business 1971 — 1972
Master of Business Administration (M.B.A.), Accounting
University of Virginia 1967 — 1971
Bachelor of Science (B.S.), Commerce, Accounting
Memphis University School 1961 — 1967
High School
Michael Bratton, CFP®, AIF® Michael Bratton, CFP®, AIF®'s Raymond James Experience February 2013 - Present
Job Vice President Investments, Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Raymond James Morgan Keegan December 2004 - February 2013
Morgan Stanley March 1999 - December 2004
Avco Financial Services 1997 - 1999
Avco Financial Services 1993 - 1997
Skills
Retirement Planning, Wealth Management, Investment Management, Securities, Estate Planning, Investments, Strategic Financial..., Financial Advisory, Retirement Plan..., Asset Allocation, Risk Management, Wealth Management..., Finance, Charitable Gift Planning, Financial Planners, Mutual Funds, Investment Advisory, Education Planning, Asset Management, Alternative Investments, Succession Planning, Investment Strategies, Business Succession..., Financial Planning
Education
The American College 2003 — 2005
Financial Planning
University of Missouri-Columbia 1988 — 1991
BA, Political Science
Raymond James February 2013 - Present
Raymond James Morgan Keegan December 2004 - February 2013
Morgan Stanley March 1999 - December 2004
Avco Financial Services 1997 - 1999
Avco Financial Services 1993 - 1997
Skills
Retirement Planning, Wealth Management, Investment Management, Securities, Estate Planning, Investments, Strategic Financial..., Financial Advisory, Retirement Plan..., Asset Allocation, Risk Management, Wealth Management..., Finance, Charitable Gift Planning, Financial Planners, Mutual Funds, Investment Advisory, Education Planning, Asset Management, Alternative Investments, Succession Planning, Investment Strategies, Business Succession..., Financial Planning
Education
The American College 2003 — 2005
Financial Planning
University of Missouri-Columbia 1988 — 1991
BA, Political Science
David Doherty, WMS David Doherty, WMS'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 1994 - 1997
Texas Commerce Bank 1989 - 1994
Portfolio Manager 1980 - 1989
Education
The University of Texas at Austin 1974 — 1978
Bachelor of Business Administration (BBA), Finance, General
Lamar High School 1971 — 1974
Raymond James March 1997 - Present
L.A. Bernard & Associates 1994 - 1997
Texas Commerce Bank 1989 - 1994
Portfolio Manager 1980 - 1989
Education
The University of Texas at Austin 1974 — 1978
Bachelor of Business Administration (BBA), Finance, General
Lamar High School 1971 — 1974
Eunice Portillo Eunice Portillo's Raymond James Experience September 2006 - April 2013
Job Licensed Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
Raymond James September 2006 - April 2013
Harmony Elementary April 2006 - August 2006
Progressive Insurance January 2003 - March 2006
Education
The University of Texas at Austin
Spanish, Hispanic Studies Concentration, Education Minor
TIAA-CREF January 2015 - Present
Raymond James September 2006 - April 2013
Harmony Elementary April 2006 - August 2006
Progressive Insurance January 2003 - March 2006
Education
The University of Texas at Austin
Spanish, Hispanic Studies Concentration, Education Minor
Erin Dickey Erin Dickey's Raymond James Experience July 2008 - September 2011
Job Director of Donor Engagement, Judson Foundation
Industry Hospital & Health Care
Experience
Judson Retirement Community April 2015 - Present
Stewart's Caring Place February 2010 - Present
Summa Health System June 2013 - March 2015
Summa Health System September 2011 - June 2013
The Arthritis Foundation September 2010 - January 2012
Raymond James July 2008 - September 2011
The Barley House July 2006 - March 2008
Clear Choice Custom Lasik Center May 2007 - August 2007
Skills
Nonprofits, Hospitals, Insurance, Marketing, Non-profits, Community Outreach, Leadership, Healthcare, Public Speaking, Data Analysis, Strategic Planning
Education
The University of Akron 2004 — 2008
Marketing Management
Judson Retirement Community April 2015 - Present
Stewart's Caring Place February 2010 - Present
Summa Health System June 2013 - March 2015
Summa Health System September 2011 - June 2013
The Arthritis Foundation September 2010 - January 2012
Raymond James July 2008 - September 2011
The Barley House July 2006 - March 2008
Clear Choice Custom Lasik Center May 2007 - August 2007
Skills
Nonprofits, Hospitals, Insurance, Marketing, Non-profits, Community Outreach, Leadership, Healthcare, Public Speaking, Data Analysis, Strategic Planning
Education
The University of Akron 2004 — 2008
Marketing Management
Kevin Ruth, CFA Kevin Ruth, CFA's Raymond James Experience December 2011 - Present
Job Senior Equity Research Associate at Raymond James
Industry Capital Markets
Experience
Raymond James December 2011 - Present
ING Investment Management February 2011 - December 2011
ING May 2008 - February 2011
ING 2007 - 2007
Education
The University of Georgia 2004 — 2008
BBA, Finance
Raymond James December 2011 - Present
ING Investment Management February 2011 - December 2011
ING May 2008 - February 2011
ING 2007 - 2007
Education
The University of Georgia 2004 — 2008
BBA, Finance
Robin Peel Joe Robin Peel Joe's Raymond James Experience January 2003 - January 2008
Job Vice President, Operations at Riley Hutto Wealth Management
Industry Financial Services
Experience
Riley Wealth Management, LLC January 2008 - Present
Raymond James January 2003 - January 2008
Paine Webber January 2000 - January 2003
UBS January 2000 - January 2003
Merrill Lynch January 1992 - January 1996
Education
The University of Texas at Arlington
Riley Wealth Management, LLC January 2008 - Present
Raymond James January 2003 - January 2008
Paine Webber January 2000 - January 2003
UBS January 2000 - January 2003
Merrill Lynch January 1992 - January 1996
Education
The University of Texas at Arlington
William Riley William Riley's Raymond James Experience January 2003 - January 2008
Job Chief Executive Officer, Chief Compliance Officer at Riley Wealth Management, LLC
Industry Financial Services
Experience
Riley Wealth Management, LLC January 2008 - Present
Raymond James January 2003 - January 2008
Raymond James January 2003 - January 2008
Raymond James Financial Inc. January 2000 - January 2008
Paine Webber January 2000 - January 2003
UBS January 2000 - January 2003
Merrill Lynch January 1992 - January 1996
Skills
Financial Planning, Portfolio Management, Wealth, Wealth Management, Retirement Planning, Series 7, Tax, Alternative Investments, Asset Management, Mutual Funds, Securities, Estate Planning, Compliance, Equities, Mergers, Annuities, Risk Management, Investments, Investment Advisory, Funding, Series 63, Insurance, Coaching, Financial Advisory, Planning, Retirement, Process Improvement, Strategic Planning, Small Business, Financial Analysis, Customer Relations, Business Planning, Team Building, Analysis, Asset Allocation, Budgeting, Investment Strategies, Asset Protection, Institutional, ETFs, Finance, Fixed Annuities, Mergers, Strategic Financial..., Wealth Management...
Education
Texas Christian University 1969 — 1971
BBA, Business
fort worth country day 1966 — 1969
eastern hills high
Riley Wealth Management, LLC January 2008 - Present
Raymond James January 2003 - January 2008
Raymond James January 2003 - January 2008
Raymond James Financial Inc. January 2000 - January 2008
Paine Webber January 2000 - January 2003
UBS January 2000 - January 2003
Merrill Lynch January 1992 - January 1996
Skills
Financial Planning, Portfolio Management, Wealth, Wealth Management, Retirement Planning, Series 7, Tax, Alternative Investments, Asset Management, Mutual Funds, Securities, Estate Planning, Compliance, Equities, Mergers, Annuities, Risk Management, Investments, Investment Advisory, Funding, Series 63, Insurance, Coaching, Financial Advisory, Planning, Retirement, Process Improvement, Strategic Planning, Small Business, Financial Analysis, Customer Relations, Business Planning, Team Building, Analysis, Asset Allocation, Budgeting, Investment Strategies, Asset Protection, Institutional, ETFs, Finance, Fixed Annuities, Mergers, Strategic Financial..., Wealth Management...
Education
Texas Christian University 1969 — 1971
BBA, Business
fort worth country day 1966 — 1969
eastern hills high
Richard Grant Richard Grant's Raymond James Experience 2001 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James 2001 - Present
Education
The University of Tennessee at Chattanooga
Bachelor's Degree, Business Administration/Accounting
University of Houston Bank Marketing School
Vanderbilt University - Tennessee Bankers Association commercial lending
Raymond James 2001 - Present
Education
The University of Tennessee at Chattanooga
Bachelor's Degree, Business Administration/Accounting
University of Houston Bank Marketing School
Vanderbilt University - Tennessee Bankers Association commercial lending
Matthew Lytell Matthew Lytell's Raymond James Experience March 2001 - January 2005
Job Wealth Management Advisor at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company January 2005 - Present
Raymond James March 2001 - January 2005
American Express Financial Advisors 1991 - 2001
Skills
Investments, Wealth Management, Finance, Retirement Planning, Financial Planning, Mutual Funds, Management, Insurance, Series 7, Financial Services
Education
Syracuse University 1986 — 1990
BS, Finance and Marketing
Northwestern Mutual Wealth Management Company January 2005 - Present
Raymond James March 2001 - January 2005
American Express Financial Advisors 1991 - 2001
Skills
Investments, Wealth Management, Finance, Retirement Planning, Financial Planning, Mutual Funds, Management, Insurance, Series 7, Financial Services
Education
Syracuse University 1986 — 1990
BS, Finance and Marketing
Barry Rodgers Barry Rodgers's Raymond James Experience July 2006 - August 2007
Job Director, Energy Management at Competitive Power Ventures, Inc.
