Raymond James
Industry: Investment banking company
DescriptionRaymond James Financial is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations and municipalities through its ... Headquarters: St. Petersburg, Florida, United States Number of employees: 12,700 (2017) Subsidiaries: RAYMOND JAMES & ASSOCIATES, INC., Executives: Paul Reilly (Chairman and Chief Executive Officer),
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Raymond James Employees
Employee
Years
Job
Industry
Todd Gartrell Todd Gartrell's Raymond James Experience May 2009 - November 2012
Job Assistant Regional Director at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services November 2012 - Present
Raymond James May 2009 - November 2012
Raymond James October 2007 - May 2009
Raymond James February 2005 - May 2009
Education
University of Alabama 1986 — 1990
Bachelor of Science, Business Administration
Raymond James Financial Services November 2012 - Present
Raymond James May 2009 - November 2012
Raymond James October 2007 - May 2009
Raymond James February 2005 - May 2009
Education
University of Alabama 1986 — 1990
Bachelor of Science, Business Administration
Alphonso Roundtree Alphonso Roundtree's Raymond James Experience July 2006 - August 2007
Job Exec. Dir & Territory Sales Representative at Grainger
Industry Marketing and Advertising
Experience
Grainger October 2014 - Present
Gridiron Foundation of Triumph March 2010 - Present
Treetop Enterprises 2008 - Present
i-Marketing April 2009 - January 2014
Tech Data Corporation March 2008 - February 2009
Tech Data April 2007 - 2009
ThatsWzup.com, Inc. January 2007 - 2009
Raymond James July 2006 - August 2007
Miami Dolphins, National Football League January 2003 - August 2005
Montreal Alouettes 2000 - 2001
Skills
Project Management, Business Development, Strategic Planning, Marketing Strategy, Email Marketing, Direct Marketing, Online Marketing, Social Media Marketing, Lead Generation, Online Advertising, Product Marketing, CRM, Leadership, Marketing, Public Speaking, Training, Public Relations, Entrepreneurship, Sponsorship, Sales, Event Planning, Management, Market Planning, Budgets, Brand Management
Education
Tulane University 1995 — 1999
Bachelors, Marketing
Tulane University 1995 — 1999
A.B. Freeman School of BusinessBachelor of Science, Management, Marketing
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelors Degree, Marketing
Grainger October 2014 - Present
Gridiron Foundation of Triumph March 2010 - Present
Treetop Enterprises 2008 - Present
i-Marketing April 2009 - January 2014
Tech Data Corporation March 2008 - February 2009
Tech Data April 2007 - 2009
ThatsWzup.com, Inc. January 2007 - 2009
Raymond James July 2006 - August 2007
Miami Dolphins, National Football League January 2003 - August 2005
Montreal Alouettes 2000 - 2001
Skills
Project Management, Business Development, Strategic Planning, Marketing Strategy, Email Marketing, Direct Marketing, Online Marketing, Social Media Marketing, Lead Generation, Online Advertising, Product Marketing, CRM, Leadership, Marketing, Public Speaking, Training, Public Relations, Entrepreneurship, Sponsorship, Sales, Event Planning, Management, Market Planning, Budgets, Brand Management
Education
Tulane University 1995 — 1999
Bachelors, Marketing
Tulane University 1995 — 1999
A.B. Freeman School of BusinessBachelor of Science, Management, Marketing
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelors Degree, Marketing
Gary Weiss Gary Weiss's Raymond James Experience January 2009 - Present
Job Financial Advisor, Senior Vice PresidentInvestments & Managing Director at Weiss Wealth Strategies of Raymond James
Industry Financial Services
Experience
Raymond James January 2009 - Present
Smith Barney September 1992 - January 2009
Skills
Investments, Securities, Finance, Financial Advisory, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Strategic Financial..., Asset Management, Asset Allocation, Equities, Series 63, Investment Strategies, Estate Planning, Alternative Investments, Fixed Income, Capital Markets, Mergers & Acquisitions, Financial Analysis
Education
University of Arizona 1986 — 1990
Finance, Business
Raymond James January 2009 - Present
Smith Barney September 1992 - January 2009
Skills
Investments, Securities, Finance, Financial Advisory, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Strategic Financial..., Asset Management, Asset Allocation, Equities, Series 63, Investment Strategies, Estate Planning, Alternative Investments, Fixed Income, Capital Markets, Mergers & Acquisitions, Financial Analysis
Education
University of Arizona 1986 — 1990
Finance, Business
Jason T Latham Jason T Latham's Raymond James Experience February 2013 - Present
Job Operations Manager at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Raymond James / Morgan Keegan July 2010 - February 2013
First Legacy May 2002 - January 2010
Skills
Security Operations, Compliance, Trade Review, Branch Management, Supervision, Security Audits, Project Oversight, Records Retention..., Facilities Management, Options Strategies, Equities, Mutual Funds, Unit Investment Trusts, ETFs, Fixed Income, Annuites, Life Insurance
Education
University of Alabama at Birmingham 1997 — 1999
Bachelor of Science (B.S.)
University of Montevallo 1988 — 1991
Accounting/Economics
Raymond James February 2013 - Present
Raymond James / Morgan Keegan July 2010 - February 2013
First Legacy May 2002 - January 2010
Skills
Security Operations, Compliance, Trade Review, Branch Management, Supervision, Security Audits, Project Oversight, Records Retention..., Facilities Management, Options Strategies, Equities, Mutual Funds, Unit Investment Trusts, ETFs, Fixed Income, Annuites, Life Insurance
Education
University of Alabama at Birmingham 1997 — 1999
Bachelor of Science (B.S.)
University of Montevallo 1988 — 1991
Accounting/Economics
Ruth Johnston Ruth Johnston's Raymond James Experience August 2009 - September 2012
Job Coordinator at Texas Tech University Health Sciences Center
Industry Higher Education
Experience
Texas Tech University Health Sciences Center October 2013 - Present
Raymond James August 2009 - September 2012
Wells Fargo Advisors February 2008 - August 2009
A.G. Edwards & Sons Inc. & Wachovia Securities February 2007 - February 2008
Skills
Administration, Finance, Microsoft Office, Microsoft Word, Accounting, Event Planning, Data Entry, Invoicing, Nonprofits, Outlook, Research
Education
University of Phoenix 2008 — 2010
Bachelor's degree, Criminal Justice/Law Enforcement Administration
The University of Texas at El Paso
Texas Tech University Health Sciences Center October 2013 - Present
Raymond James August 2009 - September 2012
Wells Fargo Advisors February 2008 - August 2009
A.G. Edwards & Sons Inc. & Wachovia Securities February 2007 - February 2008
Skills
Administration, Finance, Microsoft Office, Microsoft Word, Accounting, Event Planning, Data Entry, Invoicing, Nonprofits, Outlook, Research
Education
University of Phoenix 2008 — 2010
Bachelor's degree, Criminal Justice/Law Enforcement Administration
The University of Texas at El Paso
Nik Petrovic's Raymond James Experience 2007 - 2007
Job Financial Planner and Analyst at Audigy Group
Industry Management Consulting
Experience
Audigy Group 2014 - Present
Rabo AgriFinance 2012 - 2014
Allianz Asset Management 2008 - 2012
Raymond James 2007 - 2007
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Finance
Western Michigan University - Haworth College of Business 2004 — 2007
BBA, Finance & Commercial Law
Audigy Group 2014 - Present
Rabo AgriFinance 2012 - 2014
Allianz Asset Management 2008 - 2012
Raymond James 2007 - 2007
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Finance
Western Michigan University - Haworth College of Business 2004 — 2007
BBA, Finance & Commercial Law
Tyler Markowitz's Raymond James Experience August 2010 - September 2010
Job Digital Media Manager at DoubleClick
Industry Internet
Experience
DoubleClick (Google) October 2013 - Present
Google August 2011 - September 2013
University of California at Santa Barbara June 2007 - June 2011
Tyler Markowitz Music 2010 - 2011
Raymond James August 2010 - September 2010
Travers Realty June 2010 - September 2010
Twiin Productions, Inc. January 2010 - June 2010
Skills
Google Adwords..., Google Analytics, Google Merchant Center, Google TV Ads, YouTube, Google Maps, Google Docs, Google Apps, Google Search, Microsoft Word, Microsoft Excel, Sales, PPC, Event Management, Live Events, Online Advertising, Digital Media
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts, Business Economics, Environmental Studies
DoubleClick (Google) October 2013 - Present
Google August 2011 - September 2013
University of California at Santa Barbara June 2007 - June 2011
Tyler Markowitz Music 2010 - 2011
Raymond James August 2010 - September 2010
Travers Realty June 2010 - September 2010
Twiin Productions, Inc. January 2010 - June 2010
Skills
Google Adwords..., Google Analytics, Google Merchant Center, Google TV Ads, YouTube, Google Maps, Google Docs, Google Apps, Google Search, Microsoft Word, Microsoft Excel, Sales, PPC, Event Management, Live Events, Online Advertising, Digital Media
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts, Business Economics, Environmental Studies
Jon S. Ladd Jon S. Ladd's Raymond James Experience November 2006 - Present
Job Investment Management Consultant/Vice President,Client Investments
Industry Financial Services
Experience
Raymond James November 2006 - Present
Boy Scouts of America Middle Tenn Coun September 2010 - 2012
United States Army Reserve June 1978 - July 2006
Flagship Airlines subsidiary of American Airlines July 1989 - April 1995
Skills
Marketing Strategy, Real Estate, Government, Product Management, Organizational..., Tactics, Virtualization, Risk Management, Operational Planning, SaaS, Public Relations, Intelligence Analysis, Intelligence, Physical Security, Military Operations, Leadership, Risk Assessment, Counterterrorism, Program Management, Series 7, Direct Marketing, Aircraft, Aviation, Military, Team Building, Management
Education
University of Arkansas at Fayetteville 1976 — 1978
B.S., Zoology/ Chemistry
Raymond James November 2006 - Present
Boy Scouts of America Middle Tenn Coun September 2010 - 2012
United States Army Reserve June 1978 - July 2006
Flagship Airlines subsidiary of American Airlines July 1989 - April 1995
Skills
Marketing Strategy, Real Estate, Government, Product Management, Organizational..., Tactics, Virtualization, Risk Management, Operational Planning, SaaS, Public Relations, Intelligence Analysis, Intelligence, Physical Security, Military Operations, Leadership, Risk Assessment, Counterterrorism, Program Management, Series 7, Direct Marketing, Aircraft, Aviation, Military, Team Building, Management
Education
University of Arkansas at Fayetteville 1976 — 1978
B.S., Zoology/ Chemistry
Frank Maurno, CFP® Frank Maurno, CFP®'s Raymond James Experience 2007 - Present
Job CERTIFIED FINANCIAL PLANNER™ , Senior Vice President, Investmests
Industry Financial Services
Experience
Raymond James 2007 - Present
Legg Mason January 1998 - February 2006
SunTrust Bank 1987 - 1996
Skills
Strategic Financial..., Investments, Finance, Asset Allocation, Securities, Financial Advisory, Portfolio Management, Wealth Management, Financial Analysis, Series 7, Mutual Funds, Banking
Education
Thunderbird School of Global Management 1985 — 1987
MBA, International Finance
University of Miami 1981 — 1985
BA, Finance
Raymond James 2007 - Present
Legg Mason January 1998 - February 2006
SunTrust Bank 1987 - 1996
Skills
Strategic Financial..., Investments, Finance, Asset Allocation, Securities, Financial Advisory, Portfolio Management, Wealth Management, Financial Analysis, Series 7, Mutual Funds, Banking
Education
Thunderbird School of Global Management 1985 — 1987
MBA, International Finance
University of Miami 1981 — 1985
BA, Finance
Steven Sypult's Raymond James Experience May 2012 - August 2012
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Darwin Fenner Student Managed Fund - Tulane University January 2014 - May 2014
J.P. Morgan May 2013 - August 2013
Burkenroad Reports - Tulane University August 2012 - December 2012
Raymond James May 2012 - August 2012
Tulane University August 2011 - May 2012
Memphis Pool Co. May 2011 - August 2011
Skills
Microsoft Access and..., Outstanding Customer..., Strong Presentation..., Proficient Writer, Communication Strategy, Some Conversational..., Business Modeling, Financial Accounting, Finance
Education
Tulane University 2010 — 2014
Bachelor of Science in Management, Finance with Energy Specialization, 3.6
Christian Brothers High School 2006 — 2010
High School, General, 4.5 − 4 point scale
J.P. Morgan May 2014 - Present
Darwin Fenner Student Managed Fund - Tulane University January 2014 - May 2014
J.P. Morgan May 2013 - August 2013
Burkenroad Reports - Tulane University August 2012 - December 2012
Raymond James May 2012 - August 2012
Tulane University August 2011 - May 2012
Memphis Pool Co. May 2011 - August 2011
Skills
Microsoft Access and..., Outstanding Customer..., Strong Presentation..., Proficient Writer, Communication Strategy, Some Conversational..., Business Modeling, Financial Accounting, Finance
Education
Tulane University 2010 — 2014
Bachelor of Science in Management, Finance with Energy Specialization, 3.6
Christian Brothers High School 2006 — 2010
High School, General, 4.5 − 4 point scale
John M Paul, AIF® John M Paul, AIF®'s Raymond James Experience June 2010 - January 2015
Job Chief Compliance Officer at sphereinteractive.co
Industry Financial Services
Experience
sphereinteractive.co July 2015 - Present
IntegralCIO January 2015 - Present
Raymond James June 2010 - January 2015
John Hancock January 2010 - June 2010
John Hancock August 2008 - January 2010
Skills
Retirement Planning, Investments, Finance, Securities, Financial Advisory, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Asset Allocation, Estate Planning, IRAs, 401k, Financial Planning
Education
University of Arkansas 2005 — 2008
BSBA, Finance
sphereinteractive.co July 2015 - Present
IntegralCIO January 2015 - Present
Raymond James June 2010 - January 2015
John Hancock January 2010 - June 2010
John Hancock August 2008 - January 2010
Skills
Retirement Planning, Investments, Finance, Securities, Financial Advisory, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Asset Allocation, Estate Planning, IRAs, 401k, Financial Planning
Education
University of Arkansas 2005 — 2008
BSBA, Finance
Jonathan Childress, MBA Jonathan Childress, MBA's Raymond James Experience June 2009 - June 2013
Job Managing Director Proper Printshop
Industry Design
Experience
Proper Printshop Productions May 2008 - Present
Per Stirling August 2014 - June 2015
Raymond James June 2009 - June 2013
Skills
Retirement Planning, Series 7, Investment Advisory, Wealth Management, Strategic Financial..., Uniform Combined State..., 401k Rollovers, Mutual Funds, Asset Allocation, Retirement, Financial Advisory, Investment Strategies, Investments, Series 63, Securities, Wealth Accumulation, Financial Planners, Estate Planning, IRAs, Series 65, Alternative Investments, College Savings Plans, 529 Plans, Portfolio Management, 401k, Wealth Management..., Bonds, Financial Planning
Education
The University of Texas at El Paso 2011 — 2012
Master of Business Administration (MBA)
The University of Texas at El Paso 2007 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Proper Printshop Productions May 2008 - Present
Per Stirling August 2014 - June 2015
Raymond James June 2009 - June 2013
Skills
Retirement Planning, Series 7, Investment Advisory, Wealth Management, Strategic Financial..., Uniform Combined State..., 401k Rollovers, Mutual Funds, Asset Allocation, Retirement, Financial Advisory, Investment Strategies, Investments, Series 63, Securities, Wealth Accumulation, Financial Planners, Estate Planning, IRAs, Series 65, Alternative Investments, College Savings Plans, 529 Plans, Portfolio Management, 401k, Wealth Management..., Bonds, Financial Planning
Education
The University of Texas at El Paso 2011 — 2012
Master of Business Administration (MBA)
The University of Texas at El Paso 2007 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Eileen Lamchick, WMS Eileen Lamchick, WMS's Raymond James Experience July 2010 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James July 2010 - Present
Young Stovall & Company July 1995 - July 2010
Skills
Financial Advisory, Retirement, Wealth Management, Insurance, Fixed Annuities, Finance, Securities, Long-term Care, Retirement Planning, Series 7, Mutual Funds, Investment Advisory
Education
University of Miami 1971 — 1973
Bachelor of Education (BEd)
University of Florida 1969 — 1971
Bachelor's Degree, Education
Raymond James July 2010 - Present
Young Stovall & Company July 1995 - July 2010
Skills
Financial Advisory, Retirement, Wealth Management, Insurance, Fixed Annuities, Finance, Securities, Long-term Care, Retirement Planning, Series 7, Mutual Funds, Investment Advisory
Education
University of Miami 1971 — 1973
Bachelor of Education (BEd)
University of Florida 1969 — 1971
Bachelor's Degree, Education
Dave Farwick Dave Farwick's Raymond James Experience July 2012 - Present
Job Financial Advisor at Raymond James Financial
Industry Financial Services
Experience
Raymond James July 2012 - Present
Eileen Farwick, DO, PA July 1998 - August 2011
SunTrust Bank July 1997 - June 1998
Palm Beach County Fire-Rescue February 1984 - February 1995
Skills
Customer Service, Strategic Planning, Budgets, Investment Analysis, MS Office, Strategic Financial..., Valuation, Financial Analysis, Risk Management
Education
University of Central Florida 1995 — 1997
BSBA, Finance
University of Florida 1975 — 1978
AA, Architecture & Building Construction
Raymond James July 2012 - Present
Eileen Farwick, DO, PA July 1998 - August 2011
SunTrust Bank July 1997 - June 1998
Palm Beach County Fire-Rescue February 1984 - February 1995
Skills
Customer Service, Strategic Planning, Budgets, Investment Analysis, MS Office, Strategic Financial..., Valuation, Financial Analysis, Risk Management
