Raymond James & Associates

Industry: Management services company

Description

Headquarters: St. Petersburg, FL Founded: 1962 Parent organization: Raymond James Subsidiaries: Mummert & Company Corporate Finance GmbH,

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Raymond James & Associates Employees

Employee
Years
Job
Industry
Michael A. Napolitano Michael A. Napolitano Greater New York City Area Details
Michael A. Napolitano's Raymond James & Associates Experience March 2007 - Present
Job CERTIFIED FINANCIAL PLANNER™ Professional with Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates   March 2007 - Present
Wachovia Securities  April 1995 - March 2007
Smith Barney  January 1991 - April 1995
Ryan Beck & Co.   July 1983 - January 1991

Education
College for Financial Planning
Investments, Insurance, Retirement, Income Tax and Estate Planning

Carrie Turcotte Carrie Turcotte Chattanooga, Tennessee Area Details
Carrie Turcotte's Raymond James & Associates Experience June 2006 - July 2010
Job Certified Financial Planner™, President & Sr. Financial Consultant, Crest Financial Strategies, LLC
Industry Financial Services
Experience
Crest Financial Strategies, LLC   July 2010 - Present
Raymond James & Associates   June 2006 - July 2010
FIVESTONESmusic   June 2002 - April 2006
Parthenon Publishing  2004 - 2006

Skills
Wealth Management, Retirement Planning, Fixed Annuities, Retirement, Strategic Financial..., Series 7, Estate Planning, Disability Insurance, Long-term Care, Mutual Funds, Investment Advisory, Insurance

Education
Belmont University

Pandhla Warren Pandhla Warren Washington D.C. Metro Area Details
Pandhla Warren's Raymond James & Associates Experience 2001 - 2004
Job Principal/Founder at Stategic Solutions
Industry Information Services
Experience
Strategic Solutions  September 2013 - Present
Genesis PURE  September 2013 - Present
Edelman Financial Services  2007 - 2011
Fidelity Investments  2006 - 2007
Fidelity Investments  2005 - 2006
Chevy Chase Bank  2005 - 2005
Chevy Chase Bank  2004 - 2005
Crate & Barrel  2003 - 2004
Raymond James & Associates   2001 - 2004
Raymond James & Associates   1999 - 2001

Skills
CRM, Financial Services, Strategic Financial..., Investments, Portfolio Management, Leadership, Finance, B2B, B2B Marketing Strategy, Strategic Consulting, Process Consulting, Strategy Building, Solution Selling, Solution Implementation, Creative Solutions, Employee Training, Operations Management, Operational Planning, Venture Capital, Start-up Consulting, Risk Management, Operational Risk..., CRM Integration, Direct Sales, Sales Presentations, Small Business, Customer Service, Customer Acquisition, Compliance, FINRA, Value Based Selling, Lease Negotiations, Business Development, Business Planning, Building High..., Building Relationships, Maintaining Strong..., Account Management, Networking, Financial Planning

Education
St. Mary's College of Maryland
Bachelors of Arts, Economics and Business Administration

National Conservatory of Dramatic Arts   2011 — 2012
Fine Arts, 4.0

Christopher Keen, CRPS Christopher Keen, CRPS Indianapolis, Indiana Area Details
Christopher Keen, CRPS's Raymond James & Associates Experience March 2008 - September 2014
Job LPL Financial Advisor
Industry Financial Services
Experience
LPL Financial  September 2014 - Present
Raymond James & Associates   March 2008 - September 2014
Covenant Wealth Management of Raymond James & Associates   March 2008 - September 2014
ING  March 2004 - March 2008
ING  July 1999 - March 2004
OneAmerica  September 1997 - July 1999
OneAmerica  June 1994 - September 1997

Skills
Strategic Financial..., Retirement Planning, 401k, Retirement, Investments, Retirement Plan..., Financial Advisory, Pensions, Defined Contribution, Profit Sharing, IRAs, Investment Advisory, Series 63, Series 7

Education
Ball State University - College of Business   1988 — 1992
B.S., Finance

Jennifer Sims Jennifer Sims Tampa/St. Petersburg, Florida Area Details
Jennifer Sims's Raymond James & Associates Experience August 2004 - December 2004
Job Junior QA Tester at Kobie Marketing
Industry Marketing and Advertising
Experience
Kobie Marketing  December 2011 - Present
Kobie Marketing  January 2007 - December 2011
AAA Auto Club South  May 2006 - January 2007
AAA Auto Club South  November 2000 - May 2006
Raymond James & Associates   August 2004 - December 2004
Florida Department of Labor  September 1997 - August 1998

Skills
Quality Assurance, Loyalty Programs, Customer Service, Call Centers, Customer Experience, Customer Satisfaction, Outlook, Microsoft Office, Call Center, Brand Loyalty, Call Center Development, Software Quality..., B2B, Manual Testing, Regression Testing, Customer Service..., Test Cases, Functional Testing, Hardware Testing, Teamwork, Data Entry, CRM, Team Leadership, SDLC, User Acceptance Testing, Mobile Testing, Test Planning, sql, Sales, E-commerce, Marketing Research, SQL, Training, Credit Cards, Leadership, Online Marketing

Education
American InterContinental University   2005 — 2006
MBA, Business Management

University of South Florida   2002 — 2004
BS, Marketing

St. Petersburg College   2001 — 2002
AA, Business Administration

Florida Southern College   1998 — 1999

Northeast High

Jacqueline Morales Jacqueline Morales San Francisco Bay Area Details
Jacqueline Morales's Raymond James & Associates Experience November 2012 - Present
Job Registered Associate at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates   November 2012 - Present
Morgan Stanley Wealth Management  May 2009 - November 2012
Citi Smith Barney  August 2007 - May 2009

Skills
Series 7, Wealth Management, Investments, Financial Services, Securities, Customer Service, Team Building, Team Leadership, CRM, International Trade, Restricted Stock, Employee Stock Options, Spanish-English, Microsoft Office, Outlook, Back Office, Series 63

Education
California State University-Hayward   2005 — 2007
Bachelor of Applied Science (B.A.Sc.), Psychology

Ohlone College   2003 — 2005
Associate of Science (A.S.), Psychology

Rockne Paige Rockne Paige Greater Detroit Area Details
Rockne Paige's Raymond James & Associates Experience June 1987 - Present
Job
Industry Investment Management
Experience
Raymond James & Associates   June 1987 - Present
self employed  July 1969 - 2014
Consolidated Freightways  June 1977 - June 1987

Skills
Wealth Management, Dorsey Wright Point &..., Retirement Planning, Portfolio Management, Asset Allocation, Investment Advisory, Investment Strategies, Strategic Financial..., Asset Management, Equities, Series 63, Securities, Retirement

Education
Kaplan University   2005 — 2005
Wealth Management Certificate

Dorsey, Wright & Associates
Certificate, Point and Figure methodology

Oakland University
Bachelor of Science (B.S.), Business Management

University of Michigan
Certificate, Real Estate

Michigan State University   1968 — 1970
Marketing

Eastern Michigan University   1966 — 1967
Psychology

Nena Howden Nena Howden Greater Nashville Area Details
Nena Howden's Raymond James & Associates Experience November 2013 - Present
Job Registered Sales Associate at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates   November 2013 - Present
UBS Financial Services  April 2010 - November 2013
UBS Financial Services  June 2006 - September 2009
Stephens Inc  January 2004 - April 2006
Stephens Inc  September 2000 - January 2004
SunTrust Equitable Securities  July 1995 - September 2000
Independent Insurance and Investment Agent   November 1994 - July 1995

Skills
Trading, Equity Research, Series 63, Securities, Finance, Trading Systems, Training, Series 7, Microsoft Office, Financial Services, Portfolio Management, Retirement Planning, Back Office, Settlement, Customer Service, PeopleSoft, Microsoft Excel, Wealth Management, Microsoft Word, Stocks, PowerPoint, Strategic Financial..., Equities, Options, FINRA, Mutual Funds, Asset Allocation, Investments, Banking, Relationship Management, Wealth Management..., Investment Advisory, Fixed Income, Asset Management, Retirement, Capital Markets, Corporate Finance, Investment Banking, 401k, Process Improvement, Institutional, Equity Trading, Insurance, Uniform Combined State..., Financial Advisory, Investment Strategies, Investment Management, IRAs, Bloomberg Terminal

Education
Cumberland University   1984 — 1988
Bachelor of Science (B.S.), Business Administration Major

St. Bernard Academy   1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General

Donna Haigler Donna Haigler Farmdale, Ohio Details
Donna Haigler's Raymond James & Associates Experience April 2001 - January 2004
Job Marketing Executive/ Writer/ Music Producer
Industry Marketing and Advertising
Experience
WAH Home Careers   Quality AuditorDelphi PackardOctober 2006 - August 2010
Raymond James & Associates   April 2001 - January 2004
U.S. Immigration and Customs Enforcement (ICE)   1988 - 1990

Education
Ashford University

Full Sail University

University of Detroit Mercy

Craig Wingrove Craig Wingrove Austin, Texas Details
Craig Wingrove's Raymond James & Associates Experience 1998 - Present
Job Senior Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James & Associates   1998 - Present

Skills
Estate Planning, Investments, Securities, Investment Strategies, Financial Advisory, Financial Risk, High Net Worth..., Investment Advisory, Portfolio Management, Finance, New Business Development, Asset Management, Contract Negotiation, Management, Strategic Planning, Financial Analysis

Education
Baylor University   1986 — 1990
Bachelor of Business Administration (BBA), Finance and Real Estate

Christiana Houck, PhD, PMP Christiana Houck, PhD, PMP Las Vegas, Nevada Area Details
Christiana Houck, PhD, PMP's Raymond James & Associates Experience March 2003 - July 2004
Job Training and Performance Improvement Professional: Leader, Project Manager, Facilitator, Strategist
Industry Professional Training & Coaching
Experience
Aristocrat  January 2013 - Present
Aristocrat  April 2011 - January 2013
Aristocrat  December 2007 - March 2011
SunGard HE  October 2006 - December 2007
College of Southern Nevada  October 2006 - December 2007
University of Nevada, Las Vegas  2006 - 2006
Missouri Western State University  August 2005 - December 2005
Missouri Western State University  August 2004 - December 2005
Raymond James & Associates   March 2003 - July 2004
St. Petersburg College  August 2002 - May 2004

Skills
ADDIE, Instructional Technology, Instructional Design, Higher Education, Distance Learning, Blended Learning, Research, Evaluation, Performance Improvement, Agile Project Management, Project Planning, Project Implementation, Project Execution, Program Management, Technical Writing, Learning Management, Organizational..., Lean Initiatives, Captivate, Adobe Creative Suite, SCORM, E-Learning, Project Management, Training, Instructor-led Training, Leadership Development, Management, Training Delivery, Technical Training, Learning Management..., Testing, Lean Manufacturing, Curriculum Development, Strategic Planning, Software Documentation, SnagIt, Dreamweaver, Needs Analysis, Hands-on Training, Web 2.0, Organizational Learning, Employee Training, Performance Consulting, Workshop Facilitation, Analysis, Curriculum Design, Visio, Staff Development, Casino, Technical Documentation

Education
Capella University   2007 — 2013
PhD

Lesley University   2002 — 2004
M.Ed.

University of South Florida   1991 — 1997
BS

Christopher Spires Christopher Spires Bluffton, South Carolina Details
Christopher Spires's Raymond James & Associates Experience November 2008 - Present
Job Managing Director at Raymond James & Associates
Industry Investment Management
Experience
Raymond James & Associates   November 2008 - Present
Wachovia Securities Financial   December 2004 - October 2008
Smith Barney  June 2000 - December 2004
J.C. Bradford @Co.   December 1997 - June 2000

Education
Elon University   1992 — 1996
Bachelor of Arts (BA)

Columbus Academy   1985 — 1992

Lynne (Laughna) Strynchuk Lynne (Laughna) Strynchuk Melbourne, Florida Area Details
Lynne (Laughna) Strynchuk's Raymond James & Associates Experience 1994 - 1996
Job Financial Advisor, MBA, CFP, Moisand Fitzgerald Tamayo, LLC
Industry Investment Management
Experience
Moisand Fitzgerald Tamayo LLC   September 2010 - Present
American Cancer Society  2010 - 2014
Berman Hopkins Wright & LaHam   December 2000 - March 2010
Raymond James & Associates   1994 - 1996
Harris Corporation  1991 - 1993
Smith Breeden Associates  1990 - 1991
Oxford Industries  1982 - 1989

Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Financial Planners, High Net Worth..., Investment Management, Financial Analysis, Retirement, Wealth, Analysis, Protection

Education
Duke University - The Fuqua School of Business   1989 — 1991
MBA, Masters in Business Administration with a focus on Investments

Auburn University
Bachelor of Science

Cocoa Beach Jr Sr High

Duke University

Sarah Karr Sarah Karr Greater Detroit Area Details
Sarah Karr's Raymond James & Associates Experience August 2015 - Present
Job Independent Executive Distributor at It Works! Global
Industry Health, Wellness and Fitness
Experience
Raymond James & Associates   August 2015 - Present
It Works! Independent Executive Distributor   August 2012 - Present
Raymond James & Associates   January 2015 - August 2015
Raymond James & Associates   December 2012 - December 2014
Charter One  December 2010 - December 2012
Premier Salon at Macy's Somerset   October 2008 - December 2010
D'Lazo Hair Salon   April 2008 - October 2008
Color Works Hair Company   July 2007 - March 2008
Water Works Salon and Spa   July 2004 - July 2007
JC Penney  March 2001 - July 2004

Skills
Customer Service, Time Management, Styling, Social Media, PowerPoint, Fashion, Outlook, Customer Satisfaction, Retail, Makeup Artistry, Microsoft Word, Word Processing, Marketing, Social Networking, Sales, Social Media Marketing, Team Building, Teamwork, Coaching, Banking, Leadership Development, Public Speaking, New Business Development, Lifestyle, Data Entry, Beauty Industry, Microsoft Office, Leadership, Training, Management, Team Leadership, Fitness, Nutrition, Sales Management, Small Business, Wellness, Inventory Management, Advertising, Facebook, Problem Solving, Cosmetics, Entrepreneurship, Direct Sales

Education
Central Michigan University   1999 — 2004
BSBA, General Business

Toni Noto Toni Noto Greater Denver Area Details
Toni Noto's Raymond James & Associates Experience August 2013 - Present
Job Sr. Registered Associate, WMS® / Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates   August 2013 - Present
Raymond James & Associates   January 2000 - March 2006
American Municipal Securities, Inc..   July 1983 - January 2000