Industry Utilities
Experience
Competitive Power Ventures, Inc. February 2012 - Present
Optim Energy Marketing LLC December 2008 - November 2011
PNM Resources August 2007 - December 2008
Raymond James July 2006 - August 2007
Skills
Energy Trading, Electricity Markets, Hedging, Power Generation, Commodity Markets, Natural Gas, Energy Markets, Renewable Energy, Energy, Trading, Commodity
Education
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2005
Bachelor's Business Administration, Finance and Marketing
Competitive Power Ventures, Inc. February 2012 - Present
Optim Energy Marketing LLC December 2008 - November 2011
PNM Resources August 2007 - December 2008
Raymond James July 2006 - August 2007
Skills
Energy Trading, Electricity Markets, Hedging, Power Generation, Commodity Markets, Natural Gas, Energy Markets, Renewable Energy, Energy, Trading, Commodity
Education
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2005
Bachelor's Business Administration, Finance and Marketing
Lars Doebler Lars Doebler's Raymond James Experience May 2012 - Present
Job Sales Assistant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James May 2012 - Present
Jobill Properties October 2010 - April 2012
Loyalsock Elementary School May 2006 - August 2006
Williamsport Country Club April 2004 - June 2005
Education
University of South Florida 2005 — 2012
Bachelor of Science (B.S.), Biomedical Sciences, General
Temple University, Pennsylvania College of Podiatric Medicine 2008 — 2010
N/A, Podiatric Medicine/Podiatry
Raymond James May 2012 - Present
Jobill Properties October 2010 - April 2012
Loyalsock Elementary School May 2006 - August 2006
Williamsport Country Club April 2004 - June 2005
Education
University of South Florida 2005 — 2012
Bachelor of Science (B.S.), Biomedical Sciences, General
Temple University, Pennsylvania College of Podiatric Medicine 2008 — 2010
N/A, Podiatric Medicine/Podiatry
Julia Chung, CFP, CLU, FEA's Raymond James Experience January 2008 - January 2013
Job Personal Finance Professional
Industry Financial Services
Experience
JYC Financial November 2011 - Present
Admin Slayer July 2015 - Present
Gazette Magazine November 2013 - Present
Facet Advisors Wealth Strategies February 2012 - January 2015
Raymond James January 2008 - January 2013
BMO Nesbitt Burns August 2007 - January 2008
Coast Capital Savings January 2003 - August 2007
Vida Coffee August 2002 - June 2003
Investors Group August 2001 - December 2002
Las Rebels Concert Promotion & Production 1999 - 2002
Skills
Retirement Planning, Freelance Writing, Technical Writing, Estate Planning, Financial Planning, Strategic Financial..., Retirement, Finance, Wealth, Certified Financial..., Financial Advisory, Personal Finance, Financial Planners, Life Insurance, Wealth Management..., Wealth Management, Small Business, Wealth Accumulation, Income Protection, Portfolio Management, Investment Strategies, Fixed Annuities, Financial Services, Equities, Tax, High Net Worth..., Critical Illness, Asset Allocation, Securities, Risk Management, Investments, Pensions, Asset Management, Investment Management, Bonds, Alternative Investments, Mutual Funds, Financial Risk, Disability Insurance, Long-term Care, Insurance, Personal Financial..., Relationship Management, Estate Tax Planning, Mortgage Lending, ETFs, Term Life Insurance, Long Term Care Insurance, Retirement Savings, Investment Advisory
Education
CPA British Columbia 2014 — 2014
The CFO's Operational Skills Program
The University of British Columbia / UBC 2013 — 2013
Family Enterprise Advisor (FEA), Family Enterprise Advice
The Institute for Advanced Financial Education 2010 — 2011
Chartered Life Underwriter (CLU), Advanced Estate Planning
Financial Planning Standards Council 2008 — 2009
Certified Financial Planner (CFP), Financial Planning
The Life Office Management Institute 2006 — 2007
Business Law, Insurance Co Operations, Principles of Life Insurance, Finance & Personal Insurance
Canadian Securities Institute 1999 — 2000
Canadian Securities Course & Conduct and Practices Handbook, Finance
Pitman Business College 1995 — 1995
Business Administration
The Justice Institute of BC 1993 — 1993
Mediation & Conflict Resolution
JYC Financial November 2011 - Present
Admin Slayer July 2015 - Present
Gazette Magazine November 2013 - Present
Facet Advisors Wealth Strategies February 2012 - January 2015
Raymond James January 2008 - January 2013
BMO Nesbitt Burns August 2007 - January 2008
Coast Capital Savings January 2003 - August 2007
Vida Coffee August 2002 - June 2003
Investors Group August 2001 - December 2002
Las Rebels Concert Promotion & Production 1999 - 2002
Skills
Retirement Planning, Freelance Writing, Technical Writing, Estate Planning, Financial Planning, Strategic Financial..., Retirement, Finance, Wealth, Certified Financial..., Financial Advisory, Personal Finance, Financial Planners, Life Insurance, Wealth Management..., Wealth Management, Small Business, Wealth Accumulation, Income Protection, Portfolio Management, Investment Strategies, Fixed Annuities, Financial Services, Equities, Tax, High Net Worth..., Critical Illness, Asset Allocation, Securities, Risk Management, Investments, Pensions, Asset Management, Investment Management, Bonds, Alternative Investments, Mutual Funds, Financial Risk, Disability Insurance, Long-term Care, Insurance, Personal Financial..., Relationship Management, Estate Tax Planning, Mortgage Lending, ETFs, Term Life Insurance, Long Term Care Insurance, Retirement Savings, Investment Advisory
Education
CPA British Columbia 2014 — 2014
The CFO's Operational Skills Program
The University of British Columbia / UBC 2013 — 2013
Family Enterprise Advisor (FEA), Family Enterprise Advice
The Institute for Advanced Financial Education 2010 — 2011
Chartered Life Underwriter (CLU), Advanced Estate Planning
Financial Planning Standards Council 2008 — 2009
Certified Financial Planner (CFP), Financial Planning
The Life Office Management Institute 2006 — 2007
Business Law, Insurance Co Operations, Principles of Life Insurance, Finance & Personal Insurance
Canadian Securities Institute 1999 — 2000
Canadian Securities Course & Conduct and Practices Handbook, Finance
Pitman Business College 1995 — 1995
Business Administration
The Justice Institute of BC 1993 — 1993
Mediation & Conflict Resolution
John Soto's Raymond James Experience July 2006 - Present
Job
Industry Financial Services
Experience
Raymond James July 2006 - Present
Raymond James May 2005 - July 2006
Raymond James February 2004 - May 2005
Jefferies & Co 1997 - 2001
Skills
Securities, Trading, Equities, Electronic Trading, Series 7, Series 4, Series 9, Series 10, Series 23, Series 55, Series 63, Business Analysis, Business Reference, Capital Markets, Derivatives, Equity Capital Markets, Equity Trading, FINRA, Finance, Financial Markets, Fixed Income, Hedge Funds, Bloomberg, Mutual Funds, Options, Portfolio Management, Prime Brokerage, Referral Development, Risk Management, Team-oriented, Traders, Trading Systems, Uniform Combined State...
Education
State University of New York College at Brockport 1979 — 1983
B.S., Computer Science, Math & Economics
Raymond James July 2006 - Present
Raymond James May 2005 - July 2006
Raymond James February 2004 - May 2005
Jefferies & Co 1997 - 2001
Skills
Securities, Trading, Equities, Electronic Trading, Series 7, Series 4, Series 9, Series 10, Series 23, Series 55, Series 63, Business Analysis, Business Reference, Capital Markets, Derivatives, Equity Capital Markets, Equity Trading, FINRA, Finance, Financial Markets, Fixed Income, Hedge Funds, Bloomberg, Mutual Funds, Options, Portfolio Management, Prime Brokerage, Referral Development, Risk Management, Team-oriented, Traders, Trading Systems, Uniform Combined State...
Education
State University of New York College at Brockport 1979 — 1983
B.S., Computer Science, Math & Economics
Anoop Anekal, CFA's Raymond James Experience December 2009 - January 2015
Job Centaur Capital Partners
Industry Investment Management
Experience
Centaur Capital Partners February 2015 - Present
Raymond James December 2009 - January 2015
Sirios Capital Management June 2008 - August 2008
National Football League July 2005 - July 2007
Raymond James July 2003 - July 2005
Skills
Equity Research, Investment Banking, Investments, Series 7, Valuation, Series 63, Mergers, Bank Mergers, Chartered Financial...
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Analytic Finance and Entrepreneurship
Washington University in St. Louis 1999 — 2003
BS, Computer Science and Finance
Centaur Capital Partners February 2015 - Present
Raymond James December 2009 - January 2015
Sirios Capital Management June 2008 - August 2008
National Football League July 2005 - July 2007
Raymond James July 2003 - July 2005
Skills
Equity Research, Investment Banking, Investments, Series 7, Valuation, Series 63, Mergers, Bank Mergers, Chartered Financial...