Education
University of Central Florida 1995 — 1997
BSBA, Finance
University of Florida 1975 — 1978
AA, Architecture & Building Construction
Kirk D. Bell Kirk D. Bell's Raymond James Experience January 2008 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Bell & Valente, LLC - An Independent Firm, Raymond James Financial Services January 2008 - Present
Raymond James January 2008 - Present
Smith Barney November 1983 - January 2008
United States Air Force June 1976 - November 1983
Skills
Investments, Management, Finance, Nonprofits, Securities, Financial Advisory, Series 7, Wealth Management, Retirement Planning, Alternative Investments
Education
United States Air Force Academy 1972 — 1976
Bachelor's Degree, History
Gary Wirt High School
Bell & Valente, LLC - An Independent Firm, Raymond James Financial Services January 2008 - Present
Raymond James January 2008 - Present
Smith Barney November 1983 - January 2008
United States Air Force June 1976 - November 1983
Skills
Investments, Management, Finance, Nonprofits, Securities, Financial Advisory, Series 7, Wealth Management, Retirement Planning, Alternative Investments
Education
United States Air Force Academy 1972 — 1976
Bachelor's Degree, History
Gary Wirt High School
Jeff Ortiz Jeff Ortiz's Raymond James Experience September 2011 - Present
Job Senior Vice President, Investments
Industry Financial Services
Experience
Raymond James September 2011 - Present
Ortiz Capital Management January 2010 - September 2011
Morgan Stanley May 2007 - January 2010
UBS Financial Services February 2001 - May 2007
BEAR STEARNS AND CO. May 1993 - February 2001
Skills
Investments, Investment Strategies, Finance, Financial Services, Wealth Management, Asset Managment, Due Diligence, Valuation, Series 7, Brokerage, Financial Advisory, Banking, Return on Investment, Trend Analysis, Performing, Financial Modeling, Financial Analysis, Credit, Retirement Planning, Corporate Finance
Education
UCLA
Raymond James September 2011 - Present
Ortiz Capital Management January 2010 - September 2011
Morgan Stanley May 2007 - January 2010
UBS Financial Services February 2001 - May 2007
BEAR STEARNS AND CO. May 1993 - February 2001
Skills
Investments, Investment Strategies, Finance, Financial Services, Wealth Management, Asset Managment, Due Diligence, Valuation, Series 7, Brokerage, Financial Advisory, Banking, Return on Investment, Trend Analysis, Performing, Financial Modeling, Financial Analysis, Credit, Retirement Planning, Corporate Finance
Education
UCLA
William Harper William Harper's Raymond James Experience August 2011 - August 2014
Job Capital Markets Analyst
Industry Financial Services
Experience
Crews & Associates August 2014 - Present
Raymond James August 2011 - August 2014
Sam Walton Graduate School of Business January 2009 - May 2010
City of Fayetteville Planning Office June 2009 - July 2009
J.B. Hunt Transport August 2008 - December 2008
JB Hunt Transport May 2008 - August 2008
JB Hunt Transport February 2008 - May 2008
Hurley Sales Company June 2002 - August 2004
Skills
Finance, Business Development, Pricing, Sales, Banking, Analysis, Customer Service, Financial Analysis, Financial Modeling, Strategic Financial..., Series 7, Investments, Bloomberg, Valuation
Education
University of Arkansas at Fayetteville 2009 — 2010
Master of Business Administration, MBA
University of Arkansas 2003 — 2007
BSBA, Finance
Crews & Associates August 2014 - Present
Raymond James August 2011 - August 2014
Sam Walton Graduate School of Business January 2009 - May 2010
City of Fayetteville Planning Office June 2009 - July 2009
J.B. Hunt Transport August 2008 - December 2008
JB Hunt Transport May 2008 - August 2008
JB Hunt Transport February 2008 - May 2008
Hurley Sales Company June 2002 - August 2004
Skills
Finance, Business Development, Pricing, Sales, Banking, Analysis, Customer Service, Financial Analysis, Financial Modeling, Strategic Financial..., Series 7, Investments, Bloomberg, Valuation
Education
University of Arkansas at Fayetteville 2009 — 2010
Master of Business Administration, MBA
University of Arkansas 2003 — 2007
BSBA, Finance
Jessica E. Poynter Jessica E. Poynter's Raymond James Experience February 2013 - Present
Job Financial Advisor at Raymond James Little Rock ✔Estate Planning ✔ Financial Planning
Industry Investment Management
Experience
Financial Advisor 2014 - Present
Raymond James February 2013 - Present
Morgan Keegan & Company / Raymond James July 2010 - February 2013
Skills
Series 63, 401k, Investments, Fixed Income, Securities, Mutual Funds, Wealth Management, Hold Series 7, Microsoft Platform, Thompson One, Adobe Acrobat, Equities, Bloomberg, Private Equity, Equity Trading, Stock Market, Series 7, Asset Allocation, Financial Planning, Estate Planning
Education
University of Arkansas at Fayetteville
Exercise Physiology
Financial Advisor 2014 - Present
Raymond James February 2013 - Present
Morgan Keegan & Company / Raymond James July 2010 - February 2013
Skills
Series 63, 401k, Investments, Fixed Income, Securities, Mutual Funds, Wealth Management, Hold Series 7, Microsoft Platform, Thompson One, Adobe Acrobat, Equities, Bloomberg, Private Equity, Equity Trading, Stock Market, Series 7, Asset Allocation, Financial Planning, Estate Planning
Education
University of Arkansas at Fayetteville
Exercise Physiology
Jessica Crownover Jessica Crownover's Raymond James Experience May 2013 - Present
Job Sales Associate at Crownover Financial Group of Raymond James
Industry Financial Services
Experience
Raymond James May 2013 - Present
Capstone Financial Planning Association (FPA) January 2015 - Present
Skills
Microsoft Office, Public Speaking, Social Media, Microsoft Word, Customer Service, Microsoft Excel, Event Planning, Sales, Time Management, Leadership, PowerPoint, Social Networking, Research, Financial Planning, Investments, Teamwork, Photoshop, Finance, Retirement Planning
Education
University of Alabama 2012 — 2015
Bachelor’s Degree, Financial Planning and Services
Raymond James May 2013 - Present
Capstone Financial Planning Association (FPA) January 2015 - Present
Skills
Microsoft Office, Public Speaking, Social Media, Microsoft Word, Customer Service, Microsoft Excel, Event Planning, Sales, Time Management, Leadership, PowerPoint, Social Networking, Research, Financial Planning, Investments, Teamwork, Photoshop, Finance, Retirement Planning
Education
University of Alabama 2012 — 2015
Bachelor’s Degree, Financial Planning and Services
Korosh Saba Korosh Saba's Raymond James Experience July 2010 - May 2011
Job Investment Banking Associate at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. May 2014 - Present
Stephens Inc. June 2011 - May 2014
Raymond James July 2010 - May 2011
Education
University of Arkansas at Fayetteville 2007 — 2011
Bachelors, Economics
Stephens Inc. May 2014 - Present
Stephens Inc. June 2011 - May 2014
Raymond James July 2010 - May 2011
Education
University of Arkansas at Fayetteville 2007 — 2011
Bachelors, Economics
Bryan Bertucci Bryan Bertucci's Raymond James Experience March 2011 - Present
Job Financial Advisor, Assistant Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James March 2011 - Present
Scottsdale Area Chamber of Commerce July 2012 - Present
Trinity University July 2012 - June 2014
Lord Abbett February 2007 - February 2011
SunAmerica July 1998 - February 2007
Putnam Investments November 1997 - July 1998
Skills
Series 6, Series 7, Series 9/10, Series 63, Series 65, Licensed Life Insurance..., Personal Financial..., Financial Advisory, Wealth Management, Risk Management, Retirement Planning, Social Security, College Education..., Portfolio Management, Financial Services, Securities, Municipal Bonds, Mutual Funds
Education
Trinity University 1991 — 1995
Bachelor of Science (BS), Finance & International Business
Dover-Sherborn High School 1987 — 1991
Raymond James March 2011 - Present
Scottsdale Area Chamber of Commerce July 2012 - Present
Trinity University July 2012 - June 2014
Lord Abbett February 2007 - February 2011
SunAmerica July 1998 - February 2007
Putnam Investments November 1997 - July 1998
Skills
Series 6, Series 7, Series 9/10, Series 63, Series 65, Licensed Life Insurance..., Personal Financial..., Financial Advisory, Wealth Management, Risk Management, Retirement Planning, Social Security, College Education..., Portfolio Management, Financial Services, Securities, Municipal Bonds, Mutual Funds
Education
Trinity University 1991 — 1995
Bachelor of Science (BS), Finance & International Business
Dover-Sherborn High School 1987 — 1991
Henry Fong's Raymond James Experience August 2009 - December 2009
Job DJ/Producer
Industry Music
Experience
Henry Fong Music, LLC 2010 - Present
The Bingo Balls Music Blog August 2012 - Present
Riot! June 2010 - December 2012
Andrew's Capital Corp/ Carr Investment Properties November 2009 - March 2012
Raymond James August 2009 - December 2009
Skills
Ableton Live, Personal Finance, Social Media Marketing, Audio Engineering, Real Estate Transactions, DJ, Sound Design, Remixing, Marketing, Blogging, Music Production, CRM, Management
Education
University of Central Florida 2005 — 2010
Bachelor of Science (BS), Marketing, Communications, Criminal Justice
Henry Fong Music, LLC 2010 - Present
The Bingo Balls Music Blog August 2012 - Present
Riot! June 2010 - December 2012
Andrew's Capital Corp/ Carr Investment Properties November 2009 - March 2012
Raymond James August 2009 - December 2009
Skills
Ableton Live, Personal Finance, Social Media Marketing, Audio Engineering, Real Estate Transactions, DJ, Sound Design, Remixing, Marketing, Blogging, Music Production, CRM, Management
Education
University of Central Florida 2005 — 2010
Bachelor of Science (BS), Marketing, Communications, Criminal Justice
Ricardo Rico Pestyk Ricardo Rico Pestyk's Raymond James Experience 1999 - 2000
Job Fixed Income Operations and Settlements Specialist
Industry Banking
Experience
Fixed Income Operations April 2012 - December 2012
Bank of America Merrill Lynch 2003 - 2011
Wachovia Securities Financial Network 2000 - 2002
Raymond James 1999 - 2000
Salomon Brothers 1994 - 1998
Salomon Brothers 1994 - 1998
Skills
fully bilingual..., Fixed Income, Capital Markets, Securities, Bloomberg, Equities, Series 7, Settlement, DTC, Series 63, Credit Derivatives, Interest Rate..., Back Office, Middle Office, Bonds, Operational Risk, Collateral Management, ABS, MBS, Swaps, Treasury, Interest Rate Swaps, Corporate Actions, Repos, Cash Management, Structured Products, Banking, Risk Management, Alternative Investments, Portfolio Management, Financial Services, Mutual Funds, Wealth Management, Asset Allocation, Trading, Financial Risk, Securities Lending, Trading Systems, FX Options, Prime Brokerage, Derivatives, Options, Finance
Education
University of Central Florida - College of Business Administration 1992 — 1994
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
la salle 1975 — 1979
highschool diploma
Fixed Income Operations April 2012 - December 2012
Bank of America Merrill Lynch 2003 - 2011
Wachovia Securities Financial Network 2000 - 2002
Raymond James 1999 - 2000
Salomon Brothers 1994 - 1998
Salomon Brothers 1994 - 1998
Skills
fully bilingual..., Fixed Income, Capital Markets, Securities, Bloomberg, Equities, Series 7, Settlement, DTC, Series 63, Credit Derivatives, Interest Rate..., Back Office, Middle Office, Bonds, Operational Risk, Collateral Management, ABS, MBS, Swaps, Treasury, Interest Rate Swaps, Corporate Actions, Repos, Cash Management, Structured Products, Banking, Risk Management, Alternative Investments, Portfolio Management, Financial Services, Mutual Funds, Wealth Management, Asset Allocation, Trading, Financial Risk, Securities Lending, Trading Systems, FX Options, Prime Brokerage, Derivatives, Options, Finance
Education
University of Central Florida - College of Business Administration 1992 — 1994
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
la salle 1975 — 1979
highschool diploma
Patty France's Raymond James Experience February 2009 - Present
Job Senior Registered Service Associate at Raymond James
Industry Investment Management
Experience
Raymond James February 2009 - Present
Financial Services Industry December 1991 - February 2009
Education
University of Arkansas at Little Rock
Raymond James February 2009 - Present
Financial Services Industry December 1991 - February 2009
Education
University of Arkansas at Little Rock
Kevin Carreno Kevin Carreno's Raymond James Experience 1994 - 2005
Job General Counsel and Chief Risk Officer at International Assets Advisory
Industry Financial Services
Experience
Financial Industry Regulatory Authority August 2012 - Present
International Assets Advisory January 2011 - Present
Experts Counsel, Inc. February 2005 - Present
Raymond James Investment Services Ltd February 2000 - January 2005
Killik & Co 2000 - 2005
Raymond James 1994 - 2005
Robert Thomas Securities 1994 - 1998
Raymond James Financial 1990 - 1994
Skills
Investments, Securities, FINRA, Team Building, Corporate Governance, Management, Due Diligence, Financial Risk, Financial Services, Mutual Funds, Corporate Law, Series 7, Equities, Investment Strategies, Fixed Income, Corporate Finance, Investment Banking, Joint Ventures, SEC, Strategic Financial..., Asset Management, Investment Advisory, Alternative Investments, Project Finance, Wealth Management, Private Equity, Arbitration, Securities Regulation, Financial Markets, Operational Risk..., Capital Markets, Risk Management, Banking, Mergers & Acquisitions, Finance, Hedge Funds, Derivatives, Broker-Dealer, Series 63, Financial Analysis, Asset Managment, Portfolio Management, Fraud
Education
University of Denver - Sturm College of Law 1984 — 1987
JD, Legal Studies
United States Air Force Academy 1978 — 1983
Bachelor of Science (BS), Engineering
Miami Palmetto
Financial Industry Regulatory Authority August 2012 - Present
International Assets Advisory January 2011 - Present
Experts Counsel, Inc. February 2005 - Present
Raymond James Investment Services Ltd February 2000 - January 2005
Killik & Co 2000 - 2005
Raymond James 1994 - 2005
Robert Thomas Securities 1994 - 1998
Raymond James Financial 1990 - 1994
Skills
Investments, Securities, FINRA, Team Building, Corporate Governance, Management, Due Diligence, Financial Risk, Financial Services, Mutual Funds, Corporate Law, Series 7, Equities, Investment Strategies, Fixed Income, Corporate Finance, Investment Banking, Joint Ventures, SEC, Strategic Financial..., Asset Management, Investment Advisory, Alternative Investments, Project Finance, Wealth Management, Private Equity, Arbitration, Securities Regulation, Financial Markets, Operational Risk..., Capital Markets, Risk Management, Banking, Mergers & Acquisitions, Finance, Hedge Funds, Derivatives, Broker-Dealer, Series 63, Financial Analysis, Asset Managment, Portfolio Management, Fraud
Education
University of Denver - Sturm College of Law 1984 — 1987
JD, Legal Studies
United States Air Force Academy 1978 — 1983
Bachelor of Science (BS), Engineering
Miami Palmetto
Justin Allen's Raymond James Experience May 2010 - March 2012
Job Experienced Financial Services Risk Professional
Industry Financial Services
Experience
Federal Reserve Bank of New York August 2012 - Present
Raymond James Financial Inc. March 2012 - August 2012
Raymond James May 2010 - March 2012
First Advantage December 2007 - May 2010
PricewaterhouseCoopers June 2007 - August 2007
RaceTrac Petroleum May 2006 - August 2006
ZF Friedrichshafen May 2004 - May 2006
Skills
CISA, SQL, Unix, Java, Windows, DOS, CRISC
Education
USF 2010 — 2011
MBA
University of Alabama 2003 — 2007
BS, MIS
Federal Reserve Bank of New York August 2012 - Present
Raymond James Financial Inc. March 2012 - August 2012
Raymond James May 2010 - March 2012
First Advantage December 2007 - May 2010
PricewaterhouseCoopers June 2007 - August 2007
RaceTrac Petroleum May 2006 - August 2006
ZF Friedrichshafen May 2004 - May 2006
Skills
CISA, SQL, Unix, Java, Windows, DOS, CRISC
Education
USF 2010 — 2011
MBA
University of Alabama 2003 — 2007
BS, MIS
Eric-Paul van Woerkom CSM, CSPO, ITIL Eric-Paul van Woerkom CSM, CSPO, ITIL's Raymond James Experience May 2007 - August 2010
Job
Industry Information Technology and Services
Experience
Healthesystems May 2015 - Present
GeniusCentral Systems, Inc. (Living Naturally) October 2014 - May 2015
Catalina Marketing December 2013 - October 2014
Catalina Marketing July 2012 - December 2013
Catalina Marketing August 2010 - July 2012
Raymond James May 2007 - August 2010
Raymond James May 2005 - May 2007
Lakevenice B.V. March 2001 - March 2005
Double-IT March 2000 - March 2001
Ordina March 1997 - March 2000
Skills
SDLC, Software Development, Software Project..., Agile Methodologies, Business Analysis, Requirements Analysis, IT Management, IT Strategy, SOA, Software Engineering, Visio, MS Project, Resource Management, SharePoint, Database Design, Enterprise Architecture, EAI, Integration, Data Warehousing, Enterprise Application..., Software Lifecycle..., Process Improvement, Systems Analysis, Program Management, Disaster Recovery, Scrum, Behavior Driven...
Education
University of South Florida - College of Business Administration 2005 — 2008
BS, Managment Information Systems
University of Amsterdam 1992 — 1997
Dutch law
Healthesystems May 2015 - Present
GeniusCentral Systems, Inc. (Living Naturally) October 2014 - May 2015
Catalina Marketing December 2013 - October 2014
Catalina Marketing July 2012 - December 2013
Catalina Marketing August 2010 - July 2012
Raymond James May 2007 - August 2010
Raymond James May 2005 - May 2007
Lakevenice B.V. March 2001 - March 2005
Double-IT March 2000 - March 2001
Ordina March 1997 - March 2000
Skills
SDLC, Software Development, Software Project..., Agile Methodologies, Business Analysis, Requirements Analysis, IT Management, IT Strategy, SOA, Software Engineering, Visio, MS Project, Resource Management, SharePoint, Database Design, Enterprise Architecture, EAI, Integration, Data Warehousing, Enterprise Application..., Software Lifecycle..., Process Improvement, Systems Analysis, Program Management, Disaster Recovery, Scrum, Behavior Driven...
