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
BRENT BRUCKNER BRENT BRUCKNER's Raymond James & Associates, Inc Experience November 2005 - June 2011
Job Wealth Management Consultant
Industry Financial Services
Experience
Invent Now, Non-Profit Organization February 2015 - Present
UBS Financial Services Inc. June 2011 - November 2014
Raymond James & Associates, Inc. November 2005 - June 2011
Advest, Inc. June 1997 - November 2005
Banc One Investment Management and Trust Company January 1995 - May 1997
Skills
Investments, Wealth Management, Series 7, Team Building, Series 63, Retirement Planning, Asset Managment, Marketing, Strategic Planning, Alternative Investments, Mutual Funds, Asset Allocation, Sales, Management, Leadership, Public Speaking, Customer Service, Financial Analysis, Financial Planning, Insurance, Sales Management, Team Leadership, Client Education, Client Development, Client Presentation, Behavior Management, Behavioral Finance, Asset Management, Portfolio Management, Estate Planning, Retirement, Marketing Strategy, Equities, Securities, Risk Management, Finance, Financial Services, Small Business, Financial Advisory, Investment Advisory, Fixed Annuities, Investment Strategies, Life Insurance, Fixed Income, Business Planning, Strategy, Banking, Credit, Consulting, 401k
Education
Harvard Business School 2002 — 2004
Behavioral Finance, Advest Institute
The University of Akron 2000 — 2001
Post-Baccalaureate Certificate, Financial Planning
Baldwin Wallace University 1992 — 1994
Bachelor of Business Administration (B.B.A.), Finance
University of Dayton 1990 — 1992
Business Adminstration, School of Business
GlenOak High School 1986 — 1990
Diploma, College Prep
Invent Now, Non-Profit Organization February 2015 - Present
UBS Financial Services Inc. June 2011 - November 2014
Raymond James & Associates, Inc. November 2005 - June 2011
Advest, Inc. June 1997 - November 2005
Banc One Investment Management and Trust Company January 1995 - May 1997
Skills
Investments, Wealth Management, Series 7, Team Building, Series 63, Retirement Planning, Asset Managment, Marketing, Strategic Planning, Alternative Investments, Mutual Funds, Asset Allocation, Sales, Management, Leadership, Public Speaking, Customer Service, Financial Analysis, Financial Planning, Insurance, Sales Management, Team Leadership, Client Education, Client Development, Client Presentation, Behavior Management, Behavioral Finance, Asset Management, Portfolio Management, Estate Planning, Retirement, Marketing Strategy, Equities, Securities, Risk Management, Finance, Financial Services, Small Business, Financial Advisory, Investment Advisory, Fixed Annuities, Investment Strategies, Life Insurance, Fixed Income, Business Planning, Strategy, Banking, Credit, Consulting, 401k
Education
Harvard Business School 2002 — 2004
Behavioral Finance, Advest Institute
The University of Akron 2000 — 2001
Post-Baccalaureate Certificate, Financial Planning
Baldwin Wallace University 1992 — 1994
Bachelor of Business Administration (B.B.A.), Finance
University of Dayton 1990 — 1992
Business Adminstration, School of Business
GlenOak High School 1986 — 1990
Diploma, College Prep
James F. Norvell James F. Norvell's Raymond James & Associates, Inc Experience September 2005 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc. September 2005 - Present
Smith Barney March 1990 - August 2005
Skills
Investments, Retirement..., Investments, Finance, Securities, Financial Analysis, Portfolio Management, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Leadership, Financial Planning, Banking, Asset Management, Asset Allocation, Team Building, Management, Investment Advisory, Strategic Planning, Loans, Credit Analysis, Mortgage Lending, Underwriting, Credit, Risk Management, Alternative Investments, Commercial Lending, Commercial Banking
Education
Augusta State University - College of Business Administration 1981 — 1983
Bachelor's Degree, Accounting
Wake Forest University 1978 — 1981
Accounting
Raymond James & Associates, Inc. September 2005 - Present
Smith Barney March 1990 - August 2005
Skills
Investments, Retirement..., Investments, Finance, Securities, Financial Analysis, Portfolio Management, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Leadership, Financial Planning, Banking, Asset Management, Asset Allocation, Team Building, Management, Investment Advisory, Strategic Planning, Loans, Credit Analysis, Mortgage Lending, Underwriting, Credit, Risk Management, Alternative Investments, Commercial Lending, Commercial Banking
Education
Augusta State University - College of Business Administration 1981 — 1983
Bachelor's Degree, Accounting
Wake Forest University 1978 — 1981
Accounting
Kenny Larkin Kenny Larkin's Raymond James & Associates, Inc Experience 2007 - Present
Job Financial Advisor at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. 2007 - Present
A.G. Edwards & Sons, Inc. 2000 - 2007
Skills
Financial Analysis, Retirement Planning, Investments, Financial Planning, Portfolio Management, Wealth Management, Insurance, Mutual Funds, Microsoft Office, Risk Management
Education
College for Financial Planning
Redmond High School
Raymond James & Associates, Inc. 2007 - Present
A.G. Edwards & Sons, Inc. 2000 - 2007
Skills
Financial Analysis, Retirement Planning, Investments, Financial Planning, Portfolio Management, Wealth Management, Insurance, Mutual Funds, Microsoft Office, Risk Management
Education
College for Financial Planning
Redmond High School
Patricia Conrad's Raymond James & Associates, Inc Experience February 2013 - Present
Job Financial Advisor, Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. February 2013 - Present
Raymond James Financial Inc. February 2013 - Present
Morgan Keegan & Co. February 2007 - February 2013
AmSouth Invesments May 2003 - February 2007
SunTrust Investment Services February 1995 - May 2003
Education
Saint Leo University 1992 — 1993
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Georgia Southern University 1991 — 1992
College of Central Florida 1989 — 1991
Associate of Arts (AA), Education
Raymond James & Associates, Inc. February 2013 - Present
Raymond James Financial Inc. February 2013 - Present
Morgan Keegan & Co. February 2007 - February 2013
AmSouth Invesments May 2003 - February 2007
SunTrust Investment Services February 1995 - May 2003
Education
Saint Leo University 1992 — 1993
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Georgia Southern University 1991 — 1992
College of Central Florida 1989 — 1991
Associate of Arts (AA), Education
JoAnne Zimmerman JoAnne Zimmerman's Raymond James & Associates, Inc Experience 1995 - 2003
Job Sales Associate at Premier Sotheby's International Realty
Industry Real Estate
Experience
Premier Sotheby's International Realty August 2009 - Present
RealtyOne Florida 2006 - 2009
ResortQuest Southwest Florida 2005 - 2006
Wagner Realty 2003 - 2005
Raymond James & Associates, Inc. 1995 - 2003
Dean Witter Reynolds, Inc. 1989 - 1996
Skills
Sellers, Relocation, Luxury, Condos, Investment Properties, Short Sales, New Home Sales, Residential Homes, First Time Home Buyers, Single Family Homes, Selling, Listings, Foreclosures, REO, Real Estate Development, Investments, Negotiation, Sales, Waterfront, Commercial Real Estate, Contract Negotiation, Vacation Homes, Real Property, Buyer Representation, Investors, Referrals, Real Estate, Buyers, Real Estate Transactions, New Homes, Townhomes, SFR
Education
Manatee Community College 1985 — 1987
N/A, Radiology
Manatee High School 1984 — 1985
High School Diploma
Premier Sotheby's International Realty August 2009 - Present
RealtyOne Florida 2006 - 2009
ResortQuest Southwest Florida 2005 - 2006
Wagner Realty 2003 - 2005
Raymond James & Associates, Inc. 1995 - 2003
Dean Witter Reynolds, Inc. 1989 - 1996
Skills
Sellers, Relocation, Luxury, Condos, Investment Properties, Short Sales, New Home Sales, Residential Homes, First Time Home Buyers, Single Family Homes, Selling, Listings, Foreclosures, REO, Real Estate Development, Investments, Negotiation, Sales, Waterfront, Commercial Real Estate, Contract Negotiation, Vacation Homes, Real Property, Buyer Representation, Investors, Referrals, Real Estate, Buyers, Real Estate Transactions, New Homes, Townhomes, SFR
Education
Manatee Community College 1985 — 1987
N/A, Radiology
Manatee High School 1984 — 1985
High School Diploma
Andy Niehus's Raymond James & Associates, Inc Experience August 2013 - August 2014
Job Principal, Ulu Capital
Industry Financial Services
Experience
Ulu Capital August 2014 - Present
Raymond James & Associates, Inc. August 2013 - August 2014
Morgan Stanley May 2001 - August 2013
Skills
Asset Allocation, Portfolio Management, Securities, Sales, Asset Managment, Series 63, Mutual Funds, Investments, Series 7, Strategic Planning, Asset Management, Finance, Equities
Education
Miami University 1998 — 2001
BS, Finance
Ulu Capital August 2014 - Present
Raymond James & Associates, Inc. August 2013 - August 2014
Morgan Stanley May 2001 - August 2013
Skills
Asset Allocation, Portfolio Management, Securities, Sales, Asset Managment, Series 63, Mutual Funds, Investments, Series 7, Strategic Planning, Asset Management, Finance, Equities
Education
Miami University 1998 — 2001
BS, Finance
Evan Meehan Evan Meehan's Raymond James & Associates, Inc Experience June 2013 - August 2013
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group August 2014 - Present
Raymond James & Associates, Inc. June 2013 - August 2013
Merrill Lynch September 2012 - March 2013
Fleet Advantage, LLC June 2012 - August 2012
Sigma Chi House Corporation of Dallas January 2012 - May 2012
PwC September 2011 - November 2011
Calloway's Nursery February 2010 - June 2010
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Microsoft Word, Customer Service, Finance, Analysis, Access, Data Analysis, Bloomberg Terminal, Market Research, Mergers & Acquisitions, Bloomberg, Investment Banking, Private Equity
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, 3.811/4
Southlake Carroll High School 2006 — 2010
The Boston Consulting Group August 2014 - Present
Raymond James & Associates, Inc. June 2013 - August 2013
Merrill Lynch September 2012 - March 2013
Fleet Advantage, LLC June 2012 - August 2012
Sigma Chi House Corporation of Dallas January 2012 - May 2012
PwC September 2011 - November 2011
Calloway's Nursery February 2010 - June 2010
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Microsoft Word, Customer Service, Finance, Analysis, Access, Data Analysis, Bloomberg Terminal, Market Research, Mergers & Acquisitions, Bloomberg, Investment Banking, Private Equity
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, 3.811/4
Southlake Carroll High School 2006 — 2010
Daniel Cole Daniel Cole's Raymond James & Associates, Inc Experience October 2007 - Present
Job Division Administrator at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc October 2007 - Present
Raymond James & Associates 2008 - 2011
Raymond James & Associates 2007 - 2008
Skills
Finance, Financial Analysis, Asset Management, Securities, Wealth Management, Retirement Planning, Mutual Funds, Investments, Series 7, Series 63, Series 9, Series 10
Education
University of South Florida
BS, Finance and Management
Leadership St. Pete 2013 — 2013
Raymond James & Associates, Inc October 2007 - Present
Raymond James & Associates 2008 - 2011
Raymond James & Associates 2007 - 2008
Skills
Finance, Financial Analysis, Asset Management, Securities, Wealth Management, Retirement Planning, Mutual Funds, Investments, Series 7, Series 63, Series 9, Series 10
Education
University of South Florida
BS, Finance and Management
Leadership St. Pete 2013 — 2013
Andrew Fowler, AWMA®, AIF® Andrew Fowler, AWMA®, AIF®'s Raymond James & Associates, Inc Experience 2001 - Present
Job Managing Director | Senior Vice President, Investments | at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc. 2001 - Present
Skills
Personal Financial..., Investment Management..., Retirement Planning, Estate Planning & Trust..., Education Planning, Charitable Planning, Life Insurance..., Stock Option Plan..., Family Wealth Consulting, Family Office Consulting, Business Succession..., General Business..., Qualified Retirement..., Non-Qualified Plans
Education
University of Tennessee-Knoxville - College of Business Administration 1994 — 1998
Business, Finance
Raymond James & Associates, Inc. 2001 - Present
Skills
Personal Financial..., Investment Management..., Retirement Planning, Estate Planning & Trust..., Education Planning, Charitable Planning, Life Insurance..., Stock Option Plan..., Family Wealth Consulting, Family Office Consulting, Business Succession..., General Business..., Qualified Retirement..., Non-Qualified Plans
Education
University of Tennessee-Knoxville - College of Business Administration 1994 — 1998
Business, Finance
Ken Lampos's Raymond James & Associates, Inc Experience October 1992 - Present
Job Senior Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. October 1992 - Present
Boger, Martin & Fairchild June 1986 - October 1992
Skills
Estate Planning, Retirement Planning, Life Insurance, Stock and Bond..., Qualified Retirement..., retirement income..., Risk Management
Education
Indiana University Bloomington 1982 — 1986
BS, Journalism
Raymond James & Associates, Inc. October 1992 - Present
Boger, Martin & Fairchild June 1986 - October 1992
Skills
Estate Planning, Retirement Planning, Life Insurance, Stock and Bond..., Qualified Retirement..., retirement income..., Risk Management
Education
Indiana University Bloomington 1982 — 1986
BS, Journalism
Eileen Distelrath Eileen Distelrath's Raymond James & Associates, Inc Experience June 2013 - Present
Job Sales Associate at Raymond James & Associates, Inc
Industry Insurance
Experience
Raymond James & Associates, Inc. June 2013 - Present
The Hanover Insurance Group April 1999 - June 2002
Jackson National Life September 1995 - April 1999
Education
Cleary University 2000 — 2001
Bachelor of Business Administration (B.B.A.), Marketing, 3.93
Delta College
Associate's degree, Business Administration and Management, General
Raymond James & Associates, Inc. June 2013 - Present
The Hanover Insurance Group April 1999 - June 2002
Jackson National Life September 1995 - April 1999
Education
Cleary University 2000 — 2001
Bachelor of Business Administration (B.B.A.), Marketing, 3.93
Delta College
Associate's degree, Business Administration and Management, General
Peter Knezevich II, CFP®, CRPC®'s Raymond James & Associates, Inc Experience May 2014 - Present
Job Compliance Specialist – Capital Markets at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. May 2014 - Present
Raymond James Financial Services, Inc. April 2012 - May 2014
USAA September 2010 - March 2012
Waddell & Reed January 2009 - June 2010
Ameriprise Financial Services, Inc. August 2007 - October 2008
Skills
Series 7, Series 66, Series 24, 2-15 Life, Health, and..., Financial Planning, Risk Management, Tax Planning, Retirement Planning, Investment Planning, Estate Planning, FINRA, Social Media, Outlook, Investments, Financial Advisory, Portfolio Management, Securities, Strategic Financial..., Uniform Combined State..., Asset Allocation, Financial Services, Mutual Funds
Education
Florida State University 2003 — 2007
Bachelor of Science (BS), Finance, General
Raymond James & Associates, Inc. May 2014 - Present
Raymond James Financial Services, Inc. April 2012 - May 2014
USAA September 2010 - March 2012
Waddell & Reed January 2009 - June 2010
Ameriprise Financial Services, Inc. August 2007 - October 2008
Skills
Series 7, Series 66, Series 24, 2-15 Life, Health, and..., Financial Planning, Risk Management, Tax Planning, Retirement Planning, Investment Planning, Estate Planning, FINRA, Social Media, Outlook, Investments, Financial Advisory, Portfolio Management, Securities, Strategic Financial..., Uniform Combined State..., Asset Allocation, Financial Services, Mutual Funds
Education
Florida State University 2003 — 2007
Bachelor of Science (BS), Finance, General
Debbie Palombo Debbie Palombo's Raymond James & Associates, Inc Experience January 2007 - February 2007
Job Independent Individual & Family Services Professional
Industry Individual & Family Services
Experience
Various Community, Educational and Religious Organizations 1986 - Present
Frank and Carmelinda Palombo; Anthony Folcarelli, Sr. June 2004 - November 2009
Raymond James & Associates, Inc. January 2007 - February 2007
Ann Taylor, Candidate for Probate Judge 1997 - 1998
Kenbee Management, Inc. October 1981 - October 1986
General Cigar And Tobacco Company January 1981 - July 1981
Temple University 1975 - 1980
Skills
Fundraising, Non-profits, Healthcare, Entrepreneurship, Event Management, Event Planning, Community Outreach, Leadership, Public Speaking, Nonprofits, Negotiation, Public Relations, Social Media, Teaching, Program Management, Strategic Planning, Leadership Development, Volunteer Management, Organizational..., Research, Marketing, Grant Writing, Management, Team Leadership, Sales, Team Building, Training
Education
Temple University 1975 — 1980
BA, 01/81, CLA, German
Souderton High School
Various Community, Educational and Religious Organizations 1986 - Present
Frank and Carmelinda Palombo; Anthony Folcarelli, Sr. June 2004 - November 2009
Raymond James & Associates, Inc. January 2007 - February 2007
Ann Taylor, Candidate for Probate Judge 1997 - 1998
Kenbee Management, Inc. October 1981 - October 1986
General Cigar And Tobacco Company January 1981 - July 1981
Temple University 1975 - 1980
Skills
Fundraising, Non-profits, Healthcare, Entrepreneurship, Event Management, Event Planning, Community Outreach, Leadership, Public Speaking, Nonprofits, Negotiation, Public Relations, Social Media, Teaching, Program Management, Strategic Planning, Leadership Development, Volunteer Management, Organizational..., Research, Marketing, Grant Writing, Management, Team Leadership, Sales, Team Building, Training
Education
Temple University 1975 — 1980
BA, 01/81, CLA, German
Souderton High School
Joann Steiff Joann Steiff's Raymond James & Associates, Inc Experience February 2015 - August 2015
Job Child Protective Specialist at Manatee County Sheriff's Office
Industry Higher Education
Experience
Manatee County Sheriff's Office August 2015 - Present
Raymond James & Associates, Inc. February 2015 - August 2015
Victoria's Secret August 2012 - 2015
The Bronzing Bar Tanning Salon July 2011 - August 2012
ARAMARK Refreshment Services December 2010 - May 2011
Sonic Drive-In August 2006 - August 2010
Skills
Time Management, Food, Customer Service, Management, Sales, Customer Satisfaction, Retail, Inventory Management, Leadership, Customer Experience, Communication, Profit, Sales Management, Selling, Teamwork, Cashiering, Merchandising, Inventory Control
Education
University of South Florida - College of Business Administration 2008 — 2013
Management
South Dakota State University 2010 — 2011
Agricultural Business and Management, Junior
Manatee County Sheriff's Office August 2015 - Present
Raymond James & Associates, Inc. February 2015 - August 2015
Victoria's Secret August 2012 - 2015
The Bronzing Bar Tanning Salon July 2011 - August 2012
ARAMARK Refreshment Services December 2010 - May 2011
Sonic Drive-In August 2006 - August 2010
Skills
Time Management, Food, Customer Service, Management, Sales, Customer Satisfaction, Retail, Inventory Management, Leadership, Customer Experience, Communication, Profit, Sales Management, Selling, Teamwork, Cashiering, Merchandising, Inventory Control
Education
University of South Florida - College of Business Administration 2008 — 2013
Management
South Dakota State University 2010 — 2011
Agricultural Business and Management, Junior
Luke Brandenberg Luke Brandenberg's Raymond James & Associates, Inc Experience July 2009 - June 2010
Job Vice President at EnCap Investments, L.P.