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Analytic Finance and Entrepreneurship
Washington University in St. Louis 1999 — 2003
BS, Computer Science and Finance
Ansar Hassan's Raymond James Experience July 2009 - March 2012
Job Investment Banking Professional
Industry Investment Banking
Experience
The Citizens Foundation March 2013 - Present
Sabbatical March 2012 - October 2013
Raymond James July 2009 - March 2012
Raymond James July 2006 - July 2009
Swicorp July 2005 - December 2005
The University of Texas at Austin Controller June 2004 - December 2004
Skills
Investment Banking, Mergers, Financial Modeling, Valuation, Equities, Financial Analysis, Corporate Finance, Due Diligence, Bloomberg, Oil & Gas Industry, Mergers & Acquisitions, Finance, Capital Markets, Equity Capital Markets
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Business Honors / Finance
The Citizens Foundation March 2013 - Present
Sabbatical March 2012 - October 2013
Raymond James July 2009 - March 2012
Raymond James July 2006 - July 2009
Swicorp July 2005 - December 2005
The University of Texas at Austin Controller June 2004 - December 2004
Skills
Investment Banking, Mergers, Financial Modeling, Valuation, Equities, Financial Analysis, Corporate Finance, Due Diligence, Bloomberg, Oil & Gas Industry, Mergers & Acquisitions, Finance, Capital Markets, Equity Capital Markets
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Business Honors / Finance
Chris Quilty's Raymond James Experience 1996 - Present
Job Sr Vice President at Raymond James & Assoc
Industry Financial Services
Experience
Raymond James & Assoc August 1996 - Present
Raymond James 1996 - Present
Raymond James Financial 1996 - Present
Raymond James Associates Inc. 1996 - Present
Skills
Investments, Portfolio Management, Wealth Management, Mergers, Asset Managment, Equities, Capital Markets, Securities, Finance, Asset Management, Mergers & Acquisitions, Valuation, Strategy, Private Equity
Education
The University of Chicago 1994 — 1996
MBA
The University of Chicago Booth School of Business 1994 — 1996
MBA
United States Naval Academy 1985 — 1989
Raymond James & Assoc August 1996 - Present
Raymond James 1996 - Present
Raymond James Financial 1996 - Present
Raymond James Associates Inc. 1996 - Present
Skills
Investments, Portfolio Management, Wealth Management, Mergers, Asset Managment, Equities, Capital Markets, Securities, Finance, Asset Management, Mergers & Acquisitions, Valuation, Strategy, Private Equity
Education
The University of Chicago 1994 — 1996
MBA
The University of Chicago Booth School of Business 1994 — 1996
MBA
United States Naval Academy 1985 — 1989
Howard Sachs J.D., CFP® professional's Raymond James Experience October 1985 - Present
Job Senior VP, Financial Planning
Industry Financial Services
Experience
Raymond James October 1985 - Present
Skills
Strategic Financial..., Retirement Planning, Securities, Restructuring, Tax, ETFs, Investments, Corporate Development, Estate Planning
Education
Temple University - James E. Beasley School of Law 1977 — 1980
Juris Doctor, Tax Law/Taxation
University of Pennsylvania- The Wharton School 1973 — 1977
Bachelor of Science (B.S.), Economics
Ramapo Senior High 1969 — 1973
Raymond James October 1985 - Present
Skills
Strategic Financial..., Retirement Planning, Securities, Restructuring, Tax, ETFs, Investments, Corporate Development, Estate Planning
Education
Temple University - James E. Beasley School of Law 1977 — 1980
Juris Doctor, Tax Law/Taxation
University of Pennsylvania- The Wharton School 1973 — 1977
Bachelor of Science (B.S.), Economics
Ramapo Senior High 1969 — 1973
Michael Vejins, MBA, CFP®'s Raymond James Experience October 2003 - Present
Job CERTIFIED FINANCIAL PLANNER™, Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James October 2003 - Present
Skills
Estate Planning, Small Business, Retirement Planning, Financial Planning, Wealth Management, Series 7, Retirement Income..., Investments, Retirement, Investment Advisory, Mutual Funds, Annuities, Asset Allocation, Asset Management, Series 66, Financial Advisory, Business Planning, 401k, IRA's, Long Term Care, Portfolio Management, Investors, Securities, Wealth, Investment Strategies, Saving for Education, Strategic Planning, Insurance Planning, Charitable Giving, Insurance, Wealth Accumulation, Budgeting, Alternative Investments, Pensions, Bonds, Equities
Education
University of South Carolina 1979 — 1981
Master’s Degree, Biochemistry
State University of New York College at Buffalo
Bachelor of Applied Science (B.A.Sc.), Chemistry
University at Buffalo
Master of Business Administration (M.B.A.)
Raymond James October 2003 - Present
Skills
Estate Planning, Small Business, Retirement Planning, Financial Planning, Wealth Management, Series 7, Retirement Income..., Investments, Retirement, Investment Advisory, Mutual Funds, Annuities, Asset Allocation, Asset Management, Series 66, Financial Advisory, Business Planning, 401k, IRA's, Long Term Care, Portfolio Management, Investors, Securities, Wealth, Investment Strategies, Saving for Education, Strategic Planning, Insurance Planning, Charitable Giving, Insurance, Wealth Accumulation, Budgeting, Alternative Investments, Pensions, Bonds, Equities
Education
University of South Carolina 1979 — 1981
Master’s Degree, Biochemistry
State University of New York College at Buffalo
Bachelor of Applied Science (B.A.Sc.), Chemistry
University at Buffalo
Master of Business Administration (M.B.A.)
Sandy Draper's Raymond James Experience May 2007 - January 2014
Job Managing Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey February 2014 - Present
Raymond James May 2007 - January 2014
JMP Securities 2005 - 2007
Deutsche Bank 2003 - 2004
Robinson Humphrey 1998 - 2003
Skills
Portfolio Management, Investments, Mergers & Acquisitions, Asset Management, Venture Capital, Equity Research, Investment Banking, Mergers, Chartered Financial..., Valuation, Private Equity, Alternative Investments
Education
The University of Georgia 1993 — 1995
M.A., English
University of Virginia 1984 — 1988
B.A., English
SunTrust Robinson Humphrey February 2014 - Present
Raymond James May 2007 - January 2014
JMP Securities 2005 - 2007
Deutsche Bank 2003 - 2004
Robinson Humphrey 1998 - 2003
Skills
Portfolio Management, Investments, Mergers & Acquisitions, Asset Management, Venture Capital, Equity Research, Investment Banking, Mergers, Chartered Financial..., Valuation, Private Equity, Alternative Investments
Education
The University of Georgia 1993 — 1995
M.A., English
University of Virginia 1984 — 1988
B.A., English
Philip Fogli's Raymond James Experience May 2009 - August 2010
Job Partner at FRS Capital Management & ExcelFRS
Industry Financial Services
Experience
FRS Capital Management September 2010 - Present
Raymond James May 2009 - August 2010
Principal Financial Group (Princor) March 2003 - April 2009
Nationwide Securities (Nationwide Provident) 2000 - 2002
Skills
Retirement Planning, Wealth Management, Defined Benefit, Investments, Asset Managment, 401k, Portfolio Management, Pensions, Profit Sharing, 403b, ERISA Consulting
Education
Syracuse University 1995 — 2000
BFA, Computer Graphics
The American College
CLU, ChFC, CFP, Retirement Plan Management
FRS Capital Management September 2010 - Present
Raymond James May 2009 - August 2010
Principal Financial Group (Princor) March 2003 - April 2009
Nationwide Securities (Nationwide Provident) 2000 - 2002
Skills
Retirement Planning, Wealth Management, Defined Benefit, Investments, Asset Managment, 401k, Portfolio Management, Pensions, Profit Sharing, 403b, ERISA Consulting
Education
Syracuse University 1995 — 2000
BFA, Computer Graphics
The American College
CLU, ChFC, CFP, Retirement Plan Management
Jenny Guild Davis, CFA's Raymond James Experience January 2011 - Present
Job Senior Registered Sales Assistant at Raymond James
Industry Financial Services
Experience
Raymond James January 2011 - Present
Objective Advisors August 2009 - December 2010
Oppenheimer Funds / OFI Private Investments January 2008 - January 2009
Oppenheimer Funds / OFI Private Investments April 2006 - December 2007
Oppenheimer Funds / OFI Private Investments November 2004 - April 2006
Raymond James Financial February 2004 - September 2004
Legg Mason June 2003 - February 2004
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2004
BBA, Finance, Accounting minor
Raymond James January 2011 - Present
Objective Advisors August 2009 - December 2010
Oppenheimer Funds / OFI Private Investments January 2008 - January 2009
Oppenheimer Funds / OFI Private Investments April 2006 - December 2007
Oppenheimer Funds / OFI Private Investments November 2004 - April 2006
Raymond James Financial February 2004 - September 2004
Legg Mason June 2003 - February 2004
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2004
BBA, Finance, Accounting minor
Chip Champion's Raymond James Experience 2001 - Present
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James 2001 - Present
Skills
Investments, Retirement Planning, Securities, Finance, Portfolio Management, Customer Service, Management, Series 7, Financial Advisory, Uniform Combined State..., Banking, Strategic Planning, Public Speaking, Sales, Marketing Communications, Wealth Management..., Real Estate, IRAs, Insurance, Series 63, Investment Advisory, Strategic Financial..., Marketing Strategy, Commercial Lending, Accounting, Advertising, New Business Development
Education
The University of Georgia 1988 — 1992
Raymond James 2001 - Present
Skills
Investments, Retirement Planning, Securities, Finance, Portfolio Management, Customer Service, Management, Series 7, Financial Advisory, Uniform Combined State..., Banking, Strategic Planning, Public Speaking, Sales, Marketing Communications, Wealth Management..., Real Estate, IRAs, Insurance, Series 63, Investment Advisory, Strategic Financial..., Marketing Strategy, Commercial Lending, Accounting, Advertising, New Business Development
Education
The University of Georgia 1988 — 1992
Michael Frayman's Raymond James Experience February 2006 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2006 - Present
McDonald Investments Inc. August 2000 - February 2006
Key Private Bank 1997 - 2006
Key Bank 1997 - 1998
Skills
Series 7, Wealth Management, Asset Allocation, Securities, Investments, Strategic Financial..., Series 63, Investment Advisory, Financial Modeling, Financial Analysis, Asset Managment, Alternative Investments, Equities, Bonds, Portfolio Management, Fixed Income, Retirement Planning, Estate Planning, Investment Management, Corporate Finance, Valuation
Education
Weatherhead School of Management at Case Western Reserve University 1992 — 1996
MBA, Finance and Marketing
The University of Texas at Austin 1987 — 1991
BA, Finance