Education
University of South Florida - College of Business Administration 2005 — 2008
BS, Managment Information Systems
University of Amsterdam 1992 — 1997
Dutch law
Alexis Lenssen's Raymond James Experience July 2010 - Present
Job Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James July 2010 - Present
Raymond James 2007 - Present
Wachovia Securities March 2003 - October 2007
Smith Barney November 1996 - January 2003
Skills
Financial Planning, Wealth Management, Market Analysis, Investments, Portfolio Management, Financial Advisory, Securities, Retirement Planning, Series 7, Investment Advisory, Retirement, Estate Planning, Asset Allocation, Series 63, Fixed Annuities
Education
CFP® Board of Standards, Inc 2001 — 2003
CFP designation, Financial Planning
University of Central Florida 1988 — 1992
BA, Journalism/Advertising & Public Relations
B.A. and CFP® certification
Raymond James July 2010 - Present
Raymond James 2007 - Present
Wachovia Securities March 2003 - October 2007
Smith Barney November 1996 - January 2003
Skills
Financial Planning, Wealth Management, Market Analysis, Investments, Portfolio Management, Financial Advisory, Securities, Retirement Planning, Series 7, Investment Advisory, Retirement, Estate Planning, Asset Allocation, Series 63, Fixed Annuities
Education
CFP® Board of Standards, Inc 2001 — 2003
CFP designation, Financial Planning
University of Central Florida 1988 — 1992
BA, Journalism/Advertising & Public Relations
B.A. and CFP® certification
Greggory Harris Greggory Harris's Raymond James Experience January 2008 - Present
Job Raymond James Vice President, Investments
Industry Financial Services
Experience
Raymond James January 2008 - Present
Education
Consortium Institute of Management & Business Analysis 2007 — 2007
Business, Economics
University of Alabama 2003 — 2007
Business, Corporate Financial Management
Raymond James January 2008 - Present
Education
Consortium Institute of Management & Business Analysis 2007 — 2007
Business, Economics
University of Alabama 2003 — 2007
Business, Corporate Financial Management
Kelley Evans's Raymond James Experience September 1997 - Present
Job Financial Advisor
Industry Financial Services
Experience
Raymond James September 1997 - Present
Evans Financial Group, An Indpendent Firm July 1997 - Present
Rotary DTC 2003 - 2009
CoBank May 1995 - April 1997
CoBank January 1989 - May 1995
Skills
Strategic Financial..., Financial Advisory, Wealth Management, Estate Planning, Investments, Strategic Planning, Public Speaking, Insurance, Finance, Financial Planners, Real Estate, Operations Management, Negotiation, Contract Negotiation, FINRA, Securities, Small Business, Asset Management, Personal Finance, Wealth, New Business Development, Business Strategy
Education
University of Colorado Boulder 1983 — 1987
BS, Marketing
Raymond James September 1997 - Present
Evans Financial Group, An Indpendent Firm July 1997 - Present
Rotary DTC 2003 - 2009
CoBank May 1995 - April 1997
CoBank January 1989 - May 1995
Skills
Strategic Financial..., Financial Advisory, Wealth Management, Estate Planning, Investments, Strategic Planning, Public Speaking, Insurance, Finance, Financial Planners, Real Estate, Operations Management, Negotiation, Contract Negotiation, FINRA, Securities, Small Business, Asset Management, Personal Finance, Wealth, New Business Development, Business Strategy
Education
University of Colorado Boulder 1983 — 1987
BS, Marketing
Christina Ho (Lam)'s Raymond James Experience May 2002 - August 2004
Job Voice over actor with experience in financial analysis and digital strategy
Industry Airlines/Aviation
Experience
Christina Ho Audio February 2009 - Present
WestJet February 2011 - February 2015
Westjet December 2007 - January 2011
Critical Mass March 2005 - December 2007
Raymond James May 2002 - August 2004
Merrill Lynch May 2001 - September 2001
Skills
Financial Modeling, Analytics, Market Research, Social Media, Web Analytics, business analysis, Digital Strategy, Digital Marketing, Business Strategy, Business Planning, Social Media Marketing, Business Analysis, Competitive Analysis, Integrated Marketing
Education
The University of Calgary 1998 — 2002
Bachelor of Commerce, Finance, International Business
Christina Ho Audio February 2009 - Present
WestJet February 2011 - February 2015
Westjet December 2007 - January 2011
Critical Mass March 2005 - December 2007
Raymond James May 2002 - August 2004
Merrill Lynch May 2001 - September 2001
Skills
Financial Modeling, Analytics, Market Research, Social Media, Web Analytics, business analysis, Digital Strategy, Digital Marketing, Business Strategy, Business Planning, Social Media Marketing, Business Analysis, Competitive Analysis, Integrated Marketing
Education
The University of Calgary 1998 — 2002
Bachelor of Commerce, Finance, International Business
Jeff Locker, WMS, CFP® Jeff Locker, WMS, CFP®'s Raymond James Experience June 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Raymond James June 2008 - Present
Provident Funding Associates L.P. June 2007 - June 2008
Morgan Stanley Dean Witter 2006 - 2006
Blue Crest Capital Management 2005 - 2005
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Finance, Investments, Financial Advisory, Securities, Mortgage Lending, Personal Finance, Certified Financial..., Series 7, Mutual Funds
Education
University of Florida 2003 — 2007
Bachelors, Finance
Kaplan University
CFP
Raymond James June 2008 - Present
Provident Funding Associates L.P. June 2007 - June 2008
Morgan Stanley Dean Witter 2006 - 2006
Blue Crest Capital Management 2005 - 2005
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Finance, Investments, Financial Advisory, Securities, Mortgage Lending, Personal Finance, Certified Financial..., Series 7, Mutual Funds
Education
University of Florida 2003 — 2007
Bachelors, Finance
Kaplan University
CFP
Holly Marks's Raymond James Experience July 2010 - Present
Job Senior Registered Client Service Associate at Raymond James
Industry Financial Services
Experience
Raymond James July 2010 - Present
Morgan Keegan & Co., Inc. October 2007 - July 2010
National City April 2007 - October 2007
Smith Barney July 2003 - April 2007
The Indianapolis Star July 2001 - July 2003
Sun-Sentinel July 2000 - July 2001
Skills
Investments, Finance, Securities, Financial Advisory, Real Estate, Series 7, Series 63, Retirement Planning, Mutual Funds, Uniform Combined State..., Wealth Management, Asset Allocation, FINRA, Investment Advisory, Retirement
Education
University of Evansville 1992 — 1996
Bachelor's degree, Interpersonal Communication
Raymond James July 2010 - Present
Morgan Keegan & Co., Inc. October 2007 - July 2010
National City April 2007 - October 2007
Smith Barney July 2003 - April 2007
The Indianapolis Star July 2001 - July 2003
Sun-Sentinel July 2000 - July 2001
Skills
Investments, Finance, Securities, Financial Advisory, Real Estate, Series 7, Series 63, Retirement Planning, Mutual Funds, Uniform Combined State..., Wealth Management, Asset Allocation, FINRA, Investment Advisory, Retirement
Education
University of Evansville 1992 — 1996
Bachelor's degree, Interpersonal Communication
John E. Chapman John E. Chapman's Raymond James Experience 2001 - 2002
Job Logistics Manager at Gateway Logistics Inc
Industry Logistics and Supply Chain
Experience
Gateway Logistics Inc July 2015 - Present
A S Logistics / Amstan Logistics July 2014 - July 2015
Frame USA and Posterservice, Inc. October 2011 - February 2013
Key Personnel November 2005 - May 2010
TQL January 2008 - June 2009
Bank One Securities June 2002 - February 2004
Raymond James 2001 - 2002
Skills
Sales, Marketing, Negotiation, Team Building, Sourcing, Spanish-speaking, German, French, Financial Analysis, Strategic Financial..., Mutual Funds, Stock Trading, Options, Recruiting, Leadership, Customer Service
Education
University of Cincinnati 1993 — 1997
Bachelor of Arts (BA), Economicsq
Norwood High School
Gateway Logistics Inc July 2015 - Present
A S Logistics / Amstan Logistics July 2014 - July 2015
Frame USA and Posterservice, Inc. October 2011 - February 2013
Key Personnel November 2005 - May 2010
TQL January 2008 - June 2009
Bank One Securities June 2002 - February 2004
Raymond James 2001 - 2002
Skills
Sales, Marketing, Negotiation, Team Building, Sourcing, Spanish-speaking, German, French, Financial Analysis, Strategic Financial..., Mutual Funds, Stock Trading, Options, Recruiting, Leadership, Customer Service
Education
University of Cincinnati 1993 — 1997
Bachelor of Arts (BA), Economicsq
Norwood High School
Paul Fehrenbach Jr.'s Raymond James Experience August 2014 - Present
Job First Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James August 2014 - Present
Merrill Lynch September 1996 - August 2014
Merrill Lynch May 1993 - September 1996
Skills
Investments, Portfolio Management, Equities, Asset Allocation, Finance, Series 7, Wealth Management, Marketing, Securities, Mutual Funds, Series 63, Fixed Income, Salesforce.com
Education
Union College 1989 — 1993
Bachelor of Science, Psychology
Raymond James August 2014 - Present
Merrill Lynch September 1996 - August 2014
Merrill Lynch May 1993 - September 1996
Skills
Investments, Portfolio Management, Equities, Asset Allocation, Finance, Series 7, Wealth Management, Marketing, Securities, Mutual Funds, Series 63, Fixed Income, Salesforce.com
Education
Union College 1989 — 1993
Bachelor of Science, Psychology
Misael R. Lugo III's Raymond James Experience February 2015 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2015 - Present
Raymond James January 2012 - Present
Education
University of Central Florida 2009 — 2011
M.P.A., Public Administration
University of North Florida 2001 — 2005
B.A., Political Science
Raymond James February 2015 - Present
Raymond James January 2012 - Present
Education
University of Central Florida 2009 — 2011
M.P.A., Public Administration
University of North Florida 2001 — 2005
B.A., Political Science
Robert D. Blackford Robert D. Blackford's Raymond James Experience May 2008 - Present
Job Partner, CPB Group of Raymond James
Industry Financial Services
Experience
Raymond James May 2008 - Present
Morgan Keegan March 1998 - May 2008
Principal Financial Securities. Inc. June 1995 - March 1998
Education
University of Arkansas 1990 — 1995
Bachelor of Science in Business Administration, Financial Management
Raymond James May 2008 - Present
Morgan Keegan March 1998 - May 2008
Principal Financial Securities. Inc. June 1995 - March 1998
Education
University of Arkansas 1990 — 1995
Bachelor of Science in Business Administration, Financial Management
Josiah Albertsen, AAMS®'s Raymond James Experience August 2011 - Present
Job Financial Advisor for Music, Entertainment & Small Business, Raymond James
Industry Financial Services
Experience
Raymond James August 2011 - Present
AXA Advisors 2009 - August 2011
AXA Advisors DBA Public Safety Financial Group February 2009 - May 2009
Climax Lounge Music Venue February 2004 - June 2007
Suburban Home Records June 2003 - April 2004
Skills
Strategic Financial..., Investment Advisory, Retirement Planning, Music Industry, Panel Moderator, Concert Production, Music Management
Education
University of Colorado at Denver 2007 — 2011
International Studies, Chinese Studies, Economics
Arvada High School 1999 — 2003
Raymond James August 2011 - Present
AXA Advisors 2009 - August 2011
AXA Advisors DBA Public Safety Financial Group February 2009 - May 2009
Climax Lounge Music Venue February 2004 - June 2007
Suburban Home Records June 2003 - April 2004
Skills
Strategic Financial..., Investment Advisory, Retirement Planning, Music Industry, Panel Moderator, Concert Production, Music Management
Education
University of Colorado at Denver 2007 — 2011
International Studies, Chinese Studies, Economics
Arvada High School 1999 — 2003
Arthur McAllister Arthur McAllister's Raymond James Experience May 2009 - January 2015
Job Retired
Industry Financial Services
Experience
Raymond James May 2009 - January 2015
Merrill Lynch 1996 - 2009
Wells Fargo Bank August 1982 - May 1996
Skills
Series 7, Wealth Management, Retirement Planning, Series 65, Series 63, Estate Planning, Retirement Income..., Financial Planning
Education
UCLA Anderson School of Management 1971 — 1972
MBA, Management
University of Colorado at Boulder
B.A., Asian Studies
Raymond James May 2009 - January 2015
Merrill Lynch 1996 - 2009
Wells Fargo Bank August 1982 - May 1996
Skills
Series 7, Wealth Management, Retirement Planning, Series 65, Series 63, Estate Planning, Retirement Income..., Financial Planning
Education
UCLA Anderson School of Management 1971 — 1972
MBA, Management
University of Colorado at Boulder
B.A., Asian Studies
Miles Magyar Miles Magyar's Raymond James Experience December 1999 - September 2009
Job Credit Specialist
Industry Financial Services
Experience
Bio Credit Pro February 2010 - Present
Raymond James December 1999 - September 2009
Skills
Banking, Credit, Finance, Loans, Customer Service, Sales, Real Estate, Mortgage Banking, FHA, Mortgage Lending, Strategic Planning, Credit Cards, Investment Properties, Team Building, Negotiation
Education
University of Arizona
business
Bio Credit Pro February 2010 - Present
Raymond James December 1999 - September 2009
Skills
Banking, Credit, Finance, Loans, Customer Service, Sales, Real Estate, Mortgage Banking, FHA, Mortgage Lending, Strategic Planning, Credit Cards, Investment Properties, Team Building, Negotiation
Education
University of Arizona
business
Gene Marx Gene Marx's Raymond James Experience December 2013 - Present
Job Managing Director, Investments at Raymond James
Industry Financial Services
Experience
Raymond James December 2013 - Present
Marx Wealth Management at UBS Financial Services May 2005 - December 2013
Salomon Smith Barney June 1990 - May 2005
Education
Tulane University - A.B. Freeman School of Business 1985 — 1987
MBA, Finance and Marketing
University of North Carolina at Chapel Hill 1980 — 1984
Journalism, Business and Economics
East Mecklenberg High School
Raymond James December 2013 - Present
Marx Wealth Management at UBS Financial Services May 2005 - December 2013
Salomon Smith Barney June 1990 - May 2005
Education
Tulane University - A.B. Freeman School of Business 1985 — 1987
MBA, Finance and Marketing
University of North Carolina at Chapel Hill 1980 — 1984
Journalism, Business and Economics
East Mecklenberg High School
Susan S. Moseley, CIMA's Raymond James Experience 1979 - 1982
Job President at Moseley Investment Management, Inc.
Industry Financial Services
Experience
Moseley Investment Management, Inc. January 1990 - Present
Dean Witter 1986 - 1988
EF Hutton 1983 - 1986
Raymond James 1979 - 1982
Skills
Strategic Financial..., Asset Allocation, Wealth Management..., Investments, Wealth Management, Portfolio Management, Finance, Retirement, Investment Management, Investment Advisory, Estate Planning, Strategic Planning, Stock Picking, Retirement Planning, Financial Analysis, High Net Worth..., Stock Trading, Municipal Bonds, High Yield Bonds, Convertible Bonds, Risk Management, Retirement Savings, Mutual Funds, ETFs, Asset Management, Investment Strategies, Financial Advisory, Securities, Financial Services, Public Speaking, Small Business, Leadership
Education
University of Pennsylvania - The Wharton School 1990 — 1991
C.I.M.A, Finance
University of Florida 1976 — 1979
BSBA, Finance
Moseley Investment Management, Inc. January 1990 - Present
Dean Witter 1986 - 1988
EF Hutton 1983 - 1986
Raymond James 1979 - 1982
Skills
Strategic Financial..., Asset Allocation, Wealth Management..., Investments, Wealth Management, Portfolio Management, Finance, Retirement, Investment Management, Investment Advisory, Estate Planning, Strategic Planning, Stock Picking, Retirement Planning, Financial Analysis, High Net Worth..., Stock Trading, Municipal Bonds, High Yield Bonds, Convertible Bonds, Risk Management, Retirement Savings, Mutual Funds, ETFs, Asset Management, Investment Strategies, Financial Advisory, Securities, Financial Services, Public Speaking, Small Business, Leadership
Education
University of Pennsylvania - The Wharton School 1990 — 1991
C.I.M.A, Finance
University of Florida 1976 — 1979
BSBA, Finance
Dale Lehenbauer, CFA, CFP® Dale Lehenbauer, CFA, CFP®'s Raymond James Experience 2007 - Present
Job Investment Advisor at Raymond James
Industry Investment Management
Experience
Raymond James 2007 - Present
Citigroup Smith Barney 2000 - 2007
USMC 1980 - 1992
Skills
Investments, Retirement Planning, Business Strategy, Banking, Portfolio Management, Credit, Loans, Wealth Management, Mutual Funds, Asset Management, Strategic Planning, Securities, Investment Advisory, Series 7, Financial Advisory, Finance, Leadership
Education
United States Naval Academy 1976 — 1980
Raymond James 2007 - Present
Citigroup Smith Barney 2000 - 2007
USMC 1980 - 1992
Skills
Investments, Retirement Planning, Business Strategy, Banking, Portfolio Management, Credit, Loans, Wealth Management, Mutual Funds, Asset Management, Strategic Planning, Securities, Investment Advisory, Series 7, Financial Advisory, Finance, Leadership
Education
United States Naval Academy 1976 — 1980
John Pinkley's Raymond James Experience September 2002 - Present
Job Associate Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James September 2002 - Present
Skills
Financial Planning, Retirement, Investments, Insurance, Retirement Planning
Education
University of Central Florida 1985 — 1987
B.S., Political Science
Raymond James September 2002 - Present
Skills
Financial Planning, Retirement, Investments, Insurance, Retirement Planning
Education
University of Central Florida 1985 — 1987
B.S., Political Science
Brooke Adkison, WMS Brooke Adkison, WMS's Raymond James Experience January 2009 - Present
Job Financial Advisor and Wealth Management Specialist
Industry Investment Management
Experience
Raymond James January 2009 - Present
Raymond James August 2008 - Present
Education
Troy University
Master's
Troy University
BS
Raymond James January 2009 - Present
Raymond James August 2008 - Present
Education
Troy University
Master's
Troy University
BS
Matt Hager, CFP® Matt Hager, CFP®'s Raymond James Experience April 2009 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James April 2009 - Present
Fifth Third July 2003 - April 2009
Fifth Third Bank July 2003 - April 2009
Merrill Lynch 2000 - 2003
Retail Delivery Service 1990 - 2000
Education
University of Cincinnati College of Business 1981 — 1986
BBA, Majoring in Finance & Real Estate
Raymond James April 2009 - Present
Fifth Third July 2003 - April 2009
Fifth Third Bank July 2003 - April 2009
Merrill Lynch 2000 - 2003
Retail Delivery Service 1990 - 2000
Education
University of Cincinnati College of Business 1981 — 1986
BBA, Majoring in Finance & Real Estate
Ben Hammel's Raymond James Experience 1995 - 2004
Job Regional Vice President at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management June 2010 - Present
Rose Radiology June 2009 - June 2010
Russell Investment Group September 2004 - January 2009
Raymond James 1995 - 2004
Raymond James 1999 - 2001
Skills
Mutual Funds, Cross-functional Team...
Education
University of Central Florida
Bachelor of Science, Marketing
Eagle Asset Management June 2010 - Present
Rose Radiology June 2009 - June 2010
Russell Investment Group September 2004 - January 2009
Raymond James 1995 - 2004
Raymond James 1999 - 2001
Skills
Mutual Funds, Cross-functional Team...
