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
Ann McDaniel Ann McDaniel's Raymond James & Associates, Inc Experience February 2009 - April 2013
Job Project Manager at Calamos Investments
Industry Financial Services
Experience
Calamos Investments April 2013 - Present
Raymond James & Associates, Inc February 2009 - April 2013
Morgan Stanley Smith Barney December 1999 - February 2009
AmeriBank NA June 1998 - December 1999
Southeast Cancer Network March 1997 - May 1998
Skills
Series 7, Series 9, Series 10, Series 63, Series 66, Registered Paraplanner, Uniform Combined State..., Strategy
Education
University of Alabama 1995 — 1997
Master of Business Administration (MBA), Finance, General
Millikin University 1986 — 1990
Bachelor's Degree, Summa Cum Laude
Calamos Investments April 2013 - Present
Raymond James & Associates, Inc February 2009 - April 2013
Morgan Stanley Smith Barney December 1999 - February 2009
AmeriBank NA June 1998 - December 1999
Southeast Cancer Network March 1997 - May 1998
Skills
Series 7, Series 9, Series 10, Series 63, Series 66, Registered Paraplanner, Uniform Combined State..., Strategy
Education
University of Alabama 1995 — 1997
Master of Business Administration (MBA), Finance, General
Millikin University 1986 — 1990
Bachelor's Degree, Summa Cum Laude
Chris Canzurlo Chris Canzurlo's Raymond James & Associates, Inc Experience September 2010 - December 2010
Job Manager at Mt. Jackson Community Library
Industry Information Services
Experience
Shenandoah Community Fellowship August 2012 - Present
Mt. Jackson Community Library August 2011 - Present
Raymond James & Associates, Inc September 2010 - December 2010
Realogic June 1991 - March 1994
DeCarlo, Paternite and Associates, Inc. (DPAI) September 1988 - June 1991
Skills
Microsoft Word, Public Speaking, Access, Microsoft Excel, Microsoft Office, Business Analysis, Technical Writing, Customer Service, Administrative Work, Manufacturing, Budgets, Sales Management, Project Management
Education
Kent State University 1978 — 1982
BBA, Computer Science and Mgt. Science
Shenandoah Community Fellowship August 2012 - Present
Mt. Jackson Community Library August 2011 - Present
Raymond James & Associates, Inc September 2010 - December 2010
Realogic June 1991 - March 1994
DeCarlo, Paternite and Associates, Inc. (DPAI) September 1988 - June 1991
Skills
Microsoft Word, Public Speaking, Access, Microsoft Excel, Microsoft Office, Business Analysis, Technical Writing, Customer Service, Administrative Work, Manufacturing, Budgets, Sales Management, Project Management
Education
Kent State University 1978 — 1982
BBA, Computer Science and Mgt. Science
Marie Norman Marie Norman's Raymond James & Associates, Inc Experience October 2005 - July 2007
Job Business Data Analyst at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. October 2012 - Present
Computershare July 2007 - October 2012
Raymond James & Associates, Inc October 2005 - July 2007
Comerica Bank January 2003 - September 2004
Skills
Identify and resolve..., Analyze operational..., Process Improvement, Management, Leadership, Finance, Accounts Payable, Internal Audit, Customer Service, Teamwork, Insurance, Financial Statements, Business Analysis, Risk Management
Education
Lawrence Technological University 2013 — 2016
Master of Business Administration (MBA), Global Leadership & Management, 3.8
Indiana Institute of Technology 2008 — 2012
Bachelors in Business Administration, Management, 3.5
Michigan State University 1999 — 2002
Bachelors in Business Administration, Finance
Ally Financial Inc. October 2012 - Present
Computershare July 2007 - October 2012
Raymond James & Associates, Inc October 2005 - July 2007
Comerica Bank January 2003 - September 2004
Skills
Identify and resolve..., Analyze operational..., Process Improvement, Management, Leadership, Finance, Accounts Payable, Internal Audit, Customer Service, Teamwork, Insurance, Financial Statements, Business Analysis, Risk Management
Education
Lawrence Technological University 2013 — 2016
Master of Business Administration (MBA), Global Leadership & Management, 3.8
Indiana Institute of Technology 2008 — 2012
Bachelors in Business Administration, Management, 3.5
Michigan State University 1999 — 2002
Bachelors in Business Administration, Finance
Diane Nilo Diane Nilo's Raymond James & Associates, Inc Experience September 2005 - Present
Job Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc September 2005 - Present
Skills
Portfolio Management, Business Development, Finance, Project Management, Leadership, Financial Services, New Business Development, Mutual Funds, Equities, Relationship Management, Financial Modeling, Mergers & Acquisitions, Valuation, Strategy, Risk Management, CRM
Education
Michigan State University 1980 — 1983
Bachelor of Arts (B.A.), Telecommunications Management
Waterford Kettering High School 1977 — 1980
Raymond James & Associates, Inc September 2005 - Present
Skills
Portfolio Management, Business Development, Finance, Project Management, Leadership, Financial Services, New Business Development, Mutual Funds, Equities, Relationship Management, Financial Modeling, Mergers & Acquisitions, Valuation, Strategy, Risk Management, CRM
Education
Michigan State University 1980 — 1983
Bachelor of Arts (B.A.), Telecommunications Management
Waterford Kettering High School 1977 — 1980
Mark Rockower Mark Rockower's Raymond James & Associates, Inc Experience February 1999 - Present
Job Financial Advisor at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James and Associates, Inc February 1999 - Present
Raymond James & Associates, Inc February 1999 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Financial...
Education
Salem State University 1981 — 1985
Business Administration and Management, General
Northeastern University 1979 — 1980
Raymond James and Associates, Inc February 1999 - Present
Raymond James & Associates, Inc February 1999 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Financial...
Education
Salem State University 1981 — 1985
Business Administration and Management, General
Northeastern University 1979 — 1980
Stacey Serafini Pittman, CFA, CFP® Stacey Serafini Pittman, CFA, CFP®'s Raymond James & Associates, Inc Experience July 1997 - July 1999
Job Managing Director, BT Wealth Advisors at The Bank of Tampa
Industry Financial Services
Experience
The Bank of Tampa August 2015 - Present
The Bank of Tampa June 2014 - Present
Eagle Asset Management July 1999 - October 2013
Raymond James & Associates, Inc July 1997 - July 1999
Skills
Hedge Funds, Portfolio Management, Equity Research, Investment Banking, Equities, Investment Strategies, Series 7, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Securities, Series 63, Capital, Investment Management
Education
Harvard University 1993 — 1997
Bachelor of Arts (BA), Government
Ely High School
The Bank of Tampa August 2015 - Present
The Bank of Tampa June 2014 - Present
Eagle Asset Management July 1999 - October 2013
Raymond James & Associates, Inc July 1997 - July 1999
Skills
Hedge Funds, Portfolio Management, Equity Research, Investment Banking, Equities, Investment Strategies, Series 7, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Securities, Series 63, Capital, Investment Management
Education
Harvard University 1993 — 1997
Bachelor of Arts (BA), Government
Ely High School
Blake Schill Blake Schill's Raymond James & Associates, Inc Experience January 2010 - May 2010
Job Broker at Schill Insurance Group
Industry Insurance
Experience
Schill Insurance Group July 2012 - Present
Schill Landscape Group March 1998 - Present
Saint Michael's College August 2012 - January 2015
Unum May 2011 - June 2012
Raymond James & Associates, Inc January 2010 - May 2010
Skills
Employee Benefits, Investments, Strategic Planning, Coaching, Sales, Player Development, Strategic Financial..., Recruiting, Analysis, Microsoft Excel, CRM, Fundraising, Public Speaking, Customer Service, Marketing, Social Media
Education
Saint Michael's College 2007 — 2011
Business Administration, Finance
Worcester Academy 2006 — 2007
Essex High School
Schill Insurance Group July 2012 - Present
Schill Landscape Group March 1998 - Present
Saint Michael's College August 2012 - January 2015
Unum May 2011 - June 2012
Raymond James & Associates, Inc January 2010 - May 2010
Skills
Employee Benefits, Investments, Strategic Planning, Coaching, Sales, Player Development, Strategic Financial..., Recruiting, Analysis, Microsoft Excel, CRM, Fundraising, Public Speaking, Customer Service, Marketing, Social Media
Education
Saint Michael's College 2007 — 2011
Business Administration, Finance
Worcester Academy 2006 — 2007
Essex High School
Bick Remmey Bick Remmey's Raymond James & Associates, Inc Experience June 2008 - August 2008
Job Director Business Development at INC Research
Industry Pharmaceuticals
Experience
INC Research April 2015 - Present
Theorem Clinical Research June 2013 - April 2015
Theorem Clinical Research October 2012 - June 2013
Waste Management, Inc. May 2011 - October 2012
The Abbey Company January 2011 - April 2011
The Abbey Company January 2010 - January 2011
The Abbey Company June 2009 - January 2010
Raymond James & Associates, Inc June 2008 - August 2008
Skills
Contract Negotiation, Asset Managment, Budgets, Real Estate, Negotiation, Leadership, Customer Service, Management, Strategic Planning, Project Management, Microsoft Excel, Property Management, Microsoft Word, Microsoft Office, Advertising, PowerPoint, Team Leadership, Account Management, Sales, Risk Management, Business Planning, Marketing Strategy, Business Development, Selling, Time Management, Forecasting, New Business Development, Salesforce.com, Team Building, Sales Operations, Marketing, Cold Calling, Sales Presentations, CRM, Market Research, Sales Management, Training, Sales Process, B2B, Cross-functional Team...
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Business Economics
University of California, Los Angeles 2009 — 2010
Real Estate
Council Rock
Tasis England 2001 — 2003
INC Research April 2015 - Present
Theorem Clinical Research June 2013 - April 2015
Theorem Clinical Research October 2012 - June 2013
Waste Management, Inc. May 2011 - October 2012
The Abbey Company January 2011 - April 2011
The Abbey Company January 2010 - January 2011
The Abbey Company June 2009 - January 2010
Raymond James & Associates, Inc June 2008 - August 2008
Skills
Contract Negotiation, Asset Managment, Budgets, Real Estate, Negotiation, Leadership, Customer Service, Management, Strategic Planning, Project Management, Microsoft Excel, Property Management, Microsoft Word, Microsoft Office, Advertising, PowerPoint, Team Leadership, Account Management, Sales, Risk Management, Business Planning, Marketing Strategy, Business Development, Selling, Time Management, Forecasting, New Business Development, Salesforce.com, Team Building, Sales Operations, Marketing, Cold Calling, Sales Presentations, CRM, Market Research, Sales Management, Training, Sales Process, B2B, Cross-functional Team...
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Business Economics
University of California, Los Angeles 2009 — 2010
Real Estate
Council Rock
Tasis England 2001 — 2003
BIll Konrad, MBA BIll Konrad, MBA's Raymond James & Associates, Inc Experience November 2007 - Present
Job Financial Support Analyst at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc November 2007 - Present
American General Finance July 2006 - April 2007
Skills
Investments, Loans, Portfolio Management, Series 7, Mortgage Lending, Credit, Financial Analysis, Finance, Credit Analysis, Series 63
Education
Webster University 2008 — 2010
Master of Business Administration (M.B.A.)
Stetson University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond James & Associates, Inc November 2007 - Present
American General Finance July 2006 - April 2007
Skills
Investments, Loans, Portfolio Management, Series 7, Mortgage Lending, Credit, Financial Analysis, Finance, Credit Analysis, Series 63
Education
Webster University 2008 — 2010
Master of Business Administration (M.B.A.)
Stetson University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Josh Pincus Josh Pincus's Raymond James & Associates, Inc Experience November 2011 - February 2014
Job Business Development @ Amazon
Industry Internet
Experience
Amazon June 2015 - Present
Yelp June 2014 - June 2015
Raymond James & Associates, Inc November 2011 - February 2014
Blind Wink Productions September 2008 - October 2011
Cowen and Company July 2004 - December 2006
Skills
Financial Modeling, Valuation, Project Management, New Business Generation, Writing, Mergers, Mergers & Acquisitions, Corporate Finance, IPO, Investment Banking, Investments, Private Placements, Corporate Development, Private Equity, Venture Capital, Strategy, M&A experience, Due Diligence, Equities, Capital Markets, Business Development
Education
Georgetown University 2000 — 2004
BS/BA, Finance & Intenational Business
St. Mark's School of Texas 1997 — 2000
High School
Amazon June 2015 - Present
Yelp June 2014 - June 2015
Raymond James & Associates, Inc November 2011 - February 2014
Blind Wink Productions September 2008 - October 2011
Cowen and Company July 2004 - December 2006
Skills
Financial Modeling, Valuation, Project Management, New Business Generation, Writing, Mergers, Mergers & Acquisitions, Corporate Finance, IPO, Investment Banking, Investments, Private Placements, Corporate Development, Private Equity, Venture Capital, Strategy, M&A experience, Due Diligence, Equities, Capital Markets, Business Development
Education
Georgetown University 2000 — 2004
BS/BA, Finance & Intenational Business
St. Mark's School of Texas 1997 — 2000
High School
Andrew Simmons Andrew Simmons's Raymond James & Associates, Inc Experience May 2001 - August 2002
Job Investment Banking & Capital Markets at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2015 - Present
SunTrust Robinson Humphrey 2012 - 2015
Morgan Keegan & Company 2011 - 2012
Bank of America 2010 - 2011
Merrill Lynch 2009 - 2009
Merrill Lynch 2005 - 2008
MCI, Inc. 2003 - 2005
GE Power & Water 2002 - 2003
Raymond James & Associates, Inc May 2001 - August 2002
Skills
Capital IQ, Finance, MS Office Suite, Zephyr Style Advisor, Factset, Bloomberg Terminal, Financial Analysis, Oracle PL/SQL, Monte Carlo Simulation, DCF Valuation, Internal Rate of Return..., NPV Analysis, LBO Analysis, Alternative Investment..., Accretion/dilution, Private Equity, Hedge Funds, REIT, Commercial Real Estate..., High Yield Bonds, Leveraged Finance, Leveraged Lending, Mergers & Acquisitions, Managed Futures, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance, Private Equity
Mississippi State University 1997 — 2001
BBA, Banking and Finance
Wells Fargo Securities 2015 - Present
SunTrust Robinson Humphrey 2012 - 2015
Morgan Keegan & Company 2011 - 2012
Bank of America 2010 - 2011
Merrill Lynch 2009 - 2009
Merrill Lynch 2005 - 2008
MCI, Inc. 2003 - 2005
GE Power & Water 2002 - 2003
Raymond James & Associates, Inc May 2001 - August 2002
Skills
Capital IQ, Finance, MS Office Suite, Zephyr Style Advisor, Factset, Bloomberg Terminal, Financial Analysis, Oracle PL/SQL, Monte Carlo Simulation, DCF Valuation, Internal Rate of Return..., NPV Analysis, LBO Analysis, Alternative Investment..., Accretion/dilution, Private Equity, Hedge Funds, REIT, Commercial Real Estate..., High Yield Bonds, Leveraged Finance, Leveraged Lending, Mergers & Acquisitions, Managed Futures, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance, Private Equity
Mississippi State University 1997 — 2001
BBA, Banking and Finance
Sarah Masi Sarah Masi's Raymond James & Associates, Inc Experience September 2008 - June 2013
Job Education Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2013 - Present
Raymond James & Associates, Inc September 2008 - June 2013
Big Brothers Big Sisters of Pinellas County April 2006 - January 2008
Capital One January 1997 - January 2006
Skills
SDLC, Business Analysis, Visio, Process Improvement, Risk Management, Vendor Management, Program Management, Portfolio Management, Financial Analysis, PMP, Requirements Analysis, PMO, SharePoint, Project Management, Business Process, Project Portfolio...
Education
St. Petersburg College 2009 — 2014
Bachelor of Science (B.S.), Educational Studies
Raymond James Financial Inc. June 2013 - Present
Raymond James & Associates, Inc September 2008 - June 2013
Big Brothers Big Sisters of Pinellas County April 2006 - January 2008
Capital One January 1997 - January 2006
Skills
SDLC, Business Analysis, Visio, Process Improvement, Risk Management, Vendor Management, Program Management, Portfolio Management, Financial Analysis, PMP, Requirements Analysis, PMO, SharePoint, Project Management, Business Process, Project Portfolio...
Education
St. Petersburg College 2009 — 2014
Bachelor of Science (B.S.), Educational Studies
Trey D. Curtis,CFP®'s Raymond James & Associates, Inc Experience January 2003 - September 2011
Job Argent Investing Services, Inc
Industry Financial Services
Experience
Argent Advisors, Inc October 2011 - Present
Raymond James & Associates, Inc January 2003 - September 2011
Raymond James Financial Services @ Progressive Bank June 2000 - September 2011
Skills
Series 7, Retirement Planning, Investments, Wealth Management, Financial Analysis, Strategic Financial..., Investment Advisory, Retirement, Portfolio Management, Asset Allocation, Banking
Education
Louisiana Tech University 1989 — 1991
Accounting, Accounting, Finance
Minden High School 1985 — 1987
Argent Advisors, Inc October 2011 - Present
Raymond James & Associates, Inc January 2003 - September 2011
Raymond James Financial Services @ Progressive Bank June 2000 - September 2011
Skills
Series 7, Retirement Planning, Investments, Wealth Management, Financial Analysis, Strategic Financial..., Investment Advisory, Retirement, Portfolio Management, Asset Allocation, Banking
Education
Louisiana Tech University 1989 — 1991
Accounting, Accounting, Finance
Minden High School 1985 — 1987
Collin Berndt Collin Berndt's Raymond James & Associates, Inc Experience June 2011 - August 2011
Job Associate at Strategy&, part of the PwC network (Formerly Booz & Company)
Industry Management Consulting
Experience
Strategy&, part of the PwC network (Formerly Booz & Company) July 2015 - Present
Aetna May 2014 - June 2015
Aetna September 2012 - May 2014
Raymond James & Associates, Inc June 2011 - August 2011
University of Vermont August 2010 - December 2010
Skills
Management Consulting, Bloomberg, Project Management, Relational Databases, Market Intelligence, Banking, Analytics, Business Case Modelling, Budget Models, Due Diligence, Competitive Intelligence, VBA, SQL, Crystal Reports
Education
University of Vermont 2008 — 2012
Business, Finance
Qingdao University 2011 — 2011
Undergraduate, Doing Business in China
Universitat Pompeu Fabra 2010 — 2010
Undergraduate, Finance
Don Bosco Preparatory 2004 — 2008
High School
Strategy&, part of the PwC network (Formerly Booz & Company) July 2015 - Present
Aetna May 2014 - June 2015
Aetna September 2012 - May 2014
Raymond James & Associates, Inc June 2011 - August 2011
University of Vermont August 2010 - December 2010
Skills
Management Consulting, Bloomberg, Project Management, Relational Databases, Market Intelligence, Banking, Analytics, Business Case Modelling, Budget Models, Due Diligence, Competitive Intelligence, VBA, SQL, Crystal Reports
Education
University of Vermont 2008 — 2012
Business, Finance
Qingdao University 2011 — 2011
Undergraduate, Doing Business in China
Universitat Pompeu Fabra 2010 — 2010
Undergraduate, Finance
Don Bosco Preparatory 2004 — 2008
High School
Justin Albert, CFA Justin Albert, CFA's Raymond James & Associates, Inc Experience 2011 - 2014
Job Investment Analyst at Legion Partners
Industry Investment Management
Experience
Legion Partners 2014 - Present
Raymond James & Associates, Inc 2011 - 2014
Skills
Equity Valuation, Valuation Modeling, Investments, Activism, Financial Modeling, Equity Research, Corporate Governance, Portfolio Management, Asset Management, Investment Management, Hedge Funds, Oil & Gas Exploration, Energy Industry, Return on Investment
Education
John Carroll University
BSBA, Finance
University of Pittsburgh - Joseph M. Katz Graduate School of Business
M.B.A., Finance
Legion Partners 2014 - Present
Raymond James & Associates, Inc 2011 - 2014
Skills
Equity Valuation, Valuation Modeling, Investments, Activism, Financial Modeling, Equity Research, Corporate Governance, Portfolio Management, Asset Management, Investment Management, Hedge Funds, Oil & Gas Exploration, Energy Industry, Return on Investment
Education
John Carroll University
BSBA, Finance
University of Pittsburgh - Joseph M. Katz Graduate School of Business
M.B.A., Finance
Douglas Circle Douglas Circle's Raymond James & Associates, Inc Experience November 2006 - January 2013
Job Graphic/Web Designer at Checkers Drive In Restaurants, Inc.
Industry Financial Services
Experience
Checkers Drive In Restaurants, Inc. June 2014 - Present
DC Design June 1998 - Present
Raymond James & Associates, Inc November 2006 - January 2013
Big3 Records July 2004 - May 2006
BreeZe Products, Inc. August 2001 - June 2004
Internet Outpost Cafe August 1998 - November 2001
Site Dynamics September 1997 - August 1998
Kinetoscope August 1996 - September 1997
Skills
Adobe Creative Suite, Photoshop, Illustrator, Logo Design, Design logos, Web Design, Web Development, Website Development, Wordpress, PSD to Wordpress, Tumblr, Dreamweaver, Flash, PHP, phpMyAdmin, MySQL, HTML, Mac, Corporate Identity, Layout, Packaging, User Interface Design, Graphics, Art, Creative Direction, Corporate Branding, Art Direction, Branding, HTML 5, CSS, Graphic Design, InDesign, Brand Development, Google Analytics, Creative Strategy, Advertising, Illustration, Posters, Photography, Online Marketing, Digital Marketing, Digital Photography, Mobile Applications, Social Media, Image Manipulation, Branding & Identity, Direct Mail, User Experience
Education
St. Petersburg College
Fine/Studio Arts, General
Checkers Drive In Restaurants, Inc. June 2014 - Present
DC Design June 1998 - Present
Raymond James & Associates, Inc November 2006 - January 2013
Big3 Records July 2004 - May 2006
BreeZe Products, Inc. August 2001 - June 2004
Internet Outpost Cafe August 1998 - November 2001
Site Dynamics September 1997 - August 1998
Kinetoscope August 1996 - September 1997
Skills
Adobe Creative Suite, Photoshop, Illustrator, Logo Design, Design logos, Web Design, Web Development, Website Development, Wordpress, PSD to Wordpress, Tumblr, Dreamweaver, Flash, PHP, phpMyAdmin, MySQL, HTML, Mac, Corporate Identity, Layout, Packaging, User Interface Design, Graphics, Art, Creative Direction, Corporate Branding, Art Direction, Branding, HTML 5, CSS, Graphic Design, InDesign, Brand Development, Google Analytics, Creative Strategy, Advertising, Illustration, Posters, Photography, Online Marketing, Digital Marketing, Digital Photography, Mobile Applications, Social Media, Image Manipulation, Branding & Identity, Direct Mail, User Experience
Education
St. Petersburg College
Fine/Studio Arts, General
Charles Stanton, WMS® Charles Stanton, WMS®'s Raymond James & Associates, Inc Experience May 2011 - May 2014
Job Trading Specialist for Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. May 2014 - January 2015
Raymond James & Associates, Inc May 2011 - May 2014
Federal Express August 2006 - May 2011
Skills
Logistics, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Finance, Outlook, Inventory Management, Business Planning, Insurance, Call Centers, Customer Satisfaction, Series 7, Equity Trading, Mutual Funds, Fixed Income, Wealth Management
Education
St. Petersburg College
Business and Personal/Financial Services Marketing Operations
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. May 2014 - January 2015
Raymond James & Associates, Inc May 2011 - May 2014
Federal Express August 2006 - May 2011
Skills
Logistics, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Finance, Outlook, Inventory Management, Business Planning, Insurance, Call Centers, Customer Satisfaction, Series 7, Equity Trading, Mutual Funds, Fixed Income, Wealth Management
Education
St. Petersburg College
Business and Personal/Financial Services Marketing Operations
Franko Salvatore Franko Salvatore's Raymond James & Associates, Inc Experience June 2008 - March 2009
Job Customer Support Specialist at Ticketfly
Industry Package/Freight Delivery
Experience
Ticketfly July 2014 - Present
CEVA Trade Services July 2011 - November 2013
Ceva Logistics October 2010 - July 2011
Ceva Logistics April 2010 - October 2010
Ballard Designs July 2007 - October 2009
Raymond James & Associates, Inc June 2008 - March 2009
Skills
Inventory Management, Forecasting, Customer Service, Purchasing, Outlook, Strategic Planning, MRP, Data Analysis, Hiring Personnel, 3PL, Inventory Analysis, Accounts Receivable, Accounts Payable, Analysis, Supply Chain, Management, Marketing, Retail, Sales, Software Documentation
Education
St. Petersburg College 2005 — 2007
University of South Florida 2004 — 2006
Ticketfly July 2014 - Present
CEVA Trade Services July 2011 - November 2013
Ceva Logistics October 2010 - July 2011
Ceva Logistics April 2010 - October 2010
Ballard Designs July 2007 - October 2009
Raymond James & Associates, Inc June 2008 - March 2009
Skills
Inventory Management, Forecasting, Customer Service, Purchasing, Outlook, Strategic Planning, MRP, Data Analysis, Hiring Personnel, 3PL, Inventory Analysis, Accounts Receivable, Accounts Payable, Analysis, Supply Chain, Management, Marketing, Retail, Sales, Software Documentation
Education
St. Petersburg College 2005 — 2007
University of South Florida 2004 — 2006
Matt Mendenhall Matt Mendenhall's Raymond James & Associates, Inc Experience July 2012 - November 2013
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley December 2013 - July 2015
Raymond James & Associates, Inc July 2012 - November 2013
Education
Georgetown University 2008 — 2012
BSBA, Finance
The Bishop's School 2004 — 2008
Morgan Stanley August 2015 - Present
Morgan Stanley December 2013 - July 2015
Raymond James & Associates, Inc July 2012 - November 2013
Education
Georgetown University 2008 — 2012
BSBA, Finance
The Bishop's School 2004 — 2008
Kristi Jordan's Raymond James & Associates, Inc Experience March 2006 - March 2009
Job Client Services Administrator
Industry Investment Management
Experience
D. R. Saur Financial February 2014 - December 2014
Raymond James & Associates, Inc March 2006 - March 2009
Edward Jones June 1992 - March 2006
Skills
Customer Service, Microsoft Excel, Microsoft Office, Outlook, Public Speaking, Event Planning, PowerPoint, Microsoft Word, Team Building, Redtail Technology, Notary Public - State..., Time Management
Education
Southeastern Oklahoma State University 1995 — 1996
Legal
Grayson County Community College 1993 — 1995
AAS, Paralegal Studies
D. R. Saur Financial February 2014 - December 2014
Raymond James & Associates, Inc March 2006 - March 2009
Edward Jones June 1992 - March 2006
Skills
Customer Service, Microsoft Excel, Microsoft Office, Outlook, Public Speaking, Event Planning, PowerPoint, Microsoft Word, Team Building, Redtail Technology, Notary Public - State..., Time Management
Education
Southeastern Oklahoma State University 1995 — 1996
Legal
Grayson County Community College 1993 — 1995
AAS, Paralegal Studies
Megan DeGrass's Raymond James & Associates, Inc Experience July 2008 - Present
Job Director at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc July 2008 - Present
UBS Investment Bank April 2004 - June 2008
Advest, Inc. 1996 - 2004
MassDevelopment 1994 - 1996
Skills
Fixed Income, Investment Banking, Series 7, Bonds
Education
Simmons College
BA, Economics, French
Raymond James & Associates, Inc July 2008 - Present
UBS Investment Bank April 2004 - June 2008
Advest, Inc. 1996 - 2004
MassDevelopment 1994 - 1996
Skills
Fixed Income, Investment Banking, Series 7, Bonds
Education
Simmons College
BA, Economics, French
Elizabeth DeStephens, P.E. Elizabeth DeStephens, P.E.'s Raymond James & Associates, Inc Experience August 2011 - January 2012
Job VP Reserves & Corporate Development at California Resources Corporation
Industry Oil & Energy
Experience
California Resources Corporation (OXY Spinoff) September 2014 - Present
Classroom Champions June 2011 - Present
Oxy January 2012 - August 2014
Raymond James & Associates, Inc August 2011 - January 2012
Ryder Scott August 2006 - August 2011
ExxonMobil June 2003 - August 2006
GE Energy September 2000 - August 2002
Skills
ARIES, PHDWin, PEEP,...