Raymond James February 2006 - Present
McDonald Investments Inc. August 2000 - February 2006
Key Private Bank 1997 - 2006
Key Bank 1997 - 1998
Skills
Series 7, Wealth Management, Asset Allocation, Securities, Investments, Strategic Financial..., Series 63, Investment Advisory, Financial Modeling, Financial Analysis, Asset Managment, Alternative Investments, Equities, Bonds, Portfolio Management, Fixed Income, Retirement Planning, Estate Planning, Investment Management, Corporate Finance, Valuation
Education
Weatherhead School of Management at Case Western Reserve University 1992 — 1996
MBA, Finance and Marketing
The University of Texas at Austin 1987 — 1991
BA, Finance
Abbie Field's Raymond James Experience July 2010 - June 2011
Job Sr. Analyst I Software Test at HSN
Industry Information Technology and Services
Experience
HSN April 2012 - Present
MTS Medication Technologies June 2011 - May 2012
Raymond James July 2010 - June 2011
Shepherd Systems August 2006 - June 2010
Spheris 2005 - 2006
Manatron 2002 - 2005
Skills
Quality Center, Test Planning, Software Quality..., Testing, Business Intelligence, Agile Methodologies, Test Automation, SQL, Software Project..., Management, Quality Assurance, System Testing, Requirements Analysis, User Acceptance Testing, Manual Testing, SDLC
Education
Texas Christian University 1982 — 1987
Culver Academies 1978 — 1982
HSN April 2012 - Present
MTS Medication Technologies June 2011 - May 2012
Raymond James July 2010 - June 2011
Shepherd Systems August 2006 - June 2010
Spheris 2005 - 2006
Manatron 2002 - 2005
Skills
Quality Center, Test Planning, Software Quality..., Testing, Business Intelligence, Agile Methodologies, Test Automation, SQL, Software Project..., Management, Quality Assurance, System Testing, Requirements Analysis, User Acceptance Testing, Manual Testing, SDLC
Education
Texas Christian University 1982 — 1987
Culver Academies 1978 — 1982
David Eller's Raymond James Experience September 2009 - July 2011
Job High Yield Research
Industry Capital Markets
Experience
Wells Fargo July 2011 - Present
Raymond James September 2009 - July 2011
Raymond James October 2008 - September 2009
ProLogis August 2007 - April 2008
Wachovia Securities June 2007 - July 2007
Education
Tecnológico de Monterrey 2007 — 2008
Certificate
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
Bachelor of Science
Wells Fargo July 2011 - Present
Raymond James September 2009 - July 2011
Raymond James October 2008 - September 2009
ProLogis August 2007 - April 2008
Wachovia Securities June 2007 - July 2007
Education
Tecnológico de Monterrey 2007 — 2008
Certificate
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
Bachelor of Science
Kathy Fahey's Raymond James Experience May 2012 - Present
Job QA Manager Raymond James
Industry Financial Services
Experience
Raymond James May 2012 - Present
UBS Wealth Management June 1980 - April 2012
Skills
Test Planning, Quality Center, User Acceptance Testing, Requirements Analysis, Test Management, System Testing, SDLC, Business Analysis, Trading Systems, Software Quality..., Requirements Gathering, Program Management, Testing, Business Requirements, PMO, Quality Assurance, Agile Methodologies, Software Project..., Vendor Management, Test Automation, Visio, SQL, Software Development, Regression Testing, Analysis, Process Improvement
Education
Stevens Institute of Technology 2007 — 2010
MSIS, Information Systems
Raymond James May 2012 - Present
UBS Wealth Management June 1980 - April 2012
Skills
Test Planning, Quality Center, User Acceptance Testing, Requirements Analysis, Test Management, System Testing, SDLC, Business Analysis, Trading Systems, Software Quality..., Requirements Gathering, Program Management, Testing, Business Requirements, PMO, Quality Assurance, Agile Methodologies, Software Project..., Vendor Management, Test Automation, Visio, SQL, Software Development, Regression Testing, Analysis, Process Improvement
Education
Stevens Institute of Technology 2007 — 2010
MSIS, Information Systems
Doug Hager's Raymond James Experience April 2008 - March 2012
Job Investor
Industry Investment Management
Experience
Raymond James April 2008 - March 2012
Countrywide Securities Corporation 2003 - 2008
Deutsche Bank Securities July 1999 - June 2003
Skills
Securities, Equities, Capital Markets, Asset Management, Bonds, Hedge Funds, Alternative Investments, Fixed Income, Portfolio Management, Investments
Education
The University of Chicago - Booth School of Business 1979 — 1981
MBA, Finance
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Accounting
Raymond James April 2008 - March 2012
Countrywide Securities Corporation 2003 - 2008
Deutsche Bank Securities July 1999 - June 2003
Skills
Securities, Equities, Capital Markets, Asset Management, Bonds, Hedge Funds, Alternative Investments, Fixed Income, Portfolio Management, Investments
Education
The University of Chicago - Booth School of Business 1979 — 1981
MBA, Finance
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Accounting
Dane M. Webb's Raymond James Experience September 2007 - Present
Job Financial Advisor at Raymond James and Associates
Industry Financial Services
Experience
Lifetime Decoys LLC October 2012 - Present
Raymond James September 2007 - Present
Skills
Investments, Equity Research, 401k Rollovers, Series 7, Retirement Planning, Saving for Education, Investment Advisory, Financial Modeling, Insurance
Education
Texas A&M University 2002 — 2006
Business Economics
Lifetime Decoys LLC October 2012 - Present
Raymond James September 2007 - Present
Skills
Investments, Equity Research, 401k Rollovers, Series 7, Retirement Planning, Saving for Education, Investment Advisory, Financial Modeling, Insurance
Education
Texas A&M University 2002 — 2006
Business Economics
Denise Seibert's Raymond James Experience 2011 - Present
Job Business Technology Manager at Raymond James Financial
Industry Financial Services
Experience
Raymond James 2011 - Present
Raymond James Financial 2006 - 2011
Proggex 2004 - 2006
HSBC Card Services 2003 - 2004
Williams Communications 1999 - 2002
Education
The University of Georgia 1986 — 1990
Bachelor of Arts (B.A.), Psychology
Raymond James 2011 - Present
Raymond James Financial 2006 - 2011
Proggex 2004 - 2006
HSBC Card Services 2003 - 2004
Williams Communications 1999 - 2002
Education
The University of Georgia 1986 — 1990
Bachelor of Arts (B.A.), Psychology
Terry Regan's Raymond James Experience May 2008 - September 2013
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
Raymond James May 2008 - September 2013
Northwestern Mutual Life June 2006 - May 2008
Walsh Jesuit High School August 1995 - June 2006
Education
The University of Akron 1998 — 2002
M.Ed, Administration
Xavier University 1988 — 1992
BSBA, Economics
University of Detroit Jesuit High School and Academy 1986 — 1988
Loyola Academy 1984 — 1988
Morgan Stanley Wealth Management September 2013 - Present
Raymond James May 2008 - September 2013
Northwestern Mutual Life June 2006 - May 2008
Walsh Jesuit High School August 1995 - June 2006
Education
The University of Akron 1998 — 2002
M.Ed, Administration
Xavier University 1988 — 1992
BSBA, Economics
University of Detroit Jesuit High School and Academy 1986 — 1988
Loyola Academy 1984 — 1988
David Lilliston's Raymond James Experience January 2008 - Present
Job Vice President,investments at Raymond James
Industry Financial Services
Experience
Raymond James January 2008 - Present
A.G. Edwards October 1998 - January 2008
Education
The University of Georgia 1981 — 1985
ba, Economics
Raymond James January 2008 - Present
A.G. Edwards October 1998 - January 2008
Education
The University of Georgia 1981 — 1985
ba, Economics
Christine (Platt) Wills's Raymond James Experience December 2009 - Present
Job Administrative Assistant II at Raymond James
Industry Financial Services
Experience
Raymond James December 2009 - Present
Advanced Investment Partners October 2007 - October 2009
Enodis July 2000 - September 2007
Debis Financial Services 1998 - 2000
Chubb Insurance October 1989 - May 1998
Skills
Salesforce.com, Marketing, Sales, Administrative..., Databases, Microsoft Excel, Customer Service, Microsoft Office, Process Improvement, Data Analysis, Analysis, Budgets, Social Media, CRM, Leadership, Management, Training
Education
The College of New Rochelle 1986 — 1988
Raymond James December 2009 - Present
Advanced Investment Partners October 2007 - October 2009
Enodis July 2000 - September 2007
Debis Financial Services 1998 - 2000
Chubb Insurance October 1989 - May 1998
Skills
Salesforce.com, Marketing, Sales, Administrative..., Databases, Microsoft Excel, Customer Service, Microsoft Office, Process Improvement, Data Analysis, Analysis, Budgets, Social Media, CRM, Leadership, Management, Training
Education
The College of New Rochelle 1986 — 1988
Gene Pennell's Raymond James Experience
Job Managing Director at Raymond James
Industry Capital Markets
Experience
Raymond James
Skills
Series 63, Securities, Investment Banking, Equities, Finance, Asset Managment, Series 24, Investments, Hedge Funds, Management, Asset Allocation, Risk Management, Trading, Capital Markets, Series 7, Mutual Funds, Alternative Investments, Financial Modeling, Equity Research, Valuation, Financial Advisory, Wealth Management, Strategic Financial..., Equity Trading
Education
The University of Chicago Booth School of Business 1969 — 1971
Raymond James
Skills
Series 63, Securities, Investment Banking, Equities, Finance, Asset Managment, Series 24, Investments, Hedge Funds, Management, Asset Allocation, Risk Management, Trading, Capital Markets, Series 7, Mutual Funds, Alternative Investments, Financial Modeling, Equity Research, Valuation, Financial Advisory, Wealth Management, Strategic Financial..., Equity Trading
Education
The University of Chicago Booth School of Business 1969 — 1971
Leanne Scull's Raymond James Experience July 2011 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
RAYMOND JAMES July 2011 - Present
Wunderlich Securities November 2007 - July 2011
Young, Stovall & Co September 1997 - November 2007
Union Planters Brokerage August 1986 - August 1997
Skills
Series 7, Series 24, Investments, Portfolio Management, Series 63
Education
The University of Memphis
MBA, Finance
RAYMOND JAMES July 2011 - Present
Wunderlich Securities November 2007 - July 2011
Young, Stovall & Co September 1997 - November 2007
Union Planters Brokerage August 1986 - August 1997
Skills
Series 7, Series 24, Investments, Portfolio Management, Series 63
Education
The University of Memphis
MBA, Finance
Jesse Kao's Raymond James Experience April 2012 - June 2014
Job Analyst
Industry Oil & Energy
Experience
Point72 Asset Management, L.P. July 2014 - Present
Raymond James April 2012 - June 2014