Education
University of Central Florida
Bachelor of Science, Marketing
Ozgur Karaosmanoglu's Raymond James Experience March 1993 - Present
Job Senior Vice President, Investments at Raymond James/ Managing Director
Industry Investment Management
Experience
Raymond James March 1993 - Present
Legg Mason May 1990 - March 1993
Dean Witter October 1987 - May 1990
Skills
Investments, Securities, Financial Advisory, Series 7, Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Alternative Investments, Series 63, Investment Strategies, Strategic Financial..., Asset Management, Risk Management, Investment Management, IRAs, Analysis, Portfolio Management, High Net Worth..., 401k, Hedge Funds, Financial Markets, Retirement
Education
Tulane University - A.B. Freeman School of Business 1984 — 1987
MBA
Tulane University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Walt Whitman High School 1977 — 1980
Raymond James March 1993 - Present
Legg Mason May 1990 - March 1993
Dean Witter October 1987 - May 1990
Skills
Investments, Securities, Financial Advisory, Series 7, Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Alternative Investments, Series 63, Investment Strategies, Strategic Financial..., Asset Management, Risk Management, Investment Management, IRAs, Analysis, Portfolio Management, High Net Worth..., 401k, Hedge Funds, Financial Markets, Retirement
Education
Tulane University - A.B. Freeman School of Business 1984 — 1987
MBA
Tulane University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Walt Whitman High School 1977 — 1980
Landon Myers Landon Myers's Raymond James Experience June 2002 - Present
Job First Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James June 2002 - Present
Skills
Series 7, Series 66, Wealth Management, Equities, Mutual Funds, Investments, Portfolio Management, Investment Advisory, Equity Research, Asset Allocation, Capital Markets, Alternative Investments, Insurance
Education
University of Arkansas
BSBA, Financial Management
Raymond James June 2002 - Present
Skills
Series 7, Series 66, Wealth Management, Equities, Mutual Funds, Investments, Portfolio Management, Investment Advisory, Equity Research, Asset Allocation, Capital Markets, Alternative Investments, Insurance
Education
University of Arkansas
BSBA, Financial Management
Libby Lewis Libby Lewis's Raymond James Experience October 2014 - Present
Job Branch Marketing Assistant II at Raymond James
Industry Marketing and Advertising
Experience
Raymond James October 2014 - Present
Lewis Lumber & Milling August 2014 - October 2014
Raymond James May 2013 - July 2013
Skills
Facebook, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Social Media Marketing, Social Networking, Marketing
Education
University of Alabama 2010 — 2014
Bachelor of Science (B.S.), Marketing with a specialization in Global Business
Raymond James October 2014 - Present
Lewis Lumber & Milling August 2014 - October 2014
Raymond James May 2013 - July 2013
Skills
Facebook, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Social Media Marketing, Social Networking, Marketing
Education
University of Alabama 2010 — 2014
Bachelor of Science (B.S.), Marketing with a specialization in Global Business
Tish Wold, CFP ®'s Raymond James Experience March 2009 - Present
Job CERTIFIED FINANCIAL PLANNER TM professional, Belleair Wealth Strategies
Industry Financial Services
Experience
Leadership Pinellas August 2015 - Present
City of Clearwater June 2015 - Present
Belleair Wealth Strategies March 2009 - Present
Raymond James March 2009 - Present
Clearwater Yacht Club February 2008 - December 2014
Merrill Lynch 2007 - 2009
Thrivent Financial for Lutherans 2001 - 2007
Raymond James 1999 - 2001
US Navy May 1987 - May 1994
Skills
Certified Financial..., Comprehensive Wealth..., Retirement Planning, Retirement Plans, Retirement Income..., Retirement Plan..., Estate Tax Planning, Investment Advisory, Investment Strategies, Estate Planning
Education
Leadership Pinellas 2015 — 2016
CFP Board of Standards 2002 — 2003
CFP, Financial Planning
United States Naval Academy 1983 — 1987
BS, Mathematics (Operations Analysis/Applied Math)
Parkway West 1980 — 1983
Leadership Pinellas August 2015 - Present
City of Clearwater June 2015 - Present
Belleair Wealth Strategies March 2009 - Present
Raymond James March 2009 - Present
Clearwater Yacht Club February 2008 - December 2014
Merrill Lynch 2007 - 2009
Thrivent Financial for Lutherans 2001 - 2007
Raymond James 1999 - 2001
US Navy May 1987 - May 1994
Skills
Certified Financial..., Comprehensive Wealth..., Retirement Planning, Retirement Plans, Retirement Income..., Retirement Plan..., Estate Tax Planning, Investment Advisory, Investment Strategies, Estate Planning
Education
Leadership Pinellas 2015 — 2016
CFP Board of Standards 2002 — 2003
CFP, Financial Planning
United States Naval Academy 1983 — 1987
BS, Mathematics (Operations Analysis/Applied Math)
Parkway West 1980 — 1983
Clifton Ladd Clifton Ladd's Raymond James Experience February 2013 - Present
Job Senior Vice President, Investments / Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James February 2013 - Present
Morgan Keegan 2009 - February 2013
Smith Barney May 1983 - February 2009
Education
University of Arkansas 1978 — 1982
Bachelor of Science (B.S.), Marketing
University of Arkansas 1977 — 1982
BSBA, Marketing
Raymond James February 2013 - Present
Morgan Keegan 2009 - February 2013
Smith Barney May 1983 - February 2009
Education
University of Arkansas 1978 — 1982
Bachelor of Science (B.S.), Marketing
University of Arkansas 1977 — 1982
BSBA, Marketing
Kobe Li Kobe Li's Raymond James Experience June 2012 - January 2014
Job Corporate Strategy & Development Manager at Avaya
Industry Financial Services
Experience
Avaya August 2015 - Present
Moelis & Company February 2014 - June 2015
Raymond James June 2012 - January 2014
Accenture 2011 - June 2012
Ernst & Young June 2010 - April 2011
Zeal 2011 - 2011
Volunteer in Asia 2011 - 2011
Haas Business School Association (Undergrad Student Government) September 2009 - July 2010
McKinsey & Company January 2010 - June 2010
Deloitte & Touche June 2009 - August 2009
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking, Portfolio Management, Private Equity, Management, Management Consulting, Bloomberg, Asset Management, Equities, Finance, Analysis, Financial Modeling
Education
University of California, Berkeley 2007 — 2011
Walter A. Haas School of Business B.S, Business Administration
Temple City High School
Avaya August 2015 - Present
Moelis & Company February 2014 - June 2015
Raymond James June 2012 - January 2014
Accenture 2011 - June 2012
Ernst & Young June 2010 - April 2011
Zeal 2011 - 2011
Volunteer in Asia 2011 - 2011
Haas Business School Association (Undergrad Student Government) September 2009 - July 2010
McKinsey & Company January 2010 - June 2010
Deloitte & Touche June 2009 - August 2009
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking, Portfolio Management, Private Equity, Management, Management Consulting, Bloomberg, Asset Management, Equities, Finance, Analysis, Financial Modeling
Education
University of California, Berkeley 2007 — 2011
Walter A. Haas School of Business B.S, Business Administration
Temple City High School
John E. Barnes John E. Barnes's Raymond James Experience July 2009 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James July 2009 - Present
Pulaski Technical College October 1991 - July 2012
Smith Barney February 1988 - July 2009
KATV January 1991 - October 1999
Merrill Lynch November 1982 - February 1988
Arkansas Sun October 1974 - November 1982
Skills
Portfolio Management, Investments, Securities, Retirement Planning, Financial Advisory, Higher Education, Finance, Public Speaking, Retirement, Business Journalism, Investment Advisory, Broadcast Television, Financial Planners, Nonprofits, Series 63, Series 7, Investment Management, Higher Education Policy, Alternative Investments, Wealth Management, Fundraising, Strategic Financial..., Mutual Funds, Small Business, Estate Planning, Fixed Annuities, FINRA, Wealth Management..., Asset Allocation, Investment Strategies, Asset Management, Life Insurance, Hedge Funds, college governance, Newspaper, Journalism, Long-term Care, weekly newspaper...
Education
Union University 1966 — 1970
BA, English and History
Raymond James July 2009 - Present
Pulaski Technical College October 1991 - July 2012
Smith Barney February 1988 - July 2009
KATV January 1991 - October 1999
Merrill Lynch November 1982 - February 1988
Arkansas Sun October 1974 - November 1982
Skills
Portfolio Management, Investments, Securities, Retirement Planning, Financial Advisory, Higher Education, Finance, Public Speaking, Retirement, Business Journalism, Investment Advisory, Broadcast Television, Financial Planners, Nonprofits, Series 63, Series 7, Investment Management, Higher Education Policy, Alternative Investments, Wealth Management, Fundraising, Strategic Financial..., Mutual Funds, Small Business, Estate Planning, Fixed Annuities, FINRA, Wealth Management..., Asset Allocation, Investment Strategies, Asset Management, Life Insurance, Hedge Funds, college governance, Newspaper, Journalism, Long-term Care, weekly newspaper...
Education
Union University 1966 — 1970
BA, English and History
Syd Gomez's Raymond James Experience January 2001 - Present
Job Financial Advisor at Raymond James Financial Services Inc., member FINRA/SIPC
Industry Financial Services
Experience
Raymond James January 2001 - Present
Raymond James Financial Services Inc., member FINRA/SIPC January 2001 - Present
Milestone Financial Services, (Investacorp, Inc.) April 1998 - January 2001
World Financial Services (Investacorp, Inc.) April 1996 - May 1998
Skills
Retirement Planning, Series 7
Education
University of Central Florida
Raymond James January 2001 - Present
Raymond James Financial Services Inc., member FINRA/SIPC January 2001 - Present
Milestone Financial Services, (Investacorp, Inc.) April 1998 - January 2001
World Financial Services (Investacorp, Inc.) April 1996 - May 1998
Skills
Retirement Planning, Series 7
Education
University of Central Florida
William (LB) Ham William (LB) Ham's Raymond James Experience June 2010 - August 2010
Job Asset Management Analyst at CNL Financial Group
Industry Financial Services
Experience
CNL Financial Group November 2013 - Present
PCE Valuations, LLC August 2011 - November 2013
CPA Retirement Planning January 2011 - July 2011
Warrington Finance Scholars August 2009 - December 2010
Raymond James June 2010 - August 2010
CPA Retirement Network May 2009 - August 2009
Skills
Asset Management, Portfolio Management, Analysis, Valuation, Business Valuation, Financial Analysis, Finance, Financial Modeling, Corporate Finance, Microsoft Excel, Investment Banking, Restructuring, Due Diligence, Excel, PowerPoint
Education
University of Florida - Warrington College of Business Administration 2006 — 2010
Bachelors of Science, Finance
Universidad Antonio de Nebrija 2008 — 2008
Spanish
Ridgeview High School 2002 — 2006
CNL Financial Group November 2013 - Present
PCE Valuations, LLC August 2011 - November 2013
CPA Retirement Planning January 2011 - July 2011
Warrington Finance Scholars August 2009 - December 2010
Raymond James June 2010 - August 2010
CPA Retirement Network May 2009 - August 2009
Skills
Asset Management, Portfolio Management, Analysis, Valuation, Business Valuation, Financial Analysis, Finance, Financial Modeling, Corporate Finance, Microsoft Excel, Investment Banking, Restructuring, Due Diligence, Excel, PowerPoint
Education
University of Florida - Warrington College of Business Administration 2006 — 2010
Bachelors of Science, Finance
Universidad Antonio de Nebrija 2008 — 2008
Spanish
Ridgeview High School 2002 — 2006
Bob Sipple Bob Sipple's Raymond James Experience May 1993 - November 2001
Job Chief Operating Officer at Lighthouse Realty Fund
Industry Investment Management
Experience
Lighthouse Realty Fund February 2009 - Present
Wachovia Securities, LLC November 2001 - January 2009
Raymond James May 1993 - November 2001
Skills
Investments, Alternative Investments, Portfolio Management, Asset Allocation, Mutual Funds, Finance, Management, Private Equity, Venture Capital, Real Estate, Asset Management, Real Estate Development, Due Diligence, Small Business, Investment Properties
Education
University of Delaware 1986 — 1991
Consumer Economics
Lighthouse Realty Fund February 2009 - Present
Wachovia Securities, LLC November 2001 - January 2009
Raymond James May 1993 - November 2001
Skills
Investments, Alternative Investments, Portfolio Management, Asset Allocation, Mutual Funds, Finance, Management, Private Equity, Venture Capital, Real Estate, Asset Management, Real Estate Development, Due Diligence, Small Business, Investment Properties
Education
University of Delaware 1986 — 1991
Consumer Economics
Jennifer Baugh Jennifer Baugh's Raymond James Experience Office ManagerBaugh Financial Group / Raymond James Financial Services2005 - Present
Job Wealth Services at Raymond James
Industry Financial Services
Experience
Raymond James Office ManagerBaugh Financial Group / Raymond James Financial Services2005 - Present
Novartis 1999 - 2004
Education
University of Arkansas 1995 — 1999
BSBA, Marketing Management
Raymond James Office ManagerBaugh Financial Group / Raymond James Financial Services2005 - Present
Novartis 1999 - 2004
Education
University of Arkansas 1995 — 1999
BSBA, Marketing Management
Erik Melville, CFP ®'s Raymond James Experience October 2007 - Present
Job Financial Advisor at Melville Wealth Management of Raymond James
Industry Financial Services
Experience
Raymond James October 2007 - Present
A.G. Edwards & Sons, Inc. January 2003 - October 2007
Skills
Wealth Management, Retirement Planning, Investment Banking, Financial Advisory, Asset Managment
Education
Tulane University 1995 — 1999
Bachelors, Political Economics and Finance
Raymond James October 2007 - Present
A.G. Edwards & Sons, Inc. January 2003 - October 2007
Skills
Wealth Management, Retirement Planning, Investment Banking, Financial Advisory, Asset Managment
Education
Tulane University 1995 — 1999
Bachelors, Political Economics and Finance
Aryan Barto's Raymond James Experience October 2009 - Present
Job Research Associate at Raymond James
Industry Capital Markets
Experience
Raymond James October 2009 - Present
AF2 Football February 2009 - August 2009
Skills
Equity Research
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MACCT, Accounting
Tulane University - A.B. Freeman School of Business 2003 — 2008
BSM, Finance
Tulane University
Raymond James October 2009 - Present
AF2 Football February 2009 - August 2009
Skills
Equity Research
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MACCT, Accounting
Tulane University - A.B. Freeman School of Business 2003 — 2008
BSM, Finance
Tulane University
Nolan Worley, CIMA® Nolan Worley, CIMA®'s Raymond James Experience November 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Raymond James November 2008 - Present
WaMu Investments February 2006 - November 2008
Chase Investments 2008 - 2008
Skills
Portfolio Management, Series 7, Financial Analysis, Social Media, Risk Management, Credit, Mortgage Lending, Series 24, Research, Due Diligence, Life Insurance, Series 65, Licensing, Real Estate Economics, Business Planning
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CIMA®, Certified Investment Management Analyst
University of California, San Diego 2001 — 2005
B.A., Economics
Raymond James November 2008 - Present
WaMu Investments February 2006 - November 2008
Chase Investments 2008 - 2008
Skills
Portfolio Management, Series 7, Financial Analysis, Social Media, Risk Management, Credit, Mortgage Lending, Series 24, Research, Due Diligence, Life Insurance, Series 65, Licensing, Real Estate Economics, Business Planning
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CIMA®, Certified Investment Management Analyst
University of California, San Diego 2001 — 2005
B.A., Economics
Gary Grisham Gary Grisham's Raymond James Experience February 1995 - Present
Job Financial advisor with 20+ years of experience
Industry Financial Services
Experience
Raymond James February 1995 - Present
Kemper Securities June 1981 - February 1995
Skills
Due Diligence, Asset Allocation, Retirement, Portfolio Management, Finance, Mutual Funds, Investments
Education
University of Houston 1974 — 1976
MBA, Finance
Tulane University 1970 — 1974
BSChE, Chemical Engineering
Raymond James February 1995 - Present
Kemper Securities June 1981 - February 1995
Skills
Due Diligence, Asset Allocation, Retirement, Portfolio Management, Finance, Mutual Funds, Investments
Education
University of Houston 1974 — 1976
MBA, Finance
Tulane University 1970 — 1974
BSChE, Chemical Engineering
David Bernay David Bernay's Raymond James Experience August 2000 - December 2002
Job Associate at JPMC
Industry Financial Services
Experience
JPMorgan Chase 2003 - Present
Raymond James August 2000 - December 2002
Key Bank January 1998 - March 2000
McDonald Investments November 1989 - January 1998
Skills
High Availability, Data Center, COBOL, HP NonStop, Software Development, HP, Unix, SQL, ITIL, Disaster Recovery, TCP/IP, SDLC, Hardware, Storage, Integration, IT Service Management, System Administration, Requirements Analysis, Enterprise Architecture, Operating Systems, Databases, Servers, IT Management, Security
Education
Thiel College 1982 — 1987
BA, Computer Science
JPMorgan Chase 2003 - Present
Raymond James August 2000 - December 2002
Key Bank January 1998 - March 2000
McDonald Investments November 1989 - January 1998
Skills
High Availability, Data Center, COBOL, HP NonStop, Software Development, HP, Unix, SQL, ITIL, Disaster Recovery, TCP/IP, SDLC, Hardware, Storage, Integration, IT Service Management, System Administration, Requirements Analysis, Enterprise Architecture, Operating Systems, Databases, Servers, IT Management, Security
Education
Thiel College 1982 — 1987
BA, Computer Science
Danielle Page, CFP®'s Raymond James Experience February 2008 - Present
Job Senior VP, Investments | Comprehensive planning
Industry Financial Services
Experience
Raymond James February 2008 - Present
UBS July 1989 - February 2008
Skills
Investments, Securities, Finance, Financial Advisory, Mutual Funds, Portfolio Management, Alternative Investments, Retirement Planning, Asset Management, Investment Strategies, Asset Managment, Financial Services, Wealth Management, Series 7, Hedge Funds, Financial Analysis, Valuation, Financial Planners, Corporate Finance, Equities
Education
University of Delaware
Bachelor of Science, Nutrition
Raymond James February 2008 - Present
UBS July 1989 - February 2008
Skills
Investments, Securities, Finance, Financial Advisory, Mutual Funds, Portfolio Management, Alternative Investments, Retirement Planning, Asset Management, Investment Strategies, Asset Managment, Financial Services, Wealth Management, Series 7, Hedge Funds, Financial Analysis, Valuation, Financial Planners, Corporate Finance, Equities
Education
University of Delaware
Bachelor of Science, Nutrition
Randy Sybert Randy Sybert's Raymond James Experience May 2008 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James May 2008 - Present