Skills
Retirement Planning, Wealth Management, Financial Advisory, Portfolio Management, Wealth, Investments, Strategic Financial..., Series 7, Retirement, Management, Estate Planning, Securities, Financial Services, Wealth Management..., IRAs, FINRA, Bonds, Investment Advisory, Fixed Income, Asset Management, 401k, Variable Annuities, 401k Rollovers, ETFs, Stocks, Investment Management, Equities, Mutual Funds

Education
Eckerd College

Brittany (Troka) Wolff Brittany (Troka) Wolff Greenville, South Carolina Details
Brittany (Troka) Wolff's Raymond James & Associates Experience June 2015 - Present
Job Client Service Associate at Raymond James & Associates
Industry Investment Management
Experience
Raymond James & Associates   June 2015 - Present
Robert Half  January 2015 - June 2015
Gap Inc./Old Navy   July 2009 - June 2015
Coop's Health and Fitness  July 2014 - October 2014
GNC  October 2013 - July 2014
Zeta Tau Alpha Fraternity  January 2013 - December 2013
Sports, Spine, and Industrial, Inc.   May 2013 - July 2013

Skills
Visual Merchandising, Customer Service, Time Management, Retail Sales, Retail, Merchandising, Cashiering, PowerPoint, Store Management, Microsoft Word, Sales, Loss Prevention, Microsoft Office, Microsoft Excel

Education
Clemson University - College of Business and Behavioral Science   2011 — 2014
Bachelor's Degree, Psychology; Minor: Biological Sciences

Holly Fischer, LEED AP Holly Fischer, LEED AP Tampa/St. Petersburg, Florida Area Details
Holly Fischer, LEED AP's Raymond James & Associates Experience May 2006 - September 2007
Job District Manager Gulf Coast & Central Florida
Industry Furniture
Experience
Teknion  March 2010 - Present
Knoll, Inc.   September 2007 - March 2010
Raymond James & Associates   May 2006 - September 2007
Teknion  April 2004 - May 2006
BFI  November 2002 - April 2004
Creative Office Pavilion  May 2000 - November 2002

Skills
Space planning, Furnishings, Space-planning, Management, FF&E, Interior Architecture, Furniture, Interior Design, Strategy, Custom Furniture, Finish, Floor Plans, Submittals, Space Planning, LEED, Move Management, AutoCAD, Sales, Design Research, Flooring

Education
Florida State University
Bachelor of Science, Interior Design

Morgan Johnston Morgan Johnston Raleigh-Durham, North Carolina Area Details
Morgan Johnston's Raymond James & Associates Experience August 2015 - Present
Job Client Service Associate at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates   August 2015 - Present
Wake County Human Services  June 2014 - August 2014
Zooza's Family Fun Center   May 2012 - August 2012
Village Deli   February 2011 - August 2011
Edge Cheer and Dance  May 2010 - August 2010

Skills
Microsoft Office, Teamwork, Goal Oriented, Time Management, Microsoft Excel, Customer Service, Microsoft Word, Organization, Determination, Highly responsible, Success Driven, Social Skills, Analytical Skills, PowerPoint, Team Building, Critical Thinking, Leadership, People-oriented, Team-oriented, Integrity, Close Attention to..., Responsible, Sales, Public Speaking, Social Media, Event Planning, Social Networking

Education
East Carolina University - College of Business   2011 — 2015
Bachelor of Business Administration (BBA), Finance, Financial Services, Senior

Wake Forest-Roseville High School   2007 — 2011

Ethan Strickler Ethan Strickler Lynchburg, Virginia Area Details
Ethan Strickler's Raymond James & Associates Experience May 2002 - January 2005
Job Owner at Your Digital Doorway
Industry Marketing and Advertising
Experience
Your Digital Doorway   2006 - Present
Innovairre - Mail America Communications, Inc.   April 2008 - January 2015
Constant Focus Photography   2006 - August 2012
THE GO AGENCY   February 2005 - February 2006
RAYMOND JAMES & ASSOCIATES   May 2002 - January 2005
Bob Jones University Press  March 2004 - December 2004
BOB JONES UNIVERSITY PRESS  January 2000 - January 2002

Skills
Graphic Design, Advertising, Photography, HTML, Press Releases, Dreamweaver, Flash, Proofing, Adobe Creative Suite, InDesign, Illustrator, Photoshop, Web Design, Brochures, Layout, User Interface Design, QuarkXPress, Social Media Marketing, Social Media, PowerPoint, Creative Direction, Customer Relations, Mac, Production, Microsoft Office, Wordpress, Online Marketing, Writing, CSS, Logo Design, Word, Excel, Art Direction, Digital Photography, Adobe Captivate, Nexus, PREPS, Pitstop, Direct Mail, Direct Mail Campaigns, Direct Marketing, Digital Marketing, Video Editing, Art, Marketing

Education
Bob Jones University   2000 — 2004
BS, Graphic Design

Mark G. Thompson, CFP® Mark G. Thompson, CFP® Melbourne, Florida Area Details
Mark G. Thompson, CFP®'s Raymond James & Associates Experience November 1995 - Present
Job Senior Vice PresidentInvestments, Managing Director & CFP® Professional at Raymond James
Industry Financial Services
Experience
Raymond James & Associates   November 1995 - Present
E.F. Hutton   May 1987 - November 1995
Procter & Gamble  April 1984 - April 1987

Skills
CERTIFIED FINANCIAL..., Asset Allocation &..., Asset Management, Estate Planning, Asset Protection, Wealth Management, Investment Strategies &..., Retirement Planning, Retirement Income..., Retirement Cash Flow..., Long Term Care..., Life Insurance &..., Life Settlements, College Savings Plans, 529 Plans, Legacy Planning, Family Meetings, Charitable Giving..., Trust Planning, Corporate Executive..., Stock Option Analysis, 10b5-1 Plan Strategies, Tax Planning Strategies, 401k & 403b Rollovers &..., Social Security Planning, Bond Portfolio Analysis, Annuities, Financial Planning, Asset Allocation, Investment Strategies, Portfolio Management, Bonds, Cash Flow, Investment Advisory, Mutual Funds, Investments, Securities, Wealth Transfer, Insurance Planning, Series 7, IRA's, Wealth Accumulation, Alternative Investments, High Net Worth..., Private Wealth..., Wealth Preservation..., Succession Planning, Risk Management, Options, Tax

Education
College for Financial Planning   1992 — 1993
CFP® Certification, Financial Planning

University of Florida   1980 — 1984
Bachelor of Science, Journalism & Communications

Marilyn Schmitz, CFP® Marilyn Schmitz, CFP® Tampa/St. Petersburg, Florida Area Details
Marilyn Schmitz, CFP®'s Raymond James & Associates Experience August 1987 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates   August 1987 - Present
Raymond James & Associates   August 1987 - Present
Raymond James & Associates   December 1998 - December 2008

Education
Florida Southern College   1972 — 1974
Bachelor of Arts, Journalism

Kevin N Jackson Kevin N Jackson Tampa/St. Petersburg, Florida Area Details
Kevin N Jackson's Raymond James & Associates Experience March 2012 - Present
Job Real Estate Transaction Manager at Raymond James & Associates
Industry Real Estate
Experience
Raymond James & Associates   March 2012 - Present
Jones Lang LaSalle  June 2010 - March 2012
Jones Lang LaSalle  May 2005 - March 2011
Bayside Appraisal Services   October 2002 - May 2005
Tampa Hillsborough Action Plan  August 2000 - October 2002
American Acquisition Group, Inc.   July 1997 - August 2000

Skills
Real Estate, Financial Analysis, Market Analysis, Negotiation, Investment Properties, Microsoft Office

Education
Florida Agricultural and Mechanical University
BS, Business Administration

University of Florida - Warrington College of Business Administration
Master of Business Administration

John Jay Phillips John Jay Phillips Central Point, Oregon Details
John Jay Phillips's Raymond James & Associates Experience March 1984 - May 2003
Job Business Analyst, Essilor USA, OOGP Contact Lens Group
Industry Medical Devices
Experience
Essilor USA, OOGP Contact Lens Group   July 2012 - Present
Jackson County  January 2007 - July 2011
Coldwell Banker  March 2004 - January 2007
Raymond James & Associates   March 1984 - May 2003

Skills
Cost Accounting, Operations Management, Market Analysis, Financial Analysis, Financial Reporting

Education
Eckerd College   1987 — 1993
Bachelor's Degree, Business Management, Finance

Florida State University
Business Administration and Management, General

Raymond James Management Training

State of Oregon Department of Revenue

Brandon Phillips Brandon Phillips Indianapolis, Indiana Area Details
Brandon Phillips's Raymond James & Associates Experience May 2004 - January 2008
Job Wealth Advisor and Portfolio Manager at RiverPoint Capital Management, Inc.
Industry Financial Services
Experience
RiverPoint Capital Management, Inc.   June 2014 - Present
Watermark Wealth Management   January 2008 - June 2014
Raymond James & Associates   May 2004 - January 2008
Strong Capital Management  June 2002 - May 2004

Skills
Investments, Wealth Management, Strategic Financial..., Equities, Asset Allocation, Financial Analysis, Retirement Planning, Portfolio Management, Estate Planning, Finance, Investment Strategies, Financial Advisory, Entrepreneurship, Investment Advisory, Mutual Funds, 401k, Investment Management

Education
Indiana University - Kelley School of Business   1998 — 2002
B.S., Finance

Park Tudor H.S.   1992 — 1996

Alaa Moussa Alaa Moussa Greater Detroit Area Details
Alaa Moussa's Raymond James & Associates Experience October 2012 - November 2012
Job Information Technology Infrastructure Analyst at State of Michigan
Industry Information Technology and Services
Experience
State of Michigan  November 2012 - Present
Raymond James & Associates   October 2012 - November 2012
CALNET  March 2009 - October 2012
Team Logics   2006 - 2007

Skills
Security, Active Directory, Information Technology, Counter Surveillance, Force Protection, A+ Certified IT..., Field Service, Team Leadership, Intelligence Analysis, Security Clearance, Computer Hardware, Analysis, Troubleshooting, System Administration, IT Management, Intelligence, Government, SharePoint, Training, Program Management, Information Assurance, DoD, Network Security, Networking, Data Center, Windows Server, ITIL, VMware, Virtualization, Disaster Recovery, Microsoft Office, Leadership, Management, Customer Service, Research, Microsoft Excel

Education
University of Michigan   2008 — 2010
Master's degree, Computer Engineering

Davenport University   2004 — 2006
Bachelor of Applied Science (B.A.Sc.), Computer Engineering

Henry Ford Community College   2002 — 2004
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies

Lee Bowen, WMS, AIF® Lee Bowen, WMS, AIF® Shreveport, Louisiana Area Details
Lee Bowen, WMS, AIF®'s Raymond James & Associates Experience February 2013 - Present
Job Senior Vice President of Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates   February 2013 - Present
A.G. Edwards   January 1996 - August 1997

Skills
Portfolio Management, Investments, Financial Advisory, Retirement Planning, Asset Management, Financial Analysis, Finance, Series 7, Mutual Funds, Securities, Strategic Planning, Estate Planning, Mortgage Lending, IRAs, Investment Management

Education
Louisiana Tech University

Louisiana State University

Centenary College of Louisiana

C.E. Byrd High School

Lara Jones, CMP Lara Jones, CMP Tampa/St. Petersburg, Florida Area Details
Lara Jones, CMP's Raymond James & Associates Experience September 2004 - December 2005
Job Project Manager in Learning and Development
Industry Education Management
Experience
Price Waterhouse Coopers  February 2010 - Present
R&R Healthcare Communications   September 2006 - December 2008
Raymond James & Associates   September 2004 - December 2005
American Management Systems (AMS)   January 1999 - July 2004

Skills
SEO, Corporate Social..., Marketing Communications, Marketing Strategy, Event Planning, Internal Communications, Strategic Planning, Marketing, Event Management, Public Relations, Corporate Communications, Strategic Communications, Advertising, Account Management, Social Media, Media Relations, Social Media Marketing, Budgets, Integrated Marketing, Email Marketing, New Business Development, Meeting Planning, Project Management, Online Marketing, Social Networking, Online Advertising

Education
George Mason University
BA, Mass Communication

Georgetown University
Certification, Editing and Publications

Larry Moss Larry Moss Greater Detroit Area Details
Larry Moss's Raymond James & Associates Experience December 1984 - Present
Job Senior Vice President, Investments, Financial Advisor, Wealth Management Specialist at Raymond James & Associates
Industry Investment Management
Experience
Raymond James & Associates   December 1984 - Present

Skills
Retirement Planning, Estate Planning, Investment Advisory, Variable Annuities, Social Security

Education
Wayne State University   1971 — 1974
BS, Finance and Accounting

Lawrence Technological University

Oak Park High

Tony Alu Tony Alu Miami/Fort Lauderdale Area Details
Tony Alu's Raymond James & Associates Experience
Job Vice President, Investments at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates  

Skills
Series 7, Securities, Separately Managed..., Mutual Funds, Financial Advisory, Alternative Investments, Finance, Retirement Planning, Wealth Management

Education
Florida State University   1967 — 1970
Marketing & Management

Madelene Bermudez Madelene Bermudez Tampa, Florida Details
Madelene Bermudez's Raymond James & Associates Experience October 2010 - October 2012
Job Voluntary Reorg Generalist at DTCC
Industry Financial Services
Experience
DTCC  October 2012 - Present
Raymond James & Associates   October 2010 - October 2012
Sherwin WilliamsCredit   November 2006 - July 2009
Metro Health Hospital  December 2001 - November 2006

Skills
Accounts Receivable, Cash Management, Microsoft Excel, Accounting, Cash, Bonds, Microsoft Word, General Ledger, Balance, Banking, Payroll, Bloomberg Terminal, Class Actions, Ten Key, Typing, DTC, Microsoft Office, Problem Solving, Cash Application, Credit, Month End Close, P&I Allocations, Journal Entries

Education
Kaplan University-Davenport Campus   2011 — 2015
Bachelor of Science (BS), Accounting

Alicia Davis Alicia Davis Greater Detroit Area Details
Alicia Davis's Raymond James & Associates Experience August 1999 - May 2002
Job Professor at University of Michigan Law School
Industry Higher Education
Experience
University of Michigan Law School  June 2004 - Present
Kirkland & Ellis LLP  2002 - 2004
Raymond James & Associates   August 1999 - May 2002
Goldman Sachs  August 1993 - June 1995