Morgan Keegan May 2011 - April 2012
Ernst & Young October 2010 - May 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2010
Master in Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2010
Bachelor of Business Administration, Accounting
Point72 Asset Management, L.P. July 2014 - Present
Raymond James April 2012 - June 2014
Morgan Keegan May 2011 - April 2012
Ernst & Young October 2010 - May 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2010
Master in Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2010
Bachelor of Business Administration, Accounting
Stutti Smit-Johnson's Raymond James Experience August 2007 - October 2010
Job Business Application Analyst at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc October 2010 - Present
Raymond James August 2007 - October 2010
Raymond James Financial March 2005 - August 2007
Raymond James Financial September 2004 - March 2005
University of South Florida May 2003 - September 2004
College of Business September 2001 - May 2003
Evert Tennis Academy April 2000 - May 2000
Skills
Visio, SDLC, SQL, Access, Requirements Gathering, Systems Analysis, Business Analysis, Process Improvement, Databases, Requirements Analysis, Software Documentation, SSIS, Vendor Management, Data Modeling, Business Process..., MS Project, Software Development, Security, Testing, Management, Business Intelligence, Leadership, Business Process, Technical Analysis
Education
University of South Florida 2000 — 2004
Bachelors, Information Systems Management
Symbiosis International University 1996 — 1999
Bachelor of Science (BS), Commerce
Raymond James & Associates, Inc October 2010 - Present
Raymond James August 2007 - October 2010
Raymond James Financial March 2005 - August 2007
Raymond James Financial September 2004 - March 2005
University of South Florida May 2003 - September 2004
College of Business September 2001 - May 2003
Evert Tennis Academy April 2000 - May 2000
Skills
Visio, SDLC, SQL, Access, Requirements Gathering, Systems Analysis, Business Analysis, Process Improvement, Databases, Requirements Analysis, Software Documentation, SSIS, Vendor Management, Data Modeling, Business Process..., MS Project, Software Development, Security, Testing, Management, Business Intelligence, Leadership, Business Process, Technical Analysis
Education
University of South Florida 2000 — 2004
Bachelors, Information Systems Management
Symbiosis International University 1996 — 1999
Bachelor of Science (BS), Commerce
Steven Loffman's Raymond James Experience February 2006 - Present
Job Vice President at Raymond James RE Investment Banking
Industry Investment Banking
Experience
Raymond James February 2006 - Present
Education
University of Miami School of Law 2005 — 2008
JD
The George Washington University 2001 — 2005
BA
Raymond James February 2006 - Present
Education
University of Miami School of Law 2005 — 2008
JD
The George Washington University 2001 — 2005
BA
Philip Colby's Raymond James Experience June 2008 - Present
Job Financial Advisor,Associate V.P. Investments
Industry Financial Services
Experience
Raymond James June 2008 - Present
Charles Settlement House 2004 - May 2014
A.G.Edwards & Sons,Inc. September 2006 - July 2008
UBS Financial Services,Inc. April 2001 - September 2006
Education
State University of New York College at Brockport 1980 — 1986
B.S, Computer Science
Raymond James June 2008 - Present
Charles Settlement House 2004 - May 2014
A.G.Edwards & Sons,Inc. September 2006 - July 2008
UBS Financial Services,Inc. April 2001 - September 2006
Education
State University of New York College at Brockport 1980 — 1986
B.S, Computer Science
Bobby Morgan's Raymond James Experience February 2007 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2007 - Present
Amsouth Investments January 2001 - February 2007
Education
Tennessee Technological University 1996 — 1999
BS, Finance
Columbia State 1995 — 1996
Raymond James February 2007 - Present
Amsouth Investments January 2001 - February 2007
Education
Tennessee Technological University 1996 — 1999
BS, Finance
Columbia State 1995 — 1996
Katie Brawner's Raymond James Experience February 2013 - May 2013
Job Product Analyst at Talisys
Industry Financial Services
Experience
Talisys August 2014 - Present
Raymond James Financial Inc. June 2013 - August 2014
Raymond James February 2013 - May 2013
Morgan Keegan January 1999 - February 2013
Skills
Series 7, SharePoint, Troubleshooting, Financial Services, Microsoft Office, Leadership, Visio, Business Analysis, Management, Process Improvement, Project Management, Customer Service, Loans, Software Documentation, Finance, Bloomberg, Risk Management, SDLC, Vendor Management, Banking, Strategic Planning, Team Management, Investments, Retirement Planning, Technical Support
Education
Union University 2003 — 2005
MBA, Business Administration and Management, General
The University of Southern Mississippi 1995 — 1998
BSBA, Banking & Finance
Talisys August 2014 - Present
Raymond James Financial Inc. June 2013 - August 2014
Raymond James February 2013 - May 2013
Morgan Keegan January 1999 - February 2013
Skills
Series 7, SharePoint, Troubleshooting, Financial Services, Microsoft Office, Leadership, Visio, Business Analysis, Management, Process Improvement, Project Management, Customer Service, Loans, Software Documentation, Finance, Bloomberg, Risk Management, SDLC, Vendor Management, Banking, Strategic Planning, Team Management, Investments, Retirement Planning, Technical Support
Education
Union University 2003 — 2005
MBA, Business Administration and Management, General
The University of Southern Mississippi 1995 — 1998
BSBA, Banking & Finance
Julie Michael Dodd's Raymond James Experience January 2015 - Present
Job Director ECM Logistics & Marketing
Industry Financial Services
Experience
Raymond James January 2015 - Present
Raymond James Financial, Inc. June 2006 - December 2014
Wizard Connection Inc. 2005 - 2006
Deco Productions 2004 - 2005
Daytona International Speedway 2004 - 2004
Skills
Event Planning, Fundraising, Event Management, Management, Equities, Leadership, Community Outreach, Marketing, Proposal Writing, Customer Service, Business Development, Corporate Events, Time Management, Investment Banking, Social Media, Social Media Marketing, Strategic Planning, Public Relations
Education
Stetson University 2000 — 2004
Communications, with a focus on Marketing & Public Relations
Raymond James January 2015 - Present
Raymond James Financial, Inc. June 2006 - December 2014
Wizard Connection Inc. 2005 - 2006
Deco Productions 2004 - 2005
Daytona International Speedway 2004 - 2004
Skills
Event Planning, Fundraising, Event Management, Management, Equities, Leadership, Community Outreach, Marketing, Proposal Writing, Customer Service, Business Development, Corporate Events, Time Management, Investment Banking, Social Media, Social Media Marketing, Strategic Planning, Public Relations
Education
Stetson University 2000 — 2004
Communications, with a focus on Marketing & Public Relations
Greg Hadley's Raymond James Experience July 1997 - September 1998
Job Owner, Polaris Software Services, Inc.
Industry Oil & Energy
Experience
Fieldwood Energy LLC September 2013 - Present
Eni Petroleum January 1999 - Present
Polaris Software Services, Inc. October 1998 - Present
Apache Corporation October 1998 - Present
Schlumberger Information Solutions 2011 - 2011
BP 2009 - 2010
Raymond James July 1997 - September 1998
EOG Resources August 1996 - June 1997
Landmark Graphics January 1994 - August 1996
Verticomp, Inc. January 1991 - December 1993
Skills
Software Development, Custom Reporting, Petroleum, Oil, Gas, Access, Excel, PDMS, Production Systems, Microsoft Excel, Oil/Gas, TOW, Petroleum Engineering, Reservoir Management, Natural Gas, Real Estate, Energy Industry, Field Development, Upstream, Energy, Oil & Gas, Management
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA
The University of Texas at Austin 1980 — 1985
BS, Petroleum Engineering
Fieldwood Energy LLC September 2013 - Present
Eni Petroleum January 1999 - Present
Polaris Software Services, Inc. October 1998 - Present
Apache Corporation October 1998 - Present
Schlumberger Information Solutions 2011 - 2011
BP 2009 - 2010
Raymond James July 1997 - September 1998
EOG Resources August 1996 - June 1997
Landmark Graphics January 1994 - August 1996
Verticomp, Inc. January 1991 - December 1993
Skills
Software Development, Custom Reporting, Petroleum, Oil, Gas, Access, Excel, PDMS, Production Systems, Microsoft Excel, Oil/Gas, TOW, Petroleum Engineering, Reservoir Management, Natural Gas, Real Estate, Energy Industry, Field Development, Upstream, Energy, Oil & Gas, Management
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA
The University of Texas at Austin 1980 — 1985
BS, Petroleum Engineering
Arthur Yeager's Raymond James Experience 2003 - Present
Job Senior Vice President, Investments at Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James 2003 - Present
Merrill Lynch October 1993 - March 2003
Bear Stearns September 1992 - September 1993
CJ Lawerence October 1990 - September 1992
Merrill Lynch 1986 - 1990
J.P. Morgan Investment Management November 1984 - October 1986
Education
The University of Texas at Austin 1979 — 1983
BBA, Accounting
Raymond James 2003 - Present
Merrill Lynch October 1993 - March 2003
Bear Stearns September 1992 - September 1993
CJ Lawerence October 1990 - September 1992
Merrill Lynch 1986 - 1990
J.P. Morgan Investment Management November 1984 - October 1986
Education
The University of Texas at Austin 1979 — 1983
BBA, Accounting
J. Marshall Adkins's Raymond James Experience 1995 - Present
Job Director of Energy Research at Raymond James
Industry Oil & Energy
Experience
Raymond James 1995 - Present
Skills
Asset Management, Due Diligence, Securities, Contract Negotiation, Energy, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, Financial Modeling, Business Strategy, Economics, Analysis, Investments
Education
The University of Texas at Austin 1987 — 1989
Master of Business Administration (MBA)
The University of Texas at Austin 1980 — 1984
Bachelor's Degree, Petroleum Engineering
Raymond James 1995 - Present
Skills
Asset Management, Due Diligence, Securities, Contract Negotiation, Energy, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, Financial Modeling, Business Strategy, Economics, Analysis, Investments
Education
The University of Texas at Austin 1987 — 1989
Master of Business Administration (MBA)
The University of Texas at Austin 1980 — 1984
Bachelor's Degree, Petroleum Engineering
Esteban Chavarria's Raymond James Experience July 2006 - November 2007
Job Systems Consultant at TEKMARK Global Solutions
Industry Information Technology and Services
Experience
Tekmark Global Solutions March 2010 - Present