AG Edwards September 1982 - May 2008
Skills
Financial Advisory
Education
University of Arkansas at Little Rock 1968 — 1972
Bachelor of Arts (BA), Advertising
Raymond James May 2008 - Present
AG Edwards September 1982 - May 2008
Skills
Financial Advisory
Education
University of Arkansas at Little Rock 1968 — 1972
Bachelor of Arts (BA), Advertising
Max Winchester Max Winchester's Raymond James Experience May 2013 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James May 2013 - Present
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Financial Services, Investment Advisory, Financial Advisory, Retirement Planning, Financial Analysis, Asset Allocation, Securities, Investments, Mutual Funds
Education
University of Central Oklahoma 2007 — 2012
Bachelor of Business Administration (BBA), Finance
Raymond James May 2013 - Present
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Financial Services, Investment Advisory, Financial Advisory, Retirement Planning, Financial Analysis, Asset Allocation, Securities, Investments, Mutual Funds
Education
University of Central Oklahoma 2007 — 2012
Bachelor of Business Administration (BBA), Finance
Sandro Aristil Sandro Aristil's Raymond James Experience June 2004 - February 2006
Job Business Consultant, District Sales Manager
Industry Human Resources
Experience
ADP September 2014 - Present
Raymond James & Associates, Inc May 2007 - August 2014
Heritage Family of Funds - Raymond James February 2006 - May 2007
Raymond James June 2004 - February 2006
Skills
Relationship Management, Asset Allocation, Business Development, Mutual Funds, Series 63, Series 7, Investment Strategies, Investment Advisory, Asset Management, Strategic Financial..., Investments, Wealth Management, Wealth Accumulation, Financial Services, Portfolio Management, Retirement Planning, Series 65, Securities, Finance, Equities, Fixed Income, Series 6, Series 24, Separately Managed..., Uniform Combined State..., Investment Management, High Net Worth..., Options, ETFs, 401k, Retirement, Alternative Investments, Bonds, Stocks, Fund Of Funds, Hedge Funds, Wealth Management..., Financial Advisory, Series 4, Series 9, Series 10, Series 53, Client Relations, Financial Planning
Education
Thunderbird School of Global Management 2015 — 2016
Master’s Degree, Global Management
University of South Florida's Muma College of Business 2000 — 2004
BA, Finance
ADP September 2014 - Present
Raymond James & Associates, Inc May 2007 - August 2014
Heritage Family of Funds - Raymond James February 2006 - May 2007
Raymond James June 2004 - February 2006
Skills
Relationship Management, Asset Allocation, Business Development, Mutual Funds, Series 63, Series 7, Investment Strategies, Investment Advisory, Asset Management, Strategic Financial..., Investments, Wealth Management, Wealth Accumulation, Financial Services, Portfolio Management, Retirement Planning, Series 65, Securities, Finance, Equities, Fixed Income, Series 6, Series 24, Separately Managed..., Uniform Combined State..., Investment Management, High Net Worth..., Options, ETFs, 401k, Retirement, Alternative Investments, Bonds, Stocks, Fund Of Funds, Hedge Funds, Wealth Management..., Financial Advisory, Series 4, Series 9, Series 10, Series 53, Client Relations, Financial Planning
Education
Thunderbird School of Global Management 2015 — 2016
Master’s Degree, Global Management
University of South Florida's Muma College of Business 2000 — 2004
BA, Finance
Ben Bailey Ben Bailey's Raymond James Experience June 2006 - Present
Job First Vice President of Investments at Raymond James, Financial Advisor, WMS
Industry Financial Services
Experience
Raymond James June 2006 - Present
UAMS Consortium Board 2012 - Present
LR Hat Club 2011 - Present
Skills
Investments, Retirement Planning, Asset Allocation, Strategic Financial..., Alternative Investments, Portfolio Management, Investment Strategies, 401k, Securities, Retirement, Mutual Funds, Finance, Series 7, Wealth Management, Series 63, Bonds, Equities, Estate Planning, Financial Advisory, Investment Advisory
Education
University of Arkansas at Fayetteville 2002 — 2005
B.S.B.A., Finance with an emphasis on financial management of investments
Catholic High School 1998 — 2002
Raymond James June 2006 - Present
UAMS Consortium Board 2012 - Present
LR Hat Club 2011 - Present
Skills
Investments, Retirement Planning, Asset Allocation, Strategic Financial..., Alternative Investments, Portfolio Management, Investment Strategies, 401k, Securities, Retirement, Mutual Funds, Finance, Series 7, Wealth Management, Series 63, Bonds, Equities, Estate Planning, Financial Advisory, Investment Advisory
Education
University of Arkansas at Fayetteville 2002 — 2005
B.S.B.A., Finance with an emphasis on financial management of investments
Catholic High School 1998 — 2002
Sarah Stallings Sarah Stallings's Raymond James Experience April 2015 - Present
Job Sales Associate at Raymond James
Industry Financial Services
Experience
Raymond James April 2015 - Present
Skills
Customer Service, Financial Analysis, Analytic Thinking, Highly detail oriented, Microsoft Office, Mac, Quality Management, Employee Management
Education
University of Alabama 2010 — 2014
Bachelor’s Degree, Finance/Wealth Management Specialization
Raymond James April 2015 - Present
Skills
Customer Service, Financial Analysis, Analytic Thinking, Highly detail oriented, Microsoft Office, Mac, Quality Management, Employee Management
Education
University of Alabama 2010 — 2014
Bachelor’s Degree, Finance/Wealth Management Specialization
Jeffery Fong Jeffery Fong's Raymond James Experience March 2009 - April 2013
Job Principal Concentrum Wealth Management
Industry Financial Services
Experience
Concentrum Wealth Management April 2013 - Present
Raymond James March 2009 - April 2013
A.G. Edwards April 2006 - March 2009
Smith Barney February 2001 - April 2006
A.G. Edwards October 1996 - February 2001
Skills
Retirement Planning, Strategic Financial..., Wealth Management..., Investments, Portfolio Management, Financial Advisory, Finance, Investment Advisory, Wealth Management, Securities, Financial Services, Financial Planners, Strategy, Estate Planning, Mutual Funds, Series 7, Management, Risk Management, Retirement, Asset Allocation, Mortgage Lending, Fixed Income, 401k, Financial Modeling, Personal Finance, Equities, Certified Financial..., Mergers & Acquisitions, Financial Analysis, Venture Capital, Hedge Funds, Investment Strategies, Series 63, Asset Management, Alternative Investments, Corporate Finance, Separately Managed..., Private Wealth..., Comprehensive Wealth..., Strategic Planning
Education
University of Arkansas 1989 — 1993
BS
Concentrum Wealth Management April 2013 - Present
Raymond James March 2009 - April 2013
A.G. Edwards April 2006 - March 2009
Smith Barney February 2001 - April 2006
A.G. Edwards October 1996 - February 2001
Skills
Retirement Planning, Strategic Financial..., Wealth Management..., Investments, Portfolio Management, Financial Advisory, Finance, Investment Advisory, Wealth Management, Securities, Financial Services, Financial Planners, Strategy, Estate Planning, Mutual Funds, Series 7, Management, Risk Management, Retirement, Asset Allocation, Mortgage Lending, Fixed Income, 401k, Financial Modeling, Personal Finance, Equities, Certified Financial..., Mergers & Acquisitions, Financial Analysis, Venture Capital, Hedge Funds, Investment Strategies, Series 63, Asset Management, Alternative Investments, Corporate Finance, Separately Managed..., Private Wealth..., Comprehensive Wealth..., Strategic Planning
Education
University of Arkansas 1989 — 1993
BS
Steve Fricke Steve Fricke's Raymond James Experience March 2000 - Present
Job Branch Complex Manager at Raymond James
Industry Financial Services
Experience
Raymond James March 2000 - Present
Dreyfus/Mellon Advisors June 1993 - March 2000
Skills
Management, Investments, Finance, Securities, Financial Advisory, Wealth Management, Training, Recruiting, Series 7, Mutual Funds, Series 63, Portfolio Management, Retirement Planning, Asset Allocation, Asset Management, Alternative Investments, Strategic Financial..., Investment Advisory, Equities, FINRA
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Executive Degree, Securities Industry Insitutute
University of Central Florida 1981 — 1986
B.S.B.A., Finance
Raymond James March 2000 - Present
Dreyfus/Mellon Advisors June 1993 - March 2000
Skills
Management, Investments, Finance, Securities, Financial Advisory, Wealth Management, Training, Recruiting, Series 7, Mutual Funds, Series 63, Portfolio Management, Retirement Planning, Asset Allocation, Asset Management, Alternative Investments, Strategic Financial..., Investment Advisory, Equities, FINRA
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Executive Degree, Securities Industry Insitutute
University of Central Florida 1981 — 1986
B.S.B.A., Finance
Andrew Schmitt Andrew Schmitt's Raymond James Experience September 2007 - August 2015
Job Managing Member at Schmitt Wealth Advisers, LLC
Industry Investment Management
Experience
Schmitt Wealth Advisers, LLC August 2015 - Present
Raymond James September 2007 - August 2015
Merrill Lynch July 1992 - September 2007
Education
University of Dayton 1983 — 1987
Bachelor of Science in Business Administration, Finance
Fairport High School
Schmitt Wealth Advisers, LLC August 2015 - Present
Raymond James September 2007 - August 2015
Merrill Lynch July 1992 - September 2007
Education
University of Dayton 1983 — 1987
Bachelor of Science in Business Administration, Finance
Fairport High School
Lindsey Deal Lindsey Deal's Raymond James Experience March 2015 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James March 2015 - Present
Raymond James December 2009 - March 2015
Skills
Financial Planning, Retirement Planning, Investments, Investment Management, Risk Management, College Education..., Estate Planning, Life Insurance, Variable Annuities, Equity Management, Tax Free Income, 529 Plans
Education
University of Alabama
Bachelor's Degree, Financial Planning
Raymond James March 2015 - Present
Raymond James December 2009 - March 2015
Skills
Financial Planning, Retirement Planning, Investments, Investment Management, Risk Management, College Education..., Estate Planning, Life Insurance, Variable Annuities, Equity Management, Tax Free Income, 529 Plans
Education
University of Alabama
Bachelor's Degree, Financial Planning
Chuck Vidalin, CFA's Raymond James Experience November 2010 - August 2014
Job Registered Investment Advisor at Canaccord Genuity Wealth Management (Canada)
Industry Investment Management
Experience
Canaccord Genuity Wealth Management (Canada) August 2014 - Present
Raymond James November 2010 - August 2014
Vidalin Family Foundation October 2005 - October 2010
Carina Investments August 2004 - October 2010
Acetex Corporation May 1996 - September 2004
Skills
Investments, Venture Capital, Portfolio Management, Finance, Negotiation, Mergers & Acquisitions, Mergers, Private Equity, Securities, Management, Financial Advisory
Education
CFA Institute 1999 — 2003
Chartered Financial Analyst, Finance
The University of Calgary 1985 — 1990
B. Commerce, Business
Dr. E. P. Scarlett 1982 — 1985
High School
Canaccord Genuity Wealth Management (Canada) August 2014 - Present
Raymond James November 2010 - August 2014
Vidalin Family Foundation October 2005 - October 2010
Carina Investments August 2004 - October 2010
Acetex Corporation May 1996 - September 2004
Skills
Investments, Venture Capital, Portfolio Management, Finance, Negotiation, Mergers & Acquisitions, Mergers, Private Equity, Securities, Management, Financial Advisory
Education
CFA Institute 1999 — 2003
Chartered Financial Analyst, Finance
The University of Calgary 1985 — 1990
B. Commerce, Business
Dr. E. P. Scarlett 1982 — 1985
High School
Dan Nowell Dan Nowell's Raymond James Experience February 2013 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan April 2002 - February 2013
Skills
Financial Advisory, Securities, Finance, Retirement Planning, Wealth Management, Investments, Mutual Funds, Financial Planning, Retirement, Investment Advisory
Education
University of Central Arkansas 1972 — 1977
Bachelor of Business Administration (BBA)
Raymond James February 2013 - Present
Morgan Keegan April 2002 - February 2013
Skills
Financial Advisory, Securities, Finance, Retirement Planning, Wealth Management, Investments, Mutual Funds, Financial Planning, Retirement, Investment Advisory
Education
University of Central Arkansas 1972 — 1977
Bachelor of Business Administration (BBA)
Louanne Walters's Raymond James Experience December 2007 - January 2010
Job Host and co founder of The Philanthropy Show, a program of MVVP TV, My Video Voice Productions
Industry Marketing and Advertising
Experience
The Philanthropy Show, MVVP TV January 2015 - Present
My Video Voice Productions November 2013 - Present
Community Foundation of Tampa Bay July 2011 - January 2014
Social Media 4 Your Ministry/Message/Method June 2009 - December 2013
First Unity September 2008 - February 2013
Community Tampa Bay 2010 - 2011
Raymond James December 2007 - January 2010
FDN Communications January 2007 - November 2007
T-Mobile October 2000 - March 2004
Royal Caribbean International November 1996 - March 2000
Skills
Social Media, Customer Relations, Strategic Planning, Fundraising, New Business Development, Operations Management, Copywriting, Copy Editing, Marketing Strategy, Marketing Communications, online marketing, Communications Strategy, Corporate Communications, Community Relations, Social Media Marketing, Media Production, Video Production, Video Editing, Videographer, Event Management, Event Planning, Special Events, Newsletter Writing, Speech Writing, Creative Writing, Social Media Consulting, Social Marketing, Social Skills, Social Networking, Media Relations, Public Speaking, Motivational Speaking, Dynamic Speaker, Engaging Speaker, Consulting
Education
Trinity University 1986 — 1990
BA, Mass Communications and Poli Sci
The Philanthropy Show, MVVP TV January 2015 - Present
My Video Voice Productions November 2013 - Present
Community Foundation of Tampa Bay July 2011 - January 2014
Social Media 4 Your Ministry/Message/Method June 2009 - December 2013
First Unity September 2008 - February 2013
Community Tampa Bay 2010 - 2011
Raymond James December 2007 - January 2010
FDN Communications January 2007 - November 2007
T-Mobile October 2000 - March 2004
Royal Caribbean International November 1996 - March 2000
Skills
Social Media, Customer Relations, Strategic Planning, Fundraising, New Business Development, Operations Management, Copywriting, Copy Editing, Marketing Strategy, Marketing Communications, online marketing, Communications Strategy, Corporate Communications, Community Relations, Social Media Marketing, Media Production, Video Production, Video Editing, Videographer, Event Management, Event Planning, Special Events, Newsletter Writing, Speech Writing, Creative Writing, Social Media Consulting, Social Marketing, Social Skills, Social Networking, Media Relations, Public Speaking, Motivational Speaking, Dynamic Speaker, Engaging Speaker, Consulting
Education
Trinity University 1986 — 1990
BA, Mass Communications and Poli Sci
Doug Lee,CFP®, LUTCF, REBC Doug Lee,CFP®, LUTCF, REBC's Raymond James Experience January 1999 - Present
Job Senior Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James January 1999 - Present
Education
Troy University 1977 — 1982
Bachelor of Science (BS), Marketing
Raymond James January 1999 - Present
Education
Troy University 1977 — 1982
Bachelor of Science (BS), Marketing
Charlie Nemes's Raymond James Experience 2008 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James 2008 - Present
Bank of America Merrill Lynch 1987 - 2008
Nemes, Allen & Co 1983 - 1987
Deloitte 1979 - 1983
Education
University of Detroit Mercy
Bachelor of Applied Science (BASc), Accounting
Raymond James 2008 - Present
Bank of America Merrill Lynch 1987 - 2008
Nemes, Allen & Co 1983 - 1987
Deloitte 1979 - 1983
Education
University of Detroit Mercy
Bachelor of Applied Science (BASc), Accounting
David Shim David Shim's Raymond James Experience 2012 - Present
Job
Industry Investment Banking
Experience
Raymond James 2012 - Present
Skills
Investment Banking, Financial Modeling, IPO, Valuation, Corporate Finance, Financial Analysis, Business Strategy, Capital Markets, Finance, Due Diligence, Accounting, Financial Advisory, Venture Capital, Capital IQ, Semiconductors, Mergers & Acquisitions, Optical Communications, Cross-team Collaboration, Internet, DCF, Web Video
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts
Raymond James 2012 - Present
Skills
Investment Banking, Financial Modeling, IPO, Valuation, Corporate Finance, Financial Analysis, Business Strategy, Capital Markets, Finance, Due Diligence, Accounting, Financial Advisory, Venture Capital, Capital IQ, Semiconductors, Mergers & Acquisitions, Optical Communications, Cross-team Collaboration, Internet, DCF, Web Video
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts
Sonya Gelb Sonya Gelb's Raymond James Experience March 2011 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James March 2011 - Present
Morgan Stanley Smith Barney May 1989 - March 2011
Drexel Burnham Lambert May 1987 - May 1989
Skills
Investments, Securities, Wealth Management, Portfolio Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Investment Strategies, Asset Allocation, Series 63, Retirement, Alternative Investments, Series 9, Series 10, Series 3
Education
University of Florida
Raymond James March 2011 - Present
Morgan Stanley Smith Barney May 1989 - March 2011
Drexel Burnham Lambert May 1987 - May 1989
Skills
Investments, Securities, Wealth Management, Portfolio Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Investment Strategies, Asset Allocation, Series 63, Retirement, Alternative Investments, Series 9, Series 10, Series 3
Education
University of Florida
David Delahunt's Raymond James Experience July 2012 - May 2013
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2015 - Present
Raymond James July 2012 - May 2013
Burkenroad Reports January 2012 - May 2012
Skills
Thomson One Banker, Bloomberg, Equity Research, Financial Modeling, Cash Flow Forecasting, Valuation, Financial Analysis, Equities, Research, Stata, Investment Banking
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master of Management in Energy
Tulane University 2009 — 2013
BSM, Finance (Energy Specialization)
University School of Milwaukee 2005 — 2009
Robert W. Baird & Co. May 2015 - Present
Raymond James July 2012 - May 2013
Burkenroad Reports January 2012 - May 2012
Skills
Thomson One Banker, Bloomberg, Equity Research, Financial Modeling, Cash Flow Forecasting, Valuation, Financial Analysis, Equities, Research, Stata, Investment Banking
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master of Management in Energy
Tulane University 2009 — 2013
BSM, Finance (Energy Specialization)
University School of Milwaukee 2005 — 2009
Tracie Wallace Brown's Raymond James Experience March 1999 - January 2013
Job VP tfi sales at Stephens Inc.
Industry Investment Management
Experience
Stephens Inc. February 2013 - Present
Raymond James March 1999 - January 2013
Stephens Inc. September 1989 - January 1996
T.J. Raney & Sons 1983 - 1989
Skills
MBS, Series 7, Fixed Income, Investments, Securities, Portfolio Management, Series 63, Equities, Wealth Management, Asset Managment, Bloomberg, Mutual Funds, Asset Allocation, Alternative Investments, Bonds, Capital Markets
Education
University of Arkansas at Little Rock 1979 — 1983
BS finance, business fianace
Mount Saint Mary Academy
Stephens Inc. February 2013 - Present
Raymond James March 1999 - January 2013
Stephens Inc. September 1989 - January 1996
T.J. Raney & Sons 1983 - 1989
Skills
MBS, Series 7, Fixed Income, Investments, Securities, Portfolio Management, Series 63, Equities, Wealth Management, Asset Managment, Bloomberg, Mutual Funds, Asset Allocation, Alternative Investments, Bonds, Capital Markets
Education
University of Arkansas at Little Rock 1979 — 1983
BS finance, business fianace
Mount Saint Mary Academy
Matthew Laird's Raymond James Experience June 2001 - Present
Job Financial Advisor, Investments
Industry Financial Services
Experience
Raymond James June 2001 - Present
First Light October 2014 - Present
Education
University of Alabama 1998 — 2000
Raymond James June 2001 - Present
First Light October 2014 - Present
Education
University of Alabama 1998 — 2000
Lydia Murphy's Raymond James Experience February 2013 - Present
Job Complex Administrative Manager at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Raymond James August 2007 - February 2013
Skills
Series 7, Finance
Education
University of Central Florida - College of Business Administration 2001 — 2007
Finance
Raymond James February 2013 - Present
Raymond James August 2007 - February 2013
Skills
Series 7, Finance
Education
University of Central Florida - College of Business Administration 2001 — 2007
Finance
Edward Sarrine, CFA Edward Sarrine, CFA's Raymond James Experience 2009 - 2011
Job Sr. Analyst Business Analytics and Strategy at Intuitive Surgical
Industry Capital Markets
Experience
RBC Capital Markets 2011 - 2012
Raymond James 2009 - 2011
Raymond James May 2008 - August 2008
Sentinel Investments May 2007 - August 2007
Bramwell Capital Management May 2006 - August 2006
Skills
Equity Research, Investments, Equities, Equity Valuation, Valuation, Financial Modeling, Bloomberg, Sell Side, Capital Markets, Investment Strategies, DCF, Corporate Finance, Mutual Funds, Stock Picking, Series 7, Investment Banking, Industry Research, Financial Analysis, Portfolio Management, Fixed Income, Value Investing, Bloomberg Terminal, Quantitative Analytics, Due Diligence, Venture Capital, Chartered Financial..., Hedge Funds, Derivatives, Investment Management, Buy-side, Securities, Finance, Analysis, Asset Allocation, Asset Management, Alternative Investments, Stocks, Fundamental Analysis, Private Equity, Data Analysis, Tableau, SQL
Education
University of Florida 2005 — 2009
MS, Finance
University of Florida
Bachelor of Science (BS), Finance
RBC Capital Markets 2011 - 2012
Raymond James 2009 - 2011
Raymond James May 2008 - August 2008
Sentinel Investments May 2007 - August 2007
Bramwell Capital Management May 2006 - August 2006
Skills
Equity Research, Investments, Equities, Equity Valuation, Valuation, Financial Modeling, Bloomberg, Sell Side, Capital Markets, Investment Strategies, DCF, Corporate Finance, Mutual Funds, Stock Picking, Series 7, Investment Banking, Industry Research, Financial Analysis, Portfolio Management, Fixed Income, Value Investing, Bloomberg Terminal, Quantitative Analytics, Due Diligence, Venture Capital, Chartered Financial..., Hedge Funds, Derivatives, Investment Management, Buy-side, Securities, Finance, Analysis, Asset Allocation, Asset Management, Alternative Investments, Stocks, Fundamental Analysis, Private Equity, Data Analysis, Tableau, SQL
Education
University of Florida 2005 — 2009
MS, Finance
University of Florida
Bachelor of Science (BS), Finance
Mark Schlig's Raymond James Experience January 2008 - Present
Job Vice Presidents, Investments at Raymond James 608 Silver Spur Rd. Suite 380 Rolling Hills Estates, CA 90274
Industry Financial Services
Experience
Raymond James January 2008 - Present
Education
UCLA 1978 — 1982
Journalism, Math, Business
Raymond James January 2008 - Present
Education
UCLA 1978 — 1982
Journalism, Math, Business
Chris McRae's Raymond James Experience February 2013 - Present
Job Associate Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan January 2008 - February 2013
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Portfolio Management, Retirement, Fixed Annuities, Insurance, Financial Analysis, Estate Planning
Education
University of Alabama 1998 — 2002
Bachelor of Business Administration (BBA), International Finance
Raymond James February 2013 - Present
Morgan Keegan January 2008 - February 2013
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Portfolio Management, Retirement, Fixed Annuities, Insurance, Financial Analysis, Estate Planning
Education
University of Alabama 1998 — 2002
Bachelor of Business Administration (BBA), International Finance
Denia Pelayo's Raymond James Experience July 2013 - Present
Job Assessment Manager at Raymond James
Industry Human Resources
Experience
Raymond James July 2013 - Present
Southern California Edison February 2010 - Present
Southern California Edison June 2007 - February 2010
Darden Restaurants June 2006 - June 2007
Best Buddies 2002 - 2006
Skills
360 Feedback, Job Analysis, Organizational..., Talent Management, Workforce Planning, Talent Acquisition, Succession Planning, Employee Engagement, Leadership Development, Assessment Center, Performance Management, Executive Coaching, Organizational Design, Onboarding, Training Delivery, Needs Analysis, Human Resources, Employee Training, HR Consulting, Instructional Design, Recruiting, Organizational..., Career Development, Performance Improvement, Personnel Management, Interviews, Training, Employee Relations, HRIS, Job Evaluation, Workshop Facilitation
Education
University of Central Florida 2005 — 2007
MS, Industrial/Organizational Psychology
University of Central Florida
BS, Psychology, Minor Legal Studies
Raymond James July 2013 - Present
Southern California Edison February 2010 - Present
Southern California Edison June 2007 - February 2010
Darden Restaurants June 2006 - June 2007
Best Buddies 2002 - 2006
Skills
360 Feedback, Job Analysis, Organizational..., Talent Management, Workforce Planning, Talent Acquisition, Succession Planning, Employee Engagement, Leadership Development, Assessment Center, Performance Management, Executive Coaching, Organizational Design, Onboarding, Training Delivery, Needs Analysis, Human Resources, Employee Training, HR Consulting, Instructional Design, Recruiting, Organizational..., Career Development, Performance Improvement, Personnel Management, Interviews, Training, Employee Relations, HRIS, Job Evaluation, Workshop Facilitation
Education
University of Central Florida 2005 — 2007
MS, Industrial/Organizational Psychology
University of Central Florida
BS, Psychology, Minor Legal Studies
Ben Cherniavsky's Raymond James Experience July 1998 - Present
Job Managing Director; Head of Industrials Research
Industry Investment Banking
Experience
Raymond James July 1998 - Present
Skills
Equities, Valuation, Capital Markets, Corporate Finance, Equity Research, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Private Equity
Education
University of Alberta 1989 — 1994
BA, Economics
Ross Shepherd
Ross Shepherd
Raymond James July 1998 - Present
Skills
Equities, Valuation, Capital Markets, Corporate Finance, Equity Research, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Private Equity
Education
University of Alberta 1989 — 1994
BA, Economics
Ross Shepherd
Ross Shepherd
Scott Rayburn's Raymond James Experience 2002 - Present
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James 2002 - Present
Skills
Marketing Strategy, Asset Management, Finance, Investments, Portfolio Management, Financial Advisory, Securities, Wealth Management, Team Building, Insurance, Asset Allocation, Series 7, Mergers & Acquisitions, Customer Service, Marketing, Investment Strategies, Strategic Planning, Investment Advisory, Series 63, Retirement, Retirement Planning, Budgets
Education
University of Florida 1973 — 1977
Raymond James 2002 - Present
Skills
Marketing Strategy, Asset Management, Finance, Investments, Portfolio Management, Financial Advisory, Securities, Wealth Management, Team Building, Insurance, Asset Allocation, Series 7, Mergers & Acquisitions, Customer Service, Marketing, Investment Strategies, Strategic Planning, Investment Advisory, Series 63, Retirement, Retirement Planning, Budgets
Education
University of Florida 1973 — 1977
James Condren's Raymond James Experience January 2005 - May 2006
Job Software Development Consultant
Industry Information Technology and Services
Experience
Homeowners Choice Property & Casualty Insurance Company, Inc. April 2013 - Present
Chase Paymentech November 2007 - April 2013
Robert Half Technology June 2007 - November 2007
Kanes Furniture June 2006 - June 2007
Raymond James January 2005 - May 2006
Skills
Software Project..., Software Development, .NET, C#, Web Applications, Oracle, Microsoft SQL Server, Management, SDLC, Business Analysis, PL/SQL, Web Services, Perl, Windows, Business Intelligence, SharePoint, Agile Methodologies, Integration, Requirements Analysis, Visio, SQL, Enterprise Architecture, VB.NET, Database Design
Education
University of Georgia - Terry College of Business 2000 — 2003
MBA, Finance
University at Buffalo 1982 — 1987
BS, Biology, Computer Sciences
Homeowners Choice Property & Casualty Insurance Company, Inc. April 2013 - Present
Chase Paymentech November 2007 - April 2013
Robert Half Technology June 2007 - November 2007
Kanes Furniture June 2006 - June 2007
Raymond James January 2005 - May 2006
Skills
Software Project..., Software Development, .NET, C#, Web Applications, Oracle, Microsoft SQL Server, Management, SDLC, Business Analysis, PL/SQL, Web Services, Perl, Windows, Business Intelligence, SharePoint, Agile Methodologies, Integration, Requirements Analysis, Visio, SQL, Enterprise Architecture, VB.NET, Database Design
Education
University of Georgia - Terry College of Business 2000 — 2003
MBA, Finance
University at Buffalo 1982 — 1987
BS, Biology, Computer Sciences
Douglas Beck's Raymond James Experience 1993 - 1998
Job Fidelity Investments SVP, Investment Grade Fixed Income Investment Product Group
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Deutsche Bank August 2006 - September 2013
UBS Global Asset Management 2002 - 2007
Merrill Lynch 1998 - 2002
Raymond James 1993 - 1998
Raymond James Financial 1990 - 1998
Skills
Derivatives, Investment Advisory, Investment Management, Mutual Funds, Portfolio Management
Education
University of California, Berkeley 1985 — 1989
BS, Finance
University of California, Berkeley, Haas School of Business
Fidelity Investments October 2013 - Present
Deutsche Bank August 2006 - September 2013
UBS Global Asset Management 2002 - 2007
Merrill Lynch 1998 - 2002
Raymond James 1993 - 1998
Raymond James Financial 1990 - 1998
Skills
Derivatives, Investment Advisory, Investment Management, Mutual Funds, Portfolio Management
Education
University of California, Berkeley 1985 — 1989
BS, Finance
University of California, Berkeley, Haas School of Business
Kurt Jordan's Raymond James Experience February 2000 - September 2005
Job Owner, www.mosquitocurtains.com
Industry Consumer Goods
Experience
www.mosquitocurtains.com June 2004 - Present
Clear Vinyl Curtains / Mosquito Curtains 2004 - 2014
Raymond James February 2000 - September 2005
Lehman Brothers February 1992 - February 2000
C&S Bank 1988 - 1992
Salomon Brothers August 1986 - February 1988
Skills
You name it, I can do it, Fixed Income, Sales, Risk Management, Mortgage Lending, Business Strategy, New Business Development, Business Development, Entrepreneurship, Start-ups, Negotiation, Project Management, Account Management, Marketing Communications, Online Advertising, Mosquito Curtains, Clear Vinyl Winter...
Education
University of California, Berkeley - Walter A. Haas School of Business 1981 — 1986
MBA, Finance / Economics
Bishop Montgomery HS 1974 — 1978
Daydreamer's 101, bluesky
www.mosquitocurtains.com June 2004 - Present
Clear Vinyl Curtains / Mosquito Curtains 2004 - 2014
Raymond James February 2000 - September 2005
Lehman Brothers February 1992 - February 2000
C&S Bank 1988 - 1992
Salomon Brothers August 1986 - February 1988
Skills
You name it, I can do it, Fixed Income, Sales, Risk Management, Mortgage Lending, Business Strategy, New Business Development, Business Development, Entrepreneurship, Start-ups, Negotiation, Project Management, Account Management, Marketing Communications, Online Advertising, Mosquito Curtains, Clear Vinyl Winter...
Education
University of California, Berkeley - Walter A. Haas School of Business 1981 — 1986
MBA, Finance / Economics
Bishop Montgomery HS 1974 — 1978
Daydreamer's 101, bluesky
Shomari Edwards's Raymond James Experience May 2004 - July 2004
Job Mult Func Fin Analyst Stf. at Lockheed Martin Corp.
Industry Defense & Space
Experience
Lockheed Martin Corp. September 2006 - Present
Urban Electric, Inc January 2006 - September 2006
Raymond James May 2004 - July 2004
Skills
Financial Analysis, Data Analysis, Process Improvement, Microsoft Excel, Government Contracting, Microsoft Office, Research, PowerPoint, Proposal Writing, Security Clearance, DoD, Analysis, Accounting, Budgets, Finance, Microsoft Word, Access
Education
University of Central Florida - College of Business Administration 2005 — 2006
Master of Business Administration (M.B.A.), Finance and Economics
University of Central Florida 2001 — 2005
Bachelor of Science (B.S.), Finance, General
University of Central Florida 2001 — 2005
Bachelor of Science (B.S.), Economics
Lockheed Martin Corp. September 2006 - Present
Urban Electric, Inc January 2006 - September 2006
Raymond James May 2004 - July 2004
Skills
Financial Analysis, Data Analysis, Process Improvement, Microsoft Excel, Government Contracting, Microsoft Office, Research, PowerPoint, Proposal Writing, Security Clearance, DoD, Analysis, Accounting, Budgets, Finance, Microsoft Word, Access
Education
University of Central Florida - College of Business Administration 2005 — 2006
Master of Business Administration (M.B.A.), Finance and Economics
University of Central Florida 2001 — 2005
Bachelor of Science (B.S.), Finance, General
University of Central Florida 2001 — 2005
Bachelor of Science (B.S.), Economics
Jonathan Coker's Raymond James Experience January 2009 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James January 2009 - Present
Merrill Lynch April 2006 - January 2009
Morgan Stanley December 2004 - April 2006
Morgan Stanley March 2004 - December 2004
Skills
Series 7, Strategic Financial..., Estate Planning, Retirement, Investments, Life Insurance, Wealth Management..., Financial Goals, Insurance, 401k Rollovers, Retirement Planning, IRAs, Wealth Management, ETFs, Mutual Funds, 401k, Fixed Annuities, Equities, Investment Strategies
Education
University of Arkansas at Little Rock 2003 — 2004
MBA, Finance and Investments
University of Central Arkansas 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Raymond James January 2009 - Present
Merrill Lynch April 2006 - January 2009
Morgan Stanley December 2004 - April 2006
Morgan Stanley March 2004 - December 2004
Skills
Series 7, Strategic Financial..., Estate Planning, Retirement, Investments, Life Insurance, Wealth Management..., Financial Goals, Insurance, 401k Rollovers, Retirement Planning, IRAs, Wealth Management, ETFs, Mutual Funds, 401k, Fixed Annuities, Equities, Investment Strategies
Education
University of Arkansas at Little Rock 2003 — 2004
MBA, Finance and Investments
University of Central Arkansas 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Charlene Kujawa, CISA's Raymond James Experience April 2014 - July 2014
Job Associate Manager at BristolMyers Squibb
Industry Information Technology and Services
Experience
Raymond James April 2014 - July 2014
TECO Energy August 2013 - February 2014
TECO Energy July 2011 - October 2012
Aegon September 2007 - July 2010
City of Tampa March 2005 - August 2007
Assurant Solutions April 2004 - March 2005
Various Consulting Positions November 2002 - March 2004
Price Waterhouse Coopers March 2000 - January 2002
Progress Energy May 1998 - March 2000
Skills
IT Audit, Financial Risk, Internal Controls, Auditing, Disaster Recovery, Process Improvement, Access, Business Analysis, Enterprise Risk..., Internal Audit, Risk Management, Sarbanes-Oxley Act, IT Management, Information Security, Security, Sarbanes-Oxley, CISA, Information Technology, Information Security..., Security Audits, Business Continuity, Software Documentation, Governance, Change Management, CISSP, SAS70
Education
University at Buffalo
BS, Computer Information Systems
Raymond James April 2014 - July 2014
TECO Energy August 2013 - February 2014
TECO Energy July 2011 - October 2012
Aegon September 2007 - July 2010
City of Tampa March 2005 - August 2007
Assurant Solutions April 2004 - March 2005
Various Consulting Positions November 2002 - March 2004
Price Waterhouse Coopers March 2000 - January 2002
Progress Energy May 1998 - March 2000
Skills
IT Audit, Financial Risk, Internal Controls, Auditing, Disaster Recovery, Process Improvement, Access, Business Analysis, Enterprise Risk..., Internal Audit, Risk Management, Sarbanes-Oxley Act, IT Management, Information Security, Security, Sarbanes-Oxley, CISA, Information Technology, Information Security..., Security Audits, Business Continuity, Software Documentation, Governance, Change Management, CISSP, SAS70
Education
University at Buffalo
BS, Computer Information Systems
Kim Privor's Raymond James Experience November 1999 - April 2003
Job Salesperson at TTR Sotheby’s International Realty
Industry Real Estate
Experience
TTR Sotheby’s International Realty August 2012 - Present
Coldwell Banker Residential Brokerage April 2003 - August 2012
Raymond James November 1999 - April 2003
Banana Republic September 1995 - February 1999
Skills
Real Estate, Investment Properties, Investors, Sellers, Selling, Negotiation, Valuation, Location Intelligence, First Time Home Buyers, Buyers, Home Staging, Condos, Single Family Homes, Short Sales, Luxury, Buyer Representation, Residential Homes, Referrals, Leases, Foreclosures, Real Estate Transactions, Investments, Listings, Move Up Buyers, Real Estate Development, Relocation
Education
Tulane University 1991 — 1995
Bachelor of Arts, Spanish, Latin American Studies
TTR Sotheby’s International Realty August 2012 - Present
Coldwell Banker Residential Brokerage April 2003 - August 2012
Raymond James November 1999 - April 2003
Banana Republic September 1995 - February 1999
Skills
Real Estate, Investment Properties, Investors, Sellers, Selling, Negotiation, Valuation, Location Intelligence, First Time Home Buyers, Buyers, Home Staging, Condos, Single Family Homes, Short Sales, Luxury, Buyer Representation, Residential Homes, Referrals, Leases, Foreclosures, Real Estate Transactions, Investments, Listings, Move Up Buyers, Real Estate Development, Relocation
Education
Tulane University 1991 — 1995
Bachelor of Arts, Spanish, Latin American Studies
David Henwood, CFA's Raymond James Experience July 1994 - April 1997
Job Senior Vice President Financial Advisor, Senior Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 1999 - Present
Raymond James July 1994 - April 1997
Education
University of Florida - Warrington College of Business Administration 1998 — 1999
MBA, Finance, Security Analysis, Entrepreneurship
University of Florida 1990 — 1994
RBC Wealth Management June 1999 - Present
Raymond James July 1994 - April 1997
Education
University of Florida - Warrington College of Business Administration 1998 — 1999
MBA, Finance, Security Analysis, Entrepreneurship
University of Florida 1990 — 1994
Megan Repine's Raymond James Experience June 2008 - October 2010
Job VP Equity Research Analyst at FBR Capital Markets
Industry Capital Markets
Robert Scherzer's Raymond James Experience March 2014 - Present
Job President at Ridge Retirement Consultants, LLC
Industry Financial Services
Experience
Ridge Retirement Consultants, LLC March 2014 - Present
Raymond James March 2014 - Present
Principal Financial Group 1988 - March 2014
Education
University at Albany, SUNY
Ridge Retirement Consultants, LLC March 2014 - Present
Raymond James March 2014 - Present
Principal Financial Group 1988 - March 2014
Education
University at Albany, SUNY
Edwin Waingart, CIMA®, CFP®'s Raymond James Experience February 2013 - Present
Job Senior Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James February 2013 - Present
Education
State University of New York at Buffalo
Bachelor of Science (B.S.)
Raymond James February 2013 - Present
Education
State University of New York at Buffalo
Bachelor of Science (B.S.)
Sylvia Chisholm, PMP, CSSGB's Raymond James Experience September 2009 - March 2010
Job Senior Project Manager at Federal Reserve Information Technology
Industry Financial Services
Experience
Federal Reserve Information Technology May 2014 - Present
ruota consulting limited February 2014 - April 2014
Strategic Staffing Solutions (Capital One) November 2012 - November 2013
Allianz Global Assistance (UDig through February, 2012) February 2011 - November 2012
Wells Fargo Advisors, LLC April 2010 - February 2011
Raymond James September 2009 - March 2010
WACHOVIA SECURITIES, LLC February 2004 - November 2008
Skills
SDLC, Project Management, Process Engineering, Financial Analysis, Six Sigma, Leadership, Marketing, Database Administration, Customer Service, Strategy, Databases, Functional Requirements, Networking, Recruiting, Sales
Education
Villanova University 2011 — 2011
Advanced Masters Certificate in Applied Project Management, Project Management, Resource allocation, A
Project Management Institute 2009 — 2009
PMP, Project Management
Villanova University 2008 — 2009
SSGB, Six Sigma Green Belt
ECPI Technical College 2001 — 2003
Associate of Applied Science, Web Development
University of Virginia 1987 — 1989
Bachelor of Science, Commerce; Finance
Universidad de Salamanca 1987 — 1987
Spanish
Federal Reserve Information Technology May 2014 - Present
ruota consulting limited February 2014 - April 2014
Strategic Staffing Solutions (Capital One) November 2012 - November 2013
Allianz Global Assistance (UDig through February, 2012) February 2011 - November 2012
Wells Fargo Advisors, LLC April 2010 - February 2011
Raymond James September 2009 - March 2010
WACHOVIA SECURITIES, LLC February 2004 - November 2008
Skills
SDLC, Project Management, Process Engineering, Financial Analysis, Six Sigma, Leadership, Marketing, Database Administration, Customer Service, Strategy, Databases, Functional Requirements, Networking, Recruiting, Sales
Education
Villanova University 2011 — 2011
Advanced Masters Certificate in Applied Project Management, Project Management, Resource allocation, A
Project Management Institute 2009 — 2009
PMP, Project Management
Villanova University 2008 — 2009
SSGB, Six Sigma Green Belt
ECPI Technical College 2001 — 2003
Associate of Applied Science, Web Development
University of Virginia 1987 — 1989
Bachelor of Science, Commerce; Finance
Universidad de Salamanca 1987 — 1987
Spanish
Charles Uhrig's Raymond James Experience June 1988 - Present
Job Managing DirectorHead of Communications Services Investment Banking
Industry Investment Banking
Experience
Raymond James June 1988 - Present
PwC June 1981 - August 1986
Education
Wharton School, University of Pennsylvania 1986 — 1988
MBA-with Distinction, Finance
University of Florida 1977 — 1981
Bachelors of Science-Honors, Accounting
Raymond James June 1988 - Present
PwC June 1981 - August 1986
Education
Wharton School, University of Pennsylvania 1986 — 1988
MBA-with Distinction, Finance
University of Florida 1977 — 1981
Bachelors of Science-Honors, Accounting
Randy Bower's Raymond James Experience April 2010 - Present
Job Financial Advisor
Industry Investment Management
Experience
Raymond James April 2010 - Present
Wachovia, A Wells Fargo Company 2005 - 2010
Skills
Series 63, Portfolio Management, Investments, Risk Management, Retirement Planning, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, Asset Management, Strategic Financial..., Securities, Loans, Banking, Financial Advisory, Financial Planning, Series 7, Financial Services, Insurance, Estate Planning
Education
Tulane University 1985 — 1989
Economics
University of Pennsylvania 1987 — 1988
The Haverford School 1980 — 1984
Raymond James April 2010 - Present
Wachovia, A Wells Fargo Company 2005 - 2010
Skills
Series 63, Portfolio Management, Investments, Risk Management, Retirement Planning, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, Asset Management, Strategic Financial..., Securities, Loans, Banking, Financial Advisory, Financial Planning, Series 7, Financial Services, Insurance, Estate Planning
Education
Tulane University 1985 — 1989
Economics
University of Pennsylvania 1987 — 1988
The Haverford School 1980 — 1984
Jason Williams, MBA's Raymond James Experience March 2007 - October 2013
Job Manager, Business Technology at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. November 2013 - Present
Raymond James March 2007 - October 2013
Raymond James Financial Inc. January 2006 - March 2007
Skills
Process Improvement, ITIL, System Administration, Business Process..., Visio, Requirements Analysis, Vendor Management, Testing, Troubleshooting, Microsoft SQL Server, Quality Assurance, Disaster Recovery, Integration, Analysis, Software Development, Customer Service, Management, Databases, Series 7, Member of Toastmasters, Problem Management, Incident Management, Major Incident..., Java, HTML, CSS, Ruby
Education
University of Tampa - John H. Sykes College of Business 2009 — 2012
Master of Business Administration (M.B.A.)
University of Tampa - John H. Sykes College of Business 2009 — 2012
Master of Science (M.S.), Finance, General
University of Central Florida 1999 — 2002
Bachelor of Science (B.S.), Liberal Studies\Computer Information Technology
Raymond James Financial Inc. November 2013 - Present
Raymond James March 2007 - October 2013
Raymond James Financial Inc. January 2006 - March 2007
Skills
Process Improvement, ITIL, System Administration, Business Process..., Visio, Requirements Analysis, Vendor Management, Testing, Troubleshooting, Microsoft SQL Server, Quality Assurance, Disaster Recovery, Integration, Analysis, Software Development, Customer Service, Management, Databases, Series 7, Member of Toastmasters, Problem Management, Incident Management, Major Incident..., Java, HTML, CSS, Ruby
Education
University of Tampa - John H. Sykes College of Business 2009 — 2012
Master of Business Administration (M.B.A.)
University of Tampa - John H. Sykes College of Business 2009 — 2012
Master of Science (M.S.), Finance, General
University of Central Florida 1999 — 2002
Bachelor of Science (B.S.), Liberal Studies\Computer Information Technology
Adam Lustig's Raymond James Experience August 2008 - Present
Job Equity Trader Energy
Industry Capital Markets
Experience
Raymond James August 2008 - Present
Bear Stearns October 1989 - June 2008
Education
University at Albany, SUNY 1984 — 1988
BS, Economics
Raymond James August 2008 - Present
Bear Stearns October 1989 - June 2008
Education
University at Albany, SUNY 1984 — 1988
BS, Economics
R Sloan Yadley, CFA's Raymond James Experience December 2010 - October 2011
Job Credit Risk Officer at Raymond James
Industry Banking
Experience
Raymond James Financial Inc. October 2011 - Present
Raymond James December 2010 - October 2011
Education
Tulane University 2002 — 2006
Undergraduate, Finance, Management
University of Southern California 2005 — 2005
Raymond James Financial Inc. October 2011 - Present
Raymond James December 2010 - October 2011
Education
Tulane University 2002 — 2006
Undergraduate, Finance, Management
University of Southern California 2005 — 2005
Brian Trujillo, CFP®'s Raymond James Experience April 2012 - Present
Job Vice President Investments
Industry Investment Management
Experience
Raymond James April 2012 - Present
Morgan Stanley October 2000 - April 2012
Skills
Retirement Planning, Personal Financial..., Investment Advisory, Wealth Management, Investments, Securities, Financial Advisory, Retirement, Finance, Asset Allocation, Series 7, Mutual Funds, Portfolio Management
Education
University of Denver - Daniels College of Business 2015 — 2019
BSBA (Cum Laude), Finance
University of Denver
Raymond James April 2012 - Present
Morgan Stanley October 2000 - April 2012
Skills
Retirement Planning, Personal Financial..., Investment Advisory, Wealth Management, Investments, Securities, Financial Advisory, Retirement, Finance, Asset Allocation, Series 7, Mutual Funds, Portfolio Management
Education
University of Denver - Daniels College of Business 2015 — 2019
BSBA (Cum Laude), Finance
University of Denver
Gregory Sowada's Raymond James Experience July 1987 - June 1995
Job Accounting & Finance Professional
Industry Accounting
Experience
Ajilon Finance Solutions November 2008 - Present
J. Berry & Company, Inc. March 2006 - June 2008
GMAC Commercial Mortgage January 2002 - January 2006
Julian LeCraw & Company September 2000 - December 2001
Provident Capital Funding June 1995 - August 2000
Raymond James July 1987 - June 1995
Spence Marston & Bunch, CPAs May 1986 - July 1987
Cherry, Bekaert & Holland September 1982 - April 1986
Education
University of Florida 1980 — 1982
B.S., Accounting
St. Petersburg Junior College 1978 — 1980
A.A., Accounting
Ajilon Finance Solutions November 2008 - Present
J. Berry & Company, Inc. March 2006 - June 2008
GMAC Commercial Mortgage January 2002 - January 2006
Julian LeCraw & Company September 2000 - December 2001
Provident Capital Funding June 1995 - August 2000
Raymond James July 1987 - June 1995
Spence Marston & Bunch, CPAs May 1986 - July 1987
Cherry, Bekaert & Holland September 1982 - April 1986
Education
University of Florida 1980 — 1982
B.S., Accounting
St. Petersburg Junior College 1978 — 1980
A.A., Accounting
Carrie Cahill-Asher's Raymond James Experience April 2008 - Present
Job First Vice President, Investments
Industry Financial Services
Experience
Raymond James April 2008 - Present
Smith Barney November 1983 - April 2008
Education
University of California, Los Angeles 1971 — 1976
BA, Psycho-biology
Wilson High School
Raymond James April 2008 - Present
Smith Barney November 1983 - April 2008
Education
University of California, Los Angeles 1971 — 1976
BA, Psycho-biology
Wilson High School
Lee Schierloh's Raymond James Experience February 2011 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2011 - Present
USCGA 2004 - 2012
Smith Barney January 2004 - February 2011
McDonald Investments March 1997 - January 2004
Paine Webber January 1988 - March 1997
Education
University of Dayton 1979 — 1983
BA, Political Science/Economics
Homewood Flossmoor HS
College Prep
Raymond James February 2011 - Present
USCGA 2004 - 2012
Smith Barney January 2004 - February 2011
McDonald Investments March 1997 - January 2004
Paine Webber January 1988 - March 1997
Education
University of Dayton 1979 — 1983
BA, Political Science/Economics
Homewood Flossmoor HS
College Prep
Amanda Tumulty's Raymond James Experience July 2007 - September 2007
Job Finance & Entertainment
Industry Broadcast Media
Experience
NBCUniversal, Inc. 2014 - Present
Consultant September 2012 - July 2014
Ernst & Young August 2012 - November 2013
Universal Music Group January 2010 - June 2010
Rock+For+Health 2009 - 2009
Raymond James July 2007 - September 2007
Skills
Financial Analysis, Cash Flow Forecasting, Analysis, Investment Banking, Business Valuation, Mergers & Acquisitions, Working Capital..., Mergers, Process Improvement, Strategy, Business Strategy, Supply Chain, Project Management, Business Development, Product Management, Account Management, Manage Client..., Relationship Development, Digital Inventory, Sales Operations, Sales Management, Digital Media, Digital Music Marketing, Social Marketing, Digital Marketing, Marketing Strategy, Management, New Business Development, Entertainment
Education
Union College
BA, Economics
Rumson Fair Haven Regional High School 2004 — 2008
NBCUniversal, Inc. 2014 - Present
Consultant September 2012 - July 2014
Ernst & Young August 2012 - November 2013
Universal Music Group January 2010 - June 2010
Rock+For+Health 2009 - 2009
Raymond James July 2007 - September 2007
Skills
Financial Analysis, Cash Flow Forecasting, Analysis, Investment Banking, Business Valuation, Mergers & Acquisitions, Working Capital..., Mergers, Process Improvement, Strategy, Business Strategy, Supply Chain, Project Management, Business Development, Product Management, Account Management, Manage Client..., Relationship Development, Digital Inventory, Sales Operations, Sales Management, Digital Media, Digital Music Marketing, Social Marketing, Digital Marketing, Marketing Strategy, Management, New Business Development, Entertainment
Education
Union College
BA, Economics
Rumson Fair Haven Regional High School 2004 — 2008
Laura Dickson's Raymond James Experience June 2010 - June 2012
Job Associate at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets July 2013 - Present
Raymond James Financial Inc. June 2012 - July 2013
Raymond James June 2010 - June 2012
Computer Sciences Corporation May 2009 - July 2009
Computer Sciences Corporation October 2005 - May 2008
Skills
Financial Modeling, Equity Research, Bloomberg, Valuation, Financial Analysis, Data Analysis, Equities, Portfolio Management, Analysis, Investments, Business Analysis, Conversational Spanish, Securities, Capital Markets, Program Management, Quantitative Analytics, Investment Banking, Market Research, Finance
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance, International Business
The George Washington University - School of Business 2000 — 2004
BBA, Marketing, Spanish
Summit High School
KeyBanc Capital Markets July 2013 - Present
Raymond James Financial Inc. June 2012 - July 2013
Raymond James June 2010 - June 2012
Computer Sciences Corporation May 2009 - July 2009
Computer Sciences Corporation October 2005 - May 2008
Skills
Financial Modeling, Equity Research, Bloomberg, Valuation, Financial Analysis, Data Analysis, Equities, Portfolio Management, Analysis, Investments, Business Analysis, Conversational Spanish, Securities, Capital Markets, Program Management, Quantitative Analytics, Investment Banking, Market Research, Finance
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance, International Business
The George Washington University - School of Business 2000 — 2004
BBA, Marketing, Spanish
Summit High School
Clay Gilliland's Raymond James Experience March 2009 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James March 2009 - Present
Skills
Securities, Investments, Series 7, Retirement Planning, Series 63, Finance, Financial Advisory, Portfolio Management, Mutual Funds, Management, Estate Planning, Alternative Investments, Nonprofits, Business Development, Management Consulting, Strategic Financial..., Investment Advisory, Asset Allocation, Asset Managment, Wealth Management, Public Speaking, Financial Markets, Series 65, Asset Management, Financial Analysis, Risk Management
Education
Tulane University 1981 — 1985
BS, Finance
Subiaco Academy
Raymond James March 2009 - Present
Skills
Securities, Investments, Series 7, Retirement Planning, Series 63, Finance, Financial Advisory, Portfolio Management, Mutual Funds, Management, Estate Planning, Alternative Investments, Nonprofits, Business Development, Management Consulting, Strategic Financial..., Investment Advisory, Asset Allocation, Asset Managment, Wealth Management, Public Speaking, Financial Markets, Series 65, Asset Management, Financial Analysis, Risk Management
Education
Tulane University 1981 — 1985
BS, Finance
Subiaco Academy
Garry Shaw's Raymond James Experience September 1997 - October 2002
Job Fixed Income Trader at NFP Securities
Industry Financial Services
Experience
NFP Securities February 2008 - Present
NFP Securities, Inc. February 2008 - 2008
Thomas Group Capital, LLC October 2005 - December 2007
Raymond James September 1997 - October 2002
Simmons National Bank 1994 - 1997
Vining Sparks 1990 - 1994
Education
University of Arkansas 1971 — 1972
accounting
University of Central Arkansas 1965 — 1969
BSE, Mathmatics
NFP Securities February 2008 - Present
NFP Securities, Inc. February 2008 - 2008
Thomas Group Capital, LLC October 2005 - December 2007
Raymond James September 1997 - October 2002
Simmons National Bank 1994 - 1997
Vining Sparks 1990 - 1994
Education
University of Arkansas 1971 — 1972
accounting
University of Central Arkansas 1965 — 1969
BSE, Mathmatics
Alex Fuhrman, CFA, CMT's Raymond James Experience June 2008 - May 2010
Job Senior Research Analyst at CraigHallum Capital Group
Industry Capital Markets
Experience
Craig-Hallum Capital Group November 2013 - Present
Piper Jaffray May 2010 - September 2013
Raymond James June 2008 - May 2010
Skills
Equity Research, Industry Analysis, Valuation, Equities
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA, Finance
Craig-Hallum Capital Group November 2013 - Present
Piper Jaffray May 2010 - September 2013
Raymond James June 2008 - May 2010
Skills
Equity Research, Industry Analysis, Valuation, Equities
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA, Finance
Chris Cox, CFA's Raymond James Experience June 2009 - May 2012
Job Equity Analyst Energy at Raymond James
Industry Capital Markets
Experience
Raymond James Ltd. October 2013 - Present
AltaCorp Capital Inc. November 2012 - September 2013
AltaCorp Capital Inc. June 2012 - November 2012
Raymond James June 2009 - May 2012
UBS Investment Bank December 2007 - May 2009
Alberta Securities Commission 2007 - 2008
Education
CFA Institute 2009 — 2012
Chartered Financial Analyst
The University of Calgary 2004 — 2009
BA, Economics (Specializing in Energy Economics)
University of Calgary 2004 — 2009
BComm, Finance
Raymond James Ltd. October 2013 - Present
AltaCorp Capital Inc. November 2012 - September 2013
AltaCorp Capital Inc. June 2012 - November 2012
Raymond James June 2009 - May 2012
UBS Investment Bank December 2007 - May 2009
Alberta Securities Commission 2007 - 2008
Education
CFA Institute 2009 — 2012
Chartered Financial Analyst
The University of Calgary 2004 — 2009
BA, Economics (Specializing in Energy Economics)
University of Calgary 2004 — 2009
BComm, Finance
Nathaniel Novak's Raymond James Experience November 2011 - Present
Job Sr Investment Management Specialist at Raymond James
Industry Investment Management
Experience
Raymond James November 2011 - Present
Compass Capital Management April 2010 - June 2011
Sagaponack Capital February 2009 - May 2010