Industry Venture Capital & Private Equity
Experience
EnCap Investments, L.P. January 2014 - Present
EnCap Investments, L.P. August 2010 - December 2013
Raymond James & Associates, Inc. July 2009 - June 2010
Raymond James & Associates, Inc. June 2007 - June 2009
FBR Capital Markets Corporation June 2006 - August 2006
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BBA, Finance and Business Honors
EnCap Investments, L.P. January 2014 - Present
EnCap Investments, L.P. August 2010 - December 2013
Raymond James & Associates, Inc. July 2009 - June 2010
Raymond James & Associates, Inc. June 2007 - June 2009
FBR Capital Markets Corporation June 2006 - August 2006
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BBA, Finance and Business Honors
Virginia(Gina) Banker's Raymond James & Associates, Inc Experience July 2012 - Present
Job Perfomance Test Analyst at Raymond James & Associates, Inc
Industry Information Technology and Services
Experience
Raymond James & Associates, Inc July 2012 - Present
Raymond James & Associates, Inc June 2010 - Present
North Carolina Education Lottery November 2008 - May 2011
Saber Goverment Solutions, an EDS Company June 2007 - November 2008
Raymond James & Assoc. 2000 - 2007
Skills
User Acceptance Testing, Quality Center, SDLC, Software Quality..., Visio, Test Planning, Requirements Analysis, Software Documentation, QTP, Quality Assurance, Test Automation, Waterfall, Regression Testing, SQL, Manual Testing, LoadRunner, SharePoint, Testing, Process Improvement, Software Project..., Software Development, Requirements Gathering, Test Cases, Agile Methodologies, Business Analysis, Integration, .NET, C#, SOA, Defect Tracking, System Testing, Microsoft SQL Server, Systems Analysis, Scrum, Visual Studio, T-SQL, Integration Testing, Performance Testing, Business Requirements, Test Management
Education
University of South Florida - College of Business Administration 2001 — 2004
Masters in MIS, Management of Information Systems
Raymond James & Associates, Inc July 2012 - Present
Raymond James & Associates, Inc June 2010 - Present
North Carolina Education Lottery November 2008 - May 2011
Saber Goverment Solutions, an EDS Company June 2007 - November 2008
Raymond James & Assoc. 2000 - 2007
Skills
User Acceptance Testing, Quality Center, SDLC, Software Quality..., Visio, Test Planning, Requirements Analysis, Software Documentation, QTP, Quality Assurance, Test Automation, Waterfall, Regression Testing, SQL, Manual Testing, LoadRunner, SharePoint, Testing, Process Improvement, Software Project..., Software Development, Requirements Gathering, Test Cases, Agile Methodologies, Business Analysis, Integration, .NET, C#, SOA, Defect Tracking, System Testing, Microsoft SQL Server, Systems Analysis, Scrum, Visual Studio, T-SQL, Integration Testing, Performance Testing, Business Requirements, Test Management
Education
University of South Florida - College of Business Administration 2001 — 2004
Masters in MIS, Management of Information Systems
Melanie Hicks's Raymond James & Associates, Inc Experience 2005 - 2007
Job Higher Education Professional
Industry Higher Education
Experience
Eastern Michigan University 2010 - Present
Eastern Michigan University 2007 - 2010
Raymond James & Associates, Inc. 2005 - 2007
Skills
Leadership
Education
Central Michigan University 2014 — 2016
MSA-Human Resources
Eastern Michigan University 2013 — 2014
Graduate Certificate in Entrepreneurship, Entrepreneurship/Entrepreneurial Studies
Michigan State University 2002 — 2005
Bachelor of Arts (B.A.), Interdisciplinary Studies of Social Science-Human Resources
Eastern Michigan University 2010 - Present
Eastern Michigan University 2007 - 2010
Raymond James & Associates, Inc. 2005 - 2007
Skills
Leadership
Education
Central Michigan University 2014 — 2016
MSA-Human Resources
Eastern Michigan University 2013 — 2014
Graduate Certificate in Entrepreneurship, Entrepreneurship/Entrepreneurial Studies
Michigan State University 2002 — 2005
Bachelor of Arts (B.A.), Interdisciplinary Studies of Social Science-Human Resources
Frank Behzad Frank Behzad's Raymond James & Associates, Inc Experience August 2007 - March 2009
Job Business / Usability Analyst
Industry Computer Software
Experience
Wells Fargo September 2013 - Present
Look Design Services June 2013 - Present
ConnectWise March 2009 - May 2013
Raymond James & Associates, Inc August 2007 - March 2009
Skills
Visio, Business Analysis, Requirements Analysis, SDLC, Agile Methodologies, Cloud Computing, SaaS, eGRC, SQL, Integration, Troubleshooting, Vendor Management, XML, Microsoft SQL Server, User-centered Design, User Experience, Wire Framing, Rapid Prototyping, CSS, Adobe Creative Suite
Education
University of South Florida
B.S., Management Information Systems
Wells Fargo September 2013 - Present
Look Design Services June 2013 - Present
ConnectWise March 2009 - May 2013
Raymond James & Associates, Inc August 2007 - March 2009
Skills
Visio, Business Analysis, Requirements Analysis, SDLC, Agile Methodologies, Cloud Computing, SaaS, eGRC, SQL, Integration, Troubleshooting, Vendor Management, XML, Microsoft SQL Server, User-centered Design, User Experience, Wire Framing, Rapid Prototyping, CSS, Adobe Creative Suite
Education
University of South Florida
B.S., Management Information Systems
Kelly Shane Kelly Shane's Raymond James & Associates, Inc Experience 1999 - 2005
Job Regional Director at Wells Fargo Funds Distributor, LLC.
Industry Financial Services
Experience
Wells Fargo Funds Distributor, LLC. Internal WholesalerRaymond James & Associates, Inc2005 - 2008
Raymond James & Associates, Inc 1999 - 2005
Education
University of South Florida 1997 — 1998
Bachelor of Science, Business Administration
University of Iowa 1995 — 1997
Business Administration
Wells Fargo Funds Distributor, LLC. Internal WholesalerRaymond James & Associates, Inc2005 - 2008
Raymond James & Associates, Inc 1999 - 2005
Education
University of South Florida 1997 — 1998
Bachelor of Science, Business Administration
University of Iowa 1995 — 1997
Business Administration
Amanda Kay Verner Thompson's Raymond James & Associates, Inc Experience February 2013 - Present
Job Vice President at Raymond James Healthcare Investment Banking
Industry Investment Banking
Experience
Raymond James & Associates, Inc. February 2013 - Present
Raymond James Morgan Keegan June 2012 - February 2013
Raymond James Morgan Keegan April 2012 - June 2012
Morgan Keegan & Co. July 2009 - April 2012
Shattuck Hammond Partners, a division of Morgan Keegan & Co. July 2008 - June 2009
Shattuck Hammond Partners, a division of Morgan Keegan & Co. May 2007 - June 2008
Shattuck Hammond Partners LLC July 2006 - May 2007
Skills
Valuation, Investment Banking, Capital Markets, Private Equity, Equity Research, M&A experience, Financial Modeling, Bloomberg, Due Diligence, Corporate Development, Venture Capital, Equities, Fixed Income, Leveraged Finance
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Biology, General
Raymond James & Associates, Inc. February 2013 - Present
Raymond James Morgan Keegan June 2012 - February 2013
Raymond James Morgan Keegan April 2012 - June 2012
Morgan Keegan & Co. July 2009 - April 2012
Shattuck Hammond Partners, a division of Morgan Keegan & Co. July 2008 - June 2009
Shattuck Hammond Partners, a division of Morgan Keegan & Co. May 2007 - June 2008
Shattuck Hammond Partners LLC July 2006 - May 2007
Skills
Valuation, Investment Banking, Capital Markets, Private Equity, Equity Research, M&A experience, Financial Modeling, Bloomberg, Due Diligence, Corporate Development, Venture Capital, Equities, Fixed Income, Leveraged Finance
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Biology, General
Giovanni Gonzalez Giovanni Gonzalez's Raymond James & Associates, Inc Experience March 2010 - October 2011
Job QA Test Engineer at Innovative Management Concepts
Industry Information Technology and Services
Experience
Innovative Management Concepts July 2012 - Present
PwC October 2011 - July 2012
Raymond James & Associates, Inc March 2010 - October 2011
Skills
Microsoft Office, Access, Social Media Marketing, Public Speaking, Customer Service, Visio, Team Leadership, Analysis, Management, Business Analysis, Social Media, Microsoft Excel, Team Building, Financial Analysis, Quality Assurance, Leadership, Process Improvement, Data Analysis, Event Planning, Project Management, Software Documentation, Program Management
Education
University of South Florida - College of Business Administration 2007 — 2011
Management Information Systems, Business
Innovative Management Concepts July 2012 - Present
PwC October 2011 - July 2012
Raymond James & Associates, Inc March 2010 - October 2011
Skills
Microsoft Office, Access, Social Media Marketing, Public Speaking, Customer Service, Visio, Team Leadership, Analysis, Management, Business Analysis, Social Media, Microsoft Excel, Team Building, Financial Analysis, Quality Assurance, Leadership, Process Improvement, Data Analysis, Event Planning, Project Management, Software Documentation, Program Management
Education
University of South Florida - College of Business Administration 2007 — 2011
Management Information Systems, Business
Nicole McLeod, CFP®, AIF® Nicole McLeod, CFP®, AIF®'s Raymond James & Associates, Inc Experience January 2011 - Present
Job Vice President, Investments | CERTIFIED FINANCIAL PLANNER(TM) | at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc. January 2011 - Present
Raymond James & Associates, Inc. (Morgan Keegan) October 2007 - December 2010
Skills
Personal Financial..., Investment Management..., Retirement Planning, Estate Planning & Trust..., Education Planning, Charitable Planning, Life Insurance..., Stock Option Plan..., Family Wealth Consulting, Family Office Consulting, Business Succession..., General Business..., Qualified Retirement..., Non-Qualified Plans
Education
University of Tennessee-Knoxville - College of Business Administration 2003 — 2007
Business, Finance
Raymond James & Associates, Inc. January 2011 - Present
Raymond James & Associates, Inc. (Morgan Keegan) October 2007 - December 2010
Skills
Personal Financial..., Investment Management..., Retirement Planning, Estate Planning & Trust..., Education Planning, Charitable Planning, Life Insurance..., Stock Option Plan..., Family Wealth Consulting, Family Office Consulting, Business Succession..., General Business..., Qualified Retirement..., Non-Qualified Plans
Education
University of Tennessee-Knoxville - College of Business Administration 2003 — 2007
Business, Finance
Justin Ludwiszewski's Raymond James & Associates, Inc Experience May 2005 - June 2005
Job Supervisor, Program Controls at General Dynamics OTS
Industry Defense & Space
Experience
General Dynamics OTS June 2013 - Present
General Dynamics OTS March 2012 - May 2013
General Dynamics OTS March 2011 - February 2012
General Dynamics OTS March 2010 - February 2011
General Dynamics OTS November 2008 - February 2010
General Dynamics OTS March 2008 - November 2008
General Dynamics OTS January 2007 - February 2008
Raymond James & Associates, Inc May 2005 - June 2005
Skills
Government Contracting, Accounting, Government, Contract Management, Financial Reporting, Program Controls, Financial Analysis, Forecasting, Six Sigma, Earned Value Management, Program Management, Process Improvement, Risk Management, Proposal Writing, Strategic Planning, Data Analysis, Cross-functional Team..., FAR
Education
University of South Florida 2011 — 2012
Master's, MBA
University of South Florida 2002 — 2006
Bachelor's, Double Major: Accounting & Finance
General Dynamics OTS June 2013 - Present
General Dynamics OTS March 2012 - May 2013
General Dynamics OTS March 2011 - February 2012
General Dynamics OTS March 2010 - February 2011
General Dynamics OTS November 2008 - February 2010
General Dynamics OTS March 2008 - November 2008
General Dynamics OTS January 2007 - February 2008
Raymond James & Associates, Inc May 2005 - June 2005
Skills
Government Contracting, Accounting, Government, Contract Management, Financial Reporting, Program Controls, Financial Analysis, Forecasting, Six Sigma, Earned Value Management, Program Management, Process Improvement, Risk Management, Proposal Writing, Strategic Planning, Data Analysis, Cross-functional Team..., FAR
Education
University of South Florida 2011 — 2012
Master's, MBA
University of South Florida 2002 — 2006
Bachelor's, Double Major: Accounting & Finance
Aaron M. Gabriel, CFP®, CIMA® Aaron M. Gabriel, CFP®, CIMA®'s Raymond James & Associates, Inc Experience May 2008 - May 2014
Job President at The Gabriel Group | Raymond James
Industry Investment Management
Experience
The Gabriel Group Raymond James May 2014 - Present
Raymond James & Associates, Inc. May 2008 - May 2014
A.G. Edwards November 1996 - May 2008
KEMPER Securities August 1990 - November 1996
Franklin/Templeton Group January 1988 - August 1990
Education
St. Mary's College of California 2000 — 2002
MBA, Business Strategy
The Gabriel Group Raymond James May 2014 - Present
Raymond James & Associates, Inc. May 2008 - May 2014
A.G. Edwards November 1996 - May 2008
KEMPER Securities August 1990 - November 1996
Franklin/Templeton Group January 1988 - August 1990
Education
St. Mary's College of California 2000 — 2002
MBA, Business Strategy
Rex Munsey Rex Munsey's Raymond James & Associates, Inc Experience February 1994 - May 1999
Job Material Handler at FedEx Express
Industry Financial Services
Experience
FedEx Express December 2013 - Present
LionLux LED January 2013 - Present
Girard Securities March 2006 - 2013
Spelman & Company, Inc. November 2000 - March 2006
Legacy Securities, Inc. March 1999 - November 2000
Raymond James & Associates, Inc. February 1994 - May 1999
Skills
Finance, Financial Advisory, Investments, Retirement Planning, Asset Management, Retirement, Portfolio Management, Equities, Fixed Income, Financial Services, Series 7, Insurance, Series 63, Investment Advisory, Financial Planning
Education
The University of Memphis 1979 — 1983
White Station High School 1977 — 1979
FedEx Express December 2013 - Present
LionLux LED January 2013 - Present
Girard Securities March 2006 - 2013
Spelman & Company, Inc. November 2000 - March 2006
Legacy Securities, Inc. March 1999 - November 2000
Raymond James & Associates, Inc. February 1994 - May 1999
Skills
Finance, Financial Advisory, Investments, Retirement Planning, Asset Management, Retirement, Portfolio Management, Equities, Fixed Income, Financial Services, Series 7, Insurance, Series 63, Investment Advisory, Financial Planning
Education
The University of Memphis 1979 — 1983
White Station High School 1977 — 1979
Pamela Stergios Pamela Stergios's Raymond James & Associates, Inc Experience January 2011 - April 2014
Job Tax Credit Analyst at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. April 2014 - Present
Raymond James & Associates, Inc January 2011 - April 2014
University of Tampa August 2009 - January 2011
Data Dome, Inc. June 2010 - August 2010
Bank of America May 2009 - August 2009
Tampa Bay Federal Credit Union May 2006 - May 2009
University of South Florida August 2004 - May 2006
OfficeTeam May 2005 - August 2005
Education
University of Tampa - John H. Sykes College of Business 2009 — 2010
Master's degree, Finance
University of South Florida 2002 — 2007
B.A., Finance and International Business
Raymond James Financial Inc. April 2014 - Present
Raymond James & Associates, Inc January 2011 - April 2014
University of Tampa August 2009 - January 2011
Data Dome, Inc. June 2010 - August 2010
Bank of America May 2009 - August 2009
Tampa Bay Federal Credit Union May 2006 - May 2009
University of South Florida August 2004 - May 2006
OfficeTeam May 2005 - August 2005
Education
University of Tampa - John H. Sykes College of Business 2009 — 2010
Master's degree, Finance
University of South Florida 2002 — 2007
B.A., Finance and International Business
Yessenia Velez Yessenia Velez's Raymond James & Associates, Inc Experience October 2012 - Present
Job Operations Control Specialist at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc October 2012 - Present
Raymond James & Associates, Inc August 2008 - December 2012
United States Air Force February 2001 - February 2005
Education
University of South Florida 2005 — 2008
Bachelors, Business Administration
Raymond James & Associates, Inc October 2012 - Present
Raymond James & Associates, Inc August 2008 - December 2012
United States Air Force February 2001 - February 2005
Education
University of South Florida 2005 — 2008
Bachelors, Business Administration
Michael Talaska Michael Talaska's Raymond James & Associates, Inc Experience August 2004 - Present
Job Technology Manager, Security Engineering at Raymond James Financials
Industry Financial Services
Experience
Raymond James Financials March 2015 - Present
Raymond James & Associates, Inc August 2004 - Present
Skills
SQL, Requirements Analysis, SDLC, SharePoint, Business Analysis, Microsoft SQL Server, Visio, T-SQL, WCF, Software Development, Visual Studio, Integration, Databases, JavaScript, Database Design, Web Applications, Data Modeling, C#, SSIS, Agile Methodologies, Scrum, Testing, UML, Agile Project Management, Software Project..., Web Services, Quality Center, .NET, Oracle, Software Documentation, XML, IIS, Data Warehousing, ASP.NET, SOA, Enterprise Architecture, Solution Architecture, SSRS, Java, VB.NET, Visual Basic, Unix, Requirements Gathering, Systems Analysis, User Acceptance Testing, ITIL, Management, Project Management, Process Improvement
Education
University of South Florida 2006 — 2010
Master of Business Administration (M.B.A.), International Business, Management
University of West Florida 2001 — 2004
Master's Degree, Political Science and Government
University of West Florida 1992 — 1996
Bachelor's degree, Physics with Computer Science
Raymond James Financials March 2015 - Present
Raymond James & Associates, Inc August 2004 - Present
Skills
SQL, Requirements Analysis, SDLC, SharePoint, Business Analysis, Microsoft SQL Server, Visio, T-SQL, WCF, Software Development, Visual Studio, Integration, Databases, JavaScript, Database Design, Web Applications, Data Modeling, C#, SSIS, Agile Methodologies, Scrum, Testing, UML, Agile Project Management, Software Project..., Web Services, Quality Center, .NET, Oracle, Software Documentation, XML, IIS, Data Warehousing, ASP.NET, SOA, Enterprise Architecture, Solution Architecture, SSRS, Java, VB.NET, Visual Basic, Unix, Requirements Gathering, Systems Analysis, User Acceptance Testing, ITIL, Management, Project Management, Process Improvement
Education
University of South Florida 2006 — 2010
Master of Business Administration (M.B.A.), International Business, Management
University of West Florida 2001 — 2004
Master's Degree, Political Science and Government
University of West Florida 1992 — 1996
Bachelor's degree, Physics with Computer Science
James Stramino James Stramino's Raymond James & Associates, Inc Experience April 2011 - Present
Job Intern at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc April 2011 - Present
WellCare April 2008 - April 2009
Bank of America January 2007 - April 2009
Skills
Budgets, Accounts Receivable
Education
University of South Florida 2009 — 2011
Master Science in Finance /Accounting
University of Tampa - John H. Sykes College of Business 2005 — 2009
Economics
Raymond James & Associates, Inc April 2011 - Present
WellCare April 2008 - April 2009
Bank of America January 2007 - April 2009
Skills
Budgets, Accounts Receivable
Education
University of South Florida 2009 — 2011
Master Science in Finance /Accounting
University of Tampa - John H. Sykes College of Business 2005 — 2009
Economics
Gordon Morse Gordon Morse's Raymond James & Associates, Inc Experience July 2008 - Present
Job Senior Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. July 2008 - Present
Raymond James 2008 - Present
Jefferies & Company July 2006 - April 2008
Bear Stearns August 1995 - April 2006
Education
The Ohio State University 1980 — 1984
BA, English
Raymond James & Associates, Inc. July 2008 - Present
Raymond James 2008 - Present
Jefferies & Company July 2006 - April 2008
Bear Stearns August 1995 - April 2006
Education
The Ohio State University 1980 — 1984
BA, English
Keith Homme Keith Homme's Raymond James & Associates, Inc Experience August 1998 - Present
Job Associate Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc. August 1998 - Present
Education
Syracuse University 1979 — 1980
State University of New York College at Brockport 1974 — 1978
BS, Biology, Chemistry, Physics
Raymond James & Associates, Inc. August 1998 - Present
Education
Syracuse University 1979 — 1980
State University of New York College at Brockport 1974 — 1978
BS, Biology, Chemistry, Physics
James Stauss's Raymond James & Associates, Inc Experience April 2009 - March 2010
Job Senior Director Sales at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors November 2014 - Present
Optimal Blue Secondary Services (formerly Secondary Interactive) January 2012 - October 2014
Janney Montgomery Scott March 2010 - November 2011
Raymond James & Associates, Inc. April 2009 - March 2010
Bear Stearns & Company, Inc. November 2004 - March 2008
Dorado Corp 2001 - 2005
Pedestal, Inc. 1999 - 2001
GE Capital Mortgage Corp. 1992 - 1994
Shearson Lehman Mortgage Conduit 1989 - 1992
NorthEastern Mortgage 1986 - 1989
Skills
Series 7, Series 63, Capital Markets, Fixed Income, Bloomberg
Education
Denison University 1982 — 1986
B.A, Psychology
Deerfield Academy 1981 — 1982
Falmouth High School
Newbold Advisors November 2014 - Present
Optimal Blue Secondary Services (formerly Secondary Interactive) January 2012 - October 2014
Janney Montgomery Scott March 2010 - November 2011
Raymond James & Associates, Inc. April 2009 - March 2010
Bear Stearns & Company, Inc. November 2004 - March 2008
Dorado Corp 2001 - 2005
Pedestal, Inc. 1999 - 2001
GE Capital Mortgage Corp. 1992 - 1994
Shearson Lehman Mortgage Conduit 1989 - 1992
NorthEastern Mortgage 1986 - 1989
Skills
Series 7, Series 63, Capital Markets, Fixed Income, Bloomberg
Education
Denison University 1982 — 1986
B.A, Psychology
Deerfield Academy 1981 — 1982
Falmouth High School
George Debnam, Jr. George Debnam, Jr.'s Raymond James & Associates, Inc Experience February 2009 - Present
Job Vice President, Investments at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates, Inc. February 2009 - Present
Morgan Stanley Smith Barney January 2001 - February 2009
Skills
Investment Management, Retirement Planning, Risk Management, Estate Planning, Education Planning, Business Succession..., Investments, Wealth Management, Securities, Financial Advisory, Finance, Financial Services, Series 7, Mutual Funds, Asset Allocation
Education
PG 1983 — 1987
College of Charleston
Bachelor of Arts (B.A.), Political Science and Government
Raymond James & Associates, Inc. February 2009 - Present
Morgan Stanley Smith Barney January 2001 - February 2009
Skills
Investment Management, Retirement Planning, Risk Management, Estate Planning, Education Planning, Business Succession..., Investments, Wealth Management, Securities, Financial Advisory, Finance, Financial Services, Series 7, Mutual Funds, Asset Allocation
Education
PG 1983 — 1987
College of Charleston
Bachelor of Arts (B.A.), Political Science and Government
Puran Sugrim Puran Sugrim's Raymond James & Associates, Inc Experience November 2011 - February 2013
Job Retail Investment Service Associate at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price February 2013 - Present
Raymond James & Associates, Inc November 2011 - February 2013
Raymond James & Associates, Inc February 2011 - October 2011
Raymond James & Associates, Inc May 2010 - August 2010
Skills
Proficient in Microsoft..., Sharepoint experience, Strong Microsoft Excel..., Client/Vendor..., Program Implementation, Superior Customer..., Budgeting, Operations, Negotiations, Marketing, B2C Sales, Process Improvement, Attention to Detail, Project Management, Strong Interpersonal..., Customer Service, SharePoint, Negotiation
Education
University of South Florida 2009 — 2011
Bachelor of Science, Finance
Hillsborough Community College 2006 — 2008
Associate in Arts, Business Administration
T. Rowe Price February 2013 - Present
Raymond James & Associates, Inc November 2011 - February 2013
Raymond James & Associates, Inc February 2011 - October 2011
Raymond James & Associates, Inc May 2010 - August 2010
Skills
Proficient in Microsoft..., Sharepoint experience, Strong Microsoft Excel..., Client/Vendor..., Program Implementation, Superior Customer..., Budgeting, Operations, Negotiations, Marketing, B2C Sales, Process Improvement, Attention to Detail, Project Management, Strong Interpersonal..., Customer Service, SharePoint, Negotiation
Education
University of South Florida 2009 — 2011
Bachelor of Science, Finance
Hillsborough Community College 2006 — 2008
Associate in Arts, Business Administration
James Feit James Feit's Raymond James & Associates, Inc Experience March 1989 - Present
Job Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. March 1989 - Present
Education
Queen's College 1967 — 1971
BA, POLITICAL SCIENCE/ACCOUNTING
Raymond James & Associates, Inc. March 1989 - Present
Education
Queen's College 1967 — 1971
BA, POLITICAL SCIENCE/ACCOUNTING
J. Arnold, MBA J. Arnold, MBA's Raymond James & Associates, Inc Experience December 2009 - November 2011
Job VP Commercial Banking Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank February 2013 - Present
The State Bank and Trust Company November 2011 - February 2013
Raymond James & Associates, Inc. December 2009 - November 2011
Old National Bank September 2007 - October 2009
Lake City Bank July 2000 - September 2007
Union Federal Bank May 1996 - April 1999
Indiana National Bank/NBD Bank May 1989 - May 1996
Skills
Commercial Lending, Loans, Banking, Small Business Lending, Commercial Banking, Credit, Credit Analysis, Portfolio Management, Financial Analysis, Series 7, Investments, Mortgage Lending, Risk Management, Cash Management, Lines Of Credit, Consumer Lending, Finance, Financial Services, Loan Origination, Retail Banking, Retirement Planning, Small Business, Strategic Financial..., Underwriting
Education
Indiana University—Purdue University Fort Wayne 1990 — 1995
MBA, Business
DePauw University 1985 — 1989
BA, Economics
Greencastle High School 1981 — 1985
Fifth Third Bank February 2013 - Present
The State Bank and Trust Company November 2011 - February 2013
Raymond James & Associates, Inc. December 2009 - November 2011
Old National Bank September 2007 - October 2009
Lake City Bank July 2000 - September 2007
Union Federal Bank May 1996 - April 1999
Indiana National Bank/NBD Bank May 1989 - May 1996
Skills
Commercial Lending, Loans, Banking, Small Business Lending, Commercial Banking, Credit, Credit Analysis, Portfolio Management, Financial Analysis, Series 7, Investments, Mortgage Lending, Risk Management, Cash Management, Lines Of Credit, Consumer Lending, Finance, Financial Services, Loan Origination, Retail Banking, Retirement Planning, Small Business, Strategic Financial..., Underwriting
Education
Indiana University—Purdue University Fort Wayne 1990 — 1995
MBA, Business
DePauw University 1985 — 1989
BA, Economics
Greencastle High School 1981 — 1985
Sanja Smajlovic Sanja Smajlovic's Raymond James & Associates, Inc Experience November 2007 - October 2009
Job Financial Services
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Invest Financial September 2014 - May 2015
Raymond James Financial Services May 2011 - September 2014
Raymond James Financial Services October 2009 - May 2011
Raymond James & Associates, Inc November 2007 - October 2009
Skills
Series 7, Series 24, Compliance, FINRA, Licensed Life & Health..., Variable Annuities
Education
University of South Florida 2003 — 2007
Bachelor, Finance
Raymond James Financial, Inc. June 2015 - Present
Invest Financial September 2014 - May 2015
Raymond James Financial Services May 2011 - September 2014
Raymond James Financial Services October 2009 - May 2011
Raymond James & Associates, Inc November 2007 - October 2009
Skills
Series 7, Series 24, Compliance, FINRA, Licensed Life & Health..., Variable Annuities
Education
University of South Florida 2003 — 2007
Bachelor, Finance
Darrin Halsey Darrin Halsey's Raymond James & Associates, Inc Experience September 2006 - April 2009
Job Certified Financial Planner/Founder at Halsey & Company Advisory Services
Industry Financial Services
Experience
Halsey & Company Advisory Services April 2009 - Present
Raymond James & Associates, Inc. September 2006 - April 2009
A.G. Edwards & Sons, Inc. September 1998 - September 2005
Skills
Insurance, Budgeting, Strategic Planning, Retirement Planning, Financial Planning, Estate Planning, Retirement, Wealth Management, Investment Advisory, Investments, Asset Allocation, Asset Management, Financial Advisory, Series 7, Wealth, Insurance Planning, Investment Strategies, Wealth Transfer, Annuities, Portfolio Management, Charitable Giving, Securities, Strategic Financial..., Fixed Annuities, Budgets, Financial Planners, Finance, FINRA, IRAs, Financial Services, Long-term Care, Life Insurance, Disability Insurance, Term Life Insurance, Wealth Management..., Small Business, Wealth Accumulation, 401k Rollovers, Certified Financial..., Series 65, High Net Worth..., 401k, Roth IRA, Financial Goals, College Savings Plans, ETFs, Retirement Savings, Personal Financial...
Education
Lehigh University 1991 — 1993
Master of Arts (M.A.), Social Relations
Lehigh University 1987 — 1991
Bachelor of Arts (B.A.), International Business
Halsey & Company Advisory Services April 2009 - Present
Raymond James & Associates, Inc. September 2006 - April 2009
A.G. Edwards & Sons, Inc. September 1998 - September 2005
Skills
Insurance, Budgeting, Strategic Planning, Retirement Planning, Financial Planning, Estate Planning, Retirement, Wealth Management, Investment Advisory, Investments, Asset Allocation, Asset Management, Financial Advisory, Series 7, Wealth, Insurance Planning, Investment Strategies, Wealth Transfer, Annuities, Portfolio Management, Charitable Giving, Securities, Strategic Financial..., Fixed Annuities, Budgets, Financial Planners, Finance, FINRA, IRAs, Financial Services, Long-term Care, Life Insurance, Disability Insurance, Term Life Insurance, Wealth Management..., Small Business, Wealth Accumulation, 401k Rollovers, Certified Financial..., Series 65, High Net Worth..., 401k, Roth IRA, Financial Goals, College Savings Plans, ETFs, Retirement Savings, Personal Financial...
Education
Lehigh University 1991 — 1993
Master of Arts (M.A.), Social Relations
Lehigh University 1987 — 1991
Bachelor of Arts (B.A.), International Business
Richard Placey's Raymond James & Associates, Inc Experience May 2010 - Present
Job FA Application Support Analyst at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc May 2010 - Present
Raymond James & Associates, Inc. July 2008 - May 2010
First Advantage Investigative Services May 2003 - May 2008
Nurses, Inc. May 2002 - May 2003
Skills
Financial Analysis, Asset Allocation, Insurance, Investments, Strategic Financial..., Finance, Asset Managment, Sales, Customer Service, Retirement Planning, Retirement, Series 7, Strategic Planning, Portfolio Management, Employee Benefits, Account Management, Salesforce.com, Securities, Risk Management
Education
Georgia Southern University - College of Business Administration 1997 — 2002
BA, Finance w/ emphasis in Real Estate
Raymond James & Associates, Inc May 2010 - Present
Raymond James & Associates, Inc. July 2008 - May 2010
First Advantage Investigative Services May 2003 - May 2008
Nurses, Inc. May 2002 - May 2003
Skills
Financial Analysis, Asset Allocation, Insurance, Investments, Strategic Financial..., Finance, Asset Managment, Sales, Customer Service, Retirement Planning, Retirement, Series 7, Strategic Planning, Portfolio Management, Employee Benefits, Account Management, Salesforce.com, Securities, Risk Management
Education
Georgia Southern University - College of Business Administration 1997 — 2002
BA, Finance w/ emphasis in Real Estate
Jack Kearney Jack Kearney's Raymond James & Associates, Inc Experience 1991 - 1995
Job Member FINRA/SIPC
Industry Investment Banking
Experience
Fallbrook Capital Securities Corporation May 2013 - Present
Dumas Capital Partners March 2013 - Present
BDO Capital Advisors, LLC January 2012 - March 2013
Dumas Capital Partners, LLC August 2003 - January 2012
Crown Press Dallas 2005 - 2008
Daisytek International, Inc. 1999 - 2003
FYI Incorporated 1997 - 1999
Rauscher Pearce Refsnes 1995 - 1998
Raymond James & Associates, Inc. 1991 - 1995
The Robinson Humphrey Company, Inc. 1986 - 1991
Skills
mergers & acquisitions, corporate finance..., financial restructuring, Corporate Finance, Venture Capital, Investment Banking, Divestitures, Financial Modeling, Mergers & Acquisitions, Restructuring, Strategy, M&A experience, Management, Mergers, Negotiation, Finance, Start-ups, Emerging Markets, Capital Raising, Financial Services, Corporate Governance, Investments, Executive Management, Corporate Development, Valuation, Private Equity, Due Diligence, Business Strategy, Leadership, Capital, Entrepreneurship, Middle Market, Financial Structuring, IPO, Strategic Partnerships, Business Development, Budgets, Financial Analysis, Business Valuation, Joint Ventures, Financial Risk, Private Placements, LBO, Capital Markets, Funding, Leveraged Finance, Alternative Investments, Acquisitions, Capital Structure, Growth Capital
Education
Duke University - The Fuqua School of Business 1978 — 1981
Master of Business Administration, Accounting
Duke University School of Law 1977 — 1981
Juris Doctor, Law
State University of New York College at Oneonta 1971 — 1975
Bachelor of Arts, Political Science and Philosophy
Fallbrook Capital Securities Corporation May 2013 - Present
Dumas Capital Partners March 2013 - Present
BDO Capital Advisors, LLC January 2012 - March 2013
Dumas Capital Partners, LLC August 2003 - January 2012
Crown Press Dallas 2005 - 2008
Daisytek International, Inc. 1999 - 2003
FYI Incorporated 1997 - 1999
Rauscher Pearce Refsnes 1995 - 1998
Raymond James & Associates, Inc. 1991 - 1995
The Robinson Humphrey Company, Inc. 1986 - 1991
Skills
mergers & acquisitions, corporate finance..., financial restructuring, Corporate Finance, Venture Capital, Investment Banking, Divestitures, Financial Modeling, Mergers & Acquisitions, Restructuring, Strategy, M&A experience, Management, Mergers, Negotiation, Finance, Start-ups, Emerging Markets, Capital Raising, Financial Services, Corporate Governance, Investments, Executive Management, Corporate Development, Valuation, Private Equity, Due Diligence, Business Strategy, Leadership, Capital, Entrepreneurship, Middle Market, Financial Structuring, IPO, Strategic Partnerships, Business Development, Budgets, Financial Analysis, Business Valuation, Joint Ventures, Financial Risk, Private Placements, LBO, Capital Markets, Funding, Leveraged Finance, Alternative Investments, Acquisitions, Capital Structure, Growth Capital
Education
Duke University - The Fuqua School of Business 1978 — 1981
Master of Business Administration, Accounting
Duke University School of Law 1977 — 1981
Juris Doctor, Law
State University of New York College at Oneonta 1971 — 1975
Bachelor of Arts, Political Science and Philosophy
Carissa Gehring, at ADP-CSSR, PHR, CDR, PRISM Carissa Gehring, at ADP-CSSR, PHR, CDR, PRISM's Raymond James & Associates, Inc Experience April 2005 - March 2007
Job (LION) Senior Sales Recruiter seeking sales rockstars for our industry giant, ADP!
Industry Human Resources
Experience
ADP November 2013 - Present
ADP November 2012 - October 2013
Cbeyond August 2012 - November 2012
Cbeyond December 2010 - August 2012
Raymond James March 2007 - July 2010
Raymond James & Associates, Inc April 2005 - March 2007
Skills
Full-cycle Recruiting, Talent Assessment, Talent Acquisition, Vendor Management, Candidate Selection, Candidate Assessment, Talent Management, Recruitment/Retention, Sourcing, Interviewing, Hiring, College Recruiting, Performance Management, Process Improvement, Employee Relations, HR Policies, Negotiation, HR Consulting, Job Analysis, Technical Recruiting, Applicant Tracking..., Employee Engagement, Workforce Planning, Coaching, HRIS, Compensation, PeopleSoft, Onboarding, Data Validation, Employment Law, Immigration Law, Data Analysis, Statistical Reporting, Telecommunications, kenexa, wonderlic, BrainBench, Assessment Development, Business Process..., Social Networking, Contract Negotiation, Recruiting, Strategic Planning, VoIP, Web Applications, Data Warehousing, Data Center, Disaster Recovery, Network Security, Interviews
Education
University of South Florida 2000 — 2004
B.A., Psychology
cooper city high school 1997 — 2000
Diploma
ADP November 2013 - Present
ADP November 2012 - October 2013
Cbeyond August 2012 - November 2012
Cbeyond December 2010 - August 2012
Raymond James March 2007 - July 2010
Raymond James & Associates, Inc April 2005 - March 2007
Skills
Full-cycle Recruiting, Talent Assessment, Talent Acquisition, Vendor Management, Candidate Selection, Candidate Assessment, Talent Management, Recruitment/Retention, Sourcing, Interviewing, Hiring, College Recruiting, Performance Management, Process Improvement, Employee Relations, HR Policies, Negotiation, HR Consulting, Job Analysis, Technical Recruiting, Applicant Tracking..., Employee Engagement, Workforce Planning, Coaching, HRIS, Compensation, PeopleSoft, Onboarding, Data Validation, Employment Law, Immigration Law, Data Analysis, Statistical Reporting, Telecommunications, kenexa, wonderlic, BrainBench, Assessment Development, Business Process..., Social Networking, Contract Negotiation, Recruiting, Strategic Planning, VoIP, Web Applications, Data Warehousing, Data Center, Disaster Recovery, Network Security, Interviews
Education
University of South Florida 2000 — 2004
B.A., Psychology
cooper city high school 1997 — 2000
Diploma
Marcela Yepes Marcela Yepes's Raymond James & Associates, Inc Experience January 2012 - March 2015
Job Financial Reporting Accountant at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Raymond James & Associates, Inc January 2012 - March 2015
Coca-Cola Refreshments June 2010 - January 2012
Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Finance, Microsoft Office, Access, Leadership, Financial Accounting, Variance Analysis, Account Reconciliation, General Ledger, Internal Controls, Auditing, Project Management, Forecasting, QuickBooks, Sarbanes-Oxley Act, Hyperion Enterprise, US GAAP, Tax, GAAP, Financial Statements, Internal Audit, SEC filings, Managerial Finance, CPA, Strategic Financial..., Cost Accounting
Education
University of South Florida 2007 — 2011
Bachelor of Arts (BA), Accounting and Finance
Raymond James Financial, Inc. March 2015 - Present
Raymond James & Associates, Inc January 2012 - March 2015
Coca-Cola Refreshments June 2010 - January 2012
Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Finance, Microsoft Office, Access, Leadership, Financial Accounting, Variance Analysis, Account Reconciliation, General Ledger, Internal Controls, Auditing, Project Management, Forecasting, QuickBooks, Sarbanes-Oxley Act, Hyperion Enterprise, US GAAP, Tax, GAAP, Financial Statements, Internal Audit, SEC filings, Managerial Finance, CPA, Strategic Financial..., Cost Accounting
Education
University of South Florida 2007 — 2011
Bachelor of Arts (BA), Accounting and Finance
Brian J. Balint, CFP®'s Raymond James & Associates, Inc Experience August 2007 - Present
Job
Industry Investment Management
Experience
Raymond James & Associates, Inc. August 2007 - Present
A.G. Edwards & Sons, Inc. February 2001 - August 2007
AT&T / SBC / Ameritech Yellow Pages June 1989 - December 2000
IDS Financial Services 1987 - 1989
South Bend Medical Foundation, Inc. 1979 - 1987
American Forces Network, Europe 1976 - 1977
25th Infantry Division 1975 - 1976
Skills
Investments, Financial Advisory, Strategic Financial..., Finance, Retirement Planning, Securities, Wealth Management, Mutual Funds, Investment Advisory, Strategy, Series 7, Estate Planning, Asset Allocation
Education
Indiana University South Bend 1984 — 1995
MBA
Indiana University South Bend 1978 — 1982
B.S.
Raymond James & Associates, Inc. August 2007 - Present
A.G. Edwards & Sons, Inc. February 2001 - August 2007
AT&T / SBC / Ameritech Yellow Pages June 1989 - December 2000
IDS Financial Services 1987 - 1989
South Bend Medical Foundation, Inc. 1979 - 1987
American Forces Network, Europe 1976 - 1977
25th Infantry Division 1975 - 1976
Skills
Investments, Financial Advisory, Strategic Financial..., Finance, Retirement Planning, Securities, Wealth Management, Mutual Funds, Investment Advisory, Strategy, Series 7, Estate Planning, Asset Allocation
Education
Indiana University South Bend 1984 — 1995
MBA
Indiana University South Bend 1978 — 1982
B.S.
Michele Bichette Goldman's Raymond James & Associates, Inc Experience March 2010 - Present
Job Financial Advisor
Industry Investment Management
Experience
Raymond James & Associates, Inc. March 2010 - Present
Education
Indiana University Bloomington 1992 — 1996
BA, Biology and Psychology minor in History
Raymond James & Associates, Inc. March 2010 - Present
Education
Indiana University Bloomington 1992 — 1996
BA, Biology and Psychology minor in History
Shayne Jean-Baptiste Shayne Jean-Baptiste's Raymond James & Associates, Inc Experience December 2010 - November 2011
Job Business Analyst, Compliance, Info Sec Specialist
Industry Information Technology and Services
Experience
Ceridian 2012 - Present
JPMorgan Chase November 2011 - September 2012
Raymond James & Associates, Inc December 2010 - November 2011
JP Morgan Chase July 2010 - November 2011
The Learning Lab March 2003 - June 2010
T-Mobile October 2004 - August 2009
BP & Graphics July 1998 - July 2004
Skills
Computer Forensics, Risk Analysis, Information Security, Project Management, SDLC, Siteminder, Change Management, Active Directory, Security, Information Technology, Integration, Management, Testing, Access, SQL, Process Improvement
Education
University of South Florida 1996 — 1999
Bachelors, Management Information Systems
Ceridian 2012 - Present
JPMorgan Chase November 2011 - September 2012
Raymond James & Associates, Inc December 2010 - November 2011
JP Morgan Chase July 2010 - November 2011
The Learning Lab March 2003 - June 2010
T-Mobile October 2004 - August 2009
BP & Graphics July 1998 - July 2004
Skills
Computer Forensics, Risk Analysis, Information Security, Project Management, SDLC, Siteminder, Change Management, Active Directory, Security, Information Technology, Integration, Management, Testing, Access, SQL, Process Improvement
Education
University of South Florida 1996 — 1999
Bachelors, Management Information Systems
Bryant North Bryant North's Raymond James & Associates, Inc Experience November 1993 - July 1998
Job Financial Consultant North Financial Consultants LLC
Industry Investment Management
Experience
North Financial Consultants LLC December 2008 - Present
Raymond James Financial Services, Inc. October 2004 - December 2008
Morgan Keegan & Company, Inc. August 2000 - October 2004
A.G. Edwards & Sons, Inc. July 1998 - August 2000
Raymond James & Associates, Inc. November 1993 - July 1998
Skills
Annuities, Mutual Funds, 401k, 529 Plans, Roth IRA
Education
Florida Atlantic University 1989 — 1992
BA, Finance
North Financial Consultants LLC December 2008 - Present
Raymond James Financial Services, Inc. October 2004 - December 2008
Morgan Keegan & Company, Inc. August 2000 - October 2004
A.G. Edwards & Sons, Inc. July 1998 - August 2000
Raymond James & Associates, Inc. November 1993 - July 1998
Skills
Annuities, Mutual Funds, 401k, 529 Plans, Roth IRA
Education
Florida Atlantic University 1989 — 1992
BA, Finance
Shane Beckman Shane Beckman's Raymond James & Associates, Inc Experience February 2015 - Present
Job Financial Advisor at Raymond James & Associates, Inc.
Industry Banking
Experience
Raymond James & Associates, Inc. February 2015 - Present
Byron Bank November 2012 - February 2015
First National Bank in Amboy March 2007 - November 2012
Skills
Financial Services, Financial Planning, Accounting, Internal Audit, Commercial Banking
Education
Graduate School of Banking - Madison 2010 — 2012
Northern Illinois University 1998 — 2000
Bachelor of Science (B.S.), Accountancy
Dixon High
Raymond James & Associates, Inc. February 2015 - Present
Byron Bank November 2012 - February 2015
First National Bank in Amboy March 2007 - November 2012
Skills
Financial Services, Financial Planning, Accounting, Internal Audit, Commercial Banking
Education
Graduate School of Banking - Madison 2010 — 2012
Northern Illinois University 1998 — 2000
Bachelor of Science (B.S.), Accountancy
Dixon High
Nina Seenath, CIA's Raymond James & Associates, Inc Experience February 2005 - July 2007
Job Vice President (VP) Internal Audit Manager at JPMorgan Chase & Co.
Industry Accounting
Experience
JPMorgan Chase & Co. February 2015 - Present
Nirvana One Ventures LLC dba You Say When Yogurt Shoppe in Summerfield August 2012 - Present
JPMorgan Chase April 2013 - February 2015
The Judge Group September 2012 - March 2013
WellCare May 2012 - August 2012
Institute of Internal Auditors - Florida West Coast Chapter May 2011 - May 2012
Publix Super Markets, Inc. July 2007 - November 2011
Institute of Internal Auditors - Florida West Coast Chapter August 2009 - May 2011
Institute of Internal Auditors - Florida West Coast Chapter September 2007 - August 2009
Raymond James & Associates, Inc February 2005 - July 2007
Skills
Microsoft Office: Word,..., Operational Risk..., SAS70, Internal Audit, Auditing, Internal Controls, IT Audit, Sarbanes-Oxley Act, Risk Assessment, Risk Management, Financial Risk, Enterprise Risk..., Accounting, Financial Reporting, Sarbanes-Oxley, Financial Accounting, Relationship-building..., Analytical Skills, Project Management, Business Process..., Fraud, Due Diligence, Financial Analysis, Policy, Analysis, External Audit, Access, Budgets, Leadership, CISA, SEC filings, Process Improvement, Cash Management, CPA, COSO, Business Process, Financial Audits, Finance, Executive Management, COBIT, Tax, Insurance, Financial Statements, General Ledger, Management, Cash Flow, Governance
Education
University of South Florida - College of Business Administration 2001 — 2004
Masters in Business Administration, Finance, Information Systems, Management
University of South Florida - College of Business Administration 1997 — 2001
Bachelor of Arts, Finance, Marketing and Management
JPMorgan Chase & Co. February 2015 - Present
Nirvana One Ventures LLC dba You Say When Yogurt Shoppe in Summerfield August 2012 - Present
JPMorgan Chase April 2013 - February 2015
The Judge Group September 2012 - March 2013
WellCare May 2012 - August 2012
Institute of Internal Auditors - Florida West Coast Chapter May 2011 - May 2012
Publix Super Markets, Inc. July 2007 - November 2011
Institute of Internal Auditors - Florida West Coast Chapter August 2009 - May 2011
Institute of Internal Auditors - Florida West Coast Chapter September 2007 - August 2009
Raymond James & Associates, Inc February 2005 - July 2007
Skills
Microsoft Office: Word,..., Operational Risk..., SAS70, Internal Audit, Auditing, Internal Controls, IT Audit, Sarbanes-Oxley Act, Risk Assessment, Risk Management, Financial Risk, Enterprise Risk..., Accounting, Financial Reporting, Sarbanes-Oxley, Financial Accounting, Relationship-building..., Analytical Skills, Project Management, Business Process..., Fraud, Due Diligence, Financial Analysis, Policy, Analysis, External Audit, Access, Budgets, Leadership, CISA, SEC filings, Process Improvement, Cash Management, CPA, COSO, Business Process, Financial Audits, Finance, Executive Management, COBIT, Tax, Insurance, Financial Statements, General Ledger, Management, Cash Flow, Governance
Education
University of South Florida - College of Business Administration 2001 — 2004
Masters in Business Administration, Finance, Information Systems, Management
University of South Florida - College of Business Administration 1997 — 2001
Bachelor of Arts, Finance, Marketing and Management
Claire Cooney, CFP ® Claire Cooney, CFP ®'s Raymond James & Associates, Inc Experience January 2014 - Present
Job Financial Planning Associate at Portland Harbor Group of Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James & Associates, Inc. January 2014 - Present
Wells Fargo Advisors February 2001 - January 2014
Skills
Portfolio Management, Finance, Investments, Strategic Financial..., Financial Advisory, Financial Planning,..., Acquired CFP..., Received MBA from New...
Education
Southern New Hampshire University 1995 — 1997
Master of Business Administration (M.B.A.), Economics and Finance
Raymond James & Associates, Inc. January 2014 - Present
Wells Fargo Advisors February 2001 - January 2014
Skills
Portfolio Management, Finance, Investments, Strategic Financial..., Financial Advisory, Financial Planning,..., Acquired CFP..., Received MBA from New...
Education
Southern New Hampshire University 1995 — 1997
Master of Business Administration (M.B.A.), Economics and Finance
Jon Locklear, CFP®'s Raymond James & Associates, Inc Experience August 1998 - November 2003
Job
Industry Financial Services
Experience
Financial Services Industry July 2011 - September 2013
Snyder Financial Group, Inc. December 2009 - March 2011
Vice President, Colonial Bank January 2005 - November 2009
Merrill Lynch, Pierce, Fenner & Smith, Inc. November 2003 - January 2005
Raymond James & Associates, Inc. August 1998 - November 2003
Skills
Series 63, Series 7, Asset Allocation, Retirement Planning, Finance, Wealth Management, Investments, 401k, 401k Rollovers, Banking, Bonds, Credit, ETFs, Equities, FINRA, Financial Services, Fixed Income, IRAs, Insurance, Loans, Mortgage Lending, Separately Managed..., Series 6, Small Business Lending, Variable Annuities, Wealth
Education
College for Financial Planning
University of Florida
B.A.
Financial Services Industry July 2011 - September 2013
Snyder Financial Group, Inc. December 2009 - March 2011
Vice President, Colonial Bank January 2005 - November 2009
Merrill Lynch, Pierce, Fenner & Smith, Inc. November 2003 - January 2005
Raymond James & Associates, Inc. August 1998 - November 2003
Skills
Series 63, Series 7, Asset Allocation, Retirement Planning, Finance, Wealth Management, Investments, 401k, 401k Rollovers, Banking, Bonds, Credit, ETFs, Equities, FINRA, Financial Services, Fixed Income, IRAs, Insurance, Loans, Mortgage Lending, Separately Managed..., Series 6, Small Business Lending, Variable Annuities, Wealth
Education
College for Financial Planning
University of Florida
B.A.
Jill O'Hara AAMS®'s Raymond James & Associates, Inc Experience September 2013 - Present
Job Financial Advisor at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. September 2013 - Present
Best Buy May 2012 - July 2013
Education
Indiana University-Northwest 2009 — 2013
Bachelor’s Degree, Psychology, Fine Arts
Purdue University Calumet 2008 — 2009
Psychology
Raymond James & Associates, Inc. September 2013 - Present
Best Buy May 2012 - July 2013
Education
Indiana University-Northwest 2009 — 2013
Bachelor’s Degree, Psychology, Fine Arts
Purdue University Calumet 2008 — 2009
Psychology
Jimmy Spears Jimmy Spears's Raymond James & Associates, Inc Experience June 2008 - June 2012
Job Solutions Architect at HitachiSolutions America
Industry Information Technology and Services
Experience
Hitachi Solutions America, Ltd. January 2014 - Present
HP Enterprise Services July 2012 - January 2014
Raymond James & Associates, Inc. June 2008 - June 2012
K-Force Technology Staffing August 2007 - June 2008
Forester-Smith, Inc. January 2004 - October 2006
Ferguson Enterprises June 2001 - January 2004
Skills
SharePoint, Business Intelligence, CRM, Microsoft CRM, Business Process, Microsoft Dynamics, SDLC, .NET, Requirements Analysis, ERP, Process Improvement, Integration, Requirements Gathering, Databases, Business Analysis, Microsoft SQL Server, Strategy, Enterprise Software, Information Technology, Training, Business Requirements, Software Design, Public Sector, Financial Services, SQL, C#, Visio, Program Management, Management, SSRS, Social CRM, General Securities..., Wealth Management, Holistic Financial..., Salesforce.com, Sage CRM, Silverlight, eSignal, Microsoft Office, JavaScript, VBScript, Flash, HTML, Adobe Creative Suite, Software Project..., Enterprise Architecture, Business Process..., Software Documentation, Cloud Computing, Corel
Education
University of South Florida - College of Business Administration 2005 — 2007
Bachelor of Arts (B.A.), Information Systems Management
University of South Florida - College of Business Administration 1998 — 2001
Bachelor of Arts (B.A.), Marketing
Polk Community College 1993 — 1998
Associate of Arts (AA), Liberal Arts
Hitachi Solutions America, Ltd. January 2014 - Present
HP Enterprise Services July 2012 - January 2014
Raymond James & Associates, Inc. June 2008 - June 2012
K-Force Technology Staffing August 2007 - June 2008
Forester-Smith, Inc. January 2004 - October 2006
Ferguson Enterprises June 2001 - January 2004
Skills
SharePoint, Business Intelligence, CRM, Microsoft CRM, Business Process, Microsoft Dynamics, SDLC, .NET, Requirements Analysis, ERP, Process Improvement, Integration, Requirements Gathering, Databases, Business Analysis, Microsoft SQL Server, Strategy, Enterprise Software, Information Technology, Training, Business Requirements, Software Design, Public Sector, Financial Services, SQL, C#, Visio, Program Management, Management, SSRS, Social CRM, General Securities..., Wealth Management, Holistic Financial..., Salesforce.com, Sage CRM, Silverlight, eSignal, Microsoft Office, JavaScript, VBScript, Flash, HTML, Adobe Creative Suite, Software Project..., Enterprise Architecture, Business Process..., Software Documentation, Cloud Computing, Corel
Education
University of South Florida - College of Business Administration 2005 — 2007
Bachelor of Arts (B.A.), Information Systems Management
University of South Florida - College of Business Administration 1998 — 2001
Bachelor of Arts (B.A.), Marketing
Polk Community College 1993 — 1998
Associate of Arts (AA), Liberal Arts
Adam Gaudreau Adam Gaudreau's Raymond James & Associates, Inc Experience December 2010 - April 2012
Job AVP Senior Auditor at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. April 2015 - Present
Logan Circle Partners November 2013 - April 2015
Raymond James Financial Inc. April 2012 - November 2013
Raymond James & Associates, Inc December 2010 - April 2012
Raymond James & Associates, Inc October 2008 - December 2010
Skills
Securities, Mutual Funds, Asset Management, Investments, Series 7, Wealth Management, Financial Services, Series 63, Fixed Annuities, Strategic Financial..., Retirement Planning, Series 24, Alternative Investments, Investment Advisory, 401k, Investment Management, Investment Strategies, Uniform Combined State..., Finance, ETFs, Asset Allocation, Financial Modeling, Series 65, Sales
Education
University of South Florida 2001 — 2006
BA, Criminology
JPMorgan Chase & Co. April 2015 - Present
Logan Circle Partners November 2013 - April 2015
Raymond James Financial Inc. April 2012 - November 2013
Raymond James & Associates, Inc December 2010 - April 2012
Raymond James & Associates, Inc October 2008 - December 2010
Skills
Securities, Mutual Funds, Asset Management, Investments, Series 7, Wealth Management, Financial Services, Series 63, Fixed Annuities, Strategic Financial..., Retirement Planning, Series 24, Alternative Investments, Investment Advisory, 401k, Investment Management, Investment Strategies, Uniform Combined State..., Finance, ETFs, Asset Allocation, Financial Modeling, Series 65, Sales
Education
University of South Florida 2001 — 2006
BA, Criminology
Shannon Privee Shannon Privee's Raymond James & Associates, Inc Experience November 2013 - Present
Job Senior Registered Sales Associate Portland Harbor Group of Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. November 2013 - Present
Cloverleaf Massage at Farr Horizons Health Center June 2012 - Present
Army National Guard May 1988 - May 1995
Skills
Therapeutic Massage, Deep Tissue Massage, Wealth Management, Securities, Financial Services, IRAs, Drawing, Investments, Neuromuscular Therapy
Education
University of Connecticut 1991 — 1994
B.A., Communications/Marketing
New Hampshire Institute for Therapeutic Arts 2011 — 2011
Massage Therapy/Therapeutic Massage
Raymond James & Associates, Inc. November 2013 - Present
Cloverleaf Massage at Farr Horizons Health Center June 2012 - Present
Army National Guard May 1988 - May 1995
Skills
Therapeutic Massage, Deep Tissue Massage, Wealth Management, Securities, Financial Services, IRAs, Drawing, Investments, Neuromuscular Therapy
Education
University of Connecticut 1991 — 1994
B.A., Communications/Marketing
New Hampshire Institute for Therapeutic Arts 2011 — 2011
Massage Therapy/Therapeutic Massage
Judy Oppasser Judy Oppasser's Raymond James & Associates, Inc Experience December 1996 - May 2008
Job Director of Finance & Administration at RLSCMC, Inc.
Industry Construction
Experience
RLS-CMC, Inc. August 2008 - Present
Raymond James & Associates, Inc. December 1996 - May 2008
Dean Witter Reynolds, Inc. July 1993 - August 1996
Bears Stearns & Company September 1987 - May 1989
Skills
Investments, Series 7, Series 63, Asset Managment, Portfolio Management, Sales, Financial Analysis, Equities, Wealth Management, New Business Development, Microsoft Excel, Sales Management, Business Planning, Management, Retirement Planning, Budgets, Business Development, CRM, Mutual Funds, 401k, Real Estate, Business Analysis, Selling, Asset Management, Bloomberg, Retirement, Vendor Management, Insurance, Alternative Investments, Executive Management, Start-ups, Payroll, Risk Management, Fixed Income, Strategic Planning, Brokerage, Strategy, Credit, Business Strategy, Asset Allocation, Team Building, Securities, Leadership, Building Relationships, PowerPoint, Finance, Bonds, Trading, Due Diligence, Marketing
Education
Illinois State University 1982 — 1987
B.S., Finance, Accounting, Economics
William Fremd High School 1978 — 1982
Diploma, Mathematics, English
RLS-CMC, Inc. August 2008 - Present
Raymond James & Associates, Inc. December 1996 - May 2008
Dean Witter Reynolds, Inc. July 1993 - August 1996
Bears Stearns & Company September 1987 - May 1989
Skills
Investments, Series 7, Series 63, Asset Managment, Portfolio Management, Sales, Financial Analysis, Equities, Wealth Management, New Business Development, Microsoft Excel, Sales Management, Business Planning, Management, Retirement Planning, Budgets, Business Development, CRM, Mutual Funds, 401k, Real Estate, Business Analysis, Selling, Asset Management, Bloomberg, Retirement, Vendor Management, Insurance, Alternative Investments, Executive Management, Start-ups, Payroll, Risk Management, Fixed Income, Strategic Planning, Brokerage, Strategy, Credit, Business Strategy, Asset Allocation, Team Building, Securities, Leadership, Building Relationships, PowerPoint, Finance, Bonds, Trading, Due Diligence, Marketing
Education
Illinois State University 1982 — 1987
B.S., Finance, Accounting, Economics
William Fremd High School 1978 — 1982
Diploma, Mathematics, English
Liza Baceols Liza Baceols's Raymond James & Associates, Inc Experience April 2005 - March 2013
Job Supervision Specialist Options at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2013 - Present
Raymond James & Associates, Inc April 2005 - March 2013
Raymond James & Associates, Inc. March 2000 - March 2013
Skills
Series 7, Series 24, Series 4, Series 9, Series 10, Series 3, Options
Education
Richmond Hill High School 1988 — 1991
Business and Theatre
University of South Florida
Business Administration and Management, General
Raymond James Financial Inc. March 2013 - Present
Raymond James & Associates, Inc April 2005 - March 2013
Raymond James & Associates, Inc. March 2000 - March 2013
Skills
Series 7, Series 24, Series 4, Series 9, Series 10, Series 3, Options
Education
Richmond Hill High School 1988 — 1991
Business and Theatre
University of South Florida
Business Administration and Management, General
Joseph Shields's Raymond James & Associates, Inc Experience July 2015 - Present
Job Associate Developer, Technology at Raymond James & Associates, Inc.
Industry Information Technology and Services
Experience
Raymond James & Associates, Inc. July 2015 - Present
Raymond James Financial Inc. June 2014 - June 2015
SPC Human Resources 2010 - September 2014
Vology September 2013 - March 2014
Bayshore Technologies August 2011 - September 2013
Skills
Microsoft Office, Microsoft SQL Server, Visual Basic, Access Database, Database Design, Database Administration, Streamlining..., Organizational..., VBA, MSQuery, ODBC, Access, Databases, Business Intelligence, Software Development, SQL, Troubleshooting, Management, Process Improvement, Customer Service, Leadership, User Experience, Visio, Relational Databases, Strategic Planning, User Interface Design
Education
ITT Technical Institute-Tampa 2007 — 2009
Associate's degree, Computer Networking Systems
Raymond James & Associates, Inc. July 2015 - Present
Raymond James Financial Inc. June 2014 - June 2015
SPC Human Resources 2010 - September 2014
Vology September 2013 - March 2014
Bayshore Technologies August 2011 - September 2013
Skills
Microsoft Office, Microsoft SQL Server, Visual Basic, Access Database, Database Design, Database Administration, Streamlining..., Organizational..., VBA, MSQuery, ODBC, Access, Databases, Business Intelligence, Software Development, SQL, Troubleshooting, Management, Process Improvement, Customer Service, Leadership, User Experience, Visio, Relational Databases, Strategic Planning, User Interface Design
Education
ITT Technical Institute-Tampa 2007 — 2009
Associate's degree, Computer Networking Systems
BARY ECK BARY ECK's Raymond James & Associates, Inc Experience August 2012 - Present
Job Financial Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. August 2012 - Present
Raymond James & Associates, Inc June 2006 - August 2012
Skills
Leases, Financial Analysis, Budgets
Education
Eckerd College 2009 — 2012
Bachelor of Arts (B.A.), Business Management and Finance, 3.87
Raymond James & Associates, Inc. August 2012 - Present
Raymond James & Associates, Inc June 2006 - August 2012
Skills
Leases, Financial Analysis, Budgets
Education
Eckerd College 2009 — 2012
Bachelor of Arts (B.A.), Business Management and Finance, 3.87
Lauren Schaefer-Bove's Raymond James & Associates, Inc Experience June 2013 - Present
Job Senior Registered Sales Associate at Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James & Associates, Inc. June 2013 - Present
PE-Services 2011 - 2015
Morgan Stanley Wealth Management May 2006 - July 2013
Merrill Lynch April 2003 - May 2006
Education
University of Maine at Farmington 1996 — 2000
Bachelor's degree, Economics/Political Science
Greely High School 1992 — 1996
St. Joseph's College (ME)
Master of Business Administration (MBA)
Raymond James & Associates, Inc. June 2013 - Present
PE-Services 2011 - 2015
Morgan Stanley Wealth Management May 2006 - July 2013
Merrill Lynch April 2003 - May 2006
Education
University of Maine at Farmington 1996 — 2000
Bachelor's degree, Economics/Political Science
Greely High School 1992 — 1996
St. Joseph's College (ME)
Master of Business Administration (MBA)
Jessi Weaver's Raymond James & Associates, Inc Experience May 2000 - Present
Job Client Service Associate at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. May 2000 - Present
Education
Purdue University 1995 — 1999
Communications, OLS
Raymond James & Associates, Inc. May 2000 - Present
Education
Purdue University 1995 — 1999
Communications, OLS
Susan Lee, MBA, PMP Susan Lee, MBA, PMP's Raymond James & Associates, Inc Experience January 2004 - September 2012
Job Project Manager at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc. January 2004 - September 2012
Prudential Financial January 1999 - January 2004
Thomson Financial January 1997 - January 1999
Cometals, Inc. January 1996 - January 1997
Reuters America Inc. January 1994 - January 1996
Reuters America Inc. January 1990 - January 1994
U.S. COAST GUARD RESERVE January 1985 - January 1993
Skills
Process Improvement, Project Management, Business Analysis, Program Management, PMO, PMP, Visio, MS Project, Business Process..., Project Planning, Requirements Analysis, Strategic Planning, Team Leadership, Change Management, SDLC, People Skills, Start-ups, Team Building, ERISA, Risk Management, Strategic Influence, Empowerment, Integrity, Project Delivery, Leadership, Quality Assurance, Management
Education
Pace University - Lubin School of Business 1998 — 2001
MBA, Information Systems
State University of New York 1986 — 1989
BA, Sociology
Raymond James & Associates, Inc. January 2004 - September 2012
Prudential Financial January 1999 - January 2004
Thomson Financial January 1997 - January 1999
Cometals, Inc. January 1996 - January 1997
Reuters America Inc. January 1994 - January 1996
Reuters America Inc. January 1990 - January 1994
U.S. COAST GUARD RESERVE January 1985 - January 1993
Skills
Process Improvement, Project Management, Business Analysis, Program Management, PMO, PMP, Visio, MS Project, Business Process..., Project Planning, Requirements Analysis, Strategic Planning, Team Leadership, Change Management, SDLC, People Skills, Start-ups, Team Building, ERISA, Risk Management, Strategic Influence, Empowerment, Integrity, Project Delivery, Leadership, Quality Assurance, Management
Education
Pace University - Lubin School of Business 1998 — 2001
MBA, Information Systems
State University of New York 1986 — 1989
BA, Sociology
Todd Lang, CRPS ® Todd Lang, CRPS ®'s Raymond James & Associates, Inc Experience April 2014 - Present
Job Branch Manager, Vice President Investments, Raymond James & Associates Financial Advisor
Industry Financial Services
Experience
Raymond James & Associates, Inc. April 2014 - Present
Merrill Lynch October 2008 - April 2014
Smith Barney August 1998 - October 2008
Merrill Lynch April 1991 - August 1998
U.S Cellular/American Paging October 1989 - April 1991
Skills
Wealth Management, Retirement Planning, Portfolio Management, Banking, Retirement, Mutual Funds, Finance, Asset Allocation, Investment Advisory, Series 7, IRAs, Deferred Compensation, Bonds, Investments, Pensions, Financial Analysis, Risk Management, Mergers & Acquisitions, Financial Modeling, Investment Strategies, 401k, Commercial Banking, Private Equity, Financial Advisory, Credit, Estate Planning, Portfolio Optimization, Investment Advisory..., Mergers, Series 9 & 10, Securities, Strategic Planning, Management, Sales, Financial Planning
Education
Cascia Hall Preparatory School
Cascia Hall Preparatory School
Westminster College (MO) 1986 — 1989
Business, Economics, General
College for Financial Planning 2012 — 2012
Chartered Retirement Plans Specialist, Qualified and Non-Qualified Plans
Raymond James & Associates, Inc. April 2014 - Present
Merrill Lynch October 2008 - April 2014
Smith Barney August 1998 - October 2008
Merrill Lynch April 1991 - August 1998
U.S Cellular/American Paging October 1989 - April 1991
Skills
Wealth Management, Retirement Planning, Portfolio Management, Banking, Retirement, Mutual Funds, Finance, Asset Allocation, Investment Advisory, Series 7, IRAs, Deferred Compensation, Bonds, Investments, Pensions, Financial Analysis, Risk Management, Mergers & Acquisitions, Financial Modeling, Investment Strategies, 401k, Commercial Banking, Private Equity, Financial Advisory, Credit, Estate Planning, Portfolio Optimization, Investment Advisory..., Mergers, Series 9 & 10, Securities, Strategic Planning, Management, Sales, Financial Planning
Education
Cascia Hall Preparatory School
Cascia Hall Preparatory School
Westminster College (MO) 1986 — 1989
Business, Economics, General
College for Financial Planning 2012 — 2012
Chartered Retirement Plans Specialist, Qualified and Non-Qualified Plans
Peter J. Gaughan, AIF® Peter J. Gaughan, AIF®'s Raymond James & Associates, Inc Experience February 2013 - Present
Job First Vice President, Investments & Investment Management Consultantat Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James & Associates, Inc. February 2013 - Present
Morgan Keegan & Co., Inc. October 2007 - April 2012
UBS Financial Services, Inc. November 2004 - October 2007
Citigroup Smith Barney September 1988 - October 2004
Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Financial Advisory, Series 7, Securities, Finance, Insurance, Business Analysis, Change Management, Retirement Planning, Mergers & Acquisitions, Investment Management
Education
University of Cincinnati 1974 — 1979
BUP, Architecture, Design, Urban Planning, Economics
John Carroll University 1973 — 1974
History
Raymond James & Associates, Inc. February 2013 - Present
Morgan Keegan & Co., Inc. October 2007 - April 2012
UBS Financial Services, Inc. November 2004 - October 2007
Citigroup Smith Barney September 1988 - October 2004
Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Financial Advisory, Series 7, Securities, Finance, Insurance, Business Analysis, Change Management, Retirement Planning, Mergers & Acquisitions, Investment Management
Education
University of Cincinnati 1974 — 1979
BUP, Architecture, Design, Urban Planning, Economics
John Carroll University 1973 — 1974
History
Lynsey Santin Lynsey Santin's Raymond James & Associates, Inc Experience November 2009 - June 2012
Job Client Relationship Representative at Kforce Inc
Industry Staffing and Recruiting
Experience
Kforce Inc August 2014 - Present
Kforce February 2014 - August 2014
Tri-Star Marketing 2012 - February 2014
TeetheMe May 2012 - September 2012
Raymond James & Associates, Inc November 2009 - June 2012
University of South Florida May 2009 - November 2009
Skills
Event Planning, Logistics, Customer Service, Email Marketing, Social Media, Social Networking, Budgets, Digital Marketing, Management, Event Management, Marketing, Facebook, Social Media Marketing, Sales, Public Speaking, Marketing Research
Education
University of South Florida 2007 — 2011
Bachelor of Science (B.S.), Business/Marketing
Kforce Inc August 2014 - Present
Kforce February 2014 - August 2014
Tri-Star Marketing 2012 - February 2014
TeetheMe May 2012 - September 2012
Raymond James & Associates, Inc November 2009 - June 2012
University of South Florida May 2009 - November 2009
Skills
Event Planning, Logistics, Customer Service, Email Marketing, Social Media, Social Networking, Budgets, Digital Marketing, Management, Event Management, Marketing, Facebook, Social Media Marketing, Sales, Public Speaking, Marketing Research
Education
University of South Florida 2007 — 2011
Bachelor of Science (B.S.), Business/Marketing
Leigh Freijo Leigh Freijo's Raymond James & Associates, Inc Experience September 2011 - November 2012
Job Manager, Database Administration at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. November 2012 - Present
Raymond James & Associates, Inc September 2011 - November 2012
Raymond James & Associates, Inc January 2006 - September 2011
Raymond James & Associates, Inc August 2004 - January 2006
Walgreens April 1982 - December 2001
Skills
Troubleshooting, SQL Tuning, T-SQL, SSIS, SQL, SQL Server, Database Administration, Databases, Performance Tuning, Database Management, High Availability, Stored Procedures, Microsoft SQL Server, Replication, Database Admin, Relational Databases, Analysis, Cluster, DTS, Data Architecture, Data Integration, Data Migration, Database Security, Following Instructions, OLTP, Powershell, SQL Server Management..., Systems Analysis, SDLC
Education
University of South Florida
Bachelor of Science, Business Administration; Management Information Systems
Raymond James Financial Inc. November 2012 - Present
Raymond James & Associates, Inc September 2011 - November 2012
Raymond James & Associates, Inc January 2006 - September 2011
Raymond James & Associates, Inc August 2004 - January 2006
Walgreens April 1982 - December 2001
Skills
Troubleshooting, SQL Tuning, T-SQL, SSIS, SQL, SQL Server, Database Administration, Databases, Performance Tuning, Database Management, High Availability, Stored Procedures, Microsoft SQL Server, Replication, Database Admin, Relational Databases, Analysis, Cluster, DTS, Data Architecture, Data Integration, Data Migration, Database Security, Following Instructions, OLTP, Powershell, SQL Server Management..., Systems Analysis, SDLC
Education
University of South Florida
Bachelor of Science, Business Administration; Management Information Systems
Remzy Kureni Remzy Kureni's Raymond James & Associates, Inc Experience June 2011 - July 2012
Job Financial Analyst III at Tech Data.
Industry Financial Services
Experience
Tech Data 2014 - Present
Raymond James Financial Inc. July 2012 - September 2014
Raymond James & Associates, Inc June 2011 - July 2012
Education
University of South Florida
Finance
Tech Data 2014 - Present
Raymond James Financial Inc. July 2012 - September 2014
Raymond James & Associates, Inc June 2011 - July 2012
Education
University of South Florida
Finance
Robert Burns, CFA, AIF Robert Burns, CFA, AIF's Raymond James & Associates, Inc Experience April 2012 - Present
Job Director Institutional Consulting at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. April 2012 - Present
Morgan Keegan & Co., Inc. August 2006 - April 2012
McDonald Investments December 1997 - August 2006
McDonald and Company 1997 - 2006
Federal Reserve Bank of Cleveland March 1993 - December 1997
United States Marine Corps August 1988 - March 1993
Skills
Foundations, Endowments, Alternative Investments, Hedge Funds, Investment Advisory, Financial Advisory, Mutual Funds, Performance Measurement, Institutional..., High Net Worth..., Fiduciary, Asset Allocation, Banking, Investment Policy..., Series 7
Education
Security Industry Institute - Wharton Business School, University of Pennsylvania 2005 — 2007
na, Executive Education Program
Bowling Green State University 1985 — 1988
BS, Finance
University of Toledo 1983 — 1985
n/a, business
Raymond James & Associates, Inc. April 2012 - Present
Morgan Keegan & Co., Inc. August 2006 - April 2012
McDonald Investments December 1997 - August 2006
McDonald and Company 1997 - 2006
Federal Reserve Bank of Cleveland March 1993 - December 1997
United States Marine Corps August 1988 - March 1993
Skills
Foundations, Endowments, Alternative Investments, Hedge Funds, Investment Advisory, Financial Advisory, Mutual Funds, Performance Measurement, Institutional..., High Net Worth..., Fiduciary, Asset Allocation, Banking, Investment Policy..., Series 7
Education
Security Industry Institute - Wharton Business School, University of Pennsylvania 2005 — 2007
na, Executive Education Program
Bowling Green State University 1985 — 1988
BS, Finance
University of Toledo 1983 — 1985
n/a, business
Bryan Palas Bryan Palas's Raymond James & Associates, Inc Experience February 2005 - November 2011
Job POC Delivery Lead/Product Owner
Industry Information Technology and Services
Experience
Allstate April 2015 - Present
ConnectWise August 2013 - April 2015
eMason, Inc. October 2011 - August 2013
Raymond James & Associates, Inc February 2005 - November 2011
Raymond James & Associates, Inc June 2005 - August 2007
Raymond James & Associates, Inc February 2005 - June 2005
Skills
Microsoft SQL Server, SDLC, Software Development, Process Improvement, Customer Service, Business Process, Analysis, Visio, Requirements Analysis, Requirements Gathering, Test Cases, Quality Center, Test Planning, Defect Tracking, Functional Testing, Integration Testing, Regression Testing, CaliberRM, User Acceptance Testing, Project Management, Testing, Business Requirements, Agile Methodologies, Visual Basic, Systems Analysis, SharePoint
Education
University of South Florida 2000 — 2004
B.S., Management Information Systems
Allstate April 2015 - Present
ConnectWise August 2013 - April 2015
eMason, Inc. October 2011 - August 2013
Raymond James & Associates, Inc February 2005 - November 2011
Raymond James & Associates, Inc June 2005 - August 2007
Raymond James & Associates, Inc February 2005 - June 2005
Skills
Microsoft SQL Server, SDLC, Software Development, Process Improvement, Customer Service, Business Process, Analysis, Visio, Requirements Analysis, Requirements Gathering, Test Cases, Quality Center, Test Planning, Defect Tracking, Functional Testing, Integration Testing, Regression Testing, CaliberRM, User Acceptance Testing, Project Management, Testing, Business Requirements, Agile Methodologies, Visual Basic, Systems Analysis, SharePoint
Education
University of South Florida 2000 — 2004
B.S., Management Information Systems
Paul Meinville Paul Meinville's Raymond James & Associates, Inc Experience April 2010 - February 2011
Job VP National Sales at Sheaff Brock Investment Advisors
Industry Financial Services
Experience
Sheaff Brock Investment Advisors July 2012 - Present
Affinity Wealth Management, Inc. May 2011 - April 2012
Raymond James & Associates, Inc. April 2010 - February 2011
Ameriprise Financial November 2008 - November 2009
Charles Schwab & Co., Inc. March 1987 - December 2006
Skills
Wealth Management, Strategic Financial..., Investments, Management, Mutual Funds, Securities, Financial Services, Business Development, Leadership, Banking, Financial Advisory
Education
Temple University 1981 — 1984
BA Management, Business Administration
West Chester University of Pennsylvania 1978 — 1981
Business Administration
Sheaff Brock Investment Advisors July 2012 - Present
Affinity Wealth Management, Inc. May 2011 - April 2012
Raymond James & Associates, Inc. April 2010 - February 2011
Ameriprise Financial November 2008 - November 2009
Charles Schwab & Co., Inc. March 1987 - December 2006
Skills
Wealth Management, Strategic Financial..., Investments, Management, Mutual Funds, Securities, Financial Services, Business Development, Leadership, Banking, Financial Advisory
Education
Temple University 1981 — 1984
BA Management, Business Administration
West Chester University of Pennsylvania 1978 — 1981
Business Administration
Robert D. King's Raymond James & Associates, Inc Experience September 2008 - August 2010
Job Owner and Attorney At Law at King & Associates, PA
Industry Legal Services
Experience
The King Firm, PA April 2011 - Present
Franklin Bell Realty, LLC May 2007 - Present
TaxPerts, LLC December 2005 - Present
Raymond James & Associates, Inc. September 2008 - August 2010
AM PM Door Service, Inc. June 2003 - May 2005
Skills
Civil Litigation, Due Diligence, Real Estate, Investments, Title Insurance, Securities, Corporate Finance, Estate Planning, Contract Law, Westlaw, Business Strategy, Negotiation, Financial Services, Litigation, Legal Writing, Financial Planners, Property Law, Asset Protection, Asset Managment, Legal Assistance, Corporate Governance, Mediation, Licensing, Mergers, Personal Injury, Fraud, Commercial Litigation, Legal Research, Corporate Law, Trusts, Courts, Insurance, Contract Negotiation, Employment Law, Family Law, Trials, Small Business, Arbitration
Education
Stetson University 2008 — 2010
MBA, Business Administration
Stetson University College of Law 2007 — 2010
Juris Doctorate
Florida Southern College 2003 — 2005
BS, Accounting & Financial Management
The King Firm, PA April 2011 - Present
Franklin Bell Realty, LLC May 2007 - Present
TaxPerts, LLC December 2005 - Present
Raymond James & Associates, Inc. September 2008 - August 2010
AM PM Door Service, Inc. June 2003 - May 2005
Skills
Civil Litigation, Due Diligence, Real Estate, Investments, Title Insurance, Securities, Corporate Finance, Estate Planning, Contract Law, Westlaw, Business Strategy, Negotiation, Financial Services, Litigation, Legal Writing, Financial Planners, Property Law, Asset Protection, Asset Managment, Legal Assistance, Corporate Governance, Mediation, Licensing, Mergers, Personal Injury, Fraud, Commercial Litigation, Legal Research, Corporate Law, Trusts, Courts, Insurance, Contract Negotiation, Employment Law, Family Law, Trials, Small Business, Arbitration
Education
Stetson University 2008 — 2010
MBA, Business Administration
Stetson University College of Law 2007 — 2010
Juris Doctorate
Florida Southern College 2003 — 2005
BS, Accounting & Financial Management
Lindsay Blakeslee Lindsay Blakeslee's Raymond James & Associates, Inc Experience January 2011 - December 2012
Job Staffing Manager at Robert Half
Industry Staffing and Recruiting
Experience
EverBank May 2013 - July 2013
Raymond James & Associates, Inc January 2011 - December 2012
LEMA Construction & Developers, Inc. 2010 - 2010
Skills
Series 7, Securities, Asset Allocation, Mutual Funds, Investments, Strategic Financial..., Business Development, Analysis, Retirement Planning, CRM
Education
University of South Florida 2005 — 2010
Bachelors of Arts - Communication, Double Concentration: Media and Cultural Communications, Relational Communications
EverBank May 2013 - July 2013
Raymond James & Associates, Inc January 2011 - December 2012
LEMA Construction & Developers, Inc. 2010 - 2010
Skills
Series 7, Securities, Asset Allocation, Mutual Funds, Investments, Strategic Financial..., Business Development, Analysis, Retirement Planning, CRM
Education
University of South Florida 2005 — 2010
Bachelors of Arts - Communication, Double Concentration: Media and Cultural Communications, Relational Communications
Greg Schmertmann Greg Schmertmann's Raymond James & Associates, Inc Experience May 2014 - December 2014
Job Investment Associate at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. January 2015 - Present
Raymond James & Associates, Inc. May 2014 - December 2014
SunTrust Investment Services, Inc. December 2010 - May 2014
Carsten & Company, Inc. July 2002 - December 2011
Edward Jones November 2009 - July 2010
Shred-it June 2000 - June 2002
Tallahassee Democrat September 1989 - June 2000
Education
Florida State University
B.S., Communication - Advertising & Marketing
SunTrust Investment Services, Inc. January 2015 - Present
Raymond James & Associates, Inc. May 2014 - December 2014
SunTrust Investment Services, Inc. December 2010 - May 2014
Carsten & Company, Inc. July 2002 - December 2011
Edward Jones November 2009 - July 2010
Shred-it June 2000 - June 2002
Tallahassee Democrat September 1989 - June 2000
Education
Florida State University
B.S., Communication - Advertising & Marketing
Michael Tormey Michael Tormey's Raymond James & Associates, Inc Experience March 1996 - August 2010
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones August 2010 - Present
Raymond James & Associates, Inc. March 1996 - August 2010
A.G. Edwards & Sons, Inc. June 1989 - March 1996
Education
Loyola University Maryland 1985 — 1989
BA, history, finance, economics
Kansai University of International Studies 1987 — 1988
Japanese laguage, history
Edward Jones August 2010 - Present
Raymond James & Associates, Inc. March 1996 - August 2010
A.G. Edwards & Sons, Inc. June 1989 - March 1996
Education
Loyola University Maryland 1985 — 1989
BA, history, finance, economics
Kansai University of International Studies 1987 — 1988
Japanese laguage, history
Nicholas Fedele Nicholas Fedele's Raymond James & Associates, Inc Experience January 2011 - August 2011
Job CRM Field Services Solution Lead at Microsoft
Industry Information Technology and Services
Experience
Microsoft August 2015 - Present
FieldOne September 2014 - Present
UXC Eclipse December 2013 - September 2014
Tectura August 2012 - December 2013
Tectura August 2011 - September 2012
Raymond James & Associates, Inc January 2011 - August 2011
PricewaterhouseCoopers January 2009 - February 2011
T-Mobile September 2001 - August 2010
T-Mobile 2001 - 2006
GNC 1999 - 2001
Skills
Technical Support, Troubleshooting, Active Directory, Microsoft CRM, Integration, Testing, Blackberry Enterprise..., Windows 7, SharePoint, System Deployment, CRM, Software Installation, Visio, Windows Server, Business Process, Lotus Notes, ITIL, IT Operations, Software Documentation, IT Management, Business Analysis, IT Service Management, Databases, Microsoft SQL Server, Scribe Certified, HDI Certified, Technical Writing, Consulting, Microsoft Office, Outlook, Resco Mobile CRM, JavaScript, MCP, Microsoft Dynamics AX, Scribe Insight, Technical Documentation, Desktop Support, Open Office, Blackberry BES, SAP, Aura, Auto CAD, HP Service Manager, Mercury Quality Center, HP Quality Center, Remedy, Enterprise Software
Education
University of South Florida 1998 — 2000
Engineering
Microsoft August 2015 - Present
FieldOne September 2014 - Present
UXC Eclipse December 2013 - September 2014
Tectura August 2012 - December 2013
Tectura August 2011 - September 2012
Raymond James & Associates, Inc January 2011 - August 2011
PricewaterhouseCoopers January 2009 - February 2011
T-Mobile September 2001 - August 2010
T-Mobile 2001 - 2006
GNC 1999 - 2001
Skills
Technical Support, Troubleshooting, Active Directory, Microsoft CRM, Integration, Testing, Blackberry Enterprise..., Windows 7, SharePoint, System Deployment, CRM, Software Installation, Visio, Windows Server, Business Process, Lotus Notes, ITIL, IT Operations, Software Documentation, IT Management, Business Analysis, IT Service Management, Databases, Microsoft SQL Server, Scribe Certified, HDI Certified, Technical Writing, Consulting, Microsoft Office, Outlook, Resco Mobile CRM, JavaScript, MCP, Microsoft Dynamics AX, Scribe Insight, Technical Documentation, Desktop Support, Open Office, Blackberry BES, SAP, Aura, Auto CAD, HP Service Manager, Mercury Quality Center, HP Quality Center, Remedy, Enterprise Software
Education
University of South Florida 1998 — 2000
Engineering
Alton Delane's Raymond James & Associates, Inc Experience July 1999 - January 2007
Job Managing Director at Dentons
Industry Legal Services
Experience
Dentons April 2015 - Present
Dentons January 2009 - April 2015
Bradley Pharmaceuticals January 2007 - April 2008
Raymond James & Associates, Inc. July 1999 - January 2007
United States Navy October 1995 - August 1997
United States Navy December 1992 - October 1995
Skills
Venture Capital, Business Development, Strategy, Mergers & Acquisitions, Corporate Development, Leadership, Management, Mergers, Outsourcing, Start-ups, Program Management, New Business Development, Executive Management, Corporate Finance, Strategic Partnerships, Entrepreneurship, Private Equity
Education
Harvard Business School 1997 — 1999
MBA
United States Naval Academy 1987 — 1991
BS
Dentons April 2015 - Present
Dentons January 2009 - April 2015
Bradley Pharmaceuticals January 2007 - April 2008
Raymond James & Associates, Inc. July 1999 - January 2007
United States Navy October 1995 - August 1997
United States Navy December 1992 - October 1995
Skills
Venture Capital, Business Development, Strategy, Mergers & Acquisitions, Corporate Development, Leadership, Management, Mergers, Outsourcing, Start-ups, Program Management, New Business Development, Executive Management, Corporate Finance, Strategic Partnerships, Entrepreneurship, Private Equity
Education
Harvard Business School 1997 — 1999
MBA
United States Naval Academy 1987 — 1991
BS
Bill Warmington's Raymond James & Associates, Inc Experience 2009 - 2013
Job
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Raymond James & Associates, Inc. 2009 - 2013
Lee Munder Capital Group 2004 - 2008
SunTrust Robinson Humphrey 1998 - 2004
Alex. Brown & Sons 1995 - 1998
Brown Brothers Harriman 1990 - 1994
The Chase Manhattan Bank 1987 - 1990
The Chase Manhattan Bank 1986 - 1987
Skills
Portfolio Management, Equities, Equity Research, Hedge Funds, Valuation, Financial Modeling, Investments, Capital Markets, Alternative Investments, Securities, Asset Management, Series 7, Financial Analysis, Due Diligence, Equity Valuation
Education
Brown University 1982 — 1986
BA
Wilhelm Pieck Universitaet
Bamberg Universitaet 1984 — 1985
Concord-Carlisle High School
Escuela Campo Alegre
Escuela Americana
Wells Fargo Securities July 2013 - Present
Raymond James & Associates, Inc. 2009 - 2013
Lee Munder Capital Group 2004 - 2008
SunTrust Robinson Humphrey 1998 - 2004
Alex. Brown & Sons 1995 - 1998
Brown Brothers Harriman 1990 - 1994
The Chase Manhattan Bank 1987 - 1990
The Chase Manhattan Bank 1986 - 1987
Skills
Portfolio Management, Equities, Equity Research, Hedge Funds, Valuation, Financial Modeling, Investments, Capital Markets, Alternative Investments, Securities, Asset Management, Series 7, Financial Analysis, Due Diligence, Equity Valuation
Education
Brown University 1982 — 1986
BA
Wilhelm Pieck Universitaet
Bamberg Universitaet 1984 — 1985
Concord-Carlisle High School
Escuela Campo Alegre
Escuela Americana
Kimberly (Kim) Davis's Raymond James & Associates, Inc Experience April 1990 - Present
Job Supervisor at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. April 1990 - Present
Skills
Series 7, Mutual Funds, Securities, Outlook, Process Improvement, Customer Service, Microsoft Word, Series 63, Disaster Recovery, Coaching, Budgets, FINRA, Risk Management, SharePoint, Leadership Development
Education
Eastern Michigan University 1987 — 1988
Raymond James & Associates, Inc. April 1990 - Present
Skills
Series 7, Mutual Funds, Securities, Outlook, Process Improvement, Customer Service, Microsoft Word, Series 63, Disaster Recovery, Coaching, Budgets, FINRA, Risk Management, SharePoint, Leadership Development
Education
Eastern Michigan University 1987 — 1988
Christy Purdy's Raymond James & Associates, Inc Experience January 2011 - Present
Job Project Consultant at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc January 2011 - Present
Raymond James Financial February 1997 - December 2010
Hillsborough County November 1988 - November 1996
ADP May 1983 - November 1988
Skills
Project Management, Product Management, Strategic Planning, PMP, Cross-functional Team..., Project Planning, Business Analysis, Team Building, SharePoint, Change Management, Requirements Analysis, Management, Project Portfolio..., ITIL, Business Intelligence, CRM, Technical Support, Business Process, Team Leadership, IT Strategy, IT Management, Disaster Recovery, Risk Management
Education
University of South Florida 1968 — 1972
BA, Elementary Education/History
Raymond James & Associates, Inc January 2011 - Present
Raymond James Financial February 1997 - December 2010
Hillsborough County November 1988 - November 1996
ADP May 1983 - November 1988
Skills
Project Management, Product Management, Strategic Planning, PMP, Cross-functional Team..., Project Planning, Business Analysis, Team Building, SharePoint, Change Management, Requirements Analysis, Management, Project Portfolio..., ITIL, Business Intelligence, CRM, Technical Support, Business Process, Team Leadership, IT Strategy, IT Management, Disaster Recovery, Risk Management
Education
University of South Florida 1968 — 1972
BA, Elementary Education/History
Jamie Hoke's Raymond James & Associates, Inc Experience 1995 - Present
Job Project Consultant at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc. 1995 - Present
Skills
Investments, Mutual Funds, SDLC, Series 7, Securities, Business Analysis, Wealth Management, Risk Management, Asset Managment, Analysis, Equities, Project Management, Leadership, Strategic Planning, Series 63, Management, SharePoint, Financial Services, Strategy, Portfolio Management, Requirements Analysis, Strategic Financial..., Alternative Investments, Banking, Business Strategy
Education
St. Petersburg College 1991 — 1994
Raymond James & Associates, Inc. 1995 - Present
Skills
Investments, Mutual Funds, SDLC, Series 7, Securities, Business Analysis, Wealth Management, Risk Management, Asset Managment, Analysis, Equities, Project Management, Leadership, Strategic Planning, Series 63, Management, SharePoint, Financial Services, Strategy, Portfolio Management, Requirements Analysis, Strategic Financial..., Alternative Investments, Banking, Business Strategy
Education
St. Petersburg College 1991 — 1994
Jane Lehmann's Raymond James & Associates, Inc Experience January 2011 - June 2011
Job Academy of Finance Business Teacher at Pinellas County School Board
Industry Education Management
Experience
Pinellas County School Board August 2013 - Present
Raymond James June 2011 - August 2013
Raymond James & Associates, Inc January 2011 - June 2011
Raymond James & Associates, Inc March 2007 - December 2010
Raymond James & Associates, Inc August 2004 - March 2007
Raymond James & Associates, Inc March 1999 - August 2004
Raymond James & Associates, Inc December 1996 - March 1999
Skills
Series 7, Needs Analysis, Leadership Development, Talent Management, Performance Management, Coaching, Onboarding, Process Improvement, Talent Acquisition, Organizational...
Education
Clearwater Christian College
BS Secondary Education, English/Language Arts Teacher Education
University of South Florida
Pinellas County School Board August 2013 - Present
Raymond James June 2011 - August 2013
Raymond James & Associates, Inc January 2011 - June 2011
Raymond James & Associates, Inc March 2007 - December 2010
Raymond James & Associates, Inc August 2004 - March 2007
Raymond James & Associates, Inc March 1999 - August 2004
Raymond James & Associates, Inc December 1996 - March 1999
Skills
Series 7, Needs Analysis, Leadership Development, Talent Management, Performance Management, Coaching, Onboarding, Process Improvement, Talent Acquisition, Organizational...
Education
Clearwater Christian College
BS Secondary Education, English/Language Arts Teacher Education
University of South Florida
Louis Parks's Raymond James & Associates, Inc Experience February 1997 - May 2010
Job Chief Operating Officer/Chief Compliance Officer
Industry Financial Services
Experience
Krensavage Asset Management, LLC December 2013 - Present
CL King & Associates, Inc. May 2010 - December 2013
Raymond James & Associates, Inc. February 1997 - May 2010
Sanford C. Bernstein & Company March 1993 - February 1997
Morgan Stanley & Company October 1987 - March 1993
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance
Columbia University in the City of New York
Master of Arts (M.A.), Classical History
Columbia University in the City of New York
Bachelor of Arts (B.A.), Psychology
New York University
Bachelor of Arts (B.A.), Political Science/Philosophy
Krensavage Asset Management, LLC December 2013 - Present
CL King & Associates, Inc. May 2010 - December 2013
Raymond James & Associates, Inc. February 1997 - May 2010
Sanford C. Bernstein & Company March 1993 - February 1997
Morgan Stanley & Company October 1987 - March 1993
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance
Columbia University in the City of New York
Master of Arts (M.A.), Classical History
Columbia University in the City of New York
Bachelor of Arts (B.A.), Psychology
New York University
Bachelor of Arts (B.A.), Political Science/Philosophy
Allen Spence's Raymond James & Associates, Inc Experience May 2014 - Present
Job VP, Agency Trader Team Lead at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc May 2014 - Present
Raymond James & Associates Inc September 2013 - Present
Raymond James & Associates, Inc July 2007 - September 2013
E*TRADE Financial 2006 - 2007
Scottrade 2002 - 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg Terminal, U2, B2, Equity Trading, Investment Advisory, Series 63, Series 7, Financial Services, ETFs, FINRA, Series 24, Securities, Options, Equities, Trading, Investments
Education
University of South Florida-St. Petersburg Campus
Bachelor of Arts (B.A.), Economics
Raymond James & Associates, Inc May 2014 - Present
Raymond James & Associates Inc September 2013 - Present
Raymond James & Associates, Inc July 2007 - September 2013
E*TRADE Financial 2006 - 2007
Scottrade 2002 - 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg Terminal, U2, B2, Equity Trading, Investment Advisory, Series 63, Series 7, Financial Services, ETFs, FINRA, Series 24, Securities, Options, Equities, Trading, Investments
Education
University of South Florida-St. Petersburg Campus
Bachelor of Arts (B.A.), Economics
Annette Chisholm's Raymond James & Associates, Inc Experience October 2007 - December 2009
Job Career Direct Consultant at Crown Financial Ministries
Industry Financial Services
Experience
Crown Financial Ministries January 2012 - Present
Crown Financial Ministries February 2013 - February 2014
Talmer Bank & Trust 2012 - 2013
Western & Southern Financial Group April 2011 - July 2012
Raymond James & Associates, Inc. October 2007 - December 2009
A.G. Edwards & Sons, Inc. July 2003 - October 2007
First of Michigan / Fahnestock & Co April 1995 - July 2003
Skills
Management, Leadership, Public Speaking, Customer Service, Program Management, Investments, Retirement Planning, Negotiation, Sales, Strategic Financial..., Estate Planning, Budgets, Sales Management, Microsoft Office, Microsoft Excel, Finance, PowerPoint, Training, Marketing Strategy, Public Relations, Series 7, Marketing, Strategic Planning, Event Planning
Education
Central Michigan University 1986 — 1990
Bachelor of Applied Arts, Clothing & Textiles: Merchandising
Port Huron High School 1982 — 1986
Crown Financial Ministries January 2012 - Present
Crown Financial Ministries February 2013 - February 2014
Talmer Bank & Trust 2012 - 2013
Western & Southern Financial Group April 2011 - July 2012
Raymond James & Associates, Inc. October 2007 - December 2009
A.G. Edwards & Sons, Inc. July 2003 - October 2007
First of Michigan / Fahnestock & Co April 1995 - July 2003
Skills
Management, Leadership, Public Speaking, Customer Service, Program Management, Investments, Retirement Planning, Negotiation, Sales, Strategic Financial..., Estate Planning, Budgets, Sales Management, Microsoft Office, Microsoft Excel, Finance, PowerPoint, Training, Marketing Strategy, Public Relations, Series 7, Marketing, Strategic Planning, Event Planning
Education
Central Michigan University 1986 — 1990
Bachelor of Applied Arts, Clothing & Textiles: Merchandising
Port Huron High School 1982 — 1986
Robin Daisley's Raymond James & Associates, Inc Experience May 1999 - April 2006
Job Secretary at Village Green Recreation Association
Industry Marketing and Advertising
Experience
Village Green Recreation Association January 2012 - Present
Village Green HOA March 2011 - Present
Trident Academy September 2012 - May 2013
Trident Academy May 2011 - September 2012
Trident Academy August 2010 - May 2011
Trident Academy September 2009 - May 2010
Drayton Hall Elementary School September 2007 - June 2009
Raymond James & Associates, Inc. May 1999 - April 2006
Raymond James & Associates, Inc. December 1997 - May 1999
Raymond James & Associates, Inc. August 1996 - December 1997
Skills
Editing, Newsletters, Social Media, Copywriting, Research, Marketing, Program Management, Publishing, Digital Photography
Education
Kean University 1983 — 1987
B.A., Fine Arts - Studio Crafts
Village Green Recreation Association January 2012 - Present
Village Green HOA March 2011 - Present
Trident Academy September 2012 - May 2013
Trident Academy May 2011 - September 2012
Trident Academy August 2010 - May 2011
Trident Academy September 2009 - May 2010
Drayton Hall Elementary School September 2007 - June 2009
Raymond James & Associates, Inc. May 1999 - April 2006
Raymond James & Associates, Inc. December 1997 - May 1999
Raymond James & Associates, Inc. August 1996 - December 1997
Skills
Editing, Newsletters, Social Media, Copywriting, Research, Marketing, Program Management, Publishing, Digital Photography
Education
Kean University 1983 — 1987
B.A., Fine Arts - Studio Crafts
Jerry Willenborg's Raymond James & Associates, Inc Experience 1997 - Present
Job Senior Vice President, Investments, Managing Director at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc 1997 - Present
J.B. Hanauer & Company 1987 - 1997
Skills
Series 65, Charitable Gift Planning, Investments, Financial Advisory, Financial Planning, Securities, Finance, Financial Services, Series 7, Asset Allocation, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Series 63, Portfolio Management, Alternative Investments, Asset Management, Investment Strategies, Estate Planning, Wealth Management..., Retirement
Education
University of South Florida 1983 — 1985
Raymond James & Associates, Inc 1997 - Present
J.B. Hanauer & Company 1987 - 1997
Skills
Series 65, Charitable Gift Planning, Investments, Financial Advisory, Financial Planning, Securities, Finance, Financial Services, Series 7, Asset Allocation, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Series 63, Portfolio Management, Alternative Investments, Asset Management, Investment Strategies, Estate Planning, Wealth Management..., Retirement
Education
University of South Florida 1983 — 1985
Dennis Schwartz's Raymond James & Associates, Inc Experience September 2005 - Present
Job Managing Director / Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc. September 2005 - Present
McDonald & Company February 1993 - September 2005
Skills
Financial Planning, Wealth Management, Portfolio Management, Asset Allocation, Investments, Financial Advisory, Retirement Planning
Education
John Carroll University 2002 — 2003
Executive Certificate in Financial Planning
City University of New York City College 1968 — 1972
Raymond James & Associates, Inc. September 2005 - Present
McDonald & Company February 1993 - September 2005
Skills
Financial Planning, Wealth Management, Portfolio Management, Asset Allocation, Investments, Financial Advisory, Retirement Planning
Education
John Carroll University 2002 — 2003
Executive Certificate in Financial Planning
City University of New York City College 1968 — 1972
Richard MacClary's Raymond James & Associates, Inc Experience 1999 - 2003
Job Senior Finance Executive | Growth Driven Business Partner
Industry Executive Office
Experience
LowT Centers, Inc. 2015 - 2015
Comdata July 2013 - December 2014
Emdeon Inc. 2006 - 2013
Emdeon Inc. 2004 - 2006
Hyde Park Capital Partners, LLC 2003 - 2004
Raymond James & Associates, Inc. 1999 - 2003
U.S. Naval Nuclear Propulsion Program 1992 - 1997
U.S. Naval Supply Corps School 1991 - 1992
Skills
Strategy, Finance, Corporate Finance, Mergers, Financial Analysis, Mergers & Acquisitions, Due Diligence, Forecasting, Valuation, Private Equity, Analysis, Leadership, Process Improvement, Sarbanes-Oxley Act, Cross-functional Team..., Budgets, Strategic Planning, Management
Education
Duke University - The Fuqua School of Business 1997 — 1999
Master of Business Administration (MBA)
The University of Virginia 1994 — 1997
Accounting Certificate
Duke University 1987 — 1991
Bachelor of Arts (BA), Economics
LowT Centers, Inc. 2015 - 2015
Comdata July 2013 - December 2014
Emdeon Inc. 2006 - 2013
Emdeon Inc. 2004 - 2006
Hyde Park Capital Partners, LLC 2003 - 2004
Raymond James & Associates, Inc. 1999 - 2003
U.S. Naval Nuclear Propulsion Program 1992 - 1997
U.S. Naval Supply Corps School 1991 - 1992
Skills
Strategy, Finance, Corporate Finance, Mergers, Financial Analysis, Mergers & Acquisitions, Due Diligence, Forecasting, Valuation, Private Equity, Analysis, Leadership, Process Improvement, Sarbanes-Oxley Act, Cross-functional Team..., Budgets, Strategic Planning, Management
Education
Duke University - The Fuqua School of Business 1997 — 1999
Master of Business Administration (MBA)
The University of Virginia 1994 — 1997
Accounting Certificate
Duke University 1987 — 1991
Bachelor of Arts (BA), Economics
Dianne Mouaikel SPHR; SHRM-SCP's Raymond James & Associates, Inc Experience September 1999 - December 2009
Job Director, Human Resources | HR Business Partner
Industry Financial Services
Experience
Financial One Accounting, Inc. November 2014 - Present
Self Employed March 2011 - November 2014
Raymond James & Associates, Inc. September 1999 - December 2009
Roney & Co July 1997 - September 1999
Roney & Co. July 1993 - July 1997
Roney & Co. July 1991 - July 1993
THE CROWN GROUP, INC August 1989 - December 1990
Taylor Publishing Company January 1988 - June 1989
Skills
Employee Relations, Organizational..., Mergers, Benefits, Performance Management, Leadership Development, Employee Benefits, Succession Planning, Compensation, Coaching, Employment Law, HR Policies, HR Strategy, Onboarding, Benefits Administration, HR Consulting, Interviewing, Conflict Resolution, Policy, Performance Appraisal, PeopleSoft, Applicant Tracking..., Supervisory Skills, Deferred Compensation, Analysis, Management, Human Resources, Strategy, Personnel Management, HRIS, Recruiting, Training, Interviews, Leadership, Change Management, Employee Training, New Hire Orientations, Talent Management, Management Consulting, Program Management, Payroll, Temporary Placement, Strategic Planning, College Recruiting, Career Development, FMLA, Employee Engagement, Hiring, Talent Acquisition, Organizational...
Education
The University of Texas at Dallas 1983 — 1987
Bachelor of Arts, General Studies, Management and Organizational Behavior
Financial One Accounting, Inc. November 2014 - Present
Self Employed March 2011 - November 2014
Raymond James & Associates, Inc. September 1999 - December 2009
Roney & Co July 1997 - September 1999
Roney & Co. July 1993 - July 1997
Roney & Co. July 1991 - July 1993
THE CROWN GROUP, INC August 1989 - December 1990
Taylor Publishing Company January 1988 - June 1989
Skills
Employee Relations, Organizational..., Mergers, Benefits, Performance Management, Leadership Development, Employee Benefits, Succession Planning, Compensation, Coaching, Employment Law, HR Policies, HR Strategy, Onboarding, Benefits Administration, HR Consulting, Interviewing, Conflict Resolution, Policy, Performance Appraisal, PeopleSoft, Applicant Tracking..., Supervisory Skills, Deferred Compensation, Analysis, Management, Human Resources, Strategy, Personnel Management, HRIS, Recruiting, Training, Interviews, Leadership, Change Management, Employee Training, New Hire Orientations, Talent Management, Management Consulting, Program Management, Payroll, Temporary Placement, Strategic Planning, College Recruiting, Career Development, FMLA, Employee Engagement, Hiring, Talent Acquisition, Organizational...
Education
The University of Texas at Dallas 1983 — 1987
Bachelor of Arts, General Studies, Management and Organizational Behavior
Bill Proffitt's Raymond James & Associates, Inc Experience February 2008 - Present
Job Sr. Systems Engineer at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc February 2008 - Present
The Nielsen Company May 2001 - February 2008
Skills
Disaster Recovery, Active Directory, Windows Server, Servers, VMware ESX, SharePoint, VMware, Troubleshooting, Virtualization, DNS, Data Center, Enterprise Architecture, SAN, Citrix, Microsoft Exchange, SDLC, Linux, Powershell, IIS, DHCP, Visio, Unix, DNS management, Storage Area Networks, Microsoft SQL Server, Solaris, TCP/IP, Oracle Fusion Middleware
Education
University of South Florida - College of Business Administration 1991 — 1994
BS Information Systems
Raymond James & Associates, Inc February 2008 - Present
The Nielsen Company May 2001 - February 2008
Skills
Disaster Recovery, Active Directory, Windows Server, Servers, VMware ESX, SharePoint, VMware, Troubleshooting, Virtualization, DNS, Data Center, Enterprise Architecture, SAN, Citrix, Microsoft Exchange, SDLC, Linux, Powershell, IIS, DHCP, Visio, Unix, DNS management, Storage Area Networks, Microsoft SQL Server, Solaris, TCP/IP, Oracle Fusion Middleware
Education
University of South Florida - College of Business Administration 1991 — 1994
BS Information Systems
Jonathan Detzel's Raymond James & Associates, Inc Experience December 2013 - May 2014
Job Vice President at Penta Mezzanine Fund
Industry Venture Capital & Private Equity
Experience
Penta Mezzanine Fund June 2014 - Present
Raymond James & Associates, Inc. December 2013 - May 2014
Raymond James & Associates, Inc. July 2011 - December 2013
Raymond James & Associates, Inc. July 2008 - June 2011
Dentons June 2007 - August 2007
Skills
Private Equity, Securities, IPO, Financial Modeling, Mergers, Company Acquisitions, Financial Analysis, Venture Capital, Valuation, Fairness Opinions, Buy-side, Sell Side, M&A experience, M&A due diligence, New Business Development, Private Placements, Restructuring, Mergers & Acquisitions, Equities, Due Diligence
Education
Duke University 2004 — 2008
BA, Political Science, Public Policy Studies
Trinity Preparatory School
Penta Mezzanine Fund June 2014 - Present
Raymond James & Associates, Inc. December 2013 - May 2014
Raymond James & Associates, Inc. July 2011 - December 2013
Raymond James & Associates, Inc. July 2008 - June 2011
Dentons June 2007 - August 2007
Skills
Private Equity, Securities, IPO, Financial Modeling, Mergers, Company Acquisitions, Financial Analysis, Venture Capital, Valuation, Fairness Opinions, Buy-side, Sell Side, M&A experience, M&A due diligence, New Business Development, Private Placements, Restructuring, Mergers & Acquisitions, Equities, Due Diligence
Education
Duke University 2004 — 2008
BA, Political Science, Public Policy Studies
Trinity Preparatory School
Jack MacDonald's Raymond James & Associates, Inc Experience December 2008 - September 2012
Job Experienced M&A and Corporate Finance Adviser to the Asset / Wealth Management Industry
Industry Investment Banking
Experience
Independent Consultant October 2012 - Present
Raymond James & Associates, Inc. December 2008 - September 2012
XPL Advisors LLC August 2001 - November 2008
Putnam Lovell August 1996 - July 2001
Citibank August 1989 - July 1996
PepsiCo September 1985 - July 1989
Baxter International Inc. September 1978 - August 1985
Smith & Gesteland May 1977 - August 1978
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MBA, Finance
St. Norbert College 1973 — 1977
BBA, Accounting
Independent Consultant October 2012 - Present
Raymond James & Associates, Inc. December 2008 - September 2012
XPL Advisors LLC August 2001 - November 2008
Putnam Lovell August 1996 - July 2001
Citibank August 1989 - July 1996
PepsiCo September 1985 - July 1989
Baxter International Inc. September 1978 - August 1985
Smith & Gesteland May 1977 - August 1978
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MBA, Finance
St. Norbert College 1973 — 1977
BBA, Accounting
J. Robert Lind, Jr.'s Raymond James & Associates, Inc Experience 1993 - 2006
Job Principal at Lind Capital Partners, LLC
Industry Investment Management
Experience
Lind Capital Partners, LLC 2009 - Present
Deutsche Bank AG 2006 - 2008
Raymond James & Associates, Inc. 1993 - 2006
Skills
Fixed Income, Series 7, Capital Markets, Bonds, Equities, Asset Managment, Investment Banking, Investments, Alternative Investments, Portfolio Management, Securities, Hedge Funds
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Finance and Accounting
Kenyon College 1979 — 1983
AB, History
Hubbard Woods
Lind Capital Partners, LLC 2009 - Present
Deutsche Bank AG 2006 - 2008
Raymond James & Associates, Inc. 1993 - 2006
Skills
Fixed Income, Series 7, Capital Markets, Bonds, Equities, Asset Managment, Investment Banking, Investments, Alternative Investments, Portfolio Management, Securities, Hedge Funds
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Finance and Accounting
Kenyon College 1979 — 1983
AB, History
Hubbard Woods
Aalan Elliot's Raymond James & Associates, Inc Experience 2001 - Present
Job Senior Business Analyst at Raymond James Financial
Industry Financial Services
Experience
Raymond James & Associates, Inc 2001 - Present
Transform LLC March 2000 - September 2000
Salomon Brothers February 1992 - September 1998
Skills
Fixed Income Expertise, Business Analysis, SDLC, Visio, Requirements Gathering, Requirements Analysis, Process Improvement, SharePoint, SQL, User Acceptance Testing, Project Management, Analysis, Business Process..., Microsoft SQL Server
Education
University of Tampa - John H. Sykes College of Business 1994 — 1996
MBA, Economics/Marketing
University of South Florida 1987 — 1990
BSC, Finance/International Studies
Raymond James & Associates, Inc 2001 - Present
Transform LLC March 2000 - September 2000
Salomon Brothers February 1992 - September 1998
Skills
Fixed Income Expertise, Business Analysis, SDLC, Visio, Requirements Gathering, Requirements Analysis, Process Improvement, SharePoint, SQL, User Acceptance Testing, Project Management, Analysis, Business Process..., Microsoft SQL Server
Education
University of Tampa - John H. Sykes College of Business 1994 — 1996
MBA, Economics/Marketing
University of South Florida 1987 — 1990
BSC, Finance/International Studies
Bennett Cole's Raymond James & Associates, Inc Experience February 2002 - March 2004
Job President at FalconBridge Capital Markets, LLC
Industry Investment Banking
Experience
FalconBridge Capital Markets, LLC October 2005 - Present
CSG Investments July 2004 - September 2005
Raymond James & Associates, Inc. February 2002 - March 2004
Wachovia Securities March 1997 - February 2002
Bank of America Securities July 1993 - March 1997
GE Capital June 1988 - July 1993
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1988
BS, Business Administration
FalconBridge Capital Markets, LLC October 2005 - Present
CSG Investments July 2004 - September 2005
Raymond James & Associates, Inc. February 2002 - March 2004
Wachovia Securities March 1997 - February 2002
Bank of America Securities July 1993 - March 1997
GE Capital June 1988 - July 1993
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1988
BS, Business Administration
Janetze Hart's Raymond James & Associates, Inc Experience April 2011 - Present
Job Software Engineer III at Raymond James and Associate
Industry Information Technology and Services
Experience
Raymond James & Associates, Inc April 2011 - Present
Skills
SQR, PeopleTools, PeopleSoft, Oracle SQL, Troubleshooting, Requirements Gathering, Business Analysis, Requirements Analysis, SQL, Software Development, ERP, SDLC, Oracle, Software Documentation, Databases, Testing, Unix, User Acceptance Testing, ITIL, Process Improvement, Access, Analysis, Systems Analysis, Crystal Reports, Visual Basic, SharePoint, Visio, Oracle SQL Developer
Education
University of South Florida
B.A., Mathematics, Magna cum Laude
Raymond James & Associates, Inc April 2011 - Present
Skills
SQR, PeopleTools, PeopleSoft, Oracle SQL, Troubleshooting, Requirements Gathering, Business Analysis, Requirements Analysis, SQL, Software Development, ERP, SDLC, Oracle, Software Documentation, Databases, Testing, Unix, User Acceptance Testing, ITIL, Process Improvement, Access, Analysis, Systems Analysis, Crystal Reports, Visual Basic, SharePoint, Visio, Oracle SQL Developer
Education
University of South Florida
B.A., Mathematics, Magna cum Laude
Jan Louis Grobstein's Raymond James & Associates, Inc Experience October 2006 - August 2012
Job Financial Consultant
Industry Financial Services
Experience
Raymond James Financial Services, Inc. August 2012 - Present
Raymond James & Associates, Inc. October 2006 - August 2012
Skills
Mutual Funds, Retirement Planning, Financial Advisory, Securities, Insurance, Investments, Retirement, Finance
Education
Rutgers University-New Brunswick 1968 — 1972
BA, Business/Education
Raymond James Financial Services, Inc. August 2012 - Present
Raymond James & Associates, Inc. October 2006 - August 2012
Skills
Mutual Funds, Retirement Planning, Financial Advisory, Securities, Insurance, Investments, Retirement, Finance
Education
Rutgers University-New Brunswick 1968 — 1972
BA, Business/Education
Tom Staszak's Raymond James & Associates, Inc Experience 1996 - 1998
Job Managing Director at Generational Capital Markets
Industry Investment Banking
Experience
Generational Capital Markets 2005 - Present
Citigroup 1998 - 2005
Raymond James & Associates, Inc 1996 - 1998
LevLane Advertising 1994 - 1996
United States Marine Corps 1986 - 1991
Skills
Investment Banking
Education
University of Tampa 1992 — 1994
BS, International Business
University of South Florida
Generational Capital Markets 2005 - Present
Citigroup 1998 - 2005
Raymond James & Associates, Inc 1996 - 1998
LevLane Advertising 1994 - 1996
United States Marine Corps 1986 - 1991
Skills
Investment Banking
Education
University of Tampa 1992 — 1994
BS, International Business
University of South Florida
Justin Liu, CFA's Raymond James & Associates, Inc Experience April 2014 - Present
Job Investment Banking Analyst at Raymond James
Industry Investment Banking
Experience
Raymond James & Associates, Inc. April 2014 - Present
EY August 2013 - March 2014
Ernst & Young Assurance & Advisory October 2010 - August 2013
Skills
Highly Analytical, Financial Reporting, Accounting, Audit, Financial Analysis, Excel, PowerPoint, Word, Budgeting, Microsoft Office, Data Analysis, Research, Analysis, Strategic Planning, Business Analysis, Mentoring, Mandarin, VBA, Auditing, Finance, Corporate Finance, Financial Modeling
Education
York University - Schulich School of Business 2006 — 2010
Honours International Bachelors of Business Administration, Accounting and Finance
The University of Hong Kong 2009 — 2009
BBA, Business
Fudan University 2008 — 2008
Intermediate Chinese Language and Culture, Mandarin
Raymond James & Associates, Inc. April 2014 - Present
EY August 2013 - March 2014
Ernst & Young Assurance & Advisory October 2010 - August 2013
Skills
Highly Analytical, Financial Reporting, Accounting, Audit, Financial Analysis, Excel, PowerPoint, Word, Budgeting, Microsoft Office, Data Analysis, Research, Analysis, Strategic Planning, Business Analysis, Mentoring, Mandarin, VBA, Auditing, Finance, Corporate Finance, Financial Modeling
Education
York University - Schulich School of Business 2006 — 2010
Honours International Bachelors of Business Administration, Accounting and Finance
The University of Hong Kong 2009 — 2009
BBA, Business
Fudan University 2008 — 2008
Intermediate Chinese Language and Culture, Mandarin
John F. Hill, CEP, AWMA, CRPC's Raymond James & Associates, Inc Experience April 2012 - Present
Job Managing Director, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. April 2012 - Present
Morgan Keegan & Company,Inc. October 2004 - April 2012
Wachovia Securities, LLC August 2000 - October 2004
PaineWebber January 1987 - August 2000
Texas Commerce Bank October 1985 - January 1987
Exxon Company, USA June 1980 - October 1985
Skills
Wealth Management, Personal Financial..., Retirement Planning, Estate Planning, Investment Advisory
Education
The University of Texas at Austin 1978 — 1980
Bachelor of Business Administration (BBA), Petroleum Land Management
Texas Christian University 1975 — 1977
Economics
Raymond James & Associates, Inc. April 2012 - Present
Morgan Keegan & Company,Inc. October 2004 - April 2012
Wachovia Securities, LLC August 2000 - October 2004
PaineWebber January 1987 - August 2000
Texas Commerce Bank October 1985 - January 1987
Exxon Company, USA June 1980 - October 1985
Skills
Wealth Management, Personal Financial..., Retirement Planning, Estate Planning, Investment Advisory
Education
The University of Texas at Austin 1978 — 1980
Bachelor of Business Administration (BBA), Petroleum Land Management
Texas Christian University 1975 — 1977
Economics
Matthew Houser's Raymond James & Associates, Inc Experience August 2011 - Present
Job IT Consultant / Incident & Problem Management. / Service Expert
Industry Information Technology and Services
Experience
Raymond James & Associates, Inc August 2011 - Present
PricewaterhouseCoopers June 2009 - January 2011
T-Mobile August 2006 - January 2009
Verizon August 2002 - August 2004
Paychex April 1997 - March 2000
Sprint July 1996 - March 1997
Skills
Technical Support, Information Technology, Service Desk, Application Support, ITIL, Quality Assurance, Technical Writing, Testing, Security, Networking, Knowledge Management, Help Desk Support, SharePoint, Technology Management, Troubleshooting, Software Documentation, Active Directory, Software Installation, Manual Testing, Blackberry Enterprise..., Regression Testing, Vendor Management, Windows 7, Process Improvement, IT Operations, Customer Satisfaction, IT Management, System Deployment, Business Intelligence, Leadership, Subject Matter Expert, Technical Management, Desktop Support, Mobile Devices, Mobile Technology, Team Building, Team Leadership, Building Relationships, Software Consulting, Peer Mentoring, Remote Desktop, Communication, Outlook
Education
Hillsborough Community College 2003 — 2004
Non-degree, Cisco Networking Academy
University of South Florida 1991 — 1994
Bachelor of Science, Biology
Hillsborough Community College 1987 — 1991
Associate of Arts, Liberal Arts
Raymond James & Associates, Inc August 2011 - Present
PricewaterhouseCoopers June 2009 - January 2011
T-Mobile August 2006 - January 2009
Verizon August 2002 - August 2004
Paychex April 1997 - March 2000
Sprint July 1996 - March 1997
Skills
Technical Support, Information Technology, Service Desk, Application Support, ITIL, Quality Assurance, Technical Writing, Testing, Security, Networking, Knowledge Management, Help Desk Support, SharePoint, Technology Management, Troubleshooting, Software Documentation, Active Directory, Software Installation, Manual Testing, Blackberry Enterprise..., Regression Testing, Vendor Management, Windows 7, Process Improvement, IT Operations, Customer Satisfaction, IT Management, System Deployment, Business Intelligence, Leadership, Subject Matter Expert, Technical Management, Desktop Support, Mobile Devices, Mobile Technology, Team Building, Team Leadership, Building Relationships, Software Consulting, Peer Mentoring, Remote Desktop, Communication, Outlook
Education
Hillsborough Community College 2003 — 2004
Non-degree, Cisco Networking Academy
University of South Florida 1991 — 1994
Bachelor of Science, Biology
Hillsborough Community College 1987 — 1991
Associate of Arts, Liberal Arts
Sandra Holbert's Raymond James & Associates, Inc Experience May 1981 - Present
Job Senior Investment Specialist at Raymond James & Associates, Inc.
Industry
Experience
Raymond James & Associates, Inc. May 1981 - Present
Skills
Investments, Series 7, Asset Management, Mutual Funds, Series 63, Fixed Income, Process Improvement, Wealth Management, Retirement, Equities
Education
Miami University 1964 — 1968
Bachelor's Degree, Elementary Education and Teaching
Raymond James & Associates, Inc. May 1981 - Present
Skills
Investments, Series 7, Asset Management, Mutual Funds, Series 63, Fixed Income, Process Improvement, Wealth Management, Retirement, Equities
Education
Miami University 1964 — 1968
Bachelor's Degree, Elementary Education and Teaching
Beth Oppenheim's Raymond James & Associates, Inc Experience 1991 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James & Associates, Inc. 1991 - Present
Raymond james & Assoc January 1991 - July 2009
Skills
Wealth Management, Series 7, Mutual Funds, Series 63, Investments, Microsoft Word, Retirement Planning, Microsoft Office, Strategic Financial..., Investment Advisory, Financial Services
Education
Drexel University
Bachelor of Science (B.S.), Business Administration and Management, General
Raymond James & Associates, Inc. 1991 - Present
Raymond james & Assoc January 1991 - July 2009
Skills
Wealth Management, Series 7, Mutual Funds, Series 63, Investments, Microsoft Word, Retirement Planning, Microsoft Office, Strategic Financial..., Investment Advisory, Financial Services
Education
Drexel University
Bachelor of Science (B.S.), Business Administration and Management, General
Jim Montalto's Raymond James & Associates, Inc Experience October 2014 - Present
Job Financial Advisor at Raymond James & Associates, Inc. Serving Boston and the Boston Metrowest Area
Industry Financial Services
Experience
Raymond James & Associates, Inc. October 2014 - Present
Skills
Personal Financial..., Investment Strategies, Investment Advisory, Public Speaking, Strategic Communications, Copywriting, Corporate Communications, Newsletters
Education
American University 1994 — 1996
Master's, Journalism and Public Affairs
The Catholic University of America 1986 — 1990
BA, Economics
Raymond James & Associates, Inc. October 2014 - Present
Skills
Personal Financial..., Investment Strategies, Investment Advisory, Public Speaking, Strategic Communications, Copywriting, Corporate Communications, Newsletters
Education
American University 1994 — 1996
Master's, Journalism and Public Affairs
The Catholic University of America 1986 — 1990
BA, Economics
Lawrence W. Haag's Raymond James & Associates, Inc Experience January 1995 - July 2005
Job Managing Director, Head of Credit Sales Incapital Holdings LLC
Industry Financial Services
Experience
Incapital November 2014 - Present
Maxim Group May 2012 - September 2014
KBW June 2010 - August 2011
Cantor Fitzgerald, LLC July 2005 - February 2010
Raymond James & Associates, Inc. January 1995 - July 2005
Paine Webber Group (acquired by UBS Securities, USA) 1982 - 1994
Skills
Credit Trading, FINRA Series 24, 8, 7..., Capital Markets, Fixed Income, Trading, Investment Banking, Investments, Hedge Funds, Bloomberg, Equities, Bonds, Series 7, Structured Products, Derivatives, Trading Systems, Sales, Business Development, Securities, Management, Financial Markets, New Business Development, Electronic Trading, CRM, Financial Modeling, Emerging Markets, FINRA, Options, Portfolio Management
Education
Boston College
Bachelor of Science, Finance
Incapital November 2014 - Present
Maxim Group May 2012 - September 2014
KBW June 2010 - August 2011
Cantor Fitzgerald, LLC July 2005 - February 2010
Raymond James & Associates, Inc. January 1995 - July 2005
Paine Webber Group (acquired by UBS Securities, USA) 1982 - 1994
Skills
Credit Trading, FINRA Series 24, 8, 7..., Capital Markets, Fixed Income, Trading, Investment Banking, Investments, Hedge Funds, Bloomberg, Equities, Bonds, Series 7, Structured Products, Derivatives, Trading Systems, Sales, Business Development, Securities, Management, Financial Markets, New Business Development, Electronic Trading, CRM, Financial Modeling, Emerging Markets, FINRA, Options, Portfolio Management
Education
Boston College
Bachelor of Science, Finance
Lucia Iacono's Raymond James & Associates, Inc Experience December 2005 - Present
Job Ex. Administrative Assistant at Raymond James & Associates, Inc.
Industry Investment Banking
Experience
Raymond James & Associates, Inc. December 2005 - Present
Advest, Inc. May 1998 - December 2005
Skills
Financial Services, Capital Markets, Fixed Income
Education
Grace Institute
Kingsborough Community College
Raymond James & Associates, Inc. December 2005 - Present
Advest, Inc. May 1998 - December 2005
Skills
Financial Services, Capital Markets, Fixed Income
Education
Grace Institute
Kingsborough Community College
Christian Zych's Raymond James & Associates, Inc Experience 2007 - 2013
Job Mergers & Acquisitions and Management Reporting
Industry Financial Services
Experience
United Community Banks, Inc. 2014 - Present
First Citizens Bank 2013 - 2014
Raymond James & Associates, Inc. 2007 - 2013
United Community Banks, Inc. 2002 - 2007
SunTrust Banks, Inc. 2001 - 2002
SunTrust Banks, Inc. 1999 - 2000
Bank of America 1995 - 1997
Skills
Corporate Finance, Financial Analysis, New Business Development, Mergers & Acquisitions, Banking, Investment Banking, Finance, Financial Institutions, Strategic Planning, Financial Modeling, Capital Markets, Capital Raising, Corporate Development, Deal Execution, Negotiation, Communication, Strategic Communications, Corporate Communications, Compliance, Internal Audit, Fixed Income, Portfolio Management, Private Equity, Asset Management, Investments, Executive Management, Financial Services, Investor Relations, Business Development, Analysis
Education
Wake Forest University - Babcock Graduate School of Management 1997 — 1999
MBA, Finance - Investment Banking
Bentley University 1988 — 1992
BS, Finance
United Community Banks, Inc. 2014 - Present
First Citizens Bank 2013 - 2014
Raymond James & Associates, Inc. 2007 - 2013
United Community Banks, Inc. 2002 - 2007
SunTrust Banks, Inc. 2001 - 2002
SunTrust Banks, Inc. 1999 - 2000
Bank of America 1995 - 1997
Skills
Corporate Finance, Financial Analysis, New Business Development, Mergers & Acquisitions, Banking, Investment Banking, Finance, Financial Institutions, Strategic Planning, Financial Modeling, Capital Markets, Capital Raising, Corporate Development, Deal Execution, Negotiation, Communication, Strategic Communications, Corporate Communications, Compliance, Internal Audit, Fixed Income, Portfolio Management, Private Equity, Asset Management, Investments, Executive Management, Financial Services, Investor Relations, Business Development, Analysis
Education
Wake Forest University - Babcock Graduate School of Management 1997 — 1999
MBA, Finance - Investment Banking
Bentley University 1988 — 1992
BS, Finance
Leesa Nobel's Raymond James & Associates, Inc Experience 1995 - 2010
Job COO Spartan Securities Group, Ltd. & Island Stock Transfer, LLC
Industry Financial Services
Experience
Spartan Securities Group, Ltd. & Island Stock Transfer, LLC September 2010 - Present
Island Stock Transfer 2010 - 2011
Raymond James & Associates, Inc 1995 - 2010
Raymond James & Associates, Inc. 1988 - 1995
Raymond James & Associates, Inc. 1984 - 1988
Interstate Securities 1983 - 1984
Raymond James & Associates, Inc. 1979 - 1983
Education
St. Petersburg College
Spartan Securities Group, Ltd. & Island Stock Transfer, LLC September 2010 - Present
Island Stock Transfer 2010 - 2011
Raymond James & Associates, Inc 1995 - 2010
Raymond James & Associates, Inc. 1988 - 1995
Raymond James & Associates, Inc. 1984 - 1988
Interstate Securities 1983 - 1984
Raymond James & Associates, Inc. 1979 - 1983
Education
St. Petersburg College
James Kassis, FLMI, ACS, AIRC, ARA's Raymond James & Associates, Inc Experience October 2006 - August 2010
Job Business Instructor at MetLife
Industry Insurance
Experience
MetLife June 2013 - Present
MetLife October 2011 - June 2013
Citi 2011 - October 2011
Raymond James & Associates, Inc October 2006 - August 2010
Skills
Sales, Insurance, Life Insurance, New Business Development, Securities, Fixed Annuities, Qualified Retirement..., IRAs, Variable Annuities, Indexed Annuities, Management, Leadership, Term Life Insurance, Customer Service, Brokers, Underwriting, Disability Insurance, Financial Services, Retirement Planning, Team Building, Retirement, Training, Process Improvement
Education
University of South Florida 2004 — 2006
B.S., Economics
MetLife June 2013 - Present
MetLife October 2011 - June 2013
Citi 2011 - October 2011
Raymond James & Associates, Inc October 2006 - August 2010
Skills
Sales, Insurance, Life Insurance, New Business Development, Securities, Fixed Annuities, Qualified Retirement..., IRAs, Variable Annuities, Indexed Annuities, Management, Leadership, Term Life Insurance, Customer Service, Brokers, Underwriting, Disability Insurance, Financial Services, Retirement Planning, Team Building, Retirement, Training, Process Improvement
Education
University of South Florida 2004 — 2006
B.S., Economics
Lauri McDougall's Raymond James & Associates, Inc Experience August 2000 - Present
Job Senior Registered Service Associate, Registered Paraplanner
Industry Financial Services
Experience
Raymond James & Associates, Inc. August 2000 - Present
Merrill Lynch October 1993 - August 2000
Merrill Lynch January 1988 - October 1989
Education
Saginaw Valley State University 1984 — 1988
Bachelor's Degree, Business Administration
Raymond James & Associates, Inc. August 2000 - Present
Merrill Lynch October 1993 - August 2000
Merrill Lynch January 1988 - October 1989
Education
Saginaw Valley State University 1984 — 1988
Bachelor's Degree, Business Administration
Bryan D. Batassa's Raymond James & Associates, Inc Experience October 2008 - August 2010
Job Research Associate at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management June 2011 - Present
Crosstree Capital Partners January 2011 - May 2011
Raymond James & Associates, Inc October 2008 - August 2010
US Bank January 2008 - August 2008
Skills
Valuation, Investments, Equity Research, Equities, Financial Analysis, Mutual Funds, Securities, Financial Modeling, Hedge Funds, Investment Strategies, Capital IQ, Asset Management, Bloomberg, Portfolio Management, Microsoft Excel, Account Reconciliation, Alternative Investments, Investment Management, Capital Markets, Derivatives, Bloomberg Terminal, Asset Allocation, Financial Markets, Equity Valuation, Due Diligence, Financial Services
Education
University of South Florida 2009 — 2011
MS, Finance
Eagle Asset Management June 2011 - Present
Crosstree Capital Partners January 2011 - May 2011
Raymond James & Associates, Inc October 2008 - August 2010
US Bank January 2008 - August 2008
Skills
Valuation, Investments, Equity Research, Equities, Financial Analysis, Mutual Funds, Securities, Financial Modeling, Hedge Funds, Investment Strategies, Capital IQ, Asset Management, Bloomberg, Portfolio Management, Microsoft Excel, Account Reconciliation, Alternative Investments, Investment Management, Capital Markets, Derivatives, Bloomberg Terminal, Asset Allocation, Financial Markets, Equity Valuation, Due Diligence, Financial Services
Education
University of South Florida 2009 — 2011
MS, Finance
Belk Daughtridge's Raymond James & Associates, Inc Experience October 2012 - Present
Job Financial Advisor at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. October 2012 - Present
Morgan Stanley Smith Barney March 1996 - October 2012
Belk August 1980 - January 1995
Skills
Financial Advisory, Uniform Combined State..., 401k Rollovers, Series 7, Investment Advisory, Retirement Planning, Wealth Management, Saving for Education, Series 63, Series 65, Asset Allocation, 529 Plans, Mutual Funds, Retirement, IRAs, Investment Strategies, Fixed Annuities, Strategic Financial..., Estate Planning, Alternative Investments
Education
UNC Chapel Hill 1978 — 1980
Master of Business Administration (MBA), Accounting and Finance
Pepperdine University 1976 — 1978
Master of Arts (MA), Human Resources Management and Services, With Honors
UNC Chapel Hill 1971 — 1975
BA, BS, Industrial Relations, History, Passed
Raymond James & Associates, Inc. October 2012 - Present
Morgan Stanley Smith Barney March 1996 - October 2012
Belk August 1980 - January 1995
Skills
Financial Advisory, Uniform Combined State..., 401k Rollovers, Series 7, Investment Advisory, Retirement Planning, Wealth Management, Saving for Education, Series 63, Series 65, Asset Allocation, 529 Plans, Mutual Funds, Retirement, IRAs, Investment Strategies, Fixed Annuities, Strategic Financial..., Estate Planning, Alternative Investments
Education
UNC Chapel Hill 1978 — 1980
Master of Business Administration (MBA), Accounting and Finance
Pepperdine University 1976 — 1978
Master of Arts (MA), Human Resources Management and Services, With Honors
UNC Chapel Hill 1971 — 1975
BA, BS, Industrial Relations, History, Passed
Debra Hanaford's Raymond James & Associates, Inc Experience November 2014 - Present
Job Senior Investment Management Specialist at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. November 2014 - Present
Skills
Uniform Combined State..., Series 63, Series 7, Wealth Management, Securities, Mutual Funds
Education
Christopher Newport University
Bachelor of Science (B.S.), Finance and Financial Management Services
Raymond James & Associates, Inc. November 2014 - Present
Skills
Uniform Combined State..., Series 63, Series 7, Wealth Management, Securities, Mutual Funds
Education
Christopher Newport University
Bachelor of Science (B.S.), Finance and Financial Management Services
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
Kristen (McKeague) Read's Raymond James & Associates, Inc Experience September 2005 - Present
Job Assistant Vice President, Internal Consultant at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc September 2005 - Present
Allstate September 1999 - September 2005
Education
University of South Florida 2000 — 2005
Business Administration, Finance
Raymond James & Associates, Inc September 2005 - Present
Allstate September 1999 - September 2005
Education
University of South Florida 2000 — 2005
Business Administration, Finance
Rani Stevens Goodman's Raymond James & Associates, Inc Experience March 2015 - Present
Job Marketing Assistant / Wealth Management Specialist at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc March 2015 - Present
Raymond James & Associates, Inc. April 1999 - April 2013
Prudential Securities September 1989 - April 1999
Thomson Mckinnon October 1986 - September 1989
Education
Forest Hills High School, NY
High School Diploma, Academic
State University of New York College at Cortland
Raymond James & Associates, Inc March 2015 - Present
Raymond James & Associates, Inc. April 1999 - April 2013
Prudential Securities September 1989 - April 1999
Thomson Mckinnon October 1986 - September 1989
Education
Forest Hills High School, NY
High School Diploma, Academic
State University of New York College at Cortland
Frederick Porter's Raymond James & Associates, Inc Experience March 2012 - April 2014
Job System Analyst at All Children's Hospital
Industry Hospital & Health Care
Experience
All Children's Hospital April 2014 - Present
Raymond James & Associates, Inc March 2012 - April 2014
Raymond James Financial Inc. March 2008 - March 2012
Raymond James Financial Inc. January 2006 - February 2008
Skills
SQL, Quality Center, Service Center
Education
University of South Florida 2001 — 2006
BS, Management Information Systems
All Children's Hospital April 2014 - Present
Raymond James & Associates, Inc March 2012 - April 2014
Raymond James Financial Inc. March 2008 - March 2012
Raymond James Financial Inc. January 2006 - February 2008
Skills
SQL, Quality Center, Service Center
Education
University of South Florida 2001 — 2006
BS, Management Information Systems
Yulia DeArmond's Raymond James & Associates, Inc Experience July 2010 - September 2011
Job Trading Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2011 - Present
Raymond James & Associates, Inc July 2010 - September 2011
Skills
Mutual Funds, Portfolio Management, Electronic Trading, Series 7, Trading, Asset Allocation, Equities
Education
University of Tampa - John H. Sykes College of Business 2013 — 2017
Master of Science (M.S.), Finance
University of South Florida 2007 — 2009
B.S., Finance
Kaliningrad Technical State University 2000 — 2005
B.S., Business Administration
Raymond James Financial Inc. October 2011 - Present
Raymond James & Associates, Inc July 2010 - September 2011
Skills
Mutual Funds, Portfolio Management, Electronic Trading, Series 7, Trading, Asset Allocation, Equities
Education
University of Tampa - John H. Sykes College of Business 2013 — 2017
Master of Science (M.S.), Finance
University of South Florida 2007 — 2009
B.S., Finance
Kaliningrad Technical State University 2000 — 2005
B.S., Business Administration
Scott Simone's Raymond James & Associates, Inc Experience February 1990 - August 2001
Job Owner at WSS Communications
Industry Telecommunications
Experience
WSS Communications August 2001 - Present
Raymond James & Associates, Inc February 1990 - August 2001
Skills
Start-ups, Financial Modeling, Telecommunications, Strategic Planning, New Business Development, VoIP, Account Management
Education
University of South Florida 1990 — 1993
BA, Accounting
WSS Communications August 2001 - Present
Raymond James & Associates, Inc February 1990 - August 2001
Skills
Start-ups, Financial Modeling, Telecommunications, Strategic Planning, New Business Development, VoIP, Account Management
Education
University of South Florida 1990 — 1993
BA, Accounting
Nina Iacovella's Raymond James & Associates, Inc Experience February 1998 - Present
Job Sr. Software Engineer at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc February 1998 - Present
Fiserv October 1987 - February 1998
COMP Systems October 1985 - August 1987
Skills
SDLC, SQL, Microsoft SQL Server, T-SQL, ASP.NET MVC, SSIS, SOA, C#, ASP.NET, Requirements Analysis, Web Services, .NET, Visual Studio, jQuery UI, jquery, JavaScript, WinForms, Infragistics, SSRS, VB.NET, WCF
Education
University of South Florida 1980 — 1985
BS, Management Information Systems, General
Raymond James & Associates, Inc February 1998 - Present
Fiserv October 1987 - February 1998
COMP Systems October 1985 - August 1987
Skills
SDLC, SQL, Microsoft SQL Server, T-SQL, ASP.NET MVC, SSIS, SOA, C#, ASP.NET, Requirements Analysis, Web Services, .NET, Visual Studio, jQuery UI, jquery, JavaScript, WinForms, Infragistics, SSRS, VB.NET, WCF
Education
University of South Florida 1980 — 1985
BS, Management Information Systems, General
Janet Brito's Raymond James & Associates, Inc Experience 2007 - Present
Job RJ Associate
Industry Financial Services
Experience
Raymond James & Associates, Inc 2007 - Present
Skills
Microsoft Office, Customer Service, Team Building, Teaching, Training, Process Improvement
Education
University of South Florida
B.S, Finance
Raymond James & Associates, Inc 2007 - Present
Skills
Microsoft Office, Customer Service, Team Building, Teaching, Training, Process Improvement
Education
University of South Florida
B.S, Finance
Benny Beronda's Raymond James & Associates, Inc Experience June 2010 - April 2012
Job Manager Tax Application Support at PwC
Industry Financial Services
Experience
PwC January 2012 - Present
Raymond James & Associates, Inc June 2010 - April 2012
PricewaterhouseCoopers 1992 - 2009
Florida Federal 1981 - 1991
Skills
Business Process, SAP R/3, Visio, Business Analysis
Education
University of South Florida
Bachelor's degree, MIS
PwC January 2012 - Present
Raymond James & Associates, Inc June 2010 - April 2012
PricewaterhouseCoopers 1992 - 2009
Florida Federal 1981 - 1991
Skills
Business Process, SAP R/3, Visio, Business Analysis
Education
University of South Florida
Bachelor's degree, MIS
Alan Barrier's Raymond James & Associates, Inc Experience April 2007 - Present
Job Supervisor of Asset Management Services at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc April 2007 - Present
G&K Services January 1996 - April 2003
Southeast Atlantic Corporation January 1994 - January 1996
Skills
Financial Analysis, Asset Management, Banking, Process Improvement, Asset Allocation, Insurance, Business Analysis, Microsoft Excel
Education
University of South Florida 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Raymond James & Associates, Inc April 2007 - Present
G&K Services January 1996 - April 2003
Southeast Atlantic Corporation January 1994 - January 1996
Skills
Financial Analysis, Asset Management, Banking, Process Improvement, Asset Allocation, Insurance, Business Analysis, Microsoft Excel
Education
University of South Florida 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Jacqueline Spiro's Raymond James & Associates, Inc Experience March 2012 - Present
Job Financial Services
Industry Financial Services
Experience
Raymond James & Associates, Inc. March 2012 - Present
Morgan Stanley Smith Barney October 2006 - February 2012
Greenberg Traurig, LLP June 2003 - October 2006
Education
Pace University - Lubin School of Business
BBA, Business Management
blind brook
Raymond James & Associates, Inc. March 2012 - Present
Morgan Stanley Smith Barney October 2006 - February 2012
Greenberg Traurig, LLP June 2003 - October 2006
Education
Pace University - Lubin School of Business
BBA, Business Management
blind brook
Sanjay Dharanidhar's Raymond James & Associates, Inc Experience September 2009 - October 2012
Job Senior Software Engineer @ MyUS.com
Industry Import and Export
Experience
MyUS.com November 2012 - Present
Raymond James & Associates, Inc September 2009 - October 2012
Veredus June 2009 - August 2009
Access USA Inc August 2008 - April 2009
IT consultant Self Employed July 2006 - June 2008
IT Consultant December 2004 - April 2006
SAIC August 2002 - November 2004
Xtria October 2001 - June 2002
Trilogy August 1998 - April 2001
NCR Corporation May 1997 - August 1998
Skills
C++, ASP.NET, SQL, LINQ, XML, C#, XAML, Agile, ASP.NET MVC, MVVM, LAMP, ASP.NET AJAX, Java, JavaScript, SQL database design, OOAD, E-commerce, SSRS, SSIS, C, WCF, WPF, Scrum, Perl, MySQL, Oracle, Entity Framework, Design Patterns, Application Architecture, Software Development, Software Engineering, Software Design
Education
University of South Carolina-Columbia
Master's, Computer Engineering
University of South Carolina-Columbia
Bachelor's, Computer Engineering
University of South Carolina-Columbia
Bachelor’s, Physics
MyUS.com November 2012 - Present
Raymond James & Associates, Inc September 2009 - October 2012
Veredus June 2009 - August 2009
Access USA Inc August 2008 - April 2009
IT consultant Self Employed July 2006 - June 2008
IT Consultant December 2004 - April 2006
SAIC August 2002 - November 2004
Xtria October 2001 - June 2002
Trilogy August 1998 - April 2001
NCR Corporation May 1997 - August 1998
Skills
C++, ASP.NET, SQL, LINQ, XML, C#, XAML, Agile, ASP.NET MVC, MVVM, LAMP, ASP.NET AJAX, Java, JavaScript, SQL database design, OOAD, E-commerce, SSRS, SSIS, C, WCF, WPF, Scrum, Perl, MySQL, Oracle, Entity Framework, Design Patterns, Application Architecture, Software Development, Software Engineering, Software Design
Education
University of South Carolina-Columbia
Master's, Computer Engineering
University of South Carolina-Columbia
Bachelor's, Computer Engineering
University of South Carolina-Columbia
Bachelor’s, Physics
Michelle Davison's Raymond James & Associates, Inc Experience August 1998 - Present
Job Software Engineer IV at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc August 1998 - Present
Education
University of South Florida 2006 — 2012
MA - working toward, US History
University of South Florida 1996 — 2001
BS, Business Administration - MIS
Raymond James & Associates, Inc August 1998 - Present
Education
University of South Florida 2006 — 2012
MA - working toward, US History
University of South Florida 1996 — 2001
BS, Business Administration - MIS
Nicholas Chugani's Raymond James & Associates, Inc Experience February 2010 - June 2012
Job Senior Information Systems Auditor at TECO Energy
Industry Utilities
Experience
TECO Energy September 2013 - Present
TECO Energy July 2012 - Present
Raymond James & Associates, Inc February 2010 - June 2012
Ernst & Young August 2007 - December 2009
Skills
Financial Analysis, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Auditing, Accounting, US GAAP, IT Audit, Enterprise Risk..., Analysis
Education
University of South Florida - College of Business Administration 2001 — 2003
Bachelor of Science (B.S.), Accounting, MIS, and Marketing
TECO Energy September 2013 - Present
TECO Energy July 2012 - Present
Raymond James & Associates, Inc February 2010 - June 2012
Ernst & Young August 2007 - December 2009
Skills
Financial Analysis, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Auditing, Accounting, US GAAP, IT Audit, Enterprise Risk..., Analysis
Education
University of South Florida - College of Business Administration 2001 — 2003
Bachelor of Science (B.S.), Accounting, MIS, and Marketing
Jessica Thigpen's Raymond James & Associates, Inc Experience PurchaserSticky JewelryJuly 2006 - August 2011
Job Event Planner and SA at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc PurchaserSticky JewelryJuly 2006 - August 2011
Skills
Project Management, CRM, Event Planning, Personal Shopping, Purchasing, Data Mining, Data Warehousing, Microsoft Excel, Microsoft Office, Personal Finance, Makeup Artistry, Painting, Event Management, Corporate Events, Private Events, Statistical Software, Fast Learner, Fashion, Organizational Design, Organizational Behavior
Education
University of South Florida 2009 — 2013
Saint Petersburg High School
Raymond James & Associates, Inc PurchaserSticky JewelryJuly 2006 - August 2011
Skills
Project Management, CRM, Event Planning, Personal Shopping, Purchasing, Data Mining, Data Warehousing, Microsoft Excel, Microsoft Office, Personal Finance, Makeup Artistry, Painting, Event Management, Corporate Events, Private Events, Statistical Software, Fast Learner, Fashion, Organizational Design, Organizational Behavior
Education
University of South Florida 2009 — 2013
Saint Petersburg High School
David Cole, CPA's Raymond James & Associates, Inc Experience May 2000 - April 2006
Job Chief Financial Officer at Calton & Associates, Inc.
Industry Financial Services
Experience
Calton & Associates, Inc. April 2006 - Present
Raymond James & Associates, Inc. May 2000 - April 2006
Skills
Financial Analysis, Securities, Alternative Investments, Series 7, Strategic Financial..., Investments, Financial Modeling
Education
University of South Florida - College of Business Administration 2000 — 2002
Master of Business Administration (MBA), IT, Finance, Economics
University of South Florida - College of Business Administration 1994 — 1996
Bachelor of Science (BS), Accounting
Florida State University 1988 — 1992
Bachelor of Science (B.S.), Finance
Calton & Associates, Inc. April 2006 - Present
Raymond James & Associates, Inc. May 2000 - April 2006
Skills
Financial Analysis, Securities, Alternative Investments, Series 7, Strategic Financial..., Investments, Financial Modeling
Education
University of South Florida - College of Business Administration 2000 — 2002
Master of Business Administration (MBA), IT, Finance, Economics
University of South Florida - College of Business Administration 1994 — 1996
Bachelor of Science (BS), Accounting
Florida State University 1988 — 1992
Bachelor of Science (B.S.), Finance
Angela Kukoda's Raymond James & Associates, Inc Experience 2004 - 2005
Job Senior Vice President at FirstSouthwest
Industry Investment Banking
Experience
FirstSouthwest September 2010 - Present
Sequoia Financial Group LLC (Acquired by FirstSouthwest) March 2009 - September 2010
Radian Asset Assurance Inc. January 2007 - September 2008
Capital One Public Funding, LLC (Formerly North Fork Bank) 2006 - 2007
Raymond James & Associates, Inc. 2004 - 2005
Merrill Lynch 2002 - 2004
J.P. Morgan 1999 - 2002
Public Financial Management (Formerly Evensen Dodge Inc.) 1997 - 1999
Standard & Poor's 1989 - 1996
Skills
Finance, Portfolio Management, Credit, Investment Banking, Financial Modeling, Structured Finance
Education
Columbia University - School of International and Public Affairs 1987 — 1989
Master's degree, International Economics
New York University 1983 — 1987
Bachelor of Arts (B.A.), Magna Cum Laude, Political Science; Minors in Economics and French
FirstSouthwest September 2010 - Present
Sequoia Financial Group LLC (Acquired by FirstSouthwest) March 2009 - September 2010
Radian Asset Assurance Inc. January 2007 - September 2008
Capital One Public Funding, LLC (Formerly North Fork Bank) 2006 - 2007
Raymond James & Associates, Inc. 2004 - 2005
Merrill Lynch 2002 - 2004
J.P. Morgan 1999 - 2002
Public Financial Management (Formerly Evensen Dodge Inc.) 1997 - 1999
Standard & Poor's 1989 - 1996
Skills
Finance, Portfolio Management, Credit, Investment Banking, Financial Modeling, Structured Finance
Education
Columbia University - School of International and Public Affairs 1987 — 1989
Master's degree, International Economics
New York University 1983 — 1987
Bachelor of Arts (B.A.), Magna Cum Laude, Political Science; Minors in Economics and French
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