Princeton Information August 2009 - December 2009
Princeton Information February 2008 - July 2009
Raymond James July 2006 - November 2007
Sapphire Information Systems Ltd. April 2006 - July 2006
Veredus Corporation September 2005 - April 2006
Syniverse Technologies 2005 - 2006
Analysts International June 2005 - September 2005
Coulson Pace Industries, Inc January 1996 - December 2004
Equifax April 1996 - November 2002
Education
University of Houston 1975 — 1976
English
Tecnológico de Monterrey 1973 — 1975
Technical, Computer Science in Business Administration
Tekmark Global Solutions March 2010 - Present
Princeton Information August 2009 - December 2009
Princeton Information February 2008 - July 2009
Raymond James July 2006 - November 2007
Sapphire Information Systems Ltd. April 2006 - July 2006
Veredus Corporation September 2005 - April 2006
Syniverse Technologies 2005 - 2006
Analysts International June 2005 - September 2005
Coulson Pace Industries, Inc January 1996 - December 2004
Equifax April 1996 - November 2002
Education
University of Houston 1975 — 1976
English
Tecnológico de Monterrey 1973 — 1975
Technical, Computer Science in Business Administration
Adam Tindle, CFA's Raymond James Experience 2014 - Present
Job Equity Research Associate at Raymond James
Industry Investment Management
Experience
Raymond James 2014 - Present
Charles Schwab 2011 - 2014
Charles Schwab 2007 - 2011
KCM Asset Management 2006 - 2007
Roland George Investments Program 2006 - 2007
Education
Stetson University 2003 — 2007
BBA, Finance, Cum Laude
Raymond James 2014 - Present
Charles Schwab 2011 - 2014
Charles Schwab 2007 - 2011
KCM Asset Management 2006 - 2007
Roland George Investments Program 2006 - 2007
Education
Stetson University 2003 — 2007
BBA, Finance, Cum Laude
Tammi Sue Huckabee CFP®'s Raymond James Experience January 2011 - Present
Job Operations Manager at Raymond James
Industry Investment Management
Experience
Raymond James January 2011 - Present
UBS Financial Services, Inc. December 2006 - December 2010
Morgan Stanley Smith Barney May 2001 - December 2006
RBC Wealth Management September 1996 - May 2001
Education
The University of Texas at Dallas 1990 — 1993
BBA, Finance
Raymond James January 2011 - Present
UBS Financial Services, Inc. December 2006 - December 2010
Morgan Stanley Smith Barney May 2001 - December 2006
RBC Wealth Management September 1996 - May 2001
Education
The University of Texas at Dallas 1990 — 1993
BBA, Finance
Christy Cornell's Raymond James Experience January 2014 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James January 2014 - Present
Cadence Bank, N.A. March 2012 - January 2014
Synovus Securities Inc 2005 - March 2012
First Tennessee Bank 2000 - 2004
Skills
Investments, Financial Analysis, Asset Managment, Insurance, Series 7, Series 63, Wealth Management, Sales, Securities, Fixed Income, Private Client Services
Education
The University of Memphis
Executive MBA
Briarcrest
The University of Memphis
BBA, Finance
Raymond James January 2014 - Present
Cadence Bank, N.A. March 2012 - January 2014
Synovus Securities Inc 2005 - March 2012
First Tennessee Bank 2000 - 2004
Skills
Investments, Financial Analysis, Asset Managment, Insurance, Series 7, Series 63, Wealth Management, Sales, Securities, Fixed Income, Private Client Services
Education
The University of Memphis
Executive MBA
Briarcrest
The University of Memphis
BBA, Finance
Susan Hartman's Raymond James Experience January 2001 - Present
Job CERTIFIED FINANCIAL PLANNER™, CERTIFIED DIVORCE FINANCIAL ANALYST™, & CERTIFIED PRIVATE WEALTH ADVISOR™ at Raymond Ja
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC July 2013 - Present
Raymond James January 2001 - Present
Skills
Estate Planning, Retirement Planning, Investment Advisory, Retirement, Wealth, Strategic Financial..., Investments, Asset Allocation, Mutual Funds, Securities, Financial Advisory, Trusts, Series 7, Series 66, Series 9/10, Certified Financial..., Certified Private..., Certified Divorce..., Financial Planners
Education
Stetson University College of Law 1998 — 2000
JD, Law
Raymond James Financial Services, Inc. Member FINRA/SIPC July 2013 - Present
Raymond James January 2001 - Present
Skills
Estate Planning, Retirement Planning, Investment Advisory, Retirement, Wealth, Strategic Financial..., Investments, Asset Allocation, Mutual Funds, Securities, Financial Advisory, Trusts, Series 7, Series 66, Series 9/10, Certified Financial..., Certified Private..., Certified Divorce..., Financial Planners
Education
Stetson University College of Law 1998 — 2000
JD, Law
Allan D. Gottesman's Raymond James Experience 2004 - Present
Job Managing Director, Investments at Raymond James & Associates
Industry Investment Management
Experience
Raymond James 2004 - Present
J.B. Hanuer & Company 1980 - 2004
Skills
Investments, Asset Allocation, Series 65, Retirement Planning, Wealth Management, Securities, Financial Advisory, Finance, Bonds, Series 7, Alternative Investments, Series 63, Investment Advisory, Mutual Funds, Portfolio Management, Asset Management, Investment Strategies, Equities, Hedge Funds, 401k
Education
Syracuse University 1977 — 1980
BA, Economics/Business
Raymond James 2004 - Present
J.B. Hanuer & Company 1980 - 2004
Skills
Investments, Asset Allocation, Series 65, Retirement Planning, Wealth Management, Securities, Financial Advisory, Finance, Bonds, Series 7, Alternative Investments, Series 63, Investment Advisory, Mutual Funds, Portfolio Management, Asset Management, Investment Strategies, Equities, Hedge Funds, 401k
Education
Syracuse University 1977 — 1980
BA, Economics/Business
Michael Short CFP®'s Raymond James Experience September 2011 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James September 2011 - Present
Wells Fargo Advisors, LLC June 2008 - September 2011
A.G. Edwards June 1999 - June 2008
Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Estate Planning, Investment Advisory, Portfolio Management, Asset Allocation, Investment Strategies, Asset Managment, Equities, Financial Analysis, Financial Modeling, Trust Services, 401k Rollovers, Mutual Funds
Education
The University of Akron 1980 — 1983
B.S., Accounting
Raymond James September 2011 - Present
Wells Fargo Advisors, LLC June 2008 - September 2011
A.G. Edwards June 1999 - June 2008
Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Estate Planning, Investment Advisory, Portfolio Management, Asset Allocation, Investment Strategies, Asset Managment, Equities, Financial Analysis, Financial Modeling, Trust Services, 401k Rollovers, Mutual Funds
Education
The University of Akron 1980 — 1983
B.S., Accounting
David Patten's Raymond James Experience 1992 - Present
Job Senior VicePresident, Investments
Industry Financial Services
Experience
Raymond James 1992 - Present
Raymond James 1992 - 2009
Skills
Series 7, Wealth Management, Estate Planning, Retirement Planning, Asset Allocation, Series 63, Investment Strategies, Investments, Portfolio Management, Asset Managment, Financial Analysis, Insurance, Financial Advisory, Life Insurance, Financial Modeling
Education
Baylor School
The University of Georgia
Raymond James 1992 - Present
Raymond James 1992 - 2009
Skills
Series 7, Wealth Management, Estate Planning, Retirement Planning, Asset Allocation, Series 63, Investment Strategies, Investments, Portfolio Management, Asset Managment, Financial Analysis, Insurance, Financial Advisory, Life Insurance, Financial Modeling
Education
Baylor School
The University of Georgia
Diane Morgan's Raymond James Experience March 2009 - Present
Job Branch Manager, Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James March 2009 - Present
Smith Barney 1998 - 2009
Skills
Series 7, Finance, Wealth Management, Portfolio Management, Series 63, Financial Advisory, Securities, Investments, Retirement Planning, Asset Allocation, Investment Advisory, Strategic Financial..., Retirement, Mutual Funds, Investment Strategies
Education
The Ohio State University
Business/Accounting
Thomas More College
Bachelor of Science (BS), Business Administration and Management, General
Raymond James March 2009 - Present
Smith Barney 1998 - 2009
Skills
Series 7, Finance, Wealth Management, Portfolio Management, Series 63, Financial Advisory, Securities, Investments, Retirement Planning, Asset Allocation, Investment Advisory, Strategic Financial..., Retirement, Mutual Funds, Investment Strategies
Education
The Ohio State University
Business/Accounting
Thomas More College
Bachelor of Science (BS), Business Administration and Management, General
Dave Preston's Raymond James Experience 2003 - 2005
Job CLO / ABS Analyst
Industry Investment Banking
Experience
Wells Fargo 2005 - Present
Raymond James 2003 - 2005
US Army 1996 - 2001
Education
Tulane University - A.B. Freeman School of Business 2001 — 2003
MBA, Finance
The Citadel 1992 — 1996
BA, English
Wells Fargo 2005 - Present
Raymond James 2003 - 2005
US Army 1996 - 2001
Education
Tulane University - A.B. Freeman School of Business 2001 — 2003
MBA, Finance
The Citadel 1992 — 1996
BA, English
Tad Moses's Raymond James Experience September 2012 - December 2014
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC December 2014 - Present
Raymond James September 2012 - December 2014
Focus Pointe Global March 2010 - September 2012
GfK Custom Research North America June 2008 - October 2009
Professional Examination Service July 2007 - June 2008
The New School October 2006 - May 2008
Skills
Financial Advisory, Asset Allocation, Retirement Planning, Investments, Series 7, Series 66, Securities, Mutual Funds, Fixed Annuities, Estate Planning, Wealth Management, Portfolio Management, Investment Strategies, Life Insurance, Variable Annuities, Registered Investment..., Retirement Plan..., Goal Planning &..., Portfolio Performance..., Investment Advisory..., Fixed Income Analysis, Fixed Income Strategies, Financial Goals, SPSS, SAS, Research, Statistical Data...
Education
The New School 2006 — 2008
MA, Social Research, Psychology
Syracuse University 2001 — 2005
B.A, Psychology
VALIC December 2014 - Present
Raymond James September 2012 - December 2014
Focus Pointe Global March 2010 - September 2012
GfK Custom Research North America June 2008 - October 2009
Professional Examination Service July 2007 - June 2008
The New School October 2006 - May 2008
Skills
Financial Advisory, Asset Allocation, Retirement Planning, Investments, Series 7, Series 66, Securities, Mutual Funds, Fixed Annuities, Estate Planning, Wealth Management, Portfolio Management, Investment Strategies, Life Insurance, Variable Annuities, Registered Investment..., Retirement Plan..., Goal Planning &..., Portfolio Performance..., Investment Advisory..., Fixed Income Analysis, Fixed Income Strategies, Financial Goals, SPSS, SAS, Research, Statistical Data...