Skills
Financial Management, Corporate Finance, Financial Analysis, Budget Process, Financial Modeling, Strategic Planning, Mergers & Acquisitions, Public Speaking, Research, Management, Leadership, Legal Research, Teaching, Legal Writing, Higher Education, Nonprofits, Corporate Law, Corporate Governance, Empirical Legal Research, Law and Economics, Investor Protection, Community Development

Education
Harvard Business School   1997 — 1999
MBA

Yale Law School   1995 — 1998
Doctor of Law (JD)

Florida Agricultural and Mechanical University   1989 — 1993
B.S., Business Administration

James Wisley James Wisley Bloomington, Indiana Area Details
James Wisley's Raymond James & Associates Experience January 2010 - Present
Job Financial Advisor at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates   January 2010 - Present

Education
Indiana University Bloomington   1993 — 1998
B.A., Secondary Mathematics Education

Danielle Larsen Danielle Larsen Greater New York City Area Details
Danielle Larsen's Raymond James & Associates Experience June 2004 - July 2006
Job Director at Equinox
Industry Real Estate
Experience
Equinox  July 2014 - Present
Knight Frank  January 2012 - July 2014
Bloomberg LP  April 2010 - July 2010
Shorenstein Realty Services  August 2006 - April 2009
Raymond James & Associates   June 2004 - July 2006

Education
New York University - Leonard N. Stern School of Business   2009 — 2011
MBA, Global Business

Hong Kong University of Science and Technology - School of Business and Management   2011 — 2011
International Exchange

London School of Economics and Political Science   2010 — 2010
International Exchange

Florida State University   1999 — 2004
B.S., Finance & Marketing

Philip T. Garcia Philip T. Garcia Dallas/Fort Worth Area Details
Philip T. Garcia's Raymond James & Associates Experience May 2003 - October 2010
Job Vice President Investments Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch  October 2010 - Present
Raymond James & Associates   May 2003 - October 2010
UBS PaineWebber  September 1999 - May 2003

Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Portfolio Management, Finance, Insurance, Retirement, Financial Advisory, Employee Benefits, High Net Worth..., Tax, Investment Advisory, Bonds, Series 7, Wealth Management, Asset Management, Mutual Funds, Equities, Asset Allocation, Financial Planning

Education
Abilene Christian University   1994 — 1998

Robert B. Rowe Jr. CIMA GFS Robert B. Rowe Jr. CIMA GFS Greater Chicago Area Details
Robert B. Rowe Jr. CIMA GFS's Raymond James & Associates Experience May 2005 - January 2011
Job Managing Partner & CCO Enhanced Investment Partners LLC. Managing Member & CCO Rowe Consulting Group LLC.
Industry Investment Management
Experience
Enhanced Investment Partners LLC   June 1990 - Present
Rowe Consulting Group LLC   January 2011 - Present
Rowe Decision Analytics LLC.   January 1988 - March 2011
Raymond James & Associates   May 2005 - January 2011
Morgan Stanley  June 1990 - May 2005
Prudential Securities  January 1982 - June 1990

Skills
Mutual Funds, Series 7, Wealth Management, Alternative Investments, Investment Advisory, Investment Strategies, Investments, Investment Management, Equities, Portfolio Management, Retirement Planning, High Net Worth..., Pensions, ETFs, Financial Services, Asset Management, Defined Benefit, Emerging Markets, Hedge Funds, Fixed Income, Strategic Financial..., Institutional, Series 63, Asset Allocation, Financial Advisory, Securities, 401k, Retirement, Separately Managed..., Fund Of Funds, Wealth Management..., Bonds, Series 24, Institutional..., Risk Management, Series 65, FINRA, Trading, Financial Markets, Funding, Uniform Combined State..., Private Equity, Investment Advisory..., Wealth, Financial Risk, Capital Markets, Estate Planning, Equity Research, Private Placements, Options

Education
Illinois State University   1970 — 1972
B.S.

Lincoln College   1970 — 1972

Hugh Daniels Hugh Daniels Scottsdale, Arizona Details
Hugh Daniels's Raymond James & Associates Experience April 2008 - April 2010
Job National Recruiter of High Net Worth Financial Advisors
Industry Financial Services
Experience
Willis Consulting of Arizona   March 2012 - Present
Daniels Wealth Management   April 2010 - March 2012
Raymond James & Associates   April 2008 - April 2010
Homecomings Financial  April 2007 - October 2007
Axis Mortgage and Investments   2006 - 2007
GreenPoint Mortgage  April 1996 - December 2005

Skills
Series 7, Executive Search, Series 66, Talent Acquisition, Coaching, Innovative Thinking, FA Recruiting, RIA, Bank Brokerage, Wire House Firms, Investment Banks, Independent Broker..., Regional Brokerage Firms, Investment Banking, Equities, Financial Analysis, Uniform Combined State..., Series 24, Alternative Investments, Series 63, Sales, Asset Allocation, Equity Research, Investment Strategies, Management, Finance, Brokerage, Capital Markets, Investment Advisory, Recruiting, Investments, Asset Management, Financial Services

Education
University of Nevada Las Vegas Lee Business School   1985 — 1987

City College of San Francisco   1981 — 1983
Hotel and Restaurant

Brian Roguske Brian Roguske Greater Denver Area Details
Brian Roguske's Raymond James & Associates Experience January 2001 - January 2003
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors  May 2012 - Present
Sun Life  October 2011 - January 2012
Sun Life Financial Distributors, Inc   October 2011 - January 2012
Sun Life Financial  October 2011 - December 2011
MetLife  December 2006 - September 2011
MetLife Investors Distribution Company  January 2006 - September 2011
AIG SunAmerica 2005 to 2006   January 2005 - December 2006
Raymond James & Associates   January 2001 - January 2003

Skills
Series 7, Series 63, Annuity, Annuities, Wholesaling, Public Speaking, Retirement Income..., Financial Advisory, Fixed Annuities, Investments, Marketing, Mutual Funds, Retirement, Retirement Planning, Sales, Sales Operations, Variable Annuities, Wealth Management, Wholesale, 401k, Insurance

Education
Western Michigan University   1998 — 2001
Bachelor of Arts, Economics

Western Michigan University   1998 — 2001
Bachelor of Arts, Economics; Japanese language; economics

Kalamazoo College   1995 — 1996

Michelle Bryant Michelle Bryant South Bend, Indiana Area Details
Michelle Bryant's Raymond James & Associates Experience August 2005 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James & Associates   August 2005 - Present
McDonald Investments  March 1998 - August 2005
Merrill Lynch  August 1992 - March 1998

Skills
Retirement Planning, Investments, Finance, Financial Advisory, Securities, Estate Planning, Wealth Management, Mutual Funds, Series 7, Managerial Finance, Project Planning, Strategic Financial...

Education
Indiana University South Bend

Edward Jonathan K. Han-Burgess, CFA Edward Jonathan K. Han-Burgess, CFA Minneapolis, Minnesota Details
Edward Jonathan K. Han-Burgess, CFA's Raymond James & Associates Experience 2006 - 2011
Job Healthcare Integrated Insight and Pharma Strategy
Industry Pharmaceuticals
Experience
Upsher-Smith Laboratories  November 2013 - Present
E.Han-Burgess Consulting   2012 - Present
Raymond James & Associates   2006 - 2011
Dimensional Fund Advisors  2005 - 2006
Lehman Brothers  2001 - 2004

Skills
Investment Banking, Financial Modeling, Equity Research, Valuation, Financial Analysis, Emerging Markets, Corporate Finance, Strategy, Forecasting, Pharmaceutical Industry, Pharmaceutical Law, Pharmaceutical..., Generic Drugs, Specialty Pharmaceutical, Healthcare Consulting, Healthcare Analytics, Hatch-Waxman, Medical Devices, Healthcare Information..., Healthcare Industry, Investor Relations, Competitive Analysis, Venture Capital, Private Equity, Mergers & Acquisitions, Hedge Funds, Investments, Corporate Development, M&A experience, Financial Services, Economics, Competitive Intelligence, Market Research, Marketing Strategy, Management Consulting, Business Strategy, Market Analysis, Strategic Consulting, Analytics, Due Diligence, Management, Analysis, Leadership, Cross-functional Team..., Finance

Education
INSEAD
MBA, Business Administration and Management, General, Graduated with Distinction (top 10%)

New York University
Master of Science (MS)

University of California, Los Angeles
Spanish, Political Science

University of Miami
BAIS

Robert Altizer Robert Altizer Greater Detroit Area Details
Robert Altizer's Raymond James & Associates Experience May 2004 - Present
Job WMS, Wealth Management Specialist at Raymond James & Associates
Industry Financial Services
Experience
Dearborn Chamber of Commerce  January 2011 - Present
Arc of Dearborn   January 2005 - Present
Raymond James & Associates   May 2004 - Present
Hilliard Lyons  November 1997 - May 2004
First of Michigan Corporation  April 1994 - November 1997

Skills
Financial Planning, Retirement Plan..., Life & Health Insurance, Annuities, Tax Efficient Investing, Retirement Planning, Investments

Education
Central Michigan University   1986 — 1991
BS in BA

Jeff Cornell Jeff Cornell Greater Chicago Area Details
Jeff Cornell's Raymond James & Associates Experience 2005 - Present
Job Managing Director, Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James  January 2005 - Present
Raymond James & Associates   2005 - Present
The ManKind Project (MKP)   2002 - Present

Education
North Park University   1987 — 1989
Bachelor of Business Administration (B.B.A.), Economics

Clarion University of Pennsylvania   1983 — 1986
Bachelor of Business Administration (BBA), Economics

Steven Dangel Steven Dangel Greater Grand Rapids, Michigan Area Details
Steven Dangel's Raymond James & Associates Experience April 2009 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates   April 2009 - Present
Merrill Lynch  September 1988 - April 2009
PaineWebber  July 1973 - September 1988

Skills
Investments, Securities, Retirement Planning, Series 7, Investment Advisory

Education
Central Michigan University   1970 — 1972
Masters Degree in Business Administration, Management

Ferris State University   1966 — 1968
Bachelors Degree in Business Administration, Management

Debi Thompson Debi Thompson Sarasota, Florida Area Details
Debi Thompson's Raymond James & Associates Experience May 1999 - March 2008
Job Family Advocate at Children First
Industry Education Management
Experience
State of Florida Child Support Enforcement   February 2014 - May 2015
Goodwill Manasota  November 2013 - January 2014
Children First  July 2011 - December 2013
Children First, Inc  March 2008 - April 2011
Raymond James & Associates   May 1999 - March 2008

Skills
Event Planning, Public Speaking, Research, Social Media, Event Management, Teaching, Employee Relations, New Hire Orientations, Human Resources, Benefits Administration, HRIS, Project Management, Recruiting, HR Policies, Employee Benefits, Performance Management

Education
Florida Gulf Coast University   2010 — 2011
Family Development, Social Work

Gregg Weiss Gregg Weiss West Palm Beach, Florida Area Details
Gregg Weiss's Raymond James & Associates Experience Advisory Board MemberKids In DistressJanuary 1987 - Present
Job Advisory Board Member at Kids In Distress
Industry Financial Services
Experience
Raymond James & Associates   Advisory Board MemberKids In DistressJanuary 1987 - Present

Education
Florida Atlantic University   1987 — 1990
Economics

Eunice Anderson Eunice Anderson New York, New York Details
Eunice Anderson's Raymond James & Associates Experience 2014 - 2015
Job
Industry Education Management
Experience
General Assemb.ly  August 2015 - Present
Raymond James & Associates   2014 - 2015

Education
Bates College   2010 — 2014
Bachelor of Arts (B.A.), Politics - Political Economy

University of Ghana   2013 — 2013
Legon Semester Abroad - Development, Political Economics, Sociology

Jon Lieber Jon Lieber Greater Denver Area Details
Jon Lieber's Raymond James & Associates Experience June 2009 - Present
Job Vice President, Investments at Lieber Financial Group of Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates   June 2009 - Present
AG Edwards  May 1995 - June 2009

Education
Franklin Pierce University   1979 — 1984
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Lisa Wink Lisa Wink Clarkston, Michigan Details
Lisa Wink's Raymond James & Associates Experience January 2013 - Present
Job Retirement Plan Specialist at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates   January 2013 - Present

Skills
Retirement Planning, Financial Services, Portfolio Management, Financial Planning, Insurance, Wealth Management, Financial Analysis, Mutual Funds, Investments, Finance, SharePoint, Microsoft Office, Customer Service, Process Improvement

Education
Florida State University
Bachelor of Arts (B.A.), English Language and Literature, General

Leah Ogden, CFA Leah Ogden, CFA Chapel Hill, North Carolina Details
Leah Ogden, CFA's Raymond James & Associates Experience April 2011 - Present
Job Financial Advisor at Raymond James, 1380 Environ Way, Chapel Hill, NC 27517 Phone: 9199184880
Industry Investment Management
Experience
Raymond James & Associates   April 2011 - Present
Kuhn & Carson, Investment Counsel   2008 - 2010
Woodward Financial Advisors   2003 - 2008
STW Fixed Income Managment   January 1999 - August 2000
Jefferson Pilot Financial  1994 - 1998
ElectriCities of NC  1987 - 1994
J. Lee Peeler & Company   1982 - 1987
Union Commerce Bank   1980 - 1982

Skills
Financial Planning, Portfolio Management, Tax-advantaged..., Investments, Fixed Income Portfolio..., Retirement Planning, Long-term Care, Public Speaking, Investment Strategies, Securities, Finance, Financial Advisory

Education
Duke University - The Fuqua School of Business
MBA

Kenyon College
BA

Michael Weinman Michael Weinman Melville, New York Details
Michael Weinman's Raymond James & Associates Experience June 2014 - Present
Job Financial Advisor at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates   June 2014 - Present

Education
LIU Post   2006 — 2011

Emily Hager Emily Hager Cincinnati Area Details
Emily Hager's Raymond James & Associates Experience May 2009 - August 2009
Job Associate Project Manger at POSSIBLE
Industry Marketing and Advertising
Experience
POSSIBLE  February 2015 - Present
Move Your Hyde Power Yoga   July 2014 - Present
POSSIBLE  August 2014 - February 2015
POSSIBLE  May 2014 - August 2014
Move Your Hyde Power Yoga   November 2013 - May 2014
University of Cincinnati  August 2013 - April 2014
Ernst & Young  July 2012 - August 2013
J.Crew  December 2011 - June 2012
Bartlett & Company   August 2010 - March 2011
Raymond James & Associates   May 2009 - August 2009

Skills
Microsoft Office, Social Media, Social Networking, Auditing, Marketing Strategy, Analysis, Marketing, Advertising

Education
University of Cincinnati College of Business   2013 — 2014
Master's Degree, Marketing

University of Cincinnati College of Business   2010 — 2012
Bachelor of Business Administration (BBA), Finance, Information Systems

Indiana University - Kelley School of Business   2008 — 2009
Bachelor of Business Administration (BBA), Technology Management and Finance

Victoria Taylor Victoria Taylor Traverse City, Michigan Details
Victoria Taylor's Raymond James & Associates Experience April 2009 - Present
Job Registered Paraplanner, Financial Planning Assistant at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates   April 2009 - Present
Lake-Osceola State Bank  June 2006 - December 2010

Skills
Investments, Finance, Securities, Customer Service, Banking, Series 7, Retirement Planning, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, FINRA, Mutual Funds, Microsoft Office, Retirement, Uniform Combined State..., 401k, IRAs

Education
Ferris State University   2007 — 2010
Bachelors of Science, Finance; Investment Concentration

Adrian Rahimi Adrian Rahimi Miami, Florida Details
Adrian Rahimi's Raymond James & Associates Experience May 2015 - Present
Job Intern at Raymond James & Associates| Investments | Portfolio Manager | Financial Advising Track
Industry Financial Services
Experience
Raymond James & Associates   May 2015 - Present
Ameriprise Financial Services, Inc.   January 2015 - May 2015
Florida International University  December 2014 - May 2015
Lindt & Sprungli  February 2013 - February 2015

Skills
Public Speaking, Finance, Entrepreneurship, Time Management, Economics, Marketing, Social Media Marketing, Social Networking, Investments, Microsoft Excel, Customer Service

Education
Florida International University - College of Business   2012 — 2016
Bachelor's degree, Finance and Economics, 3.9/4.0

Newman Rossie Newman Rossie Birmingham, Alabama Area Details
Newman Rossie's Raymond James & Associates Experience April 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Raymond James & Associates   April 2015 - Present
Invesco Ltd.  May 2011 - April 2014
Atwell, LLC  May 2010 - April 2011
Wells Fargo  May 2009 - May 2010
Campaign for the 9th Congressional District of Tennessee   January 2006 - November 2006

Education
Northern Arizona University, College of Business Administration   2007 — 2009
BSBA, Cum Laude, Finance and Marketing

Auburn University   2000 — 2004
Finance and Financial Management Services

Daniel Di Fondi Daniel Di Fondi Phoenix, Arizona Area Details
Daniel Di Fondi's Raymond James & Associates Experience 1995 - 2012
Job Designer at Bannik Designs
Industry Design
Experience
Bannik Designs   April 2014 - Present
Don't Poke the Dog   November 2013 - Present
Michaels Arts and Crafts  April 2012 - Present
Express Scripts  July 2012 - November 2013
Raymond James & Associates   1995 - 2012
National Partnership Exchange   June 1992 - May 1995

Skills
Creativity, Digital Photography, Microsoft Office, Word, Excel, Outlook, PowerPoint, Reuters, Series 7, Series 63, Teamwork, Detail Orientation, Problem Solving, Customer Service, Administrative Support, Art, Social Skills, Collectibles, People Skills, Kindness, Patience, Ceramic, Pottery, Billiards, Poker, Pets, Microsoft Excel, Microsoft Word, Administrative..., Investment Advisory, Finance, Securities, Mutual Funds, Equity Trading, Technical Analysis, Stocks, Photoshop, Vector Illustration, Photography, Graphic Design

Education
Arizona State University   2015 — 2017
Bachelor’s Degree, Graphic Information Technology

Mesa Community College   2013 — 2015
Associate's Degree, Digital Arts/Graphic Design, 3.8

Mohawk Valley Community College   1984 — 1989
Associate of Applied Science, Business/Fine Arts, 3.5

Munson Williams Proctor Institute   1981 — 1983
Courses in Drawing, Painting, Sculpture, Photography, Pottery & Art History

Nancy L. Daniel, MSA Nancy L. Daniel, MSA Bay Village, Ohio Details
Nancy L. Daniel, MSA's Raymond James & Associates Experience July 2004 - April 2007
Job Financial Advisor/Owner at Crescendo Finance
Industry Financial Services
Experience
CRESCENDO FINANCE LLC   June 2007 - Present
Raymond James & Associates   July 2004 - April 2007
Smith Barney/Citigroup  February 2001 - June 2004
Morgan Stanley/Dean Witter  June 1993 - February 2001

Skills
Securities, Retirement, Portfolio Management, 401k Rollovers, Roth IRA, FINRA, 401k, Financial Advisory, Series 65, Strategic Financial..., Saving for Education, Investment Strategies, 529 Plans, College Savings Plans, Series 7, IRAs, Fixed Annuities, Retirement Planning, Investments, Investment Advisory, Insurance, Bonds, Financial Planners, Long-term Care, ETFs, Investment Advisory..., Stocks, Estate Planning, Series 63, Strategic Planning, Strategy, Options, Personal Financial..., Term Life Insurance, Life Insurance, Small Business, Wealth Management, Education Funding, College Education..., Investment Management, Separately Managed..., Employee Benefits, Wealth Accumulation, Municipal Bonds, Asset Allocation, Retirement Savings, Wealth Management..., Wealth, Long Term Care Insurance, Finance

Education
Eastern Michigan University   1980 — 1989
Master of Science, Accounting

Michigan State University   1972 — 1979
Ba/Ba, Music Education/Music Therapy

Charles Zheng Charles Zheng Greater New York City Area Details
Charles Zheng's Raymond James & Associates Experience July 2013 - March 2015
Job Private Equity Analyst at Partners Group
Industry Venture Capital & Private Equity
Experience
Partners Group  April 2015 - Present
Raymond James & Associates   July 2013 - March 2015
Morgan Creek Capital Management  June 2012 - August 2012
GE Aviation  May 2011 - August 2011
GE Capital  May 2010 - August 2010

Skills
Investments, Financial Modeling, Valuation, Capital IQ, Bloomberg, SNL, Microsoft Office, Economics, International Business, Research, Mandarin, Organization, Crystal Ball

Education
University of North Carolina at Chapel Hill   2009 — 2013
Business Administration, Economics

The Chinese University of Hong Kong   2012 — 2012
Global Business Studies

Copenhagen Business School   2011 — 2011
International Business

Kyle McCuen Kyle McCuen Little Rock, Arkansas Details
Kyle McCuen's Raymond James & Associates Experience July 2012 - June 2015
Job Associate at The Stephens Group, LLC
Industry Venture Capital & Private Equity
Experience
The Stephens Group, LLC   July 2015 - Present
Raymond James & Associates   July 2012 - June 2015
CCG Advisors  May 2011 - August 2011

Skills
Financial Modeling, Valuation, Bloomberg, Finance, Microsoft Excel

Education
Georgia Institute of Technology
BSBA with a Concentration in Finance, Highest Honors

Chris Musino Chris Musino Miami, Florida Details
Chris Musino's Raymond James & Associates Experience October 2010 - February 2011
Job Relationship Manager Associate
Industry Financial Services
Experience
Citi  September 2013 - Present
Med-Craft, Inc.   October 2012 - September 2013
Raymond James & Associates   October 2010 - February 2011
Wachovia Securities LLC  September 2008 - September 2010
Wachovia Bank N.A  December 2006 - August 2008
WheelsNext, Inc   January 2003 - November 2006
Comprehensive Medical Staffing, Inc. / Comprehensive Medical Services, Inc   June 1998 - January 2003

Skills
Sales, Management, Finance, Marketing, Building Relationships, Customer Retention, Business Relationship..., Banking, Customer Service, Customer Satisfaction, Sales Presentations, Microsoft Office, Interpersonal Skill, Team Leadership, Teamwork, Series 7, Series 63, Series 65

Education
Florida International University
Bachelors Degree, Finance

Miami Dade Community College
Associate Degree, Arts

Westminister Christian High School
Diploma

Ravi Chatani Ravi Chatani Tampa, Florida Details
Ravi Chatani's Raymond James & Associates Experience August 1998 - May 1999
Job Chief Executive Officer at VistaPay, LLC
Industry Financial Services
Experience
VistaPay, LLC   October 2013 - Present
Benchmark Payment Systems   2014 - 2015
Benchmark Payment Systems   2014 - 2015
IVP ANIMAL HEALTH   December 2011 - January 2013
Vanguard Payment Systems   August 2005 - November 2011
WELLCARE HEALTH PLANS  February 2004 - August 2005
BIJOUX INC   August 2000 - January 2004
RAYMOND JAMES & ASSOCIATES   August 1998 - May 1999

Skills
New Business Development, Business Strategy, Mergers & Acquisitions, Entrepreneurship, Strategic Planning, Business Development, Sales Management, Strategy, Strategic Partnerships, Leadership, Executive Management, E-commerce, Management, Finance, Cross-functional Team..., Business Planning, Financial Modeling, Sales, Due Diligence, Budgets, Marketing

Education
Emory University - Goizueta Business School   1999 — 2000
MBA, General Management & Finance

Emory University   1994 — 1998
BBA, Finance

CCC

Katie Liedtke Katie Liedtke Petoskey, Michigan Details
Katie Liedtke's Raymond James & Associates Experience May 2006 - September 2007
Job Director of Business Development at Fortis Management Group, LLC
Industry Hospital & Health Care
Experience
Fortis Management Group, LLC  September 2015 - Present
Fortis Management Group, LLC  July 2015 - September 2015
Extendicare  February 2012 - July 2015
Extendicare  November 2009 - February 2012
Tendercare of Leelanau   September 2008 - December 2009
Ufer & Co. Insurance   September 2007 - September 2008
Raymond James & Associates   May 2006 - September 2007
Baughman Capital Management   September 2003 - May 2006
Heidi Kussurelis Agency, Nationwide Insurance   November 2000 - September 2003

Skills
Long-term Care, Team Building, Event Planning, Event Management, Management, New Business Development, Marketing Strategy, Social Media, Marketing Communications, Advertising, Research, Social Networking, Business Planning, Medicaid, Elder Care, Training, Quality Improvement, Leadership, Retirement Homes, Nursing, Program Development, Physician Relations, Sales, Acute Care, Healthcare Industry, Case Managment, Healthcare Consulting, Case Management

Education
Eastern Michigan University   2005 — 2007
Bachelor of Arts (BA), Social Sciences and Business

Washtenaw Community College   2000 — 2002
Associate of Arts and Sciences (A.A.S.)

Chuck Collins, AAMS® Chuck Collins, AAMS® Columbus, Georgia Details
Chuck Collins, AAMS®'s Raymond James & Associates Experience 2006 - Present
Job Detail oriented Wealth Management Advisor helping clients manage multigenerational wealth.
Industry Financial Services
Experience
Raymond James & Associates   2006 - Present
Raymond James Morgan Keegan  2006 - 2013
Merrill Lynch  1994 - 2005
Synovus  1983 - 1993

Skills
Wealth Management, Portfolio Management, Estate Planning, Investment Strategies, Retirement Plan..., Investment Management, Banking, Bonds, Employee Benefits, Risk Management, Retirement Planning, Life Insurance, Asset Allocation, Asset Based Lending, Small Business Lending, Municipal Bonds, Derivatives, Private Equity, Financial Modeling, Financial Analysis, Asset Management, Financial Services, Personal Budgeting, Series 65, Wealth Management..., Investment Banking, Retirement, Finance, Mutual Funds

Education
College for Financial Planning
Accredited Asset Management Specialist, AAMS®, Asset Management

Kaplan University
Wealth Management Specialist, Wealth Management

Columbus State University
BBA, Finance

Tom Diem, CFP®, ChFC® Tom Diem, CFP®, ChFC® Fort Wayne, Indiana Area Details
Tom Diem, CFP®, ChFC®'s Raymond James & Associates Experience July 1998 - November 2002
Job Financial Coach at Diem Wealth Management
Industry Financial Services
Experience
Diem Wealth Management   February 2013 - Present
Diem Wealth Management--Helping People Secure Their Retirement   June 2012 - Present
MatsonMoney--Save The Investor-Save the World   2010 - Present
Cantella  January 2003 - June 2012
Raymond James & Associates   July 1998 - November 2002
Roney & Company  April 1994 - July 1998
Diem Financial Services   October 1989 - July 1994
Bankers Life and Casualty  December 1980 - October 1989

Skills
Wealth Management, Strategic Financial..., Investments, Fixed Annuities, Insurance, Life Insurance, Financial Planners, High Net Worth..., Retirement Planning, Retirement, Investment Advisory, Estate Planning, IRAs, Financial Advisory, Asset Managment, Portfolio Management, Long-term Care, Financial Services, Uniform Combined State..., College Savings Plans, Asset Allocation, Mutual Funds, Small Business, Finance, Strategic Planning, Management, Customer Service, Team Building, Leadership

Education
College for Financial Planning
CFP(R), Investments, Insurance, Taxation, Estate Planning, Retirement Plans

The American College
LUTCF, Business, Estate and Retirement Planning

The American College
ChFC, Advanced Financial Planning

University of Maryland University College
General Studies

Carissa Serylo Carissa Serylo Greater Detroit Area Details
Carissa Serylo's Raymond James & Associates Experience July 2008 - July 2009
Job OWNER: SprayChic Airbrush Tanning, LLC
Industry Health, Wellness and Fitness
Experience
SprayChic Airbrush Tanning   April 2008 - Present
Raymond James & Associates   July 2008 - July 2009
Quicken Loans  December 2004 - May 2008
The Somerset Collection   November 2001 - December 2004
Dunning Motors  1999 - 2000

Skills
Spray Tanning, Customer Service, Customer Satisfaction, Marketing, Leadership, Management, Facebook, Social Media, Time Management, Loans, Credit, Social Media Marketing, Refinance, Microsoft Office, Banking, Customer Retention, Spray Tan Master..., Loan Origination, FHA, Microsoft Excel, Residential Mortgages, Outlook, Business Development, Long-term Customer..., Social Networking, Finance, Business Planning, Business Strategy, Customer Relations, Marketing Strategy, Entrepreneurship, Advertising, HVLP, Apple Numbers, Apple Pages, iWeb SEO Tool, Airbrush Tanning, Beauty Industry

Education
Eastern Michigan University   1996 — 1998
Telecommunications & Film

Tecumseh High School   1992 — 1996
Diploma

Brad Welch Brad Welch Tampa/St. Petersburg, Florida Area Details
Brad Welch's Raymond James & Associates Experience October 1991 - September 1995
Job President, Welch Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   October 1995 - Present
Welch Financial, Inc.   October 1995 - Present
Raymond James & Associates   October 1991 - September 1995

Skills
Investments, Wealth Management, Financial Advisory, Series 7, Series 63, Retirement Planning, Asset Allocation, Alternative Investments, Investment Strategies, Portfolio Management, Financial Planning, Private Equity, Investment Banking, IRAs, Equities, Finance, Insurance, Mergers & Acquisitions, Strategic Financial...

Education
Duke University   1979 — 1982
BA, Economics

Choate Rosemary Hall   1977 — 1979

Nelly Gonzalez-Vinas Nelly Gonzalez-Vinas Miami/Fort Lauderdale Area Details
Nelly Gonzalez-Vinas's Raymond James & Associates Experience May 2010 - June 2010
Job Business Operations at CBRE
Industry Commercial Real Estate
Experience
CBRE  April 2014 - Present
Work It Out Now   December 2012 - May 2014
Law Office of Vanessa Gonzalez-Vinas, PA   January 2010 - December 2012
Raymond James & Associates   May 2010 - June 2010
Lowell International Realty   January 2010 - March 2010
The Langhorne Company   September 2008 - November 2009
The Pendas Law Firm   May 2006 - July 2006
Law Offices of Gardana and Fabian   May 2005 - August 2005

Skills
CRM software, Office Management, Legal Support, Mac OS X, HTML + CSS, JavaScript, Microsoft Office, CRM, Administrative..., Legal Assistance, Microsoft Excel, Software Documentation, QuickBooks, HTML, Payroll, Outlook, OS X, Legal Writing, Time Management, Microsoft Word, Accounting

Education
Florida International University   2015 — 2015
Master of Science (MS), Real Estate

Florida International University - College of Business   2007 — 2009
B.B.A., Finance

University of Central Florida   2004 — 2007
A.A., Political Science and Economics

Brian Albers, CFP® Brian Albers, CFP® Greenville, South Carolina Details
Brian Albers, CFP®'s Raymond James & Associates Experience July 2013 - Present
Job Branch Operations Manager at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates   July 2013 - Present
Raymond James & Associates   July 2012 - July 2013
Raymond James  May 2007 - September 2011
Horizon Investments  January 2007 - May 2007

Education
Davidson College   2003 — 2007
Bachelor of Arts, History

Houston High School, Germantown, TN   1999 — 2003

Brent Burrows Brent Burrows Greater Denver Area Details
Brent Burrows's Raymond James & Associates Experience
Job First Vice President Investments
Industry Financial Services
Experience
Raymond James & Associates  

Skills
Portfolio Management, Investments, Strategic Planning, Finance, Securities, Financial Analysis

Education
Allegheny College   1977 — 1981
Bachelor of Science (BS), Economics

Kristen Whalen Kristen Whalen Indianapolis, Indiana Area Details
Kristen Whalen's Raymond James & Associates Experience May 2007 - August 2008
Job Sales Representative at Stryker
Industry Medical Devices
Experience
Stryker  January 2013 - Present
Stryker  June 2011 - March 2014
Stryker  June 2011 - September 2011
Altria Sales & Distribution  June 2010 - August 2010
Midwest Title Insurance Agency   May 2009 - August 2009
Raymond James & Associates   May 2007 - August 2008

Skills
CRM, Marketing, Sales Operations, Sales, Customer Service, Market Analysis, Retail, Microsoft Excel, Real Estate, Social Media, PowerPoint, Microsoft Office

Education
Indiana University - Kelley School of Business   2007 — 2011
Bachelor of Science, Business:Marketing, Psychology

Indiana University Bloomington   2007 — 2011
Bachelor's degree, Marketing

Terry Morris, CFP® Terry Morris, CFP® Greater Memphis Area Details
Terry Morris, CFP®'s Raymond James & Associates Experience August 2012 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates   August 2012 - Present
Wings Cancer Foundation   August 2012 - Present
Morgan Stanley  March 1999 - August 2012
Choctaw, Inc.   November 1994 - March 1999
Price Waterhouse Coopers  January 1992 - November 1994

Skills
Investments, Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Series 63, Securities, Asset Management, Portfolio Management, Asset Allocation, Cash Management, Estate Planning, Finance, Financial Services, Mutual Funds, Uniform Combined State..., Retirement, Life Insurance, Fixed Income, Asset Managment, Financial Analysis, Fixed Annuities, Investment Advisory, Tax, Financial Modeling, Financial Planning

Education
Christian Brothers University   2004 — 2004
Certificate, Financial Planning

Certified Public Accountant

The University of Memphis   1986 — 1991
BBA, Accounting

Briarcrest Christian High School   1980 — 1986

Bill Naylor Bill Naylor Greater Detroit Area Details
Bill Naylor's Raymond James & Associates Experience May 2005 - Present
Job SAN Analyst II at Raymond James and Associates
Industry Information Technology and Services
Experience
Raymond James and Associates  May 2005 - Present
Raymond James & Associates   May 2005 - Present
Black Hills Corporation  May 2004 - April 2005
United States Air Force  May 2000 - May 2004
United States Air Force  July 1997 - May 2000

Skills
NetApp, VMAX, SAN, VNX, VMware, Disaster Recovery, CX4, Brocade Fibre Switches, Fiber Optics, Customer Service, Project Management, Cisco UCS, Active Directory, Servers, Symmetrix, EMC Storage, Data Center, NAS, Technical Support, Hardware, HP, VMware ESX, Citrix, Business Continuity, IT Management, Microsoft Certified..., Virtualization, Storage Area Networks, Replication, Storage, Troubleshooting, Switches, Infrastructure

Education
Central Michigan University   2001 — 2003
Master of Science Degree, Administration/Management

Wayland Baptist University   2001 — 2003
Bachelor of Science Degree, Information Systems Management

Leadership and Management AcademyUS Air Force Leadership Academy

Bob Fenneman Bob Fenneman Evansville, Indiana Area Details
Bob Fenneman's Raymond James & Associates Experience September 2007 - Present
Job Vice President, Investments at Raymond James & Associates
Industry Investment Management
Experience
Raymond James & Associates   September 2007 - Present
A.G. Edwards & Sons, Inc.   January 1996 - September 2007
Deaconess Health System  April 1983 - January 1996

Skills
Retirement Planning, Investments, Mutual Funds, Finance, Securities, Alternative Investments, Wealth Management, Insurance, Asset Allocation, Microsoft Office, Risk Management, Portfolio Management, Estate Planning, Strategic Financial..., Long Term Care Insurance, Financial Advisory, Financial Analysis, Investment Advisory

Education
Cornell University   1977 — 1979
MRP, Health Planning

Indiana University Bloomington   1972 — 1976
BS, Business Economics & Public Policy

F.J. Reitz High School   1968 — 1972

Paul E. Miller Jr ,CFP® Paul E. Miller Jr ,CFP® Cleveland/Akron, Ohio Area Details
Paul E. Miller Jr ,CFP®'s Raymond James & Associates Experience September 2008 - Present
Job Senior VP, Investments, Raymond James & Associates 159 Crocker Park Blvd., Suite 390, Westlake, OH 44145 4408011629
Industry Financial Services
Experience
Raymond James & Associates   September 2008 - Present
Wachovia Securities  July 2006 - September 2008
A.G. Edwards & Sons, Inc.   June 1999 - September 2008
PaineWebber  1995 - 1999
Kidder, Peabody/GE Capital   1987 - 1995

Skills
Series 7, Alternative Investments, Wealth Management, Investments, Fixed Annuities, Portfolio Management, Mutual Funds, Retirement, Retirement Planning, Hedge Funds, Securities, Asset Managment

Education
College for Financial Planning   1990 — 1994
CFP®, Professional education

GE Investment Corp.   1990 — 1990
GE trained in benefits and pensions

Kent State University   1981 — 1986
BBA, Finance

west holmes

Paul Johan Paul Johan Tampa/St. Petersburg, Florida Area Details
Paul Johan's Raymond James & Associates Experience July 1997 - June 2001
Job Partner at Ballast Point Ventures
Industry Venture Capital & Private Equity
Experience
Ballast Point Ventures  June 2001 - Present
Raymond James & Associates   July 1997 - June 2001
Hunter Capital Group   June 1996 - June 1997
Wachovia Securities  June 1994 - June 1996
Federal Reserve Bank of Atlanta  May 1989 - August 1992

Skills
Venture Capital, Private Equity, Corporate Development, Mergers, Due Diligence, Valuation, Corporate Finance, Business Valuation, Financial Modeling, Investments, Private Placements, Growth Capital

Education
University of Virginia Darden School of Business   1992 — 1994
MBA, Business

Emory University   1984 — 1988
BA, Economics

Martina Manning Martina Manning Tampa/St. Petersburg, Florida Area Details
Martina Manning's Raymond James & Associates Experience January 1998 - January 2000
Job MBA, Lean Six Sigma Green Belt
Industry Financial Services
Experience
QualCore Consulting, LLC   January 2015 - Present
Anitram Properties   June 2013 - Present
Fitch Ratings, Inc  November 2007 - July 2011
Morgan Keegan & Company  February 2000 - December 2001
University of West Florida  January 2001 - April 2001
Raymond James & Associates   January 1998 - January 2000
University of West Florida  March 1996 - December 1997
Merit Behavioral Care Systems   October 1992 - August 1995

Skills
Financial Analysis, Investments, Finance, Valuation, Loans, Investment Banking, Credit, Corporate Finance, Financial Structuring, Structured Finance, Mergers & Acquisitions, Business Development, Strategy, Bonds, Forecasting, Marketing Strategy, Analysis, Financial Risk, Wealth Management, Asset Management, Business Strategy, Portfolio Management, Capital Markets, Fixed Income, Financial Modeling, Bloomberg, Lean Six Sigma, Green Belt

Education
University of West Florida - College of Business
MBA, Finance

USF Continuing Education

Auburn University
BA, Psychology, Marketing, Speech Communications

Anthony DeLordo Anthony DeLordo Greater Chicago Area Details
Anthony DeLordo's Raymond James & Associates Experience April 2007 - February 2012
Job Financial Advisor
Industry Financial Services
Experience
Raymond James & Associates   April 2007 - February 2012

Education
DePaul University   1996 — 2006
Bachelor's degree, Psychology

Sean McQuinn Sean McQuinn Tampa/St. Petersburg, Florida Area Details
Sean McQuinn's Raymond James & Associates Experience January 1997 - June 2003
Job Owner of Financial Planning Technologies
Industry Computer Software
Experience
Financial Planning Technologies   June 2003 - Present
JW Cole Financial, Inc.   July 2013 - May 2014
Raymond James & Associates   January 1997 - June 2003
Raymond James Financial, Inc  January 1995 - January 1997
Raymond James Financial, Inc  January 1992 - January 1995

Skills
Project Management, Software Training, .Net, Business Analysis, Public Speaking, Troubleshooting, Procurement, Portfolio Management, Hands-on Training, Wealth Management, SaaS, Investments, Start-ups, .NET, Asset Allocation, Management, Risk Management

Education
College for Financial Planning   2001 — 2003
CFP, Financial Planning

University of Florida   1988 — 1992
B.S., Economics

Patrick Dunnigan Patrick Dunnigan Raleigh-Durham, North Carolina Area Details
Patrick Dunnigan's Raymond James & Associates Experience January 2007 - October 2010
Job Principal at River Cities Capital Funds
Industry Venture Capital & Private Equity
Experience
River Cities Capital Funds  September 2014 - Present
River Cities Capital Funds  June 2014 - September 2014
VAZATA (Ballast Point Ventures portfolio company)   January 2013 - June 2013
Ballast Point Ventures  October 2010 - November 2012
Raymond James & Associates   January 2007 - October 2010

Skills
Venture Capital, Financial Modeling, Valuation, Private Equity, Financial Analysis, Due Diligence, Corporate Finance, Mergers, Corporate Development, Investment Banking, Business Valuation, Capital Markets, Alternative Investments, Investments, Mergers & Acquisitions, Cloud Computing, Start-ups, Bloomberg, Enterprise Software

Education
Duke University - The Fuqua School of Business   2013 — 2015
Master of Business Administration (MBA)

University of Florida   2003 — 2006
BS, Finance & Entrepreneurship, Cum Laude

Janusz Chrzastek Janusz Chrzastek Saint Petersburg, Florida Details
Janusz Chrzastek's Raymond James & Associates Experience January 2012 - April 2013
Job IT Professional
Industry Information Technology and Services
Experience
Franklin Templeton Investments  August 2015 - Present
Tech Data  July 2013 - June 2014
Raymond James & Associates   January 2012 - April 2013
Franklin Templeton (Milestone Technologies)   September 2009 - January 2012

Skills
Computer Hardware, Network Systems, Microsoft Office, Routers, Switches, Desktop Application..., Networking, Active Directory, VMware, Microsoft Exchange, Windows Server, Citrix, Servers, Technical Support, DHCP, Windows 7, Windows XP Pro, DNS, Information Security, System Administration, Troubleshooting, Virtualization, Blackberry Enterprise..., Software Documentation, Network Administration, Network Security, Blackberry, TCP/IP, Information Technology, Integration, IT Strategy, Program Management, Process Improvement, Incident Management, HP, Laptops, Software Installation, Help Desk Support, Operating Systems, Customer Service, Cisco Technologies, Disaster Recovery, SharePoint, Cloud Computing, Vendor Management

Education
DeVry University-Florida   2009 — 2012
Associate of Science (A.S.), Computer Networking Systems

Sean Memon Sean Memon Washington D.C. Metro Area Details
Sean Memon's Raymond James & Associates Experience July 1999 - April 2000
Job
Industry Law Practice
Experience
Sullivan & Cromwell LLP  September 2008 - Present
U.S. Department of Justice   July 2007 - August 2007
U.S. Securities & Exchange Commission   May 2006 - August 2006
Time Warner Inc.  March 2001 - March 2004
Morgan Stanley  April 2000 - March 2001
Raymond James & Associates   July 1999 - April 2000

Education
Duke University   2004 — 2008
JD/MBA

Harvard University   1995 — 1999
AB, Economics

Morgan Hoogvelt Morgan Hoogvelt San Antonio, Texas Area Details
Morgan Hoogvelt's Raymond James & Associates Experience April 2004 - October 2005
Job Talent Acquisition Consultant
Industry Staffing and Recruiting
Experience
Morgan Human Capital Management   October 2013 - Present
Clear Channel Media & Entertainment  June 2011 - October 2013
NAS Recruitment Communications  2010 - August 2011
CFS  December 2006 - July 2010
MilitaryStars   December 2005 - December 2006
Raymond James & Associates   April 2004 - October 2005
United States Navy  June 1995 - December 2003

Skills
Full-cycle Recruiting, Social Networking, Recruitment Advertising, Employer Branding, Business Relationship..., Talent Acquisition, Applicant Tracking..., Interviewing, Recruitment/Retention, Sourcing, Internet Recruiting, Talent Management, Cold Calling, Mentoring, Hiring, Account Management, New Business Development, Onboarding, Resume Writing, Career Counseling, Team Leadership, Executive Search, Social Media, Team Building, College Recruiting, Public Speaking, Recruiting, Interviews, Leadership, Human Resources, SDLC, Employee Relations, Networking, Process Improvement, Personnel Management, Management, Sales, Employee Benefits, Business Development, Training, Lead Generation, Advertising Sales, Staffing Services, Temporary Placement, Business Networking, Benefits Negotiation, Search, Employee Training, Executive Management, CRM

Education
Jacksonville University
BS, International Business

Andrew Deringer Andrew Deringer San Francisco, California Details
Andrew Deringer's Raymond James & Associates Experience June 2000 - June 2002
Job
Industry Financial Services
Experience
Lending Club  February 2014 - Present
Morgan Stanley  January 2008 - January 2014
Morgan Stanley  January 2012 - February 2013
Howe Barnes Hoefer & Arnett  June 2006 - December 2007
Federal Reserve Bank of Chicago  2003 - 2006
Raymond James Financial  June 2002 - June 2003
Raymond James & Associates   June 2000 - June 2002

Skills
Strategy, Financial Modeling, Valuation, Investment Banking, Capital Markets, Corporate Finance, Series 7

Education
The University of Chicago - Booth School of Business   2004 — 2007
MBA

Eckerd College   1998 — 2002
Bachelor of Arts

Chad Bolen Chad Bolen Philadelphia, Pennsylvania Details
Chad Bolen's Raymond James & Associates Experience April 2004 - January 2007
Job Research Analyst at Penn Capital Management
Industry Capital Markets
Experience
Penn Capital Management  August 2013 - Present
Raymond James  January 2007 - July 2013
Raymond James & Associates   April 2004 - January 2007
Morgan Stanley  October 1999 - April 2004

Education
Brown University   1993 — 1998

Meredith Stone Meredith Stone Tampa/St. Petersburg, Florida Area Details
Meredith Stone's Raymond James & Associates Experience June 2004 - December 2009
Job Corporate Trainer at INVEST Financial
Industry Financial Services
Experience
Invest Financial  January 2011 - Present
Raymond James & Associates   June 2004 - December 2009
Raymond James Financial, Inc.   December 1996 - June 2004
ExecuTrain  1994 - 1996

Skills
Training, Customer Service, Human Resources, SharePoint, Process Improvement, Visio, Risk Management, Management, Business Analysis, Leadership, Financial Services, Project Management, Microsoft Office, Team Building, Leadership Development, Needs Analysis, Performance Management, Microsoft Word, Software Documentation, Business Process..., PowerPoint, Analysis, Team Leadership, Microsoft Excel, Change Management, Outlook, Program Management

Education
University of South Florida   2004 — 2006
Masters, Management

Florida State University   1989 — 1993
BS, Communication

Bloomingdale High School   1987 — 1989

Terri Livernois Terri Livernois Greater Detroit Area Details
Terri Livernois's Raymond James & Associates Experience May 2007 - December 2009
Job Relationship Manager at Raymond James Financial
Industry Financial Services
Experience
Raymond James & Associates, Inc   January 2010 - Present
Raymond James & Associates   May 2007 - December 2009
Raymond James & Associates, Inc   September 2000 - April 2007
Off Fifth, Saks Fifth Avenue Outlet   September 1998 - September 2000
Einstein Bros. / Noah's Bagel Corp   1995 - 1998
Boston Market  September 1993 - August 1995

Skills
Performance Management, Employee Benefits, Human Resources, Personnel Management, Organizational..., Succession Planning, HRIS, Recruiting, Employee Relations, Talent Management, Process Improvement, Management, Onboarding, Deferred Compensation, Talent Acquisition

Education
Central Michigan University

Ryan Ford, CFA Ryan Ford, CFA Tampa/St. Petersburg, Florida Area Details
Ryan Ford, CFA's Raymond James & Associates Experience April 2005 - January 2007
Job Senior Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments  June 2008 - Present
Raymond James & Associates   April 2005 - January 2007
Citigroup Capital Markets Inc.   June 2002 - June 2004
Citigroup Capital Markets Inc.   June 1999 - June 2002

Skills
Financial Modeling, Factset, Bloomberg, Valuation, Spreadsheets, Zephyr, Valuation Modeling, Stylus, Research, Series 7, Investments, Financial Analysis, Performance Attribution, Barclays Point, Pivot Tables, Vlookup, Chartered Financial..., Investment Management

Education
University of Tampa - John H. Sykes College of Business   2007 — 2008
Masters, Finance

Florida State University - College of Business   1997 — 1999
Bachelor's, Finance

Florida State University   1995 — 1999
B.S., Finance

Debbie Sherriff Debbie Sherriff Tampa/St. Petersburg, Florida Area Details
Debbie Sherriff's Raymond James & Associates Experience April 2010 - March 2012
Job Manager of Branch Services & Concierge Services
Industry Financial Services
Experience
Raymond James Financial, Inc.   July 2015 - Present
Raymond James Financial Inc.  December 2011 - July 2015
Raymond James & Associates   April 2010 - March 2012
Raymond James & Associates   October 2006 - April 2010
Raymond James & Associates   October 2005 - October 2006
Kforce  September 2003 - May 2005
Florida State Board of Administration  2001 - 2003
Walt Disney World Swan and Dolphin  July 2002 - August 2002

Skills
Performance Management, Securities, Financial Analysis, Process Improvement, Series 7, Microsoft Office, Customer Service, Risk Management, Strategic Planning, Asset Managment, Data Analysis, Recruiting, Microsoft Excel, Project Management, PowerPoint, Change Management, Social Media

Education
Florida State University - College of Business   1999 — 2003
Bachelors of Science, Management

King High School   1995 — 1999
International Baccalaureate

Jason Hyslop Jason Hyslop Tampa/St. Petersburg, Florida Area Details
Jason Hyslop's Raymond James & Associates Experience January 2007 - Present
Job Compliance Supervisor at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates   January 2007 - Present
Raymond James & Associates   March 2006 - January 2007
Raymond James  October 2005 - March 2006
RBC Dain Rauscher  April 2005 - October 2005
RBC Dain Rauscher  July 2002 - April 2005
Merrill Lynch  May 2000 - July 2002

Education
University of South Florida

Florida State University - College of Business   1996 — 2000

Michelle Paxton Michelle Paxton Tampa/St. Petersburg, Florida Area Details
Michelle Paxton's Raymond James & Associates Experience February 2005 - July 2009
Job Sr. Manager, IT Customer Support at Raymond James & Associates, Inc
Industry Information Technology and Services
Experience
Raymond James & Associates, Inc   February 2011 - Present
Raymond James  July 2009 - February 2011
Raymond James & Associates   February 2005 - July 2009

Education
Clarion University of Pennsylvania   1986 — 1990

Carolyn Olayos Carolyn Olayos Tampa/St. Petersburg, Florida Area Details
Carolyn Olayos's Raymond James & Associates Experience December 2003 - Present
Job Technology Consultant at Raymond James
Industry Financial Services
Experience
Raymond James & Associates   December 2003 - Present
Raymond James & Associates   October 2000 - December 2003
All Children's Hospital  February 1999 - October 2000
All Children's Hospital  September 1997 - February 1999
Pinellas County Schools  August 1990 - August 1997

Skills
MS Project, SharePoint, Visio, Business Analysis, Process Improvement, Operating Systems, Product Management, Project Management, Windows, Testing, Training, Project Planning, Management, Analysis, Integration, Business Intelligence, CRM, Business Process, Account Management, Requirements Gathering, Enterprise Architecture, ITIL, Disaster Recovery, Access, Active Directory, Java, Information Technology, Business Process..., Security, Windows 7, Customer Service, Vendor Management, Requirements Analysis, Troubleshooting, Technical Support, Hardware

Education
Florida Metropolitan University   1998 — 2002
BA, Computer Science, 3.52

Morgan Ley Morgan Ley Greater Boston Area Details
Morgan Ley's Raymond James & Associates Experience October 2010 - Present
Job Managing Director, Consumer and Retail Investment Banking at Raymond James & Associates
Industry Investment Banking
Experience
Raymond James & Associates   October 2010 - Present
Canaccord Genuity  2004 - October 2010
SunTrust Robinson Humphrey  1999 - 2004
Tucker Anthony Incorporated  1995 - 1999
CS First Boston  1993 - 1995

Skills
Private Equity, Mergers, Fixed Income, Mergers & Acquisitions, Investment Banking, Due Diligence, Valuation, Venture Capital, Banking

Education
Harvard University   1989 — 1993
AB

Nobles

Casey Gober Casey Gober Greater Chicago Area Details
Casey Gober's Raymond James & Associates Experience April 2002 - May 2004
Job Regional Sales Manager at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management  March 2012 - Present
Keeley funds  November 2009 - February 2012
Aberdeen Asset Management  2012 - 2012
Calamos Investments  January 2009 - November 2009
Calamos Investments  June 2007 - December 2008
Calamos Investments  May 2004 - May 2007
Raymond James & Associates   April 2002 - May 2004

Skills
Concise Communicator, Relationship Builder, Client Presentation, Mutual Funds

Education
Augustana College   1996 — 2000
Bachelor of Science, Finance and Marketing

Augustana College   1996 — 2000
Bachelor of Arts, Business Administration; Finance and Marketing

European Study Program through Augustana College   1999 — 1999

Jeff Shaffer Jeff Shaffer Tampa/St. Petersburg, Florida Area Details
Jeff Shaffer's Raymond James & Associates Experience October 2008 - October 2012
Job Manager, I.T. Client Services Asset Management at WellCare
Industry Financial Services
Experience
WellCare  December 2012 - Present
Raymond James & Associates   October 2008 - October 2012
Raymond James & Associates   January 2005 - October 2008
Raymond James & Associates   January 2002 - January 2005
Raymond James & Associates   January 1999 - January 2002
Raymond James & Associates   January 1997 - January 1999
Raymond James & Associates   August 1994 - January 1999

Skills
ITIL, Incident Management, Asset, Visio, Asset Management, Process Improvement, Change Management, Procurement, Excel, PowerPoint, Word, Configuration Management, Microsoft Excel, Microsoft Word, Asset Managment, SharePoint, Management, Program Management, Leadership, Business Analysis, Analysis, IT Management, IT Operations, Active Directory, SDLC, IT Asset Management, Disaster Recovery, Software Documentation, IT Service Management, Integration, Requirements Analysis, Technical Support, Information Technology, IT Strategy, Vendor Management, Help Desk Support, PMP, Requirements Gathering, Business Process..., Hardware, Enterprise Architecture, Business Process, CMDB, Systems Analysis

Education
St. Petersburg College   2007 — 2008
Technology Management

Kent State University   1985 — 1987

Michael Turits Michael Turits Greater New York City Area Details
Michael Turits's Raymond James & Associates Experience February 2012 - Present
Job Equity Research, Software
Industry Financial Services
Experience
Raymond James & Associates   February 2012 - Present
Raymond James  2007 - February 2012
Prudential Equity Group  1996 - 2006

Education
SDA Bocconi   1995 — 1995
MIEM, Finance

University of Massachusetts, Amherst   1984 — 1995
Ph. D., Comparative Literature

New York University   1982 — 1984
MA, Comparative Literature

Georgetown University   1978 — 1980
BA, Government, Economics

Lehigh University   1976 — 1978

Jordan Zwick Jordan Zwick Raleigh-Durham, North Carolina Area Details
Jordan Zwick's Raymond James & Associates Experience 2008 - 2009
Job Manager Business Development at Chimerix, Inc.
Industry Pharmaceuticals
Experience
Chimerix, Inc.   2015 - Present
Salix Pharmaceuticals a division of Valeant Pharmaceuticals   2015 - 2015
Salix Pharmaceuticals  2014 - 2015
Medtronic  2012 - 2014
Florida Atlantic University  2009 - 2010
Raymond James & Associates   2008 - 2009

Skills
Marketing, Sales, Management, Strategic Planning, Retail, Market Research, Merchandising, Leadership, Sales Management, Microsoft Excel, Marketing Strategy, Research, Social Media, Sports, Public Speaking, Microsoft Office, Training, Budgets, Analysis, Sports Marketing, Event Management, Customer Service, Strategic Financial..., Forecasting, Business Development, Accounting, Managerial Finance, PowerPoint, Data Analysis, Medical Devices, Product Marketing, Corporate Development, Global Alliance..., Financial Modeling

Education
Florida Atlantic University   2009 — 2010
MS, Economics

University of San Francisco   2007 — 2009
MBA, Business Administration

Florida Atlantic University   2006 — 2007
BA, Honors: Economics

Georgetown University   2011 — 2012
Graduate Professional Certificate Sports Industry Studies, 4.0

American University   2004 — 2005
Business Administration

Julie Gawel Julie Gawel Greenville, South Carolina Area Details
Julie Gawel's Raymond James & Associates Experience February 2006 - Present
Job Client Service Associate at Raymond James
Industry Financial Services
Experience
Raymond James & Associates   February 2006 - Present
Fluor Corporation  1996 - 2006
Various High Schools  December 1995 - June 1996

Education
Illinois State University   1992 — 1995
Bachelor of Science, Biology, General

College of Lake County   1990 — 1992
Associate of Science (A.S.), General Studies

Courtland Williams Courtland Williams Greenville, South Carolina Details
Courtland Williams's Raymond James & Associates Experience 2003 - Present
Job Complex Manager and Advisor at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates   2003 - Present
Morgan Keegan & Company  January 2011 - April 2012
Morgan Keegan & Company  January 2007 - January 2010
Morgan Keegan & Company  January 2003 - January 2007

Skills
Wealth Management, Retirement Planning, Investments, Management, Training, Coaching

Education
Auburn University, College of Business
Bachelor's degree, Marketing

Drew Britt Drew Britt Greater Nashville Area Details
Drew Britt's Raymond James & Associates Experience June 2002 - November 2003
Job Endoscopy Account Manager at Olympus America
Industry Medical Devices
Experience
Olympus America, Inc.   April 2014 - Present
OLYMPUS AMERICA, INC  January 2007 - Present
POLYMEDCO, INC  June 2005 - January 2007
FIRST TENNESSEE BROKERAGE   November 2003 - June 2005
RAYMOND JAMES & ASSOCIATES   June 2002 - November 2003

Skills
Cold Calling, Hospitals, Negotiation, Surgeons, Operating Room

Education
University of Tennessee-Knoxville   1999 — 2002
Bachelor of Science, Business Administration

Christian Brothers University   1998 — 1999

Marc Lyman Marc Lyman Dallas/Fort Worth Area Details
Marc Lyman's Raymond James & Associates Experience 2005 - 2008
Job Tutor, Instructor, Test Proctor at The Wilkinson Center
Industry Arts and Crafts
Experience
The Wilkinson Center  December 2008 - Present
Raymond James & Associates   2005 - 2008

Skills
Adult Education, Teaching, Photoshop, Public Speaking

Education
Austin College   1972 — 1976

Ryan Worst Ryan Worst Greater New York City Area Details
Ryan Worst's Raymond James & Associates Experience March 1997 - April 2000
Job Equity Analyst/PM at Exacta Capital Partners
Industry Investment Management
Experience
Exacta Capital Partners LP   July 2012 - Present
Brean Murray, Carret & Co   November 2005 - June 2012
CL King and Associates   January 2003 - November 2005
Dresdner Kleinwort Wasserstein  April 2000 - September 2002
Raymond James & Associates   March 1997 - April 2000
Wilmington Trust Co  December 1990 - May 1996

Skills
Equities, Hedge Funds, Investments, Finance, Analysis, Equity Research, Valuation, Bloomberg, Financial Modeling, Capital Markets, Series 7, Investment Banking, Portfolio Management, Securities, Fixed Income, Asset Management, Trading, Alternative Investments, Private Equity, Equity Valuation, Series 63

Education
Drexel University - LeBow College of Business   1991 — 1995
MBA, Business Administration/Accounting

University of Delaware - Lerner College of Business and Economics   1986 — 1990
BS, Finance & Economics

Louis Vision Louis Vision Dayton, Ohio Area Details
Louis Vision's Raymond James & Associates Experience January 2010 - Present
Job Vice President Investments at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates   January 2010 - Present
Wells Fargo Advisors LLC  November 1997 - January 2010
USAF  June 1991 - November 1996

Education
Drexel University   1985 — 1990
B.S., Mechanical/Aeronautical Engineering

Laura Provenzale Laura Provenzale San Francisco Bay Area Details
Laura Provenzale's Raymond James & Associates Experience November 2007 - December 2013
Job Managing Director Consumer & Retail Investment Banking at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company  January 2014 - Present
Raymond James & Associates   November 2007 - December 2013
WR Hambrecht + Co  February 2004 - September 2007
Banc of America Securities  April 1997 - April 2002
JP Morgan & Co  July 1987 - April 1997

Skills
Mergers, Banking, Equities, Risk Management, Mergers & Acquisitions, Hedge Funds, Private Equity, Investment Banking, Financial Analysis, Corporate Finance, Investments, Financial Modeling, Retail Banking, Accounting, Valuation, Capital Markets, Due Diligence, Securities, Alternative Investments

Education
Fordham Gabelli School of Business   1989 — 1992
MBA, International Finance

Lehigh University - College of Business and Economics   1983 — 1987
BS, Accounting

Kathryn Cesari Kathryn Cesari Atlanta, Georgia Details
Kathryn Cesari's Raymond James & Associates Experience December 2011 - Present
Job Associate at Raymond James & Associates
Industry Investment Banking
Experience
Raymond James & Associates   December 2011 - Present
Timbervest  September 2010 - November 2011
Ogilvy Public Relations Worldwide  September 2008 - December 2008

Skills
Valuation, Investments, Financial Analysis, Due Diligence, Private Equity, Financial Modeling, Investment Banking, Marketing, Corporate Finance, Venture Capital, Mergers & Acquisitions, Finance, Asset Management, Equities, Portfolio Management

Education
Furman University   2006 — 2010
Business

Bolles School

The Bolles School

Diaz Krystal Diaz Krystal Greater Atlanta Area Details
Diaz Krystal's Raymond James & Associates Experience January 1998 - June 2000
Job Owner, Naturally ME LLC
Industry Health, Wellness and Fitness
Experience
Naturally ME LLC   January 2007 - Present
Merrill Lynch  June 2000 - April 2006
Raymond James & Associates   January 1998 - June 2000
Raymond James International, London Office   June 1995 - January 1998

Education
Florida State University   1989 — 1994
BA, International Affairs

Pavel Molchanov Pavel Molchanov Houston, Texas Area Details
Pavel Molchanov's Raymond James & Associates Experience June 2003 - Present
Job Sr. VP and Equity Research Analyst at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates   June 2003 - Present

Skills
Investments, Financial Modeling, Valuation

Education
Duke University   1999 — 2003
B.S., Economics

Charlotte Country Day

Joe Hayek Joe Hayek Columbus, Ohio Details
Joe Hayek's Raymond James & Associates Experience 2000 - 2008
Job Vice President of M&A & Corporate Development at Worthington Industries
Industry Industrial Automation
Experience
Worthington Industries  April 2014 - Present
PCM/SARCOM   June 2012 - April 2014
PC Mall  March 2008 - June 2012
Raymond James  August 2000 - March 2008
Raymond James & Associates   2000 - 2008

Skills
Portfolio Management, Strategic Planning, Asset Managment, Private Equity, Investment Banking, Valuation, Business Development, Business Strategy, Financial Analysis, New Business Development, Sales Management, Financial Modeling, Customer Satisfaction, Corporate Development, Direct Sales, SaaS, Solution Selling, Product Management, Executive Management, Asset Management

Education
Duke University - The Fuqua School of Business   1996 — 1998
MBA, Finance

Miami University   1990 — 1994
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Joseph Babbie Joseph Babbie Greater Detroit Area Details
Joseph Babbie's Raymond James & Associates Experience July 2007 - October 2012
Job Finance
Industry Financial Services
Experience
Raymond James & Associates   July 2007 - October 2012

Education
Central Michigan University   1994 — 1996
B.S.B.A, Finance

Steve Benov Steve Benov Greater Chicago Area Details
Steve Benov's Raymond James & Associates Experience July 2001 - Present
Job Managing Director, Health Care Finance Group, at Raymond James & Associates
Industry Investment Banking
Experience
Raymond James & Associates   July 2001 - Present
Banc of America Securities  September 1997 - April 2001
First Chicago  July 1990 - September 1997

Skills
Investment Banking, Valuation, Public Finance, Management, Healthcare, Investments, Financial Modeling, Private Equity, Mergers & Acquisitions, Capital Markets, Financial Analysis, Portfolio Management, Due Diligence, Bonds

Education
Cornell University - Johnson Graduate School of Management   1977 — 1979
MBA, Hospital Administration

Northeastern University   1971 — 1976
B.S., Biology

Robert Bragg Robert Bragg Greater Detroit Area Details
Robert Bragg's Raymond James & Associates Experience June 2007 - February 2009
Job APS/Retrograde Team; US Army TACOM LCMCWarren
Industry Government Relations
Experience
Raymond James & Associates   June 2007 - February 2009

Education
Baker College Business and Corporate Services   2010 — 2012
Bachelor of Business Administration (BBA), Business Leadership, 3.87

Frank Garcia III Frank Garcia III Miami/Fort Lauderdale Area Details
Frank Garcia III's Raymond James & Associates Experience May 2008 - March 2012
Job Vice President Latin America, Estate and Succession Planning Consultant
Industry Financial Services
Experience
Harvard Business Review  June 2012 - Present
International Planning Group  2012 - 2015
Raymond James & Associates   May 2008 - March 2012
Wachovia, A Wells Fargo Company  February 2007 - April 2008
Banif Securities   2005 - 2007
UBS  March 2003 - June 2005
Credit Suisse Asset Management  April 2001 - March 2003
Prudential Investments  October 1996 - April 2001
Merrill Lynch  October 1993 - October 1996
Citibank - Porto Alegre   1987 - 1988

Skills
Retirement Planning, Financial Planning, 401k Rollovers, Global Asset Allocation, Strategic Planning, Municipal Bonds, Estate Tax Planning, Global Fixed Income, Global Management, International Securities, Model Portfolios, Portfolio Strategy, Brazilian Portuguese, Spanish, International Bonds, Financial Advice, Portfolio Management, Bonds, Financial Advisory, Asset Allocation, Investment Advisory, Capital Markets, Fixed Income, Alternative Investments, Strategic Financial..., Mutual Funds, Wealth Management, Investment Banking, Asset Management, Wealth Management..., Finance, Business Planning, Insurance, Securities, Investment Strategies, Financial Markets, Series 7, Equities, High Net Worth..., Wealth, Private Banking, Life Insurance, Financial Planners, Hedge Funds, Structured Products, Estate Planning, Investments, Emerging Markets

Education
Barry University   2006 — 2007
CFP, Certified Financial Planner

Universidade Federal Rural do Rio de Janeiro   1976 — 1981
Agriculture Engineer, Engineering

Julie Norback Julie Norback Greater Detroit Area Details
Julie Norback's Raymond James & Associates Experience July 2013 - Present
Job Operations Representative III at Raymond James & Associates
Industry Human Resources
Experience
Raymond James & Associates   July 2013 - Present
Raymond James  March 2008 - July 2013
Minacs  October 1997 - July 2008

Skills
Customer Service, Process Improvement, Business Analysis, Microsoft Office, Public Speaking, New Business Development, Social Media

Education
Adrian College   1991 — 1994
Bachelor of Arts, Communications

Ken Cramer Ken Cramer Greater Salt Lake City Area Details
Ken Cramer's Raymond James & Associates Experience December 2010 - March 2012
Job Principal at Piper Jaffray
Industry Financial Services
Experience
Seattle Northwest Securities Corp   July 2013 - Present
Piper Jaffray  July 2013 - Present
Raymond James & Associates   December 2010 - March 2012
Zions Bank  June 1997 - June 2000

Skills
Investment Banking, Trading, Bloomberg, Investments, Project Finance, Financial Analysis, Public Accounting/Tax..., Fixed Income, Financial Reporting, Asset Management, Bonds, Capital Markets, Equities, Financial Modeling, Series 7, Due Diligence, Securities

Education
University of Utah - David Eccles School of Business   1996 — 1997
Master of Business Administration (MBA), Management of Technology/Marketing

Brigham Young University   1984 — 1989
Bachelor of Applied Science (B.A.Sc.), Accounting

Andrew Duffy Andrew Duffy Greater New York City Area Details
Andrew Duffy's Raymond James & Associates Experience 1986 - 1992
Job President & Senior Portfolio Manager at Ascent Investment Advisors, LLC
Industry Investment Management
Experience
Ascent Investment Advisors, LLC   February 2009 - Present
Citigroup  January 2008 - February 2009
Hunter Global Investors  January 2006 - December 2007
TIAA-CREF  August 1999 - January 2006
Eagle Asset Management  January 1993 - July 1999
Raymond James & Associates   1986 - 1992

Skills
Equities, Asset Managment, Portfolio Management, Investments, Alternative Investments, Equity Research, Hedge Funds, Valuation, Capital Markets, Financial Modeling, Mergers & Acquisitions, Investment Banking, Securities, Bloomberg, IPO, Mutual Funds, Asset Management, Corporate Development, Risk Management, Investment Strategies, Financial Analysis, Private Placements, Investment Advisory, Emerging Markets, Asset Allocation, Investment Management, Private Equity, Finance, Real Estate

Education
Harvard Business School   1984 — 1986
MBA, Finance, Real Estate

United States Military Academy at West Point   1975 — 1979
BS, Electrical Engineering

Jennifer Purvis Jennifer Purvis Greater Atlanta Area Details
Jennifer Purvis's Raymond James & Associates Experience November 2002 - March 2014
Job Semi Retired at Retired to the foothills of northern Georgia!
Industry Financial Services
Experience
Retired to the foothills of northern Georgia!   March 2014 - Present
Raymond James & Associates   November 2002 - March 2014
Tech Data  September 1992 - July 2002
Florida Federal Saving Bank   July 1982 - August 1991
Florida Federal Savings and Loan   1982 - 1991

Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Process Improvement, Accounting, Project Management, CAPP Certified, Auditing, Forecasting, General Ledger, Accounts Payable, Fixed Assets, Variance Analysis, Management, Customer Service, Accounts Receivable, Access, Account Reconciliation, Internal Controls, Financial Accounting, PeopleSoft, Finance, Strategic Financial..., Payroll, Cost Accounting, Managerial Finance, Internal Audit, Financial Audits, Analysis, Budgets, SAP, Financial Modeling, QuickBooks, Business Analysis, Financial Planning

Education
Eckerd College   1986 — 2001
BA, English, Marketing, Economics

IU/Purdue Extension, Ft. Wayne, IN

Stephen Ridgely Stephen Ridgely Fort Myers, Florida Area Details
Stephen Ridgely's Raymond James & Associates Experience February 2000 - June 2005
Job Financial Advisor/Branch Mgr at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services  June 2005 - Present
Raymond James & Associates   February 2000 - June 2005

Skills
Uniform Combined State..., Series 63, FINRA, Wealth Management..., Securities, Series 24, Retirement Planning, Mutual Funds, Asset Allocation, Series 65, Investment Advisory, Retirement, Financial Advisory, Strategic Financial..., Bonds, Alternative Investments, Investment Management, Investments, Investment Strategies

Education
Florida Atlantic University   1970 — 1972
BA, economics

Florida Atlantic University

Jamie Maloney Jamie Maloney Hudson, Florida Details
Jamie Maloney's Raymond James & Associates Experience March 2003 - February 2012
Job Dad first then Executive Director of Students Survival and SunWest Hudson Athletic Association
Industry Executive Office
Experience
Students Survival, Inc.   February 2013 - Present
Maloney Household   August 2014 - December 2014
Bloomin' Brands, Inc.   June 2013 - August 2013
Hudson Middle School  July 2012 - April 2013
Greater Hudson Little League   August 2011 - October 2012
JW Mitchell High School   February 2012 - June 2012
Raymond James & Associates   March 2003 - February 2012
Ingram Micro  October 1994 - January 2003

