Raymond James & Associates, Inc
Industry: Management services company
DescriptionHeadquarters: St. Petersburg, Florida, United States Founded: 1962 Parent organization: Raymond James Subsidiaries: Mummert & Company Corporate Finance GmbH,
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Raymond James & Associates, Inc Employees
Employee
Years
Job
Industry
Peter Corrao, AAMS® Peter Corrao, AAMS®'s Raymond James & Associates, Inc Experience October 1998 - Present
Job Financial Advisor at Raymond James & Associates, Inc; Accredited Asset Management SpecialistSM
Industry Financial Services
Experience
Raymond James & Associates, Inc October 1998 - Present
P&W Advisors, Inc. 1996 - October 1998
Harris Computer Systems November 1989 - August 1993
Education
Florida Atlantic University 1995 — 1997
Political Science
Raymond James & Associates, Inc October 1998 - Present
P&W Advisors, Inc. 1996 - October 1998
Harris Computer Systems November 1989 - August 1993
Education
Florida Atlantic University 1995 — 1997
Political Science
Heather Hillcher Heather Hillcher's Raymond James & Associates, Inc Experience July 2011 - Present
Job Manager, FA Compensation Plans at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2013 - Present
Raymond James & Associates, Inc July 2011 - Present
Raymond James & Associates, Inc January 2007 - June 2011
Raymond James Financial Services January 2005 - December 2006
Education
Florida State University
BS, Accounting
Raymond James Financial Inc. November 2013 - Present
Raymond James & Associates, Inc July 2011 - Present
Raymond James & Associates, Inc January 2007 - June 2011
Raymond James Financial Services January 2005 - December 2006
Education
Florida State University
BS, Accounting
Steffanie Yackel's Raymond James & Associates, Inc Experience October 2007 - June 2009
Job Senior Business Solutions Consultant at Infor
Industry Computer Software
Experience
Infor September 2010 - Present
Infor February 2010 - September 2010
North American Mission Board May 2009 - September 2009
Raymond James & Associates, Inc October 2007 - June 2009
E*TRADE Financial June 2007 - October 2007
Skills
Business Analysis, ERP, Financial Analysis, Business Intelligence, Accounting, Business Process..., Consulting, Project Management, Finance, Process Improvement, SharePoint, Microsoft Office, Relationship Management, CRM, Sales Cycle Management, Hands-on Training, Management, Pre-sales, Solution Selling, Enterprise Software
Education
Berry College 2004 — 2007
Bachelors, Business; Finance
Infor September 2010 - Present
Infor February 2010 - September 2010
North American Mission Board May 2009 - September 2009
Raymond James & Associates, Inc October 2007 - June 2009
E*TRADE Financial June 2007 - October 2007
Skills
Business Analysis, ERP, Financial Analysis, Business Intelligence, Accounting, Business Process..., Consulting, Project Management, Finance, Process Improvement, SharePoint, Microsoft Office, Relationship Management, CRM, Sales Cycle Management, Hands-on Training, Management, Pre-sales, Solution Selling, Enterprise Software
Education
Berry College 2004 — 2007
Bachelors, Business; Finance
Alicia Fretz Alicia Fretz's Raymond James & Associates, Inc Experience June 2010 - Present
Job Analyst at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc June 2010 - Present
Raymond James Financial Inc. September 2007 - June 2010
Kforce 2004 - 2007
CP Ships 2002 - 2004
Education
DeSales University 1985 — 1989
Bachelor of Arts (BA), Business/Corporate Communications
Raymond James & Associates, Inc June 2010 - Present
Raymond James Financial Inc. September 2007 - June 2010
Kforce 2004 - 2007
CP Ships 2002 - 2004
Education
DeSales University 1985 — 1989
Bachelor of Arts (BA), Business/Corporate Communications
Andre Mittag Andre Mittag's Raymond James & Associates, Inc Experience January 2006 - January 2008
Job Analytics Consultant AVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Self Employed August 2012 - January 2014
Raymond James and Associates January 2009 - August 2011
Raymond James January 2008 - August 2009
Raymond James & Associates, Inc January 2006 - January 2008
Grand Harbor August 2005 - January 2006
Skills
Economics, Portfolio Management, Microsoft Excel, Capital Markets, Investments, Bloomberg Terminal, Equities, Management, Microsoft Word, Stata, Business Planning, Fixed Income, Access, Leadership, Analytics, Financial Modeling, Banking, Analysis, Tennis, Excel, Intellectually Curious, Business Acumen, Trading, Cross-Cultural Agility, FactSet, Creativity, Motivating Others, OBIEE, Tableau, Aster, Big Data, SQL, R, Python, Finance, Financial Analysis, Strategy
Education
Boston University 2011 — 2012
MA, Economics
Eckerd College 2001 — 2005
BA, Economics
Vero Beach High School
Wells Fargo January 2014 - Present
Self Employed August 2012 - January 2014
Raymond James and Associates January 2009 - August 2011
Raymond James January 2008 - August 2009
Raymond James & Associates, Inc January 2006 - January 2008
Grand Harbor August 2005 - January 2006
Skills
Economics, Portfolio Management, Microsoft Excel, Capital Markets, Investments, Bloomberg Terminal, Equities, Management, Microsoft Word, Stata, Business Planning, Fixed Income, Access, Leadership, Analytics, Financial Modeling, Banking, Analysis, Tennis, Excel, Intellectually Curious, Business Acumen, Trading, Cross-Cultural Agility, FactSet, Creativity, Motivating Others, OBIEE, Tableau, Aster, Big Data, SQL, R, Python, Finance, Financial Analysis, Strategy
Education
Boston University 2011 — 2012
MA, Economics
Eckerd College 2001 — 2005
BA, Economics
Vero Beach High School
Kelly Clement, CFA's Raymond James & Associates, Inc Experience September 2011 - December 2013
Job Investment Analyst at Consolidated Investment Group
Industry Investment Management
Experience
Consolidated Investment Group December 2013 - Present
Raymond James & Associates, Inc September 2011 - December 2013
Headwaters MB June 2011 - August 2011
Babson College Fund September 2010 - May 2011
Crowninshield Financial Research, LLC November 2010 - March 2011
Carlson Advisors, LLC September 2006 - May 2010
Skills
Accounting, Data Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Mergers, Portfolio Management, Valuation, Equity Research, Management, Strategic Planning, Corporate Finance, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA
University of Notre Dame 2003 — 2006
BS, Accountancy
Consolidated Investment Group December 2013 - Present
Raymond James & Associates, Inc September 2011 - December 2013
Headwaters MB June 2011 - August 2011
Babson College Fund September 2010 - May 2011
Crowninshield Financial Research, LLC November 2010 - March 2011
Carlson Advisors, LLC September 2006 - May 2010
Skills
Accounting, Data Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Mergers, Portfolio Management, Valuation, Equity Research, Management, Strategic Planning, Corporate Finance, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA
University of Notre Dame 2003 — 2006
BS, Accountancy
Vonita Singh Vonita Singh's Raymond James & Associates, Inc Experience May 2011 - October 2011
Job Talent Acquisition at AgileThought
Industry Computer Software
Experience
AgileThought February 2012 - Present
Raymond James & Associates, Inc May 2011 - October 2011
PODS March 2009 - May 2011
Franklin Templeton Investments December 2006 - November 2008
JPMorgan Chase October 2004 - March 2006
JP Morgan Chase July 2002 - October 2004
JPMorgan Chase February 2000 - July 2002
Citi Group July 1996 - October 1999
Fleet Bank 1995 - 1996
Advanta 1991 - 1995
Skills
Talent Management, Strategic Planning, Finance, Recruiting, Process Improvement, Human Resources, Sales, Business Development, Consulting, Project Management, Performance Management, Team Building, Vendor Management, Marketing, Internet Recruiting, New Business Development, College Recruiting, Training, Contract Negotiation, Employee Engagement, Leadership Development, PeopleSoft, Employee Relations, Budgets, Employee Benefits, Technical Recruiting, Leadership, Applicant Tracking..., Sourcing, CRM, Team Leadership, Account Management, Management, Management Consulting, Executive Management, Team Management, HRIS, Organizational..., Coaching, Workforce Planning, Sales Management, Customer Service, Change Management, Onboarding, Business Analysis, Program Management, Business Strategy, Deferred Compensation, Operations Management, Temporary Placement
Education
Boise State University 1987 — 1991
Bachelor's Degree, Business Administration - Marketing
AgileThought February 2012 - Present
Raymond James & Associates, Inc May 2011 - October 2011
PODS March 2009 - May 2011
Franklin Templeton Investments December 2006 - November 2008
JPMorgan Chase October 2004 - March 2006
JP Morgan Chase July 2002 - October 2004
JPMorgan Chase February 2000 - July 2002
Citi Group July 1996 - October 1999
Fleet Bank 1995 - 1996
Advanta 1991 - 1995
Skills
Talent Management, Strategic Planning, Finance, Recruiting, Process Improvement, Human Resources, Sales, Business Development, Consulting, Project Management, Performance Management, Team Building, Vendor Management, Marketing, Internet Recruiting, New Business Development, College Recruiting, Training, Contract Negotiation, Employee Engagement, Leadership Development, PeopleSoft, Employee Relations, Budgets, Employee Benefits, Technical Recruiting, Leadership, Applicant Tracking..., Sourcing, CRM, Team Leadership, Account Management, Management, Management Consulting, Executive Management, Team Management, HRIS, Organizational..., Coaching, Workforce Planning, Sales Management, Customer Service, Change Management, Onboarding, Business Analysis, Program Management, Business Strategy, Deferred Compensation, Operations Management, Temporary Placement
Education
Boise State University 1987 — 1991
Bachelor's Degree, Business Administration - Marketing
Mary Gwozdz Mary Gwozdz's Raymond James & Associates, Inc Experience 2011 - Present
Job Business Analyst II the conduit between business and technical teams; developing and advancing processes.
Industry Information Technology and Services
Experience
Raymond James & Associates, Inc 2011 - Present
Berkshire Life Insurance Company of America 2008 - 2010
Berkshire Life Insurance Company of America 2006 - 2008
Berkshire Life Insurance Company of America 2001 - 2006
Skills
SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, Business Analysis, Visio, Access, SQL, Process Improvement, Software Documentation, SharePoint, Business Process..., Microsoft SQL Server, Systems Analysis, User Acceptance Testing, Agile Methodologies, Software Project..., Business Intelligence, Analysis, Data Warehousing, Business Process, Financial Analysis, Accounting Applications, Software Development, Production Support, Mentoring, Problem Solving, Microsoft Excel, Microsoft Word, Microsoft Project, PowerPoint, Visual Studio, Oracle SQL Developer, XML, IBM Mainframe, TFS, Quality Center, Program Management, ITIL, Databases
Education
Pace University - Lubin School of Business
University of Massachusetts, Amherst
Bachelor's Degree
Berkshire Community College
Associate's Degree
Raymond James & Associates, Inc 2011 - Present
Berkshire Life Insurance Company of America 2008 - 2010
Berkshire Life Insurance Company of America 2006 - 2008
Berkshire Life Insurance Company of America 2001 - 2006
Skills
SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, Business Analysis, Visio, Access, SQL, Process Improvement, Software Documentation, SharePoint, Business Process..., Microsoft SQL Server, Systems Analysis, User Acceptance Testing, Agile Methodologies, Software Project..., Business Intelligence, Analysis, Data Warehousing, Business Process, Financial Analysis, Accounting Applications, Software Development, Production Support, Mentoring, Problem Solving, Microsoft Excel, Microsoft Word, Microsoft Project, PowerPoint, Visual Studio, Oracle SQL Developer, XML, IBM Mainframe, TFS, Quality Center, Program Management, ITIL, Databases
Education
Pace University - Lubin School of Business
University of Massachusetts, Amherst
Bachelor's Degree
Berkshire Community College
Associate's Degree
Tiffany Taylor Tiffany Taylor's Raymond James & Associates, Inc Experience August 2007 - June 2008
Job Event and Facility Sales Manager at SUN 'n FUN FlyIn, Inc.
Industry Public Relations and Communications
Experience
SUN 'n FUN Fly-In, Inc. June 2014 - Present
Hall Communications, Inc February 2013 - Present
High Caliber Consulting, LLC April 2012 - Present
Downtown Lakeland Partnership April 2012 - June 2014
GEICO May 2009 - April 2012
Lee County Schools July 2008 - May 2009
Raymond James & Associates, Inc August 2007 - June 2008
Skills
Public Relations, Career Counseling, Interviews, Presentation Development, Social Media, Recruiting, College Recruiting, Management, Marketing, Social Media Marketing, Temporary Placement, Resume Writing, Brochures, Brochure Writing, Social Networking..., Event Management, Event Planning, Nonprofits, Community Outreach, Budget Setting, Fundraising, Business Development, Facebook, Twitter, Building Relationships, Media Relations, Public Speaking, Leadership, Social Networking, Training, Customer Service, Sales, Team Building
Education
Florida Gulf Coast University 2006 — 2009
Bachelor of Arts, Communication - Public Relations
Fort Meade High School
SUN 'n FUN Fly-In, Inc. June 2014 - Present
Hall Communications, Inc February 2013 - Present
High Caliber Consulting, LLC April 2012 - Present
Downtown Lakeland Partnership April 2012 - June 2014
GEICO May 2009 - April 2012
Lee County Schools July 2008 - May 2009
Raymond James & Associates, Inc August 2007 - June 2008
Skills
Public Relations, Career Counseling, Interviews, Presentation Development, Social Media, Recruiting, College Recruiting, Management, Marketing, Social Media Marketing, Temporary Placement, Resume Writing, Brochures, Brochure Writing, Social Networking..., Event Management, Event Planning, Nonprofits, Community Outreach, Budget Setting, Fundraising, Business Development, Facebook, Twitter, Building Relationships, Media Relations, Public Speaking, Leadership, Social Networking, Training, Customer Service, Sales, Team Building
Education
Florida Gulf Coast University 2006 — 2009
Bachelor of Arts, Communication - Public Relations
Fort Meade High School
Nick DiVincenzo, CPA's Raymond James & Associates, Inc Experience September 2011 - July 2014
Job GP Reporting
Industry Financial Services
Experience
TPG Capital July 2014 - Present
Raymond James & Associates, Inc September 2011 - July 2014
Star and Shield Insurance Exchange January 2010 - September 2011
QBE the Americas May 2008 - July 2009
AIG September 2006 - May 2008
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing, Internal Controls, Sarbanes-Oxley Act, Insurance, Financial Accounting, General Ledger, US GAAP, GAAP, Microsoft Excel, CPA, Strategic Financial..., Financial Modeling
Education
Florida State University
BS, Accounting, Risk Management and Insurance
TPG Capital July 2014 - Present
Raymond James & Associates, Inc September 2011 - July 2014
Star and Shield Insurance Exchange January 2010 - September 2011
QBE the Americas May 2008 - July 2009
AIG September 2006 - May 2008
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing, Internal Controls, Sarbanes-Oxley Act, Insurance, Financial Accounting, General Ledger, US GAAP, GAAP, Microsoft Excel, CPA, Strategic Financial..., Financial Modeling
Education
Florida State University
BS, Accounting, Risk Management and Insurance
Tracy Young, CFP®, ChFC®'s Raymond James & Associates, Inc Experience September 1999 - Present
Job Financial Planning Consultant at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc September 1999 - Present
T. Rowe Price June 1996 - September 1999
St. Augustine Catholic Church 1994 - 1996
Gainesville Police Department 1994 - 1994
Alachua County Sheriff's Office 1991 - 1994
Skills
Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Series 7, Asset Allocation, Financial Planning, Financial Services, Asset Management, Estate Planning, Finance, Education Savings, Social Security, Financial Advisory, Series 63, Investments, Retirement, Strategic Financial..., Fixed Annuities, Securities
Education
The American College
Chartered Financial Consultant (ChFC), Financial Planning
College for Financial Planning
Certified Financial Planner, Financial Planning
University of Florida 1994 — 1996
Bachelor of Arts Business Administration, Business, Management, Marketing, Communications and Related Support Services
Santa Fe Community College 1990 — 1993
Associate of Arts (A.A.)
The University of Tennessee at Chattanooga 1987 — 1988
Raymond James & Associates, Inc September 1999 - Present
T. Rowe Price June 1996 - September 1999
St. Augustine Catholic Church 1994 - 1996
Gainesville Police Department 1994 - 1994
Alachua County Sheriff's Office 1991 - 1994
Skills
Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Series 7, Asset Allocation, Financial Planning, Financial Services, Asset Management, Estate Planning, Finance, Education Savings, Social Security, Financial Advisory, Series 63, Investments, Retirement, Strategic Financial..., Fixed Annuities, Securities
Education
The American College
Chartered Financial Consultant (ChFC), Financial Planning
College for Financial Planning
Certified Financial Planner, Financial Planning
University of Florida 1994 — 1996
Bachelor of Arts Business Administration, Business, Management, Marketing, Communications and Related Support Services
Santa Fe Community College 1990 — 1993
Associate of Arts (A.A.)
The University of Tennessee at Chattanooga 1987 — 1988
Alex Mueckl Alex Mueckl's Raymond James & Associates, Inc Experience July 2011 - July 2013
Job Associate at Waitt Company
Industry Venture Capital & Private Equity
Experience
Waitt Company August 2013 - Present
Raymond James & Associates, Inc July 2011 - July 2013
Education
Creighton University
B.S., Business Administration
Saint Louis University High School
Waitt Company August 2013 - Present
Raymond James & Associates, Inc July 2011 - July 2013
Education
Creighton University
B.S., Business Administration
Saint Louis University High School
Emma Peterson's Raymond James & Associates, Inc Experience June 2007 - August 2007
Job Candidate for Certificate in L’Art de la Pâtisserie
Industry Food Production
Experience
Euromonitor International April 2013 - July 2015
Euromonitor International October 2011 - April 2013
Fulbright Commission September 2010 - June 2011
ProChile June 2010 - August 2010
Raymond James & Associates, Inc June 2007 - August 2007
Skills
Spanish, Market Research, Data Analysis, Cooking, Research, Latin America, Time Management, Qualitative Research, Economics, Quantitative Research, Strategy, Analysis, Customer Insight
Education
The French Pastry School
Baking and Pastry Arts/Baker/Pastry Chef
Grinnell College
BA, Spanish and Latin American Studies
Walter Payton College Prep
High School
Euromonitor International April 2013 - July 2015
Euromonitor International October 2011 - April 2013
Fulbright Commission September 2010 - June 2011
ProChile June 2010 - August 2010
Raymond James & Associates, Inc June 2007 - August 2007
Skills
Spanish, Market Research, Data Analysis, Cooking, Research, Latin America, Time Management, Qualitative Research, Economics, Quantitative Research, Strategy, Analysis, Customer Insight
Education
The French Pastry School
Baking and Pastry Arts/Baker/Pastry Chef
Grinnell College
BA, Spanish and Latin American Studies
Walter Payton College Prep
High School
Art Rice Art Rice's Raymond James & Associates, Inc Experience November 2002 - Present
Job Scheduling Services Analyst at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc November 2002 - Present
HSN November 1986 - June 1997
U.S. Coast Guard September 1971 - September 1975
Skills
Computer programming,..., Relearning electronics..., Microsoft Excel, Customer Service, Microsoft Office
Education
St. Petersburg College 1984 — 1985
Medical Fields, 3.97
Broward College 1981 — 1982
Medical fields, 3.97
USCG Loran "C" AN/FPN-44/45/46 School 1972 — 1972
USCG Electronics Technician "A" school 1971 — 1972
Electrical and Electronics Engineering
Towson High School 1968 — 1971
General, General
Raymond James & Associates, Inc November 2002 - Present
HSN November 1986 - June 1997
U.S. Coast Guard September 1971 - September 1975
Skills
Computer programming,..., Relearning electronics..., Microsoft Excel, Customer Service, Microsoft Office
Education
St. Petersburg College 1984 — 1985
Medical Fields, 3.97
Broward College 1981 — 1982
Medical fields, 3.97
USCG Loran "C" AN/FPN-44/45/46 School 1972 — 1972
USCG Electronics Technician "A" school 1971 — 1972
Electrical and Electronics Engineering
Towson High School 1968 — 1971
General, General
Larry Ellis's Raymond James & Associates, Inc Experience February 2007 - Present
Job Vice President Investments, CFP®, ADPA® at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc February 2007 - Present
Merrill Lynch January 1995 - February 2007
Education
Florida State University - College of Business 1977 — 1979
Finance
Raymond James & Associates, Inc February 2007 - Present
Merrill Lynch January 1995 - February 2007
Education
Florida State University - College of Business 1977 — 1979
Finance
Ray Duyungan, MBA Ray Duyungan, MBA's Raymond James & Associates, Inc Experience May 2010 - July 2010
Job Sr. Analyst Continuous Improvement at Kuehne + Nagel
Industry Logistics and Supply Chain
Experience
Kuehne + Nagel February 2015 - Present
Office Depot April 2014 - January 2015
Office Depot September 2012 - April 2014
Office Depot August 2011 - September 2012
Washington State University August 2010 - May 2011
Raymond James & Associates, Inc May 2010 - July 2010
Skills
Leadership, Microsoft Office, Strategy, Customer Service, Sales, Time Management, Process Improvement, Inventory Management, Marketing, Team Building
Education
Washington State University - College of Business and Economics 2010 — 2011
MBA, Business Administration
Florida Southern College 2006 — 2010
BS, International Business
Florida International University 2013 — 2013
Six Sigma Green Belt Certification, Engineering
Kuehne + Nagel February 2015 - Present
Office Depot April 2014 - January 2015
Office Depot September 2012 - April 2014
Office Depot August 2011 - September 2012
Washington State University August 2010 - May 2011
Raymond James & Associates, Inc May 2010 - July 2010
Skills
Leadership, Microsoft Office, Strategy, Customer Service, Sales, Time Management, Process Improvement, Inventory Management, Marketing, Team Building
Education
Washington State University - College of Business and Economics 2010 — 2011
MBA, Business Administration
Florida Southern College 2006 — 2010
BS, International Business
Florida International University 2013 — 2013
Six Sigma Green Belt Certification, Engineering
JaDon Bridges JaDon Bridges's Raymond James & Associates, Inc Experience July 2013 - Present
Job Vice President, Operations at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Raymond James & Associates, Inc July 2013 - Present
Raymond James & Associates, Inc October 2012 - July 2013
Raymond James & Associates, Inc September 2010 - October 2012
JPMorgan Chase August 2004 - August 2010
Waddell & Reed February 2003 - August 2004
Skills
Corporate Actions, Customer Service, Financial Services, Sales Management, DTC, Dividends, Proxy Voting, Euroclear, Series 6, Series 63, Back Office, Bonds, Equities, FINRA, Middle Office, Settlement, Investments, Change Management, Global Custody, Operations Management, Prime Brokerage, Foreign Currency..., Project Management, Human Resources, Financial Markets, Securities, Bloomberg, Fixed Income, Operational Risk, Stocks, Securities Lending, SWIFT payments, Foreign Exchange, Operational Risk..., Banking, Credit, Mutual Funds, SWIFT messaging, Bloomberg Terminal, Alternative Investments, Uniform Combined State..., Finance, Equity Trading, ETFs, Equity Derivatives, Business Requirements, Financial Risk, Electronic Trading, Trading, Trading Systems
Education
Eastern Michigan University
Bachelor of Business Administration (BBA), Finance
Raymond James Financial, Inc. March 2015 - Present
Raymond James & Associates, Inc July 2013 - Present
Raymond James & Associates, Inc October 2012 - July 2013
Raymond James & Associates, Inc September 2010 - October 2012
JPMorgan Chase August 2004 - August 2010
Waddell & Reed February 2003 - August 2004
Skills
Corporate Actions, Customer Service, Financial Services, Sales Management, DTC, Dividends, Proxy Voting, Euroclear, Series 6, Series 63, Back Office, Bonds, Equities, FINRA, Middle Office, Settlement, Investments, Change Management, Global Custody, Operations Management, Prime Brokerage, Foreign Currency..., Project Management, Human Resources, Financial Markets, Securities, Bloomberg, Fixed Income, Operational Risk, Stocks, Securities Lending, SWIFT payments, Foreign Exchange, Operational Risk..., Banking, Credit, Mutual Funds, SWIFT messaging, Bloomberg Terminal, Alternative Investments, Uniform Combined State..., Finance, Equity Trading, ETFs, Equity Derivatives, Business Requirements, Financial Risk, Electronic Trading, Trading, Trading Systems
Education
Eastern Michigan University
Bachelor of Business Administration (BBA), Finance
Nawwar Kabbani Nawwar Kabbani's Raymond James & Associates, Inc Experience May 2011 - August 2011
Job Senior Agile Tester at Fidelity National Financial
Industry Computer Software
Experience
Fidelity National Financial June 2013 - Present
Florida Institute of Technology August 2010 - Present
Raymond James Financial Inc. May 2012 - August 2012
Raymond James & Associates, Inc May 2011 - August 2011
Skills
Software Engineering, Testing, Computer Science, Algorithms, Software Development, SOA, Python, C++, JavaScript, C#, Security Testing, Test Automation, Visual Studio, Java, Metrics, OOP, Ruby, UML, Teaching, Matlab, Linux, MySQL, Quantitative Finance, Financial Modeling, Regression Testing, C, XML, Machine Learning, Drinking Water, PHP, Object Oriented Design, Data Mining, Monte Carlo Simulation, Finance, Intuitive Eating, Image Processing, Distributed Systems, Software Design, LaTeX, Volatility, Financial Metrics
Education
Florida Institute of Technology 2010 — 2014
Ph.D., Computer Science, 4.0
Florida Institute of Technology 2008 — 2010
M.S., Software Engineering, 3.87
Institut national des Sciences appliquées de Lyon 2007 — 2008
Masters, Computer Science
University of Aleppo 2001 — 2006
Bachelor of Engineering, Informatics Engineering
Fidelity National Financial June 2013 - Present
Florida Institute of Technology August 2010 - Present
Raymond James Financial Inc. May 2012 - August 2012
Raymond James & Associates, Inc May 2011 - August 2011
Skills
Software Engineering, Testing, Computer Science, Algorithms, Software Development, SOA, Python, C++, JavaScript, C#, Security Testing, Test Automation, Visual Studio, Java, Metrics, OOP, Ruby, UML, Teaching, Matlab, Linux, MySQL, Quantitative Finance, Financial Modeling, Regression Testing, C, XML, Machine Learning, Drinking Water, PHP, Object Oriented Design, Data Mining, Monte Carlo Simulation, Finance, Intuitive Eating, Image Processing, Distributed Systems, Software Design, LaTeX, Volatility, Financial Metrics
Education
Florida Institute of Technology 2010 — 2014
Ph.D., Computer Science, 4.0
Florida Institute of Technology 2008 — 2010
M.S., Software Engineering, 3.87
Institut national des Sciences appliquées de Lyon 2007 — 2008
Masters, Computer Science
University of Aleppo 2001 — 2006
Bachelor of Engineering, Informatics Engineering
Charles Tebbe Charles Tebbe's Raymond James & Associates, Inc Experience March 2001 - December 2001
Job Capital Projects Auditor / National Real Estate at PwC
Industry Information Technology and Services
Experience
PwC January 2014 - Present
PricewaterhouseCoopers July 2005 - January 2014
Marriott International September 2004 - July 2005
Pier 1 Imports May 2004 - September 2004
Pier 1 Imports May 2003 - December 2003
Pier 1 Imports August 2002 - April 2003
Alliance Foods Inc February 2002 - August 2002
Raymond James & Associates, Inc March 2001 - December 2001
Skills
Financial Reporting, Process Improvement, Budget Tracking, Accounting, Internal Controls, Financial Analysis, Budget, Auditing, Financial Accounting, Financial Modeling, Business Analysis, Analysis, Managerial Finance, Financial Audits, Corporate Finance, Internal Audit, Lotus Notes, Budgets, Finance, Accounts Payable, Customer Service, Invoicing, SAP, Microsoft Excel, Project Management, Management, Access, ERP, Business Process..., Forecasting, Risk Management, PeopleSoft
Education
Central Michigan University 1998 — 2000
BSBA, Corporate Finance
PwC January 2014 - Present
PricewaterhouseCoopers July 2005 - January 2014
Marriott International September 2004 - July 2005
Pier 1 Imports May 2004 - September 2004
Pier 1 Imports May 2003 - December 2003
Pier 1 Imports August 2002 - April 2003
Alliance Foods Inc February 2002 - August 2002
Raymond James & Associates, Inc March 2001 - December 2001
Skills
Financial Reporting, Process Improvement, Budget Tracking, Accounting, Internal Controls, Financial Analysis, Budget, Auditing, Financial Accounting, Financial Modeling, Business Analysis, Analysis, Managerial Finance, Financial Audits, Corporate Finance, Internal Audit, Lotus Notes, Budgets, Finance, Accounts Payable, Customer Service, Invoicing, SAP, Microsoft Excel, Project Management, Management, Access, ERP, Business Process..., Forecasting, Risk Management, PeopleSoft
Education
Central Michigan University 1998 — 2000
BSBA, Corporate Finance
Brett Thompson, WMS, CDFA's Raymond James & Associates, Inc Experience February 2006 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc February 2006 - Present
Tree House Of Tallahassee January 2004 - May 2010
Wachovia January 2001 - January 2006
Merrill Lynch June 1996 - January 2001
J.B. W January 1988 - May 1991
Skills
Investments, Retirement Planning, Securities, Financial Advisory, Options, Bonds, Trading, Pensions, Estate Planning, Small Business, Wealth Management..., Financial Analysis, Insurance, High Net Worth..., Valuation, Strategic Planning, Wealth Management, Financial Planning, Investment Advisory, Portfolio Management, Mutual Funds, Management, Finance, Series 7, Retirement, Asset Management, Investment Strategies, Asset Allocation, Series 63, Alternative Investments, Financial Services, Equities
Education
Florida State University 2002 — 2006
Business
Florida State University
Raymond James & Associates, Inc February 2006 - Present
Tree House Of Tallahassee January 2004 - May 2010
Wachovia January 2001 - January 2006
Merrill Lynch June 1996 - January 2001
J.B. W January 1988 - May 1991
Skills
Investments, Retirement Planning, Securities, Financial Advisory, Options, Bonds, Trading, Pensions, Estate Planning, Small Business, Wealth Management..., Financial Analysis, Insurance, High Net Worth..., Valuation, Strategic Planning, Wealth Management, Financial Planning, Investment Advisory, Portfolio Management, Mutual Funds, Management, Finance, Series 7, Retirement, Asset Management, Investment Strategies, Asset Allocation, Series 63, Alternative Investments, Financial Services, Equities
Education
Florida State University 2002 — 2006
Business
Florida State University
Chris Silver's Raymond James & Associates, Inc Experience September 2010 - July 2011
Job Director, Enterprise Contact Center Sales at Five9
Industry Telecommunications
Experience
Five9 August 2014 - Present
AT&T July 2012 - August 2014
AT&T February 2012 - July 2012
Spectro Jet-Care May 2011 - February 2012
Raymond James & Associates, Inc September 2010 - July 2011
Lowe's Home Improvement May 2008 - January 2010
Electronics Expo November 2006 - January 2008
Circuit City June 2005 - January 2006
Skills
Product Marketing, Sales Management, Advertising, Account Management, Division Management, Marketing Strategy, PowerPoint, CRM, Microsoft Excel, Outlook, Sales Presentations, Cold Calling, Sales, Customer Service, Marketing, Salesforce.com, B2B, Direct Sales, Team Building, Team Leadership, Negotiation, New Business Development, Microsoft Office, Contract Negotiation, Business Development, Telecommunications, Consulting, Brand Development, Supervising, Management, Strategic Planning, Social Media, Brand Awareness, Kicking Ass, Teamwork, Social Networking, Public Relations, Idea Generation, Overcome Obstacles, Social Media Marketing, Cultural Awareness, Customer Retention, Sales Operations, Customer Satisfaction, Solution Selling, Sales Process, SaaS, Leadership, Strategy, Selling
Education
Monmouth University 2008 — 2011
Bachelors, Marketing, Advertising
County College of Morris 2006 — 2008
Associates, Business Administration
Five9 August 2014 - Present
AT&T July 2012 - August 2014
AT&T February 2012 - July 2012
Spectro Jet-Care May 2011 - February 2012
Raymond James & Associates, Inc September 2010 - July 2011
Lowe's Home Improvement May 2008 - January 2010
Electronics Expo November 2006 - January 2008
Circuit City June 2005 - January 2006
Skills
Product Marketing, Sales Management, Advertising, Account Management, Division Management, Marketing Strategy, PowerPoint, CRM, Microsoft Excel, Outlook, Sales Presentations, Cold Calling, Sales, Customer Service, Marketing, Salesforce.com, B2B, Direct Sales, Team Building, Team Leadership, Negotiation, New Business Development, Microsoft Office, Contract Negotiation, Business Development, Telecommunications, Consulting, Brand Development, Supervising, Management, Strategic Planning, Social Media, Brand Awareness, Kicking Ass, Teamwork, Social Networking, Public Relations, Idea Generation, Overcome Obstacles, Social Media Marketing, Cultural Awareness, Customer Retention, Sales Operations, Customer Satisfaction, Solution Selling, Sales Process, SaaS, Leadership, Strategy, Selling
Education
Monmouth University 2008 — 2011
Bachelors, Marketing, Advertising
County College of Morris 2006 — 2008
Associates, Business Administration
David Szafranski David Szafranski's Raymond James & Associates, Inc Experience January 2002 - Present
Job Advisor On All Things Financial and Life
Industry Financial Services
Experience
Moody Bible Institute January 2005 - Present
Edgewater Pro Sports Financial & Edgewater Investment Group January 2002 - Present
Raymond James & Associates, Inc January 2002 - Present
Edgewater Investment Group January 2000 - Present
Skills
Strategic Planning, Business Strategy, Corporate Finance, Risk Management, Marketing Strategy, Scuba Diving, Golf, Investments, Runner, Shooter, Eating, Christianity, Radio Broadcasting, Credit
Education
Cleveland State University
Economics, Economics
Valley Forge High School
Economics
Moody Bible Institute January 2005 - Present
Edgewater Pro Sports Financial & Edgewater Investment Group January 2002 - Present
Raymond James & Associates, Inc January 2002 - Present
Edgewater Investment Group January 2000 - Present
Skills
Strategic Planning, Business Strategy, Corporate Finance, Risk Management, Marketing Strategy, Scuba Diving, Golf, Investments, Runner, Shooter, Eating, Christianity, Radio Broadcasting, Credit
Education
Cleveland State University
Economics, Economics
Valley Forge High School
Economics
Carla Daniel Dominguez Carla Daniel Dominguez's Raymond James & Associates, Inc Experience May 2011 - Present
Job Commercial Loan Servicing Specialist at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc May 2011 - Present
Tavernier Capital Partners February 2007 - April 2011
Capmark June 2006 - February 2007
GMAC Commercial Mortgage January 2003 - June 2006
Skills
Loans, Management, Portfolio Management, Real Estate, Banking, Financial Analysis, Credit, Due Diligence, Strategic Planning, Outlook
Education
Art Institute of Pittsburgh 2002 — 2004
Graphic Design
University of Tampa 1999 — 2001
Bachelor of Liberal Studies, Fine Arts and Humanities
Austin Peay State University 1994 — 1998
Music/Vocal Performance/Biology
Raymond James & Associates, Inc May 2011 - Present
Tavernier Capital Partners February 2007 - April 2011
Capmark June 2006 - February 2007
GMAC Commercial Mortgage January 2003 - June 2006
Skills
Loans, Management, Portfolio Management, Real Estate, Banking, Financial Analysis, Credit, Due Diligence, Strategic Planning, Outlook
Education
Art Institute of Pittsburgh 2002 — 2004
Graphic Design
University of Tampa 1999 — 2001
Bachelor of Liberal Studies, Fine Arts and Humanities
Austin Peay State University 1994 — 1998
Music/Vocal Performance/Biology
Daniel Marchon, CFA Daniel Marchon, CFA's Raymond James & Associates, Inc Experience June 2011 - August 2015
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Raymond James & Associates, Inc June 2011 - August 2015
Barclays Capital June 2010 - August 2010
Remote Meeting Technologies May 2008 - August 2009
Mitlin Financial, Inc. 2009 - 2009
Skills
Equity Research, Financial Modeling, Entrepreneurship, Valuation, Finance, Financial Analysis, Series 7, Microsoft Excel, Capital Markets, Series 63, Series 86, Series 87, Securities, Chartered Financial...
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Raymond James & Associates, Inc June 2011 - August 2015
Barclays Capital June 2010 - August 2010
Remote Meeting Technologies May 2008 - August 2009
Mitlin Financial, Inc. 2009 - 2009
Skills
Equity Research, Financial Modeling, Entrepreneurship, Valuation, Finance, Financial Analysis, Series 7, Microsoft Excel, Capital Markets, Series 63, Series 86, Series 87, Securities, Chartered Financial...
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Eric Hoyle Eric Hoyle's Raymond James & Associates, Inc Experience July 1995 - February 2000
Job CFA Charterholder, Chief Operating Officer of a Long/Short Hedge Fund
Industry Investment Management
Experience
Lumina Fund Management, LLC April 2012 - Present
Lumina Fund Management, LLC February 2011 - April 2012
Elk River Trading, LLC February 2008 - February 2010
Rutgers University July 2006 - June 2008
Oval Oak Capital Management, LLC February 2000 - January 2008
Raymond James & Associates, Inc July 1995 - February 2000
Skills
Hedge Funds, Options, Financial Markets, Trading, Alternative Investments, Fixed Income, Equities, Derivatives, Risk Management, Investment Strategies, Hedging, Trading Systems, Asset Management, Start-ups, Asset Managment, Investments, Mutual Funds, Portfolio Management, Strategic Financial..., Finance, Investment Banking, Asset Allocation, Financial Analysis, Financial Modeling, Investment Management, Bloomberg, FX Options, Capital Markets, Emerging Markets, Private Equity, Valuation, Venture Capital, Executive Management, Wealth Management, Electronic Trading, Securities, Financial Risk, Commodity, Bonds, Fund Of Funds, Equity Research, Equity Trading, Equity Derivatives, Series 7, Investor Relations, Trading Strategies, Financial Services, Investment Advisory, Technical Analysis, Proprietary Trading
Education
Yale University - Yale School of Management 1993 — 1995
MBA
Duke University 1986 — 1990
BA
CFA Institute
CFA
Lumina Fund Management, LLC April 2012 - Present
Lumina Fund Management, LLC February 2011 - April 2012
Elk River Trading, LLC February 2008 - February 2010
Rutgers University July 2006 - June 2008
Oval Oak Capital Management, LLC February 2000 - January 2008
Raymond James & Associates, Inc July 1995 - February 2000
Skills
Hedge Funds, Options, Financial Markets, Trading, Alternative Investments, Fixed Income, Equities, Derivatives, Risk Management, Investment Strategies, Hedging, Trading Systems, Asset Management, Start-ups, Asset Managment, Investments, Mutual Funds, Portfolio Management, Strategic Financial..., Finance, Investment Banking, Asset Allocation, Financial Analysis, Financial Modeling, Investment Management, Bloomberg, FX Options, Capital Markets, Emerging Markets, Private Equity, Valuation, Venture Capital, Executive Management, Wealth Management, Electronic Trading, Securities, Financial Risk, Commodity, Bonds, Fund Of Funds, Equity Research, Equity Trading, Equity Derivatives, Series 7, Investor Relations, Trading Strategies, Financial Services, Investment Advisory, Technical Analysis, Proprietary Trading
Education
Yale University - Yale School of Management 1993 — 1995
MBA
Duke University 1986 — 1990
BA
CFA Institute
CFA
Justin Wai Justin Wai's Raymond James & Associates, Inc Experience August 2011 - October 2012
Job Equity Research at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Raymond James Financial Inc. October 2012 - September 2014
Raymond James & Associates, Inc August 2011 - October 2012
Student Managed Investment Fund August 2010 - May 2011
Alpha Kappa Psi 2010 - May 2011
Hyde Park Capital Partners, LLC September 2010 - January 2011
Prudential Commercial Real Estate October 2009 - February 2010
Long Doggers May 2004 - May 2007
Skills
Financial Analysis, Mergers & Acquisitions, Equities, Finance, Portfolio Management, Analysis, Banking, Credit, Financial Risk, Investment Banking, Valuation
Education
University of South Florida 2007 — 2011
Bachelors, Finance; Economics; Mathematics
University of South Florida 2007 — 2011
Bachelors of Science, Finance and Economics; interest in Mathematics
University of South Florida - College of Business Administration 2007 — 2011
BS, Finance and Economics
Charles Darwin University
Fitch Learning
Quinnipiac University
Raymond James Financial Inc. August 2014 - Present
Raymond James Financial Inc. October 2012 - September 2014
Raymond James & Associates, Inc August 2011 - October 2012
Student Managed Investment Fund August 2010 - May 2011
Alpha Kappa Psi 2010 - May 2011
Hyde Park Capital Partners, LLC September 2010 - January 2011
Prudential Commercial Real Estate October 2009 - February 2010
Long Doggers May 2004 - May 2007
Skills
Financial Analysis, Mergers & Acquisitions, Equities, Finance, Portfolio Management, Analysis, Banking, Credit, Financial Risk, Investment Banking, Valuation
Education
University of South Florida 2007 — 2011
Bachelors, Finance; Economics; Mathematics
University of South Florida 2007 — 2011
Bachelors of Science, Finance and Economics; interest in Mathematics
University of South Florida - College of Business Administration 2007 — 2011
BS, Finance and Economics
Charles Darwin University
Fitch Learning
Quinnipiac University
CJ Mattsen CJ Mattsen's Raymond James & Associates, Inc Experience April 2005 - April 2008
Job Legal / Finance Professional
Industry Law Practice
Experience
Enterprise Rent-A-Car 2012 - 2014
H.I.P. Hot-In-Place Paving, LLC August 2011 - March 2012
John Bales Attorneys April 2008 - April 2010
Soares Law, PLC February 2007 - August 2008
Raymond James & Associates, Inc April 2005 - April 2008
Components International, LLC June 2004 - February 2005
Rose Electronics Inc April 2003 - June 2004
Bill Jackson, Inc May 2002 - December 2003
Tech Data Corp April 1994 - December 2001
Skills
Customer Service, Outlook, Management, Microsoft Office, Negotiation, Public Speaking, Sales, QuickBooks, Sales Management, Legal Writing, Customer Satisfaction
Education
Eckerd College 2006 — 2011
Bachelor of Arts (B.A.), Business Admin. - Finance, 3.62
Eckerd College 2006 — 2011
Bachelor of Arts (B.A.), American Studies - Pre-Law, 3.62
Blackstone 2005 — 2007
Diploma, Paralegal Studies, 3.8
Milwaukee Business Training Institute (MBTI). 1991 — 1992
Diploma, Computer Electronics Technician, A
East Troy High 1987 — 1989
Diploma, High School/Secondary Diploma Programs, B
Enterprise Rent-A-Car 2012 - 2014
H.I.P. Hot-In-Place Paving, LLC August 2011 - March 2012
John Bales Attorneys April 2008 - April 2010
Soares Law, PLC February 2007 - August 2008
Raymond James & Associates, Inc April 2005 - April 2008
Components International, LLC June 2004 - February 2005
Rose Electronics Inc April 2003 - June 2004
Bill Jackson, Inc May 2002 - December 2003
Tech Data Corp April 1994 - December 2001
Skills
Customer Service, Outlook, Management, Microsoft Office, Negotiation, Public Speaking, Sales, QuickBooks, Sales Management, Legal Writing, Customer Satisfaction
Education
Eckerd College 2006 — 2011
Bachelor of Arts (B.A.), Business Admin. - Finance, 3.62
Eckerd College 2006 — 2011
Bachelor of Arts (B.A.), American Studies - Pre-Law, 3.62
Blackstone 2005 — 2007
Diploma, Paralegal Studies, 3.8
Milwaukee Business Training Institute (MBTI). 1991 — 1992
Diploma, Computer Electronics Technician, A
East Troy High 1987 — 1989
Diploma, High School/Secondary Diploma Programs, B
Blake Safko's Raymond James & Associates, Inc Experience June 2000 - August 2000
Job Consultant
Industry Government Relations
Experience
US Army June 2007 - Present
Raytheon January 2007 - April 2007
Boeing September 2006 - December 2006
Raymond James & Associates, Inc June 2000 - August 2000
Education
National University of Singapore 2007 — 2007
Mandarin
The Citadel 2003 — 2007
BA, Political Science and East Asian Studies
Fudan University 2006 — 2006
Mandarin
University of Pittsburgh 2004 — 2004
Semester at Sea
US Army June 2007 - Present
Raytheon January 2007 - April 2007
Boeing September 2006 - December 2006
Raymond James & Associates, Inc June 2000 - August 2000
Education
National University of Singapore 2007 — 2007
Mandarin
The Citadel 2003 — 2007
BA, Political Science and East Asian Studies
Fudan University 2006 — 2006
Mandarin
University of Pittsburgh 2004 — 2004
Semester at Sea
Jan Sirota Jan Sirota's Raymond James & Associates, Inc Experience 1996 - 2005
Job Chairman at Therapy Motions
Industry Financial Services
Experience
Therapy Motions 2009 - Present
Sage Advisors, LLC 2006 - Present
Safe Place and Rape Crisis Center (SPARCC) 2014 - 2014
Safe Place and Rape Crisis Center (SPARCC) 2014 - 2014
Raymond James & Associates, Inc 1996 - 2005
Bear Stearns 1989 - 1996
Morgan Stanley 1987 - 1989
Lehman Brothers 1984 - 1987
Citicorp 1974 - 1984
Pfizer 1972 - 1974
Skills
Corporate Finance, Business Strategy, Strategic Planning, Negotiation, Mergers & Acquisitions, Capital, Capital Markets, Healthcare, Investments, Investment Banking, Leadership, Management, Finance, Banking, Financial Services, Strategy, Venture Capital, Start-ups, Executive Management, Marketing, Entrepreneurship, Private Equity, Business Planning, Corporate Development, Management Consulting, Strategic Partnerships, Restructuring, Business Development
Education
The George Washington University - School of Business 1965 — 1969
MBA, Computer Science
Baruch College, City University of New York (CUNY) 1960 — 1964
BBA, Accounting
Therapy Motions 2009 - Present
Sage Advisors, LLC 2006 - Present
Safe Place and Rape Crisis Center (SPARCC) 2014 - 2014
Safe Place and Rape Crisis Center (SPARCC) 2014 - 2014
Raymond James & Associates, Inc 1996 - 2005
Bear Stearns 1989 - 1996
Morgan Stanley 1987 - 1989
Lehman Brothers 1984 - 1987
Citicorp 1974 - 1984
Pfizer 1972 - 1974
Skills
Corporate Finance, Business Strategy, Strategic Planning, Negotiation, Mergers & Acquisitions, Capital, Capital Markets, Healthcare, Investments, Investment Banking, Leadership, Management, Finance, Banking, Financial Services, Strategy, Venture Capital, Start-ups, Executive Management, Marketing, Entrepreneurship, Private Equity, Business Planning, Corporate Development, Management Consulting, Strategic Partnerships, Restructuring, Business Development
Education
The George Washington University - School of Business 1965 — 1969
MBA, Computer Science
Baruch College, City University of New York (CUNY) 1960 — 1964
BBA, Accounting
Marcie Hudson Marcie Hudson's Raymond James & Associates, Inc Experience 2005 - 2012
Job Office Professional
Industry Financial Services
Experience
Raymond James & Associates, Inc 2005 - 2012
Dr. Daniel T. Lantz, OD May 2002 - May 2005
State Farm Insurance August 1998 - May 2002
Skills
Team Building, Microsoft Excel, Accounting, Administrative...
Education
Clackamas Community College 1981 — 1982
General Studies
Clarinda High School
Clarinda High School
Raymond James & Associates, Inc 2005 - 2012
Dr. Daniel T. Lantz, OD May 2002 - May 2005
State Farm Insurance August 1998 - May 2002
Skills
Team Building, Microsoft Excel, Accounting, Administrative...
Education
Clackamas Community College 1981 — 1982
General Studies
Clarinda High School
Clarinda High School
Anne Platt AIF, AWMA Anne Platt AIF, AWMA's Raymond James & Associates, Inc Experience 1986 - 1990
Job Vice President Investment Strategy & Product Positioning
Industry Financial Services
Experience
Raymond James Financial Inc. February 2015 - Present
Raymond James Financial, Inc. January 2012 - February 2015
Morgan Keegan May 2007 - January 2012
AmSouth Bank August 2003 - May 2007
Bank of America February 1995 - July 2003
American Capital 1990 - 1995
Raymond James & Associates, Inc 1986 - 1990
Skills
Product Management, Strategic Planning, Marketing Communications, Mutual Funds, Annuities, Investments, Product Development, Competitive Analysis, Vendor Management, Portfolio Management, Fixed Annuities, Cross-functional Team..., Asset Management, Strategy, Marketing, Program Management, Series 63, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Series 24, Separately Managed..., ETFs, Investment Advisory, Wealth Management..., Investment Strategies, Financial Services, Management, Financial Planning, Retirement
Education
University of St. Thomas (TX) 1992 — 1994
MBA, Finance
Bryn Mawr College 1977 — 1981
AB, History
Raymond James Financial Inc. February 2015 - Present
Raymond James Financial, Inc. January 2012 - February 2015
Morgan Keegan May 2007 - January 2012
AmSouth Bank August 2003 - May 2007
Bank of America February 1995 - July 2003
American Capital 1990 - 1995
Raymond James & Associates, Inc 1986 - 1990
Skills
Product Management, Strategic Planning, Marketing Communications, Mutual Funds, Annuities, Investments, Product Development, Competitive Analysis, Vendor Management, Portfolio Management, Fixed Annuities, Cross-functional Team..., Asset Management, Strategy, Marketing, Program Management, Series 63, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Series 24, Separately Managed..., ETFs, Investment Advisory, Wealth Management..., Investment Strategies, Financial Services, Management, Financial Planning, Retirement
Education
University of St. Thomas (TX) 1992 — 1994
MBA, Finance
Bryn Mawr College 1977 — 1981
AB, History
Jolina (Barlaan) Roberson Jolina (Barlaan) Roberson's Raymond James & Associates, Inc Experience February 2011 - April 2012
Job Owner of Ideology Designs
Industry Design
Experience
Ideology Designs January 2009 - Present
Scarlett Plus Size Boutique September 2012 - April 2013
Little Idez October 2012 - February 2013
Chancery Designs 2013 - 2013
Raymond James & Associates, Inc February 2011 - April 2012
Ann Taylor Retail March 2010 - December 2010
Ann Taylor March 2006 - March 2010
My Wabi-Sabi October 2009 - December 2009
TAVIN June 2009 - July 2009
Creative Sewing Solutions January 2007 - June 2007
Skills
Visual Merchandising, Draping, Apparel, Merchandising, Fashion, Retail, Sewing, Fashion Design, Illustrator, Trend Analysis, Trend, Customer Service, Sales, Styling, Marketing, PowerPoint, Social Media, Microsoft Excel, Pattern, Textiles
Education
University of North Carolina at Greensboro 2007 — 2009
BS, Consumer Apparel & Retail Studies
Belhaven College 2003 — 2005
Technical Theater: Costume Design
Ideology Designs January 2009 - Present
Scarlett Plus Size Boutique September 2012 - April 2013
Little Idez October 2012 - February 2013
Chancery Designs 2013 - 2013
Raymond James & Associates, Inc February 2011 - April 2012
Ann Taylor Retail March 2010 - December 2010
Ann Taylor March 2006 - March 2010
My Wabi-Sabi October 2009 - December 2009
TAVIN June 2009 - July 2009
Creative Sewing Solutions January 2007 - June 2007
Skills
Visual Merchandising, Draping, Apparel, Merchandising, Fashion, Retail, Sewing, Fashion Design, Illustrator, Trend Analysis, Trend, Customer Service, Sales, Styling, Marketing, PowerPoint, Social Media, Microsoft Excel, Pattern, Textiles
Education
University of North Carolina at Greensboro 2007 — 2009
BS, Consumer Apparel & Retail Studies
Belhaven College 2003 — 2005
Technical Theater: Costume Design
Lowell Evans's Raymond James & Associates, Inc Experience January 2011 - February 2011
Job Graphic Designer at Flagworks
Industry Design
Experience
Flagworks January 2012 - Present
Medium Uprise 2011 - January 2012
Raymond James & Associates, Inc January 2011 - February 2011
Education
Alberta College of Art + Design
Flagworks January 2012 - Present
Medium Uprise 2011 - January 2012
Raymond James & Associates, Inc January 2011 - February 2011
Education
Alberta College of Art + Design
Stanley Huang's Raymond James & Associates, Inc Experience July 2011 - October 2013
Job Northeast Revenue Manager at Heineken USA
Industry Consumer Goods
Experience
Heineken USA February 2015 - Present
HEINEKEN USA October 2013 - January 2015
Raymond James & Associates, Inc July 2011 - October 2013
Skills
Financial Services, Mergers, Financial Modeling, Investment Banking, Valuation, Bloomberg, Financial Analysis, Investments, Corporate Finance, Equities, Private Equity, Due Diligence, Securities, Mergers & Acquisitions, Capital Markets, Asset Management, M&A experience, Capital IQ
Education
Duke University 2007 — 2011
BS, Economics, Public Policy Studies
Heineken USA February 2015 - Present
HEINEKEN USA October 2013 - January 2015
Raymond James & Associates, Inc July 2011 - October 2013
Skills
Financial Services, Mergers, Financial Modeling, Investment Banking, Valuation, Bloomberg, Financial Analysis, Investments, Corporate Finance, Equities, Private Equity, Due Diligence, Securities, Mergers & Acquisitions, Capital Markets, Asset Management, M&A experience, Capital IQ
Education
Duke University 2007 — 2011
BS, Economics, Public Policy Studies
Ondrej Holy Ondrej Holy's Raymond James & Associates, Inc Experience August 2010 - December 2010
Job Consultant at ABeam Consulting USA
Industry Management Consulting
Experience
ABeam Consulting USA June 2014 - Present
ABeam Consulting USA May 2011 - May 2014
Raymond James & Associates, Inc August 2010 - December 2010
Skills
Hyperion Planning, Research, Microsoft Office, Analysis, SQL, Microsoft Excel, PowerPoint, Hyperion Financial..., Smartview, OBIEE, Oracle Application..., Project Coordination, OTM, Transportation
Education
Florida Institute of Technology 2007 — 2010
Bachelor of Science, International Business and Business Administration
ABeam Consulting USA June 2014 - Present
ABeam Consulting USA May 2011 - May 2014
Raymond James & Associates, Inc August 2010 - December 2010
Skills
Hyperion Planning, Research, Microsoft Office, Analysis, SQL, Microsoft Excel, PowerPoint, Hyperion Financial..., Smartview, OBIEE, Oracle Application..., Project Coordination, OTM, Transportation
Education
Florida Institute of Technology 2007 — 2010
Bachelor of Science, International Business and Business Administration
Ranjiv Aggarwal Ranjiv Aggarwal's Raymond James & Associates, Inc Experience May 2003 - November 2003
Job Senior Information Technology Architect
Industry Information Technology and Services
Experience
Infosys July 2011 - Present
Office Depot February 2011 - June 2011
FirstService December 2009 - December 2010
Microsoft April 2008 - November 2009
Kerzner International August 2006 - April 2008
Woolbright Development November 2005 - June 2006
Tyco International April 2005 - November 2005
Centennial Communications November 2003 - April 2005
Raymond James & Associates, Inc May 2003 - November 2003
JM Family July 2002 - November 2002
Skills
Business Intelligence, Data Warehousing, Data Modeling, Enterprise Software, CRM, SharePoint, Master Data Management, Microstrategy, Enterprise Architecture, Cognos, SDLC, Cloud Computing, ETL, Process Improvement, Big Data, Data Warehouse..., SSIS, Business Objects, Software Project..., Solution Architecture, MS Project, Dimensional Modeling, Oracle, Strategy, Project Management, Erwin, Business Intelligence..., Requirements Gathering, SAS, Informatica, SPSS, Logility, JD Edwards, Seibel, ProClarity, Changepoint, Unica, SSRS, Service Oriented..., SaaS, SAP BI, SAP MDM, Informatica mdm, TIBCO Business Studio, Cloudera Big Data..., PIG, Hive, Hadoop, Tableau, MSBI
Education
Cloudera 2013 — 2013
Cloudera Data Analyst, Pig, Hive, and Impala with Hadoop
Project Mangement Institute 2002 — 2013
PMP, Project Management
Florida Atlantic University 1991 — 2005
MBA, Statisctics & Operations Management
Infosys July 2011 - Present
Office Depot February 2011 - June 2011
FirstService December 2009 - December 2010
Microsoft April 2008 - November 2009
Kerzner International August 2006 - April 2008
Woolbright Development November 2005 - June 2006
Tyco International April 2005 - November 2005
Centennial Communications November 2003 - April 2005
Raymond James & Associates, Inc May 2003 - November 2003
JM Family July 2002 - November 2002
Skills
Business Intelligence, Data Warehousing, Data Modeling, Enterprise Software, CRM, SharePoint, Master Data Management, Microstrategy, Enterprise Architecture, Cognos, SDLC, Cloud Computing, ETL, Process Improvement, Big Data, Data Warehouse..., SSIS, Business Objects, Software Project..., Solution Architecture, MS Project, Dimensional Modeling, Oracle, Strategy, Project Management, Erwin, Business Intelligence..., Requirements Gathering, SAS, Informatica, SPSS, Logility, JD Edwards, Seibel, ProClarity, Changepoint, Unica, SSRS, Service Oriented..., SaaS, SAP BI, SAP MDM, Informatica mdm, TIBCO Business Studio, Cloudera Big Data..., PIG, Hive, Hadoop, Tableau, MSBI
Education
Cloudera 2013 — 2013
Cloudera Data Analyst, Pig, Hive, and Impala with Hadoop
Project Mangement Institute 2002 — 2013
PMP, Project Management
Florida Atlantic University 1991 — 2005
MBA, Statisctics & Operations Management
Michael H. Smith Michael H. Smith's Raymond James & Associates, Inc Experience 1995 - 2003
Job Independent Investment Advisor | Medicaid Planner | Asset Protection Specialist
Industry Financial Services
Experience
Longboat Key Financial Group December 2009 - Present
Florida Medicaid Solutions 2009 - Present
Longboat Key Financial Group October 2003 - Present
Longboat Key Financial Group October 2003 - Present
Raymond James & Associates, Inc 1995 - 2003
Dean Witter Reynolds 1984 - 1995
Skills
Asset Protection, Investments, Long Term Care, Retirement Planning, Tax, Financial Planning, Insurance, Risk Management, Strategic Planning, Analysis, Portfolio Management, Research, Asset Management, Estate Planning, Retirement, Wealth Management, Investment Advisory, Insurance Planning, Annuities, Mutual Funds, IRA's, 401k, Financial Advisory, Wealth, Protection, Long-term Care, Disability Insurance, Financial Planners, Fixed Annuities, Life Insurance, Options, Securities, Small Business
Education
Auburn University 1978 — 1981
Ag Econ, Fisheries, Economics
Kutztown University of Pennsylvania 1973 — 1974
Bachelor of Science (B.S.), Marine Biology
Longboat Key Financial Group December 2009 - Present
Florida Medicaid Solutions 2009 - Present
Longboat Key Financial Group October 2003 - Present
Longboat Key Financial Group October 2003 - Present
Raymond James & Associates, Inc 1995 - 2003
Dean Witter Reynolds 1984 - 1995
Skills
Asset Protection, Investments, Long Term Care, Retirement Planning, Tax, Financial Planning, Insurance, Risk Management, Strategic Planning, Analysis, Portfolio Management, Research, Asset Management, Estate Planning, Retirement, Wealth Management, Investment Advisory, Insurance Planning, Annuities, Mutual Funds, IRA's, 401k, Financial Advisory, Wealth, Protection, Long-term Care, Disability Insurance, Financial Planners, Fixed Annuities, Life Insurance, Options, Securities, Small Business
Education
Auburn University 1978 — 1981
Ag Econ, Fisheries, Economics
Kutztown University of Pennsylvania 1973 — 1974
Bachelor of Science (B.S.), Marine Biology
Denny Fulks Denny Fulks's Raymond James & Associates, Inc Experience 1997 - 1998
Job Field Service Engineer at Dynamic Drilling Fluids
Industry Oil & Energy
Experience
Dynamic Drilling Fluids January 2014 - Present
Halliburton May 2012 - January 2014
LocalEdge February 1998 - April 2012
Raymond James & Associates, Inc 1997 - 1998
Skills
Sales Management, Sales, Online Advertising, New Business Development, Lead Generation, B2B, Account Management, Advertising, Salesforce.com, Sales Presentations, Sales Process
Education
Angelo State University 1991 — 1995
Business
Texas A&M University 1986 — 1990
Architechture
Dynamic Drilling Fluids January 2014 - Present
Halliburton May 2012 - January 2014
LocalEdge February 1998 - April 2012
Raymond James & Associates, Inc 1997 - 1998
Skills
Sales Management, Sales, Online Advertising, New Business Development, Lead Generation, B2B, Account Management, Advertising, Salesforce.com, Sales Presentations, Sales Process
Education
Angelo State University 1991 — 1995
Business
Texas A&M University 1986 — 1990
Architechture
Stephanie Nay's Raymond James & Associates, Inc Experience March 2011 - February 2015
Job Marketing & Social Media Coordinator at Prepared Insurance Company
Industry Marketing and Advertising
Experience
Prepared Insurance Company February 2015 - Present
Need A Pet Sitter? January 2000 - Present
Raymond James & Associates, Inc March 2011 - February 2015
Ad2 Tampa Bay June 2010 - June 2011
Catalina Marketing July 2010 - February 2011
Sign-Age of Tampa Bay June 2010 - June 2010
The Advertising Federation of Minnesota September 2009 - May 2010
The Advertising Federation of Minnesota August 2009 - May 2010
Concur Technologies December 2009 - March 2010
Cool International September 2009 - December 2009
Skills
Media Buying, Media Planning, Advertising, Social Media, Account Management, Product Management, Marketing, Creativity, Media, Event Planning, Event Management, Facebook, Market Research, Public Relations, Press Releases, Social Networking, Product Marketing, Competitive Analysis, Management
Education
Florida State University 2003 — 2007
Bachelors of Science in Communication, Communication Studies with minors in Business and Criminology
Nova High School 1999 — 2003
Prepared Insurance Company February 2015 - Present
Need A Pet Sitter? January 2000 - Present
Raymond James & Associates, Inc March 2011 - February 2015
Ad2 Tampa Bay June 2010 - June 2011
Catalina Marketing July 2010 - February 2011
Sign-Age of Tampa Bay June 2010 - June 2010
The Advertising Federation of Minnesota September 2009 - May 2010
The Advertising Federation of Minnesota August 2009 - May 2010
Concur Technologies December 2009 - March 2010
Cool International September 2009 - December 2009
Skills
Media Buying, Media Planning, Advertising, Social Media, Account Management, Product Management, Marketing, Creativity, Media, Event Planning, Event Management, Facebook, Market Research, Public Relations, Press Releases, Social Networking, Product Marketing, Competitive Analysis, Management
Education
Florida State University 2003 — 2007
Bachelors of Science in Communication, Communication Studies with minors in Business and Criminology
Nova High School 1999 — 2003
James Hirschberger James Hirschberger's Raymond James & Associates, Inc Experience January 1989 - May 1995
Job Branch Manager, Financial Planner at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC June 1995 - Present
Raymond James & Associates, Inc January 1989 - May 1995
Education
Dowling College 1983 — 1987
Raymond James Financial Services, Inc. Member FINRA/SIPC June 1995 - Present
Raymond James & Associates, Inc January 1989 - May 1995
Education
Dowling College 1983 — 1987
Taiwana Rhodes's Raymond James & Associates, Inc Experience May 2008 - Present
Job at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc May 2008 - Present
Xerox Corporation June 2000 - September 2007
GTE - now Verizon November 1993 - May 1999
Skills
Spreadsheets, Access, General Ledger, Microsoft Excel, Balance, Cash Flow, Securities, Customer Service, Invoicing, Program Management, Analysis, Public Speaking, Process Improvement, Team Building
Education
Florida Agricultural and Mechanical University 1989 — 1991
Criminal Justice
Raymond James & Associates, Inc May 2008 - Present
Xerox Corporation June 2000 - September 2007
GTE - now Verizon November 1993 - May 1999
Skills
Spreadsheets, Access, General Ledger, Microsoft Excel, Balance, Cash Flow, Securities, Customer Service, Invoicing, Program Management, Analysis, Public Speaking, Process Improvement, Team Building
Education
Florida Agricultural and Mechanical University 1989 — 1991
Criminal Justice
John A. Neubauer III John A. Neubauer III's Raymond James & Associates, Inc Experience May 2011 - Present
Job Fixed Income Strategist & Programmer at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc May 2011 - Present
Morgan Keegan August 2010 - May 2011
Morgan Keegan May 2010 - August 2010
Copper Beech Townhomes May 2009 - July 2009
United States Air Force June 2007 - April 2008
Chick-fil-A June 2006 - August 2006
Skills
VBA, Bloomberg, Financial Modeling, Microsoft Excel, Microsoft Office, VB.NET, Bloomberg Terminal, Financial Analysis, Public Speaking, Visual Basic, Fixed Income, Leadership, Microsoft SQL Server, Visual Studio, Customer Service, Google Docs, Google Maps, Google Analytics, Morningstar, Quicken, Turbo Tax, High Level Of Accuracy, Bill Payment, Financial Reporting, Adult Education, Problem Solving, Thinking Outside The Box, Critical Thinking, Strategic Thinking, Creative Solutions, Electronics, Computer Assembly, WebEx, Citrix, Internet, High Pressure..., Pay Close Attention to..., Integrity, Employee Loyalty, Help Desk Support, Obedience, Thrifty, Efficent, Survival Training, Cross-Functional Liaison, Software Development, Presentation Development, Personal Financial..., Social Networking, Finance
Education
Auburn University, College of Business 2008 — 2011
Bachelor's of Science In Business Administration, Finance, 3.67
Auburn University 2009 — 2011
Minor, Business Engineering Technology, 4.0
United States Air Force Academy 2007 — 2008
Cadet
Saint James School 2003 — 2007
GED, 3.34
Raymond James & Associates, Inc May 2011 - Present
Morgan Keegan August 2010 - May 2011
Morgan Keegan May 2010 - August 2010
Copper Beech Townhomes May 2009 - July 2009
United States Air Force June 2007 - April 2008
Chick-fil-A June 2006 - August 2006
Skills
VBA, Bloomberg, Financial Modeling, Microsoft Excel, Microsoft Office, VB.NET, Bloomberg Terminal, Financial Analysis, Public Speaking, Visual Basic, Fixed Income, Leadership, Microsoft SQL Server, Visual Studio, Customer Service, Google Docs, Google Maps, Google Analytics, Morningstar, Quicken, Turbo Tax, High Level Of Accuracy, Bill Payment, Financial Reporting, Adult Education, Problem Solving, Thinking Outside The Box, Critical Thinking, Strategic Thinking, Creative Solutions, Electronics, Computer Assembly, WebEx, Citrix, Internet, High Pressure..., Pay Close Attention to..., Integrity, Employee Loyalty, Help Desk Support, Obedience, Thrifty, Efficent, Survival Training, Cross-Functional Liaison, Software Development, Presentation Development, Personal Financial..., Social Networking, Finance
Education
Auburn University, College of Business 2008 — 2011
Bachelor's of Science In Business Administration, Finance, 3.67
Auburn University 2009 — 2011
Minor, Business Engineering Technology, 4.0
United States Air Force Academy 2007 — 2008
Cadet
Saint James School 2003 — 2007
GED, 3.34
Edwin K. Retter Edwin K. Retter's Raymond James & Associates, Inc Experience 1997 - 2012
Job Founder, Managing Member at Retter Capital Management LLC
Industry Financial Services
Experience
Retter Capital Management LLC February 2013 - Present
Raymond James & Associates, Inc 1997 - 2012
Skills
Investment Management, Technical Analysis, Risk Management, Options Strategies, Financial Planning, Wealth Management
Education
Florida Institute of Technology 1993 — 1998
Bachelor of Science (BS), Aviation Management
Florida Institute of Technology 1993 — 1998
Bachelor of Science (BS), Aviation Management/Flight Tech
Retter Capital Management LLC February 2013 - Present
Raymond James & Associates, Inc 1997 - 2012
Skills
Investment Management, Technical Analysis, Risk Management, Options Strategies, Financial Planning, Wealth Management
Education
Florida Institute of Technology 1993 — 1998
Bachelor of Science (BS), Aviation Management
Florida Institute of Technology 1993 — 1998
Bachelor of Science (BS), Aviation Management/Flight Tech
Bob Hilton Bob Hilton's Raymond James & Associates, Inc Experience 2002 - 2012
Job Managing Director, Senior Vice President, Investments, Mustard Seed Advisors of Raymond James
Industry Financial Services
Experience
Raymond James January 2002 - Present
Raymond James & Associates, Inc 2002 - 2012
Skills
Asset Management
Education
Florida State University 1974 — 1976
Bachelor of Science, Government
Raymond James January 2002 - Present
Raymond James & Associates, Inc 2002 - 2012
Skills
Asset Management
Education
Florida State University 1974 — 1976
Bachelor of Science, Government
Irma Hampton, CRPC®, ADPA® Irma Hampton, CRPC®, ADPA®'s Raymond James & Associates, Inc Experience March 2005 - June 2011
Job Managing Partner, Texas | Wealth Advisor at Atlantic Capital Advisors
Industry Capital Markets
Experience
Atlantic Capital Advisors, LLC August 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - August 2013
Raymond James & Associates, Inc March 2005 - June 2011
UBS October 1999 - March 2005
Everen Securities January 1995 - October 1999
Smith Barney January 1991 - December 1994
Mckinney & Taylor Real Estate January 1973 - May 1985
Skills
Retirement Planning, Asset Allocation, Asset Management, Securities, Insurance, Investment Strategies, Financial Advisory, Banking, Wealth, Financial Planners, CRM, Long-term Care
Education
University of Arkansas at Little Rock 1970 — 1972
English, biology, anthropology
University of Arkansas at Little Rock 1970 — 1972
College for Financial Planning
Accredited Domestic Partnership Advisor ADPA®, Comprehensive Financial Advice to Domestic Partners
College for Financial Planning
Chartered Retirement Planning Counselor CRPC®, Comprehensive Retirement Planning
The American College
Certified Financial Planner CFP®, Comprehensive Financial Planning
Atlantic Capital Advisors, LLC August 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - August 2013
Raymond James & Associates, Inc March 2005 - June 2011
UBS October 1999 - March 2005
Everen Securities January 1995 - October 1999
Smith Barney January 1991 - December 1994
Mckinney & Taylor Real Estate January 1973 - May 1985
Skills
Retirement Planning, Asset Allocation, Asset Management, Securities, Insurance, Investment Strategies, Financial Advisory, Banking, Wealth, Financial Planners, CRM, Long-term Care
Education
University of Arkansas at Little Rock 1970 — 1972
English, biology, anthropology
University of Arkansas at Little Rock 1970 — 1972
College for Financial Planning
Accredited Domestic Partnership Advisor ADPA®, Comprehensive Financial Advice to Domestic Partners
College for Financial Planning
Chartered Retirement Planning Counselor CRPC®, Comprehensive Retirement Planning
The American College
Certified Financial Planner CFP®, Comprehensive Financial Planning
Anthony Agbay, CFP®, AIF® Anthony Agbay, CFP®, AIF®'s Raymond James & Associates, Inc Experience November 2006 - July 2009
Job The Agbay Group, A Wealth Advisory Company
Industry Investment Management
Experience
The Agbay Group, A Wealth Advisory Company July 2009 - Present
Detroit SHRM August 2014 - Present
Raymond James & Associates, Inc November 2006 - July 2009
UBS Wealth Management November 1998 - November 2006
City of Berkley November 1995 - November 1999
Merrill Lynch May 1993 - November 1998
Skills
Retirement Planning, Retirement, Investments, 401k, Securities, Series 7, Portfolio Management, Defined Benefit, Cash Balance, Wealth Management, Fixed Annuities, Alternative Investments, Asset Allocation, Mutual Funds, Investment Strategies, 403 b, Plannning, Investment Advisory, Strategic Financial..., IRAs
Education
Drexel University - College of Business and Administration 1990 — 1993
BS, Finance, Economics and Spanish
Colegio Mayor San Agustin, Madrid, Spain 1992 — 1992
Spanish
Berry College 1988 — 1990
Bishop Foley 1984 — 1988
The Agbay Group, A Wealth Advisory Company July 2009 - Present
Detroit SHRM August 2014 - Present
Raymond James & Associates, Inc November 2006 - July 2009
UBS Wealth Management November 1998 - November 2006
City of Berkley November 1995 - November 1999
Merrill Lynch May 1993 - November 1998
Skills
Retirement Planning, Retirement, Investments, 401k, Securities, Series 7, Portfolio Management, Defined Benefit, Cash Balance, Wealth Management, Fixed Annuities, Alternative Investments, Asset Allocation, Mutual Funds, Investment Strategies, 403 b, Plannning, Investment Advisory, Strategic Financial..., IRAs
Education
Drexel University - College of Business and Administration 1990 — 1993
BS, Finance, Economics and Spanish
Colegio Mayor San Agustin, Madrid, Spain 1992 — 1992
Spanish
Berry College 1988 — 1990
Bishop Foley 1984 — 1988
Jeremy Cornett's Raymond James & Associates, Inc Experience November 2010 - April 2012
Job Configuration Management Engineer
Industry Information Technology and Services
Experience
Venafi, Inc. May 2012 - Present
Raymond James & Associates, Inc November 2010 - April 2012
Raymond James & Associates, Inc June 2010 - October 2010
Eastern Kentucky University August 2007 - June 2010
EZ Care Medical Supplies June 2009 - August 2009
Big Sandy Community and Technical College (BSCTC) August 2006 - May 2007
Skills
Python, Git, Buildbot, Release Management, Continuous Integration, Software Configuration..., Subversion, XML, C#, Visual Studio, Microsoft SQL Server, Java, C++, PHP, Eclipse, MySQL, HTML, T-SQL, Programming, SOA
Education
Eastern Kentucky University 2007 — 2010
Bachelor of Science, Computer Science
Big Sandy Community and Technical College 2006 — 2007
Center for Advanced Technologies - Lakewood High School 1997 — 2001
Venafi, Inc. May 2012 - Present
Raymond James & Associates, Inc November 2010 - April 2012
Raymond James & Associates, Inc June 2010 - October 2010
Eastern Kentucky University August 2007 - June 2010
EZ Care Medical Supplies June 2009 - August 2009
Big Sandy Community and Technical College (BSCTC) August 2006 - May 2007
Skills
Python, Git, Buildbot, Release Management, Continuous Integration, Software Configuration..., Subversion, XML, C#, Visual Studio, Microsoft SQL Server, Java, C++, PHP, Eclipse, MySQL, HTML, T-SQL, Programming, SOA
Education
Eastern Kentucky University 2007 — 2010
Bachelor of Science, Computer Science
Big Sandy Community and Technical College 2006 — 2007
Center for Advanced Technologies - Lakewood High School 1997 — 2001
Victoria Colcombe, CFP, ATP Victoria Colcombe, CFP, ATP's Raymond James & Associates, Inc Experience January 2000 - June 2001
Job Asst. Vice President, Business Analyst Strategy & Analytics Home Lending Division at Bank of America
Industry Information Services
Experience
Bank of America August 2011 - Present
Self Employed - Tax Practice January 1995 - Present
FedEx Ground October 2007 - August 2011
Kuhleman Kollar & Associates CPAs 2007 - 2007
Raymond James & Associates, Inc January 2000 - June 2001
Raymond James & Associates, Inc May 1998 - January 2001
Raymond James 1989 - 1995
Skills
CRM, Management, Strategy, Business Intelligence, Data Analysis, Analysis
Education
College for Financial Planning 1995 — 1996
ATP, Accredited Tax Preparer
University of South Florida 1985 — 1991
Bachelors, Finance
College for Financial Planning 1987 — 1989
CFP, Certified Financial Planner
Bank of America August 2011 - Present
Self Employed - Tax Practice January 1995 - Present
FedEx Ground October 2007 - August 2011
Kuhleman Kollar & Associates CPAs 2007 - 2007
Raymond James & Associates, Inc January 2000 - June 2001
Raymond James & Associates, Inc May 1998 - January 2001
Raymond James 1989 - 1995
Skills
CRM, Management, Strategy, Business Intelligence, Data Analysis, Analysis
Education
College for Financial Planning 1995 — 1996
ATP, Accredited Tax Preparer
University of South Florida 1985 — 1991
Bachelors, Finance
College for Financial Planning 1987 — 1989
CFP, Certified Financial Planner
Melissa Melvin, HCCP, NALP's Raymond James & Associates, Inc Experience May 2011 - Present
Job LIHTC Asset Management
Industry Real Estate
Experience
Raymond James & Associates, Inc May 2011 - Present
Self Employed November 2010 - May 2011
Concord Management January 2010 - October 2010
American Management Services July 2007 - January 2010
Advanced Property Management November 2005 - July 2007
Skills
Investment Properties, Management, Real Estate Transactions, Team Building, Negotiation, Asset Management, Residential Homes, Yardi, Rentals, Lease Administration, Tenant, Due Diligence, Portfolio Management, Construction, Tax Credits, Financial Analysis, Commercial Real Estate, Real Estate Development, Contract Negotiation, Marketing, Investors, Customer Service, Leadership, LIHTC, Budgets, Property, Affordable Housing, Leases, Property Management, Disposition, Real Estate, Investments, Real Estate Economics, Apartments, Brokerage, Corporate Real Estate, HUD, Real Estate Financing
Education
Florida State University 1999 — 2002
BA, Political Science/Communication
Raymond James & Associates, Inc May 2011 - Present
Self Employed November 2010 - May 2011
Concord Management January 2010 - October 2010
American Management Services July 2007 - January 2010
Advanced Property Management November 2005 - July 2007
Skills
Investment Properties, Management, Real Estate Transactions, Team Building, Negotiation, Asset Management, Residential Homes, Yardi, Rentals, Lease Administration, Tenant, Due Diligence, Portfolio Management, Construction, Tax Credits, Financial Analysis, Commercial Real Estate, Real Estate Development, Contract Negotiation, Marketing, Investors, Customer Service, Leadership, LIHTC, Budgets, Property, Affordable Housing, Leases, Property Management, Disposition, Real Estate, Investments, Real Estate Economics, Apartments, Brokerage, Corporate Real Estate, HUD, Real Estate Financing
Education
Florida State University 1999 — 2002
BA, Political Science/Communication
Kristie Holzer Kristie Holzer's Raymond James & Associates, Inc Experience November 2010 - January 2012
Job Human Resources Representative at Numerica Credit Union
Industry Financial Services
Experience
Numerica Credit Union January 2012 - Present
Raymond James & Associates, Inc November 2010 - January 2012
Rosauers Supermarket, Inc. March 2005 - November 2010
Education
Eastern Washington University 2006 — 2011
Bachelor of Business Administration, Human Resource Management
Numerica Credit Union January 2012 - Present
Raymond James & Associates, Inc November 2010 - January 2012
Rosauers Supermarket, Inc. March 2005 - November 2010
Education
Eastern Washington University 2006 — 2011
Bachelor of Business Administration, Human Resource Management
Dale Ayers Dale Ayers's Raymond James & Associates, Inc Experience 1991 - 1993
Job CEO/President at Financial Warehouse Inc.
Industry Financial Services
Experience
eflex Business Solutions August 2011 - Present
Financial Warehouse Inc. January 1999 - Present
MetLife Home Loans January 2009 - July 2010
Raymond James & Associates, Inc 1991 - 1993
Skills
Strategic Financial..., Business Development, Business Planning, Finance, Business Strategy, Banking, Customer Service, Asset Management, Negotiation, Risk Management
Education
Elon University
Bachelor of Arts, Business Management
eflex Business Solutions August 2011 - Present
Financial Warehouse Inc. January 1999 - Present
MetLife Home Loans January 2009 - July 2010
Raymond James & Associates, Inc 1991 - 1993
Skills
Strategic Financial..., Business Development, Business Planning, Finance, Business Strategy, Banking, Customer Service, Asset Management, Negotiation, Risk Management
Education
Elon University
Bachelor of Arts, Business Management
Enrique Acedo's Raymond James & Associates, Inc Experience July 2011 - Present
Job Research Analyst at Eagle Asset Management
Industry Capital Markets
Experience
Eagle Asset Management August 2015 - Present
Raymond James & Associates, Inc July 2011 - Present
BankUnited June 2010 - August 2010
Finconex Servicios S.A. June 2009 - August 2009
Fresh Scentz January 2008 - May 2008
Empresas Polar February 2004 - February 2004
Skills
Financial Modeling, Valuation, Entrepreneurship, Financial Analysis, Economics, Series 7, Series 86, Series 87, Bloomberg, Equity Research, Corporate Finance, Banking, Equities, Capital Markets, Equity Valuation, DCF, Investments, Investment Banking, Market Research, FINRA
Education
Babson College 2007 — 2011
Bachelor of Science in Business Management, Entrepreneurship and Legal Studies
Eagle Asset Management August 2015 - Present
Raymond James & Associates, Inc July 2011 - Present
BankUnited June 2010 - August 2010
Finconex Servicios S.A. June 2009 - August 2009
Fresh Scentz January 2008 - May 2008
Empresas Polar February 2004 - February 2004
Skills
Financial Modeling, Valuation, Entrepreneurship, Financial Analysis, Economics, Series 7, Series 86, Series 87, Bloomberg, Equity Research, Corporate Finance, Banking, Equities, Capital Markets, Equity Valuation, DCF, Investments, Investment Banking, Market Research, FINRA
Education
Babson College 2007 — 2011
Bachelor of Science in Business Management, Entrepreneurship and Legal Studies
LaTara Felix LaTara Felix's Raymond James & Associates, Inc Experience January 2007 - December 2009
Job Ceo/Founder of Hair Elyte
Industry Apparel & Fashion
Experience
Hair Elyte November 2011 - Present
Opinion Access March 2011 - May 2011
Tampa General Hospital April 2010 - March 2011
Raymond James & Associates, Inc January 2007 - December 2009
Education
University of South Florida 2007 — 2010
Marketing, Advertising
Florida Agricultural and Mechanical University 2005 — 2006
Advertising/Public Relation
Hair Elyte November 2011 - Present
Opinion Access March 2011 - May 2011
Tampa General Hospital April 2010 - March 2011
Raymond James & Associates, Inc January 2007 - December 2009
Education
University of South Florida 2007 — 2010
Marketing, Advertising
Florida Agricultural and Mechanical University 2005 — 2006
Advertising/Public Relation
Daniel De Jong, CFP®, AAMS® Daniel De Jong, CFP®, AAMS®'s Raymond James & Associates, Inc Experience March 2008 - Present
Job Senior Vice President, Investments
Industry Financial Services
Experience
Raymond James & Associates, Inc March 2008 - Present
Edward Jones May 1997 - March 2008
Van Kampen Investments 1991 - 1997
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Series 65, Investment Strategies, ETFs, Wealth Management, Retirement Planning, Separately Managed..., Investments, Investment Advisory, Asset Managment, Alternative Investments, Securities
Education
Trinity International University 1991 — 1993
BA, Business Communication
Columbia International University 1979 — 1981
Raymond James & Associates, Inc March 2008 - Present
Edward Jones May 1997 - March 2008
Van Kampen Investments 1991 - 1997
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Series 65, Investment Strategies, ETFs, Wealth Management, Retirement Planning, Separately Managed..., Investments, Investment Advisory, Asset Managment, Alternative Investments, Securities
Education
Trinity International University 1991 — 1993
BA, Business Communication
Columbia International University 1979 — 1981
Thomas Paz Thomas Paz's Raymond James & Associates, Inc Experience September 2003 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc September 2003 - Present
Edward Jones September 1997 - September 2003
Education
CCCHS
Florida State University
BA
Seton Hall University
MA
Raymond James & Associates, Inc September 2003 - Present
Edward Jones September 1997 - September 2003
Education
CCCHS
Florida State University
BA
Seton Hall University
MA
Ray Cleeman Ray Cleeman's Raymond James & Associates, Inc Experience February 2011 - Present
Job at Raymond James & Associates, Inc
Industry Banking
Experience
Raymond James & Associates, Inc February 2011 - Present
The PrinceRidge Group March 2010 - February 2011
SMJ Capital Advisors LLC January 2009 - March 2010
Rodman & Renshaw 2008 - 2008
PDQ Properties Corp 2004 - 2007
OmniSky 2002 - 2003
Donaldson, Lufkin & Jenrette / CSFB 1995 - 2001
RLR Partners 1994 - 1995
Shearman and Sterling 1990 - 1993
Education
New York University - Leonard N. Stern School of Business 1994 — 1995
Master of Business Administration (MBA), Finance, General
Brooklyn Law School
JD, Law
Queens College 1982 — 1986
BA, Economics
Raymond James & Associates, Inc February 2011 - Present
The PrinceRidge Group March 2010 - February 2011
SMJ Capital Advisors LLC January 2009 - March 2010
Rodman & Renshaw 2008 - 2008
PDQ Properties Corp 2004 - 2007
OmniSky 2002 - 2003
Donaldson, Lufkin & Jenrette / CSFB 1995 - 2001
RLR Partners 1994 - 1995
Shearman and Sterling 1990 - 1993
Education
New York University - Leonard N. Stern School of Business 1994 — 1995
Master of Business Administration (MBA), Finance, General
Brooklyn Law School
JD, Law
Queens College 1982 — 1986
BA, Economics
Ernest Kashta Ernest Kashta's Raymond James & Associates, Inc Experience April 2011 - April 2013
Job Actuary Manager, Medical Economics at CareCentrix
Industry Financial Services
Experience
CareCentrix May 2013 - Present
Raymond James & Associates, Inc April 2011 - April 2013
Barclays Capital May 2007 - October 2008
Bank Street Group June 2005 - May 2007
Skills
oBusiness oDeveloping..., Analytical Skills, Corporate Finance, Financial Analysis, Investments, Financial Forecasting, Financial Modeling, Valuation, Mergers, Portfolio Management, Asset Managment, Fixed Income, Bloomberg, Capital Markets, Equities, Derivatives, Financial Reporting, Structured Finance, Analysis, Finance
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
MBA, Finance
University of La Verne 1994 — 1998
B.Sc., Economics
CareCentrix May 2013 - Present
Raymond James & Associates, Inc April 2011 - April 2013
Barclays Capital May 2007 - October 2008
Bank Street Group June 2005 - May 2007
Skills
oBusiness oDeveloping..., Analytical Skills, Corporate Finance, Financial Analysis, Investments, Financial Forecasting, Financial Modeling, Valuation, Mergers, Portfolio Management, Asset Managment, Fixed Income, Bloomberg, Capital Markets, Equities, Derivatives, Financial Reporting, Structured Finance, Analysis, Finance
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
MBA, Finance
University of La Verne 1994 — 1998
B.Sc., Economics
Hope Lewis's Raymond James & Associates, Inc Experience July 2011 - June 2014
Job M&A at Milliken & Company
Industry Textiles
Experience
Milliken & Company March 2015 - Present
Croft & Bender July 2014 - February 2015
Raymond James & Associates, Inc July 2011 - June 2014
Conway, Del Genio, Gries & Co., LLC May 2010 - August 2010
Convergys June 2009 - August 2009
The Wornick Company June 2008 - August 2008
Skills
Corporate Finance, Investment Banking, Accounting, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Investments, Equities, Managerial Finance, Due Diligence, Mergers & Acquisitions, PowerPoint, Mergers, M&A experience, Leadership, IPO, Microsoft Excel, Credit Analysis, Underwriting, Strategic Planning, Debt, Corporate Development, Venture Capital, Microsoft Office, LBO
Education
Clemson University 2009 — 2011
Bachelor of Science, Financial Management (emphasis: Corporate Finance), minor in Accounting
Emory University - Goizueta Business School 2007 — 2009
Business
Indian Hill High School 2003 — 2007
Diploma with Honors
Milliken & Company March 2015 - Present
Croft & Bender July 2014 - February 2015
Raymond James & Associates, Inc July 2011 - June 2014
Conway, Del Genio, Gries & Co., LLC May 2010 - August 2010
Convergys June 2009 - August 2009
The Wornick Company June 2008 - August 2008
Skills
Corporate Finance, Investment Banking, Accounting, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Investments, Equities, Managerial Finance, Due Diligence, Mergers & Acquisitions, PowerPoint, Mergers, M&A experience, Leadership, IPO, Microsoft Excel, Credit Analysis, Underwriting, Strategic Planning, Debt, Corporate Development, Venture Capital, Microsoft Office, LBO
Education
Clemson University 2009 — 2011
Bachelor of Science, Financial Management (emphasis: Corporate Finance), minor in Accounting
Emory University - Goizueta Business School 2007 — 2009
Business
Indian Hill High School 2003 — 2007
Diploma with Honors
Carlos Ordoqui, CPA Carlos Ordoqui, CPA's Raymond James & Associates, Inc Experience August 2007 - May 2008
Job SEC Reporting Senior Analyst at Toyota Financial Services & UCLA MBA Candidate
Industry Accounting
Experience
Toyota Financial Services October 2014 - Present
PricewaterhouseCoopers September 2010 - September 2014
Raymond James & Associates, Inc August 2007 - May 2008
Education
University of California, Los Angeles 2014 — 2017
Master of Business Administration (M.B.A.)
Florida International University - College of Business Administration 2009 — 2010
Master's, Taxation
Florida International University 2006 — 2009
Bachelor's, Accounting
Toyota Financial Services October 2014 - Present
PricewaterhouseCoopers September 2010 - September 2014
Raymond James & Associates, Inc August 2007 - May 2008
Education
University of California, Los Angeles 2014 — 2017
Master of Business Administration (M.B.A.)
Florida International University - College of Business Administration 2009 — 2010
Master's, Taxation
Florida International University 2006 — 2009
Bachelor's, Accounting
Cindy Park Cindy Park's Raymond James & Associates, Inc Experience July 2011 - March 2012
Job Associate at Three Ocean Partners LLC
Industry Financial Services
Experience
Three Ocean Partners LLC August 2013 - Present
Deutsche Bank April 2012 - May 2013
Raymond James & Associates, Inc July 2011 - March 2012
BlackRock June 2010 - August 2010
Skills
Equity Research, Sell Side, Stocks, Fundamental Research, Factset, Industry Research, Financial Modeling, Valuation, DCF, LBO, Investment Banking, Equity Valuation, Capital IQ
Education
Emory University - Goizueta Business School 2007 — 2011
BBA, Finance
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2009
Study Abroad
Three Ocean Partners LLC August 2013 - Present
Deutsche Bank April 2012 - May 2013
Raymond James & Associates, Inc July 2011 - March 2012
BlackRock June 2010 - August 2010
Skills
Equity Research, Sell Side, Stocks, Fundamental Research, Factset, Industry Research, Financial Modeling, Valuation, DCF, LBO, Investment Banking, Equity Valuation, Capital IQ
Education
Emory University - Goizueta Business School 2007 — 2011
BBA, Finance
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2009
Study Abroad
Chris Grosser's Raymond James & Associates, Inc Experience December 2010 - December 2011
Job Marketing & Online Inventory Manager at Naples Luxury Imports
Industry Automotive
Experience
Naples Luxury Imports October 2012 - Present
Chris Grosser Photography October 2007 - Present
Southcreek Global Media September 2009 - March 2012
Bayview Public Relations October 2011 - January 2012
Raymond James & Associates, Inc December 2010 - December 2011
University of South Florida Athletics July 2008 - December 2011
duPont REGISTRY November 2010 - June 2011
Skills
Social Media Marketing, Marketing, Advertising, Social Media, Photography, Public Relations, Entrepreneurship, Online Marketing, CRM, Sales, Email Marketing, Automotive, Competitive Analysis, Multimedia, Brand Development, Management, Leadership, Business Development, Customer Service, SEO, Inventory Management, Online Advertising
Education
University of South Florida - College of Business Administration 2008 — 2011
BS, Marketing
Edison Community College 2006 — 2008
Associate of Arts
Naples Luxury Imports October 2012 - Present
Chris Grosser Photography October 2007 - Present
Southcreek Global Media September 2009 - March 2012
Bayview Public Relations October 2011 - January 2012
Raymond James & Associates, Inc December 2010 - December 2011
University of South Florida Athletics July 2008 - December 2011
duPont REGISTRY November 2010 - June 2011
Skills
Social Media Marketing, Marketing, Advertising, Social Media, Photography, Public Relations, Entrepreneurship, Online Marketing, CRM, Sales, Email Marketing, Automotive, Competitive Analysis, Multimedia, Brand Development, Management, Leadership, Business Development, Customer Service, SEO, Inventory Management, Online Advertising
Education
University of South Florida - College of Business Administration 2008 — 2011
BS, Marketing
Edison Community College 2006 — 2008
Associate of Arts
Anthony Giannobile's Raymond James & Associates, Inc Experience June 2011 - August 2011
Job Associate at Bunker Hill Capital
Industry Banking
Experience
Bunker Hill Capital October 2015 - Present
Raymond James Financial Inc. July 2012 - July 2015
Raymond James & Associates, Inc June 2011 - August 2011
Damco June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Corporate Finance, Equities, Investments, Fixed Income, Bloomberg Terminal, Portfolio Management, Finance, Series 63
Education
Boston College 2008 — 2012
BS, Finance and Accounting
Saint Peter Preparatory School JC 2004 — 2008
Bunker Hill Capital October 2015 - Present
Raymond James Financial Inc. July 2012 - July 2015
Raymond James & Associates, Inc June 2011 - August 2011
Damco June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Corporate Finance, Equities, Investments, Fixed Income, Bloomberg Terminal, Portfolio Management, Finance, Series 63
Education
Boston College 2008 — 2012
BS, Finance and Accounting
Saint Peter Preparatory School JC 2004 — 2008
Jason Layman's Raymond James & Associates, Inc Experience May 2009 - April 2013
Job Network Support Administrator at AMIkids
Industry Graphic Design
Experience
AMIkids June 2014 - Present
Wait, What? ART January 2005 - Present
Media General - CENTRO Tampa - The Tampa Tribune - FCG Communications July 2013 - June 2014
Raymond James & Associates, Inc May 2009 - April 2013
Sunbelt Software January 2007 - May 2009
Simutronics Corp. January 2004 - January 2008
Skills
iboss Network Security, Active Directory, Windows Server, Cloud Computing, Hyper-V, VMware, RSA SecurID, Watchguard, Polycom Video..., Security, MobileIron, Spiceworks, CA Service Desk, LANDesk, Bomgar, Citrix, Mobile Applications, Illustrator, Windows, Mac, iPhone, Photoshop, Troubleshooting, Adobe Creative Suite, Maya, Illustration, Graphic Design, Corel Painter, Corona SDK, Adobe Acrobat, Visual Basic, Animation, Painting, Digital Illustration, Storyboarding, Networking, SharePoint, Vector Illustration, Microsoft Office, Outlook, VBScript, Service Desk, Art, Databases, Scripting, Computer Hardware, HTML 5, CSS, Technical Support, Help Desk Support
Education
Westwood College of Technology 2006 — 2008
BS Degree, Computer Network Management
Full Sail Real World Education 2001 — 2002
AS Degree, Computer Animation
St. Petersburg College 1998 — 2000
AA Degree, Fine Arts
AMIkids June 2014 - Present
Wait, What? ART January 2005 - Present
Media General - CENTRO Tampa - The Tampa Tribune - FCG Communications July 2013 - June 2014
Raymond James & Associates, Inc May 2009 - April 2013
Sunbelt Software January 2007 - May 2009
Simutronics Corp. January 2004 - January 2008
Skills
iboss Network Security, Active Directory, Windows Server, Cloud Computing, Hyper-V, VMware, RSA SecurID, Watchguard, Polycom Video..., Security, MobileIron, Spiceworks, CA Service Desk, LANDesk, Bomgar, Citrix, Mobile Applications, Illustrator, Windows, Mac, iPhone, Photoshop, Troubleshooting, Adobe Creative Suite, Maya, Illustration, Graphic Design, Corel Painter, Corona SDK, Adobe Acrobat, Visual Basic, Animation, Painting, Digital Illustration, Storyboarding, Networking, SharePoint, Vector Illustration, Microsoft Office, Outlook, VBScript, Service Desk, Art, Databases, Scripting, Computer Hardware, HTML 5, CSS, Technical Support, Help Desk Support
Education
Westwood College of Technology 2006 — 2008
BS Degree, Computer Network Management
Full Sail Real World Education 2001 — 2002
AS Degree, Computer Animation
St. Petersburg College 1998 — 2000
AA Degree, Fine Arts
Juan Pablo García Juan Pablo García's Raymond James & Associates, Inc Experience June 2011 - November 2013
Job Associate at Monomoy Capital Partners
Industry Venture Capital & Private Equity
Experience
Monomoy Capital Partners September 2014 - Present
Barclays November 2013 - October 2014
Raymond James & Associates, Inc June 2011 - November 2013
InterBolsa June 2010 - August 2010
Banco de Occidente June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Capital Markets, Research, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Bloomberg, Investments, Private Equity, Emerging Markets, Equities, Fixed Income, Equity Research
Education
Eckerd College 2007 — 2011
Bachelor of Arts, Economics, Management
Monomoy Capital Partners September 2014 - Present
Barclays November 2013 - October 2014
Raymond James & Associates, Inc June 2011 - November 2013
InterBolsa June 2010 - August 2010
Banco de Occidente June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Capital Markets, Research, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Bloomberg, Investments, Private Equity, Emerging Markets, Equities, Fixed Income, Equity Research
Education
Eckerd College 2007 — 2011
Bachelor of Arts, Economics, Management
BARY ECK BARY ECK's Raymond James & Associates, Inc Experience August 2012 - Present
Job Financial Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. August 2012 - Present
Raymond James & Associates, Inc June 2006 - August 2012
Skills
Leases, Financial Analysis, Budgets
Education
Eckerd College 2009 — 2012
Bachelor of Arts (B.A.), Business Management and Finance, 3.87
Raymond James & Associates, Inc. August 2012 - Present
Raymond James & Associates, Inc June 2006 - August 2012
Skills
Leases, Financial Analysis, Budgets
Education
Eckerd College 2009 — 2012
Bachelor of Arts (B.A.), Business Management and Finance, 3.87
Rebecca A. Wilson, PMP Rebecca A. Wilson, PMP's Raymond James & Associates, Inc Experience July 2011 - January 2014
Job Project Manager PCG Compliance at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2014 - Present
Raymond James & Associates, Inc July 2011 - January 2014
State of Florida December 2010 - July 2011
Medical Education Technologies, Inc August 2006 - May 2010
Medical Education Technologies Incorporated August 2006 - September 2008
Sarasota County Government, Environmental Services January 2006 - July 2006
Miles Media Group October 2002 - March 2005
CMO Distribution Centers of America, LLC September 2001 - October 2002
Skills
Project Management, Process Improvement, PMP, Software Documentation, Program Management, Data Analysis, New Business Development, Vendor Management, Leadership, Change Management, Teamwork, Visio, Risk Management, Public Speaking, Time Management, Strategic Planning, Team Leadership, Requirements Gathering, Microsoft Office, Cross-functional Team..., Strategy, PMO, Coaching, Operations Management, Customer Service, SDLC, Business Process..., Account Management, Business Process, Requirements Analysis, Continuous Improvement, Financial Analysis, Training, Testing, MS Project, Business Analysis, Management, Analysis, Microsoft Excel, Research, Lean Manufacturing, Stakeholder Management, Database Administration, Healthcare Information..., Budgets, PowerPoint, Quality Management, Integration, Project Planning, Team Building
Education
Boston University - Metropolitan College 2015 — 2017
Master’s Degree, Project Management
University of South Florida 2009 — 2011
Bachelor of Science (B.S.), Business Management, 3.75
Boston University 2008 — 2009
Professional Certificate, Project Management Certification
State College of Florida-Manatee-Sarasota 1998 — 2000
AA, English Education
Raymond James Financial Inc. January 2014 - Present
Raymond James & Associates, Inc July 2011 - January 2014
State of Florida December 2010 - July 2011
Medical Education Technologies, Inc August 2006 - May 2010
Medical Education Technologies Incorporated August 2006 - September 2008
Sarasota County Government, Environmental Services January 2006 - July 2006
Miles Media Group October 2002 - March 2005
CMO Distribution Centers of America, LLC September 2001 - October 2002
Skills
Project Management, Process Improvement, PMP, Software Documentation, Program Management, Data Analysis, New Business Development, Vendor Management, Leadership, Change Management, Teamwork, Visio, Risk Management, Public Speaking, Time Management, Strategic Planning, Team Leadership, Requirements Gathering, Microsoft Office, Cross-functional Team..., Strategy, PMO, Coaching, Operations Management, Customer Service, SDLC, Business Process..., Account Management, Business Process, Requirements Analysis, Continuous Improvement, Financial Analysis, Training, Testing, MS Project, Business Analysis, Management, Analysis, Microsoft Excel, Research, Lean Manufacturing, Stakeholder Management, Database Administration, Healthcare Information..., Budgets, PowerPoint, Quality Management, Integration, Project Planning, Team Building
Education
Boston University - Metropolitan College 2015 — 2017
Master’s Degree, Project Management
University of South Florida 2009 — 2011
Bachelor of Science (B.S.), Business Management, 3.75
Boston University 2008 — 2009
Professional Certificate, Project Management Certification
State College of Florida-Manatee-Sarasota 1998 — 2000
AA, English Education
David Berman, CFP®, M.B.A. David Berman, CFP®, M.B.A.'s Raymond James & Associates, Inc Experience February 2002 - October 2006
Job Senior Consultant/Agent/Director of P&C at Professional Insurance Systems of Florida
Industry Financial Services
Experience
Professional Insurance Systems of Florida September 2012 - Present
DevConnections / Penton Media September 2012 - Present
UnitedHealthcare September 2012 - September 2013
Jackson Wealth Management, LLC October 2011 - June 2012
Morgan Stanley Smith Barney 2008 - 2011
Wachovia Securities, LLC. 2006 - 2008
Raymond James & Associates, Inc February 2002 - October 2006
T. Rowe Price & Associates, Inc January 1998 - January 2002
Skills
Strategic Financial..., Investments, Portfolio Management, Asset Allocation, Financial Planners, Asset Managment, Estate Planning, Wealth, Financial Services, Fixed Annuities, Finance, Insurance, Wealth Management, Mutual Funds, Personal Finance, Retirement, Securities, Retirement Planning, Asset Management, Financial Planning
Education
University of Tampa - MBA 2005 — 2007
M.B.A., Finance
Florida State University 1995 — 1997
B.A, Major in English and Minor in Spanish
University of Florida 1992 — 1995
A.A., Liberal Arts and Sciences
Professional Insurance Systems of Florida September 2012 - Present
DevConnections / Penton Media September 2012 - Present
UnitedHealthcare September 2012 - September 2013
Jackson Wealth Management, LLC October 2011 - June 2012
Morgan Stanley Smith Barney 2008 - 2011
Wachovia Securities, LLC. 2006 - 2008
Raymond James & Associates, Inc February 2002 - October 2006
T. Rowe Price & Associates, Inc January 1998 - January 2002
Skills
Strategic Financial..., Investments, Portfolio Management, Asset Allocation, Financial Planners, Asset Managment, Estate Planning, Wealth, Financial Services, Fixed Annuities, Finance, Insurance, Wealth Management, Mutual Funds, Personal Finance, Retirement, Securities, Retirement Planning, Asset Management, Financial Planning
Education
University of Tampa - MBA 2005 — 2007
M.B.A., Finance
Florida State University 1995 — 1997
B.A, Major in English and Minor in Spanish
University of Florida 1992 — 1995
A.A., Liberal Arts and Sciences
Heather Church, CDFA™, CFP®'s Raymond James & Associates, Inc Experience November 2010 - December 2012
Job Divorce Financial Analyst & Branch Operations Manager
Industry Investment Management
Experience
LPL Financial December 2012 - Present
Raymond James & Associates, Inc November 2010 - December 2012
BBVA Compass Investment Solutions January 2009 - October 2010
BBVA Compass June 2004 - January 2009
Commercial Federal Bank March 2001 - May 2004
Skills
Strategic Financial..., Certified Divorce..., Portfolio Management, Estate Planning, Retirement Planning, Finance, Investment Advisory, Mutual Funds, Insurance, Investments, Financial Advisory, Investment Strategies, Banking, Mortgage Lending, Fixed and Variable..., Series 7
Education
Creighton University 1996 — 2000
Bachelor of Arts, Organizational Communication, Political Science, Business
LPL Financial December 2012 - Present
Raymond James & Associates, Inc November 2010 - December 2012
BBVA Compass Investment Solutions January 2009 - October 2010
BBVA Compass June 2004 - January 2009
Commercial Federal Bank March 2001 - May 2004
Skills
Strategic Financial..., Certified Divorce..., Portfolio Management, Estate Planning, Retirement Planning, Finance, Investment Advisory, Mutual Funds, Insurance, Investments, Financial Advisory, Investment Strategies, Banking, Mortgage Lending, Fixed and Variable..., Series 7
Education
Creighton University 1996 — 2000
Bachelor of Arts, Organizational Communication, Political Science, Business
Matt Buikema Matt Buikema's Raymond James & Associates, Inc Experience January 2000 - Present
Job Senior Vice President, Investments, Branch Manager,
Industry Financial Services
Experience
Raymond James & Associates, Inc January 2000 - Present
Skills
Investments, Asset Management, Finance, Leadership, Securities, Financial Services, Series 7, Wealth Management, Asset Managment, Mutual Funds, Financial Advisory, Budgets, Customer Service, Financial Analysis, Strategic Planning, Team Building, Marketing, Marketing Strategy, Event Planning
Education
Central Michigan University 1978 — 1980
Bachelor of Science (BS), Secondary Education and Teaching
Central Michigan University 1977 — 1979
Bachelor in Education, Secondary Education and Teaching
Raymond James & Associates, Inc January 2000 - Present
Skills
Investments, Asset Management, Finance, Leadership, Securities, Financial Services, Series 7, Wealth Management, Asset Managment, Mutual Funds, Financial Advisory, Budgets, Customer Service, Financial Analysis, Strategic Planning, Team Building, Marketing, Marketing Strategy, Event Planning
Education
Central Michigan University 1978 — 1980
Bachelor of Science (BS), Secondary Education and Teaching
Central Michigan University 1977 — 1979
Bachelor in Education, Secondary Education and Teaching
Jennifer Bavolek Martin Jennifer Bavolek Martin's Raymond James & Associates, Inc Experience June 2005 - October 2007
Job Recruiting Coordinator at Spencer Stuart
Industry Staffing and Recruiting
Experience
Spencer Stuart November 2007 - Present
Raymond James & Associates, Inc June 2005 - October 2007
Legg Mason June 2000 - June 2005
First Union Securities June 1995 - June 2000
Equity Office Properties August 1993 - June 1995
Wight & Company May 1991 - August 1993
Skills
Recruiting, Executive Search, Applicant Tracking..., Talent Acquisition
Education
Augustana University (SD) 1987 — 1991
B.A., Business Administration
Spencer Stuart November 2007 - Present
Raymond James & Associates, Inc June 2005 - October 2007
Legg Mason June 2000 - June 2005
First Union Securities June 1995 - June 2000
Equity Office Properties August 1993 - June 1995
Wight & Company May 1991 - August 1993
Skills
Recruiting, Executive Search, Applicant Tracking..., Talent Acquisition
Education
Augustana University (SD) 1987 — 1991
B.A., Business Administration
David H Widell Jr.'s Raymond James & Associates, Inc Experience March 2011 - August 2012
Job Tax Sensitive Retirement Income Advisor
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2014 - Present
Raymond James & Associates, Inc March 2011 - August 2012
Morgan Stanley Smith Barney October 2005 - February 2011
Clear Channel Radio January 2002 - September 2005
Dallas Cowboys, Denver Broncos, Jacksonville Jaguars and NFC Champion Atlanta Falcons April 1988 - February 1999
IBM May 1984 - August 1987
Skills
Investments, Wealth Management, Securities, Sales, Financial Advisory, Strategic Financial..., Insurance, Financial Analysis, Mutual Funds, Equities, Retirement Planning, Asset Managment, Portfolio Management, Budget, Due Diligence
Education
Boston College 1983 — 1987
B.S., Finance
Boston College - Wallace E. Carroll Graduate School of Management 1983 — 1987
B.S., Finance, Accounting
Cetera Advisor Networks LLC January 2014 - Present
Raymond James & Associates, Inc March 2011 - August 2012
Morgan Stanley Smith Barney October 2005 - February 2011
Clear Channel Radio January 2002 - September 2005
Dallas Cowboys, Denver Broncos, Jacksonville Jaguars and NFC Champion Atlanta Falcons April 1988 - February 1999
IBM May 1984 - August 1987
Skills
Investments, Wealth Management, Securities, Sales, Financial Advisory, Strategic Financial..., Insurance, Financial Analysis, Mutual Funds, Equities, Retirement Planning, Asset Managment, Portfolio Management, Budget, Due Diligence
Education
Boston College 1983 — 1987
B.S., Finance
Boston College - Wallace E. Carroll Graduate School of Management 1983 — 1987
B.S., Finance, Accounting
Mark Herman's Raymond James & Associates, Inc Experience January 2001 - July 2005
Job Account Manager at iMPact Business Group
Industry Staffing and Recruiting
Experience
iMPact Business Group February 2015 - Present
Independent Consulting May 2014 - February 2015
Mission Search July 2012 - May 2014
Lumea Staffing November 2011 - July 2012
Lumea Staffing July 2005 - November 2011
Raymond James & Associates, Inc January 2001 - July 2005
Skills
Recruiting, Training, Sales Management, Talent Acquisition, Applicant Tracking..., Temporary Staffing, Temporary Placement, Executive Search, Employee Relations, Permanent Placement, Sourcing, Staffing Services, Human Resources, Technical Recruiting, Internet Recruiting, Leadership, Healthcare, Management, Networking, Hiring, Contract Recruitment, Business Development, Cold Calling, College Recruiting, Interviews, Onboarding, Screening Resumes, Benefits Negotiation, Screening, Job Fairs, Resume Writing, New Hire Orientations, Career Development, Talent Management, Workforce Planning, Taleo, Interview Preparation, Candidate Generation, Recruitment Advertising, Job Coaching, Employee Training, Employer Branding, Behavioral Interviewing, HRIS, Performance Management, Job Descriptions, HR Consulting, Staff Augmentation, Career Counseling
Education
Florida State University 1996 — 1999
Countryside High
Countryside High
iMPact Business Group February 2015 - Present
Independent Consulting May 2014 - February 2015
Mission Search July 2012 - May 2014
Lumea Staffing November 2011 - July 2012
Lumea Staffing July 2005 - November 2011
Raymond James & Associates, Inc January 2001 - July 2005
Skills
Recruiting, Training, Sales Management, Talent Acquisition, Applicant Tracking..., Temporary Staffing, Temporary Placement, Executive Search, Employee Relations, Permanent Placement, Sourcing, Staffing Services, Human Resources, Technical Recruiting, Internet Recruiting, Leadership, Healthcare, Management, Networking, Hiring, Contract Recruitment, Business Development, Cold Calling, College Recruiting, Interviews, Onboarding, Screening Resumes, Benefits Negotiation, Screening, Job Fairs, Resume Writing, New Hire Orientations, Career Development, Talent Management, Workforce Planning, Taleo, Interview Preparation, Candidate Generation, Recruitment Advertising, Job Coaching, Employee Training, Employer Branding, Behavioral Interviewing, HRIS, Performance Management, Job Descriptions, HR Consulting, Staff Augmentation, Career Counseling
Education
Florida State University 1996 — 1999
Countryside High
Countryside High
Kathryn Tokarska, Esq. Kathryn Tokarska, Esq.'s Raymond James & Associates, Inc Experience July 1996 - June 1998
Job Bankruptcy Attorney at Tokarska Law Center
Industry Law Practice
Experience
Tokarska Law Center January 2008 - Present
NACBA 2008 - 2015
San Diego Volunteer Lawyer Program June 2006 - 2008
Law Offices of the Public Defender June 2007 - November 2007
Superior Planning, Inc. 2000 - 2001
AEGON June 1998 - January 2000
Raymond James & Associates, Inc July 1996 - June 1998
Raymond James & Associates, Inc 1994 - 1996
Skills
chapter 7, chapter 13, Dreamweaver, Bankruptcy, Litigation, Legal Assistance, Courts, Legal Research, Civil Litigation, Commercial Litigation, Legal Writing, Mediation, Criminal Law, Corporate Law, Real Estate, Chapter 13 Bankruptcy, Chapter 7, Legal Issues, Criminal Defense, Hearings, Appeals, Westlaw, Consumer Law, Immigration Law, Lexis, Trials
Education
Thomas Jefferson School of Law 2009 — 2011
L.L.M, Bankruptcy & Finance
California Western School of Law 2002 — 2005
J.D., Law
Eckerd College 1996 — 2000
B.A., Business Administration
Tokarska Law Center January 2008 - Present
NACBA 2008 - 2015
San Diego Volunteer Lawyer Program June 2006 - 2008
Law Offices of the Public Defender June 2007 - November 2007
Superior Planning, Inc. 2000 - 2001
AEGON June 1998 - January 2000
Raymond James & Associates, Inc July 1996 - June 1998
Raymond James & Associates, Inc 1994 - 1996
Skills
chapter 7, chapter 13, Dreamweaver, Bankruptcy, Litigation, Legal Assistance, Courts, Legal Research, Civil Litigation, Commercial Litigation, Legal Writing, Mediation, Criminal Law, Corporate Law, Real Estate, Chapter 13 Bankruptcy, Chapter 7, Legal Issues, Criminal Defense, Hearings, Appeals, Westlaw, Consumer Law, Immigration Law, Lexis, Trials
Education
Thomas Jefferson School of Law 2009 — 2011
L.L.M, Bankruptcy & Finance
California Western School of Law 2002 — 2005
J.D., Law
Eckerd College 1996 — 2000
B.A., Business Administration
Jared Lagemann Jared Lagemann's Raymond James & Associates, Inc Experience January 1996 - January 2000
Job Principal at Park City Summit Fund LLC
Industry Real Estate
Experience
Park City Summit Fund LLC August 2012 - Present
CalCon Mutual Mortgage July 2011 - May 2012
Raymond James January 1996 - January 2000
Raymond James & Associates, Inc January 1996 - January 2000
Skills
First Time Home Buyers, Real Estate, Credit, Short Sales, FHA, Mortgage Lending, Sales, Loans, REO, Leadership, FHA financing, Government Loans, Portfolio Management, Investments, Trading, Financial Markets
Education
Eckerd College 1984 — 1989
BA, Business Administration
Park City Summit Fund LLC August 2012 - Present
CalCon Mutual Mortgage July 2011 - May 2012
Raymond James January 1996 - January 2000
Raymond James & Associates, Inc January 1996 - January 2000
Skills
First Time Home Buyers, Real Estate, Credit, Short Sales, FHA, Mortgage Lending, Sales, Loans, REO, Leadership, FHA financing, Government Loans, Portfolio Management, Investments, Trading, Financial Markets
Education
Eckerd College 1984 — 1989
BA, Business Administration
Adam Goodman's Raymond James & Associates, Inc Experience January 2011 - May 2014
Job Director, Business Technology Services at Air Culinaire Worldwide
Industry Information Technology and Services
Experience
Air Culinaire Worldwide July 2015 - Present
Air Culinaire Worldwide June 2014 - June 2015
Raymond James & Associates, Inc January 2011 - May 2014
PricewaterhouseCoopers October 2005 - December 2010
GunnAllen Financial September 2003 - October 2005
Skills
Process Improvement, Software Documentation, IT Management, Leadership, ITIL, Technical Support, Security, Management, Troubleshooting, Project Management, Customer Service, Business Process, Technical Writing, IT Strategy, IT Operations, Team Building, Training, Visio, SharePoint, Knowledge Management, Analysis, Testing, SDLC, Access, Information Technology, Project Coordination, Technical Training, Business Analysis, Active Directory, Employee Training, Quality Assurance, System Administration, Malware Analysis, Coaching Staff, Mentoring Of Staff, Performance Metrics, Business Management, Training & Development, Desktop Support, People Management, VMware Infrastructure, Software Deployment, Business Requirements
Education
Florida State University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration
University of South Florida 2002 — 2008
Bachelor's Degree, Management Information Systems
Fayetteville State University 1992 — 1995
Bachelor's Degree, Political Science/Psychology
Air Culinaire Worldwide July 2015 - Present
Air Culinaire Worldwide June 2014 - June 2015
Raymond James & Associates, Inc January 2011 - May 2014
PricewaterhouseCoopers October 2005 - December 2010
GunnAllen Financial September 2003 - October 2005
Skills
Process Improvement, Software Documentation, IT Management, Leadership, ITIL, Technical Support, Security, Management, Troubleshooting, Project Management, Customer Service, Business Process, Technical Writing, IT Strategy, IT Operations, Team Building, Training, Visio, SharePoint, Knowledge Management, Analysis, Testing, SDLC, Access, Information Technology, Project Coordination, Technical Training, Business Analysis, Active Directory, Employee Training, Quality Assurance, System Administration, Malware Analysis, Coaching Staff, Mentoring Of Staff, Performance Metrics, Business Management, Training & Development, Desktop Support, People Management, VMware Infrastructure, Software Deployment, Business Requirements
Education
Florida State University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration
University of South Florida 2002 — 2008
Bachelor's Degree, Management Information Systems
Fayetteville State University 1992 — 1995
Bachelor's Degree, Political Science/Psychology
Michael Rich, CFA's Raymond James & Associates, Inc Experience September 2010 - Present
Job Sr. Equity Research Associate at Raymond James & Associates, Inc
Industry Capital Markets
Experience
Raymond James & Associates, Inc September 2010 - Present
Thomson Reuters October 2006 - November 2010
Skills
Financial Markets, Equities, Financial Modeling, Market Data, Financial Services, Equity Research, Capital Markets
Education
Boston University Questrom School of Business 2002 — 2006
BS, Finance, Marketing
Raymond James & Associates, Inc September 2010 - Present
Thomson Reuters October 2006 - November 2010
Skills
Financial Markets, Equities, Financial Modeling, Market Data, Financial Services, Equity Research, Capital Markets
Education
Boston University Questrom School of Business 2002 — 2006
BS, Finance, Marketing
Mary Turnbull Mary Turnbull's Raymond James & Associates, Inc Experience July 2008 - Present
Job Senior Vice President, Corporate Access
Industry Financial Services
Experience
Raymond James & Associates, Inc July 2008 - Present
Raymond James & Associates, Inc 2007 - 2008
Raymond James & Associates, Inc 2005 - 2006
HEART Equine Ambulance 2002 - 2005
Viatel 2001 - 2002
Salomon Smith Barney 2000 - 2000
Deutsche Bank May 1997 - 1999
Singer Asset Finance February 1996 - December 1996
Lehman Brothers January 1994 - October 1995
Lehman Brothers January 1992 - December 1993
Skills
Investor Relations, Finance, Equity Research, Securities, Series 7, Asset Management, Credit, Equities, Relationship Management, Management, Fixed Income, Investments, Financial Modeling, Hedge Funds, Financial Analysis, Emerging Markets, Private Equity, Product Management, Marketing, Trading, Bloomberg, Portfolio Management, Derivatives, Wealth Management, Financial Advisory, Financial Markets, Series 63, Financial Services, Valuation, Capital Markets, Alternative Investments, Mutual Funds, Investment Banking, Corporate Finance
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Mount Holyoke College 1980 — 1984
Bachelor of Arts, Economics
Raymond James & Associates, Inc July 2008 - Present
Raymond James & Associates, Inc 2007 - 2008
Raymond James & Associates, Inc 2005 - 2006
HEART Equine Ambulance 2002 - 2005
Viatel 2001 - 2002
Salomon Smith Barney 2000 - 2000
Deutsche Bank May 1997 - 1999
Singer Asset Finance February 1996 - December 1996
Lehman Brothers January 1994 - October 1995
Lehman Brothers January 1992 - December 1993
Skills
Investor Relations, Finance, Equity Research, Securities, Series 7, Asset Management, Credit, Equities, Relationship Management, Management, Fixed Income, Investments, Financial Modeling, Hedge Funds, Financial Analysis, Emerging Markets, Private Equity, Product Management, Marketing, Trading, Bloomberg, Portfolio Management, Derivatives, Wealth Management, Financial Advisory, Financial Markets, Series 63, Financial Services, Valuation, Capital Markets, Alternative Investments, Mutual Funds, Investment Banking, Corporate Finance
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Mount Holyoke College 1980 — 1984
Bachelor of Arts, Economics
Steve Roy's Raymond James & Associates, Inc Experience January 2008 - November 2012
Job Senior Trader
Industry Financial Services
Experience
Citadel LLC January 2013 - January 2015
Raymond James & Associates, Inc January 2008 - November 2012
E*Trade Capital Markets 2001 - 2008
Skills
Equity Trading, Financial Markets, FX Options, Options, Series 7, Electronic Trading, Investments, Trading, Equities, Securities, Alternative Investments, Series 63, Bloomberg, Customer Service, Trading Systems, Derivatives, Capital Markets, Hedge Funds, Fixed Income, Asset Management, Microsoft Excel, Risk Management, Proprietary Trading
Education
Anna Maria College 1982 — 1986
BS, business/computer science
Citadel LLC January 2013 - January 2015
Raymond James & Associates, Inc January 2008 - November 2012
E*Trade Capital Markets 2001 - 2008
Skills
Equity Trading, Financial Markets, FX Options, Options, Series 7, Electronic Trading, Investments, Trading, Equities, Securities, Alternative Investments, Series 63, Bloomberg, Customer Service, Trading Systems, Derivatives, Capital Markets, Hedge Funds, Fixed Income, Asset Management, Microsoft Excel, Risk Management, Proprietary Trading
Education
Anna Maria College 1982 — 1986
BS, business/computer science
Leslie Dentinger Leslie Dentinger's Raymond James & Associates, Inc Experience January 2011 - July 2012
Job Process Improvement Consultant at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. May 2012 - December 2014
Raymond James & Associates, Inc January 2011 - July 2012
Skills
Business Process..., Process Analysis
Education
University of Florida 2009 — 2010
MA, International Business
University of Florida - Warrington College of Business Administration 2005 — 2009
BS, Finance, Minor- Spanish
ESADE Business & Law School
Masters Exchange, International Business, Marketing, Management
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. May 2012 - December 2014
Raymond James & Associates, Inc January 2011 - July 2012
Skills
Business Process..., Process Analysis
Education
University of Florida 2009 — 2010
MA, International Business
University of Florida - Warrington College of Business Administration 2005 — 2009
BS, Finance, Minor- Spanish
ESADE Business & Law School
Masters Exchange, International Business, Marketing, Management
Daniel Shawl, J.D., B.B.A.'s Raymond James & Associates, Inc Experience March 2004 - July 2006
Job
Industry Law Practice
Experience
The Law Office of Daniel A. Shawl February 2014 - Present
Homeland & National Security Law Review May 2013 - Present
JK Winters PC September 2014 - September 2015
The Law Offices of Steven W. Dulan August 2013 - September 2014
Military Veterans Law Student Association August 2012 - August 2013
Homeland & National Security Law Review November 2012 - May 2013
Thomas M. Cooley Law School September 2010 - May 2013
The Law Offices of Steven W. Dulan, PLC September 2012 - December 2012
CVS Caremark Corporation March 2006 - July 2010
Raymond James & Associates, Inc March 2004 - July 2006
Skills
Legal Writing, Legal Research, Constitutional Law, Legislative Research, Legislative Policy, Westlaw, Criminal Law, Public Speaking, Microsoft Office, Civil Litigation, Lexis, Litigation, Courts, Research, Community Outreach, PowerPoint, Commercial Litigation, Corporate Law, Politics, Microsoft Word, Government, Editing, Administrative Law, Trials, Leadership, Public Policy, Legal Issues, Policy, Policy Analysis, Legal Assistance, Document Review
Education
Thomas M. Cooley Law School 2010 — 2013
Doctor of Law (J.D.)
Eastern Michigan University 1998 — 2002
B.A., Business
The Law Office of Daniel A. Shawl February 2014 - Present
Homeland & National Security Law Review May 2013 - Present
JK Winters PC September 2014 - September 2015
The Law Offices of Steven W. Dulan August 2013 - September 2014
Military Veterans Law Student Association August 2012 - August 2013
Homeland & National Security Law Review November 2012 - May 2013
Thomas M. Cooley Law School September 2010 - May 2013
The Law Offices of Steven W. Dulan, PLC September 2012 - December 2012
CVS Caremark Corporation March 2006 - July 2010
Raymond James & Associates, Inc March 2004 - July 2006
Skills
Legal Writing, Legal Research, Constitutional Law, Legislative Research, Legislative Policy, Westlaw, Criminal Law, Public Speaking, Microsoft Office, Civil Litigation, Lexis, Litigation, Courts, Research, Community Outreach, PowerPoint, Commercial Litigation, Corporate Law, Politics, Microsoft Word, Government, Editing, Administrative Law, Trials, Leadership, Public Policy, Legal Issues, Policy, Policy Analysis, Legal Assistance, Document Review
Education
Thomas M. Cooley Law School 2010 — 2013
Doctor of Law (J.D.)
Eastern Michigan University 1998 — 2002
B.A., Business
Sandra Kuhn's Raymond James & Associates, Inc Experience October 2010 - June 2011
Job Business Analyst
Industry Financial Services
Experience
Raymond James & Associates, Inc October 2010 - June 2011
Fidelity National Information Services January 1999 - August 2010
Skills
Fluent Portuguese, Fluent French, Fluent Italian
Education
Emory University 1984 — 1989
Bachelor of Arts, French and Sociology
La Sorbonne
CoursSuperieur de Civilisation
Raymond James & Associates, Inc October 2010 - June 2011
Fidelity National Information Services January 1999 - August 2010
Skills
Fluent Portuguese, Fluent French, Fluent Italian
Education
Emory University 1984 — 1989
Bachelor of Arts, French and Sociology
La Sorbonne
CoursSuperieur de Civilisation
Charlie Wohlhuter's Raymond James & Associates, Inc Experience April 2011 - Present
Job Equity Research Associate at Raymond James & Associates, Inc
Industry Investment Management
Experience
Raymond James & Associates, Inc April 2011 - Present
Howe Barnes Hoefer & Arnett August 2010 - March 2011
FirstMerit Bank May 2010 - July 2010
Midwest Bank & Trust January 2009 - May 2010
Midwest Bank & Trust Co. October 2006 - December 2008
Education
Dominican University 2008 — 2010
M.B.A., Finance
Wabash College 2002 — 2006
A.B., Economics, French
Wheaton Warrenville South 1998 — 2002
Université Paul Valéry (Montpellier III)
French Language and Culture Studies
Raymond James & Associates, Inc April 2011 - Present
Howe Barnes Hoefer & Arnett August 2010 - March 2011
FirstMerit Bank May 2010 - July 2010
Midwest Bank & Trust January 2009 - May 2010
Midwest Bank & Trust Co. October 2006 - December 2008
Education
Dominican University 2008 — 2010
M.B.A., Finance
Wabash College 2002 — 2006
A.B., Economics, French
Wheaton Warrenville South 1998 — 2002
Université Paul Valéry (Montpellier III)
French Language and Culture Studies
Terri Livernois's Raymond James & Associates, Inc Experience January 2010 - Present
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
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
William Wagner's Raymond James & Associates, Inc Experience April 2011 - Present
Job Managing Director at Raymond James & Assoc.
Industry Financial Services
Experience
Raymond James & Associates, Inc April 2011 - Present
Howe Barnes Hoefer & Arnett 2005 - April 2011
Trident Securities (a division of McDonald Investments) June 1999 - July 2002
Trident Securities 1992 - 2002
Skills
Banking, Investments, Capital Markets, Corporate Finance, Portfolio Management, Management, Financial Analysis, Financial Institutions, Finance, Credit Analysis, Investment Banking
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Miami University 1981 — 1984
Batchelor of Science, Accounting
Raymond James & Associates, Inc April 2011 - Present
Howe Barnes Hoefer & Arnett 2005 - April 2011
Trident Securities (a division of McDonald Investments) June 1999 - July 2002
Trident Securities 1992 - 2002
Skills
Banking, Investments, Capital Markets, Corporate Finance, Portfolio Management, Management, Financial Analysis, Financial Institutions, Finance, Credit Analysis, Investment Banking
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Miami University 1981 — 1984
Batchelor of Science, Accounting
Brent Orchard's Raymond James & Associates, Inc Experience February 2014 - Present
Job Senior Manager, Development Process Engineering at Raymond James & Associates, Inc
Industry Information Technology and Services
Experience
Raymond James & Associates, Inc February 2014 - Present
Raymond James & Associates, Inc December 2012 - January 2014
Raymond James & Associates, Inc February 2011 - December 2012
Raymond James March 2010 - February 2011
Raymond James October 2007 - March 2010
Raymond James August 2005 - October 2007
Raymond James August 1999 - August 2005
GTE Data Services December 1996 - August 1999
Skills
.NET, ASP.NET, Active Directory, Agile Methodologies, Architecture, Architectures, Business Analysis, Business Intelligence, Business Process Design, C#, Cloud Computing, Data Modeling, Data Warehousing, Database Design, Databases, Design Patterns, Disaster Recovery, ESB, ETL, Emerging Technologies, Enterprise Architecture, Governance, IIS, IT Management, IT Strategy, ITIL, Information Technology, Infrastructure, Integration, Java, Management, Marketing, Microsoft SQL Server, Middleware, PMP, Process Design, Process Improvement, Relational Databases, Requirements Analysis, Requirements Gathering, Research, SDLC, SOA, SQL, SSIS, SSRS, Scrum, Security, Server Architecture, Servers
Education
Florida State University 1992 — 1996
Bachelor's of Science, Management Information Systems
Manatee High School 1988 — 1992
Raymond James & Associates, Inc February 2014 - Present
Raymond James & Associates, Inc December 2012 - January 2014
Raymond James & Associates, Inc February 2011 - December 2012
Raymond James March 2010 - February 2011
Raymond James October 2007 - March 2010
Raymond James August 2005 - October 2007
Raymond James August 1999 - August 2005
GTE Data Services December 1996 - August 1999
Skills
.NET, ASP.NET, Active Directory, Agile Methodologies, Architecture, Architectures, Business Analysis, Business Intelligence, Business Process Design, C#, Cloud Computing, Data Modeling, Data Warehousing, Database Design, Databases, Design Patterns, Disaster Recovery, ESB, ETL, Emerging Technologies, Enterprise Architecture, Governance, IIS, IT Management, IT Strategy, ITIL, Information Technology, Infrastructure, Integration, Java, Management, Marketing, Microsoft SQL Server, Middleware, PMP, Process Design, Process Improvement, Relational Databases, Requirements Analysis, Requirements Gathering, Research, SDLC, SOA, SQL, SSIS, SSRS, Scrum, Security, Server Architecture, Servers
Education
Florida State University 1992 — 1996
Bachelor's of Science, Management Information Systems
Manatee High School 1988 — 1992
Rich Mischel's Raymond James & Associates, Inc Experience May 2011 - Present
Job Vice President Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc May 2011 - Present
Wells Fargo May 2004 - May 2011
Skills
Trading, Fixed Income
Education
Drake University
MBA
University of Iowa
Microbiology
Raymond James & Associates, Inc May 2011 - Present
Wells Fargo May 2004 - May 2011
Skills
Trading, Fixed Income
Education
Drake University
MBA
University of Iowa
Microbiology
Michelle Paxton's Raymond James & Associates, Inc Experience February 2011 - Present
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
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
Chris Russick's Raymond James & Associates, Inc Experience February 2011 - September 2012
Job Sales Engineer at BDNA Corporation
Industry Financial Services
Experience
BDNA Corporation August 2014 - Present
Bloomin' Brands September 2012 - August 2014
Raymond James & Associates, Inc February 2011 - September 2012
Raymond James and Associates October 2007 - February 2011
Raymond James December 2000 - November 2007
St. Petersburg Yacht Club 1994 - 1996
Skills
Business Analysis, Software Development, SDLC, Databases, Visio, Requirements Analysis, Microsoft SQL Server, Program Management, SharePoint, Vendor Management, SQL, ITIL, Requirements Gathering, Process Improvement, IT Management, Change Management, Disaster Recovery, Analysis, IT Strategy, Integration, Project Management, Business Intelligence, Cross-functional Team..., Software Project..., Project Planning, MS Project, Agile Methodologies, Business Process..., Systems Analysis, Business Requirements, Agile Project Management, Enterprise Software, Database Design, SOA, Quality Assurance, Risk Management, Software Documentation, Sales Engineering, Sales, Pre-sales, Sales Presentations, Solution Architecture, Solution Selling, Asset Management
Education
Eckerd College 1998 — 2000
BS, Computer Science
University of Florida 1995 — 1998
BS, Zoology
BDNA Corporation August 2014 - Present
Bloomin' Brands September 2012 - August 2014
Raymond James & Associates, Inc February 2011 - September 2012
Raymond James and Associates October 2007 - February 2011
Raymond James December 2000 - November 2007
St. Petersburg Yacht Club 1994 - 1996
Skills
Business Analysis, Software Development, SDLC, Databases, Visio, Requirements Analysis, Microsoft SQL Server, Program Management, SharePoint, Vendor Management, SQL, ITIL, Requirements Gathering, Process Improvement, IT Management, Change Management, Disaster Recovery, Analysis, IT Strategy, Integration, Project Management, Business Intelligence, Cross-functional Team..., Software Project..., Project Planning, MS Project, Agile Methodologies, Business Process..., Systems Analysis, Business Requirements, Agile Project Management, Enterprise Software, Database Design, SOA, Quality Assurance, Risk Management, Software Documentation, Sales Engineering, Sales, Pre-sales, Sales Presentations, Solution Architecture, Solution Selling, Asset Management
Education
Eckerd College 1998 — 2000
BS, Computer Science
University of Florida 1995 — 1998
BS, Zoology
Ari Costa's Raymond James & Associates, Inc Experience May 2005 - September 2005
Job Writer/Director
Industry Media Production
Experience
Cross Country Pictures October 2010 - Present
Russo Brothers July 2010 - Present
ROCK*iT FiLMS July 2007 - Present
NBC Universal January 2008 - November 2010
CinemaLab May 2007 - September 2007
Brillstein-Grey Entertainment 2007 - 2007
CinemaLab 2007 - 2007
Raymond James & Associates, Inc May 2005 - September 2005
Education
Emerson College 2003 — 2007
Cross Country Pictures October 2010 - Present
Russo Brothers July 2010 - Present
ROCK*iT FiLMS July 2007 - Present
NBC Universal January 2008 - November 2010
CinemaLab May 2007 - September 2007
Brillstein-Grey Entertainment 2007 - 2007
CinemaLab 2007 - 2007
Raymond James & Associates, Inc May 2005 - September 2005
Education
Emerson College 2003 — 2007
Laurie A Rohen, CFM's Raymond James & Associates, Inc Experience April 2011 - Present
Job Manager, Facility Operations at Raymond James & Associates, Inc
Industry Financial Services
Experience
IFMA Suncoast Chapter June 2014 - Present
Raymond James & Associates, Inc April 2011 - Present
Chico's FAS, Inc.` February 2010 - March 2011
Univision Management Co. September 2007 - November 2009
Bovis Lend Lease October 2005 - August 2007
Sears, Roebuck and Co. September 2002 - October 2005
Jones Lang LaSalle September 1995 - September 2002
Skills
Strategic Sourcing, Procurement, Contract Negotiation, Cross-functional Team..., Supply Chain Management, Facilities Management, Real Estate, Strategic Planning, Leadership, Sourcing, Negotiation, Team Building, Purchasing, Contract Management, Operations Management, Construction, Retail, Project Management, Management, Vendor Management, Process Improvement, Project Planning, Performance Management, Budgets, Analysis, Supply Chain, Strategy, Process Scheduler, Forecasting, Change Management, Inventory Management, Team Leadership, Logistics, Business Process, Outsourcing, Business Process..., Program Management, Six Sigma
Education
Aquinas College 1984 — 1992
BSBA, Business Administration
Rogers High School 1972 — 1975
IFMA Suncoast Chapter June 2014 - Present
Raymond James & Associates, Inc April 2011 - Present
Chico's FAS, Inc.` February 2010 - March 2011
Univision Management Co. September 2007 - November 2009
Bovis Lend Lease October 2005 - August 2007
Sears, Roebuck and Co. September 2002 - October 2005
Jones Lang LaSalle September 1995 - September 2002
Skills
Strategic Sourcing, Procurement, Contract Negotiation, Cross-functional Team..., Supply Chain Management, Facilities Management, Real Estate, Strategic Planning, Leadership, Sourcing, Negotiation, Team Building, Purchasing, Contract Management, Operations Management, Construction, Retail, Project Management, Management, Vendor Management, Process Improvement, Project Planning, Performance Management, Budgets, Analysis, Supply Chain, Strategy, Process Scheduler, Forecasting, Change Management, Inventory Management, Team Leadership, Logistics, Business Process, Outsourcing, Business Process..., Program Management, Six Sigma
Education
Aquinas College 1984 — 1992
BSBA, Business Administration
Rogers High School 1972 — 1975
Eric Trizis's Raymond James & Associates, Inc Experience March 2011 - October 2014
Job Identity & Access Management Engineer at IDMWORKS
Industry Information Technology and Services
Experience
IDMWORKS October 2014 - Present
Raymond James & Associates, Inc March 2011 - October 2014
Raymond James Financial May 2010 - August 2010
Leon County Public Information Office September 2009 - December 2009
Raymond James Financial May 2008 - August 2008
Skills
Visio, Powershell, SharePoint, SDLC, SQL, Visual Studio, ASP.NET, Database Administration, C#, VB.NET, SSIS, SSRS, IAM, T-SQL, Software Development, Microsoft SQL Server, Quality Center, Systems Analysis, .NET, SailPoint IdentityIQ, Visual Basic, Databases
Education
Florida State University 2008 — 2010
Bachelor of Science (B.S.), Information Technology
Palm Harbor University High School 2002 — 2006
IDMWORKS October 2014 - Present
Raymond James & Associates, Inc March 2011 - October 2014
Raymond James Financial May 2010 - August 2010
Leon County Public Information Office September 2009 - December 2009
Raymond James Financial May 2008 - August 2008
Skills
Visio, Powershell, SharePoint, SDLC, SQL, Visual Studio, ASP.NET, Database Administration, C#, VB.NET, SSIS, SSRS, IAM, T-SQL, Software Development, Microsoft SQL Server, Quality Center, Systems Analysis, .NET, SailPoint IdentityIQ, Visual Basic, Databases
Education
Florida State University 2008 — 2010
Bachelor of Science (B.S.), Information Technology
Palm Harbor University High School 2002 — 2006
Kent Nelson's Raymond James & Associates, Inc Experience April 2011 - Present
Job Senior Managing Director at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc April 2011 - Present
Raymond James Financial St. Petersburg, FL 1992 - August 2011
Skills
Equities, Investment Banking, Securities, Series 7, Series 63, Valuation
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, WEMBA XXV
Dartmouth College 1988 — 1992
BA, Government, Economics
Raymond James & Associates, Inc April 2011 - Present
Raymond James Financial St. Petersburg, FL 1992 - August 2011
Skills
Equities, Investment Banking, Securities, Series 7, Series 63, Valuation
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, WEMBA XXV
Dartmouth College 1988 — 1992
BA, Government, Economics
Amy Lechner's Raymond James & Associates, Inc Experience 1999 - 2000
Job Customer Service and Accounting Professional
Industry Accounting
Experience
HF&H Consultants, LLC March 2013 - Present
Linscott, Law & Greenspan, Engineers June 2006 - April 2009
Linscott, Law & Greenspan, Engineers November 2005 - June 2006
Barco 1998 - 2001
Raymond James & Associates, Inc 1999 - 2000
JVC Disc America 1996 - 1998
Skills
Accounting, Forecasting, Accounts Payable, Customer Service, Microsoft Office, Process Improvement, Account Management, Sales, Training
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2003 — 2005
Management
Kennesaw State University 1997 — 2001
BS, Communication
Scripps College 1987 — 1990
Dana Hills High School 1983 — 1987
HF&H Consultants, LLC March 2013 - Present
Linscott, Law & Greenspan, Engineers June 2006 - April 2009
Linscott, Law & Greenspan, Engineers November 2005 - June 2006
Barco 1998 - 2001
Raymond James & Associates, Inc 1999 - 2000
JVC Disc America 1996 - 1998
Skills
Accounting, Forecasting, Accounts Payable, Customer Service, Microsoft Office, Process Improvement, Account Management, Sales, Training
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2003 — 2005
Management
Kennesaw State University 1997 — 2001
BS, Communication
Scripps College 1987 — 1990
Dana Hills High School 1983 — 1987
Kelly Warhola's Raymond James & Associates, Inc Experience March 2000 - January 2005
Job Vice President, Global Conferences and Events at AACSB International
Industry Education Management
Experience
AACSB International January 2005 - Present
Raymond James & Associates, Inc March 2000 - January 2005
Skills
Meeting Planning, Event Management, Corporate Events, Event Planning, Contract Negotiation, Strategic Content..., Team Leadership, Public Speaking, Fundraising, Customer Service, Project Management, Research, Program Management, Editing, Higher Education, Nonprofits, Leadership Development, Volunteer Management, Marketing Communications, Public Relations, Leadership, Social Media Marketing, Social Media, Strategic Communications, Trade Shows, Newsletters, Social Networking, Budgets, Media Relations, Marketing, Corporate Communications, Online Marketing, Marketing Strategy, Strategic Planning, Management, Advertising, Market Research, Copywriting, Integrated Marketing, Sponsorship, Facebook
Education
Florida State University
BS, Communications
AACSB International January 2005 - Present
Raymond James & Associates, Inc March 2000 - January 2005
Skills
Meeting Planning, Event Management, Corporate Events, Event Planning, Contract Negotiation, Strategic Content..., Team Leadership, Public Speaking, Fundraising, Customer Service, Project Management, Research, Program Management, Editing, Higher Education, Nonprofits, Leadership Development, Volunteer Management, Marketing Communications, Public Relations, Leadership, Social Media Marketing, Social Media, Strategic Communications, Trade Shows, Newsletters, Social Networking, Budgets, Media Relations, Marketing, Corporate Communications, Online Marketing, Marketing Strategy, Strategic Planning, Management, Advertising, Market Research, Copywriting, Integrated Marketing, Sponsorship, Facebook
Education
Florida State University
BS, Communications
Brandt Hakanson's Raymond James & Associates, Inc Experience March 2010 - Present
Job Vice President, Investments at Raymond James,CDFA
Industry Financial Services
Experience
Raymond James & Associates, Inc March 2010 - Present
Skills
Finance
Education
Butler University 1993 — 1995
Bachelor of Science, Finance
West Morris
West Morris
Raymond James & Associates, Inc March 2010 - Present
Skills
Finance
Education
Butler University 1993 — 1995
Bachelor of Science, Finance
West Morris
West Morris
Helen Les's Raymond James & Associates, Inc Experience 2010 - 2012
Job Support Analyst I at Raymond James Financial Inc.
Industry Computer Software
Experience
Pierogi Gals September 2011 - Present
Raymond James Financial Inc. September 2010 - Present
Raymond James & Associates, Inc 2010 - 2012
EDS, an HP Company May 2001 - May 2009
Delphi 1985 - 2009
Electronic Data Systems Corporation February 1998 - May 2001
Electronic Data Systems Corporation June 1996 - February 1998
Electronic Data Systems October 1992 - June 1996
Electronic Data Systems Corporation February 1985 - October 1992
Skills
Troubleshooting, XP, Servers, Training, Hardware, Change Management, Technical Support, Computer Hardware, Testing, HP, Customer Service, Help Desk Support, Network Administration, Software Installation
Education
Baker College Business and Corporate Services 2010 — 2013
Associates, Applied Science, Computer Network Technology, 3.85
Walsh College 2000 — 2001
Microsoft Certified Systems Engineer Program (MCSE)
Oakland Community College 1987 — 1995
Associates, Applied Science
Pierogi Gals September 2011 - Present
Raymond James Financial Inc. September 2010 - Present
Raymond James & Associates, Inc 2010 - 2012
EDS, an HP Company May 2001 - May 2009
Delphi 1985 - 2009
Electronic Data Systems Corporation February 1998 - May 2001
Electronic Data Systems Corporation June 1996 - February 1998
Electronic Data Systems October 1992 - June 1996
Electronic Data Systems Corporation February 1985 - October 1992
Skills
Troubleshooting, XP, Servers, Training, Hardware, Change Management, Technical Support, Computer Hardware, Testing, HP, Customer Service, Help Desk Support, Network Administration, Software Installation
Education
Baker College Business and Corporate Services 2010 — 2013
Associates, Applied Science, Computer Network Technology, 3.85
Walsh College 2000 — 2001
Microsoft Certified Systems Engineer Program (MCSE)
Oakland Community College 1987 — 1995
Associates, Applied Science
Wes Springfield's Raymond James & Associates, Inc Experience January 2011 - December 2012
Job Senior Financial Analyst at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. January 2013 - Present
Raymond James & Associates, Inc January 2011 - December 2012
Raymond James Financial June 2007 - January 2011
A. G. Edwards and Sons, Inc. March 2005 - June 2007
Mezrah Consulting February 2003 - March 2005
Texas State Senator David Sibley May 1999 - May 2000
Skills
Series 7, Strategic Financial..., Securities, Financial Analysis, Investments, Mutual Funds, Series 63, Wealth Management, Portfolio Management, Asset Managment, Financial Modeling, Investment Advisory, Asset Allocation, Insurance, Equities, Financial Services, Alternative Investments
Education
University of Tampa - John H. Sykes College of Business 2001 — 2003
MBA, Corporate Finance, Marketing, International Business
Baylor University - Hankamer School of Business 1997 — 2000
BBA, Economics, Management
Raymond James Financial Services, Inc. January 2013 - Present
Raymond James & Associates, Inc January 2011 - December 2012
Raymond James Financial June 2007 - January 2011
A. G. Edwards and Sons, Inc. March 2005 - June 2007
Mezrah Consulting February 2003 - March 2005
Texas State Senator David Sibley May 1999 - May 2000
Skills
Series 7, Strategic Financial..., Securities, Financial Analysis, Investments, Mutual Funds, Series 63, Wealth Management, Portfolio Management, Asset Managment, Financial Modeling, Investment Advisory, Asset Allocation, Insurance, Equities, Financial Services, Alternative Investments
Education
University of Tampa - John H. Sykes College of Business 2001 — 2003
MBA, Corporate Finance, Marketing, International Business
Baylor University - Hankamer School of Business 1997 — 2000
BBA, Economics, Management
Arden Miller's Raymond James & Associates, Inc Experience June 2011 - June 2012
Job VP/Treasury Management at Prime Meridian Bank
Industry Banking
Experience
Prime Meridian Bank November 2012 - Present
BB&T June 2012 - November 2012
Raymond James & Associates, Inc June 2011 - June 2012
Skills
Data Collection, Data Analysis, Teamwork, Policy Writing, Survey Design, Insurance, Customer Service, Fundraising, Microsoft Office
Education
Florida State University - College of Business 2007 — 2011
Bachelor of Science, finance, risk management/insurance
Prime Meridian Bank November 2012 - Present
BB&T June 2012 - November 2012
Raymond James & Associates, Inc June 2011 - June 2012
Skills
Data Collection, Data Analysis, Teamwork, Policy Writing, Survey Design, Insurance, Customer Service, Fundraising, Microsoft Office
Education
Florida State University - College of Business 2007 — 2011
Bachelor of Science, finance, risk management/insurance
Patrick Franke's Raymond James & Associates, Inc Experience 1995 - 1999
Job Analyst at Fidelity Investments Pyramis
Industry Investment Management
Experience
Fidelity Investments - Pyramis January 2015 - Present
Fidelity Investments March 2012 - Present
Eagle Asset Management April 2004 - September 2010
Thomas Weisel Partners 2001 - 2004
Raymond James & Associates, Inc 1995 - 1999
Skills
Fundamental Research, Stock Picking, Financial Analysis, Valuation, Investment Strategies, Investments, Equities, Research, Asset Management, Equity Research, Investment Banking, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MM, Finance, Marketing and Accounting
Boston College 1991 — 1995
BA, Economics
Marquette University High School
HS
Fidelity Investments - Pyramis January 2015 - Present
Fidelity Investments March 2012 - Present
Eagle Asset Management April 2004 - September 2010
Thomas Weisel Partners 2001 - 2004
Raymond James & Associates, Inc 1995 - 1999
Skills
Fundamental Research, Stock Picking, Financial Analysis, Valuation, Investment Strategies, Investments, Equities, Research, Asset Management, Equity Research, Investment Banking, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MM, Finance, Marketing and Accounting
Boston College 1991 — 1995
BA, Economics
Marquette University High School
HS
Sileo, Thomas's Raymond James & Associates, Inc Experience June 2009 - Present
Job Financial Advisor at Raymond James Financial
Industry Investment Management
Experience
Raymond James & Associates, Inc June 2009 - Present
Morgan Stanley January 1998 - June 2009
Bear Stearns & Co. 1984 - 1989
Education
Boston College 1980 — 1984
BA
Raymond James & Associates, Inc June 2009 - Present
Morgan Stanley January 1998 - June 2009
Bear Stearns & Co. 1984 - 1989
Education
Boston College 1980 — 1984
BA
John F. Simpson IV's Raymond James & Associates, Inc Experience October 2008 - November 2011
Job Principal at Law Office of John F. Simpson IV
Industry Law Practice
Experience
Law Office of John F. Simpson IV November 2011 - Present
Law Office of Richard F. Blass and Associates January 2012 - July 2014
Raymond James & Associates, Inc October 2008 - November 2011
U.S. District Court May 2010 - September 2010
U.S. Secret Service June 2008 - August 2008
Skills
Criminal Defense, White Collar Criminal..., Litigation, Real Estate Transactions, Real Estate License, Public Speaking, Landlord-tenant..., Government, Contract Negotiation, Trials
Education
John Marshall Law School 2009 — 2011
J.D., Law
Bradley University 2004 — 2008
B.S., Criminal Justice, Political Science, Sociology
Law Office of John F. Simpson IV November 2011 - Present
Law Office of Richard F. Blass and Associates January 2012 - July 2014
Raymond James & Associates, Inc October 2008 - November 2011
U.S. District Court May 2010 - September 2010
U.S. Secret Service June 2008 - August 2008
Skills
Criminal Defense, White Collar Criminal..., Litigation, Real Estate Transactions, Real Estate License, Public Speaking, Landlord-tenant..., Government, Contract Negotiation, Trials
Education
John Marshall Law School 2009 — 2011
J.D., Law
Bradley University 2004 — 2008
B.S., Criminal Justice, Political Science, Sociology
Stacy Barko's Raymond James & Associates, Inc Experience January 2010 - Present
Job Vice President, Operations Equity Capital Markets at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2014 - Present
Raymond James & Associates, Inc January 2010 - Present
Raymond James & Associates, Inc February 1998 - May 2010
Skills
Equities, Enterprise Content..., Capital Markets, Securities, Trading, Electronic Trading, Trading Systems, Bloomberg, Financial Markets, Equity Trading, Equity Capital Markets, Financial Services, Vendor Management
Education
University of Florida 2007 — 2007
BSBA, Business Administration and Management, General
Atholton High School 1990 — 1994
Eckerd College
Raymond James Financial Inc. January 2014 - Present
Raymond James & Associates, Inc January 2010 - Present
Raymond James & Associates, Inc February 1998 - May 2010
Skills
Equities, Enterprise Content..., Capital Markets, Securities, Trading, Electronic Trading, Trading Systems, Bloomberg, Financial Markets, Equity Trading, Equity Capital Markets, Financial Services, Vendor Management
Education
University of Florida 2007 — 2007
BSBA, Business Administration and Management, General
Atholton High School 1990 — 1994
Eckerd College
Ken Gutierrez's Raymond James & Associates, Inc Experience June 1991 - January 2004
Job Institutional Relationship Manager at Angel Oak Consulting Group
Industry Investment Management
Experience
Angel Oak Capital Advisors, LLC May 2014 - Present
FORGE ABS, LLC August 2012 - April 2014
FIRVA Advisory May 2008 - August 2012
Mesirow Financial 2005 - 2008
Advest, Inc. January 2004 - April 2005
Raymond James & Associates, Inc June 1991 - January 2004
Bankers Trust Company (BT Securities) 1988 - 1991
Skills
Valuation, Fixed Income, Accounting, Bloomberg, Portfolio Management, Investments, Equities, Capital Markets, Alternative Investments, Derivatives, Asset Management, Securities, Marketing, Sales, Financial Modeling, Structured Products, Financial Analysis, Corporate Finance, Banking, Risk Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1985
MBA, Finance
University of California, Irvine 1977 — 1980
BA, Economics
College of the Canyons 1975 — 1977
AA
Angel Oak Capital Advisors, LLC May 2014 - Present
FORGE ABS, LLC August 2012 - April 2014
FIRVA Advisory May 2008 - August 2012
Mesirow Financial 2005 - 2008
Advest, Inc. January 2004 - April 2005
Raymond James & Associates, Inc June 1991 - January 2004
Bankers Trust Company (BT Securities) 1988 - 1991
Skills
Valuation, Fixed Income, Accounting, Bloomberg, Portfolio Management, Investments, Equities, Capital Markets, Alternative Investments, Derivatives, Asset Management, Securities, Marketing, Sales, Financial Modeling, Structured Products, Financial Analysis, Corporate Finance, Banking, Risk Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1985
MBA, Finance
University of California, Irvine 1977 — 1980
BA, Economics
College of the Canyons 1975 — 1977
AA
Mark Sinderson, CFP®'s Raymond James & Associates, Inc Experience 2002 - 2003
Job Financial Planning Coordinator
Industry Financial Services
Experience
Atlanta Financial Associates, Inc. October 2006 - Present
Oak Brook Financial Solutions 2004 - September 2006
Raymond James & Associates, Inc 2002 - 2003
Epic Savage 2000 - 2002
FEDEX KINKOS 1993 - 1999
Education
Colorado State University 1983 — 1987
Bachelors, Business Administration
Atlanta Financial Associates, Inc. October 2006 - Present
Oak Brook Financial Solutions 2004 - September 2006
Raymond James & Associates, Inc 2002 - 2003
Epic Savage 2000 - 2002
FEDEX KINKOS 1993 - 1999
Education
Colorado State University 1983 — 1987
Bachelors, Business Administration
Craig Gamache's Raymond James & Associates, Inc Experience February 1999 - June 2000
Job Institutional Client Manager at Pinnacle Capital Markets
Industry Capital Markets
Experience
Pinnacle Capital Markets February 2014 - Present
APTowers August 2013 - February 2014
Pinnacle Capital Markets May 2004 - December 2012
Brown & Company February 2001 - May 2004
Raymond James & Associates, Inc February 1999 - June 2000
Skills
Capital Markets, Equities, Trading, FX Options, Investments, Golf, Children, wife, Financial Risk, Foreign Exchange, Back Office, Banking
Education
Florida State University 1992 — 1996
Bachelor's degree, Finance, General
Florida State University - College of Business 1992 — 1996
Bachelor's degree, Finance, General
Pinnacle Capital Markets February 2014 - Present
APTowers August 2013 - February 2014
Pinnacle Capital Markets May 2004 - December 2012
Brown & Company February 2001 - May 2004
Raymond James & Associates, Inc February 1999 - June 2000
Skills
Capital Markets, Equities, Trading, FX Options, Investments, Golf, Children, wife, Financial Risk, Foreign Exchange, Back Office, Banking
Education
Florida State University 1992 — 1996
Bachelor's degree, Finance, General
Florida State University - College of Business 1992 — 1996
Bachelor's degree, Finance, General
Brandon Veldman's Raymond James & Associates, Inc Experience October 2010 - Present
Job Associate Principal Trader at Raymond James & Associates, Inc
Industry
Experience
Raymond James & Associates, Inc October 2010 - Present
Fitzgerald Wealth Management May 2009 - August 2009
Education
Columbia University in the City of New York 2006 — 2010
B.A, Economics
Raymond James & Associates, Inc October 2010 - Present
Fitzgerald Wealth Management May 2009 - August 2009
Education
Columbia University in the City of New York 2006 — 2010
B.A, Economics
James Whealon's Raymond James & Associates, Inc Experience December 2010 - Present
Job Senior Securities Associate at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc December 2010 - Present
StatPro September 2003 - December 2010
Skills
Equities, Fixed Income, Investments, Valuation
Education
Concordia University
BA, History
Raymond James & Associates, Inc December 2010 - Present
StatPro September 2003 - December 2010
Skills
Equities, Fixed Income, Investments, Valuation
Education
Concordia University
BA, History
Bruce Be Vier's Raymond James & Associates, Inc Experience April 2011 - Present
Job Messaging Administrator at Raymond James Financial
Industry Information Technology and Services
Experience
Raymond James & Associates, Inc April 2011 - Present
TEK Systems March 2010 - March 2011
IBM March 2003 - March 2010
IBM 2003 - 2010
Visteon Corporation October 2001 - March 2003
Ciber, Inc July 1996 - October 2000
Testing Engineers & Consultants, Inc July 1986 - July 1996
Skills
Servers, DNS, Operating Systems, Disaster Recovery, Identity Management, Microsoft Exchange, DHCP
Education
Central Michigan University
Master of Science Degree, Software Engineering Administration
Oakland Community College
Associates, Accounting
Western Michigan University
Bachelor of Science Degree, Geology and Mathematics
Raymond James & Associates, Inc April 2011 - Present
TEK Systems March 2010 - March 2011
IBM March 2003 - March 2010
IBM 2003 - 2010
Visteon Corporation October 2001 - March 2003
Ciber, Inc July 1996 - October 2000
Testing Engineers & Consultants, Inc July 1986 - July 1996
Skills
Servers, DNS, Operating Systems, Disaster Recovery, Identity Management, Microsoft Exchange, DHCP
Education
Central Michigan University
Master of Science Degree, Software Engineering Administration
Oakland Community College
Associates, Accounting
Western Michigan University
Bachelor of Science Degree, Geology and Mathematics
Angela Nye, CIMA's Raymond James & Associates, Inc Experience March 1998 - September 2000
Job
Industry Financial Services
Experience
Raymond James September 2000 - Present
Raymond James & Associates, Inc March 1998 - September 2000
Raymond James & Associates, Inc September 1993 - March 1998
Colony Shops August 1983 - May 1993
Skills
Series 7, Mutual Funds, Wealth Management, Portfolio Management, Investments, Strategic Financial..., Asset Allocation, Investment Advisory, Asset Management, Sales, Sales Management, Due Diligence, Marketing Strategy, Team Leadership
Education
Florida State University - College of Business 1982 — 1986
B. S., Finance
Raymond James September 2000 - Present
Raymond James & Associates, Inc March 1998 - September 2000
Raymond James & Associates, Inc September 1993 - March 1998
Colony Shops August 1983 - May 1993
Skills
Series 7, Mutual Funds, Wealth Management, Portfolio Management, Investments, Strategic Financial..., Asset Allocation, Investment Advisory, Asset Management, Sales, Sales Management, Due Diligence, Marketing Strategy, Team Leadership
Education
Florida State University - College of Business 1982 — 1986
B. S., Finance
Loren Moody's Raymond James & Associates, Inc Experience November 1991 - 2011
Job ClosedEnd, Structured Products and Distribution Consultant
Industry Capital Markets
Experience
Raymond James & Associates, Inc November 1991 - 2011
Education
Eckerd College
Bachelor of Arts, Economics
Raymond James & Associates, Inc November 1991 - 2011
Education
Eckerd College
Bachelor of Arts, Economics
Lisa Morrissey's Raymond James & Associates, Inc Experience March 2011 - May 2012
Job Financial Analyst, Aurora Financial Advisors LLC
Industry Financial Services
Experience
Aurora Financial Advisors LLC April 2012 - Present
Raymond James & Associates, Inc March 2011 - May 2012
LRMCORP February 2010 - March 2011
Innovative Quant Solutions 2007 - 2010
MFS Investment Management September 1991 - May 2003
Digital Equipment Corporation 1987 - 1991
Skills
Investments, Securities, Equities, Retirement Planning, Strategic Financial..., Asset Management, Alternative Investments, Wealth Management, Series 7, Series 66, Financial Planning, Mutual Funds, Asset Allocation, Bloomberg, Factset, Financial Analysis, Visual Basic, Programming, SAS programming, MatLab
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1993
MBA, Finance
University of Vermont 1980 — 1984
BSEE, Electrical Engineering
Aurora Financial Advisors LLC April 2012 - Present
Raymond James & Associates, Inc March 2011 - May 2012
LRMCORP February 2010 - March 2011
Innovative Quant Solutions 2007 - 2010
MFS Investment Management September 1991 - May 2003
Digital Equipment Corporation 1987 - 1991
Skills
Investments, Securities, Equities, Retirement Planning, Strategic Financial..., Asset Management, Alternative Investments, Wealth Management, Series 7, Series 66, Financial Planning, Mutual Funds, Asset Allocation, Bloomberg, Factset, Financial Analysis, Visual Basic, Programming, SAS programming, MatLab
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1993
MBA, Finance
University of Vermont 1980 — 1984
BSEE, Electrical Engineering
Michael Jelnicky's Raymond James & Associates, Inc Experience August 2010 - August 2013
Job MBA Associate at Delta Air Lines
Industry Management Consulting
Experience
Delta Air Lines 2014 - 2014
Raymond James & Associates, Inc August 2010 - August 2013
Skills
Financial Modeling, Valuation, Portfolio Management, Strategy, Operations Management, Quantitative Analytics, Brand Management, Asset Management, Executive Reporting, Managerial Finance, Leadership, Collaborative Problem..., Real Estate Financing, Market Analysis, Equities, Investments, Financial Analysis, Management, Analysis, Corporate Finance
Education
Emory University - Goizueta Business School 2013 — 2013
Masters in business Administration
University of Florida 2006 — 2010
BA, Chinese Language
University of Florida - Warrington College of Business Administration 2006 — 2010
BS, Finance
Delta Air Lines 2014 - 2014
Raymond James & Associates, Inc August 2010 - August 2013
Skills
Financial Modeling, Valuation, Portfolio Management, Strategy, Operations Management, Quantitative Analytics, Brand Management, Asset Management, Executive Reporting, Managerial Finance, Leadership, Collaborative Problem..., Real Estate Financing, Market Analysis, Equities, Investments, Financial Analysis, Management, Analysis, Corporate Finance
Education
Emory University - Goizueta Business School 2013 — 2013
Masters in business Administration
University of Florida 2006 — 2010
BA, Chinese Language
University of Florida - Warrington College of Business Administration 2006 — 2010
BS, Finance
Valerie Timog's Raymond James & Associates, Inc Experience November 2010 - June 2011
Job Executive Assistant at Hellman & Friedman
Industry Financial Services
Experience
Hellman & Friedman June 2011 - Present
Raymond James & Associates, Inc November 2010 - June 2011
Pantheon Ventures October 2006 - October 2010
Goldman Sachs September 2004 - April 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Finance, Microsoft Word, Business Strategy, Analysis, Financial Services, Event Planning, Restructuring, Research, Data Analysis, Fundraising, Administrative...
Education
University of California, Irvine 2002 — 2004
BA, Economics
City College of San Francisco 1997 — 2002
N/A
Hellman & Friedman June 2011 - Present
Raymond James & Associates, Inc November 2010 - June 2011
Pantheon Ventures October 2006 - October 2010
Goldman Sachs September 2004 - April 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Finance, Microsoft Word, Business Strategy, Analysis, Financial Services, Event Planning, Restructuring, Research, Data Analysis, Fundraising, Administrative...
Education
University of California, Irvine 2002 — 2004
BA, Economics
City College of San Francisco 1997 — 2002
N/A
Anthony Brandt's Raymond James & Associates, Inc Experience May 2008 - June 2008
Job Solution Consultant at New World Systems
Industry Computer Software
Experience
New World Systems February 2009 - Present
Raymond James & Associates, Inc May 2008 - June 2008
Stardock May 2007 - August 2007
Skills
TFS, C#, Agile Methodologies, Visual Studio, WPF, JIRA, SQL, XAML, WCF, Microsoft SQL Server, IIS, VB.NET, Test Automation, Confluence
Education
Central Michigan University 2004 — 2008
BS, Computer Science and Information Technology
New World Systems February 2009 - Present
Raymond James & Associates, Inc May 2008 - June 2008
Stardock May 2007 - August 2007
Skills
TFS, C#, Agile Methodologies, Visual Studio, WPF, JIRA, SQL, XAML, WCF, Microsoft SQL Server, IIS, VB.NET, Test Automation, Confluence
Education
Central Michigan University 2004 — 2008
BS, Computer Science and Information Technology
Laura Virostek's Raymond James & Associates, Inc Experience June 2008 - October 2013
Job Institutional Equity Sales at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2014 - May 2015
Raymond James & Associates, Inc June 2008 - October 2013
PNC Financial Services Group 2007 - 2008
Skills
Equity Research, Investments, Equities, Mutual Funds, Hedge Funds, Series 7, Financial Modeling, Securities, Capital Markets, Portfolio Management, Series 63, Valuation, Bloomberg, Financial Analysis, Alternative Investments, Investment Advisory, Investment Banking, Asset Allocation, Investment Strategies, Business Development, Relationship Management, Competitive Analysis, Macroeconomics
Education
Duquesne University 2006 — 2008
Bachelor of Science (BS), Finance and Financial Management Services
Stephens Inc. June 2014 - May 2015
Raymond James & Associates, Inc June 2008 - October 2013
PNC Financial Services Group 2007 - 2008
Skills
Equity Research, Investments, Equities, Mutual Funds, Hedge Funds, Series 7, Financial Modeling, Securities, Capital Markets, Portfolio Management, Series 63, Valuation, Bloomberg, Financial Analysis, Alternative Investments, Investment Advisory, Investment Banking, Asset Allocation, Investment Strategies, Business Development, Relationship Management, Competitive Analysis, Macroeconomics
Education
Duquesne University 2006 — 2008
Bachelor of Science (BS), Finance and Financial Management Services
Timothy Gordon's Raymond James & Associates, Inc Experience December 2002 - Present
Job Senior Trader (High Yield Bonds) at Raymond James & Associates, Inc
Industry Investment Banking
Experience
Raymond James & Associates, Inc December 2002 - Present
Bank of America 1998 - 2002
Donaldson, Lufkin & Jenrette 1991 - 1998
UBS Investment Bank 1990 - 1991
Dean Witter Reynolds 1986 - 1990
Skills
High Yield Bonds, Distressed Debt, Credit Trading, Arbitrage, Series 7, Bloomberg, Investments, Fixed Income, Portfolio Management, Securities, Trading, Series 63, Capital Markets, Bonds
Education
Cornell University 1981 — 1985
Bachelor of Science (B.S.), Applied Economics
Raymond James & Associates, Inc December 2002 - Present
Bank of America 1998 - 2002
Donaldson, Lufkin & Jenrette 1991 - 1998
UBS Investment Bank 1990 - 1991
Dean Witter Reynolds 1986 - 1990
Skills
High Yield Bonds, Distressed Debt, Credit Trading, Arbitrage, Series 7, Bloomberg, Investments, Fixed Income, Portfolio Management, Securities, Trading, Series 63, Capital Markets, Bonds
Education
Cornell University 1981 — 1985
Bachelor of Science (B.S.), Applied Economics
Randy Ramsey's Raymond James & Associates, Inc Experience October 1993 - Present
Job Technical Support Representative at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc October 1993 - Present
Kelly IT Resources May 1992 - October 1993
Skills
Business Analysis, Disaster Recovery, Technical Support, Process Improvement, SharePoint, Active Directory, Blackberry, ITIL, SDLC, Requirements Analysis, System Administration, SQL, Blackberry Enterprise..., Visio, Printers, Software Documentation, Troubleshooting, Windows Server, Servers, Citrix, IT Management, Help Desk Support, IIS, VPN, Operating Systems, VMware, Windows XP, DNS, Windows 7, Hardware, Microsoft Exchange, Microsoft SQL Server, Microsoft Certified..., Security, VMware ESX, DHCP
Education
Bethany Theological Seminary 1984 — 1988
MDiv, Divinity
Virginia Tech 1972 — 1976
Bachelor of Science, Sociology
Raymond James & Associates, Inc October 1993 - Present
Kelly IT Resources May 1992 - October 1993
Skills
Business Analysis, Disaster Recovery, Technical Support, Process Improvement, SharePoint, Active Directory, Blackberry, ITIL, SDLC, Requirements Analysis, System Administration, SQL, Blackberry Enterprise..., Visio, Printers, Software Documentation, Troubleshooting, Windows Server, Servers, Citrix, IT Management, Help Desk Support, IIS, VPN, Operating Systems, VMware, Windows XP, DNS, Windows 7, Hardware, Microsoft Exchange, Microsoft SQL Server, Microsoft Certified..., Security, VMware ESX, DHCP
Education
Bethany Theological Seminary 1984 — 1988
MDiv, Divinity
Virginia Tech 1972 — 1976
Bachelor of Science, Sociology
Jeannine Graham, PMP's Raymond James & Associates, Inc Experience October 2000 - April 2005
Job Project Manager at ADP
Industry Information Services
Experience
Automatic Data Processing September 2006 - Present
Hilliard Lyons April 2005 - September 2006
Raymond James & Associates, Inc October 2000 - April 2005
Skills
PeopleSoft, Enterprise Systems, ADP, Requirements Analysis, Budgeting, Analysis, Customer Relations, Planning, PMP, Project Planning, Customer Service, Vendor Management, HRIS, Process Improvement, Employee Benefits, Microsoft SQL Server, Management, Business Process..., Business Analysis, SDLC, Oracle
Education
Florida Southern College 1990 — 1994
BA, Business Administration, Finance
Automatic Data Processing September 2006 - Present
Hilliard Lyons April 2005 - September 2006
Raymond James & Associates, Inc October 2000 - April 2005
Skills
PeopleSoft, Enterprise Systems, ADP, Requirements Analysis, Budgeting, Analysis, Customer Relations, Planning, PMP, Project Planning, Customer Service, Vendor Management, HRIS, Process Improvement, Employee Benefits, Microsoft SQL Server, Management, Business Process..., Business Analysis, SDLC, Oracle
Education
Florida Southern College 1990 — 1994
BA, Business Administration, Finance
Adam Treibic's Raymond James & Associates, Inc Experience December 2003 - September 2005
Job Vice President at First Merchants Corporation
Industry Banking
Experience
First Merchants Corporation September 2005 - Present
Raymond James & Associates, Inc December 2003 - September 2005
Bartholomew Consolidated School Corp. August 1996 - June 2002
Skills
Commercial Banking, Commercial Lending, Banking, Cash Management, Small Business Lending, Credit, Loans, Lines Of Credit, Wealth Management, Insurance, Real Estate, Credit Analysis, Commercial Real Estate, Mortgage Lending, Finance, Financial Analysis
Education
Franklin College 1994 — 1996
Education, Secondary Education
Indiana University Bloomington 1987 — 1990
BA, Economics
First Merchants Corporation September 2005 - Present
Raymond James & Associates, Inc December 2003 - September 2005
Bartholomew Consolidated School Corp. August 1996 - June 2002
Skills
Commercial Banking, Commercial Lending, Banking, Cash Management, Small Business Lending, Credit, Loans, Lines Of Credit, Wealth Management, Insurance, Real Estate, Credit Analysis, Commercial Real Estate, Mortgage Lending, Finance, Financial Analysis
Education
Franklin College 1994 — 1996
Education, Secondary Education
Indiana University Bloomington 1987 — 1990
BA, Economics
Deirdre Bowie's Raymond James & Associates, Inc Experience November 1999 - November 2011
Job Staff Accountant at Accountemps
Industry Financial Services
Experience
Accountemps July 2012 - Present
Raymond James & Associates, Inc November 1999 - November 2011
City of Detroit November 1998 - October 1999
AAA Michigan August 1988 - October 1998
Skills
Data Entry, Typing 50 wpm, Microsoft Office 2007, General Ledger, Spreadsheets, Account Reconciliation, Accounts Receivable, Microsoft Excel, Journal Entries, Accounting, Outlook, Accounts Payable, Microsoft Word, Payments, Finance, Invoicing, Budgets, QuickBooks, Microsoft Office, Analysis, Customer Service, Financial Statements, Time Management, Financial Reporting, PowerPoint, Access, Process Improvement, Training, Insurance, GAAP, Bookkeeping, Bank Reconciliation, Sarbanes-Oxley Act, Balance, Lotus Notes, Accounting Applications
Education
Central Michigan University 2009 — 2012
Master of Science Administration, Information Resource Management
University of Detroit Mercy 1985 — 1992
Bachelor of Arts, Accounting Concentration
Accountemps July 2012 - Present
Raymond James & Associates, Inc November 1999 - November 2011
City of Detroit November 1998 - October 1999
AAA Michigan August 1988 - October 1998
Skills
Data Entry, Typing 50 wpm, Microsoft Office 2007, General Ledger, Spreadsheets, Account Reconciliation, Accounts Receivable, Microsoft Excel, Journal Entries, Accounting, Outlook, Accounts Payable, Microsoft Word, Payments, Finance, Invoicing, Budgets, QuickBooks, Microsoft Office, Analysis, Customer Service, Financial Statements, Time Management, Financial Reporting, PowerPoint, Access, Process Improvement, Training, Insurance, GAAP, Bookkeeping, Bank Reconciliation, Sarbanes-Oxley Act, Balance, Lotus Notes, Accounting Applications
Education
Central Michigan University 2009 — 2012
Master of Science Administration, Information Resource Management
University of Detroit Mercy 1985 — 1992
Bachelor of Arts, Accounting Concentration
Sailesh Desai's Raymond James & Associates, Inc Experience Executive Consultant/ManagerIMR GlobalMay 1997 - July 2003
Job Senior Software Engineer at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc Executive Consultant/ManagerIMR GlobalMay 1997 - July 2003
Education
Coventry University 1988 — 1990
M.Sc, Robotics - Systems and Application
S.V.R College Of Engineering &Technology 1977 — 1982
B.E, Mechanical Engineering
Raymond James & Associates, Inc Executive Consultant/ManagerIMR GlobalMay 1997 - July 2003
Education
Coventry University 1988 — 1990
M.Sc, Robotics - Systems and Application
S.V.R College Of Engineering &Technology 1977 — 1982
B.E, Mechanical Engineering
B. Thompson's Raymond James & Associates, Inc Experience June 1986 - Present
Job Branch Mgr at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc June 1986 - Present
Education
Delta State University 1971 — 1974
Bachelor of Business Administration (B.B.A.)
Raymond James & Associates, Inc June 1986 - Present
Education
Delta State University 1971 — 1974
Bachelor of Business Administration (B.B.A.)
John Lechner's Raymond James & Associates, Inc Experience March 1992 - Present
Job Financial Advisor, Branch Manager at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc March 1992 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Securities, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Financial Advisory, Asset Management, Estate Planning, Investment Strategies, FINRA, Uniform Combined State...
Education
Florida State University - College of Business 1977 — 1979
B.A. Business Management
Raymond James & Associates, Inc March 1992 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Securities, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Financial Advisory, Asset Management, Estate Planning, Investment Strategies, FINRA, Uniform Combined State...
Education
Florida State University - College of Business 1977 — 1979
B.A. Business Management
May Lau's Raymond James & Associates, Inc Experience April 2004 - November 2011
Job Experienced Trader
Industry Financial Services
Experience
Citigroup November 2011 - February 2014
Raymond James & Associates, Inc April 2004 - November 2011
Raymond James & Associates, Inc February 1999 - April 2004
Skills
Series 63, Equities, Securities, Series 7, Trading, Wealth Management, Investment Advisory, Alternative Investments
Education
Baruch College 1990 — 1994
BBA, Finance
Citigroup November 2011 - February 2014
Raymond James & Associates, Inc April 2004 - November 2011
Raymond James & Associates, Inc February 1999 - April 2004
Skills
Series 63, Equities, Securities, Series 7, Trading, Wealth Management, Investment Advisory, Alternative Investments
Education
Baruch College 1990 — 1994
BBA, Finance
Cheryl Alexander's Raymond James & Associates, Inc Experience April 1991 - May 1997
Job AVON Representative/Unit Leader
Industry Cosmetics
Experience
Avon Products October 2006 - Present
Avon Products October 2006 - Present
CreekPointe June 1997 - September 2002
Raymond James & Associates, Inc April 1991 - May 1997
Skills
Cosmetics, Beauty Industry, Fragrance, Skin Care, Merchandising, Personal Care, Direct Sales, Customer Service, Retail, Data Entry, Sales, Social Networking, Recruiting, Marketing, Event Planning, Coaching, Training, Team Building, Telephone Skills
Education
Eckerd College 1986 — 1990
BA, History
Avon Products October 2006 - Present
Avon Products October 2006 - Present
CreekPointe June 1997 - September 2002
Raymond James & Associates, Inc April 1991 - May 1997
Skills
Cosmetics, Beauty Industry, Fragrance, Skin Care, Merchandising, Personal Care, Direct Sales, Customer Service, Retail, Data Entry, Sales, Social Networking, Recruiting, Marketing, Event Planning, Coaching, Training, Team Building, Telephone Skills
Education
Eckerd College 1986 — 1990
BA, History
Susan Ridgeway's Raymond James & Associates, Inc Experience July 2001 - Present
Job Loan Servicer III at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc July 2001 - Present
Raymond James & Associates, Inc July 2001 - Present
U.S Small Business Administration April 1997 - July 2001
Skills
Financial Analysis, Loans, Strategic Financial..., Financial Reporting
Education
Florida State University - College of Business 1991 — 1995
B.S., Finance
Raymond James & Associates, Inc July 2001 - Present
Raymond James & Associates, Inc July 2001 - Present
U.S Small Business Administration April 1997 - July 2001
Skills
Financial Analysis, Loans, Strategic Financial..., Financial Reporting
Education
Florida State University - College of Business 1991 — 1995
B.S., Finance
Lauren Sutherland's Raymond James & Associates, Inc Experience 1997 - 1999
Job Home
Industry Management Consulting
Experience
Egon Zehnder International June 2004 - July 2006
Bank of America 2002 - 2004
Credit Suisse 2001 - 2001
Raymond James & Associates, Inc 1997 - 1999
Education
Columbia Business School 2000 — 2002
MBA
Vanderbilt University 1993 — 1997
BA, Mathematics, Spanish
Egon Zehnder International June 2004 - July 2006
Bank of America 2002 - 2004
Credit Suisse 2001 - 2001
Raymond James & Associates, Inc 1997 - 1999
Education
Columbia Business School 2000 — 2002
MBA
Vanderbilt University 1993 — 1997
BA, Mathematics, Spanish
Jennifer Nyitray's Raymond James & Associates, Inc Experience July 1996 - Present
Job Business Technology Manager at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc July 1996 - Present
Camelot Care Centers, Inc. September 1994 - July 1996
Skills
T-SQL, Microsoft SQL Server, Microsoft CRM, SDLC, SharePoint, SSIS, SSRS, ASP.NET, .NET, VB.NET, Visual Studio, WCF, SQL, Systems Analysis, C#, Business Analysis, Visual Basic, ASP, Software Development, Web Applications, Integration, ASP.NET MVC, VBScript, UML, Software Documentation, COBOL, HTML, CSS, jQuery, IIS, Visio
Education
Purdue University 1988 — 1992
BA, Psychology
Florida Metropolitan University
Raymond James & Associates, Inc July 1996 - Present
Camelot Care Centers, Inc. September 1994 - July 1996
Skills
T-SQL, Microsoft SQL Server, Microsoft CRM, SDLC, SharePoint, SSIS, SSRS, ASP.NET, .NET, VB.NET, Visual Studio, WCF, SQL, Systems Analysis, C#, Business Analysis, Visual Basic, ASP, Software Development, Web Applications, Integration, ASP.NET MVC, VBScript, UML, Software Documentation, COBOL, HTML, CSS, jQuery, IIS, Visio
Education
Purdue University 1988 — 1992
BA, Psychology
Florida Metropolitan University
Conni (Palmetier) McEwen's Raymond James & Associates, Inc Experience February 2003 - May 2005
Job Supervisory Manager at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC October 2012 - Present
Chase Investment Services May 2008 - September 2011
Fidelity Investments May 2005 - May 2008
Raymond James & Associates, Inc February 2003 - May 2005
Prudential Financial 2002 - 2002
Key Ba 1999 - 2002
Education
Indiana Wesleyan University 2000 — 2002
MBA, Business Administration
Ball State University 1990 — 1995
BS, Elementary Education
Klein High School
JP Morgan Securities LLC October 2012 - Present
Chase Investment Services May 2008 - September 2011
Fidelity Investments May 2005 - May 2008
Raymond James & Associates, Inc February 2003 - May 2005
Prudential Financial 2002 - 2002
Key Ba 1999 - 2002
Education
Indiana Wesleyan University 2000 — 2002
MBA, Business Administration
Ball State University 1990 — 1995
BS, Elementary Education
Klein High School
Robert Scopel's Raymond James & Associates, Inc Experience December 1999 - March 2012
Job Operations Management Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Raymond James & Associates, Inc December 1999 - March 2012
Skills
Performance Metrics, Call Centers, Corporate Actions, Reorg, Series 99, Test Cases, User Acceptance Testing, XSP, DTC, Customer Service, Customer Support, Series 63, Operations Management, Relationship Management
Education
Capella University 2005 — 2009
Master of Business Administration (M.B.A.), Marketing
New College of Florida 1995 — 1999
Bachelor of Arts (B.A.), History
Raymond James Financial Inc. April 2012 - Present
Raymond James & Associates, Inc December 1999 - March 2012
Skills
Performance Metrics, Call Centers, Corporate Actions, Reorg, Series 99, Test Cases, User Acceptance Testing, XSP, DTC, Customer Service, Customer Support, Series 63, Operations Management, Relationship Management
Education
Capella University 2005 — 2009
Master of Business Administration (M.B.A.), Marketing
New College of Florida 1995 — 1999
Bachelor of Arts (B.A.), History
Doug Guido's Raymond James & Associates, Inc Experience May 2005 - Present
Job Software Engineer at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc May 2005 - Present
Eckerd July 2000 - April 2005
Software Architects March 2000 - July 2000
Raymond James Financial Inc. December 1997 - March 2000
The Technology Team October 1996 - December 1997
Deca Manufacturing June 1991 - July 1996
Skills
SDLC, SOA, SQL, Requirements Analysis, Visual Studio, Software Development, Visio, Microsoft SQL Server, Agile Methodologies, Testing, SSIS, Integration, C#, .NET, SharePoint, Web Services, ASP.NET, T-SQL, Database Design, Requirements Gathering
Education
California University of Pennsylvania
B.S. Degree in Manufacturing Technology
California University of Pennsylvania
A.S. Degree in Automation Technology, Robotics
Raymond James & Associates, Inc May 2005 - Present
Eckerd July 2000 - April 2005
Software Architects March 2000 - July 2000
Raymond James Financial Inc. December 1997 - March 2000
The Technology Team October 1996 - December 1997
Deca Manufacturing June 1991 - July 1996
Skills
SDLC, SOA, SQL, Requirements Analysis, Visual Studio, Software Development, Visio, Microsoft SQL Server, Agile Methodologies, Testing, SSIS, Integration, C#, .NET, SharePoint, Web Services, ASP.NET, T-SQL, Database Design, Requirements Gathering
Education
California University of Pennsylvania
B.S. Degree in Manufacturing Technology
California University of Pennsylvania
A.S. Degree in Automation Technology, Robotics
Thomas Kirkpatrick's Raymond James & Associates, Inc Experience April 2003 - June 2014
Job Product management
Industry Financial Services
Experience
LPL Financial August 2014 - Present
Folio Dynamix user group 2013 - Present
Raymond James & Associates, Inc April 2003 - June 2014
Charles River Development 2001 - 2003
BondDesk Group LLC 1999 - 2001
Skills
Product Management, Business Analysis, Competitive Analysis, Agile Methodologies, SDLC, Requirements Analysis, Portfolio Management, Requirements Gathering, Product Marketing, Software Project..., Agile Project Management, Analytics, Vendor Management, Cross-functional Team..., Management, Business Requirements, Program Management, Business Intelligence, Financial Services, Integration, IT Strategy, Visio, User Acceptance Testing, Analysis, PMP, Project Management, Strategy, Software Development, Risk Management, Electronic Trading, Relationship Management, Fixed Income, Management Consulting, Systems Analysis, Equities, Change Management, Business Strategy, Leadership, Project Delivery, Series 7, Securities, Business Process..., Pragmatic Marketing...
Education
University of Oklahoma 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
Franklin & Marshall College 1984 — 1988
Bachelor of Arts (B.A.), Business Administration and Management, General
LPL Financial August 2014 - Present
Folio Dynamix user group 2013 - Present
Raymond James & Associates, Inc April 2003 - June 2014
Charles River Development 2001 - 2003
BondDesk Group LLC 1999 - 2001
Skills
Product Management, Business Analysis, Competitive Analysis, Agile Methodologies, SDLC, Requirements Analysis, Portfolio Management, Requirements Gathering, Product Marketing, Software Project..., Agile Project Management, Analytics, Vendor Management, Cross-functional Team..., Management, Business Requirements, Program Management, Business Intelligence, Financial Services, Integration, IT Strategy, Visio, User Acceptance Testing, Analysis, PMP, Project Management, Strategy, Software Development, Risk Management, Electronic Trading, Relationship Management, Fixed Income, Management Consulting, Systems Analysis, Equities, Change Management, Business Strategy, Leadership, Project Delivery, Series 7, Securities, Business Process..., Pragmatic Marketing...
Education
University of Oklahoma 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
Franklin & Marshall College 1984 — 1988
Bachelor of Arts (B.A.), Business Administration and Management, General
jake plunkett's Raymond James & Associates, Inc Experience 2003 - 2012
Job Senior Managing Director at Cadwyn Point Partners LLC
Industry Financial Services
Experience
Cadwyn Point Partners LLC August 2012 - Present
Raymond James & Associates, Inc 2003 - 2012
Goldman Sachs February 1996 - October 2003
Skills
Securities, Fixed Income, Investment Banking, Business Development, Business Strategy, Risk Management, Asset Management, Equities, Hedge Funds, Alternative Investments, Investments, Private Equity, Structured Products, Valuation
Education
College of the Holy Cross 1987 — 1991
Deerfield Academy
Cadwyn Point Partners LLC August 2012 - Present
Raymond James & Associates, Inc 2003 - 2012
Goldman Sachs February 1996 - October 2003
Skills
Securities, Fixed Income, Investment Banking, Business Development, Business Strategy, Risk Management, Asset Management, Equities, Hedge Funds, Alternative Investments, Investments, Private Equity, Structured Products, Valuation
Education
College of the Holy Cross 1987 — 1991
Deerfield Academy
Nathan Hubbartt's Raymond James & Associates, Inc Experience April 2006 - Present
Job Trading Support Associate at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc April 2006 - Present
Education
Eastern Michigan University 2008 — 2011
Master's degree, Accounting
Raymond James & Associates, Inc April 2006 - Present
Education
Eastern Michigan University 2008 — 2011
Master's degree, Accounting
Cherlyn Scott's Raymond James & Associates, Inc Experience 2007 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James & Associates, Inc 2007 - 2012
Tampa's Lowry Park Zoo June 2005 - January 2008
Education
Florida Gulf Coast University 2002 — 2004
Bachelor of Arts (B.A.), Environmental Science
Hillsborough Community College 2000 — 2002
Associate of Arts (A.A.), Veterinary Medicine
Raymond James & Associates, Inc 2007 - 2012
Tampa's Lowry Park Zoo June 2005 - January 2008
Education
Florida Gulf Coast University 2002 — 2004
Bachelor of Arts (B.A.), Environmental Science
Hillsborough Community College 2000 — 2002
Associate of Arts (A.A.), Veterinary Medicine
BayCare Health System
Prime Therapeutics
Skanska USA Building Inc.
TriHealth
Accretive Health
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M-I SWACO
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