Education
The New School 2006 — 2008
MA, Social Research, Psychology
Syracuse University 2001 — 2005
B.A, Psychology
Jerry Rafter's Raymond James Experience September 2009 - February 2010
Job Senior Business Development Manager
Industry Financial Services
Experience
Aberdeen Asset Management June 2014 - Present
Aberdeen Asset Management June 2010 - June 2014
Raymond James September 2009 - February 2010
Lincoln Financial Distributors January 2004 - September 2009
Skills
Mutual Funds, Series 63, Series 7, Series 6, Variable Annuities, Separately Managed..., Financial Advisory, Estate Planning, Fixed Annuities, Investment Management, Asset Allocation, Investments, Strategic Financial..., Wealth, Alternative Investments, Investment Strategies, Portfolio Management, Investment Advisory, 401k, Financial Services, Securities, Retirement, Wealth Management
Education
Temple University 1999 — 2004
Business, Marketing
St. Joseph's Preparatory School for Boys 1994 — 1998
HS
Aberdeen Asset Management June 2014 - Present
Aberdeen Asset Management June 2010 - June 2014
Raymond James September 2009 - February 2010
Lincoln Financial Distributors January 2004 - September 2009
Skills
Mutual Funds, Series 63, Series 7, Series 6, Variable Annuities, Separately Managed..., Financial Advisory, Estate Planning, Fixed Annuities, Investment Management, Asset Allocation, Investments, Strategic Financial..., Wealth, Alternative Investments, Investment Strategies, Portfolio Management, Investment Advisory, 401k, Financial Services, Securities, Retirement, Wealth Management
Education
Temple University 1999 — 2004
Business, Marketing
St. Joseph's Preparatory School for Boys 1994 — 1998
HS
Fraser Hudgin's Raymond James Experience September 2008 - May 2009
Job Inside Sales Representative at Security Compass
Industry Computer Software
Experience
Security Compass March 2015 - Present
ComplyTec Inc. October 2014 - March 2015
ComplyTec Inc. July 2013 - October 2014
Sea to Sky Management Inc. 2011 - 2013
Raymond James September 2008 - May 2009
Skills
Financial Analysis, Marketing Strategy, Marketing Communications, New Business Development, Market Research, Business Development, Sales, Marketing, Event Management, Business Strategy, Data Analysis, Time Management, Research, Strategy, Teamwork, Customer Service, Microsoft Office, Social Media, Investments, CRM, CRM databases, RADIUS, Information Security..., Remote Infrastructure..., Migration Projects, Lead Generation, Leadership, Social Networking, Account Management
Education
The University of British Columbia 2008 — 2012
BA, Economics Major, Political Science Minor
Security Compass March 2015 - Present
ComplyTec Inc. October 2014 - March 2015
ComplyTec Inc. July 2013 - October 2014
Sea to Sky Management Inc. 2011 - 2013
Raymond James September 2008 - May 2009
Skills
Financial Analysis, Marketing Strategy, Marketing Communications, New Business Development, Market Research, Business Development, Sales, Marketing, Event Management, Business Strategy, Data Analysis, Time Management, Research, Strategy, Teamwork, Customer Service, Microsoft Office, Social Media, Investments, CRM, CRM databases, RADIUS, Information Security..., Remote Infrastructure..., Migration Projects, Lead Generation, Leadership, Social Networking, Account Management
Education
The University of British Columbia 2008 — 2012
BA, Economics Major, Political Science Minor
Bennett Vann's Raymond James Experience June 2012 - Present
Job Registered Client Service Associate
Industry Investment Management
Experience
Raymond James June 2012 - Present
Ray Tax Group, LLC May 2011 - August 2011
Pipeline Supply & Service, LLC May 2009 - August 2009
Cummings & Houston, LLC September 2007 - July 2008
Morgan Keegan May 2007 - August 2007
Skills
Financial Modeling, Investments, Financial Analysis, Portfolio Management, Series 7, Equities, Forecasting, Microsoft Excel, Finance, Economics, Real Estate Financing, Sales, Forklift Operator, PowerPoint, Marketing, Accounting, Management, Microsoft Office, Microsoft Word, Investment Strategies, Teamwork, Equity Research, Equity Valuation, DCF, DCF Valuation, Capital Budgeting, Customer Service, Music Production, Microsoft CRM, Google Analytics, Musicians, CAPM, Propellerheads Reason
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance/Real Estate
Memorial High School 2004 — 2008
Raymond James June 2012 - Present
Ray Tax Group, LLC May 2011 - August 2011
Pipeline Supply & Service, LLC May 2009 - August 2009
Cummings & Houston, LLC September 2007 - July 2008
Morgan Keegan May 2007 - August 2007
Skills
Financial Modeling, Investments, Financial Analysis, Portfolio Management, Series 7, Equities, Forecasting, Microsoft Excel, Finance, Economics, Real Estate Financing, Sales, Forklift Operator, PowerPoint, Marketing, Accounting, Management, Microsoft Office, Microsoft Word, Investment Strategies, Teamwork, Equity Research, Equity Valuation, DCF, DCF Valuation, Capital Budgeting, Customer Service, Music Production, Microsoft CRM, Google Analytics, Musicians, CAPM, Propellerheads Reason
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance/Real Estate
Memorial High School 2004 — 2008
Monnica Groene's Raymond James Experience November 2005 - January 2008
Job Sr. Client Service Officer at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase January 2008 - Present
Raymond James November 2005 - January 2008
Education
The Ohio State University
JPMorgan Chase January 2008 - Present
Raymond James November 2005 - January 2008
Education
The Ohio State University
Robert F. Pierson, CFP®'s Raymond James Experience January 2009 - Present
Job Managing Director | Financial Advisor | Senior Portfolio Manager at Raymond James
Industry Investment Management
Experience
Raymond James January 2009 - Present
Skills
Estate Planning, Risk Management, Retirement Planning, Investment Management, Business Succession..., Education Planning
Education
The University of Georgia 1980 — 1983
Bachelor's degree, Economics
Raymond James January 2009 - Present
Skills
Estate Planning, Risk Management, Retirement Planning, Investment Management, Business Succession..., Education Planning
Education
The University of Georgia 1980 — 1983
Bachelor's degree, Economics
Derrick Emmendorfer's Raymond James Experience 2009 - 2009
Job Vice President at Bank of America
Industry Investment Management
Experience
Bank of America 2014 - Present
Rovi 2014 - 2014
Ernst & Young 2013 - 2014
Houlihan Lokey 2011 - 2012
Deloitte & Touche 2010 - 2010
Raymond James 2009 - 2009
Skills
Financial Modeling, Investment Banking, Valuation, Business Valuation, Capital IQ, Financial Analysis, Corporate Finance, Investments, Auditing, Analysis, Management
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2011
Master of Accounting, Finance & Accounting
The Ohio State University - The Max M. Fisher College of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Accounting Minor: Economics
Bank of America 2014 - Present
Rovi 2014 - 2014
Ernst & Young 2013 - 2014
Houlihan Lokey 2011 - 2012
Deloitte & Touche 2010 - 2010
Raymond James 2009 - 2009
Skills
Financial Modeling, Investment Banking, Valuation, Business Valuation, Capital IQ, Financial Analysis, Corporate Finance, Investments, Auditing, Analysis, Management
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2011
Master of Accounting, Finance & Accounting
The Ohio State University - The Max M. Fisher College of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Accounting Minor: Economics
Glenn Mihich's Raymond James Experience October 2009 - September 2010
Job Renewal Service Professional at Arrow Exterminators
Industry Insurance
Experience
Arrow Exterminators May 2014 - Present
UPS Capital May 2012 - March 2014
Grubb & Ellis September 2010 - September 2011
Raymond James October 2009 - September 2010
Giant Enterprises May 2007 - September 2009
Lake Country Landscape Group January 2008 - April 2008
Skills
Real Estate, Marketing, Social Media, Research, Microsoft Office, Insurance, Finance, Sales, Account Management, Financial Analysis, Customer Service, Property & Casualty...
Education
Strayer University 2009 — 2010
Bachelors, Marketing
Gainesville College
Associate, General Studies
Arrow Exterminators May 2014 - Present
UPS Capital May 2012 - March 2014
Grubb & Ellis September 2010 - September 2011
Raymond James October 2009 - September 2010
Giant Enterprises May 2007 - September 2009
Lake Country Landscape Group January 2008 - April 2008
Skills
Real Estate, Marketing, Social Media, Research, Microsoft Office, Insurance, Finance, Sales, Account Management, Financial Analysis, Customer Service, Property & Casualty...
Education
Strayer University 2009 — 2010
Bachelors, Marketing
Gainesville College
Associate, General Studies
Rhiannon Funke's Raymond James Experience August 2009 - July 2010
Job Litigation Associate at Robertson, Anschutz & Schneid, P.L.