Skills
Process Improvement, Integration, SharePoint, Program Management, Project Management, Project Planning, SDLC, Visio, Change Management, Troubleshooting, CRM, Vendor Management, System Administration, MS Project, Management, Project Delivery, PMP, Software Project..., IT Strategy, Training, Leadership, Access, Team Leadership, Software Documentation, Analysis, Budgets, Business Process, Business Analysis, Business Process..., Cross-functional Team..., IT Management, Outsourcing, PMO, Requirements Analysis, Risk Management, Project Portfolio..., Start-ups, SAP, Agile Project Management, Software Development, Systems Analysis, Consulting, Contract Management, Databases, Team Building, Management Consulting, Strategy, Process Engineering, Six Sigma, Product Development

Education
Walden University   2013 — 2017
Doctor of Philosophy (PhD), Public Administration

Aspen University   2005 — 2008
MBA-PM, Project Management

Medaille College   1997 — 2003
BBA, Business

Erie Community College   1992 — 1994
AA, General Studies

Chase Hagin Chase Hagin Dallas, Texas Details
Chase Hagin's Raymond James & Associates Experience May 2006 - August 2007
Job Vice President at Lone Star Funds
Industry Financial Services
Experience
Lone Star Funds  April 2015 - Present
H.I.G. Capital   July 2012 - April 2015
HM Capital Partners  September 2007 - June 2010
Raymond James & Associates   May 2006 - August 2007

Skills
Corporate Finance, Valuation, Investments, M&A experience, Financial Analysis, Financial Modeling, Private Equity, Due Diligence, Fixed Income, Mergers & Acquisitions

Education
Columbia University - Columbia Business School   2010 — 2012
MBA

The University of Texas at Austin   2001 — 2005
BBA, MPA

Joseph N. Trocchio Joseph N. Trocchio Greater Detroit Area Details
Joseph N. Trocchio's Raymond James & Associates Experience June 2002 - March 2007
Job Financial Advisor at Raymond James Financial Services, Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   March 2007 - Present
Raymond James & Associates   June 2002 - March 2007
Raymond James & Associates   June 1997 - June 2002
Raymond James & Associates   January 1981 - June 1997

Skills
Finance, Securities, Investment Strategies, Financial Advisory, Series 7, Investments, Investment Advisory, Alternative Investments, Portfolio Management, ETFs, Asset Allocation, Wealth Management, Mutual Funds, Equities, Series 63, Insurance, Asset Managment

Education
Michigan Theological Seminary   1997 — 1999

Oakland University School of Business Administration
Bachelor of Science (BS), Economics--Finance Concentration

CHARMEICA JOHNSON CHARMEICA JOHNSON Greater Detroit Area Details
CHARMEICA JOHNSON's Raymond James & Associates Experience October 1999 - Present
Job OPERATIONS at RAYMOND JAMES & ASSOCIATES
Industry Financial Services
Experience
RAYMOND JAMES & ASSOCIATES   October 1999 - Present

Education
Henry Ford Community College   2011 — 2014
BUSINESS ADMINISTRATION

Kathy Landing Kathy Landing Charleston, South Carolina Area Details
Kathy Landing's Raymond James & Associates Experience August 2008 - Present
Job Senior Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates   August 2008 - Present
UBS  April 1994 - August 2008

Skills
Series 7, Retirement Planning, Asset Allocation, Investment Advisory, Wealth Management, Retirement, Investment Strategies

Education
Duke University   1979 — 1983
Bachelor of Science, Biology/Pre-Med

College for Financial Planning   2002 — 2004
Master of Science, Financial Planning

Alexandra Reich Band Alexandra Reich Band Sarasota, Florida Area Details
Alexandra Reich Band's Raymond James & Associates Experience July 2006 - Present
Job Vice President, Structured Finance at Raymond James & Associates
Industry Investment Banking
Experience
Raymond James & Associates   July 2006 - Present
American National Bank  1992 - 1995

Education
Northwestern University - Kellogg School of Management   1995 — 1998
MBA, Finance

The London School of Economics and Political Science (LSE)   1992 — 1993
MSc, European Studies, (Econ.)

Harvard University   1988 — 1992
BA, Social Studies (Government, Economics, Theory)

LeighAnn Garver LeighAnn Garver Medina, Ohio Details
LeighAnn Garver's Raymond James & Associates Experience April 2015 - Present
Job Sales Associate II at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates   April 2015 - Present
Wells Fargo  March 2014 - April 2015
FirstMerit Bank  December 2007 - December 2013
FirstMerit Bank  September 2006 - December 2007

Education
The University of Akron   2003 — 2007
Paralegal, Paralegal Studies

Liberty University
Bachelor's degree, Banking, Corporate, Finance

Robert Colson Robert Colson Miami/Fort Lauderdale Area Details
Robert Colson's Raymond James & Associates Experience January 1999 - January 2001
Job Financial Services Professional
Industry Financial Services
Experience
US Insurance Auditors Inc   January 2006 - Present
2006FOUNDATION LIFE SETTLEMENTS, INC   February 2001 - January 2006
RAYMOND JAMES & ASSOCIATES   January 1999 - January 2001
PRUDENTIAL SECURITIES (now Wachovia)   January 1997 - January 1999
PAINE WEBBER SECURITIES   January 1995 - January 1997
FLORIDA ATM SYSTEMS, INC   January 1990 - January 1995

Skills
Estate Planning, Strategic Financial..., Sales Management, Business Analysis, Insurance, Real Estate Development, Business Acquisition, New Business Development, Sales, Strategy, Management, Account Management, Financial Services, Finance, Strategic Planning, Portfolio Management, Start-ups, Leadership, Financial Planning, Marketing Strategy, Investments

Education
Florida State University   1985 — 1990
Dual Bachelor of Science, Economics & Political Science

Florida State University   1985 — 1990
Bachelor of Science (BS), Economics and Political Science

Scott Curtis Scott Curtis Tampa/St. Petersburg, Florida Area Details
Scott Curtis's Raymond James & Associates Experience August 2005 - December 2011
Job President, Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services  January 2012 - Present
Raymond James & Associates   August 2005 - December 2011
Raymond James Financial  February 2003 - August 2005
GE Financial Assurance  January 2001 - January 2003
GE Financial Assurance  September 1999 - December 2000
GE Financial/Life of Virginia   August 1997 - September 1999
Morgan Stanley  July 1987 - April 1990

Skills
Insurance, Mutual Funds, Leadership, Management, Fixed Annuities, Sales, Banking, Financial Services, Life Insurance, Fixed Income

Education
University of Michigan   1986 — 1988
MBA

Denison University   1980 — 1984
BA, Economics and English

Dave Ness Dave Ness Tampa/St. Petersburg, Florida Area Details
Dave Ness's Raymond James & Associates Experience October 1989 - June 1996
Job Adjunct Professor at St. Petersburg College
Industry Higher Education
Experience
St. Petersburg College  July 2013 - Present
University of South Florida  February 2013 - Present
Self employed  January 2013 - Present
Raymond James Trust   July 1996 - December 2012
Raymond James & Associates   October 1989 - June 1996
Financial Service Corporation  August 1988 - June 1989
Shearson Lehman Brothers (now Morgan Stanley)   June 1987 - June 1988
Arthur Young & Company (now Ernst & Young)   January 1985 - June 1987
Kluwin Dunphy Hankin & McNulty (now Hinshaw Culbertson)   May 1982 - December 1984

Skills
Estate Planning, Trusts, Charitable Giving, Wealth Management, Financial Planning, Charitable Trusts, Philanthropy, business law, Personal Income Tax, Strategic Financial..., Commercial Litigation, Retirement, Charities, Income Tax, Asset Management, Investments, Retirement Planning, Securities, Finance, Investment Advisory, Wealth, Asset Allocation, Mutual Funds, Wealth Management..., Series 7, Portfolio Management

Education
Securities Industry Institute - Wharton School   1995 — 1998
Certificate of Completion

Marquette University   1979 — 1982
JD, Law

Bradley University   1975 — 1979
BS, Accounting

Mary O. Pitts Mary O. Pitts Greater Atlanta Area Details
Mary O. Pitts's Raymond James & Associates Experience 1998 - 2010
Job Consultant
Industry Investment Management
Experience
Wallace Stewart, LLC   April 2010 - Present
Raymond James & Associates   1998 - 2010
The Robinson Humphrey Company  1979 - 1998

Skills
Business Strategy, Portfolio Management, Hedge Funds, Management Consulting, Private Equity, Project Management, Strategic Planning, Fixed Income, Financial Analysis, Change Management, Risk Management, Strategy, Mergers & Acquisitions, Capital Markets, Alternative Investments, Derivatives, Wealth Management, Securities, Trading, Social Media

Education
Woodrow Wilson College of Law
JD, cum laude

Stetson University
BA, English

University of Wales, Bangor
Honors English and Honors Linguistics

William Kimbrough William Kimbrough Tampa/St. Petersburg, Florida Area Details
William Kimbrough's Raymond James & Associates Experience 1988 - 2000
Job Senior Advisor Consultant, Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments  May 2004 - April 2015
Franklin Templeton Investments  2015 - 2015
Franklin Templeton Investments  2015 - 2015
Franklin Templeton Investments  2005 - 2009
Wells Fargo Funds  2001 - 2003
SunAmerica Mutual Funds  2000 - 2001
Raymond James & Associates   1988 - 2000
E.F. Hutton, Inc.   1986 - 1988
US Army  September 1983 - September 1986

Skills
Mutual Funds, Nonprofits, Series 7, Asset Allocation, Securities, Retirement Planning, Wealth Management, Retirement, Bonds, Investment Management, Sales, Investment Advisory, IRAs, Portfolio Management, Financial Advisory, Investment Strategies, Relationship Management, Financial Services, Investments, 401k, Series 6

Education
Furman University   1979 — 1983
BA, Psychology

Anil Abraham Anil Abraham Washington D.C. Metro Area Details
Anil Abraham's Raymond James & Associates Experience August 2009 - July 2010
Job Senior Special Counsel at U.S. Securities and Exchange Commission
Industry Law Enforcement
Experience
U.S. Securities and Exchange Commission   February 2014 - Present
US Securities and Exchange Commission  November 2011 - January 2014
US Securities and Exchange Commission  August 2011 - November 2011
US Securities and Exchange Commission  September 2010 - August 2011
Raymond James & Associates   August 2009 - July 2010
Commodity Futures Trading Commission  February 2008 - August 2009
US Securities and Exchange Commission  February 2007 - February 2008
US Securities and Exchange Commission  August 2005 - February 2007
US Securities and Exchange Commission  July 2005 - August 2005
US Securities and Exchange Commission  January 2004 - July 2005

Skills
Securities Regulation, Securities, Internal Investigations, Financial Regulation, Enforcement

Education
Yale Law School   1992 — 1995
J.D.

Dartmouth College   1987 — 1991
A.B., History

Brophy College Preparatory   1983 — 1987

Diane Kitson Diane Kitson Greater Atlanta Area Details
Diane Kitson's Raymond James & Associates Experience January 2009 - Present
Job Registered Sales Associate II at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates   January 2009 - Present
RBC Wealth Management  February 2006 - December 2008

Skills
Investments, Trading, Securities, Financial Advisory, Portfolio Management

Education
Hutchinson Community College   1983 — 1993
Associates, Business Administration and Management, General

Chrystal Badillo Chrystal Badillo Dallas/Fort Worth Area Details
Chrystal Badillo's Raymond James & Associates Experience October 2001 - April 2012
Job First Vice President at Capital Institutional Services, Inc.
Industry Financial Services
Experience
FirstSouthwest   February 2015 - Present
Capital Institutional Services, Inc.   September 2012 - November 2014
Raymond James & Associates   October 2001 - April 2012
Knight Capital Group  September 1999 - September 2001
Robert Flemings   1998 - 1999
ING Barings  1995 - 1998
Credit Suisse, First Boston  1993 - 1995

Skills
Risk Management, CRM, Trading, Asset Management, Asset Managment, Fixed Income, Sales, Equities, Investment Banking, Portfolio Management, Hedge Funds, Series 63, Analysis, Options, Series 7, Valuation, Mutual Funds, Asset Allocation, Financial Reporting, Start-ups, Strategic Planning, Equity Trading, Series 24, Securities, ETFs, Alternative Investments, FINRA, Capital Markets, Bloomberg, Equity Research

Education
Barnard College
Bachelor's degree in Economics, Economics

Barnard College/Columbia University
Bachelor of Arts (B.A.), Economics with a minor in Art History, Full Academic Scholarship

Barry Hill Barry Hill Dallas, Texas Details
Barry Hill's Raymond James & Associates Experience August 2003 - January 2010
Job Chief Executive Officer at Vess Oil Corporation
Industry Oil & Energy
Experience
Vess Oil Corporation   July 2012 - Present
Vess Oil Corporation   February 2010 - June 2012
Raymond James & Associates   August 2003 - January 2010

Education
University of Virginia - Darden Graduate School of Business Administration   2001 — 2003
Master of Business Administration (M.B.A.)

Harvard College   1994 — 1998
Bachelor of Arts (B.A.), Economics

Michael Fineman Michael Fineman Greater New York City Area Details
Michael Fineman's Raymond James & Associates Experience May 1995 - March 2000
Job Portfolio Manager/Distressed Credit & Equity Research Analyst
Industry Investment Management
Experience
Third Avenue Management  March 2006 - March 2014
Sanno Point Capital Management   January 2005 - March 2006
Giuliani Capital Advisors LLC (f/k/a Ernst & Young Corporate Finance)   April 2001 - January 2005
Cityspree, Inc   March 2000 - March 2001
Raymond James & Associates   May 1995 - March 2000
Smith Barney  March 1994 - April 1995
Alex. Brown & Sons, Inc.   March 1993 - March 1994
Goldman, Sachs & Co.   May 1990 - February 1993

Skills
Value Investing, Distressed Debt, Equities, High Yield, Chartered Financial..., CIRA, Passed CDBV..., Special Situations, Alternative Investments, Hedge Funds, Valuation, Private Equity, Financial Modeling, Debt Restructuring, Restructuring, Equity Research, Investment Management, Fixed Income, Asset Management, Capital Markets, Leveraged Finance, Institutional..., Investment Banking, Corporate Finance, Investments, Bloomberg

Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), 3.7 / 4.0

University of Delaware
Bachelor of Science (BS), Finance, Marketing, Economics, 3.6 / 4.0

Douglas Mick Douglas Mick Bristol, Indiana Details
Douglas Mick's Raymond James & Associates Experience
Job Vice President Investments at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates  

Skills
Personal Financial..., Wealth Management, Investment Strategies, Investment Management, Retirement Planning, Qualified Retirement...

Education
Indiana University Bloomington
Bachelor's Degree

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