Maize Asset Management June 2008 - January 2009
Skills
Investments, Financial Modeling, Equities, Financial Analysis, Securities, Trading, Fixed Income, Commodity, Bloomberg, Valuation
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
MFIN, Finance
Tulane University
Raymond James November 2011 - Present
Compass Capital Management April 2010 - June 2011
Sagaponack Capital February 2009 - May 2010
Maize Asset Management June 2008 - January 2009
Skills
Investments, Financial Modeling, Equities, Financial Analysis, Securities, Trading, Fixed Income, Commodity, Bloomberg, Valuation
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
MFIN, Finance
Tulane University
Daniel Trimmer's Raymond James Experience June 2010 - September 2011
Job
Industry Information Technology and Services
Experience
Cameo Global September 2013 - Present
Kings Local School District January 2009 - June 2014
DPSciences June 2013 - August 2013
Bush Truck Leasing June 2012 - February 2013
Raymond James June 2010 - September 2011
Bush Truck Leasing June 2008 - September 2008
Skills
Decision Making, Relationship Cultivation, Networking, Management, Marketing, Coaching, Leadership, SPIN Selling, Analysis, Social Networking, Sales, Public Speaking, Leadership Development, Microsoft Office, Customer Service, Event Planning, Sales Management, Team Leadership, Social Media, Research
Education
University of Cincinnati 2008 — 2013
Marketing, Sales
University of Cincinnati College of Business 2008 — 2013
Marketing - Sales
Cameo Global September 2013 - Present
Kings Local School District January 2009 - June 2014
DPSciences June 2013 - August 2013
Bush Truck Leasing June 2012 - February 2013
Raymond James June 2010 - September 2011
Bush Truck Leasing June 2008 - September 2008
Skills
Decision Making, Relationship Cultivation, Networking, Management, Marketing, Coaching, Leadership, SPIN Selling, Analysis, Social Networking, Sales, Public Speaking, Leadership Development, Microsoft Office, Customer Service, Event Planning, Sales Management, Team Leadership, Social Media, Research
Education
University of Cincinnati 2008 — 2013
Marketing, Sales
University of Cincinnati College of Business 2008 — 2013
Marketing - Sales
Pat O'Mara's Raymond James Experience June 2009 - August 2009
Job Treasury at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group September 2015 - Present
Cantor Fitzgerald May 2013 - Present
Morgan Stanley May 2012 - May 2013
Bank of New York Mellon Financial Corporation January 2011 - May 2012
Raymond James June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Outlook, Management, Investments, Securities, Financial Analysis, Microsoft Office, Microsoft Word
Education
University of Dayton 2006 — 2010
Marketing, Finance, Business Administration
Fortress Investment Group September 2015 - Present
Cantor Fitzgerald May 2013 - Present
Morgan Stanley May 2012 - May 2013
Bank of New York Mellon Financial Corporation January 2011 - May 2012
Raymond James June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Outlook, Management, Investments, Securities, Financial Analysis, Microsoft Office, Microsoft Word
Education
University of Dayton 2006 — 2010
Marketing, Finance, Business Administration
Shane Hannabury's Raymond James Experience July 2007 - June 2010
Job Partner at W Resources, LLC
Industry Oil & Energy
Experience
W Resources, LLC February 2014 - Present
EnCap Investments L.P. January 2014 - February 2014
EnCap Investments L.P. July 2010 - December 2013
Raymond James July 2007 - June 2010
Skills
Financial Modeling, Investment Banking, Equities, Investments, Valuation, Bloomberg, Capital Markets, Financial Analysis, Corporate Finance, Private Equity, Securities, Due Diligence
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor of Science (BS), Finance
W Resources, LLC February 2014 - Present
EnCap Investments L.P. January 2014 - February 2014
EnCap Investments L.P. July 2010 - December 2013
Raymond James July 2007 - June 2010
Skills
Financial Modeling, Investment Banking, Equities, Investments, Valuation, Bloomberg, Capital Markets, Financial Analysis, Corporate Finance, Private Equity, Securities, Due Diligence
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor of Science (BS), Finance
Chris Clapinski's Raymond James Experience February 2011 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2011 - Present
Morgan Stanley Smith Barney April 2007 - February 2011
Florida Marlins 1992 - September 2006
Cleveland Indians 2003 - 2004
Cincinnati Reds 2003 - 2003
las vegas 51's baseball 2002 - 2003
Education
University of California, Berkeley 1989 — 1995
BA, Sociology
Palm Desert High School
Raymond James February 2011 - Present
Morgan Stanley Smith Barney April 2007 - February 2011
Florida Marlins 1992 - September 2006
Cleveland Indians 2003 - 2004
Cincinnati Reds 2003 - 2003
las vegas 51's baseball 2002 - 2003
Education
University of California, Berkeley 1989 — 1995
BA, Sociology
Palm Desert High School
Joni Southwell's Raymond James Experience December 2005 - Present
Job Public Finance at Raymond James
Industry Financial Services
Experience
Raymond James December 2005 - Present
ThinkEquity LLC 2003 - 2005
Fulcrum Global Partners 2001 - 2003
West Florida Capital 1999 - 2003
Education
University of Colorado Denver
BS, Economics
Raymond James December 2005 - Present
ThinkEquity LLC 2003 - 2005
Fulcrum Global Partners 2001 - 2003
West Florida Capital 1999 - 2003
Education
University of Colorado Denver
BS, Economics
Trey Stickland's Raymond James Experience January 1997 - Present
Job Business Relationship Manager at Raymond James
Industry Financial Services
Experience
Raymond James January 1997 - Present
Skills
Business Analysis, Mutual Funds, Vendor Management, Financial Services, Business Process..., Process Improvement
Education
University of Central Florida 1995 — 1997
Business Administration, Finance
Raymond James January 1997 - Present
Skills
Business Analysis, Mutual Funds, Vendor Management, Financial Services, Business Process..., Process Improvement
Education
University of Central Florida 1995 — 1997
Business Administration, Finance
Gary Russell's Raymond James Experience 1997 - 1999
Job Russell Energy Insights LLC
Industry Financial Services
Experience
Russell Energy Insights LLC January 2014 - Present
Key Energy Services, Inc March 2010 - August 2013
Invesco Aim December 2004 - January 2009
Stifel Nicolaus 2002 - 2004
Frost Securities 1999 - 2002
Raymond James 1997 - 1999
Halliburton Company July 1990 - June 1997
Skills
Leadership, Bloomberg, Business Strategy, Financial Modeling, Private Equity, Energy, Valuation, Equity Research, Competitive Analysis, Asset Management, Equities, Corporate Finance, Financial Analysis, Portfolio Management, Capital Markets, Investment Banking, Investments, Management, Finance, Risk Management, Natural Gas, Analysis, Petroleum, Investor Relations, Business Planning, Gas, Financial Markets, Strategic Planning
Education
University of Houston, C.T. Bauer College of Business 1993 — 1996
MBA, Finance
Tulane University 1985 — 1990
Bachelor of Science, Mechanical Engineering
Russell Energy Insights LLC January 2014 - Present
Key Energy Services, Inc March 2010 - August 2013
Invesco Aim December 2004 - January 2009
Stifel Nicolaus 2002 - 2004
Frost Securities 1999 - 2002
Raymond James 1997 - 1999
Halliburton Company July 1990 - June 1997
Skills
Leadership, Bloomberg, Business Strategy, Financial Modeling, Private Equity, Energy, Valuation, Equity Research, Competitive Analysis, Asset Management, Equities, Corporate Finance, Financial Analysis, Portfolio Management, Capital Markets, Investment Banking, Investments, Management, Finance, Risk Management, Natural Gas, Analysis, Petroleum, Investor Relations, Business Planning, Gas, Financial Markets, Strategic Planning
Education
University of Houston, C.T. Bauer College of Business 1993 — 1996
MBA, Finance
Tulane University 1985 — 1990
Bachelor of Science, Mechanical Engineering
Jay Fong,CFP®'s Raymond James Experience March 2009 - April 2013
Job Managing Partner at Concentrum Wealth Management
Industry Financial Services
Experience
Concentrum Wealth Management April 2013 - Present
Raymond James March 2009 - April 2013
A.G. Edwards & Sons, Inc. April 2006 - March 2009
Salomon Smith Barney February 2001 - April 2006
Education
University of Arkansas
Concentrum Wealth Management April 2013 - Present
Raymond James March 2009 - April 2013
A.G. Edwards & Sons, Inc. April 2006 - March 2009
Salomon Smith Barney February 2001 - April 2006
Education
University of Arkansas
Tammy East's Raymond James Experience July 2009 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James July 2009 - Present
Skills
Finance, Securities, Investments, Financial Advisory, Retirement Planning, Portfolio Management
Education
University of Arkansas at Little Rock
Raymond James July 2009 - Present
Skills
Finance, Securities, Investments, Financial Advisory, Retirement Planning, Portfolio Management
Education
University of Arkansas at Little Rock
Peter Pergola, CFA's Raymond James Experience June 2005 - October 2009
Job Vice President: Equity Capital Markets
Industry Financial Services
Experience
Raymond James & Associates, Inc February 2011 - Present
Wedbush Securities 2009 - 2011
Raymond James June 2005 - October 2009
Skills
Securities, Financial Modeling, Series 7, Valuation, Financial Analysis, Equities, Capital Markets, Bloomberg, Corporate Finance, Fixed Income, Derivatives, Finance, Microsoft Excel, Equity Research
Education
University of Florida 2002 — 2005
Finance, Finance, General
Raymond James & Associates, Inc February 2011 - Present
Wedbush Securities 2009 - 2011
Raymond James June 2005 - October 2009
Skills
Securities, Financial Modeling, Series 7, Valuation, Financial Analysis, Equities, Capital Markets, Bloomberg, Corporate Finance, Fixed Income, Derivatives, Finance, Microsoft Excel, Equity Research
Education
University of Florida 2002 — 2005
Finance, Finance, General
Dionne Holt's Raymond James Experience December 2007 - December 2009
Job Human Resources at Smiths Microwave/TRAK
Industry Defense & Space
Experience
Smiths Microwave/TRAK Microwave November 2014 - Present
TRAK Microwave January 2013 - October 2014
DSE, Inc. March 2010 - December 2012
Raymond James December 2007 - December 2009
Orange County Supervisor of Elections July 2003 - September 2007
Kenexa December 1999 - July 2003
Skills
PHR, Workforce Planning, Employee Relations, Employment Law, Employee Benefits, Compensation, AAP, Talent Management, Talent Acquisition, Needs Analysis, Performance Management, Organizational..., HR Consulting, Deferred Compensation, Conflict Resolution, Recruiting, Interviews, Leadership Development, FMLA, Onboarding, Human Resources, Job Analysis, Training, Change Management, Personnel Management, Salary, Process Improvement, SPHR, Payroll, Benefits Administration, PeopleSoft, Leadership, Sourcing, Screening, Temporary Placement, HRIS, Employee Engagement, Applicant Tracking..., Succession Planning, HR Policies, Job Descriptions, Management
Education
Troy University 2000 — 2002
MS, Human Resources
University of Central Florida 1995 — 1999
BS, Education
Smiths Microwave/TRAK Microwave November 2014 - Present
TRAK Microwave January 2013 - October 2014
DSE, Inc. March 2010 - December 2012
Raymond James December 2007 - December 2009
Orange County Supervisor of Elections July 2003 - September 2007
Kenexa December 1999 - July 2003
Skills
PHR, Workforce Planning, Employee Relations, Employment Law, Employee Benefits, Compensation, AAP, Talent Management, Talent Acquisition, Needs Analysis, Performance Management, Organizational..., HR Consulting, Deferred Compensation, Conflict Resolution, Recruiting, Interviews, Leadership Development, FMLA, Onboarding, Human Resources, Job Analysis, Training, Change Management, Personnel Management, Salary, Process Improvement, SPHR, Payroll, Benefits Administration, PeopleSoft, Leadership, Sourcing, Screening, Temporary Placement, HRIS, Employee Engagement, Applicant Tracking..., Succession Planning, HR Policies, Job Descriptions, Management
Education
Troy University 2000 — 2002
MS, Human Resources
University of Central Florida 1995 — 1999
BS, Education
Frank Iryami's Raymond James Experience May 2009 - Present
Job Branch Manager/Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James May 2009 - Present
Smith Barney January 2001 - May 2009
Merrill Lynch May 1995 - January 2001
Arthur Andersen 1991 - 1993
Skills
Portfolio Management, Investments, Risk Management, Mutual Funds
Education
SUNY Albany 1987 — 1991
BS, Accounting and Economics
SUNY Albany 1987 — 1991
Bachelor of Science (BS), Accounting
Raymond James May 2009 - Present
Smith Barney January 2001 - May 2009
Merrill Lynch May 1995 - January 2001
Arthur Andersen 1991 - 1993
Skills
Portfolio Management, Investments, Risk Management, Mutual Funds
Education
SUNY Albany 1987 — 1991
BS, Accounting and Economics
SUNY Albany 1987 — 1991
Bachelor of Science (BS), Accounting
Jack Thorsen, CFP®'s Raymond James Experience 2007 - Present
Job CERTIFIED FINANCIAL PLANNER™ Practitioner
Industry Financial Services
Experience
Raymond James 2007 - Present
Titan Motorsports 2003 - 2007
Raymond James 2000 - 2003
Skip Barber Dodge Pro Series 1999 - 2000
Education
University of Central Florida 2006 — 2007
BSBA (Finance Emphasis)
Raymond James 2007 - Present
Titan Motorsports 2003 - 2007
Raymond James 2000 - 2003
Skip Barber Dodge Pro Series 1999 - 2000
Education
University of Central Florida 2006 — 2007
BSBA (Finance Emphasis)
Dillon Moore's Raymond James Experience 2006 - 2009
Job Senior Manager of Finance Medical Economics at JSA Healthcare Corporation
Industry Insurance
Experience
JSA Healthcare Corporation February 2015 - Present
JSA Healthcare December 2012 - Present
BestGroup IPA June 2011 - Present
WellCare 2009 - June 2011
Raymond James 2006 - 2009
MBNA 2004 - 2004
Skills
Budgeting, Financial Modeling, Excel, Strategic Planning, Insurance, Analysis, Process Improvement, Budgets, Risk Management, Financial Analysis, Microsoft Excel, Strategic Financial..., Fixed Income, Financial Reporting, Finance
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Finance, Business Administration/English
JSA Healthcare Corporation February 2015 - Present
JSA Healthcare December 2012 - Present
BestGroup IPA June 2011 - Present
WellCare 2009 - June 2011
Raymond James 2006 - 2009
MBNA 2004 - 2004
Skills
Budgeting, Financial Modeling, Excel, Strategic Planning, Insurance, Analysis, Process Improvement, Budgets, Risk Management, Financial Analysis, Microsoft Excel, Strategic Financial..., Fixed Income, Financial Reporting, Finance
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Finance, Business Administration/English
Jacquelyn Clark's Raymond James Experience August 2004 - Present
Job Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James August 2004 - Present
Sterne Agee January 1992 - August 2004
Education
University of Alabama 1983 — 1987
Bachelor’s Degree, Communication, Minor/Marketing
Raymond James August 2004 - Present
Sterne Agee January 1992 - August 2004
Education
University of Alabama 1983 — 1987
Bachelor’s Degree, Communication, Minor/Marketing
Pam Luhowy's Raymond James Experience September 1997 - Present
Job Financial Associate
Industry Financial Services
Experience
Raymond James September 1997 - Present
Education
The University of Calgary
BA, Sociology
Raymond James September 1997 - Present
Education
The University of Calgary
BA, Sociology
Allyn Donaubauer's Raymond James Experience September 2014 - Present
Job Senior VP Managing Director (Raymond James)
Industry Financial Services
Experience
Raymond James September 2014 - Present
Raymond James & Assoc. September 2014 - Present
Merrill Lynch April 1980 - September 2014
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Financial Advisory, Asset Allocation, Retirement, Series 7, Financial Analysis, Fixed Annuities, Equities, Financial Services, Asset Management, Securities, Mutual Funds, Alternative Investments, Risk Management, Investment Advisory, Investment Strategies, Series 63, Strategic Financial...
Education
University of Arkansas 1974 — 1979
BSBA, MBA, Finance & Investment Management
Raymond James September 2014 - Present
Raymond James & Assoc. September 2014 - Present
Merrill Lynch April 1980 - September 2014
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Financial Advisory, Asset Allocation, Retirement, Series 7, Financial Analysis, Fixed Annuities, Equities, Financial Services, Asset Management, Securities, Mutual Funds, Alternative Investments, Risk Management, Investment Advisory, Investment Strategies, Series 63, Strategic Financial...
Education
University of Arkansas 1974 — 1979
BSBA, MBA, Finance & Investment Management
Todd Shaw's Raymond James Experience June 2008 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James June 2008 - Present
Fulton Financial Advisors January 2002 - Present
Skills
Investments, Securities, Finance, Insurance, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Strategic Financial...
Education
Mount Saint Joseph high school 1983 — 1987
Towson University
Business, Management, Marketing, and Related Support Services
Raymond James June 2008 - Present
Fulton Financial Advisors January 2002 - Present
Skills
Investments, Securities, Finance, Insurance, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Strategic Financial...
Education
Mount Saint Joseph high school 1983 — 1987
Towson University
Business, Management, Marketing, and Related Support Services
Bill Hedberg, CFA®'s Raymond James Experience June 2010 - Present
Job Senior Vice President, Investments & Chartered Financial Analyst at Raymond James
Industry Financial Services
Experience
Raymond James June 2010 - Present
Education
University of Denver 1969 — 1973
B.S.B.A., Accounting
Riverside-Brookfield High School 1965 — 1969
Raymond James June 2010 - Present
Education
University of Denver 1969 — 1973
B.S.B.A., Accounting
Riverside-Brookfield High School 1965 — 1969
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS