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
Julie stavness Julie stavness's Raymond James & Associates, Inc Experience March 2004 - December 2011
Job currently involved in volunteer work for arts administration
Industry Financial Services
Experience
Craft Council of BC January 2012 - Present
Vancouver Art Gallery 2012 - 2012
Raymond James & Associates, Inc March 2004 - December 2011
La Fete Columbienne des Enfants August 2001 - July 2002
Chan Centre for Performing Arts September 1999 - May 2000
Skills
Mutual Funds, Securities, Photoshop, Photography, Banking, Flash, Funding, System Administration, Administrative..., Outlook, Microsoft Excel, PowerPoint, Office Management, Visio, Microsoft Office, Teaching, Spreadsheets, Access, Microsoft Word
Education
The University of British Columbia 1999 — 2003
BFA
Langara, VSB Continuing Ed
Language studies & Fashion Design, Adult and Continuing Education and Teaching
Craft Council of BC January 2012 - Present
Vancouver Art Gallery 2012 - 2012
Raymond James & Associates, Inc March 2004 - December 2011
La Fete Columbienne des Enfants August 2001 - July 2002
Chan Centre for Performing Arts September 1999 - May 2000
Skills
Mutual Funds, Securities, Photoshop, Photography, Banking, Flash, Funding, System Administration, Administrative..., Outlook, Microsoft Excel, PowerPoint, Office Management, Visio, Microsoft Office, Teaching, Spreadsheets, Access, Microsoft Word
Education
The University of British Columbia 1999 — 2003
BFA
Langara, VSB Continuing Ed
Language studies & Fashion Design, Adult and Continuing Education and Teaching
Christopher Van Law Christopher Van Law's Raymond James & Associates, Inc Experience 2007 - August 2011
Job Engineer at HOSTING
Industry Computer Software
Experience
HOSTING July 2014 - Present
Raymond James Financial Inc. May 2012 - June 2014
Raymond James Financial Inc. August 2011 - May 2012
Raymond James & Associates, Inc 2007 - August 2011
Skills
C#, SQL, Visual Studio, Powershell, SDLC, Identity Management, Active Directory, Microsoft SQL Server, SOA, WCF, .NET, T-SQL
Education
University of Miami
HOSTING July 2014 - Present
Raymond James Financial Inc. May 2012 - June 2014
Raymond James Financial Inc. August 2011 - May 2012
Raymond James & Associates, Inc 2007 - August 2011
Skills
C#, SQL, Visual Studio, Powershell, SDLC, Identity Management, Active Directory, Microsoft SQL Server, SOA, WCF, .NET, T-SQL
Education
University of Miami
Jay Love, MBA Jay Love, MBA's Raymond James & Associates, Inc Experience March 2007 - June 2008
Job Copywriter and Creative Director
Industry Marketing and Advertising
Experience
Unleaded Communications February 2015 - May 2015
Weatherford December 2013 - February 2015
Tag Worldwide / Employbrands October 2011 - January 2013
Kelsey-Seybold Clinic December 2010 - October 2011
Raymond James & Associates, Inc March 2007 - June 2008
PrimeNet March 2005 - January 2007
HSN November 2002 - January 2005
JWT, Specialized Communications March 2000 - September 2001
Bernard Hodes Group December 1998 - March 2000
Rives Carlberg August 1997 - September 1998
Skills
Copywriting, Creative Direction, Direct Marketing, Advertising, Concept Development, Brand Development, Corporate Identity, Corporate Communications, B2B Marketing, B2C Marketing, Marketing Strategy, Newsletters, B2C marketing, SEO, Email Marketing, Social Media, Brochures, Radio, Broadcast, Digital Marketing, Campaigns, Direct Mail, Integrated Marketing, Brand Management, Creative Strategy, Editing, Collateral, Digital Media, Marketing Communications, Art Direction, Trade Shows, Online Marketing, Social Media Marketing, Online Advertising, Digital Strategy, Content Strategy, New Media, Interactive Marketing, Adobe Creative Suite, Corporate Branding, Press Releases, Web Content, Blogging, Content Development, Brand Awareness, Television, Web Design, Media Planning, Facebook, Media Relations
Education
University of Phoenix 2005 — 2006
MBA, Business Management
Texas A&M University 1986 — 1990
BS, Journalism
Unleaded Communications February 2015 - May 2015
Weatherford December 2013 - February 2015
Tag Worldwide / Employbrands October 2011 - January 2013
Kelsey-Seybold Clinic December 2010 - October 2011
Raymond James & Associates, Inc March 2007 - June 2008
PrimeNet March 2005 - January 2007
HSN November 2002 - January 2005
JWT, Specialized Communications March 2000 - September 2001
Bernard Hodes Group December 1998 - March 2000
Rives Carlberg August 1997 - September 1998
Skills
Copywriting, Creative Direction, Direct Marketing, Advertising, Concept Development, Brand Development, Corporate Identity, Corporate Communications, B2B Marketing, B2C Marketing, Marketing Strategy, Newsletters, B2C marketing, SEO, Email Marketing, Social Media, Brochures, Radio, Broadcast, Digital Marketing, Campaigns, Direct Mail, Integrated Marketing, Brand Management, Creative Strategy, Editing, Collateral, Digital Media, Marketing Communications, Art Direction, Trade Shows, Online Marketing, Social Media Marketing, Online Advertising, Digital Strategy, Content Strategy, New Media, Interactive Marketing, Adobe Creative Suite, Corporate Branding, Press Releases, Web Content, Blogging, Content Development, Brand Awareness, Television, Web Design, Media Planning, Facebook, Media Relations
Education
University of Phoenix 2005 — 2006
MBA, Business Management
Texas A&M University 1986 — 1990
BS, Journalism
Abdul Farooqi Abdul Farooqi's Raymond James & Associates, Inc Experience May 2011 - 2012
Job Author, Speaker & Entrepreneur: Owner & Founder: Lions Marketing
Industry Internet
Experience
Lions Marketing 2013 - Present
Haywood Securities 2012 - January 2013
Raymond James & Associates, Inc May 2011 - 2012
Periti Consulting 2009 - March 2011
Flood Relief Committee August 2010 - 2011
Skills
Leadership, Valuation, Entrepreneurship, Management, Capital Markets, Investments, Business Strategy, Equity Research, Business Development, Process Improvement, Consulting, Marketing Strategy, Customer Acquisition
Education
KPS
KPS
The University of British Columbia
Finance
Lions Marketing 2013 - Present
Haywood Securities 2012 - January 2013
Raymond James & Associates, Inc May 2011 - 2012
Periti Consulting 2009 - March 2011
Flood Relief Committee August 2010 - 2011
Skills
Leadership, Valuation, Entrepreneurship, Management, Capital Markets, Investments, Business Strategy, Equity Research, Business Development, Process Improvement, Consulting, Marketing Strategy, Customer Acquisition
Education
KPS
KPS
The University of British Columbia
Finance
Neil Desai Neil Desai's Raymond James & Associates, Inc Experience March 2008 - August 2008
Job Quantitative Specialist at Federal Reserve Bank of Atlanta
Industry Banking
Experience
Federal Reserve Bank of Atlanta February 2015 - Present
Federal Reserve Bank of Atlanta April 2014 - January 2015
Federal Reserve Bank of Atlanta December 2011 - March 2014
Federal Reserve Bank of Atlanta April 2011 - December 2011
University of North Carolina at Greensboro August 2009 - December 2010
Raymond James & Associates, Inc March 2008 - August 2008
Skills
Econometrics, Stata, Research, Matlab, Analysis, Financial Analysis, Economic Research, SAS, Microsoft Excel
Education
University of North Carolina at Greensboro 2009 — 2010
MA, Economics
Federal Reserve Bank of Atlanta February 2015 - Present
Federal Reserve Bank of Atlanta April 2014 - January 2015
Federal Reserve Bank of Atlanta December 2011 - March 2014
Federal Reserve Bank of Atlanta April 2011 - December 2011
University of North Carolina at Greensboro August 2009 - December 2010
Raymond James & Associates, Inc March 2008 - August 2008
Skills
Econometrics, Stata, Research, Matlab, Analysis, Financial Analysis, Economic Research, SAS, Microsoft Excel
Education
University of North Carolina at Greensboro 2009 — 2010
MA, Economics
Roger Remling Roger Remling's Raymond James & Associates, Inc Experience March 2002 - January 2003
Job Investment Adviser 401k Coach
Industry Financial Services
Experience
Kenai Investments Inc. February 2003 - Present
Raymond James & Associates, Inc March 2002 - January 2003
Edward Jones May 2000 - February 2002
Skills
Investments, Financial Planning, Finance, Wealth Management, Retirement Planning, Strategic Planning, Small Business, Investment Advisory, Team Building, Series 7, Insurance
Education
University of Phoenix 2004 — 2006
BS Bus Finance, Finance
Kenai Investments Inc. February 2003 - Present
Raymond James & Associates, Inc March 2002 - January 2003
Edward Jones May 2000 - February 2002
Skills
Investments, Financial Planning, Finance, Wealth Management, Retirement Planning, Strategic Planning, Small Business, Investment Advisory, Team Building, Series 7, Insurance
Education
University of Phoenix 2004 — 2006
BS Bus Finance, Finance
Emily Mieczkowski Emily Mieczkowski's Raymond James & Associates, Inc Experience July 2007 - October 2008
Job Project Manager for Wells Fargo Bank, NA
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Wells Fargo August 2013 - December 2014
Wells Fargo Home Mortgage March 2013 - August 2014
Wells Fargo Home Mortgage June 2011 - March 2013
Wells Fargo Home Mortgage May 2009 - June 2011
Raymond James & Associates, Inc July 2007 - October 2008
Wells Fargo March 2007 - July 2007
Wells Fargo September 2004 - March 2007
Carolina Furniture Warehouse September 1997 - September 2004
Skills
Loan Servicing, Consumer Lending, Commercial Lending, Risk Management, Loan Origination, Mortgage Banking, Underwriting, Customer Service, Loss Mitigation, Relationship Management, Commercial Banking, Retail Banking, Mortgage Underwriting, Project Management, Project Implementation
Education
University of Maryland College Park 1997 — 2001
BA, Economics
Wells Fargo January 2015 - Present
Wells Fargo August 2013 - December 2014
Wells Fargo Home Mortgage March 2013 - August 2014
Wells Fargo Home Mortgage June 2011 - March 2013
Wells Fargo Home Mortgage May 2009 - June 2011
Raymond James & Associates, Inc July 2007 - October 2008
Wells Fargo March 2007 - July 2007
Wells Fargo September 2004 - March 2007
Carolina Furniture Warehouse September 1997 - September 2004
Skills
Loan Servicing, Consumer Lending, Commercial Lending, Risk Management, Loan Origination, Mortgage Banking, Underwriting, Customer Service, Loss Mitigation, Relationship Management, Commercial Banking, Retail Banking, Mortgage Underwriting, Project Management, Project Implementation
Education
University of Maryland College Park 1997 — 2001
BA, Economics
Nicole Naidoo Nicole Naidoo's Raymond James & Associates, Inc Experience July 2011 - June 2014
Job Associate at Mainsail Partners
Industry Financial Services
Experience
Mainsail Partners August 2014 - Present
Raymond James & Associates, Inc July 2011 - June 2014
Merrill Lynch April 2009 - May 2011
Mainsail Partners June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, LBO, Investments, Investment Banking, Due Diligence, Bloomberg, Private Equity, Venture Capital, DCF, Mergers, Equities, Corporate Development, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Brighton High School
Mainsail Partners August 2014 - Present
Raymond James & Associates, Inc July 2011 - June 2014
Merrill Lynch April 2009 - May 2011
Mainsail Partners June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, LBO, Investments, Investment Banking, Due Diligence, Bloomberg, Private Equity, Venture Capital, DCF, Mergers, Equities, Corporate Development, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Brighton High School
Drew Harmon's Raymond James & Associates, Inc Experience June 2010 - September 2011
Job Law Clerk (admission pending) at Simpson Thacher & Bartlett LLP
Industry Law Practice
Experience
Simpson Thacher & Bartlett LLP September 2014 - Present
Sullivan & Cromwell LLP 2012 - 2012
Weil Gotshal and Manges 2012 - 2012
Raymond James & Associates, Inc June 2010 - September 2011
Skills
Private Equity, Corporate Law, Microsoft Office, Legal Research, Legal Advice, Legal Writing, Research, Corporate Governance, Equities, Due Diligence
Education
University of Pennsylvania 2013 — 2014
Master of Laws (LLM), Banking, Corporate, Finance, and Securities Law
University of Oxford 2011 — 2013
Bachelor of Arts (B.A.), Jurisprudence
University of Cambridge 2007 — 2010
Bachelor of Arts (B.A.), 1st Class, History and Economic History
Simpson Thacher & Bartlett LLP September 2014 - Present
Sullivan & Cromwell LLP 2012 - 2012
Weil Gotshal and Manges 2012 - 2012
Raymond James & Associates, Inc June 2010 - September 2011
Skills
Private Equity, Corporate Law, Microsoft Office, Legal Research, Legal Advice, Legal Writing, Research, Corporate Governance, Equities, Due Diligence
Education
University of Pennsylvania 2013 — 2014
Master of Laws (LLM), Banking, Corporate, Finance, and Securities Law
University of Oxford 2011 — 2013
Bachelor of Arts (B.A.), Jurisprudence
University of Cambridge 2007 — 2010
Bachelor of Arts (B.A.), 1st Class, History and Economic History
Janice Dunn Janice Dunn's Raymond James & Associates, Inc Experience 2000 - 2009
Job Investment Advisory services offered through R.W. Baird
Industry Financial Services
Experience
R.W. Baird January 2015 - Present
PenFed Invest 2009 - 2010
Raymond James & Associates, Inc 2000 - 2009
Skills
Investment Strategies, Series 63, Certified Financial..., Retirement Planning, Public Speaking, Strategic Financial..., Series 7, Financial Advisory, Investment Advisory
Education
University of Oregon 2001 — 2005
Bachelor of Arts (B.A.), English Literature & Composition
University of Colorado at Boulder 1989 — 1990
Type A Teaching Certificate, Secondary Education and Teaching
R.W. Baird January 2015 - Present
PenFed Invest 2009 - 2010
Raymond James & Associates, Inc 2000 - 2009
Skills
Investment Strategies, Series 63, Certified Financial..., Retirement Planning, Public Speaking, Strategic Financial..., Series 7, Financial Advisory, Investment Advisory
Education
University of Oregon 2001 — 2005
Bachelor of Arts (B.A.), English Literature & Composition
University of Colorado at Boulder 1989 — 1990
Type A Teaching Certificate, Secondary Education and Teaching
Josh Lickteig Josh Lickteig's Raymond James & Associates, Inc Experience 2006 - 2008
Job Originations at Bank of the Ozarks
Industry Real Estate
Experience
Bank of the Ozarks December 2014 - Present
Carr Development, Inc. 2013 - 2013
University of Texas at Austin 2009 - 2013
Raymond James & Associates, Inc 2006 - 2008
Skills
Analysis, Financial Analysis, Management, Data Analysis, Business Development, Financial Modeling, Investments, Research, Finance, Market Research, Budgets, Business Strategy, PowerPoint, Microsoft Excel, Accounting, Contract Negotiation, Business Analysis, Statistics, Microsoft Office
Education
The University of Texas at Austin - Red McCombs School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Austin 2004 — 2008
B.A., Economics
Bank of the Ozarks December 2014 - Present
Carr Development, Inc. 2013 - 2013
University of Texas at Austin 2009 - 2013
Raymond James & Associates, Inc 2006 - 2008
Skills
Analysis, Financial Analysis, Management, Data Analysis, Business Development, Financial Modeling, Investments, Research, Finance, Market Research, Budgets, Business Strategy, PowerPoint, Microsoft Excel, Accounting, Contract Negotiation, Business Analysis, Statistics, Microsoft Office
Education
The University of Texas at Austin - Red McCombs School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Austin 2004 — 2008
B.A., Economics
Jim McCarthty Jim McCarthty's Raymond James & Associates, Inc Experience 1994 - July 2012
Job Wealth Management Specialist at Raymond James Financial Services
Industry Financial Services
Experience
The Noble Group 2012 - Present
Raymond James & Associates, Inc 1994 - July 2012
Shearson Lehman Brothers 1988 - 1993
Wenthrop Securities 1983 - 1987
Shearson Lehman Brothers 1977 - 1982
Merrill Lynch 1970 - 1977
Education
The University of Texas at Austin 1963 — 1967
Finance
The Noble Group 2012 - Present
Raymond James & Associates, Inc 1994 - July 2012
Shearson Lehman Brothers 1988 - 1993
Wenthrop Securities 1983 - 1987
Shearson Lehman Brothers 1977 - 1982
Merrill Lynch 1970 - 1977
Education
The University of Texas at Austin 1963 — 1967
Finance
Colleen Mohnkern Colleen Mohnkern's Raymond James & Associates, Inc Experience July 2010 - June 2011
Job Senior Associate at KPMG Advisory
Industry Consumer Goods
Experience
KPMG US September 2011 - Present
Raymond James & Associates, Inc July 2010 - June 2011
LadyLux September 2010 - January 2011
University of California, Irvine Disabilities Service Center January 2008 - June 2010
City of West University Place: Colonial Park Pool May 2005 - August 2009
Smith Barney January 2009 - June 2009
JPS Holdings July 2008 - September 2008
Skills
Facebook, Bloomberg, Data Analysis, Economics, Market Research, Research, Microsoft Excel, Social Media, PowerPoint, Marketing, Microsoft Office, Social Networking, Financial Modeling, Financial Analysis, Event Planning, SharePoint, Organizational Project..., Microsoft Word, Process Flow..., Visio, Team Facilitation, Leading Meetings, Live Meeting, Managing Meetings, Coordinate Meetings, Power Generation, Presentations, Presentation Design, Public Speaking
Education
University of California, Irvine 2007 — 2011
Undergraduate, Economics, Political Science
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), Economics
KPMG US September 2011 - Present
Raymond James & Associates, Inc July 2010 - June 2011
LadyLux September 2010 - January 2011
University of California, Irvine Disabilities Service Center January 2008 - June 2010
City of West University Place: Colonial Park Pool May 2005 - August 2009
Smith Barney January 2009 - June 2009
JPS Holdings July 2008 - September 2008
Skills
Facebook, Bloomberg, Data Analysis, Economics, Market Research, Research, Microsoft Excel, Social Media, PowerPoint, Marketing, Microsoft Office, Social Networking, Financial Modeling, Financial Analysis, Event Planning, SharePoint, Organizational Project..., Microsoft Word, Process Flow..., Visio, Team Facilitation, Leading Meetings, Live Meeting, Managing Meetings, Coordinate Meetings, Power Generation, Presentations, Presentation Design, Public Speaking
Education
University of California, Irvine 2007 — 2011
Undergraduate, Economics, Political Science
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), Economics
Kathryn Quaas Kathryn Quaas's Raymond James & Associates, Inc Experience 2006 - 2008
Job ITIL v3 Expert
Industry Information Technology and Services
Experience
Independent Consultant September 2011 - Present
General Dynamics Information Technology January 2011 - August 2011
Windward IT Solutions February 2010 - November 2010
Big Cat Rescue 2008 - 2009
Raymond James & Associates, Inc 2006 - 2008
Skills
ITIL, Change Management, PMP, Process Engineering, Release Management, PRINCE2, Process Improvement, Professional Services, Project Management, Program Management, IT Service Management, Project Planning, Service Management, Integration, Vendor Management, IT Strategy, Governance, PMO, Business Process, Data Center
Education
Pink Elephant classes 2010 — 2011
ITIL v3 Expert
University of Florida 1989 — 2004
BS, Finance
Independent Consultant September 2011 - Present
General Dynamics Information Technology January 2011 - August 2011
Windward IT Solutions February 2010 - November 2010
Big Cat Rescue 2008 - 2009
Raymond James & Associates, Inc 2006 - 2008
Skills
ITIL, Change Management, PMP, Process Engineering, Release Management, PRINCE2, Process Improvement, Professional Services, Project Management, Program Management, IT Service Management, Project Planning, Service Management, Integration, Vendor Management, IT Strategy, Governance, PMO, Business Process, Data Center
Education
Pink Elephant classes 2010 — 2011
ITIL v3 Expert
University of Florida 1989 — 2004
BS, Finance
James Allred's Raymond James & Associates, Inc Experience June 2009 - July 2011
Job Finance MBA Development Program at Chevron
Industry Oil & Energy
Experience
Chevron August 2015 - Present
Edison International June 2014 - August 2014
Macquarie Group July 2011 - June 2013
Raymond James & Associates, Inc June 2009 - July 2011
Deutsche Bank June 2008 - August 2008
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Master of Business Administration
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
Bachelor of Business Administration with Highest Honors, Major: Finance Minor: Accounting
Chevron August 2015 - Present
Edison International June 2014 - August 2014
Macquarie Group July 2011 - June 2013
Raymond James & Associates, Inc June 2009 - July 2011
Deutsche Bank June 2008 - August 2008
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Master of Business Administration
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
Bachelor of Business Administration with Highest Honors, Major: Finance Minor: Accounting
Jonathan Ruykhaver Jonathan Ruykhaver's Raymond James & Associates, Inc Experience May 2000 - June 2007
Job Managing Director Technology Research Analyst at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. March 2012 - Present
Morgan Keegan November 2010 - March 2012
ThinkEquity June 2007 - October 2010
Raymond James & Associates, Inc May 2000 - June 2007
SunTrust Equitable Securities 1997 - 2000
Education
Tufts University
BA, Economics
University of Michigan
Finance, Applied Econometrics
Stephens Inc. March 2012 - Present
Morgan Keegan November 2010 - March 2012
ThinkEquity June 2007 - October 2010
Raymond James & Associates, Inc May 2000 - June 2007
SunTrust Equitable Securities 1997 - 2000
Education
Tufts University
BA, Economics
University of Michigan
Finance, Applied Econometrics
Jason Wilson's Raymond James & Associates, Inc Experience 2005 - 2007
Job Managing Director at HOA Capital Advisors, LLC
Industry Real Estate
Experience
HOA Capital Advisors, LLC August 2014 - Present
Skyway Capital Partners, LLC July 2010 - July 2014
Carlton Group 2009 - 2010
FBR 2007 - 2009
Raymond James & Associates, Inc 2005 - 2007
CS Capital Advisors, LLC 2001 - 2004
Prudential Securities, Inc. 1999 - 2001
Skills
Series 79, Series 7, Series 63, Capital Markets, Private Equity, Valuation, Asset Management, Alternative Investments, Equities, Investments, Investment Banking, Hedge Funds, Portfolio Management, Fixed Income, Private Placements, Due Diligence, Financial Modeling, Equity Research, FINRA, Financial Analysis
Education
United States Military Academy at West Point 1994 — 1998
B.S., Operations Research
Charleroi Area High School 1991 — 1994
HOA Capital Advisors, LLC August 2014 - Present
Skyway Capital Partners, LLC July 2010 - July 2014
Carlton Group 2009 - 2010
FBR 2007 - 2009
Raymond James & Associates, Inc 2005 - 2007
CS Capital Advisors, LLC 2001 - 2004
Prudential Securities, Inc. 1999 - 2001
Skills
Series 79, Series 7, Series 63, Capital Markets, Private Equity, Valuation, Asset Management, Alternative Investments, Equities, Investments, Investment Banking, Hedge Funds, Portfolio Management, Fixed Income, Private Placements, Due Diligence, Financial Modeling, Equity Research, FINRA, Financial Analysis
Education
United States Military Academy at West Point 1994 — 1998
B.S., Operations Research
Charleroi Area High School 1991 — 1994
Mason Harris Mason Harris's Raymond James & Associates, Inc Experience May 2010 - June 2011
Job Investment Analyst at Perella Weinberg Partners
Industry Research
Experience
Perella Weinberg Partners September 2014 - Present
University Corporation for Atmospheric Research June 2011 - October 2013
Raymond James & Associates, Inc May 2010 - June 2011
Skills
Financial Modeling, Finance, Microsoft Excel, Financial Analysis, Valuation, Data Analysis, Financial Reporting, Public Speaking, Investments, Asset Management, Bloomberg, Leadership, Microsoft Office, Project Management, Accounting, Analysis, Corporate Finance, Market Research, Management
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2011
Bachelor of Science (BS), Finance
Perella Weinberg Partners September 2014 - Present
University Corporation for Atmospheric Research June 2011 - October 2013
Raymond James & Associates, Inc May 2010 - June 2011
Skills
Financial Modeling, Finance, Microsoft Excel, Financial Analysis, Valuation, Data Analysis, Financial Reporting, Public Speaking, Investments, Asset Management, Bloomberg, Leadership, Microsoft Office, Project Management, Accounting, Analysis, Corporate Finance, Market Research, Management
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2011
Bachelor of Science (BS), Finance
Steve Eckhardt Steve Eckhardt's Raymond James & Associates, Inc Experience January 1998 - May 2008
Job Financial Consultant at Hines Warner Wealth Management
Industry Financial Services
Experience
Hines Warner Wealth Management January 2008 - Present
Raymond James & Associates, Inc January 1998 - May 2008
Morgan Stanley Smith Barney January 1992 - January 1998
Skills
Uniform Combined State..., Series 7, Wealth Management, Retirement Planning, Investment Advisory, Series 63, Financial Advisory, Series 65, Mutual Funds, Investment Strategies, Asset Allocation, Retirement
Education
University of Colorado Boulder - Leeds School of Business 1982 — 1986
BS, International Business
Oregon Episcopal Private School 1969 — 1982
Hines Warner Wealth Management January 2008 - Present
Raymond James & Associates, Inc January 1998 - May 2008
Morgan Stanley Smith Barney January 1992 - January 1998
Skills
Uniform Combined State..., Series 7, Wealth Management, Retirement Planning, Investment Advisory, Series 63, Financial Advisory, Series 65, Mutual Funds, Investment Strategies, Asset Allocation, Retirement
Education
University of Colorado Boulder - Leeds School of Business 1982 — 1986
BS, International Business
Oregon Episcopal Private School 1969 — 1982
David Armanini David Armanini's Raymond James & Associates, Inc Experience June 2011 - August 2011
Job Credit Analyst at TD Bank
Industry Banking
Experience
TD January 2015 - Present
Siemens Healthcare September 2013 - December 2014
Digital Federal Credit Union January 2013 - September 2013
Digital Federal Credit Union June 2012 - January 2013
Raymond James & Associates, Inc June 2011 - August 2011
Northborough Department of Public Works May 2011 - August 2011
Northborough Recreation Department June 2005 - August 2011
Skills
Member Relations, Exceptional Listener, Customer Service, Leadership, Analysis, Communitcation, Microsoft Office, Finance, Works Well in Groups, Teamwork, Sales, Referrals, Cross Selling, Always On Time, Cultural Awareness
Education
The University of Connecticut 2008 — 2012
Bachelor of Science, Business Administration; Finance
TD January 2015 - Present
Siemens Healthcare September 2013 - December 2014
Digital Federal Credit Union January 2013 - September 2013
Digital Federal Credit Union June 2012 - January 2013
Raymond James & Associates, Inc June 2011 - August 2011
Northborough Department of Public Works May 2011 - August 2011
Northborough Recreation Department June 2005 - August 2011
Skills
Member Relations, Exceptional Listener, Customer Service, Leadership, Analysis, Communitcation, Microsoft Office, Finance, Works Well in Groups, Teamwork, Sales, Referrals, Cross Selling, Always On Time, Cultural Awareness
Education
The University of Connecticut 2008 — 2012
Bachelor of Science, Business Administration; Finance
Kathy Conway's Raymond James & Associates, Inc Experience 1999 - April 2012
Job Realtor at Town and Country Real Estate
Industry Real Estate
Experience
Town and Country Real Estate 2012 - Present
Raymond James & Associates, Inc 1999 - April 2012
Prudential Financial 1996 - 1999
Chase 1993 - 1996
Cowen and Company June 1987 - September 1993
Kidder Peabody 1982 - 1986
Skills
Series 7, Series 63, Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Markets, Investments, Bloomberg, Securities, High Yield, Real Estate
Education
The University of Georgia 1975 — 1979
BS, Math/Science Education
St. Pius X High School 1971 — 1975
Town and Country Real Estate 2012 - Present
Raymond James & Associates, Inc 1999 - April 2012
Prudential Financial 1996 - 1999
Chase 1993 - 1996
Cowen and Company June 1987 - September 1993
Kidder Peabody 1982 - 1986
Skills
Series 7, Series 63, Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Markets, Investments, Bloomberg, Securities, High Yield, Real Estate
Education
The University of Georgia 1975 — 1979
BS, Math/Science Education
St. Pius X High School 1971 — 1975
Tina Cardoso, CSPO Tina Cardoso, CSPO's Raymond James & Associates, Inc Experience June 2007 - February 2011
Job Associate Director, Center of Excellence @ Bisk Education
Industry E-Learning
Experience
Bisk Education July 2015 - Present
Bisk Education October 2013 - July 2015
WellCare July 2012 - October 2013
Bisk Education February 2011 - July 2012
Raymond James & Associates, Inc June 2007 - February 2011
Outback Steakhouse January 2007 - June 2007
AAA Auto Club South June 2005 - January 2007
Lord & Lasker May 2003 - December 2003
AAA Auto Club South November 2002 - May 2003
Lord & Lasker September 2000 - November 2002
Skills
Marketing, Brand Development, Brand Management, Strategic Planning, Strategy, Online Marketing, Customer Experience, Project Management, Online Advertising, Marketing Management, Creative Strategy, Digital Marketing, Program Management, Social Media Marketing, Product Management, Lead Generation, Photography, Customer Retention, Direct Marketing, Social Media, Email Marketing, Google Analytics, Advertising, Marketing Communications, E-commerce, Website Development, Content Management, Analytics, Product Marketing, Adobe Creative Suite, Web Design, Coaching, B2B, Social Networking, SEO, Copywriting, Digital Media, Web Marketing, Digital Strategy, Corporate Branding, Leadership, Strategic Communications, Mobile Marketing, Team Leadership, Interactive Marketing, Direct Mail, Customer Acquisition, Management, Creative Direction, Marketing Strategy
Education
University of Florida 2014 — 2014
Tactical Leadership Certificate
Villanova University 2012 — 2012
Six Sigma Green Belt - Certificate
Villanova University 2011 — 2011
Essentials of Project Management - Certificate, Project Management
University of San Francisco 2011 — 2011
Master Certificate in Internet Marketing, Internet Marketing
University of South Florida 2004 — 2005
Additional Study - Fine Art, Photography
University of South Florida 1996 — 2000
B.A. in Mass Communications, Advertising
Bisk Education July 2015 - Present
Bisk Education October 2013 - July 2015
WellCare July 2012 - October 2013
Bisk Education February 2011 - July 2012
Raymond James & Associates, Inc June 2007 - February 2011
Outback Steakhouse January 2007 - June 2007
AAA Auto Club South June 2005 - January 2007
Lord & Lasker May 2003 - December 2003
AAA Auto Club South November 2002 - May 2003
Lord & Lasker September 2000 - November 2002
Skills
Marketing, Brand Development, Brand Management, Strategic Planning, Strategy, Online Marketing, Customer Experience, Project Management, Online Advertising, Marketing Management, Creative Strategy, Digital Marketing, Program Management, Social Media Marketing, Product Management, Lead Generation, Photography, Customer Retention, Direct Marketing, Social Media, Email Marketing, Google Analytics, Advertising, Marketing Communications, E-commerce, Website Development, Content Management, Analytics, Product Marketing, Adobe Creative Suite, Web Design, Coaching, B2B, Social Networking, SEO, Copywriting, Digital Media, Web Marketing, Digital Strategy, Corporate Branding, Leadership, Strategic Communications, Mobile Marketing, Team Leadership, Interactive Marketing, Direct Mail, Customer Acquisition, Management, Creative Direction, Marketing Strategy
Education
University of Florida 2014 — 2014
Tactical Leadership Certificate
Villanova University 2012 — 2012
Six Sigma Green Belt - Certificate
Villanova University 2011 — 2011
Essentials of Project Management - Certificate, Project Management
University of San Francisco 2011 — 2011
Master Certificate in Internet Marketing, Internet Marketing
University of South Florida 2004 — 2005
Additional Study - Fine Art, Photography
University of South Florida 1996 — 2000
B.A. in Mass Communications, Advertising
Ryan Memoli Ryan Memoli's Raymond James & Associates, Inc Experience January 2011 - March 2012
Job Corporate Credit Analyst at Raymond James Bank
Industry Financial Services
Experience
Raymond James Bank March 2012 - Present
Raymond James & Associates, Inc January 2011 - March 2012
Crosstree Capital Partners, Inc. July 2010 - December 2010
SPARK LABS January 2010 - July 2010
Skills
Financial Analysis, Market Research, Business Development, Financial Modeling, Valuation, Investments, Corporate Finance, Bloomberg, Due Diligence
Education
University of South Florida 2009 — 2010
Masters, Entrepreneurship
University of Florida 2007 — 2009
Bachelors, Finance
Raymond James Bank March 2012 - Present
Raymond James & Associates, Inc January 2011 - March 2012
Crosstree Capital Partners, Inc. July 2010 - December 2010
SPARK LABS January 2010 - July 2010
Skills
Financial Analysis, Market Research, Business Development, Financial Modeling, Valuation, Investments, Corporate Finance, Bloomberg, Due Diligence
Education
University of South Florida 2009 — 2010
Masters, Entrepreneurship
University of Florida 2007 — 2009
Bachelors, Finance
Sterling Forrest's Raymond James & Associates, Inc Experience November 2007 - December 2009
Job Account Executive at HillRom
Industry Medical Devices
Experience
Hill-Rom July 2015 - Present
Global Medical Imaging May 2013 - Present
Baycare Home Care January 2009 - June 2013
Raymond James & Associates, Inc November 2007 - December 2009
Skills
Healthcare, Strategic Planning, Business Development, Sales, Budgets, Customer Service, Management, Home Care, Physicians, Hospitals, Healthcare Management, Medicare, Finance, Capital Equipment, Sales Operations, Medical Devices, Leadership, Team Building
Education
University of Florida 1998 — 2001
B.S., Economics
The Bolles School 1993 — 1996
Hill-Rom July 2015 - Present
Global Medical Imaging May 2013 - Present
Baycare Home Care January 2009 - June 2013
Raymond James & Associates, Inc November 2007 - December 2009
Skills
Healthcare, Strategic Planning, Business Development, Sales, Budgets, Customer Service, Management, Home Care, Physicians, Hospitals, Healthcare Management, Medicare, Finance, Capital Equipment, Sales Operations, Medical Devices, Leadership, Team Building
Education
University of Florida 1998 — 2001
B.S., Economics
The Bolles School 1993 — 1996
Maggie O'Hearn, CFP® Maggie O'Hearn, CFP®'s Raymond James & Associates, Inc Experience August 2011 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc August 2011 - Present
The Meher Schools July 1992 - June 2011
Skills
Wealth Management, Financial Advisory, Retirement Planning, Investments, Securities, Estate Planning, Portfolio Management, Investment Advisory, Strategic Financial..., College Savings Plans, Asset Allocation, Investment Strategies, Asset Management, Retirement, Insurance, Finance, Mutual Funds, 401k Rollovers, Investment Management, Life Insurance, Personal Financial..., 401k, Financial Planners, Financial Services, Wealth, Wealth Management..., Equities, Bonds, Financial Markets, IRAs, Fixed Income, Variable Annuities, Small Business, Personal Finance, Pensions, Wealth Accumulation, High Net Worth..., Risk Management, Long-term Care, Long Term Care Insurance, Financial Planning, 401k Consulting
Education
University of California, San Diego 1986 — 1990
B.A., Political Science
Raymond James & Associates, Inc August 2011 - Present
The Meher Schools July 1992 - June 2011
Skills
Wealth Management, Financial Advisory, Retirement Planning, Investments, Securities, Estate Planning, Portfolio Management, Investment Advisory, Strategic Financial..., College Savings Plans, Asset Allocation, Investment Strategies, Asset Management, Retirement, Insurance, Finance, Mutual Funds, 401k Rollovers, Investment Management, Life Insurance, Personal Financial..., 401k, Financial Planners, Financial Services, Wealth, Wealth Management..., Equities, Bonds, Financial Markets, IRAs, Fixed Income, Variable Annuities, Small Business, Personal Finance, Pensions, Wealth Accumulation, High Net Worth..., Risk Management, Long-term Care, Long Term Care Insurance, Financial Planning, 401k Consulting
Education
University of California, San Diego 1986 — 1990
B.A., Political Science
Fran Brolley Fran Brolley's Raymond James & Associates, Inc Experience May 2009 - Present
Job Financial Advisor at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc May 2009 - Present
Wells Fargo Advisors October 2002 - May 2009
Merrill Lynch May 2000 - October 2002
Skills
Retirement Income..., Portfolio Management, Investment Advisory, Investment Strategies, ETFs, Insurance Planning
Education
Widener University 1997 — 1999
MBA, Business
Temple University 1983 — 1987
BS, Electrical Engineering Technology
Raymond James & Associates, Inc May 2009 - Present
Wells Fargo Advisors October 2002 - May 2009
Merrill Lynch May 2000 - October 2002
Skills
Retirement Income..., Portfolio Management, Investment Advisory, Investment Strategies, ETFs, Insurance Planning
Education
Widener University 1997 — 1999
MBA, Business
Temple University 1983 — 1987
BS, Electrical Engineering Technology
William (Bill) Biegel William (Bill) Biegel's Raymond James & Associates, Inc Experience April 1997 - Present
Job FINANCIAL ADVISOR at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc April 1997 - Present
Raymond James April 1997 - Present
Skills
Investments, Finance, Securities, Financial Advisory, Tax, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Investment Advisory, Series 63
Education
The University of Texas at Austin 1970 — 1974
BBA-Accounting
Raymond James & Associates, Inc April 1997 - Present
Raymond James April 1997 - Present
Skills
Investments, Finance, Securities, Financial Advisory, Tax, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Investment Advisory, Series 63
Education
The University of Texas at Austin 1970 — 1974
BBA-Accounting
Brett Plew Brett Plew's Raymond James & Associates, Inc Experience June 2009 - November 2011
Job Director of New Business
Industry Marketing and Advertising
Experience
Newhall Klein April 2015 - July 2015
EPI Marketing Services March 2012 - April 2015
Raymond James & Associates, Inc June 2009 - November 2011
A.G. Edwards November 2000 - May 2009
RR Donnelley May 1998 - August 2000
UL January 1996 - May 1998
Skills
Project Management, Marketing Strategy, Financial Analysis, Due Diligence, Strategic Planning, Business Development, Sales, Team Building, Leadership, Strategy, Corporate Branding, Technical Support, Website Development
Education
University of Colorado at Boulder 1990 — 1995
Bachelor of Engineering (BEng), Civil Engineering
Portage Northern High School 1986 — 1990
Newhall Klein April 2015 - July 2015
EPI Marketing Services March 2012 - April 2015
Raymond James & Associates, Inc June 2009 - November 2011
A.G. Edwards November 2000 - May 2009
RR Donnelley May 1998 - August 2000
UL January 1996 - May 1998
Skills
Project Management, Marketing Strategy, Financial Analysis, Due Diligence, Strategic Planning, Business Development, Sales, Team Building, Leadership, Strategy, Corporate Branding, Technical Support, Website Development
Education
University of Colorado at Boulder 1990 — 1995
Bachelor of Engineering (BEng), Civil Engineering
Portage Northern High School 1986 — 1990
Brian Liberty Brian Liberty's Raymond James & Associates, Inc Experience 1988 - Present
Job Vice President Investments
Industry Financial Services
Experience
Raymond James & Associates, Inc 1988 - Present
Piper Jaffray December 1995 - May 2005
RBC Wealth Management August 1989 - December 1995
Skills
Finance, Financial Advisory, Customer Service, Securities, Leadership, Portfolio Management, Management, Financial Analysis, Risk Management, Wealth, Series 7, Public Speaking, Commercial Banking, Strategic Financial...
Education
University of Minnesota-Twin Cities 1978 — 1984
Bachelor of Arts, Computer Science & Minor in Mathamatics
Raymond James & Associates, Inc 1988 - Present
Piper Jaffray December 1995 - May 2005
RBC Wealth Management August 1989 - December 1995
Skills
Finance, Financial Advisory, Customer Service, Securities, Leadership, Portfolio Management, Management, Financial Analysis, Risk Management, Wealth, Series 7, Public Speaking, Commercial Banking, Strategic Financial...
Education
University of Minnesota-Twin Cities 1978 — 1984
Bachelor of Arts, Computer Science & Minor in Mathamatics
Brent Linsky Brent Linsky's Raymond James & Associates, Inc Experience September 2008 - January 2009
Job Operating Partner
Industry Health, Wellness and Fitness
Experience
Scenic Investments Turlock Fitness, LLC - Scenic Investments Salinas Fitness, LLC October 2013 - Present
Chicago Life Science Consortium November 2011 - Present
Frugality, LLC May 2013 - April 2014
Planet Fitness November 2012 - October 2013
Planet Fitness August 2012 - November 2012
Great Point Capital April 2012 - July 2012
RJMetrics May 2010 - July 2010
Raymond James & Associates, Inc September 2008 - January 2009
Skills
Leadership, Lifesciences, Management, Business Valuation, Entrepreneurship, Time Management, Strategy, Nonprofits, Sales
Education
University of Michigan 2006 — 2011
Actuarial Mathematics and Mathematics of Finance and Risk Management, Mathematics
Highland Park High School 2002 — 2006
Scenic Investments Turlock Fitness, LLC - Scenic Investments Salinas Fitness, LLC October 2013 - Present
Chicago Life Science Consortium November 2011 - Present
Frugality, LLC May 2013 - April 2014
Planet Fitness November 2012 - October 2013
Planet Fitness August 2012 - November 2012
Great Point Capital April 2012 - July 2012
RJMetrics May 2010 - July 2010
Raymond James & Associates, Inc September 2008 - January 2009
Skills
Leadership, Lifesciences, Management, Business Valuation, Entrepreneurship, Time Management, Strategy, Nonprofits, Sales
Education
University of Michigan 2006 — 2011
Actuarial Mathematics and Mathematics of Finance and Risk Management, Mathematics
Highland Park High School 2002 — 2006
Anthony Casciano Anthony Casciano's Raymond James & Associates, Inc Experience June 2011 - August 2011
Job Performance Improvement Consultant at EY
Industry Management Consulting
Experience
EY September 2013 - Present
EY June 2012 - August 2012
Marquette Associates September 2011 - May 2012
Raymond James & Associates, Inc June 2011 - August 2011
Skills
Financial Analysis, Data Analysis, Research, Equities, Investments, Microsoft Excel, PowerPoint, Bloomberg Terminal, Financial Accounting, Financial Modeling, Microsoft Office, Valuation, Analysis, Access, Wealth Management, Corporate Finance
Education
DePaul University 2009 — 2013
Accounting and Finance
University of Minnesota - Carlson School of Management 2010 — 2011
Accounting, Finance, Spanish
EY September 2013 - Present
EY June 2012 - August 2012
Marquette Associates September 2011 - May 2012
Raymond James & Associates, Inc June 2011 - August 2011
Skills
Financial Analysis, Data Analysis, Research, Equities, Investments, Microsoft Excel, PowerPoint, Bloomberg Terminal, Financial Accounting, Financial Modeling, Microsoft Office, Valuation, Analysis, Access, Wealth Management, Corporate Finance
Education
DePaul University 2009 — 2013
Accounting and Finance
University of Minnesota - Carlson School of Management 2010 — 2011
Accounting, Finance, Spanish
Drew Hendry Drew Hendry's Raymond James & Associates, Inc Experience June 2010 - August 2010
Job Senior Financial Specialist at Costa Farms
Industry Farming
Experience
Costa Farms March 2013 - Present
Burger King Corporation January 2013 - April 2013
Burger King Corporation July 2011 - December 2012
Hough Graduate School of Business, University of Florida August 2009 - May 2011
Raymond James & Associates, Inc June 2010 - August 2010
Raymond James Financial September 2005 - August 2009
Skills
Financial Modeling, Financial Analysis, Investments, Analysis, Data Analysis, Project Management, Valuation, Microsoft Excel, Finance, Bloomberg, Microsoft Office, Asset Managment, Strategic Financial..., Corporate Finance, Portfolio Management, Business Development, Capital Markets, Real Estate, Financial Statement..., Equities
Education
University of Florida - Hough Graduate School of Business 2009 — 2011
MBA, Finance
University of Florida - Warrington College of Business Administration 2001 — 2005
Bachelor of Arts, Business Administration
Costa Farms March 2013 - Present
Burger King Corporation January 2013 - April 2013
Burger King Corporation July 2011 - December 2012
Hough Graduate School of Business, University of Florida August 2009 - May 2011
Raymond James & Associates, Inc June 2010 - August 2010
Raymond James Financial September 2005 - August 2009
Skills
Financial Modeling, Financial Analysis, Investments, Analysis, Data Analysis, Project Management, Valuation, Microsoft Excel, Finance, Bloomberg, Microsoft Office, Asset Managment, Strategic Financial..., Corporate Finance, Portfolio Management, Business Development, Capital Markets, Real Estate, Financial Statement..., Equities
Education
University of Florida - Hough Graduate School of Business 2009 — 2011
MBA, Finance
University of Florida - Warrington College of Business Administration 2001 — 2005
Bachelor of Arts, Business Administration
Haley Bill Haley Bill's Raymond James & Associates, Inc Experience 1997 - Present
Job First Vice President,Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc 1997 - Present
Education
Texas State University-San Marcos 1969 — 1973
BBA, Finance
Raymond James & Associates, Inc 1997 - Present
Education
Texas State University-San Marcos 1969 — 1973
BBA, Finance
Wyatt Brooks, CFA Wyatt Brooks, CFA's Raymond James & Associates, Inc Experience July 2011 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc July 2011 - Present
Merrill Lynch April 1998 - July 2011
Skills
Investments, Securities, Finance, Financial Advisory, Retirement Planning, Strategic Financial..., Banking, Series 7, Insurance, Risk Management, Asset Allocation, Tax
Education
University of North Florida 1995 — 1996
BS, Accounting
Tallahassee Community 1993 — 1994
AA
Raymond James & Associates, Inc July 2011 - Present
Merrill Lynch April 1998 - July 2011
Skills
Investments, Securities, Finance, Financial Advisory, Retirement Planning, Strategic Financial..., Banking, Series 7, Insurance, Risk Management, Asset Allocation, Tax
Education
University of North Florida 1995 — 1996
BS, Accounting
Tallahassee Community 1993 — 1994
AA
Carolyn Hash's Raymond James & Associates, Inc Experience January 2011 - Present
Job First Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc January 2011 - Present
UBS 1998 - 2011
Skills
Retirement Planning, Certified Financial..., Investment Advisory, Investments, Securities, Financial Advisory, Investment Management, Estate Planning, Mutual Funds, Mortgage Lending, Strategic Financial..., Finance, Wealth Management, Portfolio Management, Financial Planners, Personal Finance, Stocks, Asset Allocation, Investment Strategies, Series 7, Retirement, Credit
Education
The Citadel 1982 — 1985
MBA, Business
University of South Carolina-Columbia 1972 — 1976
BS, Business Administration
Raymond James & Associates, Inc January 2011 - Present
UBS 1998 - 2011
Skills
Retirement Planning, Certified Financial..., Investment Advisory, Investments, Securities, Financial Advisory, Investment Management, Estate Planning, Mutual Funds, Mortgage Lending, Strategic Financial..., Finance, Wealth Management, Portfolio Management, Financial Planners, Personal Finance, Stocks, Asset Allocation, Investment Strategies, Series 7, Retirement, Credit
Education
The Citadel 1982 — 1985
MBA, Business
University of South Carolina-Columbia 1972 — 1976
BS, Business Administration
Ian Perez Ian Perez's Raymond James & Associates, Inc Experience 2006 - 2008
Job Tax Manager at Follett
Industry Accounting
Experience
Follett Corporation 2015 - Present
PricewaterhouseCoopers LLP 2013 - 2014
Grant Thornton LLP 2011 - 2013
Raymond James & Associates, Inc 2006 - 2008
Skills
State Tax, Tax Research, Financial Modeling, Technical Writing, Accounting, Tax, Finance, Corporate Tax, Financial Analysis, CPA, Financial Reporting, Tax Accounting, Income Tax, Auditing
Education
University of Florida 2009 — 2010
M.S., Accounting
University of Florida 2005 — 2006
M.S., Finance
University of Central Florida 2002 — 2005
B.S., Finance
Follett Corporation 2015 - Present
PricewaterhouseCoopers LLP 2013 - 2014
Grant Thornton LLP 2011 - 2013
Raymond James & Associates, Inc 2006 - 2008
Skills
State Tax, Tax Research, Financial Modeling, Technical Writing, Accounting, Tax, Finance, Corporate Tax, Financial Analysis, CPA, Financial Reporting, Tax Accounting, Income Tax, Auditing
Education
University of Florida 2009 — 2010
M.S., Accounting
University of Florida 2005 — 2006
M.S., Finance
University of Central Florida 2002 — 2005
B.S., Finance
Deborah Whitehurst's Raymond James & Associates, Inc Experience 2008 - February 2009
Job Tandem Senior Programming Consultant at Broadridge Financial Solutions
Industry Computer Software
Experience
Freelance Website Developer June 2013 - Present
Broadridge Financial Solutions August 2012 - Present
Self Employed September 2010 - December 2010
Raymond James & Associates, Inc 2008 - February 2009
Symmetrex Corp. 2007 - 2008
Whitehurst Consulting February 2005 - 2007
Sprint 1995 - 2002
Skills
COBOL, SQL, Unix, HTML, C, XML, Visual Basic, Adobe Illustrator, Adobe Photoshop, Adobe InDesign, Adobe Dreamweaver, Microsoft SQL Server, DB2, SDLC, Data Warehousing, Apache, PL/SQL, Programming, Web Services, Illustrator, JavaScript, UML, z/OS, Data Modeling, TSO, SOA, .NET, InDesign, TACL, HP NonStop, Oracle, Photoshop, Agile Methodologies, Software Development, Databases, Windows, Weblogic, Visio, Eclipse, Java, ISO8583, Mainframe, Perl, Windows NT, WebSphere MQ, Requirements Analysis, Software Project..., Database Design, Systems Analysis, Requirements Gathering
Education
University of Alabama 1979 — 1984
Bachelor of Applied Science (B.A.Sc.), Computer Engineering
Freelance Website Developer June 2013 - Present
Broadridge Financial Solutions August 2012 - Present
Self Employed September 2010 - December 2010
Raymond James & Associates, Inc 2008 - February 2009
Symmetrex Corp. 2007 - 2008
Whitehurst Consulting February 2005 - 2007
Sprint 1995 - 2002
Skills
COBOL, SQL, Unix, HTML, C, XML, Visual Basic, Adobe Illustrator, Adobe Photoshop, Adobe InDesign, Adobe Dreamweaver, Microsoft SQL Server, DB2, SDLC, Data Warehousing, Apache, PL/SQL, Programming, Web Services, Illustrator, JavaScript, UML, z/OS, Data Modeling, TSO, SOA, .NET, InDesign, TACL, HP NonStop, Oracle, Photoshop, Agile Methodologies, Software Development, Databases, Windows, Weblogic, Visio, Eclipse, Java, ISO8583, Mainframe, Perl, Windows NT, WebSphere MQ, Requirements Analysis, Software Project..., Database Design, Systems Analysis, Requirements Gathering
Education
University of Alabama 1979 — 1984
Bachelor of Applied Science (B.A.Sc.), Computer Engineering
Franz Bollmann Franz Bollmann's Raymond James & Associates, Inc Experience June 2012 - February 2013
Job Trader at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2013 - Present
Raymond James & Associates, Inc June 2012 - February 2013
Raymond James Financial Inc. June 2011 - May 2012
Merrill Lynch September 2010 - December 2010
Beijing Huazhuang MasLink Consulting Company June 2010 - July 2010
Price Waterhouse Coopers June 2009 - August 2009
Education
University of Arkansas 2007 — 2011
B.S.B.A., Financial Management/Investment
Raymond James Financial Inc. March 2013 - Present
Raymond James & Associates, Inc June 2012 - February 2013
Raymond James Financial Inc. June 2011 - May 2012
Merrill Lynch September 2010 - December 2010
Beijing Huazhuang MasLink Consulting Company June 2010 - July 2010
Price Waterhouse Coopers June 2009 - August 2009
Education
University of Arkansas 2007 — 2011
B.S.B.A., Financial Management/Investment
Craig Voss Craig Voss's Raymond James & Associates, Inc Experience 1998 - January 2010
Job River Oaks Investment Services an Independent Firm
Industry Investment Management
Experience
River Oaks Investments January 2010 - Present
Raymond James & Associates, Inc 1998 - January 2010
Various Brokerage Firms June 1986 - 1998
Texas Commerce Bank February 1982 - June 1986
The United States Air Force May 1973 - December 1979
Skills
Investments, Loans, Financial Analysis, Strategic Financial..., Valuation, Small Business, Capital Markets, Training, Commercial Lending, Equities, Mergers & Acquisitions, Risk Management, Private Equity, Credit Analysis, Investment Banking, Bonds, Corporate Finance, Estate Planning, Due Diligence, Financial Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1980 — 1981
Master of Business Administration, Finance
University of Kentucky 1969 — 1973
Bachlor of Arts, Economics
Charlotte Country Day School 1965 — 1969
River Oaks Investments January 2010 - Present
Raymond James & Associates, Inc 1998 - January 2010
Various Brokerage Firms June 1986 - 1998
Texas Commerce Bank February 1982 - June 1986
The United States Air Force May 1973 - December 1979
Skills
Investments, Loans, Financial Analysis, Strategic Financial..., Valuation, Small Business, Capital Markets, Training, Commercial Lending, Equities, Mergers & Acquisitions, Risk Management, Private Equity, Credit Analysis, Investment Banking, Bonds, Corporate Finance, Estate Planning, Due Diligence, Financial Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1980 — 1981
Master of Business Administration, Finance
University of Kentucky 1969 — 1973
Bachlor of Arts, Economics
Charlotte Country Day School 1965 — 1969
Barry Feller's Raymond James & Associates, Inc Experience December 2010 - Present
Job Operations Consultant at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc December 2010 - Present
Raymond James and Associates, Inc. April 2006 - March 2011
Raymond James Financial January 2005 - April 2006
Raymond James April 1999 - January 2005
Skills
Operations Management, Process Improvement, Strategic Planning, Product Management, Analysis, Securities, Risk Management, Process Engineering, Business Analysis, Change Management, Management, Program Management, Business Process..., Business Development, Financial Services, Project Management
Education
University of Florida - Warrington College of Business Administration 1992 — 1995
Bachelor of Science, Marketing; Minor - Economics; Minor - Spatial Geography
Raymond James & Associates, Inc December 2010 - Present
Raymond James and Associates, Inc. April 2006 - March 2011
Raymond James Financial January 2005 - April 2006
Raymond James April 1999 - January 2005
Skills
Operations Management, Process Improvement, Strategic Planning, Product Management, Analysis, Securities, Risk Management, Process Engineering, Business Analysis, Change Management, Management, Program Management, Business Process..., Business Development, Financial Services, Project Management
Education
University of Florida - Warrington College of Business Administration 1992 — 1995
Bachelor of Science, Marketing; Minor - Economics; Minor - Spatial Geography
Michelle Chastain, MBA, CWS® Michelle Chastain, MBA, CWS®'s Raymond James & Associates, Inc Experience 2003 - 2005
Job Vice President, Wealth Advisor at Regions Financial Corporation
Industry Banking
Experience
Regions Bank September 2015 - Present
Regions Financial Corporation July 2012 - Present
Regions Financial Corporation February 2011 - July 2012
Regions Financial Corporation December 2005 - February 2011
Raymond James & Associates, Inc 2003 - 2005
Skills
Private Banking, Wealth Management, Credit, Series 7, relationship..., Risk Management, Finance, Estate Planning, Portfolio Management, Wealth Management..., Loans, Financial Advisory, Wealth, CRM, Investment Management, Commercial Banking, Commercial Lending, Financial Services, Small Business Lending, Consumer Lending, Credit Analysis, Lines Of Credit, Mortgage Lending, Loan Origination, Retirement Planning, Banking, Strategic Financial..., Financial Planning
Education
The University of Tennessee at Chattanooga 2001 — 2004
MBA, Business
The University of Tennessee at Chattanooga 1996 — 2000
Bachelor of Science (B.S.), Psychology, cum laude
Regions Bank September 2015 - Present
Regions Financial Corporation July 2012 - Present
Regions Financial Corporation February 2011 - July 2012
Regions Financial Corporation December 2005 - February 2011
Raymond James & Associates, Inc 2003 - 2005
Skills
Private Banking, Wealth Management, Credit, Series 7, relationship..., Risk Management, Finance, Estate Planning, Portfolio Management, Wealth Management..., Loans, Financial Advisory, Wealth, CRM, Investment Management, Commercial Banking, Commercial Lending, Financial Services, Small Business Lending, Consumer Lending, Credit Analysis, Lines Of Credit, Mortgage Lending, Loan Origination, Retirement Planning, Banking, Strategic Financial..., Financial Planning
Education
The University of Tennessee at Chattanooga 2001 — 2004
MBA, Business
The University of Tennessee at Chattanooga 1996 — 2000
Bachelor of Science (B.S.), Psychology, cum laude
Harrison Hellner's Raymond James & Associates, Inc Experience July 2014 - Present
Job Associate at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc July 2014 - Present
Raymond James & Associates, Inc July 2013 - Present
Raymond James & Associates, Inc July 2011 - June 2013
Headwaters MB September 2010 - May 2011
University of Denver January 2008 - March 2011
Headwaters MB June 2010 - September 2010
Alpine Access 2008 - 2009
Skills
Financial Modeling, Finance, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence, Private Equity, Investments, Investment Banking, Valuation, Bloomberg, Capital IQ
Education
University of Denver - Daniels College of Business
Raymond James & Associates, Inc July 2014 - Present
Raymond James & Associates, Inc July 2013 - Present
Raymond James & Associates, Inc July 2011 - June 2013
Headwaters MB September 2010 - May 2011
University of Denver January 2008 - March 2011
Headwaters MB June 2010 - September 2010
Alpine Access 2008 - 2009
Skills
Financial Modeling, Finance, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence, Private Equity, Investments, Investment Banking, Valuation, Bloomberg, Capital IQ
Education
University of Denver - Daniels College of Business
Patrick Vawter-Beaird Patrick Vawter-Beaird's Raymond James & Associates, Inc Experience August 2011 - Present
Job Accountant at Raymond James Financial
Industry Financial Services
Experience
Raymond James & Associates, Inc August 2011 - Present
Vail Resorts November 2010 - February 2011
Skills
Organizational..., Business Communications, Teamwork
Education
University of Colorado at Denver 2008 — 2011
BS Business Administration, Financial Management
University of Colorado at Denver 2008 — 2011
BA Political Science, Political Science
Summit High School 2003 — 2007
High School Diploma
Raymond James & Associates, Inc August 2011 - Present
Vail Resorts November 2010 - February 2011
Skills
Organizational..., Business Communications, Teamwork
Education
University of Colorado at Denver 2008 — 2011
BS Business Administration, Financial Management
University of Colorado at Denver 2008 — 2011
BA Political Science, Political Science
Summit High School 2003 — 2007
High School Diploma
Deborah Brock-Hilleary Deborah Brock-Hilleary's Raymond James & Associates, Inc Experience 1988 - 1996
Job CPA at Deborah Hilleary CPA
Industry Accounting
Experience
Deborah Hilleary CPA June 2011 - Present
John Ralph & Associates PA June 2011 - Present
Metropolitan Charities, Inc. June 2007 - January 2010
Anona UMC 2002 - 2008
Utility Partners 1997 - 2000
Jabil Circuit, Inc. May 1996 - May 1997
Raymond James & Associates, Inc 1988 - 1996
Skills
Financial Reporting, Accounting, QuickBooks, Corporate Tax, Tax Preparation, Tax, General Ledger, Income Tax, GAAP, Tax Returns, Financial Accounting, Account Reconciliation, Financial Statements, Sales Tax, Fixed Assets, Payroll, CPA, Auditing, Bookkeeping
Education
University of South Florida 2005 — 2009
B.A., Accounting
University of Maryland College Park 1983 — 1987
B.S., Finance
Deborah Hilleary CPA June 2011 - Present
John Ralph & Associates PA June 2011 - Present
Metropolitan Charities, Inc. June 2007 - January 2010
Anona UMC 2002 - 2008
Utility Partners 1997 - 2000
Jabil Circuit, Inc. May 1996 - May 1997
Raymond James & Associates, Inc 1988 - 1996
Skills
Financial Reporting, Accounting, QuickBooks, Corporate Tax, Tax Preparation, Tax, General Ledger, Income Tax, GAAP, Tax Returns, Financial Accounting, Account Reconciliation, Financial Statements, Sales Tax, Fixed Assets, Payroll, CPA, Auditing, Bookkeeping
Education
University of South Florida 2005 — 2009
B.A., Accounting
University of Maryland College Park 1983 — 1987
B.S., Finance
Curtis Thom Curtis Thom's Raymond James & Associates, Inc Experience 1996 - 1996
Job Managing Director of Institutional Equities at Roth Capital Partners
Industry Investment Banking
Experience
Roth Capital Partners September 2014 - Present
Roth Capital Partners September 2011 - Present
Gleacher & company November 2007 - August 2011
WR Hambrecht + Co June 2005 - November 2007
Sanders Morris Harris August 2003 - June 2005
Adams Harkness July 1999 - June 2003
EVEREN August 1997 - June 1999
Raymond James & Associates, Inc 1996 - 1996
Pitney Bowes July 1993 - December 1995
PwC September 1991 - July 1993
Skills
Equities, Alternative Investments, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Derivatives, Due Diligence, Emerging Markets, Equity Research, Equity Sales, Equity Trading, Equity Valuation, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Institutional, Institutional Sales, Investment Advisory, Investment Management, Investor Relations, Mergers, Portfolio Management, Securities, Series 63, Valuation, Venture Capital
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Economics
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Accounting
University of Illinois at Urbana-Champaign 1987 — 1991
business
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (BS), accounting
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
Bachelor of Science (BS), Accounting
Roth Capital Partners September 2014 - Present
Roth Capital Partners September 2011 - Present
Gleacher & company November 2007 - August 2011
WR Hambrecht + Co June 2005 - November 2007
Sanders Morris Harris August 2003 - June 2005
Adams Harkness July 1999 - June 2003
EVEREN August 1997 - June 1999
Raymond James & Associates, Inc 1996 - 1996
Pitney Bowes July 1993 - December 1995
PwC September 1991 - July 1993
Skills
Equities, Alternative Investments, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Derivatives, Due Diligence, Emerging Markets, Equity Research, Equity Sales, Equity Trading, Equity Valuation, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Institutional, Institutional Sales, Investment Advisory, Investment Management, Investor Relations, Mergers, Portfolio Management, Securities, Series 63, Valuation, Venture Capital
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Economics
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Accounting
University of Illinois at Urbana-Champaign 1987 — 1991
business
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (BS), accounting
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
Bachelor of Science (BS), Accounting
Brian Whitling Brian Whitling's Raymond James & Associates, Inc Experience January 2006 - February 2011
Job Senior Registered Client Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. February 2011 - Present
Raymond James & Associates, Inc January 2006 - February 2011
Education
University of Cincinnati College of Business
Finance
St. Marys Memorial High School 1999 — 2003
UBS Financial Services, Inc. February 2011 - Present
Raymond James & Associates, Inc January 2006 - February 2011
Education
University of Cincinnati College of Business
Finance
St. Marys Memorial High School 1999 — 2003
Joshua Shulman, MBA, CFP®, ADPA®'s Raymond James & Associates, Inc Experience August 1998 - March 2000
Job Vice President Investments, Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2005 - Present
Banc of America Investments Services July 2000 - June 2005
Raymond James & Associates, Inc August 1998 - March 2000
Skills
Leadership, Investments, Management, Finance, Project Planning, Retirement Planning, Wealth Management, Strategic Planning, Public Speaking, Strategic Financial..., Portfolio Management, Estate Planning, Loans, Program Management, Mortgage Lending, Financial Analysis, Retirement, Investment Management, Banking, Due Diligence, Insurance, Small Business Lending, 401k, Analysis, Domestic Partner..., Retirement Planning for..., Investment Planning for..., Wealth Transfer..., Estate & Investment..., Alternative Planning...
Education
University of Florida - Warrington College of Business Administration 2004 — 2006
MBA, Business
University of Pittsburgh 1994 — 1998
BA, International Business and Political Science
Wells Fargo Advisors, LLC June 2005 - Present
Banc of America Investments Services July 2000 - June 2005
Raymond James & Associates, Inc August 1998 - March 2000
Skills
Leadership, Investments, Management, Finance, Project Planning, Retirement Planning, Wealth Management, Strategic Planning, Public Speaking, Strategic Financial..., Portfolio Management, Estate Planning, Loans, Program Management, Mortgage Lending, Financial Analysis, Retirement, Investment Management, Banking, Due Diligence, Insurance, Small Business Lending, 401k, Analysis, Domestic Partner..., Retirement Planning for..., Investment Planning for..., Wealth Transfer..., Estate & Investment..., Alternative Planning...
Education
University of Florida - Warrington College of Business Administration 2004 — 2006
MBA, Business
University of Pittsburgh 1994 — 1998
BA, International Business and Political Science
Jon P LaFramboise, CLU® Jon P LaFramboise, CLU®'s Raymond James & Associates, Inc Experience 2005 - 2007
Job Investment Advisor Representative, Centric Financial Group, LLC
Industry Financial Services
Experience
Centric Financial Group, LLC April 2011 - Present
Nationwide Financial January 2008 - February 2011
Nationwide Financial April 2007 - January 2008
Raymond James & Associates, Inc 2005 - 2007
Independent Life Insurance Agent 2004 - 2005
Country Wide Builders 2003 - 2004
Education
The Ohio State University - The Max M. Fisher College of Business 2000 — 2003
Bachelor of Science of Business Administration, Finance
Watterson
Centric Financial Group, LLC April 2011 - Present
Nationwide Financial January 2008 - February 2011
Nationwide Financial April 2007 - January 2008
Raymond James & Associates, Inc 2005 - 2007
Independent Life Insurance Agent 2004 - 2005
Country Wide Builders 2003 - 2004
Education
The Ohio State University - The Max M. Fisher College of Business 2000 — 2003
Bachelor of Science of Business Administration, Finance
Watterson
Aaron Levy Aaron Levy's Raymond James & Associates, Inc Experience July 2010 - June 2013
Job Senior Associate at The Comvest Group
Industry Financial Services
Experience
Comvest Partners June 2013 - Present
Raymond James & Associates, Inc July 2010 - June 2013
Raymond James & Associates, Inc June 2009 - August 2009
Ballast Point Ventures June 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Restructuring, Financial Analysis, Private Equity, Investment Banking, Valuation, Capital Markets, Corporate Finance, Investments
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S. Economics, Finance and Accounting
Comvest Partners June 2013 - Present
Raymond James & Associates, Inc July 2010 - June 2013
Raymond James & Associates, Inc June 2009 - August 2009
Ballast Point Ventures June 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Restructuring, Financial Analysis, Private Equity, Investment Banking, Valuation, Capital Markets, Corporate Finance, Investments
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S. Economics, Finance and Accounting
Natasha Carr Natasha Carr's Raymond James & Associates, Inc Experience July 2010 - August 2012
Job Executive Assistant at Berkshire Partners
Industry Financial Services
Experience
Berkshire Partners March 2013 - Present
Berkshire Partners August 2012 - March 2013
Raymond James & Associates, Inc July 2010 - August 2012
EF Educational Tours December 2007 - June 2010
Skills
PowerPoint, Microsoft CRM
Education
Northeastern University - Graduate School of Business Administration
Master of Business Administration (MBA)
Suffolk University 2003 — 2007
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Bishop Fenwick High School 1999 — 2003
Berkshire Partners March 2013 - Present
Berkshire Partners August 2012 - March 2013
Raymond James & Associates, Inc July 2010 - August 2012
EF Educational Tours December 2007 - June 2010
Skills
PowerPoint, Microsoft CRM
Education
Northeastern University - Graduate School of Business Administration
Master of Business Administration (MBA)
Suffolk University 2003 — 2007
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Bishop Fenwick High School 1999 — 2003
Lauren Berbusse's Raymond James & Associates, Inc Experience May 2009 - August 2009
Job Account Manager at Hello Florida
Industry Events Services
Experience
Hello! Destination Management January 2015 - Present
Hello Florida February 2014 - Present
The Breakers December 2012 - January 2014
The Next Step Realty September 2011 - August 2012
Peer Marketing Group January 2012 - May 2012
Lost Tree Club December 2009 - March 2012
Marcia Mitchell Music, Inc May 2011 - August 2011
Raymond James & Associates, Inc May 2009 - August 2009
Skills
Event Management, Sponsorship, Social Media Marketing, Social Media, Marketing, Marketing Strategy, Entertainment, Corporate Events, Corporate Social Media, Business Meetings, Event Planning, Events, Blogging, Social Networking, Press Releases, Online Advertising, Brand Awareness
Education
University of Central Florida 2008 — 2012
Bachelor of Science (B.S.), Event Management, Marketing Minor
Hello! Destination Management January 2015 - Present
Hello Florida February 2014 - Present
The Breakers December 2012 - January 2014
The Next Step Realty September 2011 - August 2012
Peer Marketing Group January 2012 - May 2012
Lost Tree Club December 2009 - March 2012
Marcia Mitchell Music, Inc May 2011 - August 2011
Raymond James & Associates, Inc May 2009 - August 2009
Skills
Event Management, Sponsorship, Social Media Marketing, Social Media, Marketing, Marketing Strategy, Entertainment, Corporate Events, Corporate Social Media, Business Meetings, Event Planning, Events, Blogging, Social Networking, Press Releases, Online Advertising, Brand Awareness
Education
University of Central Florida 2008 — 2012
Bachelor of Science (B.S.), Event Management, Marketing Minor
Charles Hooker Charles Hooker's Raymond James & Associates, Inc Experience July 2007 - December 2007
Job Master Sales Agent 2nd Degree at Red Ventures
Industry Marketing and Advertising
Experience
Red Ventures August 2011 - Present
Carolina Communication Consultants February 2011 - December 2012
AT&T March 2008 - February 2011
HILINE DEVELOPMENT, LLC December 2007 - February 2010
Raymond James & Associates, Inc July 2007 - December 2007
CAROLINA RENT A CAR, INC May 2004 - September 2006
Skills
Customer Relations, Business Management, Product Marketing
Education
University of North Carolina at Charlotte 2002 — 2007
Bachelors, Business, Communications
Red Ventures August 2011 - Present
Carolina Communication Consultants February 2011 - December 2012
AT&T March 2008 - February 2011
HILINE DEVELOPMENT, LLC December 2007 - February 2010
Raymond James & Associates, Inc July 2007 - December 2007
CAROLINA RENT A CAR, INC May 2004 - September 2006
Skills
Customer Relations, Business Management, Product Marketing
Education
University of North Carolina at Charlotte 2002 — 2007
Bachelors, Business, Communications
David J. Griffith, CAMS David J. Griffith, CAMS's Raymond James & Associates, Inc Experience 2007 - 2010
Job Vice President, Global Financial Crimes Compliance (AML) at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2011 - Present
Raymond James & Associates, Inc 2007 - 2010
H&R Block Mortgage 2006 - 2007
T. Rowe Price 1997 - 2002
Skills
Series 7, AML, Securities, FINRA, Series 24, Banking, Mutual Funds, Risk Management, Financial Services, Investments
Education
University of Florida 1991 — 1996
JPMorgan Chase 2011 - Present
Raymond James & Associates, Inc 2007 - 2010
H&R Block Mortgage 2006 - 2007
T. Rowe Price 1997 - 2002
Skills
Series 7, AML, Securities, FINRA, Series 24, Banking, Mutual Funds, Risk Management, Financial Services, Investments
Education
University of Florida 1991 — 1996
Steve Kopp Steve Kopp's Raymond James & Associates, Inc Experience November 1996 - June 2003
Job Release Management
Industry Financial Services
Experience
Raymond James Financial February 2004 - Present
Raymond James & Associates, Inc November 1996 - June 2003
The Baltimore Life Insurance Company January 1978 - August 1992
Skills
Agile Methodologies, Visio, User Acceptance Testing, Configuration Management, SharePoint, Data Warehousing, Databases, Microsoft SQL Server, SQL, SOA, SDLC, Enterprise Architecture, Disaster Recovery, Release Management, Software Documentation, SSIS, Process Improvement, Vendor Management, Requirements Analysis, T-SQL, Quality Center, Software Development, Business Analysis, ITIL, Systems Analysis, Integration, Requirements Gathering, Database Design, Testing, Software Project..., Business Requirements, IIS, Agile Project Management, Business Process, Scrum, IT Management, SSRS, Solution Architecture, PMP, DB2, IT Strategy, Data Modeling, MS Project, Web Services, Unix, Oracle, .NET, Visual Studio, UML, PMO
Education
University of Baltimore 1977 — 1979
OCS
Raymond James Financial February 2004 - Present
Raymond James & Associates, Inc November 1996 - June 2003
The Baltimore Life Insurance Company January 1978 - August 1992
Skills
Agile Methodologies, Visio, User Acceptance Testing, Configuration Management, SharePoint, Data Warehousing, Databases, Microsoft SQL Server, SQL, SOA, SDLC, Enterprise Architecture, Disaster Recovery, Release Management, Software Documentation, SSIS, Process Improvement, Vendor Management, Requirements Analysis, T-SQL, Quality Center, Software Development, Business Analysis, ITIL, Systems Analysis, Integration, Requirements Gathering, Database Design, Testing, Software Project..., Business Requirements, IIS, Agile Project Management, Business Process, Scrum, IT Management, SSRS, Solution Architecture, PMP, DB2, IT Strategy, Data Modeling, MS Project, Web Services, Unix, Oracle, .NET, Visual Studio, UML, PMO
Education
University of Baltimore 1977 — 1979
OCS
Alex Donbergs Alex Donbergs's Raymond James & Associates, Inc Experience July 2007 - August 2010
Job Accounting Professional
Industry Accounting
Experience
SOC November 2012 - July 2013
Gannett November 2011 - May 2012
Raymond James & Associates, Inc July 2007 - August 2010
Aculink Mortgage June 2006 - June 2007
Dayhoff, Inc. July 2001 - May 2006
OSP Consultants August 1998 - March 2001
Skills
Account Reconciliation, Accounts Receivable, Access, Accounting, General Ledger, Payroll, Auditing, Invoicing, Analysis, SAP, Finance, Financial Accounting
Education
University of Maryland College Park
B.S., Accounting
SOC November 2012 - July 2013
Gannett November 2011 - May 2012
Raymond James & Associates, Inc July 2007 - August 2010
Aculink Mortgage June 2006 - June 2007
Dayhoff, Inc. July 2001 - May 2006
OSP Consultants August 1998 - March 2001
Skills
Account Reconciliation, Accounts Receivable, Access, Accounting, General Ledger, Payroll, Auditing, Invoicing, Analysis, SAP, Finance, Financial Accounting
Education
University of Maryland College Park
B.S., Accounting
Rachael Cockey's Raymond James & Associates, Inc Experience May 2011 - Present
Job Insitiutional Sales Assistant at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc May 2011 - Present
Newsom Eye and Laser Center May 2010 - July 2011
Newsom Eye and Laser Center June 2009 - May 2010
Newsom Eye and Laser Center September 2007 - June 2009
Skills
Process Scheduler, Sales, Management, Recruiting, Employee Relations, Sales Management, Process Improvement, Public Speaking, Marketing, Event Management, Sales Process, Employee Training, Administrative..., Healthcare
Education
University of Dayton 2003 — 2007
Bachelor of Arts, Psychology
Raymond James & Associates, Inc May 2011 - Present
Newsom Eye and Laser Center May 2010 - July 2011
Newsom Eye and Laser Center June 2009 - May 2010
Newsom Eye and Laser Center September 2007 - June 2009
Skills
Process Scheduler, Sales, Management, Recruiting, Employee Relations, Sales Management, Process Improvement, Public Speaking, Marketing, Event Management, Sales Process, Employee Training, Administrative..., Healthcare
Education
University of Dayton 2003 — 2007
Bachelor of Arts, Psychology
Leslie Bahler Leslie Bahler's Raymond James & Associates, Inc Experience 1994 - Present
Job member at Wednesday Morning Musicale
Industry Music
Experience
Buffalo Philharmonic Chorus September 2011 - Present
Community Music School, Buffalo, NY September 2008 - Present
Wednesday Morning Musicale October 2005 - Present
Ars Nova Musicians Chamber Orchestra September 2001 - Present
Raymond James & Associates, Inc 1994 - Present
Buffalo Philharmonic Chorus 2007 - July 2014
Camerata di Sant 'Antonio January 2006 - December 2011
freelance string musician 1974 - 2011
Amherst Arts committee August 2006 - June 2008
Florida Philharmonic Orchestra 1983 - 2002
Skills
Viola, Violin, Chamber Music, Orchestral, Teaching, Music Education, Choral, Ensemble, Curriculum Design, Music, Conducting, Classical, Music Theory, Arts, Music History, Singing, Non-profits, Orchestral Music, Concerts, Performing Arts, Composition, Nonprofits, Lessons, Pianist, Voice Lessons, Vocalist, Symphony, Contemporary Music, Opera, Musicians, Arts Administration, Vocal, Choral Conducting, Sibelius, Oratorio, Music Performance, Performing, Church Music, Recording, Orchestration, Accompaniment, Sight Reading
Education
Suzuki association
Book 1 - book 4 training in violin and viola, Violin and viola teacher training
Temple University
BME, Music Education
West Virginia University
Master of Music, Viola performance
Buffalo Philharmonic Chorus September 2011 - Present
Community Music School, Buffalo, NY September 2008 - Present
Wednesday Morning Musicale October 2005 - Present
Ars Nova Musicians Chamber Orchestra September 2001 - Present
Raymond James & Associates, Inc 1994 - Present
Buffalo Philharmonic Chorus 2007 - July 2014
Camerata di Sant 'Antonio January 2006 - December 2011
freelance string musician 1974 - 2011
Amherst Arts committee August 2006 - June 2008
Florida Philharmonic Orchestra 1983 - 2002
Skills
Viola, Violin, Chamber Music, Orchestral, Teaching, Music Education, Choral, Ensemble, Curriculum Design, Music, Conducting, Classical, Music Theory, Arts, Music History, Singing, Non-profits, Orchestral Music, Concerts, Performing Arts, Composition, Nonprofits, Lessons, Pianist, Voice Lessons, Vocalist, Symphony, Contemporary Music, Opera, Musicians, Arts Administration, Vocal, Choral Conducting, Sibelius, Oratorio, Music Performance, Performing, Church Music, Recording, Orchestration, Accompaniment, Sight Reading
Education
Suzuki association
Book 1 - book 4 training in violin and viola, Violin and viola teacher training
Temple University
BME, Music Education
West Virginia University
Master of Music, Viola performance
Anthony LanFranca Anthony LanFranca's Raymond James & Associates, Inc Experience 2005 - Present
Job Vice President Equity Capital Markets Raymond James and Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc 2005 - Present
Tradebot Systems January 2004 - January 2005
E*TRADE Financial January 1999 - January 2004
Skills
Trading, Series 7, Equities, Equity Capital Markets, Hedge Funds, Investments, Securities, Series 63, Fixed Income
Education
University of Missouri-Columbia, College of Business 1991 — 1995
Finance
Raymond James & Associates, Inc 2005 - Present
Tradebot Systems January 2004 - January 2005
E*TRADE Financial January 1999 - January 2004
Skills
Trading, Series 7, Equities, Equity Capital Markets, Hedge Funds, Investments, Securities, Series 63, Fixed Income
Education
University of Missouri-Columbia, College of Business 1991 — 1995
Finance
Jeff Campbell Jeff Campbell's Raymond James & Associates, Inc Experience June 2005 - October 2007
Job Analyst at BlueCrest Capital Management, LLP
Industry Financial Services
Experience
BlueCrest Capital Management, LLP April 2014 - Present
ACQ Capital October 2007 - March 2014
Raymond James & Associates, Inc June 2005 - October 2007
Skills
Valuation, Equities, Hedge Funds, Bloomberg, Equity Research, Capital Markets
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Economics, Finance and Entrepreneurship
BlueCrest Capital Management, LLP April 2014 - Present
ACQ Capital October 2007 - March 2014
Raymond James & Associates, Inc June 2005 - October 2007
Skills
Valuation, Equities, Hedge Funds, Bloomberg, Equity Research, Capital Markets
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Economics, Finance and Entrepreneurship
Angela Bourgeois's Raymond James & Associates, Inc Experience February 2006 - June 2011
Job Compliance Officer helping Registered Reps with Social Media
Industry Financial Services
Experience
Sigma Financial Corporation July 2013 - Present
Parkland Securities, LLC July 2013 - Present
Baker Tilly August 2011 - May 2013
Raymond James & Associates, Inc February 2006 - June 2011
Sammons Securities Company, LLC January 2002 - February 2006
Sigma Financial Corporation 1997 - February 2006
PARKLAND SECURITIES LIMITED January 1996 - January 1996
Skills
Social Media, Compliance, Social Media..., Financial Services, Communications with the..., Series 7, Series 63, Series 24, Series 53, Series 9 & 10, Series 65, Team Leadership, Project Management, Securities, Investments, Management
Education
University of Michigan 1988 — 1992
Bachelor's Degree, Biology
Sigma Financial Corporation July 2013 - Present
Parkland Securities, LLC July 2013 - Present
Baker Tilly August 2011 - May 2013
Raymond James & Associates, Inc February 2006 - June 2011
Sammons Securities Company, LLC January 2002 - February 2006
Sigma Financial Corporation 1997 - February 2006
PARKLAND SECURITIES LIMITED January 1996 - January 1996
Skills
Social Media, Compliance, Social Media..., Financial Services, Communications with the..., Series 7, Series 63, Series 24, Series 53, Series 9 & 10, Series 65, Team Leadership, Project Management, Securities, Investments, Management
Education
University of Michigan 1988 — 1992
Bachelor's Degree, Biology
Peter Stark Peter Stark's Raymond James & Associates, Inc Experience March 2011 - June 2014
Job Chief Compliance and Operating Officer at American EB5 Centers
Industry Financial Services
Experience
American EB5 Centers March 2015 - Present
Raymond James & Associates, Inc March 2011 - June 2014
Security Traders Association of Florida January 2009 - December 2011
Raymond James Financial May 2001 - July 2010
Hoak Breedlove Wesneski May 1999 - May 2001
Wedush Morgan Securities May 1998 - May 1999
Sherwood Securities May 1996 - May 1998
Cantor Fitzgerald May 1994 - May 1996
U.S. Army May 1989 - May 1994
Skills
Equities, Capital Markets, Securities, Hedge Funds, Investment Banking, Mergers, Venture Capital, Trading, Risk Management, Mutual Funds, Finance, Banking, Corporate Law, Financial Services, Entrepreneurship, Leadership, Equity Capital Markets, Financial Risk, Competitive Analysis, Investments, Series 7, Franchising, Investment Advisory, Financial Modeling, Equity Trading, Series 24, Financial Advisory, Wealth Management, Private Equity, Portfolio Management, Valuation, Series 63, Asset Allocation, Alternative Investments, Asset Management, Fixed Income, Equity Research, Bloomberg, FINRA, ETFs, Options, Financial Markets, Investment Management, Investment Strategies, Bonds, Strategic Financial..., Emerging Markets, Derivatives, Electronic Trading, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
United States Military Academy at West Point 1985 — 1989
BS, Engineering, National Security and Public Affairs
Susan Wagner HS 1981 — 1985
High School
American EB5 Centers March 2015 - Present
Raymond James & Associates, Inc March 2011 - June 2014
Security Traders Association of Florida January 2009 - December 2011
Raymond James Financial May 2001 - July 2010
Hoak Breedlove Wesneski May 1999 - May 2001
Wedush Morgan Securities May 1998 - May 1999
Sherwood Securities May 1996 - May 1998
Cantor Fitzgerald May 1994 - May 1996
U.S. Army May 1989 - May 1994
Skills
Equities, Capital Markets, Securities, Hedge Funds, Investment Banking, Mergers, Venture Capital, Trading, Risk Management, Mutual Funds, Finance, Banking, Corporate Law, Financial Services, Entrepreneurship, Leadership, Equity Capital Markets, Financial Risk, Competitive Analysis, Investments, Series 7, Franchising, Investment Advisory, Financial Modeling, Equity Trading, Series 24, Financial Advisory, Wealth Management, Private Equity, Portfolio Management, Valuation, Series 63, Asset Allocation, Alternative Investments, Asset Management, Fixed Income, Equity Research, Bloomberg, FINRA, ETFs, Options, Financial Markets, Investment Management, Investment Strategies, Bonds, Strategic Financial..., Emerging Markets, Derivatives, Electronic Trading, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
United States Military Academy at West Point 1985 — 1989
BS, Engineering, National Security and Public Affairs
Susan Wagner HS 1981 — 1985
High School
Anna Hutcherson Anna Hutcherson's Raymond James & Associates, Inc Experience March 2006 - August 2008
Job Accounting and Finance Professional
Industry Financial Services
Experience
open to opportunities June 2010 - Present
The Big Chill, Inc January 2008 - Present
Raymond James & Associates, Inc March 2006 - August 2008
Raymond James Financial January 2006 - June 2008
Morgan Stanley Smith Barney January 2004 - June 2006
Colonial Brokerage, Inc March 2005 - March 2006
2004TN Department of Revenue October 2002 - March 2005
2004-2005 January 2001 - January 2002
Education
University of Tennessee 1997 — 2001
Accounting, Business
University of Tennessee 1997 — 2001
Finance, Business
The University of Tennessee at Chattanooga
Bachelor of Science, Business Administration; Finance & Accounting
open to opportunities June 2010 - Present
The Big Chill, Inc January 2008 - Present
Raymond James & Associates, Inc March 2006 - August 2008
Raymond James Financial January 2006 - June 2008
Morgan Stanley Smith Barney January 2004 - June 2006
Colonial Brokerage, Inc March 2005 - March 2006
2004TN Department of Revenue October 2002 - March 2005
2004-2005 January 2001 - January 2002
Education
University of Tennessee 1997 — 2001
Accounting, Business
University of Tennessee 1997 — 2001
Finance, Business
The University of Tennessee at Chattanooga
Bachelor of Science, Business Administration; Finance & Accounting
David Desrosiers's Raymond James & Associates, Inc Experience April 2009 - Present
Job Project Consultant at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc April 2009 - Present
Raymond James & Associates, Inc February 2006 - April 2009
Skills
SDLC, Business Analysis, Process Improvement, Business Process, Analysis, Visio, Program Management, Business Process..., ITIL, SharePoint, Requirements Gathering, Project Management, IT Strategy, PMP, Portfolio Management, Financial Analysis, Product Management, Software Project..., Requirements Analysis, Risk Management, SQL, Vendor Management, MS Project, Management, PMO, Microsoft SQL Server, Project Portfolio..., Integration, Software Documentation, IT Management, Financial Services, Business Intelligence, Disaster Recovery, Agile Methodologies, Business Requirements, Agile Project Management, Enterprise Architecture, CRM, Systems Analysis, Change Management, Information Technology, User Acceptance Testing, Databases, Consulting, Testing, Data Warehousing, Software Development, Resource Management, Solution Architecture
Education
University of Florida - Warrington College of Business Administration 2008 — 2009
MBA, MBA from UF Hough Graduate School of Business
University of South Florida 2004 — 2005
BA, Finance
Raymond James & Associates, Inc April 2009 - Present
Raymond James & Associates, Inc February 2006 - April 2009
Skills
SDLC, Business Analysis, Process Improvement, Business Process, Analysis, Visio, Program Management, Business Process..., ITIL, SharePoint, Requirements Gathering, Project Management, IT Strategy, PMP, Portfolio Management, Financial Analysis, Product Management, Software Project..., Requirements Analysis, Risk Management, SQL, Vendor Management, MS Project, Management, PMO, Microsoft SQL Server, Project Portfolio..., Integration, Software Documentation, IT Management, Financial Services, Business Intelligence, Disaster Recovery, Agile Methodologies, Business Requirements, Agile Project Management, Enterprise Architecture, CRM, Systems Analysis, Change Management, Information Technology, User Acceptance Testing, Databases, Consulting, Testing, Data Warehousing, Software Development, Resource Management, Solution Architecture
Education
University of Florida - Warrington College of Business Administration 2008 — 2009
MBA, MBA from UF Hough Graduate School of Business
University of South Florida 2004 — 2005
BA, Finance
Brittanie Jones Brittanie Jones's Raymond James & Associates, Inc Experience March 2011 - July 2011
Job Sales Associate at Raymond James
Industry Law Practice
Experience
Raymond James April 2015 - Present
Ed Shaughnessy Law Office May 2013 - May 2014
Raymond James & Associates, Inc March 2011 - July 2011
IBC Bank May 2009 - July 2009
State of Texas January 2009 - May 2009
Education
St. Mary's University School of Law 2011 — 2014
Doctor of Law (J.D.)
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2010
BBA, Finance, Philosophy
Raymond James April 2015 - Present
Ed Shaughnessy Law Office May 2013 - May 2014
Raymond James & Associates, Inc March 2011 - July 2011
IBC Bank May 2009 - July 2009
State of Texas January 2009 - May 2009
Education
St. Mary's University School of Law 2011 — 2014
Doctor of Law (J.D.)
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2010
BBA, Finance, Philosophy
Isaac Tapia Isaac Tapia's Raymond James & Associates, Inc Experience August 2011 - May 2012
Job Manager of Acquisitions at Renaissance Offshore
Industry Oil & Energy
Experience
Renaissance Offshore, LLC November 2012 - Present
Energy XXI May 2012 - November 2012
Raymond James & Associates, Inc August 2011 - May 2012
Hess Corporation September 2010 - July 2011
Hess Corporation January 2009 - September 2010
Hess Corporation May 2006 - December 2008
Kerr Mcgee February 2001 - June 2006
Skills
Petroleum, Oil & Gas, Field Development, Upstream, Energy, Drilling, Reservoir Engineering, Energy Industry, Gas, Petroleum Engineering
Education
The University of Texas at Austin 1996 — 2000
BS, Petroleum Engineering
Renaissance Offshore, LLC November 2012 - Present
Energy XXI May 2012 - November 2012
Raymond James & Associates, Inc August 2011 - May 2012
Hess Corporation September 2010 - July 2011
Hess Corporation January 2009 - September 2010
Hess Corporation May 2006 - December 2008
Kerr Mcgee February 2001 - June 2006
Skills
Petroleum, Oil & Gas, Field Development, Upstream, Energy, Drilling, Reservoir Engineering, Energy Industry, Gas, Petroleum Engineering
Education
The University of Texas at Austin 1996 — 2000
BS, Petroleum Engineering
Nick Weido's Raymond James & Associates, Inc Experience 2012 - July 2013
Job Private Equity Associate at Genstar Capital
Industry Investment Management
Experience
Genstar Capital July 2015 - Present
Morgan Stanley July 2013 - July 2015
Raymond James & Associates, Inc 2012 - July 2013
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, LBO, Equity Valuation, Business Valuation, DCF, M&A experience, Sell Side, Financial Reporting, Finance, Economics, Strategy, Investment Banking, Analysis, Microsoft Office, Microsoft Excel, Mergers & Acquisitions
Education
University of Notre Dame 2008 — 2012
BBA, Major: Finance, Concentration: Economics, Magna Cum Laude
University of Notre Dame London 2010 — 2011
Genstar Capital July 2015 - Present
Morgan Stanley July 2013 - July 2015
Raymond James & Associates, Inc 2012 - July 2013
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, LBO, Equity Valuation, Business Valuation, DCF, M&A experience, Sell Side, Financial Reporting, Finance, Economics, Strategy, Investment Banking, Analysis, Microsoft Office, Microsoft Excel, Mergers & Acquisitions
Education
University of Notre Dame 2008 — 2012
BBA, Major: Finance, Concentration: Economics, Magna Cum Laude
University of Notre Dame London 2010 — 2011
Lenny Bianco Lenny Bianco's Raymond James & Associates, Inc Experience July 2011 - December 2012
Job Vice President at Wunderlich Securities
Industry Investment Banking
Experience
Wunderlich Securities December 2012 - Present
Raymond James & Associates, Inc July 2011 - December 2012
Pritchard Capital Partners April 2010 - July 2011
Cougar Investment Fund, LLC August 2009 - December 2010
Civil / Structural Engineering January 2007 - September 2009
Skills
Investment Strategies, Business Valuation, Venture Capital, Investment Advisory, Investment Management, Financial Markets, Bonds, Economics, Options, Business Strategy, Strategy, Engineering, FINRA, Business Development, Team Management
Education
University of Houston, C.T. Bauer College of Business 2007 — 2010
Master of Business Administration, Graduate Certificate in Financial Services Management, Dean's Award for Academic Excellence
The University of Texas at Austin 2002 — 2006
Bachelor of Science, Civil Engineering
Wunderlich Securities December 2012 - Present
Raymond James & Associates, Inc July 2011 - December 2012
Pritchard Capital Partners April 2010 - July 2011
Cougar Investment Fund, LLC August 2009 - December 2010
Civil / Structural Engineering January 2007 - September 2009
Skills
Investment Strategies, Business Valuation, Venture Capital, Investment Advisory, Investment Management, Financial Markets, Bonds, Economics, Options, Business Strategy, Strategy, Engineering, FINRA, Business Development, Team Management
Education
University of Houston, C.T. Bauer College of Business 2007 — 2010
Master of Business Administration, Graduate Certificate in Financial Services Management, Dean's Award for Academic Excellence
The University of Texas at Austin 2002 — 2006
Bachelor of Science, Civil Engineering
Sheila Chilcote-Collins Sheila Chilcote-Collins's Raymond James & Associates, Inc Experience November 1999 - August 2003
Job Administrative Professional Accounting & Finance
Industry Accounting
Experience
Hitachi Metals America, Ltd. December 2014 - February 2015
Universal Lettering Inc October 2013 - February 2014
Stage Stores November 2009 - April 2011
Edward Jones August 2003 - November 2004
First Financial Bancorp November 1999 - August 2003
Raymond James & Associates, Inc November 1999 - August 2003
Mortgage Professionals October 1998 - November 1999
Roundy's Supermarkets, Inc. January 1997 - October 1998
Bank One June 1988 - January 1997
Skills
Securities, Customer Service, Microsoft Office, Research, Accounting, Receptionist Duties, Office Administration, Investment Banking, ADP Payroll, Microsoft Excel, Mortgage Banking, Human Resources, QuickBooks, Internet Banking, HRIS, Graphic Design, Retail Banking, Internet, Adobe Acrobat, Teller Operations, Private Banking, Financial Forecasting, Computer Proficiency, Home Equity Loans, Spreadsheets, Incentive Programs, Switchboard Operator, Branch Banking, IBM Mainframe, Horses, Writing, Reviews, Singing, Music Publicity, Flute, Gardening, Chickens
Education
American Bankers Association 1988 — 1996
Accounting and Finance
The Ohio State University 1992 — 1994
Accounting
Ohio City Liberty High School 1975 — 1988
Graduate With Honors, College Bound
Hitachi Metals America, Ltd. December 2014 - February 2015
Universal Lettering Inc October 2013 - February 2014
Stage Stores November 2009 - April 2011
Edward Jones August 2003 - November 2004
First Financial Bancorp November 1999 - August 2003
Raymond James & Associates, Inc November 1999 - August 2003
Mortgage Professionals October 1998 - November 1999
Roundy's Supermarkets, Inc. January 1997 - October 1998
Bank One June 1988 - January 1997
Skills
Securities, Customer Service, Microsoft Office, Research, Accounting, Receptionist Duties, Office Administration, Investment Banking, ADP Payroll, Microsoft Excel, Mortgage Banking, Human Resources, QuickBooks, Internet Banking, HRIS, Graphic Design, Retail Banking, Internet, Adobe Acrobat, Teller Operations, Private Banking, Financial Forecasting, Computer Proficiency, Home Equity Loans, Spreadsheets, Incentive Programs, Switchboard Operator, Branch Banking, IBM Mainframe, Horses, Writing, Reviews, Singing, Music Publicity, Flute, Gardening, Chickens
Education
American Bankers Association 1988 — 1996
Accounting and Finance
The Ohio State University 1992 — 1994
Accounting
Ohio City Liberty High School 1975 — 1988
Graduate With Honors, College Bound
Rob Lyle's Raymond James & Associates, Inc Experience May 2008 - August 2008
Job Level 2 Subrogation Specialist at The Hartford
Industry Financial Services
Experience
The Hartford March 2014 - Present
The Hartford September 2012 - March 2014
Wells Fargo August 2011 - September 2012
Northwestern Mutual May 2010 - June 2011
Raymond James & Associates, Inc May 2008 - August 2008
Skills
Finance, Analysis, Marketing, Management, Financial Analysis, Accounting, Loans, Mortgage Lending, CRM, Financial Modeling, Investments, Microsoft Word, Portfolio Management, Equities, Leadership, PowerPoint, Retirement Planning, Securities, Strategic Planning, Banking
Education
University of Central Florida 2005 — 2010
Business Finance
The Hartford March 2014 - Present
The Hartford September 2012 - March 2014
Wells Fargo August 2011 - September 2012
Northwestern Mutual May 2010 - June 2011
Raymond James & Associates, Inc May 2008 - August 2008
Skills
Finance, Analysis, Marketing, Management, Financial Analysis, Accounting, Loans, Mortgage Lending, CRM, Financial Modeling, Investments, Microsoft Word, Portfolio Management, Equities, Leadership, PowerPoint, Retirement Planning, Securities, Strategic Planning, Banking
Education
University of Central Florida 2005 — 2010
Business Finance
Clay Stockett's Raymond James & Associates, Inc Experience 2011 - 2011
Job Corporate Financial Analyst at Farmland Partners Inc.
Industry Financial Services
Experience
Farmland Partners Inc. September 2014 - Present
Regions Financial Corporation and Regions Securities LLC May 2012 - June 2014
Raymond James & Associates, Inc 2011 - 2011
Raymond James & Associates June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Refinancings, LBO, Debt Restructuring, Strategy, PowerPoint, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2007 — 2010
Bachelor of Science in Business Administration, Concentration in Finance
Farmland Partners Inc. September 2014 - Present
Regions Financial Corporation and Regions Securities LLC May 2012 - June 2014
Raymond James & Associates, Inc 2011 - 2011
Raymond James & Associates June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Refinancings, LBO, Debt Restructuring, Strategy, PowerPoint, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2007 — 2010
Bachelor of Science in Business Administration, Concentration in Finance
Ingrid Artze's Raymond James & Associates, Inc Experience October 2006 - Present
Job Senior Accountant at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc October 2006 - Present
Florida Public Utilities Company April 2005 - May 2006
MetLife May 2002 - April 2005
AEGON Americas March 2000 - May 2002
Franklin Templeton Investments March 1998 - March 2000
Skills
SEC filings, XBRL, Budget Process, Canadian tax structures, Private Equity, EPS, Financial Statements, Monthly Close, Statistical surveys, Financial Audits, GAAP, Financial Reporting, Analysis
Education
University of North Carolina at Greensboro 1991 — 1995
Bachelors, Accounting
University of South Florida
Accounting
Raymond James & Associates, Inc October 2006 - Present
Florida Public Utilities Company April 2005 - May 2006
MetLife May 2002 - April 2005
AEGON Americas March 2000 - May 2002
Franklin Templeton Investments March 1998 - March 2000
Skills
SEC filings, XBRL, Budget Process, Canadian tax structures, Private Equity, EPS, Financial Statements, Monthly Close, Statistical surveys, Financial Audits, GAAP, Financial Reporting, Analysis
Education
University of North Carolina at Greensboro 1991 — 1995
Bachelors, Accounting
University of South Florida
Accounting
Sandro Aristil Sandro Aristil's Raymond James & Associates, Inc Experience May 2007 - August 2014
Job Business Consultant, District Sales Manager
Industry Human Resources
Experience
ADP September 2014 - Present
Raymond James & Associates, Inc May 2007 - August 2014
Heritage Family of Funds - Raymond James February 2006 - May 2007
Raymond James June 2004 - February 2006
Skills
Relationship Management, Asset Allocation, Business Development, Mutual Funds, Series 63, Series 7, Investment Strategies, Investment Advisory, Asset Management, Strategic Financial..., Investments, Wealth Management, Wealth Accumulation, Financial Services, Portfolio Management, Retirement Planning, Series 65, Securities, Finance, Equities, Fixed Income, Series 6, Series 24, Separately Managed..., Uniform Combined State..., Investment Management, High Net Worth..., Options, ETFs, 401k, Retirement, Alternative Investments, Bonds, Stocks, Fund Of Funds, Hedge Funds, Wealth Management..., Financial Advisory, Series 4, Series 9, Series 10, Series 53, Client Relations, Financial Planning
Education
Thunderbird School of Global Management 2015 — 2016
Master’s Degree, Global Management
University of South Florida's Muma College of Business 2000 — 2004
BA, Finance
ADP September 2014 - Present
Raymond James & Associates, Inc May 2007 - August 2014
Heritage Family of Funds - Raymond James February 2006 - May 2007
Raymond James June 2004 - February 2006
Skills
Relationship Management, Asset Allocation, Business Development, Mutual Funds, Series 63, Series 7, Investment Strategies, Investment Advisory, Asset Management, Strategic Financial..., Investments, Wealth Management, Wealth Accumulation, Financial Services, Portfolio Management, Retirement Planning, Series 65, Securities, Finance, Equities, Fixed Income, Series 6, Series 24, Separately Managed..., Uniform Combined State..., Investment Management, High Net Worth..., Options, ETFs, 401k, Retirement, Alternative Investments, Bonds, Stocks, Fund Of Funds, Hedge Funds, Wealth Management..., Financial Advisory, Series 4, Series 9, Series 10, Series 53, Client Relations, Financial Planning
Education
Thunderbird School of Global Management 2015 — 2016
Master’s Degree, Global Management
University of South Florida's Muma College of Business 2000 — 2004
BA, Finance
John Saulitis's Raymond James & Associates, Inc Experience January 2014 - May 2015
Job Associate at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2015 - Present
Raymond James & Associates, Inc. January 2014 - May 2015
Raymond James & Associates, Inc. September 2013 - December 2013
Raymond James & Associates, Inc July 2010 - August 2012
Skills
Valuation, Bloomberg, Equity Research, Financial Analysis, Financial Modeling, Investment Banking, Corporate Finance, Equities, Investments, Capital Markets, Private Equity, Finance, Mergers & Acquisitions, Due Diligence, Microsoft Office, Analysis, Management, Accounting, Microsoft Excel, Research, Marketing, Financial Services, Economics, Venture Capital, Banking, Market Research, Strategy, Sales, PowerPoint, Data Analysis, Business Valuation, Marketing Strategy, Public Speaking, Credit Analysis, Financial Markets, Microsoft Word, Financial Reporting, Access, Credit, Forecasting, Financial Risk, Budgets, Series 63
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
B.B.A., Finance
Darien High School 2002 — 2006
Piper Jaffray May 2015 - Present
Raymond James & Associates, Inc. January 2014 - May 2015
Raymond James & Associates, Inc. September 2013 - December 2013
Raymond James & Associates, Inc July 2010 - August 2012
Skills
Valuation, Bloomberg, Equity Research, Financial Analysis, Financial Modeling, Investment Banking, Corporate Finance, Equities, Investments, Capital Markets, Private Equity, Finance, Mergers & Acquisitions, Due Diligence, Microsoft Office, Analysis, Management, Accounting, Microsoft Excel, Research, Marketing, Financial Services, Economics, Venture Capital, Banking, Market Research, Strategy, Sales, PowerPoint, Data Analysis, Business Valuation, Marketing Strategy, Public Speaking, Credit Analysis, Financial Markets, Microsoft Word, Financial Reporting, Access, Credit, Forecasting, Financial Risk, Budgets, Series 63
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
B.B.A., Finance
Darien High School 2002 — 2006
Renee Oliver's Raymond James & Associates, Inc Experience July 1999 - July 2003
Job Health Care Administration
Industry Hospital & Health Care
Experience
Kroger April 2004 - December 2010
Raymond James & Associates, Inc July 1999 - July 2003
Saint Joseph's/Candler Health Sysytems August 1988 - January 1999
Skills
HIPAA, Hospitals, Managed Care, EMR, Medical Terminology, Pharmacists, Pharmacy, Healthcare Management, IV, Pharmacueticals, Patient Safety, Prescription, Inpatient, Pyxis, Pharmacy Automation, Disease Management, EHR, Utilization Management, Informatics, Pharmacy Technicians, Medication Therapy..., Hospital Pharmacy, Healthcare Information..., Physicians
Education
University of Phoenix 2011 — 2013
Associates, Health Care Administration, 3.1 GPA
Kroger April 2004 - December 2010
Raymond James & Associates, Inc July 1999 - July 2003
Saint Joseph's/Candler Health Sysytems August 1988 - January 1999
Skills
HIPAA, Hospitals, Managed Care, EMR, Medical Terminology, Pharmacists, Pharmacy, Healthcare Management, IV, Pharmacueticals, Patient Safety, Prescription, Inpatient, Pyxis, Pharmacy Automation, Disease Management, EHR, Utilization Management, Informatics, Pharmacy Technicians, Medication Therapy..., Hospital Pharmacy, Healthcare Information..., Physicians
Education
University of Phoenix 2011 — 2013
Associates, Health Care Administration, 3.1 GPA
Adam Coon Adam Coon's Raymond James & Associates, Inc Experience July 2010 - January 2011
Job Business Intelligence Architect at Nielsen
Industry Computer Software
Experience
Nielsen January 2015 - Present
Nielsen January 2012 - December 2014
Insight Global July 2011 - December 2011
Raymond James & Associates, Inc July 2010 - January 2011
Skills
Java, MySQL, SQL, SDLC, Agile Methodologies, C#, VB.NET, SSRS, Microsoft SQL Server, XML, Visio, ASP.NET, Requirements Gathering, Databases, Visual Studio, .NET, Database Design, HTML, T-SQL, jQuery, PL/SQL, Object Oriented Design, JavaScript, AJAX, WinForms, Software Development, Web Services
Education
University of Illinois Springfield 2015 — 2017
Master of Management Information Systems (MIS), Management Information Systems, General
University of Illinois Springfield 2012 — 2013
Master of Science (MS), Computer Science
University of South Florida 2008 — 2010
Bachelor of Science (B.S.), Computer Science
University of Florida
Computer Science
Nielsen January 2015 - Present
Nielsen January 2012 - December 2014
Insight Global July 2011 - December 2011
Raymond James & Associates, Inc July 2010 - January 2011
Skills
Java, MySQL, SQL, SDLC, Agile Methodologies, C#, VB.NET, SSRS, Microsoft SQL Server, XML, Visio, ASP.NET, Requirements Gathering, Databases, Visual Studio, .NET, Database Design, HTML, T-SQL, jQuery, PL/SQL, Object Oriented Design, JavaScript, AJAX, WinForms, Software Development, Web Services
Education
University of Illinois Springfield 2015 — 2017
Master of Management Information Systems (MIS), Management Information Systems, General
University of Illinois Springfield 2012 — 2013
Master of Science (MS), Computer Science
University of South Florida 2008 — 2010
Bachelor of Science (B.S.), Computer Science
University of Florida
Computer Science
Thomas Burr Thomas Burr's Raymond James & Associates, Inc Experience July 2008 - February 2013
Job Technology Manager
Industry Financial Services
Experience
Global Financial Private Capital, LLC July 2014 - Present
HSN March 2013 - July 2014
Raymond James & Associates, Inc July 2008 - February 2013
Masonite June 2007 - July 2008
United States Marine Corps July 1988 - December 2005
Skills
SSIS, T-SQL, SQL, C#, VB.NET, Microsoft SQL Server, Java, SSRS, DB2, XML, Agile Methodologies, Requirements Analysis, SDLC, HTML, Integration, .NET, Software Development, Access, Requirements Gathering, Visio, ASP.NET, Enterprise Architecture, Scrum, Visual Basic, IIS, Web Services, Business Analysis, JavaScript, Software Project..., C++, Visual Studio, Databases, Agile Project Management, SOA, Systems Analysis, Web Applications, ASP, ASP.NET MVC, Database Design, PL/SQL, Stored Procedures, Testing
Education
University of Sioux Falls 2000 — 2005
Bachelor of Science (BS), Computer Science
Global Financial Private Capital, LLC July 2014 - Present
HSN March 2013 - July 2014
Raymond James & Associates, Inc July 2008 - February 2013
Masonite June 2007 - July 2008
United States Marine Corps July 1988 - December 2005
Skills
SSIS, T-SQL, SQL, C#, VB.NET, Microsoft SQL Server, Java, SSRS, DB2, XML, Agile Methodologies, Requirements Analysis, SDLC, HTML, Integration, .NET, Software Development, Access, Requirements Gathering, Visio, ASP.NET, Enterprise Architecture, Scrum, Visual Basic, IIS, Web Services, Business Analysis, JavaScript, Software Project..., C++, Visual Studio, Databases, Agile Project Management, SOA, Systems Analysis, Web Applications, ASP, ASP.NET MVC, Database Design, PL/SQL, Stored Procedures, Testing
Education
University of Sioux Falls 2000 — 2005
Bachelor of Science (BS), Computer Science
Daniel Tamayo, CFA Daniel Tamayo, CFA's Raymond James & Associates, Inc Experience June 2011 - June 2013
Job Sr. Equity Research Associate at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James Financial Inc. June 2013 - Present
Raymond James & Associates, Inc June 2011 - June 2013
Morningstar September 2007 - June 2011
Kansas City Royals June 2001 - June 2007
Skills
Financial Modeling, Investments, Valuation, Equities, Financial Analysis, Portfolio Management, Series 7, Bloomberg, Asset Allocation, Capital Markets, Hedge Funds, Finance
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Accounting, Finance
University of Notre Dame 1997 — 2001
BBA, Finance
Ransom Everglades 1993 — 1997
Raymond James Financial Inc. June 2013 - Present
Raymond James & Associates, Inc June 2011 - June 2013
Morningstar September 2007 - June 2011
Kansas City Royals June 2001 - June 2007
Skills
Financial Modeling, Investments, Valuation, Equities, Financial Analysis, Portfolio Management, Series 7, Bloomberg, Asset Allocation, Capital Markets, Hedge Funds, Finance
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Accounting, Finance
University of Notre Dame 1997 — 2001
BBA, Finance
Ransom Everglades 1993 — 1997
Craig Borque Craig Borque's Raymond James & Associates, Inc Experience June 2010 - August 2010
Job Associate at Encap Investments L.P.
Industry Venture Capital & Private Equity
Experience
EnCap Investments L.P. August 2014 - Present
Evercore Partners June 2011 - June 2014
Raymond James & Associates, Inc June 2010 - August 2010
KBR June 2009 - August 2009
Plains All American June 2008 - August 2008
Skills
Microsoft Excel, Valuation, Financial Modeling, Financial Analysis, PowerPoint, Due Diligence, Microsoft Office, Investment Banking, Corporate Finance
Education
The University of Texas at Austin 2007 — 2011
Bachelor, Business Honors, Finance
EnCap Investments L.P. August 2014 - Present
Evercore Partners June 2011 - June 2014
Raymond James & Associates, Inc June 2010 - August 2010
KBR June 2009 - August 2009
Plains All American June 2008 - August 2008
Skills
Microsoft Excel, Valuation, Financial Modeling, Financial Analysis, PowerPoint, Due Diligence, Microsoft Office, Investment Banking, Corporate Finance
Education
The University of Texas at Austin 2007 — 2011
Bachelor, Business Honors, Finance
Todd Shipp Todd Shipp's Raymond James & Associates, Inc Experience 2001 - 2003
Job Insurance Agent at State Farm Agent
Industry Insurance
Experience
State Farm Agent February 2006 - Present
Raymond James Financial Inc. October 2001 - March 2003
Raymond James & Associates, Inc 2001 - 2003
Skills
Small Business, Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Universal Life
Education
Texas State University-San Marcos 1991 — 1996
Bachelor's Degree, Marketing
State Farm Agent February 2006 - Present
Raymond James Financial Inc. October 2001 - March 2003
Raymond James & Associates, Inc 2001 - 2003
Skills
Small Business, Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Universal Life
Education
Texas State University-San Marcos 1991 — 1996
Bachelor's Degree, Marketing
Jeff Hammond's Raymond James & Associates, Inc Experience December 2011 - February 2013
Job Logistics Coordinator at ReTrans, Inc.
Industry Logistics and Supply Chain
Experience
ReTrans, Inc. June 2015 - Present
Armstrong Relocation October 2014 - June 2015
Armstrong Relocation July 2013 - October 2014
Raymond James Financial Inc. February 2013 - July 2013
Raymond James & Associates, Inc December 2011 - February 2013
Morgan Keegan November 2010 - December 2011
Skills
Securities Lending, Credit Analysis, Money Transfers, Margin, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, SIS, Problem Solving, Multi Tasking, Logistics, Strategic Financial..., Accounts Receivable, Series 63, Contract Negotiation, Leadership, Sales, Negotiation, Account Management, Sales Management, Team Building, Process Improvement, Management, Marketing, Operations Management, Strategic Planning
Education
The University of Memphis 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
The University of Memphis
ReTrans, Inc. June 2015 - Present
Armstrong Relocation October 2014 - June 2015
Armstrong Relocation July 2013 - October 2014
Raymond James Financial Inc. February 2013 - July 2013
Raymond James & Associates, Inc December 2011 - February 2013
Morgan Keegan November 2010 - December 2011
Skills
Securities Lending, Credit Analysis, Money Transfers, Margin, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, SIS, Problem Solving, Multi Tasking, Logistics, Strategic Financial..., Accounts Receivable, Series 63, Contract Negotiation, Leadership, Sales, Negotiation, Account Management, Sales Management, Team Building, Process Improvement, Management, Marketing, Operations Management, Strategic Planning
Education
The University of Memphis 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
The University of Memphis
Kaci Hollingsworth Kaci Hollingsworth's Raymond James & Associates, Inc Experience June 2010 - August 2010
Job Program Manager at Neighborhood Outreach Connection
Industry Education Management
Experience
Neighborhood Outreach Connection August 2014 - Present
MJF Publishing April 2012 - Present
Basil's Pizza and Deli April 2013 - June 2014
The Allen Groupe November 2012 - April 2013
StepUp Ministry January 2012 - May 2012
Tar Heel Diving August 2010 - May 2012
Amani Children's Foundation March 2011 - December 2011
Raymond James & Associates, Inc June 2010 - August 2010
Mission Viejo Nadadores September 2004 - June 2007
Skills
Event Planning, Microsoft Office, Fundraising, Social Media, PowerPoint, Working With Children, Teamwork, Team Leadership, Grant Management, Teaching, Editing, Spanish, Leadership, Public Speaking, Community Outreach, Nonprofits
Education
The University of North Carolina at Chapel Hill 2008 — 2012
Sociology and Entrepreneurship
University of North Carolina at Chapel Hill 2008 — 2012
BS, Sociology
Neighborhood Outreach Connection August 2014 - Present
MJF Publishing April 2012 - Present
Basil's Pizza and Deli April 2013 - June 2014
The Allen Groupe November 2012 - April 2013
StepUp Ministry January 2012 - May 2012
Tar Heel Diving August 2010 - May 2012
Amani Children's Foundation March 2011 - December 2011
Raymond James & Associates, Inc June 2010 - August 2010
Mission Viejo Nadadores September 2004 - June 2007
Skills
Event Planning, Microsoft Office, Fundraising, Social Media, PowerPoint, Working With Children, Teamwork, Team Leadership, Grant Management, Teaching, Editing, Spanish, Leadership, Public Speaking, Community Outreach, Nonprofits
Education
The University of North Carolina at Chapel Hill 2008 — 2012
Sociology and Entrepreneurship
University of North Carolina at Chapel Hill 2008 — 2012
BS, Sociology
Katie Martinelli Katie Martinelli's Raymond James & Associates, Inc Experience November 2009 - April 2010
Job at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors March 2011 - Present
Raymond James & Associates, Inc November 2009 - April 2010
UBS August 2006 - May 2009
Skills
Human Resources, Investment Strategies, Event Planning, Mutual Funds, Analysis, Sales, Recruiting, Management, Administrative..., Marketing, Microsoft Office, Public Speaking, Microsoft Excel, Finance, Investments, Portfolio Management, Event Management
Education
The University of Texas at Austin 2001 — 2006
Bachelor of Arts, Government
Dimensional Fund Advisors March 2011 - Present
Raymond James & Associates, Inc November 2009 - April 2010
UBS August 2006 - May 2009
Skills
Human Resources, Investment Strategies, Event Planning, Mutual Funds, Analysis, Sales, Recruiting, Management, Administrative..., Marketing, Microsoft Office, Public Speaking, Microsoft Excel, Finance, Investments, Portfolio Management, Event Management
Education
The University of Texas at Austin 2001 — 2006
Bachelor of Arts, Government
Jean O'Connor Jean O'Connor's Raymond James & Associates, Inc Experience June 2009 - Present
Job Executive Assistant at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc June 2009 - Present
Lane Berry & Co., International January 2002 - June 2009
Donaldson, Lufkin & Jenrette October 1995 - December 2001
Skills
Administrative..., Outlook, Office Management, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Customer Service
Education
University of Rhode Island
Bachelors Degree, English
Raymond James & Associates, Inc June 2009 - Present
Lane Berry & Co., International January 2002 - June 2009
Donaldson, Lufkin & Jenrette October 1995 - December 2001
Skills
Administrative..., Outlook, Office Management, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Customer Service
Education
University of Rhode Island
Bachelors Degree, English
David Feaster, Jr., CFA David Feaster, Jr., CFA's Raymond James & Associates, Inc Experience June 2011 - August 2014
Job Senior Equity Research Associate at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Raymond James & Associates, Inc June 2011 - August 2014
Raymond James February 2010 - June 2011
Raymond James Financial February 2008 - March 2010
First American Bank May 2006 - August 2006
Millennium Bank May 2005 - August 2005
Skills
Chartered Financial..., Equity Research, Sell Side, Fundamental Analysis, Equity Valuation, Financial Modeling, Mutual Funds, Bloomberg, Due Diligence, Investments, Asset Management, Analysis, Economics
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
BSBA, Finance
Raymond James Financial Inc. August 2014 - Present
Raymond James & Associates, Inc June 2011 - August 2014
Raymond James February 2010 - June 2011
Raymond James Financial February 2008 - March 2010
First American Bank May 2006 - August 2006
Millennium Bank May 2005 - August 2005
Skills
Chartered Financial..., Equity Research, Sell Side, Fundamental Analysis, Equity Valuation, Financial Modeling, Mutual Funds, Bloomberg, Due Diligence, Investments, Asset Management, Analysis, Economics
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
BSBA, Finance
Jason Dessert's Raymond James & Associates, Inc Experience 2002 - 2005
Job CPG Professional
Industry Consumer Goods
Experience
Kraft Foods Group January 2015 - Present
Kraft Foods Group October 2012 - December 2014
Kraft Foods Group January 2011 - October 2012
Kraft Foods Group January 2010 - December 2010
Kraft Foods Group September 2006 - December 2009
Raymond James & Associates, Inc 2002 - 2005
MetLife 1999 - 2002
Skills
Shopper Marketing, Strategic Planning, P&L Management, Finance, Customer Insight, Supply Chain, Cross-functional Team..., Consumer Products, Forecasting, FMCG, Trade Marketing, Brand Management, Management, Sales, Merchandising
Education
University of Florida - Warrington College Of Business 2004 — 2006
MBA, Business Administration and Management, General
Kraft Foods Group January 2015 - Present
Kraft Foods Group October 2012 - December 2014
Kraft Foods Group January 2011 - October 2012
Kraft Foods Group January 2010 - December 2010
Kraft Foods Group September 2006 - December 2009
Raymond James & Associates, Inc 2002 - 2005
MetLife 1999 - 2002
Skills
Shopper Marketing, Strategic Planning, P&L Management, Finance, Customer Insight, Supply Chain, Cross-functional Team..., Consumer Products, Forecasting, FMCG, Trade Marketing, Brand Management, Management, Sales, Merchandising
Education
University of Florida - Warrington College Of Business 2004 — 2006
MBA, Business Administration and Management, General
Bryan Cerino's Raymond James & Associates, Inc Experience May 2007 - December 2007
Job Financial Analyst at US Department of Defense
Industry Defense & Space
Experience
US Department of Defense May 2008 - Present
Raymond James & Associates, Inc May 2007 - December 2007
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA
University of Miami - School of Business 2004 — 2007
Bachelor's, Finance
US Department of Defense May 2008 - Present
Raymond James & Associates, Inc May 2007 - December 2007
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA
University of Miami - School of Business 2004 — 2007
Bachelor's, Finance
Drew Teaf Drew Teaf's Raymond James & Associates, Inc Experience October 2011 - Present
Job Bond Trader
Industry Financial Services
Experience
Cigar City Prime Properties LLC 2013 - Present
Raymond James & Associates, Inc October 2011 - Present
Commonwealth Bank of Australia February 2011 - June 2011
Levin Financial Group: Mass Mutual Tampa May 2009 - August 2009
Merrill Lynch Tallahassee Office May 2007 - August 2007
Osaka Japanese Steakhouse April 2007 - August 2007
Skills
Bloomberg Terminal, Microsoft Office, Fixed Income Trading, Series 7
Education
University of Florida- Hough Graduate School of Business 2010 — 2011
Master of Arts in International Business, Business, Economics
University of Florida - Warrington College Of Business 2006 — 2010
B.S. Finance, Minor in Mass Communications
Cigar City Prime Properties LLC 2013 - Present
Raymond James & Associates, Inc October 2011 - Present
Commonwealth Bank of Australia February 2011 - June 2011
Levin Financial Group: Mass Mutual Tampa May 2009 - August 2009
Merrill Lynch Tallahassee Office May 2007 - August 2007
Osaka Japanese Steakhouse April 2007 - August 2007
Skills
Bloomberg Terminal, Microsoft Office, Fixed Income Trading, Series 7
Education
University of Florida- Hough Graduate School of Business 2010 — 2011
Master of Arts in International Business, Business, Economics
University of Florida - Warrington College Of Business 2006 — 2010
B.S. Finance, Minor in Mass Communications
Brett Simons's Raymond James & Associates, Inc Experience August 2012 - July 2013
Job IT Software Architecture Intern at Raymond James & Associates, Inc
Industry Computer Software
Experience
Raymond James & Associates, Inc August 2012 - July 2013
Raymond James & Associates, Inc May 2012 - August 2012
Raymond James & Associates, Inc May 2011 - August 2011
Skills
Java, C# 4.0, Android Development, SQL, C#, Microsoft SQL Server, Information Security, SDLC, ASP.NET, Software Development, Requirements Gathering
Education
University of Florida 2013 — 2017
Bachelor of Engineering (BEng), Computer Science
Osceola Fundamental High School 2009 — 2013
Raymond James & Associates, Inc August 2012 - July 2013
Raymond James & Associates, Inc May 2012 - August 2012
Raymond James & Associates, Inc May 2011 - August 2011
Skills
Java, C# 4.0, Android Development, SQL, C#, Microsoft SQL Server, Information Security, SDLC, ASP.NET, Software Development, Requirements Gathering
Education
University of Florida 2013 — 2017
Bachelor of Engineering (BEng), Computer Science
Osceola Fundamental High School 2009 — 2013
Tiffany Lau Tiffany Lau's Raymond James & Associates, Inc Experience December 2010 - May 2011
Job Business & Technology Sr. Analyst at Accenture
Industry Hospital & Health Care
Experience
Accenture July 2015 - Present
Kaiser Permanente IT February 2013 - June 2015
UC Riverside Student Services Fee Advisory Committee September 2009 - June 2012
Southern California Edison June 2011 - September 2011
Raymond James & Associates, Inc December 2010 - May 2011
Associated Students of UC Riverside September 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, MS Project, Lotus Notes, PowerPoint, SAP, Visio, Budget Forecasts, Budget Monitoring, Financial Reporting, Project Coordination, Process Improvement, Healthcare Information..., Time Management, Leadership, Customer Service, Data Analysis, Analysis, Business Analysis, Access, Outlook, Microsoft Project
Education
University of California, Riverside 2008 — 2012
BS, Business Administration, Finance
University of Sussex
School of Business and Management
Accenture July 2015 - Present
Kaiser Permanente IT February 2013 - June 2015
UC Riverside Student Services Fee Advisory Committee September 2009 - June 2012
Southern California Edison June 2011 - September 2011
Raymond James & Associates, Inc December 2010 - May 2011
Associated Students of UC Riverside September 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, MS Project, Lotus Notes, PowerPoint, SAP, Visio, Budget Forecasts, Budget Monitoring, Financial Reporting, Project Coordination, Process Improvement, Healthcare Information..., Time Management, Leadership, Customer Service, Data Analysis, Analysis, Business Analysis, Access, Outlook, Microsoft Project
Education
University of California, Riverside 2008 — 2012
BS, Business Administration, Finance
University of Sussex
School of Business and Management
Anthony Polini Anthony Polini's Raymond James & Associates, Inc Experience October 2007 - January 2015
Job Principal/Director of Research at American Capital Partners
Industry Financial Services
Experience
American Capital Partners January 2015 - Present
Raymond James & Associates, Inc October 2007 - January 2015
Advest, Inc. May 2005 - September 2007
FTN Midwest Securities January 2002 - April 2005
Advest, Inc. January 1995 - December 2002
Mabon January 1993 - December 1995
A.G. Edwards January 1987 - December 1992
Skills
Series 7, Management, Investments, Securities, Equities, Valuation, Financial Analysis, Alternative Investments, Bloomberg, Capital Markets, Equity Valuation, Equity Research, Mergers & Acquisitions, Portfolio Management, Series 63, Series 24, Banking, Financial Services, Hedge Funds, Private Equity, Financial Modeling, Equity Trading, Asset Management, Investment Banking, Risk Management, Strategic Financial..., Wealth Management, Asset Allocation, Options, Financial Advisory, Mutual Funds, Due Diligence, Investment Management, Corporate Finance, Finance, Series 65, Investment Advisory, FINRA, Investor Relations, Fixed Income, Derivatives, Trading, Financial Markets, ETFs, Investment Strategies, Bonds, Emerging Markets, Equity Capital Markets, Institutional..., Uniform Combined State...
Education
St John's University
MBA, Finance
University of Pennsylvania
BA, Psychology & Philosophy
American Capital Partners January 2015 - Present
Raymond James & Associates, Inc October 2007 - January 2015
Advest, Inc. May 2005 - September 2007
FTN Midwest Securities January 2002 - April 2005
Advest, Inc. January 1995 - December 2002
Mabon January 1993 - December 1995
A.G. Edwards January 1987 - December 1992
Skills
Series 7, Management, Investments, Securities, Equities, Valuation, Financial Analysis, Alternative Investments, Bloomberg, Capital Markets, Equity Valuation, Equity Research, Mergers & Acquisitions, Portfolio Management, Series 63, Series 24, Banking, Financial Services, Hedge Funds, Private Equity, Financial Modeling, Equity Trading, Asset Management, Investment Banking, Risk Management, Strategic Financial..., Wealth Management, Asset Allocation, Options, Financial Advisory, Mutual Funds, Due Diligence, Investment Management, Corporate Finance, Finance, Series 65, Investment Advisory, FINRA, Investor Relations, Fixed Income, Derivatives, Trading, Financial Markets, ETFs, Investment Strategies, Bonds, Emerging Markets, Equity Capital Markets, Institutional..., Uniform Combined State...
Education
St John's University
MBA, Finance
University of Pennsylvania
BA, Psychology & Philosophy
Sarah Ruane, PHR's Raymond James & Associates, Inc Experience June 2004 - December 2007
Job
Industry Human Resources
Experience
Alice Peck Day Health Systems December 2008 - August 2012
Raymond James & Associates, Inc June 2004 - December 2007
Education
University of Florida - Warrington College of Business Administration
BS, Business Management
Alice Peck Day Health Systems December 2008 - August 2012
Raymond James & Associates, Inc June 2004 - December 2007
Education
University of Florida - Warrington College of Business Administration
BS, Business Management
Brandon Roberts, CFA Brandon Roberts, CFA's Raymond James & Associates, Inc Experience December 2008 - October 2010
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Capital Markets
Experience
Morgan Stanley Wealth Management May 2013 - Present
BNY Mellon October 2010 - May 2013
Raymond James & Associates, Inc December 2008 - October 2010
Skills
Equities, Financial Modeling, Trading, Securities, Capital Markets, Financial Services, Asset Allocation, Mutual Funds, Bloomberg, Fixed Income, Asset Managment, Investments, Alternative Investments, FX Options, Portfolio Management, Hedge Funds, Derivatives, Series 7, Financial Analysis, Series 63
Education
University of Florida 2004 — 2008
Bachelor's, Economics
Morgan Stanley Wealth Management May 2013 - Present
BNY Mellon October 2010 - May 2013
Raymond James & Associates, Inc December 2008 - October 2010
Skills
Equities, Financial Modeling, Trading, Securities, Capital Markets, Financial Services, Asset Allocation, Mutual Funds, Bloomberg, Fixed Income, Asset Managment, Investments, Alternative Investments, FX Options, Portfolio Management, Hedge Funds, Derivatives, Series 7, Financial Analysis, Series 63
Education
University of Florida 2004 — 2008
Bachelor's, Economics
Steven Chandler Steven Chandler's Raymond James & Associates, Inc Experience November 2010 - 2014
Job
Industry Information Technology and Services
Experience
Drivestream November 2014 - July 2015
The Judge Group 2014 - December 2014
Raymond James & Associates, Inc November 2010 - 2014
PricewaterhouseCoopers LLP 2009 - 2010
PricewaterhouseCoopers 2000 - 2009
T. Rowe Price Inc 1997 - 2000
Stanley Black & Decker , Inc. 1995 - 1997
CSX Intermodal 1994 - 1995
Computer Sciences Corporation 1988 - 1994
CAE 1986 - 1988
Skills
Korn Shell Scripting, PeopleSoft, SQL, SFTP, Photography, Customer Service, Microsoft Office, Tivoil Workload..., Technical Design..., Taleo System Admin, Problem Solving, Documentation, Taleo Enterprise..., Business Analysis, System Administration, Software Documentation, Testing, Business Process, Management, Ksh, Requirements Analysis, Integration, Unix, Analysis, PL/SQL, Databases, Program Management, Oracle
Education
University of Maryland Baltimore County 1977 — 1982
BS; BS, Computer Science; Biology
Drivestream November 2014 - July 2015
The Judge Group 2014 - December 2014
Raymond James & Associates, Inc November 2010 - 2014
PricewaterhouseCoopers LLP 2009 - 2010
PricewaterhouseCoopers 2000 - 2009
T. Rowe Price Inc 1997 - 2000
Stanley Black & Decker , Inc. 1995 - 1997
CSX Intermodal 1994 - 1995
Computer Sciences Corporation 1988 - 1994
CAE 1986 - 1988
Skills
Korn Shell Scripting, PeopleSoft, SQL, SFTP, Photography, Customer Service, Microsoft Office, Tivoil Workload..., Technical Design..., Taleo System Admin, Problem Solving, Documentation, Taleo Enterprise..., Business Analysis, System Administration, Software Documentation, Testing, Business Process, Management, Ksh, Requirements Analysis, Integration, Unix, Analysis, PL/SQL, Databases, Program Management, Oracle
Education
University of Maryland Baltimore County 1977 — 1982
BS; BS, Computer Science; Biology
Richard Serota Richard Serota's Raymond James & Associates, Inc Experience May 2008 - December 2011
Job Senior Associate at Grant Thornton LLP
Industry Mechanical or Industrial Engineering
Experience
Grant Thornton LLP July 2015 - Present
United States Postal Service July 2013 - July 2015
University of Florida January 2012 - December 2012
Raymond James & Associates, Inc May 2008 - December 2011
Raymond James Financial, Inc. April 2007 - May 2008
Walt Disney World June 2006 - December 2006
Walt Disney World January 2006 - June 2006
National Association of College and University Residence Halls, Inc. February 2001 - May 2005
Skills
Microsoft Office, Team Building, PowerPoint, Excel, Word, SAP, Workbrain, Industrial Engineering, Soccer, Leadership, Business Analysis, Microsoft Word, Recruiting, Project Management, Budgets, Microsoft Excel, Customer Service, Inventory Management, Team Leadership, Access, Data Analysis, Process Improvement, Public Speaking, Operations Management, Forecasting, Coaching, Change Management, Manufacturing, Training, MS Project, Financial Analysis, Risk Management, Statistics, Databases, Research, Windows, Supply Chain Management, Program Management, Strategic Planning, Engineering, Management, Spanish, Analysis, Visio, Lean Manufacturing, Six Sigma, Project Planning, Business Strategy, Technical Writing, Earned Value Management
Education
University of Florida 2012 — 2012
Industrial Engineering
University of Florida 2000 — 2007
BS, Industrial Engineering
Center for Advanced Technologies 1995 — 2000
High School
Grant Thornton LLP July 2015 - Present
United States Postal Service July 2013 - July 2015
University of Florida January 2012 - December 2012
Raymond James & Associates, Inc May 2008 - December 2011
Raymond James Financial, Inc. April 2007 - May 2008
Walt Disney World June 2006 - December 2006
Walt Disney World January 2006 - June 2006
National Association of College and University Residence Halls, Inc. February 2001 - May 2005
Skills
Microsoft Office, Team Building, PowerPoint, Excel, Word, SAP, Workbrain, Industrial Engineering, Soccer, Leadership, Business Analysis, Microsoft Word, Recruiting, Project Management, Budgets, Microsoft Excel, Customer Service, Inventory Management, Team Leadership, Access, Data Analysis, Process Improvement, Public Speaking, Operations Management, Forecasting, Coaching, Change Management, Manufacturing, Training, MS Project, Financial Analysis, Risk Management, Statistics, Databases, Research, Windows, Supply Chain Management, Program Management, Strategic Planning, Engineering, Management, Spanish, Analysis, Visio, Lean Manufacturing, Six Sigma, Project Planning, Business Strategy, Technical Writing, Earned Value Management
Education
University of Florida 2012 — 2012
Industrial Engineering
University of Florida 2000 — 2007
BS, Industrial Engineering
Center for Advanced Technologies 1995 — 2000
High School
Michael Diaz's Raymond James & Associates, Inc Experience November 2005 - March 2006
Job CEO of Brickell Technology Solutions & PepperJelly Co.
Industry Information Technology and Services
Experience
Brickell Technology March 2011 - Present
Pepperjelly Co. October 2012 - Present
BankUnited October 2014 - Present
Robert Half International February 2012 - May 2014
C4 Planning Solutions February 2011 - February 2012
University of Phoenix October 2010 - March 2011
Konica Minolta Business Solutions U.S.A., Inc. March 2006 - December 2010
Raymond James & Associates, Inc November 2005 - March 2006
US Navy July 2001 - July 2005
Skills
Integration, Virtualization, Security, Management, Data Center, Project Management, VMware, Information Technology, Business Development, Microsoft Exchange, System Administration, SAN, IT Management, Active Directory, Information Assurance, Disaster Recovery, Business Continuity, Leadership, Patch Management, Cloud Computing, Product Management, SharePoint, Enterprise Software, Enterprise Architecture, Blackberry Enterprise..., Citrix, Program Management, Security Clearance, Microsoft, Training, Team Building, Team Leadership, Process Improvement, Strategic Planning, Consulting, Business Analysis, Strategy, Networking
Education
Strayer University-Florida 2010 — 2012
Master of Business Administration, Information Systems, 3.5
Strayer University-Florida 2006 — 2010
Master of Science, Information Systems, 3.7
Brickell Technology March 2011 - Present
Pepperjelly Co. October 2012 - Present
BankUnited October 2014 - Present
Robert Half International February 2012 - May 2014
C4 Planning Solutions February 2011 - February 2012
University of Phoenix October 2010 - March 2011
Konica Minolta Business Solutions U.S.A., Inc. March 2006 - December 2010
Raymond James & Associates, Inc November 2005 - March 2006
US Navy July 2001 - July 2005
Skills
Integration, Virtualization, Security, Management, Data Center, Project Management, VMware, Information Technology, Business Development, Microsoft Exchange, System Administration, SAN, IT Management, Active Directory, Information Assurance, Disaster Recovery, Business Continuity, Leadership, Patch Management, Cloud Computing, Product Management, SharePoint, Enterprise Software, Enterprise Architecture, Blackberry Enterprise..., Citrix, Program Management, Security Clearance, Microsoft, Training, Team Building, Team Leadership, Process Improvement, Strategic Planning, Consulting, Business Analysis, Strategy, Networking
Education
Strayer University-Florida 2010 — 2012
Master of Business Administration, Information Systems, 3.5
Strayer University-Florida 2006 — 2010
Master of Science, Information Systems, 3.7
Christine Dorost's Raymond James & Associates, Inc Experience August 2005 - January 2007
Job Marketing and Investor Relations at Taconic Capital
Industry Investment Management
Experience
Taconic Capital May 2014 - Present
Avenue Capital Group March 2011 - May 2014
Goldman Sachs Asset Management March 2007 - March 2011
Raymond James & Associates, Inc August 2005 - January 2007
Skills
Alternative Investments, Hedge Funds, Equities, Bloomberg, Series 7, Portfolio Management, Valuation, Fixed Income, Private Equity, Investment Banking, Asset Managment, Capital Markets, Financial Modeling, Asset Management, Securities, Equity Research
Education
University of Florida - Warrington College of Business Administration 2001 — 2005
Bachelors
Taconic Capital May 2014 - Present
Avenue Capital Group March 2011 - May 2014
Goldman Sachs Asset Management March 2007 - March 2011
Raymond James & Associates, Inc August 2005 - January 2007
Skills
Alternative Investments, Hedge Funds, Equities, Bloomberg, Series 7, Portfolio Management, Valuation, Fixed Income, Private Equity, Investment Banking, Asset Managment, Capital Markets, Financial Modeling, Asset Management, Securities, Equity Research
Education
University of Florida - Warrington College of Business Administration 2001 — 2005
Bachelors
Ryan Sadorf's Raymond James & Associates, Inc Experience February 2000 - January 2005
Job
Industry Financial Services
Experience
Vantage Capital Group August 2008 - Present
VCG Securities LLC August 2008 - Present
RPS Advisors LLC June 2007 - July 2008
Sky Bell Asset Management, LLC January 2005 - May 2007
Raymond James & Associates, Inc February 2000 - January 2005
Paragon Computer Professionals May 1999 - February 2000
AEGON Equity Group May 1997 - May 1999
Skills
Hedge Funds, Capital Markets, Fixed Income, Alternative Investments, Securities, Options, Series 7, Investments, Investment Management, Fund Of Funds, FINRA, Equities, Asset Management, Mutual Funds, Trading, Wealth Management, Private Equity, Asset Managment, FATCA, Regulatory Compliance, Fund Accounting, Microsoft SQL Server, Business Process..., ODBC, Financial Reporting, Financial Modeling, Forensic Accounting, VBA, Process Automation, Third Party..., Staff Development, Bloomberg Trade Order..., Finance
Education
University of Florida 1992 — 1997
BSBA, Finance, Insurance & Risk Management
Vantage Capital Group August 2008 - Present
VCG Securities LLC August 2008 - Present
RPS Advisors LLC June 2007 - July 2008
Sky Bell Asset Management, LLC January 2005 - May 2007
Raymond James & Associates, Inc February 2000 - January 2005
Paragon Computer Professionals May 1999 - February 2000
AEGON Equity Group May 1997 - May 1999
Skills
Hedge Funds, Capital Markets, Fixed Income, Alternative Investments, Securities, Options, Series 7, Investments, Investment Management, Fund Of Funds, FINRA, Equities, Asset Management, Mutual Funds, Trading, Wealth Management, Private Equity, Asset Managment, FATCA, Regulatory Compliance, Fund Accounting, Microsoft SQL Server, Business Process..., ODBC, Financial Reporting, Financial Modeling, Forensic Accounting, VBA, Process Automation, Third Party..., Staff Development, Bloomberg Trade Order..., Finance
Education
University of Florida 1992 — 1997
BSBA, Finance, Insurance & Risk Management
Ted Mortonson's Raymond James & Associates, Inc Experience September 2010 - Present
Job Managing Director, Raymond James
Industry Investment Banking
Experience
Raymond James & Associates, Inc September 2010 - Present
Pacific Crest Securities October 2003 - September 2010
Royal Bank of Canada January 1999 - May 2003
Wessels Arnold & Henderson 1994 - 1998
Education
United States Naval Academy 1979 — 1982
Raymond James & Associates, Inc September 2010 - Present
Pacific Crest Securities October 2003 - September 2010
Royal Bank of Canada January 1999 - May 2003
Wessels Arnold & Henderson 1994 - 1998
Education
United States Naval Academy 1979 — 1982
Jennifer E. Holliday's Raymond James & Associates, Inc Experience January 2008 - November 2010
Job Regional Technology Education Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2014 - Present
Raymond James & Associates February 2012 - September 2014
Raymond James Financial Services, Inc. January 2011 - January 2012
Raymond James & Associates, Inc January 2008 - November 2010
Raymond James Financial November 2004 - January 2008
Skills
Series 7, Succession Planning, Needs Analysis, Talent Management, Performance Management, DDI, Onboarding, Leadership Development, Applicant Tracking..., Employee Benefits, Employee Relations, Coaching, Process Improvement, Deferred Compensation, Customer Service, Benefits Administration, Training, Analysis, Employee Training, Management, Career Development, HRIS, Personnel Management, College Recruiting, Human Resources, Interviews, Workforce Planning, Consulting, Financial Services, Investments, Public Speaking, Leadership, Microsoft Office
Education
University of Phoenix 2010 — 2015
Ed.D., Education: Instruction and Curriculum
University of Phoenix 2007 — 2008
MBA, Business Administration
University of South Florida 1995 — 2001
B.S., Business Management
Raymond James Financial Inc. October 2014 - Present
Raymond James & Associates February 2012 - September 2014
Raymond James Financial Services, Inc. January 2011 - January 2012
Raymond James & Associates, Inc January 2008 - November 2010
Raymond James Financial November 2004 - January 2008
Skills
Series 7, Succession Planning, Needs Analysis, Talent Management, Performance Management, DDI, Onboarding, Leadership Development, Applicant Tracking..., Employee Benefits, Employee Relations, Coaching, Process Improvement, Deferred Compensation, Customer Service, Benefits Administration, Training, Analysis, Employee Training, Management, Career Development, HRIS, Personnel Management, College Recruiting, Human Resources, Interviews, Workforce Planning, Consulting, Financial Services, Investments, Public Speaking, Leadership, Microsoft Office
Education
University of Phoenix 2010 — 2015
Ed.D., Education: Instruction and Curriculum
University of Phoenix 2007 — 2008
MBA, Business Administration
University of South Florida 1995 — 2001
B.S., Business Management
Chris Yarbrough's Raymond James & Associates, Inc Experience March 2011 - May 2012
Job Geologist at BHP Billiton
Industry Oil & Energy
Experience
BHP Billiton January 2015 - Present
BHP Billiton May 2012 - January 2015
Raymond James & Associates, Inc March 2011 - May 2012
Hess Corporation June 2007 - March 2011
Dominion Exploration and Production, Inc. October 2005 - June 2007
Skills
Seismic Interpretation, Sequence Stratigraphy, Geology, Stratigraphy, Earth Science, Energy Industry, Petroleum Geology, Sedimentology, Petroleum, Petra, Geological Mapping, Mineral Exploration, Oil, Geophysics, Geochemistry
Education
Texas A&M University 2003 — 2005
M.S., Geology
Texas A&M University 1998 — 2002
B.S., Geology
BHP Billiton January 2015 - Present
BHP Billiton May 2012 - January 2015
Raymond James & Associates, Inc March 2011 - May 2012
Hess Corporation June 2007 - March 2011
Dominion Exploration and Production, Inc. October 2005 - June 2007
Skills
Seismic Interpretation, Sequence Stratigraphy, Geology, Stratigraphy, Earth Science, Energy Industry, Petroleum Geology, Sedimentology, Petroleum, Petra, Geological Mapping, Mineral Exploration, Oil, Geophysics, Geochemistry
Education
Texas A&M University 2003 — 2005
M.S., Geology
Texas A&M University 1998 — 2002
B.S., Geology
Kristal Choy's Raymond James & Associates, Inc Experience February 2006 - April 2011
Job Analyst
Industry Investment Management
Experience
Citadel Investment Group May 2011 - March 2014
Raymond James & Associates, Inc February 2006 - April 2011
Skills
Equity Research, Valuation, Equities, Bloomberg, Financial Modeling, Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business
Citadel Investment Group May 2011 - March 2014
Raymond James & Associates, Inc February 2006 - April 2011
Skills
Equity Research, Valuation, Equities, Bloomberg, Financial Modeling, Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business
Benjamin Lew's Raymond James & Associates, Inc Experience September 2006 - August 2007
Job Vice President Storage Engineering at Barclays Capital
Industry Computer Hardware
Experience
Barclays Capital September 2012 - Present
Credit Suisse May 2011 - September 2012
Covance September 2010 - May 2011
EMC April 2010 - September 2010
Schering-Plough October 2009 - April 2010
NBC 2010 - 2010
sanofi-aventis 2008 - 2009
Credit Suisse First Boston 2007 - 2008
Raymond James & Associates, Inc September 2006 - August 2007
PPL Corporation February 2002 - August 2006
Skills
Storage Area Networks, Disaster Recovery, Data Center, Storage, Virtualization, Business Continuity, SAN, Enterprise Architecture, Integration, NAS, Solution Architecture, Unix, Servers, Cisco Technologies, High Availability, Capacity Planning
Education
Stevens Institute of Technology
Bachelor of Engineering, Engineering
Barclays Capital September 2012 - Present
Credit Suisse May 2011 - September 2012
Covance September 2010 - May 2011
EMC April 2010 - September 2010
Schering-Plough October 2009 - April 2010
NBC 2010 - 2010
sanofi-aventis 2008 - 2009
Credit Suisse First Boston 2007 - 2008
Raymond James & Associates, Inc September 2006 - August 2007
PPL Corporation February 2002 - August 2006
Skills
Storage Area Networks, Disaster Recovery, Data Center, Storage, Virtualization, Business Continuity, SAN, Enterprise Architecture, Integration, NAS, Solution Architecture, Unix, Servers, Cisco Technologies, High Availability, Capacity Planning
Education
Stevens Institute of Technology
Bachelor of Engineering, Engineering
Randy McGlothin's Raymond James & Associates, Inc Experience November 2004 - Present
Job Manager, Application Development at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. January 2014 - Present
Raymond James & Associates, Inc November 2004 - Present
Raymond James Financial Inc. July 2000 - November 2004
Boeing Aerospace and Operations 1998 - July 2000
Boeing Aerospace and Operations 1996 - 1998
AVIS Rent-a-Car September 1987 - August 1995
Skills
Visio, SDLC, Mainframe, Business Analysis, Requirements Analysis, SharePoint, Management, Requirements Gathering, SQL, Business Requirements, Software Project..., Software Development, Microsoft SQL Server, ITIL, Quality Center, Agile Methodologies, Business Process, IT Management, .NET, Scrum, Web Services, Resource Management, SOA, Agile Project Management, DB2, Data Modeling, Data Warehousing, Database Design, Databases, Enterprise Architecture, IT Strategy, MS Project, Process Improvement, SSIS, SSRS, Integration, PMP, Systems Analysis, T-SQL, Vendor Management, Testing
Education
University of Central Florida 1992 — 1996
Mulberry High School
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. January 2014 - Present
Raymond James & Associates, Inc November 2004 - Present
Raymond James Financial Inc. July 2000 - November 2004
Boeing Aerospace and Operations 1998 - July 2000
Boeing Aerospace and Operations 1996 - 1998
AVIS Rent-a-Car September 1987 - August 1995
Skills
Visio, SDLC, Mainframe, Business Analysis, Requirements Analysis, SharePoint, Management, Requirements Gathering, SQL, Business Requirements, Software Project..., Software Development, Microsoft SQL Server, ITIL, Quality Center, Agile Methodologies, Business Process, IT Management, .NET, Scrum, Web Services, Resource Management, SOA, Agile Project Management, DB2, Data Modeling, Data Warehousing, Database Design, Databases, Enterprise Architecture, IT Strategy, MS Project, Process Improvement, SSIS, SSRS, Integration, PMP, Systems Analysis, T-SQL, Vendor Management, Testing
Education
University of Central Florida 1992 — 1996
Mulberry High School
Amanda Larsen's Raymond James & Associates, Inc Experience October 2007 - August 2010
Job US Banks Equity Research
Industry Investment Management
Experience
Jefferies April 2015 - Present
Fifth Street Management LLC September 2014 - March 2015
Loeb King Capital Management April 2013 - June 2014
Diamondback Capital August 2010 - December 2012
Raymond James & Associates, Inc October 2007 - August 2010
Arrow Electronics 2006 - 2007
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
BS, Finance, Spanish
Jefferies April 2015 - Present
Fifth Street Management LLC September 2014 - March 2015
Loeb King Capital Management April 2013 - June 2014
Diamondback Capital August 2010 - December 2012
Raymond James & Associates, Inc October 2007 - August 2010
Arrow Electronics 2006 - 2007
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
BS, Finance, Spanish
Brad Blomstrom's Raymond James & Associates, Inc Experience 2009 - 2011
Job Senior Associate at Volition Capital
Industry Venture Capital & Private Equity
Experience
Volition Capital 2015 - Present
Technology Crossover Ventures 2011 - 2014
Raymond James & Associates, Inc 2009 - 2011
North Bridge Growth Equity and Venture Partners May 2008 - August 2008
Education
University of Notre Dame - Mendoza College of Business
BBA, Finance, Economics
Thomas Jefferson High School for Science & Technology
High School
Volition Capital 2015 - Present
Technology Crossover Ventures 2011 - 2014
Raymond James & Associates, Inc 2009 - 2011
North Bridge Growth Equity and Venture Partners May 2008 - August 2008
Education
University of Notre Dame - Mendoza College of Business
BBA, Finance, Economics
Thomas Jefferson High School for Science & Technology
High School
Stutti Smit-Johnson's Raymond James & Associates, Inc Experience October 2010 - Present
Job Business Application Analyst at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc October 2010 - Present
Raymond James August 2007 - October 2010
Raymond James Financial March 2005 - August 2007
Raymond James Financial September 2004 - March 2005
University of South Florida May 2003 - September 2004
College of Business September 2001 - May 2003
Evert Tennis Academy April 2000 - May 2000
Skills
Visio, SDLC, SQL, Access, Requirements Gathering, Systems Analysis, Business Analysis, Process Improvement, Databases, Requirements Analysis, Software Documentation, SSIS, Vendor Management, Data Modeling, Business Process..., MS Project, Software Development, Security, Testing, Management, Business Intelligence, Leadership, Business Process, Technical Analysis
Education
University of South Florida 2000 — 2004
Bachelors, Information Systems Management
Symbiosis International University 1996 — 1999
Bachelor of Science (BS), Commerce
Raymond James & Associates, Inc October 2010 - Present
Raymond James August 2007 - October 2010
Raymond James Financial March 2005 - August 2007
Raymond James Financial September 2004 - March 2005
University of South Florida May 2003 - September 2004
College of Business September 2001 - May 2003
Evert Tennis Academy April 2000 - May 2000
Skills
Visio, SDLC, SQL, Access, Requirements Gathering, Systems Analysis, Business Analysis, Process Improvement, Databases, Requirements Analysis, Software Documentation, SSIS, Vendor Management, Data Modeling, Business Process..., MS Project, Software Development, Security, Testing, Management, Business Intelligence, Leadership, Business Process, Technical Analysis
Education
University of South Florida 2000 — 2004
Bachelors, Information Systems Management
Symbiosis International University 1996 — 1999
Bachelor of Science (BS), Commerce
Lucas Posson's Raymond James & Associates, Inc Experience July 2009 - August 2011
Job Vice President / Relationship Manager
Industry Banking
Experience
Wells Fargo Bank September 2011 - Present
Raymond James & Associates, Inc July 2009 - August 2011
University of Florida Investment Company June 2008 - May 2009
United States Navy September 2000 - May 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Corporate Finance, Securities, Investment Banking, Asset Managment, Private Equity, Bloomberg
Education
University of Florida - Warrington College of Business Administration 2008 — 2009
MSF, Finance
University of North Florida - College of Business Administration 2006 — 2008
BBA, Finance
Wells Fargo Bank September 2011 - Present
Raymond James & Associates, Inc July 2009 - August 2011
University of Florida Investment Company June 2008 - May 2009
United States Navy September 2000 - May 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Corporate Finance, Securities, Investment Banking, Asset Managment, Private Equity, Bloomberg
Education
University of Florida - Warrington College of Business Administration 2008 — 2009
MSF, Finance
University of North Florida - College of Business Administration 2006 — 2008
BBA, Finance
William Creyer's Raymond James & Associates, Inc Experience May 2011 - November 2013
Job Senior Analyst Cousins Properties
Industry Real Estate
Experience
Cousins Properties Incorporated November 2013 - Present
Raymond James & Associates, Inc May 2011 - November 2013
Raymond James & Associates, Inc May 2010 - May 2011
UA Capital Markets Group April 2009 - April 2010
Tyson Foods, Inc January 2009 - April 2010
Rebsamen Trust Fund August 2009 - January 2010
Washington County Assessor's Office September 2005 - December 2008
Skills
Investments, Equities, Valuation, Bloomberg, Financial Analysis, Portfolio Management
Education
University of Arkansas 2006 — 2010
Bachelor of Science, Finance
Cousins Properties Incorporated November 2013 - Present
Raymond James & Associates, Inc May 2011 - November 2013
Raymond James & Associates, Inc May 2010 - May 2011
UA Capital Markets Group April 2009 - April 2010
Tyson Foods, Inc January 2009 - April 2010
Rebsamen Trust Fund August 2009 - January 2010
Washington County Assessor's Office September 2005 - December 2008
Skills
Investments, Equities, Valuation, Bloomberg, Financial Analysis, Portfolio Management
Education
University of Arkansas 2006 — 2010
Bachelor of Science, Finance
Alison Holmes's Raymond James & Associates, Inc Experience October 2010 - November 2011
Job Associate at Rothschild
Industry Investment Banking
Experience
Rothschild November 2013 - Present
Financo, LLC December 2011 - November 2013
Raymond James & Associates, Inc October 2010 - November 2011
America's Growth Capital December 2009 - October 2010
Jones Day July 2009 - December 2009
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Corporate Finance, Due Diligence, Investments, Bloomberg, Financial Analysis, Mergers & Acquisitions, M&A experience
Education
Trinity College-Hartford 2005 — 2009
Bachelor of Science (B.S.)
Groton School 2001 — 2005
Rothschild November 2013 - Present
Financo, LLC December 2011 - November 2013
Raymond James & Associates, Inc October 2010 - November 2011
America's Growth Capital December 2009 - October 2010
Jones Day July 2009 - December 2009
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Corporate Finance, Due Diligence, Investments, Bloomberg, Financial Analysis, Mergers & Acquisitions, M&A experience
Education
Trinity College-Hartford 2005 — 2009
Bachelor of Science (B.S.)
Groton School 2001 — 2005
Eric Siefert's Raymond James & Associates, Inc Experience March 2009 - Present
Job Senior VP Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc March 2009 - Present
Morgan Stanley March 1993 - February 2009
Skills
Series 7, Series 63, Equities, Series 24, Securities
Education
The University of Connecticut School of Business 1978 — 1982
BS, Finance
Raymond James & Associates, Inc March 2009 - Present
Morgan Stanley March 1993 - February 2009
Skills
Series 7, Series 63, Equities, Series 24, Securities
Education
The University of Connecticut School of Business 1978 — 1982
BS, Finance
David Kuzner's Raymond James & Associates, Inc Experience November 2010 - Present
Job Retirement Planning Counselor
Industry Financial Services
Experience
Raymond James & Associates, Inc November 2010 - Present
UBS July 2005 - November 2010
Education
University of Michigan-Flint
BBA, Finance, Economics
Raymond James & Associates, Inc November 2010 - Present
UBS July 2005 - November 2010
Education
University of Michigan-Flint
BBA, Finance, Economics
Jim DiCesaro, CFA's Raymond James & Associates, Inc Experience September 1997 - February 1999
Job Vice President at Skyway Capital Partners
Industry Investment Banking
Experience
Skyway Capital Partners May 2014 - Present
HarborLight Capital November 2009 - March 2014
GunnAllen Financial February 1999 - October 2009
Raymond James & Associates, Inc September 1997 - February 1999
Skills
Business Strategy, Asset Management, Alternative Investments, Capital Markets, Corporate Finance, Due Diligence, Equities, Financial Analysis, Equity Research, FINRA, Financial Advisory, Financial Modeling, Investment Advisory, Investment Banking, Investments, Management, Mergers, Portfolio Management, Private Placements, Securities, Series 63, Series 7, Private Equity, Strategic Financial..., Valuation, Venture Capital
Education
University of Florida
Skyway Capital Partners May 2014 - Present
HarborLight Capital November 2009 - March 2014
GunnAllen Financial February 1999 - October 2009
Raymond James & Associates, Inc September 1997 - February 1999
Skills
Business Strategy, Asset Management, Alternative Investments, Capital Markets, Corporate Finance, Due Diligence, Equities, Financial Analysis, Equity Research, FINRA, Financial Advisory, Financial Modeling, Investment Advisory, Investment Banking, Investments, Management, Mergers, Portfolio Management, Private Placements, Securities, Series 63, Series 7, Private Equity, Strategic Financial..., Valuation, Venture Capital
Education
University of Florida
Ryan Baehrle's Raymond James & Associates, Inc Experience February 2005 - May 2005
Job Product Manager Brokerage & Social Media at E*TRADE Financial
Industry Investment Management
Experience
E*TRADE Financial September 2011 - May 2013
Edison Financial Consulting July 2010 - August 2011
J.P. Morgan Asset Management May 2009 - July 2010
J.P. Morgan Asset Management April 2008 - May 2009
J.P. Morgan Asset Management June 2005 - April 2008
Raymond James & Associates, Inc February 2005 - May 2005
Morgan Stanley Smith Barney December 2003 - January 2005
University of Miami 2001 - 2005
Doupe Accounting and Tax January 2000 - April 2000
Skills
MS Excel - Financial..., Bloomberg, MS Powerpoint, Reuters, Project Management, Business Analysis, Portfolio Management, Equity Trading, Investments, Risk Management, Derivatives, Financial Modeling, Fixed Income
Education
University of Miami - School of Business 2001 — 2005
B.B.A., Finance
Estero High School 1997 — 2001
Diploma, General
E*TRADE Financial September 2011 - May 2013
Edison Financial Consulting July 2010 - August 2011
J.P. Morgan Asset Management May 2009 - July 2010
J.P. Morgan Asset Management April 2008 - May 2009
J.P. Morgan Asset Management June 2005 - April 2008
Raymond James & Associates, Inc February 2005 - May 2005
Morgan Stanley Smith Barney December 2003 - January 2005
University of Miami 2001 - 2005
Doupe Accounting and Tax January 2000 - April 2000
Skills
MS Excel - Financial..., Bloomberg, MS Powerpoint, Reuters, Project Management, Business Analysis, Portfolio Management, Equity Trading, Investments, Risk Management, Derivatives, Financial Modeling, Fixed Income
Education
University of Miami - School of Business 2001 — 2005
B.B.A., Finance
Estero High School 1997 — 2001
Diploma, General
Kevin Buzard's Raymond James & Associates, Inc Experience July 2011 - Present
Job Investment Banking Associate
Industry Investment Banking
Experience
Raymond James & Associates, Inc July 2011 - Present
Raymond James & Associates, Inc June 2010 - August 2010
Arthur J. Gallagher June 2009 - August 2009
Skills
Financial Modeling, Financial Institutions, Financial Analysis, Investment Banking, Social Media
Education
University of Michigan 2007 — 2011
Bachelor of Arts, Economics
Raymond James & Associates, Inc July 2011 - Present
Raymond James & Associates, Inc June 2010 - August 2010
Arthur J. Gallagher June 2009 - August 2009
Skills
Financial Modeling, Financial Institutions, Financial Analysis, Investment Banking, Social Media
Education
University of Michigan 2007 — 2011
Bachelor of Arts, Economics
Courtney (Irwin) Pascucci's Raymond James & Associates, Inc Experience August 2011 - May 2012
Job Cash Solutions Manager at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. May 2012 - December 2014
Raymond James & Associates, Inc August 2011 - May 2012
Raymond James Bank July 2008 - August 2011
Skills
Financial Analysis, Credit, Strategic Financial..., Auditing, Risk Management, Accounting, Financial Modeling, Internal Audit, Financial Risk, Portfolio Management, Sarbanes-Oxley Act, Enterprise Risk..., Banking, Business Analysis, Analysis, Financial Reporting, Project Management, Equities, Corporate Finance, Loans, Management, Securities, Budgets, Insurance, Credit Risk, Leadership, Internal Controls, Program Management, Business Process..., Recruiting, Risk Assessment, Credit Analysis, Financial Services, Finance, Cash Management, Due Diligence, Forecasting, Investments, Bloomberg, Teamwork, Process Improvement
Education
University of Tampa - John H. Sykes College of Business 2010 — 2012
MBA, Management Information Systems, General
University of Tampa - John H. Sykes College of Business 2006 — 2008
BS, Finance
University of Florida 2004 — 2006
Associate of the Arts
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. May 2012 - December 2014
Raymond James & Associates, Inc August 2011 - May 2012
Raymond James Bank July 2008 - August 2011
Skills
Financial Analysis, Credit, Strategic Financial..., Auditing, Risk Management, Accounting, Financial Modeling, Internal Audit, Financial Risk, Portfolio Management, Sarbanes-Oxley Act, Enterprise Risk..., Banking, Business Analysis, Analysis, Financial Reporting, Project Management, Equities, Corporate Finance, Loans, Management, Securities, Budgets, Insurance, Credit Risk, Leadership, Internal Controls, Program Management, Business Process..., Recruiting, Risk Assessment, Credit Analysis, Financial Services, Finance, Cash Management, Due Diligence, Forecasting, Investments, Bloomberg, Teamwork, Process Improvement
Education
University of Tampa - John H. Sykes College of Business 2010 — 2012
MBA, Management Information Systems, General
University of Tampa - John H. Sykes College of Business 2006 — 2008
BS, Finance
University of Florida 2004 — 2006
Associate of the Arts
Porter Pursley's Raymond James & Associates, Inc Experience June 2011 - June 2014
Job Senior Associate at Vortus Investments
Industry Oil & Energy
Experience
Vortus Investments July 2014 - Present
Raymond James & Associates, Inc June 2011 - June 2014
Plains Exploration & Production May 2010 - August 2010
Houlihan Lokey October 2006 - October 2008
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, Energy
University of Alabama
Bachelor's degree, Accounting
Vortus Investments July 2014 - Present
Raymond James & Associates, Inc June 2011 - June 2014
Plains Exploration & Production May 2010 - August 2010
Houlihan Lokey October 2006 - October 2008
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, Energy
University of Alabama
Bachelor's degree, Accounting
Dawn Stephens's Raymond James & Associates, Inc Experience January 2008 - August 2011
Job Compliance Administrative Assistant
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
RBC Wealth Management September 2011 - March 2015
Raymond James & Associates, Inc January 2008 - August 2011
RBC Dain Rauscher September 2006 - December 2007
Dain Rauscher 2000 - 2002
Michael J. Chaney, M.D 1997 - 1999
Micro-Flo Industries 1992 - 1997
Education
Texas A&M University
Bachelor of Science, Psychology
Merrill Lynch March 2015 - Present
RBC Wealth Management September 2011 - March 2015
Raymond James & Associates, Inc January 2008 - August 2011
RBC Dain Rauscher September 2006 - December 2007
Dain Rauscher 2000 - 2002
Michael J. Chaney, M.D 1997 - 1999
Micro-Flo Industries 1992 - 1997
Education
Texas A&M University
Bachelor of Science, Psychology
Bernadette Coady, K-RYT's Raymond James & Associates, Inc Experience May 2011 - June 2011
Job Wireless Consultant at Cellular Sales
Industry Wireless
Experience
Cellular Sales August 2015 - Present
Yellow Springs Farm March 2014 - May 2015
Aon July 2012 - May 2013
Raymond James & Associates, Inc May 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Customer Service, Management, Leadership, Editing, Yoga Instruction, Meditation
Education
University of Richmond 2008 — 2012
Bachelor's Degree, Business Administration and Management, General
Cellular Sales August 2015 - Present
Yellow Springs Farm March 2014 - May 2015
Aon July 2012 - May 2013
Raymond James & Associates, Inc May 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Customer Service, Management, Leadership, Editing, Yoga Instruction, Meditation
Education
University of Richmond 2008 — 2012
Bachelor's Degree, Business Administration and Management, General
Ann Babillis's Raymond James & Associates, Inc Experience March 2008 - September 2009
Job Business Analyst at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group January 2011 - Present
AXA Equitable January 2010 - December 2010
Raymond James & Associates, Inc March 2008 - September 2009
Skills
Software Documentation, Business Analysis, Windows 7, System Administration, SQL, Microsoft Office, Visio, Microsoft Excel
Education
Troy State University
Master of Public Administration (M.P.A.)
Lincoln Financial Group January 2011 - Present
AXA Equitable January 2010 - December 2010
Raymond James & Associates, Inc March 2008 - September 2009
Skills
Software Documentation, Business Analysis, Windows 7, System Administration, SQL, Microsoft Office, Visio, Microsoft Excel
Education
Troy State University
Master of Public Administration (M.P.A.)
Peter Pergola, CFA's Raymond James & Associates, Inc Experience February 2011 - Present
Job Vice President: Equity Capital Markets
Industry Financial Services
Experience
Raymond James & Associates, Inc February 2011 - Present
Wedbush Securities 2009 - 2011
Raymond James June 2005 - October 2009
Skills
Securities, Financial Modeling, Series 7, Valuation, Financial Analysis, Equities, Capital Markets, Bloomberg, Corporate Finance, Fixed Income, Derivatives, Finance, Microsoft Excel, Equity Research
Education
University of Florida 2002 — 2005
Finance, Finance, General
Raymond James & Associates, Inc February 2011 - Present
Wedbush Securities 2009 - 2011
Raymond James June 2005 - October 2009
Skills
Securities, Financial Modeling, Series 7, Valuation, Financial Analysis, Equities, Capital Markets, Bloomberg, Corporate Finance, Fixed Income, Derivatives, Finance, Microsoft Excel, Equity Research
Education
University of Florida 2002 — 2005
Finance, Finance, General
Allen Wen's Raymond James & Associates, Inc Experience May 2011 - August 2011
Job Technology and Finance Analyst at Chegg Inc.
Industry Banking
Experience
Chegg Inc. September 2014 - Present
JPMorgan Chase June 2013 - August 2014
UBS Investment Bank June 2012 - August 2012
Raymond James & Associates, Inc May 2011 - August 2011
UC Berkeley August 2010 - December 2010
Morgan Stanley Smith Barney May 2010 - August 2010
Veechi Corporation January 2010 - May 2010
Skills
Capital IQ, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Investment Banking, Start-ups, Data Analysis, Due Diligence, Corporate Finance, Public Speaking
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
B.S, Business Administration
Chegg Inc. September 2014 - Present
JPMorgan Chase June 2013 - August 2014
UBS Investment Bank June 2012 - August 2012
Raymond James & Associates, Inc May 2011 - August 2011
UC Berkeley August 2010 - December 2010
Morgan Stanley Smith Barney May 2010 - August 2010
Veechi Corporation January 2010 - May 2010
Skills
Capital IQ, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Investment Banking, Start-ups, Data Analysis, Due Diligence, Corporate Finance, Public Speaking
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
B.S, Business Administration
Kacey Krznaric's Raymond James & Associates, Inc Experience September 2010 - Present
Job Freelance Financial Writer at AMAG and Feature Writer at REAL Magazine
Industry Writing and Editing
Experience
Raymond James & Associates, Inc September 2010 - Present
Asbestos & Mesothelioma Advocacy Group March 2012 - Present
REAL Magazine May 2010 - Present
UPMC July 2008 - August 2010
UPMC November 2007 - July 2008
Skills
Editing, Microsoft Word, Marketing, Microsoft Office, Outlook, PowerPoint, Medical Terminology, Microsoft Excel, Interviews, Software Documentation, Teamwork, Insurance, Digital Imaging, Art, Proof, Newsletters, Research, Proofreading
Education
Chatham University 2009 — 2011
Master of Arts (M.A.), Professional Writing
University of Pittsburgh 2001 — 2005
BS, Psychology
Raymond James & Associates, Inc September 2010 - Present
Asbestos & Mesothelioma Advocacy Group March 2012 - Present
REAL Magazine May 2010 - Present
UPMC July 2008 - August 2010
UPMC November 2007 - July 2008
Skills
Editing, Microsoft Word, Marketing, Microsoft Office, Outlook, PowerPoint, Medical Terminology, Microsoft Excel, Interviews, Software Documentation, Teamwork, Insurance, Digital Imaging, Art, Proof, Newsletters, Research, Proofreading
Education
Chatham University 2009 — 2011
Master of Arts (M.A.), Professional Writing
University of Pittsburgh 2001 — 2005
BS, Psychology
Brad Kidd's Raymond James & Associates, Inc Experience May 2005 - April 2006
Job Investment Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group April 2011 - Present
Clark Consulting August 2007 - April 2011
Superior Leasing April 2006 - July 2007
Raymond James & Associates, Inc May 2005 - April 2006
AutoClassics May 2000 - April 2005
Skills
Investments
Education
Texas Tech University - Rawls College of Business
BA, Marketing
The Newport Group April 2011 - Present
Clark Consulting August 2007 - April 2011
Superior Leasing April 2006 - July 2007
Raymond James & Associates, Inc May 2005 - April 2006
AutoClassics May 2000 - April 2005
Skills
Investments
Education
Texas Tech University - Rawls College of Business
BA, Marketing
Evetta Davis-Hines's Raymond James & Associates, Inc Experience August 2014 - Present
Job Manager of Technical Education at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc August 2014 - Present
Raymond James & Associates, Inc November 2010 - August 2014
PwC July 2008 - June 2011
PricewaterhouseCoopers October 2005 - July 2008
T. Rowe Price August 2000 - October 2005
Ford Motor Credit March 1996 - March 2000
Skills
Certified DDI..., Adobe Fireworks, Captivate, Microsoft Office, Adult Learning..., Audio Editing, Custom Content Creation, Adult Education, Retirement Planning, Project Management, Software Documentation, Instructional Design, Leadership Development, PeopleSoft, Process Improvement, Training, Employee Training, Workshop Facilitation, Knowledge Management, E-Learning, Lotus Notes, Instructor-led Training, Customer Service, Integration, Visio, Technical Writing, Needs Analysis, Time Management
Education
University of Phoenix 2009 — 2010
MAED, Adult Education
University of North Carolina at Greensboro 1992 — 1996
B.S., Management and Marketing
Raymond James & Associates, Inc August 2014 - Present
Raymond James & Associates, Inc November 2010 - August 2014
PwC July 2008 - June 2011
PricewaterhouseCoopers October 2005 - July 2008
T. Rowe Price August 2000 - October 2005
Ford Motor Credit March 1996 - March 2000
Skills
Certified DDI..., Adobe Fireworks, Captivate, Microsoft Office, Adult Learning..., Audio Editing, Custom Content Creation, Adult Education, Retirement Planning, Project Management, Software Documentation, Instructional Design, Leadership Development, PeopleSoft, Process Improvement, Training, Employee Training, Workshop Facilitation, Knowledge Management, E-Learning, Lotus Notes, Instructor-led Training, Customer Service, Integration, Visio, Technical Writing, Needs Analysis, Time Management
Education
University of Phoenix 2009 — 2010
MAED, Adult Education
University of North Carolina at Greensboro 1992 — 1996
B.S., Management and Marketing
Thomas E. Wilkins, MBA's Raymond James & Associates, Inc Experience 2003 - 2009
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2009 - Present
Raymond James & Associates, Inc 2003 - 2009
Morgan Stanley 1996 - 2003
Muskingum College 1989 - 1996
Skills
FINRA, Finance, Investments, Financial Services, Securities, Portfolio Management, Asset Management, Series 7, Series 63, Retirement Planning, 401k, 401k Rollovers, Investment Advisory..., Mutual Funds
Education
The Ohio State University
BSBA (cum laude), MBA, Accounting, Finance
LPL Financial June 2009 - Present
Raymond James & Associates, Inc 2003 - 2009
Morgan Stanley 1996 - 2003
Muskingum College 1989 - 1996
Skills
FINRA, Finance, Investments, Financial Services, Securities, Portfolio Management, Asset Management, Series 7, Series 63, Retirement Planning, 401k, 401k Rollovers, Investment Advisory..., Mutual Funds
Education
The Ohio State University
BSBA (cum laude), MBA, Accounting, Finance
James Wesman's Raymond James & Associates, Inc Experience December 2010 - Present
Job Senior Research Associate at Raymond James
Industry Investment Management
Experience
Raymond James & Associates, Inc December 2010 - Present
Sound Harbor Partners June 2010 - October 2010
UBS Wealth Management June 2008 - July 2009
Education
University of Miami 2006 — 2010
Bachelor of Business Administration, Major: Finance; Minor: History
Raymond James & Associates, Inc December 2010 - Present
Sound Harbor Partners June 2010 - October 2010
UBS Wealth Management June 2008 - July 2009
Education
University of Miami 2006 — 2010
Bachelor of Business Administration, Major: Finance; Minor: History
Brandi Barrow's Raymond James & Associates, Inc Experience December 2005 - September 2007
Job Account Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2007 - Present
Bank of New York Mellon 2007 - Present
Raymond James & Associates, Inc December 2005 - September 2007
Education
University of Michigan 2001 — 2005
Bachelor of Arts, Economics
BNY Mellon September 2007 - Present
Bank of New York Mellon 2007 - Present
Raymond James & Associates, Inc December 2005 - September 2007
Education
University of Michigan 2001 — 2005
Bachelor of Arts, Economics
Drew Lassiter's Raymond James & Associates, Inc Experience July 2009 - July 2011
Job Associate at RBC Real Estate Capital Partners
Industry Real Estate
Experience
RBC Real Estate Capital Partners August 2012 - Present
Crow Holdings July 2011 - August 2012
Raymond James & Associates, Inc July 2009 - July 2011
Beal Bank May 2008 - July 2008
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor in Science of Economics, Real Estate
RBC Real Estate Capital Partners August 2012 - Present
Crow Holdings July 2011 - August 2012
Raymond James & Associates, Inc July 2009 - July 2011
Beal Bank May 2008 - July 2008
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor in Science of Economics, Real Estate
Tom Mullins's Raymond James & Associates, Inc Experience 1990 - Present
Job Managing Director Inv Banking at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc 1990 - Present
Salomon Brothers 1989 - 1989
Raymond James & Associates, Inc. 1986 - 1988
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Vanderbilt University
B.A., Economics, Political Science
Raymond James & Associates, Inc 1990 - Present
Salomon Brothers 1989 - 1989
Raymond James & Associates, Inc. 1986 - 1988
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Vanderbilt University
B.A., Economics, Political Science
Mary Jean Kissner's Raymond James & Associates, Inc Experience June 1987 - January 2015
Job No title at Retired
Industry Financial Services
Experience
Retired January 2015 - Present
Raymond James & Associates, Inc June 1987 - January 2015
Joskes of Texas 1982 - 1987
Skills
Capital Markets, Equities, Financial Modeling, Investments, SharePoint, SDLC, Investment Banking, Mutual Funds, Financial Analysis, Valuation, Series 7, Portfolio Management, Visio, Financial Services, Management
Education
University at Albany, SUNY 1974 — 1978
BS
Retired January 2015 - Present
Raymond James & Associates, Inc June 1987 - January 2015
Joskes of Texas 1982 - 1987
Skills
Capital Markets, Equities, Financial Modeling, Investments, SharePoint, SDLC, Investment Banking, Mutual Funds, Financial Analysis, Valuation, Series 7, Portfolio Management, Visio, Financial Services, Management
Education
University at Albany, SUNY 1974 — 1978
BS
Jeff Berg's Raymond James & Associates, Inc Experience 1984 - 1993
Job CEO at Surfline Wavetrak, Inc.
Industry Online Media
Experience
Surfline Wavetrak, Inc. May 2015 - Present
NTN Buzztime November 2008 - Present
Surfline 2000 - Present
Matador Capital LP January 2007 - Present
Swell Commerce Inc 1999 - 2009
Surfrider Foundation 2000 - 2006
Matador Capital Management 1994 - 2006
Accent Health 1995 - 2000
Raymond James & Associates, Inc 1984 - 1993
Education
University of Florida 1981 — 1983
BSBA
Surfline Wavetrak, Inc. May 2015 - Present
NTN Buzztime November 2008 - Present
Surfline 2000 - Present
Matador Capital LP January 2007 - Present
Swell Commerce Inc 1999 - 2009
Surfrider Foundation 2000 - 2006
Matador Capital Management 1994 - 2006
Accent Health 1995 - 2000
Raymond James & Associates, Inc 1984 - 1993
Education
University of Florida 1981 — 1983
BSBA
Jon Sheets's Raymond James & Associates, Inc Experience July 2011 - October 2013
Job Associate, Medley Partners
Industry Financial Services
Experience
Medley Partners November 2013 - Present
Raymond James & Associates, Inc July 2011 - October 2013
Raymond James & Associates, Inc May 2010 - August 2010
Wikinvest April 2008 - May 2010
Skills
Excel, PowerPoint, Word, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Microsoft Excel, Corporate Finance, Finance
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Medley Partners November 2013 - Present
Raymond James & Associates, Inc July 2011 - October 2013
Raymond James & Associates, Inc May 2010 - August 2010
Wikinvest April 2008 - May 2010
Skills
Excel, PowerPoint, Word, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Microsoft Excel, Corporate Finance, Finance
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Cheri Novak's Raymond James & Associates, Inc Experience August 1997 - March 1999
Job Pro Account Representative at The Home Depot
Industry Construction
Experience
The Home Depot April 2012 - Present
Batzner Pest Management, Inc. March 2011 - March 2012
Sears Home Improvement Products May 2010 - February 2011
Sears Home Improvement Products March 2009 - April 2010
Sears Home Improvement Products May 2007 - February 2009
Brookstone Homes, Inc. March 2002 - January 2007
Papa Murphy's International October 2000 - February 2003
Conseco Fund Group March 1999 - October 2000
Raymond James & Associates, Inc August 1997 - March 1999
Skills
Sales Management, Sales, Negotiation, Direct Sales, B2B, Selling Skills, Construction, Business Coaching, Auditing, Renovation, SPIN Selling, Delivering Results, Food Processing, Sandler, Team Building, Sales Process, New Business Development, Customer Service, Selling, Contract Negotiation, Account Management, Hiring, Marketing Strategy, Solution Selling, Strategy, Sales Operations, Marketing, Lead Generation, Management, Product Marketing, Leadership Development, Retail, SaaS, Cold Calling, Sales Presentations
Education
Taylor University 1990 — 1994
BA, Business, English
Columbus North High School 1986 — 1990
University of Wisconsin-Milwaukee
Adult Education, Communication
The Home Depot April 2012 - Present
Batzner Pest Management, Inc. March 2011 - March 2012
Sears Home Improvement Products May 2010 - February 2011
Sears Home Improvement Products March 2009 - April 2010
Sears Home Improvement Products May 2007 - February 2009
Brookstone Homes, Inc. March 2002 - January 2007
Papa Murphy's International October 2000 - February 2003
Conseco Fund Group March 1999 - October 2000
Raymond James & Associates, Inc August 1997 - March 1999
Skills
Sales Management, Sales, Negotiation, Direct Sales, B2B, Selling Skills, Construction, Business Coaching, Auditing, Renovation, SPIN Selling, Delivering Results, Food Processing, Sandler, Team Building, Sales Process, New Business Development, Customer Service, Selling, Contract Negotiation, Account Management, Hiring, Marketing Strategy, Solution Selling, Strategy, Sales Operations, Marketing, Lead Generation, Management, Product Marketing, Leadership Development, Retail, SaaS, Cold Calling, Sales Presentations
Education
Taylor University 1990 — 1994
BA, Business, English
Columbus North High School 1986 — 1990
University of Wisconsin-Milwaukee
Adult Education, Communication
Ron Fetsch's Raymond James & Associates, Inc Experience April 2009 - Present
Job Financial Advisor at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc April 2009 - Present
Skills
Mutual Funds, Series 7, Retirement Planning, Sales Management
Education
University of Minnesota Duluth 1980 — 1984
ba, communications
Raymond James & Associates, Inc April 2009 - Present
Skills
Mutual Funds, Series 7, Retirement Planning, Sales Management
Education
University of Minnesota Duluth 1980 — 1984
ba, communications
Brenda Loos-Bennett's Raymond James & Associates, Inc Experience September 2012 - November 2013
Job Business Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2013 - Present
Raymond James & Associates, Inc September 2012 - November 2013
Raymond James & Associates, Inc April 2008 - September 2012
KAS BANK N.V. May 2007 - August 2007
Blue Shield of California April 2006 - April 2007
Sunshine Delivery Services February 2005 - February 2006
American Home Furnishings February 2003 - January 2005
Wells Fargo January 2001 - January 2003
Rabobank Leeuwarden-Noordwest Friesland January 1991 - August 1999
Skills
Requirements Gathering, Analysis, Business Requirements, Business Analysis, Trading, Business Process, User Acceptance Testing, SDLC, Banking, Process Reengineering, TFS, Microsoft SQL Server, OATS, HP NonStop, Operational Decision..., Decision Validation..., Equity Trading, Visio, Test Management, Euroclear
Education
Western Governors University 2015 — 2017
Master’s Degree, IT Management
University of Phoenix 2005 — 2012
Bachelor, Finance, B+
Praehep 1994 — 1996
Associates level accounting diploma, Accounting
Raymond James Financial Inc. November 2013 - Present
Raymond James & Associates, Inc September 2012 - November 2013
Raymond James & Associates, Inc April 2008 - September 2012
KAS BANK N.V. May 2007 - August 2007
Blue Shield of California April 2006 - April 2007
Sunshine Delivery Services February 2005 - February 2006
American Home Furnishings February 2003 - January 2005
Wells Fargo January 2001 - January 2003
Rabobank Leeuwarden-Noordwest Friesland January 1991 - August 1999
Skills
Requirements Gathering, Analysis, Business Requirements, Business Analysis, Trading, Business Process, User Acceptance Testing, SDLC, Banking, Process Reengineering, TFS, Microsoft SQL Server, OATS, HP NonStop, Operational Decision..., Decision Validation..., Equity Trading, Visio, Test Management, Euroclear
Education
Western Governors University 2015 — 2017
Master’s Degree, IT Management
University of Phoenix 2005 — 2012
Bachelor, Finance, B+
Praehep 1994 — 1996
Associates level accounting diploma, Accounting
Michelle Arnoldy's Raymond James & Associates, Inc Experience September 1999 - Present
Job IT Asset Management Analyst II at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc September 1999 - Present
Skills
IT Asset Management, Software Documentation, ITIL, Software Licensing, Active Directory, IT Service Management
Education
University of Pittsburgh
Associate's degree, Business Administration and Management, General
Raymond James & Associates, Inc September 1999 - Present
Skills
IT Asset Management, Software Documentation, ITIL, Software Licensing, Active Directory, IT Service Management
Education
University of Pittsburgh
Associate's degree, Business Administration and Management, General
Kristina O'Dell Miller's Raymond James & Associates, Inc Experience January 2009 - January 2012
Job Business Analyst at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James Financial Inc. January 2012 - Present
Raymond James & Associates, Inc January 2009 - January 2012
Education
University of Central Florida - College of Business Administration 2002 — 2007
Bachelor of Science, Economics & Finance
Raymond James Financial Inc. January 2012 - Present
Raymond James & Associates, Inc January 2009 - January 2012
Education
University of Central Florida - College of Business Administration 2002 — 2007
Bachelor of Science, Economics & Finance
Eric Temple's Raymond James & Associates, Inc Experience 2011 - 2011
Job CT Administrator BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2012 - Present
Raymond James & Associates, Inc 2011 - 2011
Dukovich & Associates Financial Services, Inc. 2011 - 2011
Dukovich & Associates Financial Services, Inc. Raymond James 2011 - 2011
Vector Marketing June 2010 - August 2010
Skills
•Exceptional..., •Excellent..., •Thrive in both..., •Technically skilled-...
Education
West Virginia State University 2009 — 2012
BS in Business Administration, Finance, General
University of North Carolina at Greensboro 2008 — 2009
BS In Business Administration, Business Administration and Management, General
BNY Mellon September 2012 - Present
Raymond James & Associates, Inc 2011 - 2011
Dukovich & Associates Financial Services, Inc. 2011 - 2011
Dukovich & Associates Financial Services, Inc. Raymond James 2011 - 2011
Vector Marketing June 2010 - August 2010
Skills
•Exceptional..., •Excellent..., •Thrive in both..., •Technically skilled-...
Education
West Virginia State University 2009 — 2012
BS in Business Administration, Finance, General
University of North Carolina at Greensboro 2008 — 2009
BS In Business Administration, Business Administration and Management, General
Randall Hawkins, MBA's Raymond James & Associates, Inc Experience August 2008 - Present
Job Managing DirectorMuni Bond Trader/Underwriter
Industry Financial Services
Experience
Raymond James & Associates, Inc August 2008 - Present
Morgan Keegan March 2007 - August 2008
Morgan Keegan May 2005 - March 2007
Skills
Series 63, Series 7, Bond Pricing, Municipal Bonds, Inventory Management, Fixed Income Portfolio..., Fixed Income Analysis, Financial Modeling, Finance, Financial Analysis, Fixed Income, Microsoft Office, Bloomberg, Bonds, Portfolio Management
Education
The University of Memphis 2004 — 2006
Master of Business Administration (MBA), Finance
University of Tennessee-Knoxville 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Raymond James & Associates, Inc August 2008 - Present
Morgan Keegan March 2007 - August 2008
Morgan Keegan May 2005 - March 2007
Skills
Series 63, Series 7, Bond Pricing, Municipal Bonds, Inventory Management, Fixed Income Portfolio..., Fixed Income Analysis, Financial Modeling, Finance, Financial Analysis, Fixed Income, Microsoft Office, Bloomberg, Bonds, Portfolio Management
Education
The University of Memphis 2004 — 2006
Master of Business Administration (MBA), Finance
University of Tennessee-Knoxville 1999 — 2003
Bachelor of Business Administration (BBA), Finance
BayCare Health System
Prime Therapeutics
Skanska USA Building Inc.
TriHealth
Accretive Health
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