Education
Massachusetts Institute of Technology 2013 — 2015
Master of Business Administration (MBA)
University of Houston
M.Eng., Petroleum Engineering
University of Florida
B.S., Materials Engineering, Business Minor
North Carolina School of Science and Mathematics
High School
California Resources Corporation (OXY Spinoff) September 2014 - Present
Classroom Champions June 2011 - Present
Oxy January 2012 - August 2014
Raymond James & Associates, Inc August 2011 - January 2012
Ryder Scott August 2006 - August 2011
ExxonMobil June 2003 - August 2006
GE Energy September 2000 - August 2002
Skills
ARIES, PHDWin, PEEP,...
Education
Massachusetts Institute of Technology 2013 — 2015
Master of Business Administration (MBA)
University of Houston
M.Eng., Petroleum Engineering
University of Florida
B.S., Materials Engineering, Business Minor
North Carolina School of Science and Mathematics
High School
Wade Slaghuis, MBA's Raymond James & Associates, Inc Experience August 2007 - December 2007
Job Portfolio Manager at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank June 2009 - Present
Raymond James & Associates, Inc August 2007 - December 2007
Skills
Microsoft Excel, Risk Management, Financial Analysis, Credit, Social Media Marketing, Analytics, Customer Service, Leadership, Forecasting, Financial Statement..., Process Improvement, Portfolio Management, Data Analysis, Sales, Asset Management, Business Analysis, Project Management, Culture Change, Loans, Banking, Credit Analysis, Finance
Education
Grand Valley State University
Master of Business Administration (MBA)
Grand Valley State University
Bachelor of Business Administration, Finance
Fifth Third Bank June 2009 - Present
Raymond James & Associates, Inc August 2007 - December 2007
Skills
Microsoft Excel, Risk Management, Financial Analysis, Credit, Social Media Marketing, Analytics, Customer Service, Leadership, Forecasting, Financial Statement..., Process Improvement, Portfolio Management, Data Analysis, Sales, Asset Management, Business Analysis, Project Management, Culture Change, Loans, Banking, Credit Analysis, Finance
Education
Grand Valley State University
Master of Business Administration (MBA)
Grand Valley State University
Bachelor of Business Administration, Finance
Ashley Wehse's Raymond James & Associates, Inc Experience December 2006 - June 2007
Job
Industry Marketing and Advertising
Experience
Catalina Marketing August 2012 - Present
Flamestone American Grill November 2010 - August 2012
Internship August 2011 - December 2011
Internship May 2009 - October 2010
Raymond James & Associates, Inc December 2006 - June 2007
Right Way Floor Covering, Inc. November 2002 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Photoshop, Illustrator, Customer Service, Research, Proofreading, Writing, Teaching, Speech Coaching, Musical Theatre, Windows, Mac, English
Education
St. Petersburg College 2003 — 2005
Associate of Arts (AA), Business Administration, 4.0
University of Tampa
Pursuing BS Degree in Communications, Marketing, Advertising, and Graphic Arts, 4.0
Catalina Marketing August 2012 - Present
Flamestone American Grill November 2010 - August 2012
Internship August 2011 - December 2011
Internship May 2009 - October 2010
Raymond James & Associates, Inc December 2006 - June 2007
Right Way Floor Covering, Inc. November 2002 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Photoshop, Illustrator, Customer Service, Research, Proofreading, Writing, Teaching, Speech Coaching, Musical Theatre, Windows, Mac, English
Education
St. Petersburg College 2003 — 2005
Associate of Arts (AA), Business Administration, 4.0
University of Tampa
Pursuing BS Degree in Communications, Marketing, Advertising, and Graphic Arts, 4.0
Dwane Johnson Dwane Johnson's Raymond James & Associates, Inc Experience March 2007 - December 2013
Job #1 Talent Scout
Industry Staffing and Recruiting
Experience
K2 Executive Search December 2014 - Present
The Derby Agency April 2014 - Present
Raymond James & Associates, Inc March 2007 - December 2013
Skills
Recruiting, Staffing Services, Talent Acquisition, Job Placements
Education
Marshall University 1987 — 1993
BA and MPA, International Studies and Public/Business Administration
K2 Executive Search December 2014 - Present
The Derby Agency April 2014 - Present
Raymond James & Associates, Inc March 2007 - December 2013
Skills
Recruiting, Staffing Services, Talent Acquisition, Job Placements
Education
Marshall University 1987 — 1993
BA and MPA, International Studies and Public/Business Administration
Aaron Tove-White Aaron Tove-White's Raymond James & Associates, Inc Experience June 2008 - December 2008
Job Senior Associate, Investment Research at CAPTRUST
Industry Financial Services
Experience
CAPTRUST March 2011 - Present
Lincoln Financial Group April 2010 - November 2010
Raymond James & Associates, Inc June 2008 - December 2008
Skills
Investments, Financial Analysis, Asset Management, Financial Modeling, Mutual Funds, Data Analysis, Microsoft Excel, Series 7, Portfolio Management, Microsoft Office, PowerPoint, Asset Allocation, Series 63, Access, Wealth Management
Education
North Carolina State University - College of Management 2006 — 2010
B.S., Finance
Athens Drive High School 2003 — 2006
CAPTRUST March 2011 - Present
Lincoln Financial Group April 2010 - November 2010
Raymond James & Associates, Inc June 2008 - December 2008
Skills
Investments, Financial Analysis, Asset Management, Financial Modeling, Mutual Funds, Data Analysis, Microsoft Excel, Series 7, Portfolio Management, Microsoft Office, PowerPoint, Asset Allocation, Series 63, Access, Wealth Management
Education
North Carolina State University - College of Management 2006 — 2010
B.S., Finance
Athens Drive High School 2003 — 2006
John D. Lambert John D. Lambert's Raymond James & Associates, Inc Experience July 1997 - February 2001
Job Chairman Rotherham Trust S.A.
Industry Investment Banking
Experience
Rotherham Intenational - Rotherham Global Macro Fund November 2004 - Present
Rotherham Trust S.A. January 2001 - Present
Raymond James & Associates, Inc July 1997 - February 2001
Credit Suisse October 1985 - July 1991
J.P. Morgan February 1982 - March 1985
Skills
Hedge Funds, Alternative Investments, Investments, Investment Banking, Portfolio Management, Trading, Corporate Finance, Capital Markets, Valuation, Structured Products, Strategy, Fundraising, Entrepreneurship, Financial Engineering, Commodity, Bonds, Venture Capital, Mutual Funds, Funding, Financial Structuring, Private Equity, Investor Relations, Corporate Development, Mergers & Acquisitions, Due Diligence, Equities, FX Options, Asset Management, Emerging Markets, Financial Risk, Bloomberg, Investment Management, Trading Strategies, Technical Analysis, Structured Finance, IPO, Leveraged Finance, Private Placements, Investment Strategies, Fundraiser..., Financial Modeling, Fixed Income, Live Video Streaming, Digital Strategy, Music Production, Concert Production
Education
University of Windsor 1977 — 1978
Honors Bachelor of Com., Finance & Statistical Methods
Queen's University 1973 — 1976
B.A., Economics
Canadian Junior College - Lausanne, Switzerland 1972 — 1973
Ridley College 1968 — 1972
Rotherham Intenational - Rotherham Global Macro Fund November 2004 - Present
Rotherham Trust S.A. January 2001 - Present
Raymond James & Associates, Inc July 1997 - February 2001
Credit Suisse October 1985 - July 1991
J.P. Morgan February 1982 - March 1985
Skills
Hedge Funds, Alternative Investments, Investments, Investment Banking, Portfolio Management, Trading, Corporate Finance, Capital Markets, Valuation, Structured Products, Strategy, Fundraising, Entrepreneurship, Financial Engineering, Commodity, Bonds, Venture Capital, Mutual Funds, Funding, Financial Structuring, Private Equity, Investor Relations, Corporate Development, Mergers & Acquisitions, Due Diligence, Equities, FX Options, Asset Management, Emerging Markets, Financial Risk, Bloomberg, Investment Management, Trading Strategies, Technical Analysis, Structured Finance, IPO, Leveraged Finance, Private Placements, Investment Strategies, Fundraiser..., Financial Modeling, Fixed Income, Live Video Streaming, Digital Strategy, Music Production, Concert Production
Education
University of Windsor 1977 — 1978
Honors Bachelor of Com., Finance & Statistical Methods
Queen's University 1973 — 1976
B.A., Economics
Canadian Junior College - Lausanne, Switzerland 1972 — 1973
Ridley College 1968 — 1972
David Kunst's Raymond James & Associates, Inc Experience 2007 - 2010
Job Senior Manager, Product Operations at Groupon
Industry Internet
Experience
Groupon 2013 - Present
Groupon 2012 - 2013
Adams Street Partners 2010 - 2012
Raymond James & Associates, Inc 2007 - 2010
Education
Harvard University
AB, Economics
Groupon 2013 - Present
Groupon 2012 - 2013
Adams Street Partners 2010 - 2012
Raymond James & Associates, Inc 2007 - 2010
Education
Harvard University
AB, Economics
Dennis Bowne Dennis Bowne's Raymond James & Associates, Inc Experience September 2010 - September 2012
Job Managing Director at CapTech
Industry Information Technology and Services
Experience
CapTech Ventures November 2005 - Present
CarMax May 2015 - June 2015
Capital One September 2012 - June 2015
Comcast September 2012 - February 2013
Performance Food Group September 2012 - January 2013
Raymond James & Associates, Inc September 2010 - September 2012
Capital One 2006 - September 2010
Dominion 2008 - 2008
US Treasury 2006 - 2006
TLA Associates January 2003 - October 2005
Skills
Scrum, SDLC, SharePoint, Information Architecture, Interaction Design, Project Management, Account Management, Web Development, Program Management, Cross-functional Team..., Change Management, Leadership, Management, Analysis, Agile Methodologies, Data Warehousing, Strategy, Business Development
Education
James Madison University 1994 — 1998
James Madison University
CapTech Ventures November 2005 - Present
CarMax May 2015 - June 2015
Capital One September 2012 - June 2015
Comcast September 2012 - February 2013
Performance Food Group September 2012 - January 2013
Raymond James & Associates, Inc September 2010 - September 2012
Capital One 2006 - September 2010
Dominion 2008 - 2008
US Treasury 2006 - 2006
TLA Associates January 2003 - October 2005
Skills
Scrum, SDLC, SharePoint, Information Architecture, Interaction Design, Project Management, Account Management, Web Development, Program Management, Cross-functional Team..., Change Management, Leadership, Management, Analysis, Agile Methodologies, Data Warehousing, Strategy, Business Development
Education
James Madison University 1994 — 1998
James Madison University
Blaine Masters Blaine Masters's Raymond James & Associates, Inc Experience September 2011 - June 2012
Job Sr. Business Analyst at Catalina Marketing
Industry Information Technology and Services
Experience
Catalina Marketing July 2014 - Present
Discovery Communications May 2014 - July 2014
SRA International June 2012 - April 2014
Raymond James & Associates, Inc September 2011 - June 2012
Tampa Electric March 2011 - September 2011
SRA International December 2010 - March 2011
U.S. Navy - Sierra Management & Technologies Inc. October 2010 - December 2010
Deloitte Consulting August 2008 - October 2010
Motricity April 2007 - April 2008
Plateau Systems 2005 - 2007
Skills
Requirements Management, Business Process..., Project Management, SDLC, Business Analysis, Visio, User Acceptance Testing, Business Process Design, Requirements Analysis, Integration, Business Intelligence, Agile Methodologies, MS Project, Process Improvement, Program Management, Management, CRM, SharePoint, Microsoft SQL Server, SQL, ITIL, Web Applications, Vendor Management, Business Process, Requirements Gathering
Education
University of Florida 1993 — 1995
Bachelor of Arts, Business Administration
Northern Virginia Community College
N/A, Java
Catalina Marketing July 2014 - Present
Discovery Communications May 2014 - July 2014
SRA International June 2012 - April 2014
Raymond James & Associates, Inc September 2011 - June 2012
Tampa Electric March 2011 - September 2011
SRA International December 2010 - March 2011
U.S. Navy - Sierra Management & Technologies Inc. October 2010 - December 2010
Deloitte Consulting August 2008 - October 2010
Motricity April 2007 - April 2008
Plateau Systems 2005 - 2007
Skills
Requirements Management, Business Process..., Project Management, SDLC, Business Analysis, Visio, User Acceptance Testing, Business Process Design, Requirements Analysis, Integration, Business Intelligence, Agile Methodologies, MS Project, Process Improvement, Program Management, Management, CRM, SharePoint, Microsoft SQL Server, SQL, ITIL, Web Applications, Vendor Management, Business Process, Requirements Gathering
Education
University of Florida 1993 — 1995
Bachelor of Arts, Business Administration
Northern Virginia Community College
N/A, Java
Dan Dechichio Dan Dechichio's Raymond James & Associates, Inc Experience January 2011 - March 2012
Job Director, Enterprise Data Architecture at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation March 2015 - Present
Modeling Product LIine Community August 2007 - April 2015
DTCC July 2013 - March 2015
Raymond James Financial Inc. March 2012 - July 2013
Raymond James & Associates, Inc January 2011 - March 2012
Raymond James Financial January 2007 - January 2011
Southeast Enterprise Modeling User Group February 2005 - January 2011
Spirit of Life Unitarian Universalist July 2007 - June 2009
Citigroup September 2006 - January 2007
Raymond James Financial April 2005 - September 2006
Skills
Data Modeling, Data Warehousing, SDLC, Database Design, Enterprise Architecture, Erwin, Business Intelligence, Data Management, ETL, SQL, Databases, Requirements Analysis, Business Analysis, Microsoft SQL Server, Data Analysis, DB2, Database Administration, Data Warehouse..., Data Architecture, Architecture, Software Development, Master Data Management, Data Integration, Integration, T-SQL, SSRS, Business Objects, Oracle, SharePoint, Performance Tuning, SOA, COBOL, SSIS, Metadata Management, Systems Analysis, Visio, Solution Architecture, Requirements Gathering, Business Requirements, PL/SQL, Software Project..., Relational Databases, Agile Methodologies, Crystal Reports, IT Strategy, Business Process, Disaster Recovery, Unix, Cognos, Agile Project Management
Education
University of Massachusetts Boston 1986 — 1992
MBA
Northeastern University 1972 — 1976
BS, Mathematics
The Depository Trust & Clearing Corporation March 2015 - Present
Modeling Product LIine Community August 2007 - April 2015
DTCC July 2013 - March 2015
Raymond James Financial Inc. March 2012 - July 2013
Raymond James & Associates, Inc January 2011 - March 2012
Raymond James Financial January 2007 - January 2011
Southeast Enterprise Modeling User Group February 2005 - January 2011
Spirit of Life Unitarian Universalist July 2007 - June 2009
Citigroup September 2006 - January 2007
Raymond James Financial April 2005 - September 2006
Skills
Data Modeling, Data Warehousing, SDLC, Database Design, Enterprise Architecture, Erwin, Business Intelligence, Data Management, ETL, SQL, Databases, Requirements Analysis, Business Analysis, Microsoft SQL Server, Data Analysis, DB2, Database Administration, Data Warehouse..., Data Architecture, Architecture, Software Development, Master Data Management, Data Integration, Integration, T-SQL, SSRS, Business Objects, Oracle, SharePoint, Performance Tuning, SOA, COBOL, SSIS, Metadata Management, Systems Analysis, Visio, Solution Architecture, Requirements Gathering, Business Requirements, PL/SQL, Software Project..., Relational Databases, Agile Methodologies, Crystal Reports, IT Strategy, Business Process, Disaster Recovery, Unix, Cognos, Agile Project Management
Education
University of Massachusetts Boston 1986 — 1992
MBA
Northeastern University 1972 — 1976
BS, Mathematics
Timothy Glenn Timothy Glenn's Raymond James & Associates, Inc Experience 2012 - 2012
Job Software Developer at Ultimate Medical Academy
Industry Financial Services
Experience
Ultimate Medical Academy July 2012 - Present
Raymond James & Associates, Inc 2012 - 2012
BBA Aviation plc 2009 - 2012
Skills
Banking, Equities, Fixed Income, Portfolio Management, .NET, ASP.NET, ASP.NET AJAX, ASP.NET MVC, Analysis, Business Analysis, C#, CRM, Entity Framework, Front-end, JavaScript, LINQ, Microsoft SQL Server, OOP, Requirements Analysis, SDLC, SQL, T-SQL, TFS, Visual Studio, WCF, WPF, Web Development, Web Services, XML, jQuery, MVC, Service Oriented..., Process Improvement, Program Management, Software Project..., VB.NET, Vendor Management, Software Development
Education
Illinois State University 1995 — 2000
Bachelor of Applied Science (B.A.Sc.), Computer Science
Ultimate Medical Academy July 2012 - Present
Raymond James & Associates, Inc 2012 - 2012
BBA Aviation plc 2009 - 2012
Skills
Banking, Equities, Fixed Income, Portfolio Management, .NET, ASP.NET, ASP.NET AJAX, ASP.NET MVC, Analysis, Business Analysis, C#, CRM, Entity Framework, Front-end, JavaScript, LINQ, Microsoft SQL Server, OOP, Requirements Analysis, SDLC, SQL, T-SQL, TFS, Visual Studio, WCF, WPF, Web Development, Web Services, XML, jQuery, MVC, Service Oriented..., Process Improvement, Program Management, Software Project..., VB.NET, Vendor Management, Software Development
Education
Illinois State University 1995 — 2000
Bachelor of Applied Science (B.A.Sc.), Computer Science
Beverly Smith-Jones Beverly Smith-Jones's Raymond James & Associates, Inc Experience May 2005 - Present
Job Operations Administrator at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc May 2005 - Present
International Asset Management June 1991 - September 2004
Sears, Roebuck and Co. 1986 - 1990
Skills
Microsoft Office, Social Networking, Creative Problem Solving, Notary Public, Technical Liaison
Education
Oakland Community College 2012 — 2015
Associate's degree, Business Administration and Management, General
Payne Pulliam School of Trade and Commerce 1990 — 1992
Certification, Financial Planning and Services
Wayne County Community College District 1987 — 1990
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Raymond James & Associates, Inc May 2005 - Present
International Asset Management June 1991 - September 2004
Sears, Roebuck and Co. 1986 - 1990
Skills
Microsoft Office, Social Networking, Creative Problem Solving, Notary Public, Technical Liaison
Education
Oakland Community College 2012 — 2015
Associate's degree, Business Administration and Management, General
Payne Pulliam School of Trade and Commerce 1990 — 1992
Certification, Financial Planning and Services
Wayne County Community College District 1987 — 1990
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Jesse Holler's Raymond James & Associates, Inc Experience June 2008 - August 2008
Job Quantitative Analyst at Bloomberg LP
Industry Information Technology and Services
Experience
Bloomberg LP August 2014 - Present
Lockheed Martin - Corporate Treasury July 2013 - August 2014
Lockheed Martin - Global Training and Logistics August 2009 - June 2013
Lockheed Martin Simulation Training & Support October 2008 - August 2009
Porter Enterprises January 2009 - June 2009
Raymond James & Associates, Inc June 2008 - August 2008
Rissman, Barrett, Hurt, Donahue & McLain, P.A. January 2007 - November 2007
Skills
Active DoD Secret..., ITAR, Microsoft Excel, Access, Microsoft Word, Proposal Writing, Financial Modeling, Financial Analysis, Business Analysis, Auditing, Analytics, Data Mining, Data Modeling, Data Analysis, Competitive Analysis, Market Analysis, Analysis
Education
University of Central Florida - College of Business Administration 2005 — 2009
Bachelor of Science (B.S.), Economics, 3.8
General Assembly
General Assembly
Keswick
Keswick Christina
Bloomberg LP August 2014 - Present
Lockheed Martin - Corporate Treasury July 2013 - August 2014
Lockheed Martin - Global Training and Logistics August 2009 - June 2013
Lockheed Martin Simulation Training & Support October 2008 - August 2009
Porter Enterprises January 2009 - June 2009
Raymond James & Associates, Inc June 2008 - August 2008
Rissman, Barrett, Hurt, Donahue & McLain, P.A. January 2007 - November 2007
Skills
Active DoD Secret..., ITAR, Microsoft Excel, Access, Microsoft Word, Proposal Writing, Financial Modeling, Financial Analysis, Business Analysis, Auditing, Analytics, Data Mining, Data Modeling, Data Analysis, Competitive Analysis, Market Analysis, Analysis
Education
University of Central Florida - College of Business Administration 2005 — 2009
Bachelor of Science (B.S.), Economics, 3.8
General Assembly
General Assembly
Keswick
Keswick Christina
Tim Stoner Tim Stoner's Raymond James & Associates, Inc Experience July 2011 - Present
Job Manager, Messaging Systems at Raymond James Financial Inc.
Industry Insurance
Experience
Raymond James Financial Inc. May 2012 - Present
Raymond James & Associates, Inc July 2011 - Present
Bankers Insurance Group May 2005 - July 2011
Halkey Roberts 2010 - 2010
Medical Reliance Group November 2004 - March 2005
Gilreath Manufacturing May 2000 - November 2004
Skills
Microsoft Exchange, CCNA, Microsoft Certified..., 2008 R2, MCITP, Microsoft Certified..., Active Directory, Windows Server, DNS, Servers, Firewalls, Virtualization, Cisco Technologies, VPN, DHCP, Disaster Recovery, Data Center, Windows 7, Switches, TCP/IP, Powershell, XP, Storage Area Networks, Cisco Routers, Infrastructure, LAN-WAN, Hyper-V, Hardware, Operating Systems, Microsoft Technologies, Security, WAN, Technical Support, Cluster, Networking
Education
Michigan Technological University 1995 — 2000
Bachelor of Science Degree, Electrical Engineering - Computer Engineering
Lakeshore High School 1992 — 1995
Raymond James Financial Inc. May 2012 - Present
Raymond James & Associates, Inc July 2011 - Present
Bankers Insurance Group May 2005 - July 2011
Halkey Roberts 2010 - 2010
Medical Reliance Group November 2004 - March 2005
Gilreath Manufacturing May 2000 - November 2004
Skills
Microsoft Exchange, CCNA, Microsoft Certified..., 2008 R2, MCITP, Microsoft Certified..., Active Directory, Windows Server, DNS, Servers, Firewalls, Virtualization, Cisco Technologies, VPN, DHCP, Disaster Recovery, Data Center, Windows 7, Switches, TCP/IP, Powershell, XP, Storage Area Networks, Cisco Routers, Infrastructure, LAN-WAN, Hyper-V, Hardware, Operating Systems, Microsoft Technologies, Security, WAN, Technical Support, Cluster, Networking
Education
Michigan Technological University 1995 — 2000
Bachelor of Science Degree, Electrical Engineering - Computer Engineering
Lakeshore High School 1992 — 1995
Art Baum, CISA CISM CRISC's Raymond James & Associates, Inc Experience August 2011 - Present
Job Director IT GRC at Raymond James & Associates, Inc
Industry Utilities
Experience
Raymond James & Associates, Inc August 2011 - Present
TECO Energy February 1998 - August 2011
Beneficial Savings Bank March 1995 - March 1998
Skills
IT Audit, Business Continuity, CISSP, Internal Audit, Disaster Recovery, Business Process..., Information Technology, SDLC, Information Security, Project Management, Sarbanes-Oxley Act, Vendor Management, CISA, Visio, ITIL, PMP, Process Improvement, Network Security, Quality Assurance, Risk Management, IT Strategy, COBIT
Education
Nova Southeastern University 1996 — 1999
MBA, MBA
Raymond James & Associates, Inc August 2011 - Present
TECO Energy February 1998 - August 2011
Beneficial Savings Bank March 1995 - March 1998
Skills
IT Audit, Business Continuity, CISSP, Internal Audit, Disaster Recovery, Business Process..., Information Technology, SDLC, Information Security, Project Management, Sarbanes-Oxley Act, Vendor Management, CISA, Visio, ITIL, PMP, Process Improvement, Network Security, Quality Assurance, Risk Management, IT Strategy, COBIT
Education
Nova Southeastern University 1996 — 1999
MBA, MBA
Philip Incorvia Philip Incorvia's Raymond James & Associates, Inc Experience 1990 - 1999
Job Jefferson Resources inc.
Industry Financial Services
Experience
Jefferson Resources Inc. January 1992 - Present
The Long Island Museum January 1998 - June 2008
Raymond James & Associates, Inc 1990 - 1999
Skills
Retirement Planning, Financial Services, Brokerage, Series 7, Due Diligence, Financial Analysis, Securities, Mergers & Acquisitions, Series 63, Finance, Investments, Mutual Funds, Risk Management, Fixed Annuities, Long-term Care, Small Business, Insurance, Health Insurance, Employee Benefits, Disability Insurance, 401k, Wealth Management, Financial Advisory, Investment Advisory, Strategic Financial..., Wealth, Financial Planners, Corporate Governance, Investment Strategies, Life Insurance, Alternative Investments, Retirement, Financial Planning
Education
Queens College
Jefferson Resources Inc. January 1992 - Present
The Long Island Museum January 1998 - June 2008
Raymond James & Associates, Inc 1990 - 1999
Skills
Retirement Planning, Financial Services, Brokerage, Series 7, Due Diligence, Financial Analysis, Securities, Mergers & Acquisitions, Series 63, Finance, Investments, Mutual Funds, Risk Management, Fixed Annuities, Long-term Care, Small Business, Insurance, Health Insurance, Employee Benefits, Disability Insurance, 401k, Wealth Management, Financial Advisory, Investment Advisory, Strategic Financial..., Wealth, Financial Planners, Corporate Governance, Investment Strategies, Life Insurance, Alternative Investments, Retirement, Financial Planning
Education
Queens College
Amy Job-Buchanan Amy Job-Buchanan's Raymond James & Associates, Inc Experience December 2009 - May 2011
Job Executive Assistant George P. Johnson
Industry Marketing and Advertising
Experience
George P Johnson Experience Marketing 2011 - Present
Raymond James & Associates, Inc December 2009 - May 2011
Oakland University 2008 - 2009
The Athena Financial Group May 2006 - September 2008
Guest House, Inc. January 2000 - April 2006
Skills
Event Management, Relationship Marketing, Event Planning, Trade Shows, Sponsorship, Social Media Marketing, Corporate Events, Integrated Marketing, Creative Direction, Marketing Communications, Marketing, Direct Marketing, Social Media, Lead Generation, Digital Marketing
Education
Macomb Community College 1988 — 1991
Psychology
George P Johnson Experience Marketing 2011 - Present
Raymond James & Associates, Inc December 2009 - May 2011
Oakland University 2008 - 2009
The Athena Financial Group May 2006 - September 2008
Guest House, Inc. January 2000 - April 2006
Skills
Event Management, Relationship Marketing, Event Planning, Trade Shows, Sponsorship, Social Media Marketing, Corporate Events, Integrated Marketing, Creative Direction, Marketing Communications, Marketing, Direct Marketing, Social Media, Lead Generation, Digital Marketing
Education
Macomb Community College 1988 — 1991
Psychology
Brandie Leffler's Raymond James & Associates, Inc Experience June 2007 - November 2011
Job Communications Specialist at We are Wireless
Industry Investment Management
Experience
We are Wireless November 2013 - Present
Raymond James & Associates, Inc June 2007 - November 2011
Synovus Financial June 2005 - June 2007
Synovus Bank June 2005 - June 2007
Skills
Access, Management, Accounts Payable, Banking
Education
St. Petersburg College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.5
Seminole High School 1999 — 2003
High School Diploma
We are Wireless November 2013 - Present
Raymond James & Associates, Inc June 2007 - November 2011
Synovus Financial June 2005 - June 2007
Synovus Bank June 2005 - June 2007
Skills
Access, Management, Accounts Payable, Banking
Education
St. Petersburg College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.5
Seminole High School 1999 — 2003
High School Diploma
Brooke Thompson Brooke Thompson's Raymond James & Associates, Inc Experience June 2008 - September 2012
Job Senior Budget Analyst at WellCare Health Plans
Industry Hospital & Health Care
Experience
WellCare Health Plans June 2015 - Present
Raymond James Financial Inc. September 2012 - May 2015
Raymond James & Associates, Inc June 2008 - September 2012
Raymond James Financial Inc. February 2005 - June 2008
Skills
Visio, Business Analysis, Microsoft Excel, SharePoint, Financial Analysis, Financial Reporting, Budgets, Financial Forecasting, Project Status Reporting, PowerPoint, Process Improvement, Data Analysis, Analysis, Requirements Gathering, Business Process..., Project Management, Vendor Management, Requirements Analysis, Management
Education
Saint Leo University 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of South Florida - College of Business Administration
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
WellCare Health Plans June 2015 - Present
Raymond James Financial Inc. September 2012 - May 2015
Raymond James & Associates, Inc June 2008 - September 2012
Raymond James Financial Inc. February 2005 - June 2008
Skills
Visio, Business Analysis, Microsoft Excel, SharePoint, Financial Analysis, Financial Reporting, Budgets, Financial Forecasting, Project Status Reporting, PowerPoint, Process Improvement, Data Analysis, Analysis, Requirements Gathering, Business Process..., Project Management, Vendor Management, Requirements Analysis, Management
Education
Saint Leo University 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of South Florida - College of Business Administration
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Nili Sangani Nili Sangani's Raymond James & Associates, Inc Experience June 2011 - Present
Job Senior Analyst at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc June 2011 - Present
Skills
Financial Modeling, Valuation, Asset Management, Investments, Portfolio Management, Real Estate, Employee Training
Education
Southern Methodist University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond James & Associates, Inc June 2011 - Present
Skills
Financial Modeling, Valuation, Asset Management, Investments, Portfolio Management, Real Estate, Employee Training
Education
Southern Methodist University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
David Corbett David Corbett's Raymond James & Associates, Inc Experience April 2012 - Present
Job Senior Vice President at Raymond James & Associates, Inc.
Industry Investment Banking
Experience
Raymond James & Associates, Inc April 2012 - Present
Morgan Keegan & Company, Inc. November 2004 - March 2012
Comerica Bank September 2003 - September 2004
Skills
Investment Banking, Series 7, Equities, Investments, Capital Markets, Portfolio Management, Fixed Income, Series 63, Financial Modeling, Securities, Valuation, Bloomberg
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2003
Master of Business Administration (M.B.A.), Finance, General
The University of Georgia 1992 — 1997
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Raymond James & Associates, Inc April 2012 - Present
Morgan Keegan & Company, Inc. November 2004 - March 2012
Comerica Bank September 2003 - September 2004
Skills
Investment Banking, Series 7, Equities, Investments, Capital Markets, Portfolio Management, Fixed Income, Series 63, Financial Modeling, Securities, Valuation, Bloomberg
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2003
Master of Business Administration (M.B.A.), Finance, General
The University of Georgia 1992 — 1997
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Tom Fleishel, MBA,CFP® Tom Fleishel, MBA,CFP®'s Raymond James & Associates, Inc Experience 1995 - 2011
Job Founder, President and CEO of Fleishel Financial Associates, Lead Advisor, Lead Financial Planner
Industry Financial Services
Experience
Fleishel Financial Associates 1989 - Present
Athens Theatre 1995 - Present
Daytona Beach Chamber of Commerce 1998 - Present
DeLand Rotary Club 1989 - Present
Volusia Forever Advisory Board 2009 - 2011
Raymond James & Associates, Inc 1995 - 2011
Skills
Strategic Financial..., Wealth Management, Financial Planning, Strategic Planning, Financial Advisory, Portfolio Management, Retirement Planning, Estate Planning, Investments, Securities, Leadership, Wealth, Time Management, Marketing, Series 7, Small Business, Management Consulting, FINRA, Public Speaking, Strategy, Finance
Education
Stetson University 1986 — 1988
MBA, Finance/Management
The University of Georgia 1980 — 1983
BS, Agronomy
Fleishel Financial Associates 1989 - Present
Athens Theatre 1995 - Present
Daytona Beach Chamber of Commerce 1998 - Present
DeLand Rotary Club 1989 - Present
Volusia Forever Advisory Board 2009 - 2011
Raymond James & Associates, Inc 1995 - 2011
Skills
Strategic Financial..., Wealth Management, Financial Planning, Strategic Planning, Financial Advisory, Portfolio Management, Retirement Planning, Estate Planning, Investments, Securities, Leadership, Wealth, Time Management, Marketing, Series 7, Small Business, Management Consulting, FINRA, Public Speaking, Strategy, Finance
Education
Stetson University 1986 — 1988
MBA, Finance/Management
The University of Georgia 1980 — 1983
BS, Agronomy
Jarrett King Jarrett King's Raymond James & Associates, Inc Experience June 2011 - June 2012
Job Portfolio Manager at First Horizon National Corporation
Industry Financial Services
Experience
First Horizon National Corporation September 2013 - Present
First Horizon National Corporation September 2012 - August 2013
Raymond James & Associates, Inc June 2011 - June 2012
Aon May 2010 - August 2010
First Tennessee Bank May 2009 - August 2009
Skills
Commercial Real Estate, Real Estate Due..., Real Estate Financing, Real Estate Development, Real Estate, Real Estate Transactions, Finance, Credit, Loans, Financial Modeling, Financial Analysis, Valuation, Market Research, Due Diligence, Data Analysis, Bloomberg, Corporate Finance, Investments, Multi Tasking, Portfolio Management, Credit Analysis, Leadership, Analysis, Private Equity, Risk Management, Analytics, Commercial Banking
Education
Morehouse College 2007 — 2011
BA, Business Administration - Finance
Westlake High School
Westlake High School
First Horizon National Corporation September 2013 - Present
First Horizon National Corporation September 2012 - August 2013
Raymond James & Associates, Inc June 2011 - June 2012
Aon May 2010 - August 2010
First Tennessee Bank May 2009 - August 2009
Skills
Commercial Real Estate, Real Estate Due..., Real Estate Financing, Real Estate Development, Real Estate, Real Estate Transactions, Finance, Credit, Loans, Financial Modeling, Financial Analysis, Valuation, Market Research, Due Diligence, Data Analysis, Bloomberg, Corporate Finance, Investments, Multi Tasking, Portfolio Management, Credit Analysis, Leadership, Analysis, Private Equity, Risk Management, Analytics, Commercial Banking
Education
Morehouse College 2007 — 2011
BA, Business Administration - Finance
Westlake High School
Westlake High School
Kathleen Huddleston's Raymond James & Associates, Inc Experience 1987 - 1997
Job Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2014 - Present
Impact Financial Systems Inc. February 2012 - October 2014
Hilliard Lyons 2002 - 2011
Raymond James & Associates, Inc 1987 - 1997
Skills
Management, Brokerage Operations, ACATS, Annuity Operations, System Conversion, Mutual Fund Operations, Consulting, Training, Staff Development, Staff Management, Mutual Funds, Series 7, Fixed Annuities, Brokers, Strategic Planning, Risk Management, Process Improvement, Trading, Securities, Back Office
Education
St. Petersburg College
University of North Carolina at Greensboro
LPL Financial October 2014 - Present
Impact Financial Systems Inc. February 2012 - October 2014
Hilliard Lyons 2002 - 2011
Raymond James & Associates, Inc 1987 - 1997
Skills
Management, Brokerage Operations, ACATS, Annuity Operations, System Conversion, Mutual Fund Operations, Consulting, Training, Staff Development, Staff Management, Mutual Funds, Series 7, Fixed Annuities, Brokers, Strategic Planning, Risk Management, Process Improvement, Trading, Securities, Back Office
Education
St. Petersburg College
University of North Carolina at Greensboro
Bob Flanagan's Raymond James & Associates, Inc Experience September 2011 - Present
Job Managing Director, Technology Investment Banking at Raymond James & Associates, Inc
Industry Investment Banking
Experience
Raymond James & Associates, Inc September 2011 - Present
Oppenheimer & Co. May 2007 - September 2011
Cowen and Company, LLC January 2004 - May 2007
Thomas Weisel Partners 2000 - 2003
Salomon Smith Barney 1995 - 1999
Skills
Mergers, Investment Banking, IPO, Equity Offerings, Fairness Opinions, Secondary Offerings, Securities, Leveraged Finance, Acquisitions, Corporate Finance, Strategy, Equities, Corporate Development, Corporate Governance, Venture Capital, M&A experience, Capital Markets, Private Placements, Valuation, Mergers & Acquisitions, Private Equity, Financial Structuring, Finance, Financial Modeling, Hedge Funds, Due Diligence
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
University of California, Los Angeles 1987 — 1990
BA, Economics
Raymond James & Associates, Inc September 2011 - Present
Oppenheimer & Co. May 2007 - September 2011
Cowen and Company, LLC January 2004 - May 2007
Thomas Weisel Partners 2000 - 2003
Salomon Smith Barney 1995 - 1999
Skills
Mergers, Investment Banking, IPO, Equity Offerings, Fairness Opinions, Secondary Offerings, Securities, Leveraged Finance, Acquisitions, Corporate Finance, Strategy, Equities, Corporate Development, Corporate Governance, Venture Capital, M&A experience, Capital Markets, Private Placements, Valuation, Mergers & Acquisitions, Private Equity, Financial Structuring, Finance, Financial Modeling, Hedge Funds, Due Diligence
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
University of California, Los Angeles 1987 — 1990
BA, Economics
Cynthia Espiritu Cynthia Espiritu's Raymond James & Associates, Inc Experience April 2005 - April 2006
Job Pharmacist at Ambient Healthcare
Industry Hospital & Health Care
Experience
Ambient Healthcare September 2011 - Present
Walmart August 2011 - Present
Tampa General Hospital May 2009 - August 2009
Tampa General Hospital May 2008 - August 2008
Raymond James & Associates, Inc April 2005 - April 2006
Raymond James & Associates, Inc November 2000 - April 2005
Raymond James & Associates, Inc February 1999 - November 2000
GTE Data Services March 1998 - January 1999
GTE Data Services January 1997 - March 1998
Skills
Informatics, Project Management, Software Development, Information Technology, Leadership, Technical Writing, Information Systems, Resource Management, Data Modeling, Data Architecture, Healthcare, CPOE, Healthcare Information..., HIPAA, Visio
Education
University of Florida College of Pharmacy 2007 — 2011
Doctor of Pharmacy, Pharmacy
St. Petersburg College 2005 — 2007
Pre-pharmacy
University of Phoenix 2000 — 2003
Master of Science, Computer Information Systems
University of South Florida - College of Business Administration 1996 — 2000
Bachelor of Science, Management Information Systems
Hillsborough Community College 1992 — 1996
Associate in Science/Associate in Arts, Computer Programming, Computer Information Systems Analysis, Business Administration
Ambient Healthcare September 2011 - Present
Walmart August 2011 - Present
Tampa General Hospital May 2009 - August 2009
Tampa General Hospital May 2008 - August 2008
Raymond James & Associates, Inc April 2005 - April 2006
Raymond James & Associates, Inc November 2000 - April 2005
Raymond James & Associates, Inc February 1999 - November 2000
GTE Data Services March 1998 - January 1999
GTE Data Services January 1997 - March 1998
Skills
Informatics, Project Management, Software Development, Information Technology, Leadership, Technical Writing, Information Systems, Resource Management, Data Modeling, Data Architecture, Healthcare, CPOE, Healthcare Information..., HIPAA, Visio
Education
University of Florida College of Pharmacy 2007 — 2011
Doctor of Pharmacy, Pharmacy
St. Petersburg College 2005 — 2007
Pre-pharmacy
University of Phoenix 2000 — 2003
Master of Science, Computer Information Systems
University of South Florida - College of Business Administration 1996 — 2000
Bachelor of Science, Management Information Systems
Hillsborough Community College 1992 — 1996
Associate in Science/Associate in Arts, Computer Programming, Computer Information Systems Analysis, Business Administration
Ted Barnhart Ted Barnhart's Raymond James & Associates, Inc Experience 2002 - 2003
Job Registered Investment Advisor / Austrian School of Investment Thought Blog
Industry Investment Management
Experience
Barnhart Investment Advisory 2008 - Present
Charles Schwab 2006 - 2008
Morgan Stanley 2004 - 2006
Raymond James & Associates, Inc 2002 - 2003
Peters Securities and TJM Institutional 1997 - 2002
Merrill Lynch 1995 - 1997
Olde Discount Stockbrokers 1994 - 1995
Chicago Title & Trust 1992 - 1994
Arthur Andersen & Co. 1990 - 1992
Education
Michigan State University 1985 — 1990
BA, Accounting
Barnhart Investment Advisory 2008 - Present
Charles Schwab 2006 - 2008
Morgan Stanley 2004 - 2006
Raymond James & Associates, Inc 2002 - 2003
Peters Securities and TJM Institutional 1997 - 2002
Merrill Lynch 1995 - 1997
Olde Discount Stockbrokers 1994 - 1995
Chicago Title & Trust 1992 - 1994
Arthur Andersen & Co. 1990 - 1992
Education
Michigan State University 1985 — 1990
BA, Accounting
Steve Devenney Steve Devenney's Raymond James & Associates, Inc Experience Assistant Vice PresidentPiper JaffrayJune 1994 - March 2004
Job Branch Manager at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc Assistant Vice PresidentPiper JaffrayJune 1994 - March 2004
Federal Home Loan Bank of Des Moines December 1986 - June 1994
Education
Grand View College 1980 — 1984
BA, Business Administration
Marshalltown High School
Raymond James & Associates, Inc Assistant Vice PresidentPiper JaffrayJune 1994 - March 2004
Federal Home Loan Bank of Des Moines December 1986 - June 1994
Education
Grand View College 1980 — 1984
BA, Business Administration
Marshalltown High School
Anthony Inniss Anthony Inniss's Raymond James & Associates, Inc Experience August 2011 - November 2011
Job ILM Operations Engineer at Bank of America
Industry Computer Software
Experience
Bank of America November 2011 - Present
Wells Fargo 2013 - 2014
Wells Fargo 2013 - 2014
Raymond James & Associates, Inc August 2011 - November 2011
Vangent, Inc. February 2011 - July 2011
PricewaterhouseCoopers LLP June 2004 - December 2010
Murray Manor of Tampa Inc January 2002 - June 2004
2nd Century Communications January 1999 - January 2001
Intermedia Communications /Apollo Network Solutions January 1998 - January 1999
Data-Tech 1998 - 1999
Skills
Active Directory, ITIL, Servers, Data Center, Cisco Technologies, SharePoint, Security, Microsoft Exchange, Unix, IIS, Troubleshooting, Microsoft SQL Server, Solaris, System Administration, Hyper-V, SDLC, Process Improvement, Disaster Recovery, IT Strategy, Enterprise Architecture, Citrix, Web Services, Project Management, System Deployment, Windows Server, Information Security, IT Management, Business Analysis, Technical Support, Switches, Routers, Microsoft Technologies, Oracle, Infrastructure, Windows, Information Technology, HP, Enterprise Software, SCCM, SOA, Networking, IT Service Management, Architectures, Virtualization, Integration, Network Security, Cloud Computing, VMware, Operating Systems, IT Operations
Education
New Horizons, Sharepoint class 2011 — 2011
Certificate, Sharepoint 2010
St. Petersburg College 2006 — 2010
Bachlelor, Technology Management with a minor in Information Security Assurance
Bank of America November 2011 - Present
Wells Fargo 2013 - 2014
Wells Fargo 2013 - 2014
Raymond James & Associates, Inc August 2011 - November 2011
Vangent, Inc. February 2011 - July 2011
PricewaterhouseCoopers LLP June 2004 - December 2010
Murray Manor of Tampa Inc January 2002 - June 2004
2nd Century Communications January 1999 - January 2001
Intermedia Communications /Apollo Network Solutions January 1998 - January 1999
Data-Tech 1998 - 1999
Skills
Active Directory, ITIL, Servers, Data Center, Cisco Technologies, SharePoint, Security, Microsoft Exchange, Unix, IIS, Troubleshooting, Microsoft SQL Server, Solaris, System Administration, Hyper-V, SDLC, Process Improvement, Disaster Recovery, IT Strategy, Enterprise Architecture, Citrix, Web Services, Project Management, System Deployment, Windows Server, Information Security, IT Management, Business Analysis, Technical Support, Switches, Routers, Microsoft Technologies, Oracle, Infrastructure, Windows, Information Technology, HP, Enterprise Software, SCCM, SOA, Networking, IT Service Management, Architectures, Virtualization, Integration, Network Security, Cloud Computing, VMware, Operating Systems, IT Operations
Education
New Horizons, Sharepoint class 2011 — 2011
Certificate, Sharepoint 2010
St. Petersburg College 2006 — 2010
Bachlelor, Technology Management with a minor in Information Security Assurance
Dan Keogh Dan Keogh's Raymond James & Associates, Inc Experience March 2008 - September 2011
Job Enterprise Improvement Consultant at AlixPartners
Industry Management Consulting
Experience
AlixPartners September 2015 - Present
Deloitte Corporate Finance LLC September 2011 - September 2015
Raymond James & Associates, Inc March 2008 - September 2011
Skills
Financial Modeling, Valuation, Corporate Finance, Business Valuation, Mergers & Acquisitions, Financial Analysis, Due Diligence, Investments, Investment Banking, Capital Markets, Alternative Investments, Private Equity, Venture Capital, Portfolio Management, LBO, Wealth Management, Finance
Education
Wayne State University 2009 — 2015
MBA, Finance
Hope College 2004 — 2007
BA, Management
West Virginia University 2003 — 2004
Business Administration
AlixPartners September 2015 - Present
Deloitte Corporate Finance LLC September 2011 - September 2015
Raymond James & Associates, Inc March 2008 - September 2011
Skills
Financial Modeling, Valuation, Corporate Finance, Business Valuation, Mergers & Acquisitions, Financial Analysis, Due Diligence, Investments, Investment Banking, Capital Markets, Alternative Investments, Private Equity, Venture Capital, Portfolio Management, LBO, Wealth Management, Finance
Education
Wayne State University 2009 — 2015
MBA, Finance
Hope College 2004 — 2007
BA, Management
West Virginia University 2003 — 2004
Business Administration
Jeff Holland Jeff Holland's Raymond James & Associates, Inc Experience 2003 - 2006
Job Managing Director, Head of the Private Client Group at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group March 2014 - Present
Cole Real Estate Investments December 2010 - February 2014
BlackRock January 2006 - November 2010
Raymond James & Associates, Inc 2003 - 2006
Capital Resource Advisors (now dba Rogerscasey) 1999 - 2003
McKinsey & Company 1996 - 1999
Skills
Asset Management, Investments, Strategy, Management Consulting, Series 7, Series 63, Investment Strategies, Product Development, Retirement, Relationship Management, Alternative Investments, Portfolio Management, Mutual Funds, Equities, Financial Services, Asset Allocation, Securities, Wealth Management, Hedge Funds, Management
Education
Harvard Law School 1993 — 1996
J.D., magna cum laude
University of Puget Sound 1989 — 1993
B.A., Business Administration
The Carlyle Group March 2014 - Present
Cole Real Estate Investments December 2010 - February 2014
BlackRock January 2006 - November 2010
Raymond James & Associates, Inc 2003 - 2006
Capital Resource Advisors (now dba Rogerscasey) 1999 - 2003
McKinsey & Company 1996 - 1999
Skills
Asset Management, Investments, Strategy, Management Consulting, Series 7, Series 63, Investment Strategies, Product Development, Retirement, Relationship Management, Alternative Investments, Portfolio Management, Mutual Funds, Equities, Financial Services, Asset Allocation, Securities, Wealth Management, Hedge Funds, Management
Education
Harvard Law School 1993 — 1996
J.D., magna cum laude
University of Puget Sound 1989 — 1993
B.A., Business Administration
Deborah Rzewnicki Deborah Rzewnicki's Raymond James & Associates, Inc Experience November 2007 - November 2012
Job Registered Client Service Associate
Industry Financial Services
Experience
Raymond James & Associates, Inc November 2007 - November 2012
A.G. Edwards January 1992 - November 2007
Skills
Outlook Express, Microsoft Office, Mutual Funds, Variable Annuities, Term Life Insurance, Unit Investment Trusts, 529 Plans, Investment Advisory, Uniform Combined State..., Wealth Management, Series 7, Series 63, Investment Strategies, Financial Advisory, Investments, Retirement, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Strategic Financial..., Financial Services, Series 6, FINRA, Asset Management, Banking, Life Insurance, Securities, Fixed Annuities
Education
Northern Illinois University
Bachelor of Science (B.S.), Liberal Arts and Sciences, General Studies and Humanities
Raymond James & Associates, Inc November 2007 - November 2012
A.G. Edwards January 1992 - November 2007
Skills
Outlook Express, Microsoft Office, Mutual Funds, Variable Annuities, Term Life Insurance, Unit Investment Trusts, 529 Plans, Investment Advisory, Uniform Combined State..., Wealth Management, Series 7, Series 63, Investment Strategies, Financial Advisory, Investments, Retirement, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Strategic Financial..., Financial Services, Series 6, FINRA, Asset Management, Banking, Life Insurance, Securities, Fixed Annuities
Education
Northern Illinois University
Bachelor of Science (B.S.), Liberal Arts and Sciences, General Studies and Humanities
Patrick Moynihan Patrick Moynihan's Raymond James & Associates, Inc Experience October 1996 - September 2001
Job Member of Board of Directors at Redwood Scientific Technologies
Industry Investment Management
Experience
Redwood Scientific Technologies April 2015 - Present
Wholesale Direct Metals November 2014 - Present
PayLock IPT April 2004 - Present
Ithaca Partners June 2011 - December 2014
Raymond James & Associates, Inc October 1996 - September 2001
T.R. Winston & Company October 1994 - September 1996
Pitney Bowes June 1990 - September 1994
Education
Ithaca College 1986 — 1990
BA, English Literature; Business Minor
Redwood Scientific Technologies April 2015 - Present
Wholesale Direct Metals November 2014 - Present
PayLock IPT April 2004 - Present
Ithaca Partners June 2011 - December 2014
Raymond James & Associates, Inc October 1996 - September 2001
T.R. Winston & Company October 1994 - September 1996
Pitney Bowes June 1990 - September 1994
Education
Ithaca College 1986 — 1990
BA, English Literature; Business Minor
Theoni Pilarinos, CFA Theoni Pilarinos, CFA's Raymond James & Associates, Inc Experience May 2007 - Present
Job Equity Research Analyst at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc May 2007 - Present
Intrawest ULC April 2006 - February 2007
CIBC World Markets January 2005 - April 2006
Skills
Equities, Valuation, Portfolio Management, Financial Modeling, Analysis, Financial Analysis, Market Research, Equity Research, Forecasting, Bloomberg
Education
Simon Fraser University 1999 — 2004
Bachelor of Business Administration, Finance
Raymond James & Associates, Inc May 2007 - Present
Intrawest ULC April 2006 - February 2007
CIBC World Markets January 2005 - April 2006
Skills
Equities, Valuation, Portfolio Management, Financial Modeling, Analysis, Financial Analysis, Market Research, Equity Research, Forecasting, Bloomberg
Education
Simon Fraser University 1999 — 2004
Bachelor of Business Administration, Finance
Brock Muller's Raymond James & Associates, Inc Experience December 2005 - January 2014
Job Financial Advisor at Cornerstone Retirement Advisors, Inc.
Industry Financial Services
Experience
Cornerstone Retirement Advisors, Inc. February 2014 - Present
Raymond James & Associates, Inc December 2005 - January 2014
Advest, Inc. January 2001 - December 2005
Skills
Personal Financial..., Retirement Planning, Retirement Savings, Investment Advisory, 529 Plans, Financial Planning, College Savings Plans, Stocks, Investments, Bonds, Mutual Funds, Investment Management, Qualified Retirement..., College Funding..., Stock Market
Education
Indiana University Bloomington 1986 — 1989
Bachelor of Arts (B.A.)
Cornerstone Retirement Advisors, Inc. February 2014 - Present
Raymond James & Associates, Inc December 2005 - January 2014
Advest, Inc. January 2001 - December 2005
Skills
Personal Financial..., Retirement Planning, Retirement Savings, Investment Advisory, 529 Plans, Financial Planning, College Savings Plans, Stocks, Investments, Bonds, Mutual Funds, Investment Management, Qualified Retirement..., College Funding..., Stock Market
Education
Indiana University Bloomington 1986 — 1989
Bachelor of Arts (B.A.)
Eric Park Eric Park's Raymond James & Associates, Inc Experience January 2011 - February 2011
Job Sales Account Manager at Alps Electric
Industry Electrical/Electronic Manufacturing
Experience
Alps Electric November 2012 - Present
Advantech Corp August 2011 - May 2012
MSC Software Corp February 2011 - August 2011
Raymond James & Associates, Inc January 2011 - February 2011
Watkins Consulting Group April 2010 - June 2010
Advantech Corp April 2010 - June 2010
OC Human Relations January 2010 - April 2010
First Choice Practice Sales May 2009 - December 2009
Skills
Microsoft Excel, Marketing Strategy, Outlook, Product Marketing, Photoshop, Microsoft Word, Social Media Marketing, Customer Service, Sales, Marketing Communications, Product Development, Negotiation, Salesforce.com, New Business Development, Management, Project Management, Marketing, Microsoft Office
Education
University of California, Irvine
BA, Economics, Conflict Resolution
Korea University
Economics, Marketing Strategy, Korean
Lynbrook High School
Alps Electric November 2012 - Present
Advantech Corp August 2011 - May 2012
MSC Software Corp February 2011 - August 2011
Raymond James & Associates, Inc January 2011 - February 2011
Watkins Consulting Group April 2010 - June 2010
Advantech Corp April 2010 - June 2010
OC Human Relations January 2010 - April 2010
First Choice Practice Sales May 2009 - December 2009
Skills
Microsoft Excel, Marketing Strategy, Outlook, Product Marketing, Photoshop, Microsoft Word, Social Media Marketing, Customer Service, Sales, Marketing Communications, Product Development, Negotiation, Salesforce.com, New Business Development, Management, Project Management, Marketing, Microsoft Office
Education
University of California, Irvine
BA, Economics, Conflict Resolution
Korea University
Economics, Marketing Strategy, Korean
Lynbrook High School
Kevin Stirratt Kevin Stirratt's Raymond James & Associates, Inc Experience 2004 - 2007
Job Experienced Christian Leader
Industry Education Management
Experience
Common Ground Church of the Nazarene July 2010 - Present
Segue Consultants July 2006 - Present
Indiana Wesleyan University 2008 - 2010
Raymond James & Associates, Inc 2004 - 2007
Wabash Church of the Nazarene 1997 - 2003
Skills
Teaching, Non-profits, Public Speaking, Fundraising, Leadership Development, Community Outreach, Preaching, Program Development, Strategic Planning, Management, Theology, Staff Development, Strategic Communications, Leadership, Pastoral Care, Public Relations, Adult Education, Board Development, Higher Education, Organizational..., Volunteer Management, Stewardship, Biblical Studies, Team Leadership, Microsoft Excel, Training, Budgets, Nonprofits, Coaching, Curriculum Design, Creative Writing, Conflict Resolution, Team Building
Education
Indiana Wesleyan University 2002 — 2004
MBA, Finance
Olivet Nazarene University 1991 — 1993
MA, Theology
Olivet Nazarene University 1985 — 1989
BA, Religion
Common Ground Church of the Nazarene July 2010 - Present
Segue Consultants July 2006 - Present
Indiana Wesleyan University 2008 - 2010
Raymond James & Associates, Inc 2004 - 2007
Wabash Church of the Nazarene 1997 - 2003
Skills
Teaching, Non-profits, Public Speaking, Fundraising, Leadership Development, Community Outreach, Preaching, Program Development, Strategic Planning, Management, Theology, Staff Development, Strategic Communications, Leadership, Pastoral Care, Public Relations, Adult Education, Board Development, Higher Education, Organizational..., Volunteer Management, Stewardship, Biblical Studies, Team Leadership, Microsoft Excel, Training, Budgets, Nonprofits, Coaching, Curriculum Design, Creative Writing, Conflict Resolution, Team Building
Education
Indiana Wesleyan University 2002 — 2004
MBA, Finance
Olivet Nazarene University 1991 — 1993
MA, Theology
Olivet Nazarene University 1985 — 1989
BA, Religion
Richard Placey's Raymond James & Associates, Inc Experience May 2010 - Present
Job FA Application Support Analyst at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc May 2010 - Present
Raymond James & Associates, Inc. July 2008 - May 2010
First Advantage Investigative Services May 2003 - May 2008
Nurses, Inc. May 2002 - May 2003
Skills
Financial Analysis, Asset Allocation, Insurance, Investments, Strategic Financial..., Finance, Asset Managment, Sales, Customer Service, Retirement Planning, Retirement, Series 7, Strategic Planning, Portfolio Management, Employee Benefits, Account Management, Salesforce.com, Securities, Risk Management
Education
Georgia Southern University - College of Business Administration 1997 — 2002
BA, Finance w/ emphasis in Real Estate
Raymond James & Associates, Inc May 2010 - Present
Raymond James & Associates, Inc. July 2008 - May 2010
First Advantage Investigative Services May 2003 - May 2008
Nurses, Inc. May 2002 - May 2003
Skills
Financial Analysis, Asset Allocation, Insurance, Investments, Strategic Financial..., Finance, Asset Managment, Sales, Customer Service, Retirement Planning, Retirement, Series 7, Strategic Planning, Portfolio Management, Employee Benefits, Account Management, Salesforce.com, Securities, Risk Management
Education
Georgia Southern University - College of Business Administration 1997 — 2002
BA, Finance w/ emphasis in Real Estate
Barbara Grant Barbara Grant's Raymond James & Associates, Inc Experience June 2011 - April 2012
Job Registered Financial Services Professional
Industry Financial Services
Experience
JPMorgan Securities LLC October 2012 - December 2013
Credit Suisse June 2012 - July 2012
Raymond James & Associates, Inc June 2011 - April 2012
Waddell & Reed, 2009-2010 May 2009 - May 2010
HealthSpring, 2008-2009 September 2008 - January 2009
AON Corporation December 2006 - August 2008
Self Employed March 2001 - December 2006
MassMutual Financial Group September 1998 - March 2001
Merrill Lynch October 1996 - March 1998
Peregrine Financial Group April 1993 - October 1996
Education
Ithaca College
Bachelor of Arts, English
Northwestern University School of Continuing Studies
CFP® designation in progress.
Syracuse University
DIPA Strasbourg, France
The Latin School of Chicago
The Masters School
JPMorgan Securities LLC October 2012 - December 2013
Credit Suisse June 2012 - July 2012
Raymond James & Associates, Inc June 2011 - April 2012
Waddell & Reed, 2009-2010 May 2009 - May 2010
HealthSpring, 2008-2009 September 2008 - January 2009
AON Corporation December 2006 - August 2008
Self Employed March 2001 - December 2006
MassMutual Financial Group September 1998 - March 2001
Merrill Lynch October 1996 - March 1998
Peregrine Financial Group April 1993 - October 1996
Education
Ithaca College
Bachelor of Arts, English
Northwestern University School of Continuing Studies
CFP® designation in progress.
Syracuse University
DIPA Strasbourg, France
The Latin School of Chicago
The Masters School
Zackery Bogaczyk Zackery Bogaczyk's Raymond James & Associates, Inc Experience May 2005 - August 2005
Job Manager of FP&A
Industry Utilities
Experience
Longview Power August 2011 - Present
Taylor-Wharton March 2008 - March 2011
ParenteBeard LLC June 2006 - March 2008
Raymond James & Associates, Inc May 2005 - August 2005
Skills
Financial Modeling, Forecasting, Accounting, Risk Management, Budgets, Account Reconciliation, Financial Audits, Financial Analysis, Finance, Analysis, Financial Reporting, Microsoft Excel, Due Diligence, Strategic Financial..., Variance Analysis, Cash Flow, Cash Management, Leadership, Financial Forecasting
Education
Lock Haven University of Pennsylvania 2003 — 2006
Bachelors, Business Management
Longview Power August 2011 - Present
Taylor-Wharton March 2008 - March 2011
ParenteBeard LLC June 2006 - March 2008
Raymond James & Associates, Inc May 2005 - August 2005
Skills
Financial Modeling, Forecasting, Accounting, Risk Management, Budgets, Account Reconciliation, Financial Audits, Financial Analysis, Finance, Analysis, Financial Reporting, Microsoft Excel, Due Diligence, Strategic Financial..., Variance Analysis, Cash Flow, Cash Management, Leadership, Financial Forecasting
Education
Lock Haven University of Pennsylvania 2003 — 2006
Bachelors, Business Management
Daniel Funes's Raymond James & Associates, Inc Experience January 2004 - January 2008
Job Attorney at The Funes Law Firm (NYC Office)
Industry Legal Services
Experience
The Funes Law Firm March 2013 - Present
JONES DAY® September 2013 - March 2014
The Pagan Law Firm, LLP September 2011 - May 2013
Town Attorney’s Office, Town of Surfside, Florida May 2010 - August 2010
The Honorable Israel Reyes, Miami Dade District Court January 2010 - April 2010
Citi May 2006 - April 2008
Raymond James & Associates, Inc January 2004 - January 2008
Skills
Fluent in written and..., Conversational..., Series 7, Legal Research, Spanish, Courts, Litigation, Criminal Law, Trials, Legal Issues, Immigration Law, Hearings, Personal Injury, Legal Writing, Civil Litigation, Commercial Litigation, Corporate Law, Legal Assistance, Mediation, Westlaw
Education
St. Thomas University 1998 — 2002
Juris Doctor
St. Thomas University School of Law
The Funes Law Firm March 2013 - Present
JONES DAY® September 2013 - March 2014
The Pagan Law Firm, LLP September 2011 - May 2013
Town Attorney’s Office, Town of Surfside, Florida May 2010 - August 2010
The Honorable Israel Reyes, Miami Dade District Court January 2010 - April 2010
Citi May 2006 - April 2008
Raymond James & Associates, Inc January 2004 - January 2008
Skills
Fluent in written and..., Conversational..., Series 7, Legal Research, Spanish, Courts, Litigation, Criminal Law, Trials, Legal Issues, Immigration Law, Hearings, Personal Injury, Legal Writing, Civil Litigation, Commercial Litigation, Corporate Law, Legal Assistance, Mediation, Westlaw
Education
St. Thomas University 1998 — 2002
Juris Doctor
St. Thomas University School of Law
Kirsten Landreth Kirsten Landreth's Raymond James & Associates, Inc Experience March 2011 - Present
Job
Industry Financial Services
Experience
Raymond James & Associates, Inc March 2011 - Present
Education
Mount Holyoke College 1995 — 1999
B.A.
Trinity College-Hartford 1997 — 1998
Jr. Yr. Exchange Program, Legal Studies
Springside School 1984 — 1995
Raymond James & Associates, Inc March 2011 - Present
Education
Mount Holyoke College 1995 — 1999
B.A.
Trinity College-Hartford 1997 — 1998
Jr. Yr. Exchange Program, Legal Studies
Springside School 1984 — 1995
Lucien Stephenson, Kingdom Advisor Qualified's Raymond James & Associates, Inc Experience May 2001 - December 2009
Job
Industry Management Consulting
Experience
Raymond James & Associates, Inc May 2001 - December 2009
Merrill Lynch December 1999 - May 2002
Southwestern Company 1990 - 1999
Skills
Strategic Financial..., Estate Planning, Wealth Management, Wealth, Strategic Planning, Financial Planning, Leadership, Finance, Retirement Planning, Investment Advisory, Investments, Asset Management, Insurance, Financial Advisory, Retirement, Financial Planners, Securities, 401k, Financial Services, Business Planning, Portfolio Management, Six Sigma, Life Insurance, Business Strategy, Wealth Management..., Business Analysis, Charitable Gift Planning, Charitable Remainder..., Charitable Trusts, Donor Advised Funds, Planned Giving, Institutional Giving, Feasibility Studies, Investment Strategies, Long-term Care, High Net Worth..., Income Tax, Tax Preparation, Tax Returns, Tax Advisory, Annual Giving, Biblically Responsible..., Privatized Banking, Private Reserve Strategy, Donor Development, Biblical Teaching, Investing with Clarity, Certified Graduate..., Published Author, Customer Service
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2012
Masters Certificate in Financial Planning, Financial Planning and Services
Villanova University 2007 — 2007
Six Sigma Green Belt, Six Sigma Green Belt Certification
Kent State University 1986 — 1994
BGS, Liberal Arts and Sciences/Liberal Studies
Ivanna Eudora Kean 1983 — 1986
Diploma, General
Raymond James & Associates, Inc May 2001 - December 2009
Merrill Lynch December 1999 - May 2002
Southwestern Company 1990 - 1999
Skills
Strategic Financial..., Estate Planning, Wealth Management, Wealth, Strategic Planning, Financial Planning, Leadership, Finance, Retirement Planning, Investment Advisory, Investments, Asset Management, Insurance, Financial Advisory, Retirement, Financial Planners, Securities, 401k, Financial Services, Business Planning, Portfolio Management, Six Sigma, Life Insurance, Business Strategy, Wealth Management..., Business Analysis, Charitable Gift Planning, Charitable Remainder..., Charitable Trusts, Donor Advised Funds, Planned Giving, Institutional Giving, Feasibility Studies, Investment Strategies, Long-term Care, High Net Worth..., Income Tax, Tax Preparation, Tax Returns, Tax Advisory, Annual Giving, Biblically Responsible..., Privatized Banking, Private Reserve Strategy, Donor Development, Biblical Teaching, Investing with Clarity, Certified Graduate..., Published Author, Customer Service
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2012
Masters Certificate in Financial Planning, Financial Planning and Services
Villanova University 2007 — 2007
Six Sigma Green Belt, Six Sigma Green Belt Certification
Kent State University 1986 — 1994
BGS, Liberal Arts and Sciences/Liberal Studies
Ivanna Eudora Kean 1983 — 1986
Diploma, General
Lance Potter's Raymond James & Associates, Inc Experience January 1998 - May 2003
Job General Manager at Firefighting's Finest Moving & Storage, Inc.
Industry Consumer Services
Experience
Firefighting's Finest Moving & Storage, Inc March 2010 - Present
Network Funding, LP May 2008 - May 2011
Keystone Home Loans May 2003 - May 2008
Raymond James & Associates, Inc January 1998 - May 2003
Skills
Residential Homes, Customer Service, Negotiation, Account Management, Budget, Real Estate, Sales Management, Public Speaking, Team Building, Training, New Business Development, Leadership, Sales, Contract Negotiation, Strategic Planning
Education
Sam Houston State University 1986 — 1991
BA - Teaching, Political Science
Firefighting's Finest Moving & Storage, Inc March 2010 - Present
Network Funding, LP May 2008 - May 2011
Keystone Home Loans May 2003 - May 2008
Raymond James & Associates, Inc January 1998 - May 2003
Skills
Residential Homes, Customer Service, Negotiation, Account Management, Budget, Real Estate, Sales Management, Public Speaking, Team Building, Training, New Business Development, Leadership, Sales, Contract Negotiation, Strategic Planning
Education
Sam Houston State University 1986 — 1991
BA - Teaching, Political Science
Sarah Wheeler Sarah Wheeler's Raymond James & Associates, Inc Experience September 2011 - May 2012
Job Associate Attorney at Charles H. McClenaghan, LLC
Industry Legal Services
Experience
Charles H. McClenaghan, LLC June 2015 - Present
Oliver Law Offices May 2015 - Present
Disparti Fowkes & Hasanbasic, PLLC February 2013 - November 2013
Raymond James November 2011 - May 2012
Raymond James & Associates, Inc September 2011 - May 2012
Freelance / Graphic Design Services June 2006 - September 2011
WBNS-TV June 2009 - September 2009
Ohio House of Representatives June 2009 - September 2009
Skills
Social Media, Editing, Microsoft Office, Social Networking, Copy Editing, Public Relations, Photoshop, Social Media Marketing, Journalism, Online Advertising, Photography, HTML, Press Releases, Marketing Communications, SEO
Education
Thomas M. Cooley Law School 2012 — 2014
Juris Doctor (J.D.), Administrative Law
Ohio University 2006 — 2010
Visual Communications, Interactive Multimedia, Political Science
Charles H. McClenaghan, LLC June 2015 - Present
Oliver Law Offices May 2015 - Present
Disparti Fowkes & Hasanbasic, PLLC February 2013 - November 2013
Raymond James November 2011 - May 2012
Raymond James & Associates, Inc September 2011 - May 2012
Freelance / Graphic Design Services June 2006 - September 2011
WBNS-TV June 2009 - September 2009
Ohio House of Representatives June 2009 - September 2009
Skills
Social Media, Editing, Microsoft Office, Social Networking, Copy Editing, Public Relations, Photoshop, Social Media Marketing, Journalism, Online Advertising, Photography, HTML, Press Releases, Marketing Communications, SEO
Education
Thomas M. Cooley Law School 2012 — 2014
Juris Doctor (J.D.), Administrative Law
Ohio University 2006 — 2010
Visual Communications, Interactive Multimedia, Political Science
Beau Huelster's Raymond James & Associates, Inc Experience June 2010 - September 2010
Job Financial Examiner at Indiana Dept of Financial Institutions
Industry Higher Education
Experience
Indiana Dept of Financial Institutions October 2011 - Present
Shoebox, Hanover College September 2010 - May 2011
Raymond James & Associates, Inc June 2010 - September 2010
Bonges Tavern February 1999 - 2010
Education
Hanover College 2007 — 2011
BA, History, Business, Political Science (Minor)
Indiana Dept of Financial Institutions October 2011 - Present
Shoebox, Hanover College September 2010 - May 2011
Raymond James & Associates, Inc June 2010 - September 2010
Bonges Tavern February 1999 - 2010
Education
Hanover College 2007 — 2011
BA, History, Business, Political Science (Minor)
Conor Mullen Conor Mullen's Raymond James & Associates, Inc Experience April 2011 - April 2012
Job IT Manager at Fun Bits Interactive
Industry Information Technology and Services
Experience
Fun Bits Interactive January 2014 - Present
All Star Directories April 2012 - December 2013
Raymond James & Associates, Inc April 2011 - April 2012
All Star Directories January 2008 - April 2011
Skills
Google Webmaster Tools, SharePoint, Salesforce.com, Google Analytics, SSIS, Requirements Gathering, Business Requirements, SDLC, Analytics, SEO, Access, Call Center, Data Analysis, SSRS, PPC, Google Adwords, Business Analysis, Lead Generation, Data Mining, Performance Tuning, Linux System..., Windows System..., MySQL, Web Analytics, Visio, SQL, System Administration, Web Development, Help Desk Support, Active Directory
Education
Seattle Central College 2005 — 2009
Business Information Technology, IT, Business
Fun Bits Interactive January 2014 - Present
All Star Directories April 2012 - December 2013
Raymond James & Associates, Inc April 2011 - April 2012
All Star Directories January 2008 - April 2011
Skills
Google Webmaster Tools, SharePoint, Salesforce.com, Google Analytics, SSIS, Requirements Gathering, Business Requirements, SDLC, Analytics, SEO, Access, Call Center, Data Analysis, SSRS, PPC, Google Adwords, Business Analysis, Lead Generation, Data Mining, Performance Tuning, Linux System..., Windows System..., MySQL, Web Analytics, Visio, SQL, System Administration, Web Development, Help Desk Support, Active Directory
Education
Seattle Central College 2005 — 2009
Business Information Technology, IT, Business
Joe Saverino, WMS's Raymond James & Associates, Inc Experience May 2005 - Present
Job Associate Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc May 2005 - Present
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Financial Advisory, Finance, Financial Planning, 401k, Investment Management, Wealth, Securities, Retirement, Sales, Strategic Planning, Series 7, Series 63, Business Planning, Life & Health Insurance...
Education
Oakland University 2000 — 2004
BA
De La Salle Collegiate 1995 — 1999
Western Michigan University
Raymond James & Associates, Inc May 2005 - Present
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Financial Advisory, Finance, Financial Planning, 401k, Investment Management, Wealth, Securities, Retirement, Sales, Strategic Planning, Series 7, Series 63, Business Planning, Life & Health Insurance...
Education
Oakland University 2000 — 2004
BA
De La Salle Collegiate 1995 — 1999
Western Michigan University
Jose Chevere Jose Chevere's Raymond James & Associates, Inc Experience August 2000 - March 2002
Job Sales Manager Gulf Coast States, South & Latin America at IPConfigure
Industry Information Technology and Services
Experience
IPConfigure February 2013 - Present
Tech Data September 2011 - February 2013
Tech Data June 2007 - September 2011
Tech Data October 2007 - June 2009
Delicate Moments September 2003 - October 2008
American Express May 1988 - March 2007
FedEx Express May 2002 - August 2005
Raymond James & Associates, Inc August 2000 - March 2002
Skills
Solution Selling, Cloud Computing, Business Development, CRM, Sales, Virtualization, Management, Channel Partners, Account Management, VMware, SaaS, Sales Management, Professional Services, Marketing, Direct Sales, Siebel, Storage, Enterprise Software, Training, Sales Process, Strategic Partnerships, Microsoft Office, Microsoft Excel, DS4000, Leadership, Access, Lead Generation, Salesforce.com, Microsoft CRM, Managed Services, PowerPoint, Data Center, Go-to-market Strategy, Business Alliances, Google Docs, Project Management, Product Management, B2B, Networking, Sales Operations, Excel, Selling, Word, CRM software, IBM Storage, Customer Satisfaction, Software Industry, Negotiation, Partner Management, Video Surveillance...
Education
St. Petersburg College 2001 — 2007
AS Degree, C-Net (Computer Network Support Technician)
IPConfigure February 2013 - Present
Tech Data September 2011 - February 2013
Tech Data June 2007 - September 2011
Tech Data October 2007 - June 2009
Delicate Moments September 2003 - October 2008
American Express May 1988 - March 2007
FedEx Express May 2002 - August 2005
Raymond James & Associates, Inc August 2000 - March 2002
Skills
Solution Selling, Cloud Computing, Business Development, CRM, Sales, Virtualization, Management, Channel Partners, Account Management, VMware, SaaS, Sales Management, Professional Services, Marketing, Direct Sales, Siebel, Storage, Enterprise Software, Training, Sales Process, Strategic Partnerships, Microsoft Office, Microsoft Excel, DS4000, Leadership, Access, Lead Generation, Salesforce.com, Microsoft CRM, Managed Services, PowerPoint, Data Center, Go-to-market Strategy, Business Alliances, Google Docs, Project Management, Product Management, B2B, Networking, Sales Operations, Excel, Selling, Word, CRM software, IBM Storage, Customer Satisfaction, Software Industry, Negotiation, Partner Management, Video Surveillance...
Education
St. Petersburg College 2001 — 2007
AS Degree, C-Net (Computer Network Support Technician)
Bruce Reimer Bruce Reimer's Raymond James & Associates, Inc Experience 2011 - 2014
Job CEO & President at Strategic 3D Solutions, Inc.
Industry Electrical/Electronic Manufacturing
Experience
Strategic 3D Solutions, Inc. 2014 - Present
Raymond James & Associates, Inc 2011 - 2014
Quixote Corporation 2000 - 2010
Rockwell 1983 - 2000
Allis-Chalmers 1980 - 1982
Skills
P&L Responsibility, Mergers, Strategic Planning, Program Management, Product Management, Product Development, Negotiation, Business Planning, Mergers & Acquisitions, Marketing Strategy, Project Management, Operations Management, Business Strategy, Marketing, Sales, Team Leadership, New Business Development, Manufacturing, Change Management, Team Building, Strategic Partnerships, Process Improvement, Analysis, Restructuring, Project Planning, Cross-functional Team..., Leadership, Customer Service, Business Development, Start-ups, Entrepreneurship, Management, Management Consulting, Executive Management, Contract Negotiation, Strategy, P&L Management
Education
Pepperdine University 1984 — 1986
MBA, Business
Oklahoma State University 1976 — 1980
BS, Engineering
Strategic 3D Solutions, Inc. 2014 - Present
Raymond James & Associates, Inc 2011 - 2014
Quixote Corporation 2000 - 2010
Rockwell 1983 - 2000
Allis-Chalmers 1980 - 1982
Skills
P&L Responsibility, Mergers, Strategic Planning, Program Management, Product Management, Product Development, Negotiation, Business Planning, Mergers & Acquisitions, Marketing Strategy, Project Management, Operations Management, Business Strategy, Marketing, Sales, Team Leadership, New Business Development, Manufacturing, Change Management, Team Building, Strategic Partnerships, Process Improvement, Analysis, Restructuring, Project Planning, Cross-functional Team..., Leadership, Customer Service, Business Development, Start-ups, Entrepreneurship, Management, Management Consulting, Executive Management, Contract Negotiation, Strategy, P&L Management
Education
Pepperdine University 1984 — 1986
MBA, Business
Oklahoma State University 1976 — 1980
BS, Engineering
Jessica Penovich's Raymond James & Associates, Inc Experience April 2013 - January 2014
Job Compliance Officer at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. January 2014 - Present
Raymond James & Associates Inc. April 2013 - January 2014
Raymond James & Associates, Inc August 2011 - April 2013
Citi April 2010 - August 2011
Citi April 2007 - April 2010
Skills
Series 7, Series 66, Series 24, 9/10, Series 4, Life & Health Insurance..., Variable Annuities, Mutual Funds, Financial Regulation, Securities, Team Leadership, Options, Regulatory Policy, Customer Service, Option Agreements, Options Strategies, Dispute Resolution, Process Improvement, Credit Cards, AML, Problem Solving
Education
Saint Leo University
Bachelor of Arts (B.A.), Business Administration and Management, General
Transamerica Financial Advisors, Inc. January 2014 - Present
Raymond James & Associates Inc. April 2013 - January 2014
Raymond James & Associates, Inc August 2011 - April 2013
Citi April 2010 - August 2011
Citi April 2007 - April 2010
Skills
Series 7, Series 66, Series 24, 9/10, Series 4, Life & Health Insurance..., Variable Annuities, Mutual Funds, Financial Regulation, Securities, Team Leadership, Options, Regulatory Policy, Customer Service, Option Agreements, Options Strategies, Dispute Resolution, Process Improvement, Credit Cards, AML, Problem Solving
Education
Saint Leo University
Bachelor of Arts (B.A.), Business Administration and Management, General
David Aynat David Aynat's Raymond James & Associates, Inc Experience May 2011 - August 2011
Job Associate at Relationship Science
Industry Financial Services
Experience
Relationship Science January 2013 - Present
Relationship Science October 2012 - January 2013
Raymond James & Associates, Inc May 2011 - August 2011
Raymond James & Associates, Inc May 2010 - August 2010
Ivy Insiders June 2009 - August 2009
Skills
Spanish, Research, Microsoft Office, Marketing, Social Media
Education
Princeton University 2008 — 2012
Economics, Political Economy
Miami Killian Senior High 2004 — 2008
Relationship Science January 2013 - Present
Relationship Science October 2012 - January 2013
Raymond James & Associates, Inc May 2011 - August 2011
Raymond James & Associates, Inc May 2010 - August 2010
Ivy Insiders June 2009 - August 2009
Skills
Spanish, Research, Microsoft Office, Marketing, Social Media
Education
Princeton University 2008 — 2012
Economics, Political Economy
Miami Killian Senior High 2004 — 2008
Julie Francis's Raymond James & Associates, Inc Experience June 2006 - July 2009
Job 401(k) & Defined Benefit Plan Design / Administration
Industry Financial Services
Experience
McCloud & Associates, Inc. August 2009 - Present
Rodan + Fields Dermatologists May 2013 - Present
Raymond James & Associates, Inc June 2006 - July 2009
LPL Finanical November 2002 - May 2006
Bank of America 1996 - 2000
Skills
401k, QuickBooks, Outlook, Customer Service, Administrative..., Microsoft Excel, Microsoft Word, Leadership, Team Building, Payroll, Sales, Administration, Social Media, Investments, Management
Education
Central High School
Missouri Western State University
McCloud & Associates, Inc. August 2009 - Present
Rodan + Fields Dermatologists May 2013 - Present
Raymond James & Associates, Inc June 2006 - July 2009
LPL Finanical November 2002 - May 2006
Bank of America 1996 - 2000
Skills
401k, QuickBooks, Outlook, Customer Service, Administrative..., Microsoft Excel, Microsoft Word, Leadership, Team Building, Payroll, Sales, Administration, Social Media, Investments, Management
Education
Central High School
Missouri Western State University
Alyssa Hauler Alyssa Hauler's Raymond James & Associates, Inc Experience January 2011 - May 2014
Job FEDE IT Business Analyst at Ford Motor Company
Industry Information Technology and Services
Experience
Ford Motor Company August 2015 - Present
Ford Motor Company June 2014 - August 2015
Raymond James & Associates, Inc January 2011 - May 2014
Glacial Energy September 2010 - November 2011
International Robot Support April 2007 - September 2010
Skills
Windows 7, Troubleshooting, Help Desk Support, Microsoft Office, Customer Service, Software Documentation, Active Directory, Computer Hardware, Visio, Access, Technical Support, Payroll, Outlook, Microsoft Excel, Information Technology, Windows, Windows XP, Accounts Payable, Accounts Receivable, Process Improvement, XP, Operating Systems, PowerPoint, Team Leadership, iPhone, Microsoft Word, HTML, Customer Support, SharePoint, Disaster Recovery, Networking, Business Analysis, Green Belt, Six Sigma, Mac OS, DNS Server, Cisco Routers, Cisco Technologies, Technical Standards
Education
Lawrence Technological University 2012 — 2014
Masters of Science in Information Systems, Management Information Systems, General
Lawrence Technological University 2010 — 2012
Bachelor of Applied Science (BASc), Information Technology
Macomb Community College 2008 — 2010
Associate's degree, General Studies
Ford Motor Company August 2015 - Present
Ford Motor Company June 2014 - August 2015
Raymond James & Associates, Inc January 2011 - May 2014
Glacial Energy September 2010 - November 2011
International Robot Support April 2007 - September 2010
Skills
Windows 7, Troubleshooting, Help Desk Support, Microsoft Office, Customer Service, Software Documentation, Active Directory, Computer Hardware, Visio, Access, Technical Support, Payroll, Outlook, Microsoft Excel, Information Technology, Windows, Windows XP, Accounts Payable, Accounts Receivable, Process Improvement, XP, Operating Systems, PowerPoint, Team Leadership, iPhone, Microsoft Word, HTML, Customer Support, SharePoint, Disaster Recovery, Networking, Business Analysis, Green Belt, Six Sigma, Mac OS, DNS Server, Cisco Routers, Cisco Technologies, Technical Standards
Education
Lawrence Technological University 2012 — 2014
Masters of Science in Information Systems, Management Information Systems, General
Lawrence Technological University 2010 — 2012
Bachelor of Applied Science (BASc), Information Technology
Macomb Community College 2008 — 2010
Associate's degree, General Studies
Dawn Roux Dawn Roux's Raymond James & Associates, Inc Experience October 2010 - January 2012
Job Health Services Manager at US Air Force Reserve
Industry Financial Services
Experience
US Air Force Reserve September 2011 - Present
Raymond James & Associates, Inc October 2010 - January 2012
Michigan Air National Guard April 1990 - August 1993
United States Air Force June 1988 - March 1990
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Team Leadership, Leadership, Time Management, Sales, Teamwork, Outlook, Public Speaking, Management, Analysis, Data Analysis, Team Building, Human Resources, Military, Data Entry, Healthcare, Government, Event Planning, Sales Management, Strategic Planning, New Business Development, Contract Negotiation, Account Management, Program Management
Education
University of Wisconsin-Madison 1996 — 1998
Teaching English as a Second or Foreign Language/ESL Language Instructor
Madison Area Technical College 1995 — 1996
Northern Michigan University 1993 — 1994
MCConnell School Inc 1986 — 1987
Tourism and Travel Services Management
US Air Force Reserve September 2011 - Present
Raymond James & Associates, Inc October 2010 - January 2012
Michigan Air National Guard April 1990 - August 1993
United States Air Force June 1988 - March 1990
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Team Leadership, Leadership, Time Management, Sales, Teamwork, Outlook, Public Speaking, Management, Analysis, Data Analysis, Team Building, Human Resources, Military, Data Entry, Healthcare, Government, Event Planning, Sales Management, Strategic Planning, New Business Development, Contract Negotiation, Account Management, Program Management
Education
University of Wisconsin-Madison 1996 — 1998
Teaching English as a Second or Foreign Language/ESL Language Instructor
Madison Area Technical College 1995 — 1996
Northern Michigan University 1993 — 1994
MCConnell School Inc 1986 — 1987
Tourism and Travel Services Management
Christian Conte's Raymond James & Associates, Inc Experience March 2011 - May 2011
Job Business Analyst, Software & Services at Enservio
Industry Financial Services
Experience
Enservio January 2015 - Present
Enservio June 2014 - January 2015
Enservio June 2013 - June 2014
Enservio August 2012 - May 2013
Enservio October 2011 - July 2012
Raymond James & Associates, Inc March 2011 - May 2011
Webster Bank March 2010 - March 2011
Real-Time Portfolio Management Mutual Fund September 2008 - May 2009
Core Trading Consultants Mutual Fund 2005 - 2009
UBS June 2008 - August 2008
Skills
Business Analytics, Project Management, Product Management, Property & Casualty..., Product Development, Document Review, Portfolio Management, Finance, Investments, Microsoft Excel, PowerPivot, Microsoft Word, Microsoft SQL Server, SQL, Customer Service, Version One, Microsoft Project, PowerPoint
Education
Ithaca College 2005 — 2009
Bachelor's degree, Finance & Management
Enservio January 2015 - Present
Enservio June 2014 - January 2015
Enservio June 2013 - June 2014
Enservio August 2012 - May 2013
Enservio October 2011 - July 2012
Raymond James & Associates, Inc March 2011 - May 2011
Webster Bank March 2010 - March 2011
Real-Time Portfolio Management Mutual Fund September 2008 - May 2009
Core Trading Consultants Mutual Fund 2005 - 2009
UBS June 2008 - August 2008
Skills
Business Analytics, Project Management, Product Management, Property & Casualty..., Product Development, Document Review, Portfolio Management, Finance, Investments, Microsoft Excel, PowerPivot, Microsoft Word, Microsoft SQL Server, SQL, Customer Service, Version One, Microsoft Project, PowerPoint
Education
Ithaca College 2005 — 2009
Bachelor's degree, Finance & Management
Andrew Lerner Andrew Lerner's Raymond James & Associates, Inc Experience February 2004 - February 2013
Job Research Director, Networking at Gartner
Industry Information Technology and Services
Experience
Gartner March 2013 - Present
Raymond James & Associates, Inc February 2004 - February 2013
ThruPoint, Inc (formerly Total Network Solutions) January 2000 - January 2004
Booz Allen Hamilton July 1998 - December 1999
Skills
Network Architecture, Network Engineering, Network Design, Cisco Technologies, F5 BigIP, Riverbed, Network Security, BGP, OSPF, IP Multicast, Spanning Tree, Visio, Dynamic Routing, MPLS, Cisco Nexus, Cisco IOS, Data Center, Security, CCNP, Switches, Routers, DDoS Mitigation, Frame Relay, WAN Optimisation, Application Delivery..., Load Balancing, Routing, TCP/IP, EIGRP, Wireshark, DLP, DNS, Disaster Recovery, CISSP, VoIP, VPN, Cisco Routers, Firewalls, WAN, Information Security, Enterprise Architecture, Networking, Enterprise Software, Computer Security, Checkpoint, Juniper, LAN-WAN, IPS, Unified Communications, Information Technology
Education
George Mason University 2001 — 2002
Master of Science (MS)
University of Maryland College Park 1994 — 1998
Bachelor of Science (BS)
Gartner March 2013 - Present
Raymond James & Associates, Inc February 2004 - February 2013
ThruPoint, Inc (formerly Total Network Solutions) January 2000 - January 2004
Booz Allen Hamilton July 1998 - December 1999
Skills
Network Architecture, Network Engineering, Network Design, Cisco Technologies, F5 BigIP, Riverbed, Network Security, BGP, OSPF, IP Multicast, Spanning Tree, Visio, Dynamic Routing, MPLS, Cisco Nexus, Cisco IOS, Data Center, Security, CCNP, Switches, Routers, DDoS Mitigation, Frame Relay, WAN Optimisation, Application Delivery..., Load Balancing, Routing, TCP/IP, EIGRP, Wireshark, DLP, DNS, Disaster Recovery, CISSP, VoIP, VPN, Cisco Routers, Firewalls, WAN, Information Security, Enterprise Architecture, Networking, Enterprise Software, Computer Security, Checkpoint, Juniper, LAN-WAN, IPS, Unified Communications, Information Technology
Education
George Mason University 2001 — 2002
Master of Science (MS)
University of Maryland College Park 1994 — 1998
Bachelor of Science (BS)
Sarah McLaughlin Sarah McLaughlin's Raymond James & Associates, Inc Experience April 2007 - August 2008
Job Regional Sales Director at Dow Jones
Industry Market Research
Experience
Dow Jones January 2014 - Present
Dow Jones May 2013 - December 2013
Meltwater Group February 2013 - May 2013
Meltwater Group May 2011 - February 2013
Tennis Canada January 2010 - August 2010
Raymond James & Associates, Inc April 2007 - August 2008
Education
George Brown College 2009 — 2010
Sports and Event Marketing
Wilfrid Laurier University 2005 — 2009
Communications
Dow Jones January 2014 - Present
Dow Jones May 2013 - December 2013
Meltwater Group February 2013 - May 2013
Meltwater Group May 2011 - February 2013
Tennis Canada January 2010 - August 2010
Raymond James & Associates, Inc April 2007 - August 2008
Education
George Brown College 2009 — 2010
Sports and Event Marketing
Wilfrid Laurier University 2005 — 2009
Communications
Maria Booker, MA, LEED GA, CAPM Maria Booker, MA, LEED GA, CAPM's Raymond James & Associates, Inc Experience July 2007 - July 2008
Job EHS Manager at Formulated Solutions
Industry Environmental Services
Experience
Formulated Solutions September 2015 - Present
Bausch + Lomb March 2015 - September 2015
Bausch + Lomb September 2011 - March 2015
Florida Pollution Prevention Roundtable, Inc. June 2012 - April 2013
Bausch + Lomb February 2011 - September 2011
Switch May 2011 - July 2011
University of South Florida July 2010 - May 2011
Raymond James & Associates, Inc July 2007 - July 2008
Skills
LEED, Microsoft Office, ISO, Sustainability, Renewable Energy, Water, Environmental Management, Sustainable Development, Sustainability Strategy, Sustainable Business, Green Building, ISO 14001, Waste Management, Sustainability Reporting, Energy Efficiency, Environmental, Corporate Social..., Energy Audits, Green, Environmental Policy, Research, Climate Change, Energy, Business Strategy, Stakeholder Engagement, Strategic Planning, Project Planning, Energy Conservation, Business Planning, Compliance, Change Management, Problem Solving, Solar, Environmental Compliance, Environmental..., Sustainability..., Corporate Communications, Environmental Awareness, Proposal Writing, Sustainable Energy, Occupational Health, Solar Energy, Analysis, Waste, Hazardous Waste..., Recycling, Environmental Issues, Carbon Footprinting
Education
University of South Florida 2010 — 2011
Master of Arts, Global Sustainability
St. Petersburg College 2007 — 2010
Bachelor of Applied Science, Management and Organizational Leadership in Sustainable Businesses
Formulated Solutions September 2015 - Present
Bausch + Lomb March 2015 - September 2015
Bausch + Lomb September 2011 - March 2015
Florida Pollution Prevention Roundtable, Inc. June 2012 - April 2013
Bausch + Lomb February 2011 - September 2011
Switch May 2011 - July 2011
University of South Florida July 2010 - May 2011
Raymond James & Associates, Inc July 2007 - July 2008
Skills
LEED, Microsoft Office, ISO, Sustainability, Renewable Energy, Water, Environmental Management, Sustainable Development, Sustainability Strategy, Sustainable Business, Green Building, ISO 14001, Waste Management, Sustainability Reporting, Energy Efficiency, Environmental, Corporate Social..., Energy Audits, Green, Environmental Policy, Research, Climate Change, Energy, Business Strategy, Stakeholder Engagement, Strategic Planning, Project Planning, Energy Conservation, Business Planning, Compliance, Change Management, Problem Solving, Solar, Environmental Compliance, Environmental..., Sustainability..., Corporate Communications, Environmental Awareness, Proposal Writing, Sustainable Energy, Occupational Health, Solar Energy, Analysis, Waste, Hazardous Waste..., Recycling, Environmental Issues, Carbon Footprinting
Education
University of South Florida 2010 — 2011
Master of Arts, Global Sustainability
St. Petersburg College 2007 — 2010
Bachelor of Applied Science, Management and Organizational Leadership in Sustainable Businesses
Jeremy Dunford Jeremy Dunford's Raymond James & Associates, Inc Experience
Job Option Strategist at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc
Skills
Series 7, Investments, Portfolio Management, Securities, Equities, Alternative Investments, Financial Analysis
Education
University of South Florida 1998 — 2001
Bachelor of Fine Arts (B.F.A.), Finance, General
University of North Florida 1991 — 1993
Did not complete, Mathematics
Palm Beach Community College 1989 — 1991
Associate's degree, Pre-Engineering
Raymond James & Associates, Inc
Skills
Series 7, Investments, Portfolio Management, Securities, Equities, Alternative Investments, Financial Analysis
Education
University of South Florida 1998 — 2001
Bachelor of Fine Arts (B.F.A.), Finance, General
University of North Florida 1991 — 1993
Did not complete, Mathematics
Palm Beach Community College 1989 — 1991
Associate's degree, Pre-Engineering
Rachel Soper Rachel Soper's Raymond James & Associates, Inc Experience July 2011 - June 2014
Job MBA Candidate at Harvard Business School
Industry Investment Banking
Experience
Harvard Business School July 2015 - Present
Raymond James Financial Inc. July 2014 - June 2015
Raymond James & Associates, Inc July 2011 - June 2014
Cambridge Associates June 2010 - August 2010
Southall Eden Paperie January 2010 - May 2010
YHB Investment Advisors June 2009 - August 2009
Friends Incorporated June 2006 - August 2008
Skills
Financial Modeling, Valuation, Microsoft Excel, Investment Banking, Financial Analysis, Marketing Strategy, Designs, Private Equity, Venture Capital, Portfolio Management, Asset Allocation, Microsoft Office, Corporate Finance, Mergers & Acquisitions
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Vanderbilt University 2007 — 2011
Bachelor of Arts, Economics, Cum Laude
Kingswood-Oxford School 2002 — 2006
High School Diploma
Harvard Business School July 2015 - Present
Raymond James Financial Inc. July 2014 - June 2015
Raymond James & Associates, Inc July 2011 - June 2014
Cambridge Associates June 2010 - August 2010
Southall Eden Paperie January 2010 - May 2010
YHB Investment Advisors June 2009 - August 2009
Friends Incorporated June 2006 - August 2008
Skills
Financial Modeling, Valuation, Microsoft Excel, Investment Banking, Financial Analysis, Marketing Strategy, Designs, Private Equity, Venture Capital, Portfolio Management, Asset Allocation, Microsoft Office, Corporate Finance, Mergers & Acquisitions
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Vanderbilt University 2007 — 2011
Bachelor of Arts, Economics, Cum Laude
Kingswood-Oxford School 2002 — 2006
High School Diploma
Susan Seaman, CSM Susan Seaman, CSM's Raymond James & Associates, Inc Experience September 2008 - April 2013
Job IT Project Coordinator at PwC
Industry Financial Services
Experience
PwC July 2013 - Present
Raymond James Financial Inc. June 2012 - April 2013
Raymond James & Associates, Inc September 2008 - April 2013
Raymond James & Associates, Inc October 2004 - September 2008
Brooks Eckerd Pharmacy May 2000 - July 2004
BDO Ireland April 1992 - June 1994
Skills
Microsoft Office, Troubleshooting, SharePoint, Customer Relations, Customer Service, Data Analysis, MS Project, Business Analysis, Project Management, Program Management, Process Improvement, Management, Databases, Leadership, Project Status Reporting, PMO set-up, PMO, HTML, Requirements Gathering, SDLC, Vendor Management, Requirements Analysis, Risk Management, Project Analysis, Consulting, Project Planning, Testing, Team Leadership, Strategic Planning, Visio, Training, Analysis, Networking, Disaster Recovery, Quality Assurance, Project Portfolio..., ERP, Enterprise Architecture, PMP, Integration, Business Process..., IT Management, Information Technology, Business Process, Software Project..., ITIL, IT Strategy, Resource Management, Business Requirements, Agile Project Management
Education
St. Petersburg College 2009 — 2010
BAS, Technology Management
St. Petersburg College 2006 — 2008
Associate's, Computer Network Support
PwC July 2013 - Present
Raymond James Financial Inc. June 2012 - April 2013
Raymond James & Associates, Inc September 2008 - April 2013
Raymond James & Associates, Inc October 2004 - September 2008
Brooks Eckerd Pharmacy May 2000 - July 2004
BDO Ireland April 1992 - June 1994
Skills
Microsoft Office, Troubleshooting, SharePoint, Customer Relations, Customer Service, Data Analysis, MS Project, Business Analysis, Project Management, Program Management, Process Improvement, Management, Databases, Leadership, Project Status Reporting, PMO set-up, PMO, HTML, Requirements Gathering, SDLC, Vendor Management, Requirements Analysis, Risk Management, Project Analysis, Consulting, Project Planning, Testing, Team Leadership, Strategic Planning, Visio, Training, Analysis, Networking, Disaster Recovery, Quality Assurance, Project Portfolio..., ERP, Enterprise Architecture, PMP, Integration, Business Process..., IT Management, Information Technology, Business Process, Software Project..., ITIL, IT Strategy, Resource Management, Business Requirements, Agile Project Management
Education
St. Petersburg College 2009 — 2010
BAS, Technology Management
St. Petersburg College 2006 — 2008
Associate's, Computer Network Support
Katrina Gearhart Katrina Gearhart's Raymond James & Associates, Inc Experience February 2000 - February 2003
Job Purchasing at Andritz Iggesund Tools
Industry Paper & Forest Products
Experience
ANDRITZ Iggesund Tools, Inc. April 2015 - Present
ANDRITZ Iggesund Tools, Inc. May 2007 - April 2015
Gulfcoast Ultrasound Institute, Inc May 2005 - May 2007
CFIC Home Mortgage August 2004 - May 2005
Raymond James & Associates, Inc February 2000 - February 2003
Skills
Customer Service, Office Administration, SharePoint Designer, Microsoft Excel, Inventory Control, Accounting, Payroll, Human Resources, Executive Level..., Project Management, Microsoft Word, Outlook, Sales Contracts, Team Leadership, SharePoint, Access, Teamwork, Management, Accounts Receivable, Process Improvement, Microsoft Office, Accounts Payable, Training, Software Documentation, Business Analysis, Leadership, Team Building, MS Project, Benefits Administration, Analysis, Troubleshooting, Data Entry, Program Management, Inventory Management, Operations Management, Continuous Improvement, Invoicing, Manufacturing
Education
St. Petersburg College 2008 — 2012
AS, Business Administration, Cum Laude
Gibbs High School 1994 — 1995
High School Diploma, College Preparatory
Hazleton Area High School 1992 — 1994
College Preparatory
ANDRITZ Iggesund Tools, Inc. April 2015 - Present
ANDRITZ Iggesund Tools, Inc. May 2007 - April 2015
Gulfcoast Ultrasound Institute, Inc May 2005 - May 2007
CFIC Home Mortgage August 2004 - May 2005
Raymond James & Associates, Inc February 2000 - February 2003
Skills
Customer Service, Office Administration, SharePoint Designer, Microsoft Excel, Inventory Control, Accounting, Payroll, Human Resources, Executive Level..., Project Management, Microsoft Word, Outlook, Sales Contracts, Team Leadership, SharePoint, Access, Teamwork, Management, Accounts Receivable, Process Improvement, Microsoft Office, Accounts Payable, Training, Software Documentation, Business Analysis, Leadership, Team Building, MS Project, Benefits Administration, Analysis, Troubleshooting, Data Entry, Program Management, Inventory Management, Operations Management, Continuous Improvement, Invoicing, Manufacturing
Education
St. Petersburg College 2008 — 2012
AS, Business Administration, Cum Laude
Gibbs High School 1994 — 1995
High School Diploma, College Preparatory
Hazleton Area High School 1992 — 1994
College Preparatory
Corey Higgins Corey Higgins's Raymond James & Associates, Inc Experience July 2005 - August 2006
Job Uncompromising end user support analyst
Industry Information Technology and Services
Experience
Visa December 2014 - Present
8-Bit ATX August 2012 - Present
Invenio Marketing Solutions January 2012 - August 2014
VaultLogix August 2010 - June 2011
Emerson August 2008 - January 2009
Dell March 2008 - June 2008
State National Companies June 2007 - February 2008
Fidelity Investments October 2006 - February 2007
Raymond James & Associates, Inc July 2005 - August 2006
Raymond James Financial Inc. December 2003 - July 2005
Skills
Microsoft SQL Server, Salesforce.com, SharePoint, Databases, Visio, SQL, Process Improvement, Cloud Computing, Enterprise Software, Disaster Recovery, Access, Troubleshooting, SaaS, CRM, Virtualization
Education
ITT Technical Institute 2001 — 2003
Associates
Oakland Community College 1994 — 2000
Visa December 2014 - Present
8-Bit ATX August 2012 - Present
Invenio Marketing Solutions January 2012 - August 2014
VaultLogix August 2010 - June 2011
Emerson August 2008 - January 2009
Dell March 2008 - June 2008
State National Companies June 2007 - February 2008
Fidelity Investments October 2006 - February 2007
Raymond James & Associates, Inc July 2005 - August 2006
Raymond James Financial Inc. December 2003 - July 2005
Skills
Microsoft SQL Server, Salesforce.com, SharePoint, Databases, Visio, SQL, Process Improvement, Cloud Computing, Enterprise Software, Disaster Recovery, Access, Troubleshooting, SaaS, CRM, Virtualization
Education
ITT Technical Institute 2001 — 2003
Associates
Oakland Community College 1994 — 2000
Jessica Guild, PHR Jessica Guild, PHR's Raymond James & Associates, Inc Experience January 2011 - February 2012
Job Workday HCM/Payroll Business Analyst at Time Inc.
Industry Human Resources
Experience
Time Inc. June 2014 - Present
Time Warner Inc. July 2012 - October 2014
Raymond James Financial Inc. January 2012 - July 2012
Raymond James & Associates, Inc January 2011 - February 2012
Raymond James Financial March 2008 - January 2011
Raymond James Financial September 2007 - March 2008
Skills
PeopleSoft, Process Improvement, Business Process..., Personnel Management, HRIS, Project Management, Workday, Data Analysis, Visio, Employee Benefits, Employee Relations, Change Management, Performance Management, Applicant Tracking..., Talent Management, Talent Acquisition, Recruiting, SharePoint, Business Analysis, Requirements Analysis, Requirements Gathering, Business Requirements
Education
University of South Florida 2005 — 2008
BS, Business Management
University of South Florida 2005 — 2008
Certification, Project Management
St. Petersburg College 2009 — 2009
Project Management Certification Courses
Hillsborough Community College 2003 — 2005
AA, Business Management
Time Inc. June 2014 - Present
Time Warner Inc. July 2012 - October 2014
Raymond James Financial Inc. January 2012 - July 2012
Raymond James & Associates, Inc January 2011 - February 2012
Raymond James Financial March 2008 - January 2011
Raymond James Financial September 2007 - March 2008
Skills
PeopleSoft, Process Improvement, Business Process..., Personnel Management, HRIS, Project Management, Workday, Data Analysis, Visio, Employee Benefits, Employee Relations, Change Management, Performance Management, Applicant Tracking..., Talent Management, Talent Acquisition, Recruiting, SharePoint, Business Analysis, Requirements Analysis, Requirements Gathering, Business Requirements
Education
University of South Florida 2005 — 2008
BS, Business Management
University of South Florida 2005 — 2008
Certification, Project Management
St. Petersburg College 2009 — 2009
Project Management Certification Courses
Hillsborough Community College 2003 — 2005
AA, Business Management
Rob Richman Rob Richman's Raymond James & Associates, Inc Experience June 2008 - January 2010
Job Business Analyst
Industry Higher Education
Experience
Peak Performance Centre of Excellence Ltd December 2010 - Present
Raymond James & Associates, Inc June 2008 - January 2010
Merrill Lynch March 2007 - August 2007
Education
John Carroll University 2010 — 2012
MBA
The Ohio State University 2004 — 2008
Bachelors, Finance
Peak Performance Centre of Excellence Ltd December 2010 - Present
Raymond James & Associates, Inc June 2008 - January 2010
Merrill Lynch March 2007 - August 2007
Education
John Carroll University 2010 — 2012
MBA
The Ohio State University 2004 — 2008
Bachelors, Finance
John Clark, WMS's Raymond James & Associates, Inc Experience April 2003 - Present
Job First Vice President, Investments Raymond James 9910 Dupont Circle Drive East
Industry Financial Services
Experience
Raymond James & Associates, Inc April 2003 - Present
Merrill Lynch October 1997 - April 2003
Salomon Smith Barney October 1991 - October 1997
PaineWebber, Inc. June 1985 - October 1991
Skills
Mutual Funds, Private Equity, Retirement Planning, Wealth Management, Asset Management, Investments, Securities, Financial Services, Finance, Financial Advisory, Investment Management
Education
Indiana University Bloomington 1975 — 1979
Bachelor's of Science, Transportation, Finance, Economics
Indiana University-Purdue University Fort Wayne (IPFW)
Raymond James & Associates, Inc April 2003 - Present
Merrill Lynch October 1997 - April 2003
Salomon Smith Barney October 1991 - October 1997
PaineWebber, Inc. June 1985 - October 1991
Skills
Mutual Funds, Private Equity, Retirement Planning, Wealth Management, Asset Management, Investments, Securities, Financial Services, Finance, Financial Advisory, Investment Management
Education
Indiana University Bloomington 1975 — 1979
Bachelor's of Science, Transportation, Finance, Economics
Indiana University-Purdue University Fort Wayne (IPFW)
Amy Mullins-Rodgers Amy Mullins-Rodgers's Raymond James & Associates, Inc Experience May 2011 - March 2012
Job Care Coordinator at Arcadia Home Care & Staffing
Industry Hospital & Health Care
Experience
Arcadia Home Care & Staffing March 2012 - January 2015
Raymond James & Associates, Inc May 2011 - March 2012
Edward Jones December 2009 - April 2011
HCR ManorCare February 2007 - April 2010
The Estée Lauder Companies Inc. 2006 - 2010
Skills
Microsoft Office, Customer Service, Accounts Payable, Healthcare, Billing, Fundraising, Administration, Insurance, Word, Excel, Problem Solving, PowerPoint, Editing, Supervisory Skills, Customer Relations, Documentation, Event Planning, Scheduling, Accounting, Outlook, Newsletters, Troubleshooting, Retail, Writing, Non-profits, Microsoft Word, Software Documentation, Healthcare Management, Microsoft Excel, Home Care, Data Entry, Marketing, Time Management, Training, Public Speaking, Recruiting, Team Building, Budgets, Employee Relations, Medicare, Strategic Planning, Coaching, Policy, Community Outreach, Leadership Development, HIPAA, Hospitals, Process Scheduler, Project Planning, Management
Education
Spring Arbor University 2013 — 2015
Bachelor of Science (B.S.), Organizational Management
Jackson Community College 2004 — 2008
Associates, General
Belleville High School 1986 — 1991
Arcadia Home Care & Staffing March 2012 - January 2015
Raymond James & Associates, Inc May 2011 - March 2012
Edward Jones December 2009 - April 2011
HCR ManorCare February 2007 - April 2010
The Estée Lauder Companies Inc. 2006 - 2010
Skills
Microsoft Office, Customer Service, Accounts Payable, Healthcare, Billing, Fundraising, Administration, Insurance, Word, Excel, Problem Solving, PowerPoint, Editing, Supervisory Skills, Customer Relations, Documentation, Event Planning, Scheduling, Accounting, Outlook, Newsletters, Troubleshooting, Retail, Writing, Non-profits, Microsoft Word, Software Documentation, Healthcare Management, Microsoft Excel, Home Care, Data Entry, Marketing, Time Management, Training, Public Speaking, Recruiting, Team Building, Budgets, Employee Relations, Medicare, Strategic Planning, Coaching, Policy, Community Outreach, Leadership Development, HIPAA, Hospitals, Process Scheduler, Project Planning, Management
Education
Spring Arbor University 2013 — 2015
Bachelor of Science (B.S.), Organizational Management
Jackson Community College 2004 — 2008
Associates, General
Belleville High School 1986 — 1991
Joseph (Joe) Shinske's Raymond James & Associates, Inc Experience June 1994 - August 2004
Job Financial Services Representative at CUNA Brokerage Services, Inc
Industry Financial Services
Experience
CUNA Brokerage Services, Inc July 2013 - Present
First Credit Union September 2004 - Present
Cetera Advisor Networks September 2004 - July 2013
Raymond James & Associates, Inc June 1994 - August 2004
Education
Northern Arizona University 1992 — 1994
B.S.B.A., Finance
CUNA Brokerage Services, Inc July 2013 - Present
First Credit Union September 2004 - Present
Cetera Advisor Networks September 2004 - July 2013
Raymond James & Associates, Inc June 1994 - August 2004
Education
Northern Arizona University 1992 — 1994
B.S.B.A., Finance
Robert Vastine's Raymond James & Associates, Inc Experience September 2010 - June 2012
Job Private Client Advisor at JP Morgan
Industry Financial Services
Experience
JPMorgan Chase November 2013 - Present
JPMorgan Securities February 2013 - November 2013
Raymond James & Associates, Inc September 2010 - June 2012
Associated Insurance Managers April 2006 - September 2010
Education
Louisiana State University 2001 — 2005
BA, Business, Economics & Sociology
JPMorgan Chase November 2013 - Present
JPMorgan Securities February 2013 - November 2013
Raymond James & Associates, Inc September 2010 - June 2012
Associated Insurance Managers April 2006 - September 2010
Education
Louisiana State University 2001 — 2005
BA, Business, Economics & Sociology
Stephanie Kircher's Raymond James & Associates, Inc Experience June 2011 - August 2012
Job Behavior Interventionist
Industry Individual & Family Services
Experience
Easter Seals Bay Area December 2013 - Present
Blue Oak Middle School & Evolve Volleyball Club August 2013 - Present
High School August 2013 - December 2013
Raymond James & Associates, Inc June 2011 - August 2012
Skills
Clerical Duties, Territory Planning, Customer Service, Scheduling, Contract Negotiation, Time Management, Sales and Marketing, Written and Oral..., Sociology, Political Sociology, Organizational Sociology, Criminology, Oversight Over Employees, Event Management, CRM software, Excel, Organized, Business Management, Supply Chain Management, Entry Level Accounting..., Self Driven, Contract Management, Team Oriented, Team Leadership, Creative Writing, Punctual, Sociable, Social Media, Problem Solving, Research, Accounts Payable, Accounts Receivable, SPSS, Microsoft Office 2007, Management, Sales Operations, Microsoft Excel, Leadership, Recruiting, Team-oriented, Marketing, Sales, Process Scheduler, Social Networking, Interviews, Program Management
Education
John F. Kennedy University
MA, MFT/LPCC
University of California, Irvine 2008 — 2012
BA, Sociology
Easter Seals Bay Area December 2013 - Present
Blue Oak Middle School & Evolve Volleyball Club August 2013 - Present
High School August 2013 - December 2013
Raymond James & Associates, Inc June 2011 - August 2012
Skills
Clerical Duties, Territory Planning, Customer Service, Scheduling, Contract Negotiation, Time Management, Sales and Marketing, Written and Oral..., Sociology, Political Sociology, Organizational Sociology, Criminology, Oversight Over Employees, Event Management, CRM software, Excel, Organized, Business Management, Supply Chain Management, Entry Level Accounting..., Self Driven, Contract Management, Team Oriented, Team Leadership, Creative Writing, Punctual, Sociable, Social Media, Problem Solving, Research, Accounts Payable, Accounts Receivable, SPSS, Microsoft Office 2007, Management, Sales Operations, Microsoft Excel, Leadership, Recruiting, Team-oriented, Marketing, Sales, Process Scheduler, Social Networking, Interviews, Program Management
Education
John F. Kennedy University
MA, MFT/LPCC
University of California, Irvine 2008 — 2012
BA, Sociology
Rich Kelly, CRPC® Rich Kelly, CRPC®'s Raymond James & Associates, Inc Experience April 1993 - July 1997
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC June 2014 - Present
BSI Capital Management March 2010 - June 2014
SunTrust Bank & SunTrust Investment Services July 2006 - March 2010
Kelly & Associates January 2002 - June 2006
First South Bank August 1998 - December 2001
IBM Global Services June 1998 - July 1999
Raymond James & Associates, Inc April 1993 - July 1997
First State Savings & Loan of Spartanburg, SC-A Division of Poughkeepsie Savings Bank April 1991 - January 1993
Poughkeepsie Savings Bank July 1985 - April 1991
Skills
Investments, Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Securities, Series 7, Series 63, Investment Management, Disability Insurance, Management, Estate Planning, Retirement, 401k, IRAs, Life Insurance, Mutual Funds, Variable Annuities, 529 Plans, Variable Products
Education
Kentucky Wesleyan College 1967 — 1971
BA, Economics
Ossining High School 1963 — 1967
Regents Diploma
Allstate Financial Services, LLC June 2014 - Present
BSI Capital Management March 2010 - June 2014
SunTrust Bank & SunTrust Investment Services July 2006 - March 2010
Kelly & Associates January 2002 - June 2006
First South Bank August 1998 - December 2001
IBM Global Services June 1998 - July 1999
Raymond James & Associates, Inc April 1993 - July 1997
First State Savings & Loan of Spartanburg, SC-A Division of Poughkeepsie Savings Bank April 1991 - January 1993
Poughkeepsie Savings Bank July 1985 - April 1991
Skills
Investments, Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Securities, Series 7, Series 63, Investment Management, Disability Insurance, Management, Estate Planning, Retirement, 401k, IRAs, Life Insurance, Mutual Funds, Variable Annuities, 529 Plans, Variable Products
Education
Kentucky Wesleyan College 1967 — 1971
BA, Economics
Ossining High School 1963 — 1967
Regents Diploma
Alex Delaney Alex Delaney's Raymond James & Associates, Inc Experience May 2009 - August 2009
Job Program Associate at Arabella Advisors
Industry Nonprofit Organization Management
Experience
Arabella Advisors February 2015 - Present
Arabella Advisors March 2014 - February 2015
Habitat for Humanity of Wicomico County November 2012 - March 2014
Habitat for Humanity Lake County September 2011 - August 2012
Habitat for Humanity Lake County, IL August 2010 - August 2011
Raymond James & Associates, Inc May 2009 - August 2009
Skills
Program Management, Program Development, Grant Administration, Volunteer Management, Volunteer Recruiting, Volunteer Training, Non-profit..., Neighborhood Development, Community Outreach, Social Media, Fundraising, Community Development, Grants
Education
James Madison University - College of Business 2006 — 2010
BBA, Finance
Arabella Advisors February 2015 - Present
Arabella Advisors March 2014 - February 2015
Habitat for Humanity of Wicomico County November 2012 - March 2014
Habitat for Humanity Lake County September 2011 - August 2012
Habitat for Humanity Lake County, IL August 2010 - August 2011
Raymond James & Associates, Inc May 2009 - August 2009
Skills
Program Management, Program Development, Grant Administration, Volunteer Management, Volunteer Recruiting, Volunteer Training, Non-profit..., Neighborhood Development, Community Outreach, Social Media, Fundraising, Community Development, Grants
Education
James Madison University - College of Business 2006 — 2010
BBA, Finance
Jordan Farris Jordan Farris's Raymond James & Associates, Inc Experience 2003 - 2004
Job Director, ETF Product Development
Industry Financial Services
Experience
Guggenheim Investments January 2013 - Present
Direxion Shares June 2009 - January 2013
Northern Trust Investments 2008 - 2009
The Electric Sheep Company 2007 - 2008
Rydex Investments 2004 - 2007
Raymond James & Associates, Inc 2003 - 2004
Skills
Hedge Funds, ETFs, Trading, Series 7
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Analytical Consulting, Finance, Management & Strategy, Entrepreneurship & Innovation
University of Michigan 1998 — 2002
Bachelors, Economics, Sociology
Guggenheim Investments January 2013 - Present
Direxion Shares June 2009 - January 2013
Northern Trust Investments 2008 - 2009
The Electric Sheep Company 2007 - 2008
Rydex Investments 2004 - 2007
Raymond James & Associates, Inc 2003 - 2004
Skills
Hedge Funds, ETFs, Trading, Series 7
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Analytical Consulting, Finance, Management & Strategy, Entrepreneurship & Innovation
University of Michigan 1998 — 2002
Bachelors, Economics, Sociology
Cesar Cordova Cesar Cordova's Raymond James & Associates, Inc Experience July 2010 - December 2011
Job Experienced Information Security Practitioner
Industry Information Technology and Services
Experience
Citi January 2013 - Present
Raymond James & Associates, Inc July 2010 - December 2011
SAIC November 2007 - July 2010
CGI October 2005 - November 2007
Digitel Telecom Italia Mobile March 2003 - July 2005
Skills
IDS, Firewalls, Servers, Vulnerability Assessment, Vulnerability Management, Network Security, Active Directory, Security Audits, CISSP, Windows Server, Security, VPN, Intrusion Detection, TCP/IP, DNS, Routers, Windows Server 2008, IPS, Switches, ITIL, Information Security..., Penetration Testing, McAfee, Computer Security, Networking, Incident Management, Information Security, Information Technology
Education
Nova Southeastern University 2012 — 2013
Master's degree, Management Information Systems - Information Security, 3.98
Universidad Simón Bolívar 1992 — 1997
Bachelor of Science (B.Sc.), Electrical and Electronics Engineering
Citi January 2013 - Present
Raymond James & Associates, Inc July 2010 - December 2011
SAIC November 2007 - July 2010
CGI October 2005 - November 2007
Digitel Telecom Italia Mobile March 2003 - July 2005
Skills
IDS, Firewalls, Servers, Vulnerability Assessment, Vulnerability Management, Network Security, Active Directory, Security Audits, CISSP, Windows Server, Security, VPN, Intrusion Detection, TCP/IP, DNS, Routers, Windows Server 2008, IPS, Switches, ITIL, Information Security..., Penetration Testing, McAfee, Computer Security, Networking, Incident Management, Information Security, Information Technology
Education
Nova Southeastern University 2012 — 2013
Master's degree, Management Information Systems - Information Security, 3.98
Universidad Simón Bolívar 1992 — 1997
Bachelor of Science (B.Sc.), Electrical and Electronics Engineering
Erika Vrakas Erika Vrakas's Raymond James & Associates, Inc Experience March 2000 - May 2008
Job Executive Administrator to President at AmeriLife Group LLC
Industry Insurance
Experience
AmeriLife Group LLC June 2012 - Present
Coast Line Express, LLC & Sea Critters Hospitality, LLC May 2008 - June 2012
Raymond James & Associates, Inc March 2000 - May 2008
Skills
Customer Service, Marketing, Microsoft Office, Outlook, Team Building, Account Management, Strategic Planning, Recruiting, Social Media, PowerPoint, Microsoft Excel, Sales, Customer Satisfaction, Event Planning, Training, Management, Small Business, New Business Development, Leadership, Insurance, Sales Management
Education
University of Massachusetts, Amherst 2008 — 2011
Bachelor’s Degree, English Language and Literature
St. Petersburg College 1999 — 2001
Associate's Degree, Business Administration and Management, General
Unversity of Central Florida 1998 — 1999
Bachelor of Applied Science (B.A.Sc.), Literature and Journalism
AmeriLife Group LLC June 2012 - Present
Coast Line Express, LLC & Sea Critters Hospitality, LLC May 2008 - June 2012
Raymond James & Associates, Inc March 2000 - May 2008
Skills
Customer Service, Marketing, Microsoft Office, Outlook, Team Building, Account Management, Strategic Planning, Recruiting, Social Media, PowerPoint, Microsoft Excel, Sales, Customer Satisfaction, Event Planning, Training, Management, Small Business, New Business Development, Leadership, Insurance, Sales Management
Education
University of Massachusetts, Amherst 2008 — 2011
Bachelor’s Degree, English Language and Literature
St. Petersburg College 1999 — 2001
Associate's Degree, Business Administration and Management, General
Unversity of Central Florida 1998 — 1999
Bachelor of Applied Science (B.A.Sc.), Literature and Journalism
Larry Meadows's Raymond James & Associates, Inc Experience November 2007 - January 2012
Job Experienced Product & Digital Marketer
Industry Marketing and Advertising
Experience
Chaney Instrument Co. April 2015 - Present
Land O'Lakes, Inc. November 2013 - May 2015
TargetONE Media July 2013 - November 2013
HTC January 2012 - July 2013
Raymond James & Associates, Inc November 2007 - January 2012
University of Florida September 2006 - December 2008
PMSI January 2007 - June 2007
SAXOTECH, Inc. February 2005 - December 2006
Microsoft March 2002 - February 2005
Waggener Edstrom December 1999 - March 2002
Skills
Strategic Partnerships, Product Marketing, Product Management, Strategy, Competitive Analysis, Public Relations, Marketing Communications, Strategic Communications, Social Media Marketing, Marketing Strategy, Marketing, Social Media, Business Development, Brand Management, Online Advertising, Management, Web Analytics, Market Research, Media Relations, Online Marketing, Program Management, Press Releases, Trade Shows, Product Launch, Leadership, B2B Marketing, Strategic Planning, Product Development, CRM, Blogging, Creative Direction, Content Management, E-commerce, Digital Media, Integrated Marketing, Social Networking, Email Marketing, New Business Development, Marketing Management, Corporate Communications, Start-ups, Internal Communications, Digital Marketing, SEO, Advertising, Sales, Integration, Digital Strategy, Brand Development, Content Strategy
Education
University of Florida - Warrington College Of Business 2006 — 2008
MBA
University of South Florida 1995 — 1998
BA
St. Petersburg College 1992 — 1995
Associate of Arts
Chaney Instrument Co. April 2015 - Present
Land O'Lakes, Inc. November 2013 - May 2015
TargetONE Media July 2013 - November 2013
HTC January 2012 - July 2013
Raymond James & Associates, Inc November 2007 - January 2012
University of Florida September 2006 - December 2008
PMSI January 2007 - June 2007
SAXOTECH, Inc. February 2005 - December 2006
Microsoft March 2002 - February 2005
Waggener Edstrom December 1999 - March 2002
Skills
Strategic Partnerships, Product Marketing, Product Management, Strategy, Competitive Analysis, Public Relations, Marketing Communications, Strategic Communications, Social Media Marketing, Marketing Strategy, Marketing, Social Media, Business Development, Brand Management, Online Advertising, Management, Web Analytics, Market Research, Media Relations, Online Marketing, Program Management, Press Releases, Trade Shows, Product Launch, Leadership, B2B Marketing, Strategic Planning, Product Development, CRM, Blogging, Creative Direction, Content Management, E-commerce, Digital Media, Integrated Marketing, Social Networking, Email Marketing, New Business Development, Marketing Management, Corporate Communications, Start-ups, Internal Communications, Digital Marketing, SEO, Advertising, Sales, Integration, Digital Strategy, Brand Development, Content Strategy
Education
University of Florida - Warrington College Of Business 2006 — 2008
MBA
University of South Florida 1995 — 1998
BA
St. Petersburg College 1992 — 1995
Associate of Arts
Michael Gregorski's Raymond James & Associates, Inc Experience September 2006 - December 2006
Job Sr. Global Supply Chain Planning Manager at Medtronic
Industry Logistics and Supply Chain
Experience
Medtronic October 2014 - Present
Medtronic June 2013 - October 2014
Medtronic Vascular January 2012 - June 2013
Medtronic February 2011 - January 2012
Medtronic June 2010 - February 2011
Medtronic Vascular May 2009 - May 2010
Bristol-Myers Squibb - Mead Johnson Nutrition May 2008 - August 2008
Raymond James & Associates, Inc September 2006 - December 2006
Dematic August 1997 - June 2006
Skills
Supply Chain, Strategic Planning, Management, Manufacturing, Team Leadership, Leadership, Training, Business Development, Sales Management, Six Sigma, Supply Chain Management, Leadership Development, Project Planning, Process Improvement, Lean Manufacturing, Forecasting, Continuous Improvement, Cross-functional Team..., Product Development, Product Launch, Business Process..., Strategy
Education
Michigan State University - The Eli Broad Graduate School of Management 2007 — 2009
MBA, Supply Chain Management & Finance
Grand Valley State University 2004 — 2007
BBA, Finance, Global Change
Kenowa Hills High School
St. Adalbert
St. Anthony's
Medtronic October 2014 - Present
Medtronic June 2013 - October 2014
Medtronic Vascular January 2012 - June 2013
Medtronic February 2011 - January 2012
Medtronic June 2010 - February 2011
Medtronic Vascular May 2009 - May 2010
Bristol-Myers Squibb - Mead Johnson Nutrition May 2008 - August 2008
Raymond James & Associates, Inc September 2006 - December 2006
Dematic August 1997 - June 2006
Skills
Supply Chain, Strategic Planning, Management, Manufacturing, Team Leadership, Leadership, Training, Business Development, Sales Management, Six Sigma, Supply Chain Management, Leadership Development, Project Planning, Process Improvement, Lean Manufacturing, Forecasting, Continuous Improvement, Cross-functional Team..., Product Development, Product Launch, Business Process..., Strategy
Education
Michigan State University - The Eli Broad Graduate School of Management 2007 — 2009
MBA, Supply Chain Management & Finance
Grand Valley State University 2004 — 2007
BBA, Finance, Global Change
Kenowa Hills High School
St. Adalbert
St. Anthony's
Barry Alpert's Raymond James & Associates, Inc Experience February 2012 - Present
Job Senior Vice President, Investments at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc February 2012 - Present
Tampa Bay Partnership 2013 - 2013
Skills
Investment Banking, M&A experience, Corporate Development, Private Equity, Venture Capital, Debt, Capital Markets, Corporate Finance, Valuation, Mergers, Equities, Entrepreneur, Banking, Divestitures, IPO, Series 7, Investments, New Business Development, Restructuring, Asset Management, Negotiation, Portfolio Management, Equity Research, Wealth Management, Insurance, Entrepreneurship, Finance, Mergers & Acquisitions, Financial Advisory, Securities, Investment Strategies, Financial Modeling, Alternative Investments, Due Diligence, Investment Advisory, Strategic Financial..., LBO, Investment Management, Investor Relations, Series 63, Mutual Funds
Education
Roosevelt University 1958 — 1961
Sullivan
Raymond James & Associates, Inc February 2012 - Present
Tampa Bay Partnership 2013 - 2013
Skills
Investment Banking, M&A experience, Corporate Development, Private Equity, Venture Capital, Debt, Capital Markets, Corporate Finance, Valuation, Mergers, Equities, Entrepreneur, Banking, Divestitures, IPO, Series 7, Investments, New Business Development, Restructuring, Asset Management, Negotiation, Portfolio Management, Equity Research, Wealth Management, Insurance, Entrepreneurship, Finance, Mergers & Acquisitions, Financial Advisory, Securities, Investment Strategies, Financial Modeling, Alternative Investments, Due Diligence, Investment Advisory, Strategic Financial..., LBO, Investment Management, Investor Relations, Series 63, Mutual Funds
Education
Roosevelt University 1958 — 1961
Sullivan
Chuck Stubbs's Raymond James & Associates, Inc Experience April 2011 - Present
Job Senior Vice President at Raymond James
Industry Investment Banking
Experience
Raymond James & Associates, Inc April 2011 - Present
Howe Barnes Hoefer & Arnett 2005 - 2011
KeyBanc Capital Markets 2000 - 2005
First Union National Bank 1999 - 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
MBA
North Carolina State University - College of Management 1994 — 1998
Bachelor of Science (BS), Accounting
Raymond James & Associates, Inc April 2011 - Present
Howe Barnes Hoefer & Arnett 2005 - 2011
KeyBanc Capital Markets 2000 - 2005
First Union National Bank 1999 - 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
MBA
North Carolina State University - College of Management 1994 — 1998
Bachelor of Science (BS), Accounting
Tele Tarpeh, MBA, PMP's Raymond James & Associates, Inc Experience August 2003 - May 2005
Job Finance and Admin Manager, JSI
Industry International Affairs
Experience
John Snow, Inc. (JSI) January 2014 - Present
DAI October 2013 - November 2013
The Henry M. Jackson Foundation for the Advancement of Military Medicine August 2011 - August 2013
DAI August 2010 - September 2011
DAI December 2008 - July 2010
DAI April 2008 - December 2008
U.S. Department of Commerce, NOAA April 2007 - August 2007
Medical Care Development International (MCDI) November 2006 - April 2007
Integrated Management Resources Group June 2005 - August 2005
Raymond James & Associates, Inc August 2003 - May 2005
Skills
International..., Capacity Building, Policy Analysis, Program Management, Government, Project Management, Data Analysis, Budgets, Policy, International Relations, Program Evaluation, Grants, Analysis, Proposal Writing, Management, Leadership, Process Improvement, Research, Training, Nonprofits, NGOs, Human Resources, Procurement, Public Policy, Africa, Organizational..., Community Development, Program Development, Qualitative Research, Finance, Civil Society, Grant Writing, Economic Development, SharePoint, Strategy, Strategic Planning, Report Writing, Microfinance, Governance, Technical Assistance, Management Consulting, Poverty Reduction, Project Planning, International Project..., Fundraising, Start-ups, Public Health, Rural Development, Private Sector...
Education
Hood College 2004 — 2006
Master of Business Administration (M.B.A.), Finance, General
Hood College 1998 — 2002
Bachelor of Arts (B.A.), Economics
Ghana International School 1994 — 1998
Christ The King Int'l 1990 — 1994
John Snow, Inc. (JSI) January 2014 - Present
DAI October 2013 - November 2013
The Henry M. Jackson Foundation for the Advancement of Military Medicine August 2011 - August 2013
DAI August 2010 - September 2011
DAI December 2008 - July 2010
DAI April 2008 - December 2008
U.S. Department of Commerce, NOAA April 2007 - August 2007
Medical Care Development International (MCDI) November 2006 - April 2007
Integrated Management Resources Group June 2005 - August 2005
Raymond James & Associates, Inc August 2003 - May 2005
Skills
International..., Capacity Building, Policy Analysis, Program Management, Government, Project Management, Data Analysis, Budgets, Policy, International Relations, Program Evaluation, Grants, Analysis, Proposal Writing, Management, Leadership, Process Improvement, Research, Training, Nonprofits, NGOs, Human Resources, Procurement, Public Policy, Africa, Organizational..., Community Development, Program Development, Qualitative Research, Finance, Civil Society, Grant Writing, Economic Development, SharePoint, Strategy, Strategic Planning, Report Writing, Microfinance, Governance, Technical Assistance, Management Consulting, Poverty Reduction, Project Planning, International Project..., Fundraising, Start-ups, Public Health, Rural Development, Private Sector...
Education
Hood College 2004 — 2006
Master of Business Administration (M.B.A.), Finance, General
Hood College 1998 — 2002
Bachelor of Arts (B.A.), Economics
Ghana International School 1994 — 1998
Christ The King Int'l 1990 — 1994
Bobby Norvell's Raymond James & Associates, Inc Experience August 2011 - October 2012
Job Project Manager at West Point Underwriting
Industry Information Technology and Services
Experience
West Point Underwriters LLC September 2015 - Present
West Point Underwriters June 2014 - September 2015
Edgewater Technology October 2012 - June 2014
Raymond James & Associates, Inc August 2011 - October 2012
Raymond James & Associates, Inc October 2005 - August 2011
Skills
SQL, Visio, Business Process..., SharePoint, Requirements Gathering, SDLC, Requirements Analysis, Business Analysis, Business Process, Business Process..., Process Improvement, Quality Center, Software Development, Vendor Management, Microsoft SQL Server, Databases, Agile Methodologies, Analysis, Software Project..., Systems Analysis, Software Documentation, Project Management, Agile Project Management, Crystal Reports, Data Modeling, Database Design, MS Project, Scrum, T-SQL, Testing, User Acceptance Testing, Visual Studio
Education
University of South Florida - College of Business Administration 2004 — 2006
BA, MIS
Universität Osnabrück 2005 — 2005
Summer School, Technology
St. Petersburg College 2001 — 2004
AA, Business
West Point Underwriters LLC September 2015 - Present
West Point Underwriters June 2014 - September 2015
Edgewater Technology October 2012 - June 2014
Raymond James & Associates, Inc August 2011 - October 2012
Raymond James & Associates, Inc October 2005 - August 2011
Skills
SQL, Visio, Business Process..., SharePoint, Requirements Gathering, SDLC, Requirements Analysis, Business Analysis, Business Process, Business Process..., Process Improvement, Quality Center, Software Development, Vendor Management, Microsoft SQL Server, Databases, Agile Methodologies, Analysis, Software Project..., Systems Analysis, Software Documentation, Project Management, Agile Project Management, Crystal Reports, Data Modeling, Database Design, MS Project, Scrum, T-SQL, Testing, User Acceptance Testing, Visual Studio
Education
University of South Florida - College of Business Administration 2004 — 2006
BA, MIS
Universität Osnabrück 2005 — 2005
Summer School, Technology
St. Petersburg College 2001 — 2004
AA, Business
Antoinette Delmage's Raymond James & Associates, Inc Experience May 2010 - March 2013
Job Broker Liaison at Omega Advisors
Industry Financial Services
Experience
Omega Advisors March 2013 - Present
Raymond James & Associates, Inc May 2010 - March 2013
Fluor May 2007 - September 2010
Skills
Financial Modeling, Equity Research, Series 7, Equities, Asset Managment, Valuation, Investments, Portfolio Management, Hedge Funds, Financial Analysis, Securities, Bloomberg, Capital Markets, Alternative Investments, Finance, Series 63, Trading, Asset Management
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
BS, Finance & Marketing
St. John's University 2003 — 2008
Finance and Marketing
Omega Advisors March 2013 - Present
Raymond James & Associates, Inc May 2010 - March 2013
Fluor May 2007 - September 2010
Skills
Financial Modeling, Equity Research, Series 7, Equities, Asset Managment, Valuation, Investments, Portfolio Management, Hedge Funds, Financial Analysis, Securities, Bloomberg, Capital Markets, Alternative Investments, Finance, Series 63, Trading, Asset Management
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
BS, Finance & Marketing
St. John's University 2003 — 2008
Finance and Marketing
Teodora Weber's Raymond James & Associates, Inc Experience 2003 - 2004
Job Business Development Analyst
Industry Computer Software
Experience
Interactive Procurement Technologies by BidNet (a Mediagrif company) March 2011 - Present
Construction Bidboard, Inc. (a Mediagrif company) May 2009 - March 2011
epipeline, inc. (a Mediagrif company) 2004 - 2009
Raymond James & Associates, Inc 2003 - 2004
Skills
Strategic Planning, Budget, Process Improvement, Team Building, Account Management, Forecasting, New Business Development, Project Management, Business Planning, Budgets
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
Master of Science, Finance
Georgia College and State University 1997 — 2001
Bachelor of Business Administration, Economics
Interactive Procurement Technologies by BidNet (a Mediagrif company) March 2011 - Present
Construction Bidboard, Inc. (a Mediagrif company) May 2009 - March 2011
epipeline, inc. (a Mediagrif company) 2004 - 2009
Raymond James & Associates, Inc 2003 - 2004
Skills
Strategic Planning, Budget, Process Improvement, Team Building, Account Management, Forecasting, New Business Development, Project Management, Business Planning, Budgets
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
Master of Science, Finance
Georgia College and State University 1997 — 2001
Bachelor of Business Administration, Economics
Stephanie Lom's Raymond James & Associates, Inc Experience July 2009 - February 2013
Job Vice President, Public Finance at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. February 2013 - Present
Raymond James & Associates, Inc July 2009 - February 2013
Raymond James June 2006 - July 2009
Skills
Series 63, Series 7
Education
Lehigh University - College of Business and Economics 2002 — 2006
Raymond James Financial Inc. February 2013 - Present
Raymond James & Associates, Inc July 2009 - February 2013
Raymond James June 2006 - July 2009
Skills
Series 63, Series 7
Education
Lehigh University - College of Business and Economics 2002 — 2006
Kevin Kalidonis's Raymond James & Associates, Inc Experience September 2005 - April 2006
Job Multifaceted Professional
Industry Oil & Energy
Experience
NPS Day and Zimmermann February 2010 - Present
KALIDONIS ENTERPRISES January 2000 - Present
HDVEST June 2006 - January 2010
Saint Lucie County School Board January 2007 - July 2009
Raymond James & Associates, Inc September 2005 - April 2006
Walgreens July 2002 - August 2005
Marble Slab Creamery February 2001 - February 2002
Tampa Palms Golf and Country Club July 2000 - December 2000
Red Roof Inns May 1998 - April 2000
Skills
Investments, Finance, Budgets, Coaching, Microsoft Excel, Leadership, Securities, Time Management, Accounting
Education
University of Phoenix 2009 — 2009
(n/a), Education
Indian River State College 2006 — 2006
n/a, Insurance
University of South Florida 2000 — 2002
Business Administration, Finance
Jacksonville University 1997 — 1999
ACCOUNTING
NPS Day and Zimmermann February 2010 - Present
KALIDONIS ENTERPRISES January 2000 - Present
HDVEST June 2006 - January 2010
Saint Lucie County School Board January 2007 - July 2009
Raymond James & Associates, Inc September 2005 - April 2006
Walgreens July 2002 - August 2005
Marble Slab Creamery February 2001 - February 2002
Tampa Palms Golf and Country Club July 2000 - December 2000
Red Roof Inns May 1998 - April 2000
Skills
Investments, Finance, Budgets, Coaching, Microsoft Excel, Leadership, Securities, Time Management, Accounting
Education
University of Phoenix 2009 — 2009
(n/a), Education
Indian River State College 2006 — 2006
n/a, Insurance
University of South Florida 2000 — 2002
Business Administration, Finance
Jacksonville University 1997 — 1999
ACCOUNTING
Rick Glaisner's Raymond James & Associates, Inc Experience January 1998 - Present
Job Managing Director at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates, Inc January 1998 - Present
Raymond James 1998 - 2009
Kemper Securities / EVEREN Securities 1995 - 1998
Everen Securities 1991 - 1997
Education
Miami University 1986 — 1990
BS, marketing
Raymond James & Associates, Inc January 1998 - Present
Raymond James 1998 - 2009
Kemper Securities / EVEREN Securities 1995 - 1998
Everen Securities 1991 - 1997
Education
Miami University 1986 — 1990
BS, marketing
Todd Polackin's Raymond James & Associates, Inc Experience May 2013 - Present
Job Financial Advisor at Polackin Wealth Management of Raymond James
Industry Investment Management
Experience
Raymond James & Associates, Inc May 2013 - Present
Huntington Investment Co August 2006 - May 2013
JPMorgan Chase May 2005 - August 2006
Skills
Mutual Funds, Investments, Retirement Planning, Securities, Finance, Fixed Annuities, Insurance, Bonds, Wealth Management, Series 7, Financial Advisory, Series 6, Series 65, Series 63, Investment Advisory, Estate Planning, Life Insurance, Long Term Care Insurance, 401k Rollovers, 401k, Fixed Income, Investment Strategies, Traditional IRA, Roth IRA, Simple IRA, SEP IRA, Annuity Sales, Defined Benefit, Asset Allocation, Financial Education, Stock Management, Asset Based Lending, Qualified Retirement..., Banking, Risk Management, Financial Planning, Portfolio Management
Education
Indiana University Bloomington 1999 — 2002
BA, Economics
Western Illinois University 1998 — 1999
Economics
Raymond James & Associates, Inc May 2013 - Present
Huntington Investment Co August 2006 - May 2013
JPMorgan Chase May 2005 - August 2006
Skills
Mutual Funds, Investments, Retirement Planning, Securities, Finance, Fixed Annuities, Insurance, Bonds, Wealth Management, Series 7, Financial Advisory, Series 6, Series 65, Series 63, Investment Advisory, Estate Planning, Life Insurance, Long Term Care Insurance, 401k Rollovers, 401k, Fixed Income, Investment Strategies, Traditional IRA, Roth IRA, Simple IRA, SEP IRA, Annuity Sales, Defined Benefit, Asset Allocation, Financial Education, Stock Management, Asset Based Lending, Qualified Retirement..., Banking, Risk Management, Financial Planning, Portfolio Management
Education
Indiana University Bloomington 1999 — 2002
BA, Economics
Western Illinois University 1998 — 1999
Economics
Rebecca Lakey's Raymond James & Associates, Inc Experience August 2006 - March 2007
Job Office Administrator at ChickfilA
Industry Retail
Experience
Chick-fil-A Ramsey Street FSR August 2010 - Present
EIS Office Solutions, Inc. January 2010 - March 2010
EIS Office Solutions, Inc. February 2008 - December 2009
Marx/Okubo August 2007 - February 2008
Raymond James & Associates, Inc August 2006 - March 2007
Skills
Accounts Receivable, Accounts Payable, Office Administration, Customer Service, Newsletters, Editing, Proposal Writing, Copy Editing, Account Management, Cash Flow, Finance, Publications, Layout, Data Entry, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Microsoft Excel, Time Management
Education
Houston Baptist University 2003 — 2006
B.A., History, Christianity
Wake Technical Community College 2002 — 2003
Transfer Student
Chick-fil-A Ramsey Street FSR August 2010 - Present
EIS Office Solutions, Inc. January 2010 - March 2010
EIS Office Solutions, Inc. February 2008 - December 2009
Marx/Okubo August 2007 - February 2008
Raymond James & Associates, Inc August 2006 - March 2007
Skills
Accounts Receivable, Accounts Payable, Office Administration, Customer Service, Newsletters, Editing, Proposal Writing, Copy Editing, Account Management, Cash Flow, Finance, Publications, Layout, Data Entry, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Microsoft Excel, Time Management
Education
Houston Baptist University 2003 — 2006
B.A., History, Christianity
Wake Technical Community College 2002 — 2003
Transfer Student
Sean McRobert's Raymond James & Associates, Inc Experience January 2011 - November 2011
Job Senior Consultant at IBM
Industry Information Technology and Services
Experience
IBM September 2011 - Present
Raymond James & Associates, Inc January 2011 - November 2011
PricewaterhouseCoopers April 2007 - January 2011
Integrated Dealer Systems 2003 - 2007
Education
Lake Superior State University
IBM September 2011 - Present
Raymond James & Associates, Inc January 2011 - November 2011
PricewaterhouseCoopers April 2007 - January 2011
Integrated Dealer Systems 2003 - 2007
Education
Lake Superior State University
Evan Whittle's Raymond James & Associates, Inc Experience March 2006 - Present
Job First Vice President, Investments Complex Manager at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc March 2006 - Present
William R. Hough & Co. May 1995 - August 2005
Education
Penn State University 1982 — 1987
BS, Economics/Political Science
Raymond James & Associates, Inc March 2006 - Present
William R. Hough & Co. May 1995 - August 2005
Education
Penn State University 1982 — 1987
BS, Economics/Political Science
Deepak Lala's Raymond James & Associates, Inc Experience March 2011 - November 2013
Job Network Engineer at General Motors OnStar
Industry Information Technology and Services
Experience
General Motors - OnStar November 2013 - Present
Raymond James & Associates, Inc March 2011 - November 2013
Raymond James & Associates, Inc February 2008 - March 2011
Raymond James & Associates, Inc June 2007 - January 2008
Raymond James & Associates, Inc October 2006 - June 2007
Gordon Food Services August 2005 - August 2006
Oakland University June 2001 - June 2005
Skills
SQL, Cisco Technologies, Windows Server, Active Directory, ASP.NET, DNS, F5 BigIP, Switches, Firewalls, VPN, IP, Cisco Nexus, Load Balancing, Routers, Troubleshooting, System Administration, Juniper, DHCP, IIS, Network Engineering, Data Center, Networking, Virtualization, VoIP, SharePoint, Software Documentation, Perl, Databases, High Availability
Education
Oakland University 2003 — 2004
Masters, Information Systems Engineering
Oakland University 1999 — 2002
BE, Computer Engineering
Southfield High 1997 — 1999
high school diploma, High School/Secondary Diplomas and Certificates
Kendriya Vidyalaya 1990 — 1997
General Motors - OnStar November 2013 - Present
Raymond James & Associates, Inc March 2011 - November 2013
Raymond James & Associates, Inc February 2008 - March 2011
Raymond James & Associates, Inc June 2007 - January 2008
Raymond James & Associates, Inc October 2006 - June 2007
Gordon Food Services August 2005 - August 2006
Oakland University June 2001 - June 2005
Skills
SQL, Cisco Technologies, Windows Server, Active Directory, ASP.NET, DNS, F5 BigIP, Switches, Firewalls, VPN, IP, Cisco Nexus, Load Balancing, Routers, Troubleshooting, System Administration, Juniper, DHCP, IIS, Network Engineering, Data Center, Networking, Virtualization, VoIP, SharePoint, Software Documentation, Perl, Databases, High Availability
Education
Oakland University 2003 — 2004
Masters, Information Systems Engineering
Oakland University 1999 — 2002
BE, Computer Engineering
Southfield High 1997 — 1999
high school diploma, High School/Secondary Diplomas and Certificates
Kendriya Vidyalaya 1990 — 1997
George Longo's Raymond James & Associates, Inc Experience 2008 - 2011
Job Managing Director at Raymond James & Associates, Inc.
Industry Investment Banking
Experience
Raymond James Structured Finance 2008 - Present
Raymond James & Associates, Inc 2008 - 2011
Education
University of Notre Dame - Mendoza College of Business 1981 — 1983
MBA, Finance
Lake Forest College 1977 — 1981
Bachelor of Arts (B.A.), Mathematics
Raymond James Structured Finance 2008 - Present
Raymond James & Associates, Inc 2008 - 2011
Education
University of Notre Dame - Mendoza College of Business 1981 — 1983
MBA, Finance
Lake Forest College 1977 — 1981
Bachelor of Arts (B.A.), Mathematics
Ernie Velez, CFP® AWMA® CLTC's Raymond James & Associates, Inc Experience October 1995 - May 1996
Job Financial Advisor, Vice President, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2010 - Present
Janney Montgomery Scott July 2002 - August 2010
Prudential Securities July 1996 - July 2002
Raymond James & Associates, Inc October 1995 - May 1996
JW Charles Securities November 1987 - October 1995
EF Hutton & Co. July 1986 - November 1987
Education
University of Florida 1977 — 1979
Bachelor of Science, Animal Science
Rollins College 1973 — 1976
Pre-Medicine/Pre-Medical Studies
Colegio San Antonio Abad 1968 — 1973
High School, College Preparatory
Ameriprise Financial August 2010 - Present
Janney Montgomery Scott July 2002 - August 2010
Prudential Securities July 1996 - July 2002
Raymond James & Associates, Inc October 1995 - May 1996
JW Charles Securities November 1987 - October 1995
EF Hutton & Co. July 1986 - November 1987
Education
University of Florida 1977 — 1979
Bachelor of Science, Animal Science
Rollins College 1973 — 1976
Pre-Medicine/Pre-Medical Studies
Colegio San Antonio Abad 1968 — 1973
High School, College Preparatory
Theodore Shively's Raymond James & Associates, Inc Experience May 2011 - May 2014
Job Branch Operations Manager
Industry Financial Services
Experience
Raymond James & Associates May 2014 - Present
Raymond James & Associates, Inc May 2011 - May 2014
Raymond James & Associates, Inc December 2009 - May 2011
ING Funds April 2007 - May 2009
Skills
Sales, Management, Investments, Customer Service, Securities, Retirement Planning, Finance, Marketing, Team Building, Marketing Strategy
Education
Wayne State University 2012 — 2014
Master of Business Administration (MBA), International Business
Michigan State University 2002 — 2006
Finance, Finance, Accounting, Economics
Raymond James & Associates May 2014 - Present
Raymond James & Associates, Inc May 2011 - May 2014
Raymond James & Associates, Inc December 2009 - May 2011
ING Funds April 2007 - May 2009
Skills
Sales, Management, Investments, Customer Service, Securities, Retirement Planning, Finance, Marketing, Team Building, Marketing Strategy
Education
Wayne State University 2012 — 2014
Master of Business Administration (MBA), International Business
Michigan State University 2002 — 2006
Finance, Finance, Accounting, Economics
Chris Davitt, CFA's Raymond James & Associates, Inc Experience August 2011 - Present
Job Director, Advisor Select Division at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates, Inc August 2011 - Present
Raymond James Financial July 2009 - August 2011
Goldman Sachs June 2008 - August 2008
Delta Trust & Bank March 2004 - August 2007
Greenwood & Associates May 2002 - March 2004
Skills
Strategy, Portfolio Management, Investments, Financial Modeling, Investment Advisory, Series 7, Asset Allocation, Wealth Management, Strategic Financial..., Financial Analysis, Alternative Investments, Business Development, New Business Development, Recruiting, Financial Recruiting, Corporate Finance, Financial Statement..., Investment Banking, Asset Management, Investment Management, Valuation, Finance, Strategic Planning, Corporate Strategy..., Pricing, Pricing Strategy, Marketing Strategy, Marketing, Series 63, Series 65, Sales Management
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Accounting, Finance, Strategy
University of Arkansas at Fayetteville 2001 — 2003
BSBA, Finance, Accounting
Louisiana State University 1999 — 2001
Finance
Raymond James & Associates, Inc August 2011 - Present
Raymond James Financial July 2009 - August 2011
Goldman Sachs June 2008 - August 2008
Delta Trust & Bank March 2004 - August 2007
Greenwood & Associates May 2002 - March 2004
Skills
Strategy, Portfolio Management, Investments, Financial Modeling, Investment Advisory, Series 7, Asset Allocation, Wealth Management, Strategic Financial..., Financial Analysis, Alternative Investments, Business Development, New Business Development, Recruiting, Financial Recruiting, Corporate Finance, Financial Statement..., Investment Banking, Asset Management, Investment Management, Valuation, Finance, Strategic Planning, Corporate Strategy..., Pricing, Pricing Strategy, Marketing Strategy, Marketing, Series 63, Series 65, Sales Management
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Accounting, Finance, Strategy
University of Arkansas at Fayetteville 2001 — 2003
BSBA, Finance, Accounting
Louisiana State University 1999 — 2001
Finance
Jacri Stubbs's Raymond James & Associates, Inc Experience September 2011 - January 2012
Job Account Executive at H4B Chelsea
Industry Marketing and Advertising
Experience
H4B Chlesea March 2014 - Present
Grey Healthcare Group June 2012 - March 2014
Raymond James & Associates, Inc September 2011 - January 2012
Smith & Nephew June 2011 - September 2011
USF College of Arts & Sciences Communications Department 2011 - 2011
ChappellRoberts September 2010 - December 2010
Skills
Marketing Communications, Social Media Marketing, Project Management, Public Relations, Creative Strategy, Production Planning, Marketing Research, Blogging, Account Management, Integrated Marketing, Advertising, PowerPoint, Facebook, Marketing Strategy, Email Marketing, Marketing Management, Social Media, Marketing, Digital Marketing, Digital Strategy, Graphic Design, Budget Reconciliation, Budget Estimating, Proposal Writing, Online Advertising, Direct Marketing, Content Strategy, Digital Media, Creative Direction, Brand Management, Strategy, Competitive Analysis, Social Networking, Critical Thinking, Problem Solving, Academic Writing
Education
Parsons School of Design 2013 — 2015
Graduate Certificate, Graphic & Digital Design
University of South Florida - College of Business Administration 2009 — 2012
Bachelor of Arts in Business Administration, Marketing, Magna Cum Laude
H4B Chlesea March 2014 - Present
Grey Healthcare Group June 2012 - March 2014
Raymond James & Associates, Inc September 2011 - January 2012
Smith & Nephew June 2011 - September 2011
USF College of Arts & Sciences Communications Department 2011 - 2011
ChappellRoberts September 2010 - December 2010
Skills
Marketing Communications, Social Media Marketing, Project Management, Public Relations, Creative Strategy, Production Planning, Marketing Research, Blogging, Account Management, Integrated Marketing, Advertising, PowerPoint, Facebook, Marketing Strategy, Email Marketing, Marketing Management, Social Media, Marketing, Digital Marketing, Digital Strategy, Graphic Design, Budget Reconciliation, Budget Estimating, Proposal Writing, Online Advertising, Direct Marketing, Content Strategy, Digital Media, Creative Direction, Brand Management, Strategy, Competitive Analysis, Social Networking, Critical Thinking, Problem Solving, Academic Writing
Education
Parsons School of Design 2013 — 2015
Graduate Certificate, Graphic & Digital Design
University of South Florida - College of Business Administration 2009 — 2012
Bachelor of Arts in Business Administration, Marketing, Magna Cum Laude
Tommy Li's Raymond James & Associates, Inc Experience June 2010 - June 2013
Job MBA Candidate at Tuck School of Business at Dartmouth College
Industry Oil & Energy
Experience
Apache Corporation June 2014 - August 2014
Raymond James & Associates, Inc June 2010 - June 2013
Skills
Financial Modeling, Analytics, Mergers & Acquisitions, Equities, Investment Banking, Securities, Divestitures, Economics, Valuation, Strategy, Financial Analysis, Due Diligence, Acquisitions, Business Strategy, Energy, Finance, Corporate Finance, Analysis, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Harvard University
Bachelor of Arts (BA) with Honors, Economics
London Business School
International MBA Exchange Program
Apache Corporation June 2014 - August 2014
Raymond James & Associates, Inc June 2010 - June 2013
Skills
Financial Modeling, Analytics, Mergers & Acquisitions, Equities, Investment Banking, Securities, Divestitures, Economics, Valuation, Strategy, Financial Analysis, Due Diligence, Acquisitions, Business Strategy, Energy, Finance, Corporate Finance, Analysis, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Harvard University
Bachelor of Arts (BA) with Honors, Economics
London Business School
International MBA Exchange Program
Laura Ashworth's Raymond James & Associates, Inc Experience 1997 - 2011
Job Process Improvement Consultant Reporting Analyst at Raymond James Financial Inc.
Industry
Experience
Raymond James Financial Inc. January 2012 - Present
Raymond James Financial Inc. April 2010 - January 2012
Raymond James & Associates, Inc 1997 - 2011
Skills
Data Modeling, Business Process..., Business Intelligence..., Process Improvement, Business Intelligence, Data Warehousing, Database Design, Data Visualization, QlikView Development, SQL, Business Analysis, Requirements Analysis, ETL, T-SQL, Enterprise Architecture, Software Development, Solution Architecture, Requirements Gathering, Microsoft SQL Server, Business Process, Integration, Agile Methodologies, SSRS, Oracle, SDLC, SharePoint, Systems Analysis, Business Requirements, Software Project..., PMO, IT Strategy, User Acceptance Testing, Databases, PMP, SSIS, Disaster Recovery, Agile Project Management, Scrum, IT Management, Testing, Vendor Management, ITIL, .NET, Software Documentation, Visio, MS Project, Quality Center, Crystal Reports, TFS, ITIL v3 Foundations...
Education
Saint Joseph's University 2012 — 2013
Master of Science (MS), Business Intelligence, A
University of Tampa 1996 — 1998
Bachelor's degree, Computer Information Systems and Mathematical Programming, A
Raymond James Financial Inc. January 2012 - Present
Raymond James Financial Inc. April 2010 - January 2012
Raymond James & Associates, Inc 1997 - 2011
Skills
Data Modeling, Business Process..., Business Intelligence..., Process Improvement, Business Intelligence, Data Warehousing, Database Design, Data Visualization, QlikView Development, SQL, Business Analysis, Requirements Analysis, ETL, T-SQL, Enterprise Architecture, Software Development, Solution Architecture, Requirements Gathering, Microsoft SQL Server, Business Process, Integration, Agile Methodologies, SSRS, Oracle, SDLC, SharePoint, Systems Analysis, Business Requirements, Software Project..., PMO, IT Strategy, User Acceptance Testing, Databases, PMP, SSIS, Disaster Recovery, Agile Project Management, Scrum, IT Management, Testing, Vendor Management, ITIL, .NET, Software Documentation, Visio, MS Project, Quality Center, Crystal Reports, TFS, ITIL v3 Foundations...
Education
Saint Joseph's University 2012 — 2013
Master of Science (MS), Business Intelligence, A
University of Tampa 1996 — 1998
Bachelor's degree, Computer Information Systems and Mathematical Programming, A
David Bevis's Raymond James & Associates, Inc Experience 1994 - 1996
Job VP Sales and Purchasing at PART HUNTERS
Industry Electrical/Electronic Manufacturing
Experience
PART HUNTERS 2007 - Present
Florida based Component Broker 2000 - 2005
Smart Choice 1994 - 1996
Raymond James & Associates, Inc 1994 - 1996
US AIR FORCE 1981 - 1992
Skills
Supply Chain, Supply Chain Management, Purchasing, Sales, Continuous Improvement, Electronics, Management, Supply Management, Process Improvement
Education
Saint Leo University
BA, Business
PART HUNTERS 2007 - Present
Florida based Component Broker 2000 - 2005
Smart Choice 1994 - 1996
Raymond James & Associates, Inc 1994 - 1996
US AIR FORCE 1981 - 1992
Skills
Supply Chain, Supply Chain Management, Purchasing, Sales, Continuous Improvement, Electronics, Management, Supply Management, Process Improvement
Education
Saint Leo University
BA, Business
Leesa Nobel's Raymond James & Associates, Inc Experience 1995 - 2010
Job COO Spartan Securities Group, Ltd. & Island Stock Transfer, LLC
Industry Financial Services
Experience
Spartan Securities Group, Ltd. & Island Stock Transfer, LLC September 2010 - Present
Island Stock Transfer 2010 - 2011
Raymond James & Associates, Inc 1995 - 2010
Raymond James & Associates, Inc. 1988 - 1995
Raymond James & Associates, Inc. 1984 - 1988
Interstate Securities 1983 - 1984
Raymond James & Associates, Inc. 1979 - 1983
Education
St. Petersburg College
Spartan Securities Group, Ltd. & Island Stock Transfer, LLC September 2010 - Present
Island Stock Transfer 2010 - 2011
Raymond James & Associates, Inc 1995 - 2010
Raymond James & Associates, Inc. 1988 - 1995
Raymond James & Associates, Inc. 1984 - 1988
Interstate Securities 1983 - 1984
Raymond James & Associates, Inc. 1979 - 1983
Education
St. Petersburg College
Kim Felix's Raymond James & Associates, Inc Experience 2003 - December 2005
Job Accounting Professional
Industry Accounting
Experience
H&R Trains July 2012 - Present
ImageCare Maintenence Services December 2007 - June 2009
Sunshine Development, LLC October 2006 - September 2007
Raymond James & Associates, Inc 2003 - December 2005
Don Pablo's Mexican Kitchen 1999 - 2002
Skills
Accounts Payable, QuickBooks, Accounts Receivable, Spreadsheets, Account Reconciliation, Accounting, 10 Key, Invoicing, Payroll, Financial Planners, Peachtree, General Ledger, ADP Payroll, Bank Reconciliation, Bookkeeping
Education
University of South Florida 1999 — 2004
B.A., Business Administraion, Minor in Economics
Northern Virginia Community College 1996 — 1999
A.S., General Studies
H&R Trains July 2012 - Present
ImageCare Maintenence Services December 2007 - June 2009
Sunshine Development, LLC October 2006 - September 2007
Raymond James & Associates, Inc 2003 - December 2005
Don Pablo's Mexican Kitchen 1999 - 2002
Skills
Accounts Payable, QuickBooks, Accounts Receivable, Spreadsheets, Account Reconciliation, Accounting, 10 Key, Invoicing, Payroll, Financial Planners, Peachtree, General Ledger, ADP Payroll, Bank Reconciliation, Bookkeeping
Education
University of South Florida 1999 — 2004
B.A., Business Administraion, Minor in Economics
Northern Virginia Community College 1996 — 1999
A.S., General Studies
Natalie Wlodarski's Raymond James & Associates, Inc Experience January 2011 - June 2011
Job Investments at Jaguar Growth Partners
Industry Venture Capital & Private Equity
Experience
Jaguar Growth Partners April 2014 - June 2015
Delray Beach Plastic Surgery January 2013 - April 2014
The Ritz-Carlton Hotel Company LLC April 2012 - December 2012
Libra Leather, Inc. July 2011 - June 2012
Raymond James & Associates, Inc January 2011 - June 2011
Skills
fluent in Polish, Microsoft Office, Sales, Forecasting, Management, Customer Service, Budgets, Customer Satisfaction, Time Management, CRM, Social Media, Marketing, Microsoft Excel, Social Networking, Advertising, PowerPoint, Email Marketing, Event Planning, Social Media Marketing, Leadership
Education
Rollins College 2007 — 2011
Bachelor of Arts, Economics
Jaguar Growth Partners April 2014 - June 2015
Delray Beach Plastic Surgery January 2013 - April 2014
The Ritz-Carlton Hotel Company LLC April 2012 - December 2012
Libra Leather, Inc. July 2011 - June 2012
Raymond James & Associates, Inc January 2011 - June 2011
Skills
fluent in Polish, Microsoft Office, Sales, Forecasting, Management, Customer Service, Budgets, Customer Satisfaction, Time Management, CRM, Social Media, Marketing, Microsoft Excel, Social Networking, Advertising, PowerPoint, Email Marketing, Event Planning, Social Media Marketing, Leadership
Education
Rollins College 2007 — 2011
Bachelor of Arts, Economics
Ezekiel Costello's Raymond James & Associates, Inc Experience February 2011 - June 2011
Job President of Mint Your Car LLC
Industry Automotive
Experience
Mint Your Car LLC October 2012 - Present
Costello Machine July 2011 - Present
Raymond James & Associates, Inc February 2011 - June 2011
GMAC - Corporate Financial Planning May 2009 - August 2009
Education
Nichols College 2006 — 2010
BSBA, Finance and Economics
Mint Your Car LLC October 2012 - Present
Costello Machine July 2011 - Present
Raymond James & Associates, Inc February 2011 - June 2011
GMAC - Corporate Financial Planning May 2009 - August 2009
Education
Nichols College 2006 — 2010
BSBA, Finance and Economics
Ken Corn's Raymond James & Associates, Inc Experience June 1994 - Present
Job at Raymond James & Associates, Inc
Industry
Experience
Raymond James & Associates, Inc June 1994 - Present
Education
University of Florida 1992 — 1994
MBA
St. Lawrence University 1984 — 1988
Raymond James & Associates, Inc June 1994 - Present
Education
University of Florida 1992 — 1994
MBA
St. Lawrence University 1984 — 1988
Emily Doerflinger's Raymond James & Associates, Inc Experience 1996 - 1999
Job
Industry
Experience
Raymond James & Associates, Inc 1996 - 1999
Education
Occidental College 1992 — 1994
BA, English and Comparative Literary Studies/Classics
Raymond James & Associates, Inc 1996 - 1999
Education
Occidental College 1992 — 1994
BA, English and Comparative Literary Studies/Classics
Bryce Hodgins's Raymond James & Associates, Inc Experience November 2011 - August 2012
Job ITSecurity System Administrator
Industry Financial Services
Experience
Raymond James Financial, Inc. November 2013 - Present
Raymond James August 2012 - November 2013
Raymond James & Associates, Inc November 2011 - August 2012
Raymond James Financial, Inc. November 2008 - November 2011
Skills
Information Security, Business Analysis, Process Improvement, Risk Management, Disaster Recovery, SDLC, Active Directory, Troubleshooting, Vendor Management, SharePoint
Education
St. Petersburg College
Information Technology
Raymond James Financial, Inc. November 2013 - Present
Raymond James August 2012 - November 2013
Raymond James & Associates, Inc November 2011 - August 2012
Raymond James Financial, Inc. November 2008 - November 2011
Skills
Information Security, Business Analysis, Process Improvement, Risk Management, Disaster Recovery, SDLC, Active Directory, Troubleshooting, Vendor Management, SharePoint
Education
St. Petersburg College
Information Technology
Jane Ehrhart's Raymond James & Associates, Inc Experience May 2009 - May 2010
Job at North American Development Group
Industry Real Estate
Experience
North American Development Group December 2010 - Present
Raymond James & Associates, Inc May 2009 - May 2010
Blue Coast Real Estate & Development Group 2010 - 2010
Education
Lynn University 2006 — 2010
Bachelor's, Business
Villa Duchesne/ Oak Hill School 1997 — 2005
North American Development Group December 2010 - Present
Raymond James & Associates, Inc May 2009 - May 2010
Blue Coast Real Estate & Development Group 2010 - 2010
Education
Lynn University 2006 — 2010
Bachelor's, Business
Villa Duchesne/ Oak Hill School 1997 — 2005
David Lineweaver's Raymond James & Associates, Inc Experience October 2009 - June 2012
Job Latin Equities at Brasil Plural
Industry Financial Services
Experience
Banco Brasil Plural June 2012 - Present
Raymond James & Associates, Inc October 2009 - June 2012
ITAÚ CORRETORA 2007 - 2009
Education
SMU 1987 — 1991
BA, Accounting and Finance
Southern Methodist University 1987 — 1991
B.A., Accounting & Finance
Banco Brasil Plural June 2012 - Present
Raymond James & Associates, Inc October 2009 - June 2012
ITAÚ CORRETORA 2007 - 2009
Education
SMU 1987 — 1991
BA, Accounting and Finance
Southern Methodist University 1987 — 1991
B.A., Accounting & Finance
Douglas Twombly's Raymond James & Associates, Inc Experience April 2011 - June 2012
Job at
Industry Financial Services
Experience
Mesirow Financial September 2013 - Present
Loop Capital Markets April 2012 - August 2013
Raymond James & Associates, Inc April 2011 - June 2012
Barclays Capital June 2006 - January 2011
Merrill Lynch April 1999 - June 2006
State Street Bank January 1992 - April 1999
State Street Bank & Trust 1992 - 1999
Skills
Fixed Income, Bonds, Series 7, Series 63, Trading, Capital Markets, Investment Banking, Securities, Derivatives, Structured Products, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Interest Rate..., Asset Management, Mutual Funds, Options
Education
Providence College 1987 — 1991
BA, Political Science
Mesirow Financial September 2013 - Present
Loop Capital Markets April 2012 - August 2013
Raymond James & Associates, Inc April 2011 - June 2012
Barclays Capital June 2006 - January 2011
Merrill Lynch April 1999 - June 2006
State Street Bank January 1992 - April 1999
State Street Bank & Trust 1992 - 1999
Skills
Fixed Income, Bonds, Series 7, Series 63, Trading, Capital Markets, Investment Banking, Securities, Derivatives, Structured Products, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Interest Rate..., Asset Management, Mutual Funds, Options
Education
Providence College 1987 — 1991
BA, Political Science
Dibya Rawal's Raymond James & Associates, Inc Experience January 2011 - May 2011
Job Professional
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
JPMorgan Chase August 2011 - July 2013
Raymond James & Associates, Inc January 2011 - May 2011
Skills
Bloomberg Terminal, Loan IQ, DBC, SDC Platinum, Stata, Loans, Financial Analysis, Valuation, Fixed Income, Investments, Equities, Series 7, Investment Banking, Series 63, Microsoft Excel, Financial Modeling, Microsoft Office, Finance, PowerPoint, Research, Analysis
Education
Wesleyan College 2007 — 2011
Kathmandu University 2004 — 2006
All Saints' College 1994 — 2004
JPMorgan Chase February 2014 - Present
JPMorgan Chase August 2011 - July 2013
Raymond James & Associates, Inc January 2011 - May 2011
Skills
Bloomberg Terminal, Loan IQ, DBC, SDC Platinum, Stata, Loans, Financial Analysis, Valuation, Fixed Income, Investments, Equities, Series 7, Investment Banking, Series 63, Microsoft Excel, Financial Modeling, Microsoft Office, Finance, PowerPoint, Research, Analysis
Education
Wesleyan College 2007 — 2011
Kathmandu University 2004 — 2006
All Saints' College 1994 — 2004
Jency Joy Plakkuzhyil's Raymond James & Associates, Inc Experience May 2011 - Present
Job Software Engineer II at Raymond James & Associates, Inc
Industry Information Technology and Services
Experience
Raymond James & Associates, Inc May 2011 - Present
ByDesign Technologies November 2009 - April 2011
Cognizant Technology Solutions April 2008 - June 2009
Accenture Technology Solutions November 2004 - April 2008
Skills
C#, SQL Server, ASP.NET, Visual Studio, .NET, Web Services, ASP, AJAX, XML, JavaScript, Application Development, SQL, VB.NET, HTML, CSS, Software Development, T-SQL, LINQ, Agile, Windows, OOP, SSRS, IIS, WCF, Programming, C++, VBScript
Education
Mahatma Gandhi University 2000 — 2004
B.Tech, Computer Science
Raymond James & Associates, Inc May 2011 - Present
ByDesign Technologies November 2009 - April 2011
Cognizant Technology Solutions April 2008 - June 2009
Accenture Technology Solutions November 2004 - April 2008
Skills
C#, SQL Server, ASP.NET, Visual Studio, .NET, Web Services, ASP, AJAX, XML, JavaScript, Application Development, SQL, VB.NET, HTML, CSS, Software Development, T-SQL, LINQ, Agile, Windows, OOP, SSRS, IIS, WCF, Programming, C++, VBScript
Education
Mahatma Gandhi University 2000 — 2004
B.Tech, Computer Science
Lynn Osborn's Raymond James & Associates, Inc Experience 1994 - 1996
Job Administrative Services
Industry Management Consulting
Experience
Transamerica August 2011 - March 2014
Superior Uniform Group 2005 - 2011
Hodge-Podge Bakery Cafe September 2009 - March 2010
Tenet Call Center April 2000 - April 2005
Eckerd Corporation 1999 - 2000
Designs by Lynnie 1996 - 1999
Raymond James & Associates, Inc 1994 - 1996
Freelance / Graphic Design Services 1985 - 1994
California Institute of the Arts 1988 - 1989
Bay Area Playwrights Festival 1985 - 1986
Education
University of North Carolina at Greensboro 1984 — 1985
Theater Design
Radford University 1979 — 1983
BFA, Theater
Transamerica August 2011 - March 2014
Superior Uniform Group 2005 - 2011
Hodge-Podge Bakery Cafe September 2009 - March 2010
Tenet Call Center April 2000 - April 2005
Eckerd Corporation 1999 - 2000
Designs by Lynnie 1996 - 1999
Raymond James & Associates, Inc 1994 - 1996
Freelance / Graphic Design Services 1985 - 1994
California Institute of the Arts 1988 - 1989
Bay Area Playwrights Festival 1985 - 1986
Education
University of North Carolina at Greensboro 1984 — 1985
Theater Design
Radford University 1979 — 1983
BFA, Theater
Rani Stevens Goodman's Raymond James & Associates, Inc Experience March 2015 - Present
Job Marketing Assistant / Wealth Management Specialist at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc March 2015 - Present
Raymond James & Associates, Inc. April 1999 - April 2013
Prudential Securities September 1989 - April 1999
Thomson Mckinnon October 1986 - September 1989
Education
Forest Hills High School, NY
High School Diploma, Academic
State University of New York College at Cortland
Raymond James & Associates, Inc March 2015 - Present
Raymond James & Associates, Inc. April 1999 - April 2013
Prudential Securities September 1989 - April 1999
Thomson Mckinnon October 1986 - September 1989
Education
Forest Hills High School, NY
High School Diploma, Academic
State University of New York College at Cortland
Carla Gary's Raymond James & Associates, Inc Experience 2007 - Present
Job Trading Support Associate II at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates September 2007 - Present
Raymond James & Associates, Inc 2007 - Present
Raymond James Financial Inc. 2003 - 2007
Raymond James Financial Inc. 2000 - 2003
Raymond James Financial Inc. February 1997 - 2000
Skills
Microsoft Outlook,..., Customer Service..., Accounting Basics, Data Entry, Team Building, Customer Relations, Hiring, Problem Solving, Accounts Payable, Account Management, Trading
Education
St. Petersburg College
Raymond James & Associates September 2007 - Present
Raymond James & Associates, Inc 2007 - Present
Raymond James Financial Inc. 2003 - 2007
Raymond James Financial Inc. 2000 - 2003
Raymond James Financial Inc. February 1997 - 2000
Skills
Microsoft Outlook,..., Customer Service..., Accounting Basics, Data Entry, Team Building, Customer Relations, Hiring, Problem Solving, Accounts Payable, Account Management, Trading
Education
St. Petersburg College
Jason Musgrave's Raymond James & Associates, Inc Experience April 2008 - November 2011
Job System Support Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2014 - Present
Raymond James Financial Inc. November 2011 - July 2014
Raymond James & Associates, Inc April 2008 - November 2011
Freight & Shipping, Inc. November 2005 - September 2007
Skills
Asset Management, Software Installation, Computer Software..., Computer Hardware..., Wireless Networking, Customer Service, Project Management, Computer Hardware..., Windows 7, Windows XP Pro, Microsoft Office 2007, Microsoft Office 2010, Networking, Technical Support, Process Improvement, Troubleshooting
Education
St. Petersburg College 2009 — 2013
Associate of Science (AS), Computer Systems Networking and Telecommunications
Lasalle Computer Learning Center 2007 — 2008
Certified Internet Webmaster, Web design/ Computer hardware & software
Raymond James Financial, Inc. July 2014 - Present
Raymond James Financial Inc. November 2011 - July 2014
Raymond James & Associates, Inc April 2008 - November 2011
Freight & Shipping, Inc. November 2005 - September 2007
Skills
Asset Management, Software Installation, Computer Software..., Computer Hardware..., Wireless Networking, Customer Service, Project Management, Computer Hardware..., Windows 7, Windows XP Pro, Microsoft Office 2007, Microsoft Office 2010, Networking, Technical Support, Process Improvement, Troubleshooting
Education
St. Petersburg College 2009 — 2013
Associate of Science (AS), Computer Systems Networking and Telecommunications
Lasalle Computer Learning Center 2007 — 2008
Certified Internet Webmaster, Web design/ Computer hardware & software
George A. Boyan Jr's Raymond James & Associates, Inc Experience July 2000 - September 2010
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James & Associates, Inc July 2000 - September 2010
Brown Brothers Harriman September 1986 - June 2000
Skills
Series 7, Mutual Funds, Series 63, Securities, Equities, Bloomberg, Stocks, Trading, Equity Trading, Equity Research
Education
Rutgers University-New Brunswick 1974 — 1979
B.A., Economics
Raymond James & Associates, Inc July 2000 - September 2010
Brown Brothers Harriman September 1986 - June 2000
Skills
Series 7, Mutual Funds, Series 63, Securities, Equities, Bloomberg, Stocks, Trading, Equity Trading, Equity Research
Education
Rutgers University-New Brunswick 1974 — 1979
B.A., Economics
Andrew Eidson's Raymond James & Associates, Inc Experience March 2000 - April 2001
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Edupoint Educational Systems, LLC January 2012 - Present
Rutherford & Associates October 2011 - December 2011
Weidenhammer April 2001 - August 2011
Raymond James & Associates, Inc March 2000 - April 2001
Skills
SQL, Technical Support, Hardware, Microsoft SQL Server, Customer Service, Training, Troubleshooting, Windows 7, Java
Education
Colorado Technical University-Online 2011 — 2016
Bachelor of Information Systems, Data Management, 3.70 GPA
Kalamazoo Valley Community College 1995 — 2011
Associates, Occupational Technology
Edupoint Educational Systems, LLC January 2012 - Present
Rutherford & Associates October 2011 - December 2011
Weidenhammer April 2001 - August 2011
Raymond James & Associates, Inc March 2000 - April 2001
Skills
SQL, Technical Support, Hardware, Microsoft SQL Server, Customer Service, Training, Troubleshooting, Windows 7, Java
Education
Colorado Technical University-Online 2011 — 2016
Bachelor of Information Systems, Data Management, 3.70 GPA
Kalamazoo Valley Community College 1995 — 2011
Associates, Occupational Technology
Patti Redmond-Marshall's Raymond James & Associates, Inc Experience November 1984 - Present
Job Administrative Assistant at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc November 1984 - Present
Skills
Team Building, Accounts Payable, Microsoft Excel, Bookkeeping, General Ledger, Fundraising
Education
St. Petersburg College 1982 — 1983
Raymond James & Associates, Inc November 1984 - Present
Skills
Team Building, Accounts Payable, Microsoft Excel, Bookkeeping, General Ledger, Fundraising
Education
St. Petersburg College 1982 — 1983
Carlton Henry's Raymond James & Associates, Inc Experience August 2007 - August 2011
Job Final Documents Resolution Specialists at Flagstar Bank
Industry Financial Services
Experience
Flagstar Bank October 2012 - Present
Title Source May 2012 - September 2012
Raymond James & Associates, Inc August 2007 - August 2011
Education
Grand Valley State University 1995 — 2002
Bachelor's degree, Public Administration with Emphasis in Economics and Management
Flagstar Bank October 2012 - Present
Title Source May 2012 - September 2012
Raymond James & Associates, Inc August 2007 - August 2011
Education
Grand Valley State University 1995 — 2002
Bachelor's degree, Public Administration with Emphasis in Economics and Management
Alene Dobson's Raymond James & Associates, Inc Experience February 1986 - Present
Job Sr Accountant at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc February 1986 - Present
Skills
Financial Analysis, Finance, Microsoft Office, Financial Modeling, Analysis, Budgets, Process Improvement, Accounting, Financial Reporting, Financial Accounting, Cost Accounting, Accounting System
Education
Saint Leo University
Bachelor of Arts, Accounting
St. Petersburg College
Raymond James & Associates, Inc February 1986 - Present
Skills
Financial Analysis, Finance, Microsoft Office, Financial Modeling, Analysis, Budgets, Process Improvement, Accounting, Financial Reporting, Financial Accounting, Cost Accounting, Accounting System
Education
Saint Leo University
Bachelor of Arts, Accounting
St. Petersburg College
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