Industry Law Practice
Experience
Robertson, Anschutz & Schneid, P.L. June 2014 - Present
Morris Hardwick Schneider July 2013 - May 2014
Albertelli Law June 2012 - July 2013
Perenich, Caulfield, Avril, Noyes, & Perenich, PA February 2012 - June 2012
Law Offices of Daniel C. Consuegra July 2011 - February 2012
Second District Court of Appeal November 2010 - July 2011
Raymond James August 2009 - July 2010
Association for Practical and Professional Ethics 2004 - 2010
Rahdert, Steele & Reynolds, PA 2008 - 2009
Skills
Securities, Litigation, Securities Law, Legal Research, Personal Injury..., Corporate Law, Medical Malpractice, Automobile Accidents, Courts, Legal Writing, Personal Injury, Securities Regulation, Trials, Westlaw
Education
Stetson University College of Law 2006 — 2010
Juris Doctorate, Law
Robertson, Anschutz & Schneid, P.L. June 2014 - Present
Morris Hardwick Schneider July 2013 - May 2014
Albertelli Law June 2012 - July 2013
Perenich, Caulfield, Avril, Noyes, & Perenich, PA February 2012 - June 2012
Law Offices of Daniel C. Consuegra July 2011 - February 2012
Second District Court of Appeal November 2010 - July 2011
Raymond James August 2009 - July 2010
Association for Practical and Professional Ethics 2004 - 2010
Rahdert, Steele & Reynolds, PA 2008 - 2009
Skills
Securities, Litigation, Securities Law, Legal Research, Personal Injury..., Corporate Law, Medical Malpractice, Automobile Accidents, Courts, Legal Writing, Personal Injury, Securities Regulation, Trials, Westlaw
Education
Stetson University College of Law 2006 — 2010
Juris Doctorate, Law
Emily Hsieh's Raymond James Experience July 2007 - September 2010
Job Director at Alerian
Industry Financial Services
Experience
Alerian September 2010 - Present
Raymond James July 2007 - September 2010
Skills
Analysis, Energy, Valuation, Financial Modeling, Equities, Due Diligence, Financial Analysis, Bloomberg, Capital Markets, Investments, Finance, Equity Research, Business Strategy, Portfolio Management, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2007
MPA, Masters of Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2007
BBA, Business Honors
Alerian September 2010 - Present
Raymond James July 2007 - September 2010
Skills
Analysis, Energy, Valuation, Financial Modeling, Equities, Due Diligence, Financial Analysis, Bloomberg, Capital Markets, Investments, Finance, Equity Research, Business Strategy, Portfolio Management, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2007
MPA, Masters of Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2007
BBA, Business Honors
Scott Hensley's Raymond James Experience April 2006 - March 2011
Job Senior Strategy Consultant @ IBM
Industry Management Consulting
Experience
IBM October 2014 - Present
Environmental Defense Fund May 2013 - August 2013
Seslia & Co. March 2011 - August 2012
Raymond James April 2006 - March 2011
Welch Financial, Inc. December 2005 - February 2006
Valance Corp. June 2004 - August 2004
Skills
FINRA Series 7, FINRA Series 3, FINRA Series 4, FINRA Series 55, Solid Waste, Public Sector, Strategic Financial..., Financial Advisory, Financial Markets, Waste Management, Recycling, Options Strategies, Sustainability..., Operating Budgets, Public Sector Budgeting, Analytics, Series 7, Derivatives, Series 63, Hedging, Financial Services, Investment Strategies, Investment Banking, Trading, Wealth Management, Mutual Funds, Strategy, Capital Markets, Investments, Bloomberg, Valuation, Equity Trading, Uniform Combined State..., Fixed Income, Series 65, Bloomberg Terminal, Investment Management, Asset Managment, Alternative Investments, Financial Modeling, Investment Advisory, Trading Systems, ETFs, Structured Products, Options, Electronic Trading, Hedge Funds, Equity Research, Securities, Project Finance
Education
The George Washington University - School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Tampa - John H. Sykes College of Business 2001 — 2005
Bachelor of Science, Economics
The Good Hope School 1997 — 2001
High School Diploma
IBM October 2014 - Present
Environmental Defense Fund May 2013 - August 2013
Seslia & Co. March 2011 - August 2012
Raymond James April 2006 - March 2011
Welch Financial, Inc. December 2005 - February 2006
Valance Corp. June 2004 - August 2004
Skills
FINRA Series 7, FINRA Series 3, FINRA Series 4, FINRA Series 55, Solid Waste, Public Sector, Strategic Financial..., Financial Advisory, Financial Markets, Waste Management, Recycling, Options Strategies, Sustainability..., Operating Budgets, Public Sector Budgeting, Analytics, Series 7, Derivatives, Series 63, Hedging, Financial Services, Investment Strategies, Investment Banking, Trading, Wealth Management, Mutual Funds, Strategy, Capital Markets, Investments, Bloomberg, Valuation, Equity Trading, Uniform Combined State..., Fixed Income, Series 65, Bloomberg Terminal, Investment Management, Asset Managment, Alternative Investments, Financial Modeling, Investment Advisory, Trading Systems, ETFs, Structured Products, Options, Electronic Trading, Hedge Funds, Equity Research, Securities, Project Finance
Education
The George Washington University - School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Tampa - John H. Sykes College of Business 2001 — 2005
Bachelor of Science, Economics
The Good Hope School 1997 — 2001
High School Diploma
Scott Stauffer's Raymond James Experience April 2010 - Present
Job Northwest Illinois Complex Manager
Industry Financial Services
Experience
Raymond James April 2010 - Present
UBS March 1998 - April 2010
Skills
Financial Advisory, Securities, Wealth Management, Mutual Funds, Series 7, Investments, Retirement Planning, Business Analysis, Banking, Asset Allocation, Team Leadership, Series 63, Microsoft Excel, Finance, FINRA, Bloomberg, Project Management, Portfolio Management, Fixed Income, Sales Management, Investment Advisory, Alternative Investments, Equities, Series 24, Asset Management, Financial Services, Series 65, ETFs, Investment Strategies, Hedge Funds, Bonds, Trading, Risk Management, Uniform Combined State..., Relationship Management
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS), TDM/Marketing
Raymond James April 2010 - Present
UBS March 1998 - April 2010
Skills
Financial Advisory, Securities, Wealth Management, Mutual Funds, Series 7, Investments, Retirement Planning, Business Analysis, Banking, Asset Allocation, Team Leadership, Series 63, Microsoft Excel, Finance, FINRA, Bloomberg, Project Management, Portfolio Management, Fixed Income, Sales Management, Investment Advisory, Alternative Investments, Equities, Series 24, Asset Management, Financial Services, Series 65, ETFs, Investment Strategies, Hedge Funds, Bonds, Trading, Risk Management, Uniform Combined State..., Relationship Management
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS), TDM/Marketing
Karen Saron's Raymond James Experience 2001 - Present
Job
Industry
Experience
Raymond James 2001 - Present
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
Raymond James 2001 - Present
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
Joseph Amalfitano's Raymond James Experience February 2008 - Present
Job Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James February 2008 - Present
Morgan Stanley Smith Barney November 1998 - March 2008
Merrill Lynch May 1991 - March 2008
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Asset Allocation, Financial Analysis, Asset Management, Uniform Combined State..., Accounting, Budgets, Investment Advisory, Alternative Investments, Portfolio Management, Mutual Funds, Equities, 401k, Estate Planning, Retirement, Hedge Funds
Education
Temple University 1984 — 1987
BA, Accounting / Finance
Saint James Catholic High School
Raymond James February 2008 - Present
Morgan Stanley Smith Barney November 1998 - March 2008
Merrill Lynch May 1991 - March 2008
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Asset Allocation, Financial Analysis, Asset Management, Uniform Combined State..., Accounting, Budgets, Investment Advisory, Alternative Investments, Portfolio Management, Mutual Funds, Equities, 401k, Estate Planning, Retirement, Hedge Funds
Education
Temple University 1984 — 1987
BA, Accounting / Finance
Saint James Catholic High School
Phil Gauntlett's Raymond James Experience July 2011 - July 2014
Job Financial Consultant at Regions Investment Solutions
Industry Financial Services
Experience
Financial Consultant at Regions Investment Solutions August 2014 - Present
Raymond James July 2011 - July 2014
Skills
Investments, Finance, Securities, Retirement Planning, Financial Analysis, Financial Advisory, Insurance, Due Diligence, Asset Allocation, Financial Reporting, Microsoft Office, Series 7, Portfolio Management, Mutual Funds
Education
Stetson University 1978 — 1982
bachelors, Finance
Financial Consultant at Regions Investment Solutions August 2014 - Present
Raymond James July 2011 - July 2014
Skills
Investments, Finance, Securities, Retirement Planning, Financial Analysis, Financial Advisory, Insurance, Due Diligence, Asset Allocation, Financial Reporting, Microsoft Office, Series 7, Portfolio Management, Mutual Funds
Education
Stetson University 1978 — 1982
bachelors, Finance
Jenna Dallas's Raymond James Experience July 2011 - March 2012
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2013 - Present
National Financial Partners June 2012 - August 2012
Raymond James July 2011 - March 2012
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Goldman Sachs June 2013 - Present
National Financial Partners June 2012 - August 2012
Raymond James July 2011 - March 2012
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Robert Hahne's Raymond James Experience July 2006 - Present
Job Managing Director at Raymond James
Industry Financial Services
Experience
Raymond James July 2006 - Present
Deutsche Bank November 1999 - June 2006
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Treasury Management, Risk Management
Education
University of Chicago Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), Finance and International Business
London School of Economics and Political Science 1989 — 1990
Master of Science (MSc), Economics
Raymond James July 2006 - Present
Deutsche Bank November 1999 - June 2006
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Treasury Management, Risk Management
Education
University of Chicago Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), Finance and International Business
London School of Economics and Political Science 1989 — 1990
Master of Science (MSc), Economics
Grant Futterman's Raymond James Experience 2005 - 2007
Job Sr. Systems Support Analyst
Industry Higher Education
Experience
Complete Care/Healthmakers 2010 - Present
Weill Cornell Medical College 2010 - 2010
Man Investments 2007 - 2009
Raymond James 2005 - 2007
Credit Suisse 2003 - 2005
Cablevision 2003 - 2003
Skills
Active Directory, Windows Server, HP Proliant, Blackberry Enterprise..., XP, SCCM, Citrix, Windows Server 2003, Servers, Computer Hardware, System Administration, Disaster Recovery, Windows, Troubleshooting, DNS, Operating Systems, Netbackup, TCP/IP, Mac OS X, Microsoft Office, SharePoint, Testing, Administration
Education
The Chubb Institute 1998 — 1999
Diploma in, Network Engineering and Data Communications
SUNY Stony Brook 1990 — 1994
Bachelor of Arts (B.A.), Political Sience
Complete Care/Healthmakers 2010 - Present
Weill Cornell Medical College 2010 - 2010
Man Investments 2007 - 2009
Raymond James 2005 - 2007
Credit Suisse 2003 - 2005
Cablevision 2003 - 2003
Skills
Active Directory, Windows Server, HP Proliant, Blackberry Enterprise..., XP, SCCM, Citrix, Windows Server 2003, Servers, Computer Hardware, System Administration, Disaster Recovery, Windows, Troubleshooting, DNS, Operating Systems, Netbackup, TCP/IP, Mac OS X, Microsoft Office, SharePoint, Testing, Administration
Education
The Chubb Institute 1998 — 1999
Diploma in, Network Engineering and Data Communications
SUNY Stony Brook 1990 — 1994
Bachelor of Arts (B.A.), Political Sience
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS