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
Doug McDonald Doug McDonald's Raymond James & Associates, Inc Experience July 2006 - Present
Job Real Estate Investment Banking at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. July 2006 - Present
Raymond James & Associates, Inc. July 2004 - July 2006
Skills
Financial Modeling, Investments, Valuation, Asset Management, Portfolio Management, Financial Analysis, Real Estate, Due Diligence, Real Estate Economics, Private Equity, Equities, Corporate Finance, Alternative Investments, Capital Markets, Mergers & Acquisitions, Finance
Education
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration (BBA), International Business and Finance
Raymond James & Associates, Inc. July 2006 - Present
Raymond James & Associates, Inc. July 2004 - July 2006
Skills
Financial Modeling, Investments, Valuation, Asset Management, Portfolio Management, Financial Analysis, Real Estate, Due Diligence, Real Estate Economics, Private Equity, Equities, Corporate Finance, Alternative Investments, Capital Markets, Mergers & Acquisitions, Finance
Education
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration (BBA), International Business and Finance
Bradley Pagliaro Bradley Pagliaro's Raymond James & Associates, Inc Experience October 2010 - August 2012
Job Analyst, Marketing Regulatory Review at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2014 - Present
Raymond James Financial Inc. August 2012 - July 2014
Raymond James & Associates, Inc. October 2010 - August 2012
Florcon Corporation September 2008 - February 2010
TIAA-CREF March 2006 - September 2008
Banc of America Investment Services, Inc June 2005 - November 2005
Bank of America Private Bank June 2004 - June 2005
Charlotte Metro Federal Credit Union August 1998 - June 2004
Skills
Financial Services, Investments, Business Analysis, Training Delivery, Team Leadership, Employee Training, Business Development, Team Building, Strategic Financial..., Management, Leadership, FINRA, AML, Finance, Strategic Planning, Mutual Funds, Training, Marketing, Securities, Process Improvement, Compliance, Budgets, Portfolio Management, Risk Management, Credit, Banking, Business Process..., Trading, Loans, Data Analysis, Retirement Planning, Relationship Management, 401k, Wealth Management, Credit Unions, Options, Vendor Management, Strategic Communications, Internal Communications, Policy Writing, Procedure Development
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Bachelor of Science in Business Administration, Majors in Finance (Financial Management Concentration) and Marketing
LPL Financial August 2014 - Present
Raymond James Financial Inc. August 2012 - July 2014
Raymond James & Associates, Inc. October 2010 - August 2012
Florcon Corporation September 2008 - February 2010
TIAA-CREF March 2006 - September 2008
Banc of America Investment Services, Inc June 2005 - November 2005
Bank of America Private Bank June 2004 - June 2005
Charlotte Metro Federal Credit Union August 1998 - June 2004
Skills
Financial Services, Investments, Business Analysis, Training Delivery, Team Leadership, Employee Training, Business Development, Team Building, Strategic Financial..., Management, Leadership, FINRA, AML, Finance, Strategic Planning, Mutual Funds, Training, Marketing, Securities, Process Improvement, Compliance, Budgets, Portfolio Management, Risk Management, Credit, Banking, Business Process..., Trading, Loans, Data Analysis, Retirement Planning, Relationship Management, 401k, Wealth Management, Credit Unions, Options, Vendor Management, Strategic Communications, Internal Communications, Policy Writing, Procedure Development
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Bachelor of Science in Business Administration, Majors in Finance (Financial Management Concentration) and Marketing
Joseph McManimon Joseph McManimon's Raymond James & Associates, Inc Experience June 2013 - June 2014
Job Investment Banking Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2014 - Present
Raymond James & Associates, Inc. June 2013 - June 2014
Washington University in St. Louis August 2012 - May 2013
Cantor Fitzgerald June 2012 - August 2012
Bloomberg August 2011 - February 2012
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master of Science (MS), Finance
University of Delaware 2007 — 2011
BS, Chemical Engineering
UBS Investment Bank June 2014 - Present
Raymond James & Associates, Inc. June 2013 - June 2014
Washington University in St. Louis August 2012 - May 2013
Cantor Fitzgerald June 2012 - August 2012
Bloomberg August 2011 - February 2012
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master of Science (MS), Finance
University of Delaware 2007 — 2011
BS, Chemical Engineering
Bill Council Bill Council's Raymond James & Associates, Inc Experience January 2015 - Present
Job Senior Vice President, Investments at Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James & Associates, Inc. January 2015 - Present
Crowell, Weedon & Co. 1977 - January 2015
USMC January 1969 - June 1973
Skills
Investments, Series 7, Asset Management, Equities, Mutual Funds, Asset Allocation, Bonds, Securities, Series 63, Retirement Planning, Financial Planning
Education
UCSD
Bachelor of Arts (B.A.), Economics
Raymond James & Associates, Inc. January 2015 - Present
Crowell, Weedon & Co. 1977 - January 2015
USMC January 1969 - June 1973
Skills
Investments, Series 7, Asset Management, Equities, Mutual Funds, Asset Allocation, Bonds, Securities, Series 63, Retirement Planning, Financial Planning
Education
UCSD
Bachelor of Arts (B.A.), Economics
Lorri Miller Lorri Miller's Raymond James & Associates, Inc Experience January 1997 - May 1998
Job Senior Compliance Accountant at Polk County Clerk of Courts
Industry Government Administration
Experience
POLK COUNTY CLERK OF COURTS November 2012 - May 2015
CITIGROUP MANAGEMENT HOLDINGS, INC. March 2012 - August 2012
PRICEWATERHOUSECOOPERS, INC. December 2011 - February 2012
LAKELAND REGIONAL HEALTH SYSTEMS, INC. March 2009 - June 2011
LORRI R. MILLER, CPA, PA December 1999 - March 2009
LEESAR HEALTH TRUST PARTNERS, LLC February 2007 - March 2008
EYE CENTERS OF FLORIDA, PA June 2006 - December 2006
FIFTH THIRD BANK OF FLORIDA June 1998 - April 2000
RAYMOND JAMES & ASSOCIATES, INC. January 1997 - May 1998
AAG SECURITIES - GREAT AMERICAN LIFE INSURANCE June 1993 - June 1996
Skills
Auditing, Internal Audit, Accounting, Enterprise Risk..., Financial Accounting, External Audit, Sarbanes-Oxley Act, GAAP, Sarbanes-Oxley, Internal Controls, US GAAP, SEC filings, Financial Statements, Public Speaking, Finance, Accounting,..., Governmental Fund..., Account Reconciliation, Treasury, Consolidation, Cash Flow, General Ledger, Strategic Planning, SEC Filings, Budgets
Education
University of Cincinnati 1976 — 1981
Accounting
POLK COUNTY CLERK OF COURTS November 2012 - May 2015
CITIGROUP MANAGEMENT HOLDINGS, INC. March 2012 - August 2012
PRICEWATERHOUSECOOPERS, INC. December 2011 - February 2012
LAKELAND REGIONAL HEALTH SYSTEMS, INC. March 2009 - June 2011
LORRI R. MILLER, CPA, PA December 1999 - March 2009
LEESAR HEALTH TRUST PARTNERS, LLC February 2007 - March 2008
EYE CENTERS OF FLORIDA, PA June 2006 - December 2006
FIFTH THIRD BANK OF FLORIDA June 1998 - April 2000
RAYMOND JAMES & ASSOCIATES, INC. January 1997 - May 1998
AAG SECURITIES - GREAT AMERICAN LIFE INSURANCE June 1993 - June 1996
Skills
Auditing, Internal Audit, Accounting, Enterprise Risk..., Financial Accounting, External Audit, Sarbanes-Oxley Act, GAAP, Sarbanes-Oxley, Internal Controls, US GAAP, SEC filings, Financial Statements, Public Speaking, Finance, Accounting,..., Governmental Fund..., Account Reconciliation, Treasury, Consolidation, Cash Flow, General Ledger, Strategic Planning, SEC Filings, Budgets
Education
University of Cincinnati 1976 — 1981
Accounting
Jeff Hull Jeff Hull's Raymond James & Associates, Inc Experience February 2013 - Present
Job Managing Director, Branch Manager at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. February 2013 - Present
Morgan Keegan March 2007 - February 2013
Smith Barney May 1988 - March 2007
Skills
Series 7, Insurance, Series 63, Management, Finance, Strategic Financial...
Education
University of South Carolina-Columbia 1974 — 1980
Bachelor of Science (BS)
University of South Carolina-Columbia 1974 — 1979
BA, Interdisciplinary Studies
Mountain Lakes High School 1970 — 1974
Raymond James & Associates, Inc. February 2013 - Present
Morgan Keegan March 2007 - February 2013
Smith Barney May 1988 - March 2007
Skills
Series 7, Insurance, Series 63, Management, Finance, Strategic Financial...
Education
University of South Carolina-Columbia 1974 — 1980
Bachelor of Science (BS)
University of South Carolina-Columbia 1974 — 1979
BA, Interdisciplinary Studies
Mountain Lakes High School 1970 — 1974
Patrick Kenna Patrick Kenna's Raymond James & Associates, Inc Experience May 2013 - August 2013
Job Analyst Corporate Banking Portfolio Management at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey June 2014 - Present
UNC Kenan-Flagler February 2012 - December 2013
Raymond James & Associates, Inc. May 2013 - August 2013
Sherwin Williams June 2012 - July 2012
Kenna Custom Painting, Inc. May 2009 - August 2011
North Carolina General Assembly July 2009 - July 2009
North Carolina Governor's Office July 2009 - July 2009
Skills
Microsoft Office, Financial Analysis, Financial Modeling, Teamwork, Presentations, Negotiation, Competitive Analysis, Analysis, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
BSBA, Finance and Consulting
SunTrust Robinson Humphrey June 2014 - Present
UNC Kenan-Flagler February 2012 - December 2013
Raymond James & Associates, Inc. May 2013 - August 2013
Sherwin Williams June 2012 - July 2012
Kenna Custom Painting, Inc. May 2009 - August 2011
North Carolina General Assembly July 2009 - July 2009
North Carolina Governor's Office July 2009 - July 2009
Skills
Microsoft Office, Financial Analysis, Financial Modeling, Teamwork, Presentations, Negotiation, Competitive Analysis, Analysis, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
BSBA, Finance and Consulting
George Debnam, Sr. George Debnam, Sr.'s Raymond James & Associates, Inc Experience February 2009 - Present
Job First Vice President, Investments at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates, Inc. February 2009 - Present
Smith Barney (Robinson Humphrey) December 1982 - February 2009
Westvaco June 1962 - December 1982
Skills
Estate Planning, Retirement Planning, Investment Management, College for Financial..., Risk Management, Education Planning, Business Succession..., Certified Financial..., CFP®, Investments, Wealth Management, Securities, Finance, Financial Services, Series 7, Strategic Planning, Financial Advisory, Financial Planning, Retirement
Education
University of South Carolina - The Moore School of Business 1968 — 1971
MBA, Finance, General
The University of Virginia 1958 — 1962
Bachelor of Arts (BA), Economics
Raymond James & Associates, Inc. February 2009 - Present
Smith Barney (Robinson Humphrey) December 1982 - February 2009
Westvaco June 1962 - December 1982
Skills
Estate Planning, Retirement Planning, Investment Management, College for Financial..., Risk Management, Education Planning, Business Succession..., Certified Financial..., CFP®, Investments, Wealth Management, Securities, Finance, Financial Services, Series 7, Strategic Planning, Financial Advisory, Financial Planning, Retirement
Education
University of South Carolina - The Moore School of Business 1968 — 1971
MBA, Finance, General
The University of Virginia 1958 — 1962
Bachelor of Arts (BA), Economics
Shelly Church, CFP® Shelly Church, CFP®'s Raymond James & Associates, Inc Experience 1994 - Present
Job Senior VicePresident, Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc. 1994 - Present
Diversified Financial Group, Inc. 1984 - 1994
Education
University of Florida 1973 — 1974
Raymond James & Associates, Inc. 1994 - Present
Diversified Financial Group, Inc. 1984 - 1994
Education
University of Florida 1973 — 1974
Matt McCurry Matt McCurry's Raymond James & Associates, Inc Experience 2012 - Present
Job Vice President, Investments at Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James & Associates, Inc. 2012 - Present
UBS 2000 - 2012
JC Bradford Financial 1989 - 2000
Skills
Finance, Financial Planning, Portfolio Management, Retirement Planning, Investments, Securities, Financial Advisory, Retirement, Wealth Management, Asset Allocation, Fixed Annuities, Mutual Funds, Series 7, Investment Advisory
Education
University of South Carolina-Columbia 1984 — 1988
Bachelor of Science (BS), Finance, General
Raymond James & Associates, Inc. 2012 - Present
UBS 2000 - 2012
JC Bradford Financial 1989 - 2000
Skills
Finance, Financial Planning, Portfolio Management, Retirement Planning, Investments, Securities, Financial Advisory, Retirement, Wealth Management, Asset Allocation, Fixed Annuities, Mutual Funds, Series 7, Investment Advisory
Education
University of South Carolina-Columbia 1984 — 1988
Bachelor of Science (BS), Finance, General
Don Furuya Don Furuya's Raymond James & Associates, Inc Experience January 2015 - Present
Job Vice President of Investments at Raynmond James & Associates
Industry Financial Services
Experience
Raymond James & Associates, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. September 2005 - January 2015
Edward Jones December 1999 - September 2005
Skills
Investments, Insurance, Finance, Series 7, Mutual Funds, Wealth Management, Financial Advisory, Series 63, Asset Allocation
Education
Tufts University 1969 — 1972
Tufts University 1969 — 1972
English Language and Literature/Letters
Raymond James & Associates, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. September 2005 - January 2015
Edward Jones December 1999 - September 2005
Skills
Investments, Insurance, Finance, Series 7, Mutual Funds, Wealth Management, Financial Advisory, Series 63, Asset Allocation
Education
Tufts University 1969 — 1972
Tufts University 1969 — 1972
English Language and Literature/Letters
Damien Gresko Damien Gresko's Raymond James & Associates, Inc Experience June 2008 - June 2011
Job Director of Corporate Development
Industry Venture Capital & Private Equity
Experience
Confidential March 2015 - Present
Graham Partners August 2011 - June 2013
Raymond James & Associates, Inc. June 2008 - June 2011
PricewaterhouseCoopers June 2007 - August 2007
Skills
Mergers, Mergers & Acquisitions, Business Development, Strategy, Venture Capital, Investment Banking, Private Equity, Financial Modeling, Valuation, Auditing, Accounting, Due Diligence, Financial Analysis, Corporate Finance, Investments, Financial Services, Finance, Portfolio Management, Business Valuation, Corporate Development, LBO
Education
University of Rhode Island - College of Business Administration 2004 — 2008
B.S., Accounting, 3.95 GPA
Confidential March 2015 - Present
Graham Partners August 2011 - June 2013
Raymond James & Associates, Inc. June 2008 - June 2011
PricewaterhouseCoopers June 2007 - August 2007
Skills
Mergers, Mergers & Acquisitions, Business Development, Strategy, Venture Capital, Investment Banking, Private Equity, Financial Modeling, Valuation, Auditing, Accounting, Due Diligence, Financial Analysis, Corporate Finance, Investments, Financial Services, Finance, Portfolio Management, Business Valuation, Corporate Development, LBO
Education
University of Rhode Island - College of Business Administration 2004 — 2008
B.S., Accounting, 3.95 GPA
Susan C. Schneider, CIMA®, CIMC®, AIF® Susan C. Schneider, CIMA®, CIMC®, AIF®'s Raymond James & Associates, Inc Experience March 2012 - Present
Job Sr Investment Consultant, Institutional Consulting Services
Industry Investment Management
Experience
Raymond James & Associates, Inc. March 2012 - Present
UBS Financial Services, Inc. April 2011 - March 2012
Colgan Capital, LLC March 2008 - April 2011
Key Bank February 2007 - March 2008
McDonald Investments January 1997 - February 2007
Essex Capital Markets Inc January 1997 - September 1998
Gemmer Asset Management February 1995 - November 1996
Old Republic Home Protection 1990 - 1991
Skills
Asset Allocation, Wealth Management, Investment Policy, Performance Measurement, Due Diligence, Fiduciary Standards
Education
University of California, Santa Cruz 1992 — 1993
BA, Biology
Raymond James & Associates, Inc. March 2012 - Present
UBS Financial Services, Inc. April 2011 - March 2012
Colgan Capital, LLC March 2008 - April 2011
Key Bank February 2007 - March 2008
McDonald Investments January 1997 - February 2007
Essex Capital Markets Inc January 1997 - September 1998
Gemmer Asset Management February 1995 - November 1996
Old Republic Home Protection 1990 - 1991
Skills
Asset Allocation, Wealth Management, Investment Policy, Performance Measurement, Due Diligence, Fiduciary Standards
Education
University of California, Santa Cruz 1992 — 1993
BA, Biology
Ladd Bednar, CFP® Ladd Bednar, CFP®'s Raymond James & Associates, Inc Experience June 2009 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc. June 2009 - Present
Smith Barney August 1994 - June 2009
PaineWebber/Rotan Mosle February 1983 - August 1994
KHOU-TV 1966 - 1982
U.S. Air Force Reserves 1969 - 1975
KNUZ/KQUE Radio 1963 - 1966
Skills
Retirement Planning, Investments, Asset Allocation, Investment Advisory, Retirement, Wealth Management, Bonds, IRA's, Stocks
Education
College for Financial Planning 1986 — 1988
CFP®
University of Houston 1965 — 1969
BBA, General Business
Milby High School 1962 — 1965
High School
Deady Jr. High 1959 — 1962
Park Place Elementary 1952 — 1959
Raymond James & Associates, Inc. June 2009 - Present
Smith Barney August 1994 - June 2009
PaineWebber/Rotan Mosle February 1983 - August 1994
KHOU-TV 1966 - 1982
U.S. Air Force Reserves 1969 - 1975
KNUZ/KQUE Radio 1963 - 1966
Skills
Retirement Planning, Investments, Asset Allocation, Investment Advisory, Retirement, Wealth Management, Bonds, IRA's, Stocks
Education
College for Financial Planning 1986 — 1988
CFP®
University of Houston 1965 — 1969
BBA, General Business
Milby High School 1962 — 1965
High School
Deady Jr. High 1959 — 1962
Park Place Elementary 1952 — 1959
Theresa Stone Theresa Stone's Raymond James & Associates, Inc Experience August 2010 - June 2012
Job Recruiting Professional for Financial Advisors
Industry Financial Services
Experience
Raymond James Financial Inc. January 2013 - Present
Raymond James & Associates, Inc. August 2010 - June 2012
Raymond James & Associates, Inc. November 2009 - August 2010
Raymond James & Associates, Inc. September 2008 - August 2010
Raymond James & Associates, Inc. August 2004 - September 2008
A.G. Edwards & Sons, Inc. December 2001 - August 2004
Commerce Bank 1999 - 1999
Skills
Portfolio Management, Financial Analysis, Bloomberg, Stocks, Investment Management, Investment Advisory, Asset Allocation, Sales, Recruiting, Portfolio Performance..., Modern Portfolio Theory, Managing Events, Critical Thinking, Social Networking, Reading People, Client Presentation, Onboarding, Time Management, Finance, Financial Services, Training, Marketing, Business Development, Separately Managed..., Financial Markets, Wealth Management..., Series 7, Mutual Funds
Education
University of South Florida - College of Business Administration 2004 — 2008
Bachelor of Science (BS), Finance, General
FINRA
Series 7 & 66
Raymond James Financial Inc. January 2013 - Present
Raymond James & Associates, Inc. August 2010 - June 2012
Raymond James & Associates, Inc. November 2009 - August 2010
Raymond James & Associates, Inc. September 2008 - August 2010
Raymond James & Associates, Inc. August 2004 - September 2008
A.G. Edwards & Sons, Inc. December 2001 - August 2004
Commerce Bank 1999 - 1999
Skills
Portfolio Management, Financial Analysis, Bloomberg, Stocks, Investment Management, Investment Advisory, Asset Allocation, Sales, Recruiting, Portfolio Performance..., Modern Portfolio Theory, Managing Events, Critical Thinking, Social Networking, Reading People, Client Presentation, Onboarding, Time Management, Finance, Financial Services, Training, Marketing, Business Development, Separately Managed..., Financial Markets, Wealth Management..., Series 7, Mutual Funds
Education
University of South Florida - College of Business Administration 2004 — 2008
Bachelor of Science (BS), Finance, General
FINRA
Series 7 & 66
Mitchell Nachman's Raymond James & Associates, Inc Experience May 2014 - July 2014
Job Team Leader at Ross Sanger Leadership Center
Industry Investment Management
Experience
Ross Sanger Leadership Center September 2015 - Present
522 Capital Partners, LLC June 2015 - Present
Global Investment Club January 2014 - Present
Squires Golf Club March 2013 - August 2014
Raymond James & Associates, Inc. May 2014 - July 2014
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance and Strategy
Radnor High School 2009 — 2013
Ross Sanger Leadership Center September 2015 - Present
522 Capital Partners, LLC June 2015 - Present
Global Investment Club January 2014 - Present
Squires Golf Club March 2013 - August 2014
Raymond James & Associates, Inc. May 2014 - July 2014
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance and Strategy
Radnor High School 2009 — 2013
Kris Kasarjian's Raymond James & Associates, Inc Experience September 2015 - Present
Job Financial Advisor at the 24/7 Investment Group of Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates, Inc. September 2015 - Present
MFS Investment Management May 2013 - August 2015
X Bats January 2008 - January 2012
Joliet Slammers 2008 - 2012
Reggie Smith Baseball Centers January 2002 - 2012
Fusion Physical Therapy January 2008 - January 2010
Skills
Sports, Leadership, Social Media, Management, Facebook, Public Speaking, Research, Event Management, Coaching, Marketing Strategy, Account Management, Team Building, Public Relations, Cold Calling, Social Networking, Social Media Marketing, Customer Service, Training, Athletics, Salesforce.com, PowerPoint, Time Management, Advertising, Microsoft Excel, Sports Marketing, Sports Management, Microsoft Office, Marketing Communications, Customer Retention, Baseball, Athletic Training, Selling, Editing, Marketing, Sales
Education
University of California, Los Angeles 2004 — 2010
Bachelor of the Arts, History
Raymond James & Associates, Inc. September 2015 - Present
MFS Investment Management May 2013 - August 2015
X Bats January 2008 - January 2012
Joliet Slammers 2008 - 2012
Reggie Smith Baseball Centers January 2002 - 2012
Fusion Physical Therapy January 2008 - January 2010
Skills
Sports, Leadership, Social Media, Management, Facebook, Public Speaking, Research, Event Management, Coaching, Marketing Strategy, Account Management, Team Building, Public Relations, Cold Calling, Social Networking, Social Media Marketing, Customer Service, Training, Athletics, Salesforce.com, PowerPoint, Time Management, Advertising, Microsoft Excel, Sports Marketing, Sports Management, Microsoft Office, Marketing Communications, Customer Retention, Baseball, Athletic Training, Selling, Editing, Marketing, Sales
Education
University of California, Los Angeles 2004 — 2010
Bachelor of the Arts, History
Rachel Jallick's Raymond James & Associates, Inc Experience January 2008 - Present
Job Sales & Trading Associate at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. January 2008 - Present
Raymond James & Associates, Inc. January 2005 - January 2008
Skills
Series 7, Mutual Funds, Investments, Equities, Securities, Series 63, Alternative Investments, FINRA, Financial Markets, Investment Advisory, Trading
Education
University of South Florida - College of Business Administration 2004 — 2009
Bachelor of Science (B.S.), Finance
Raymond James & Associates, Inc. January 2008 - Present
Raymond James & Associates, Inc. January 2005 - January 2008
Skills
Series 7, Mutual Funds, Investments, Equities, Securities, Series 63, Alternative Investments, FINRA, Financial Markets, Investment Advisory, Trading
Education
University of South Florida - College of Business Administration 2004 — 2009
Bachelor of Science (B.S.), Finance
Spencer Berkinshaw's Raymond James & Associates, Inc Experience November 2014 - Present
Job Marketing Associate at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc. November 2014 - Present
FineMark National Bank & Trust January 2014 - July 2014
Sanford Orlando Kennel Club March 2013 - November 2013
UCF Cornerstone January 2012 - July 2012
Collier County Sheriff’s Office May 2009 - August 2009
Collier Country Sheriff’s Office June 2007 - August 2008
Skills
Salesforce.com, eMoney.com, Fi360.com, PowerPoint, Google Analytics, Managing Deadlines, Graphic Design, Marketing, Teamwork, Organization, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft OneNote, Adobe Photoshop CS6, Adobe Indesign CS6, YouTube, Advertising, Creativity, Time Management, Adobe Illustrator, Facebook, Twitter, Macromedia Dreamweaver, Database Entry, Mail Merge
Education
University of Central Florida 2010 — 2013
Bachelor of Science, Business Administration; Marketing
Raymond James & Associates, Inc. November 2014 - Present
FineMark National Bank & Trust January 2014 - July 2014
Sanford Orlando Kennel Club March 2013 - November 2013
UCF Cornerstone January 2012 - July 2012
Collier County Sheriff’s Office May 2009 - August 2009
Collier Country Sheriff’s Office June 2007 - August 2008
Skills
Salesforce.com, eMoney.com, Fi360.com, PowerPoint, Google Analytics, Managing Deadlines, Graphic Design, Marketing, Teamwork, Organization, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft OneNote, Adobe Photoshop CS6, Adobe Indesign CS6, YouTube, Advertising, Creativity, Time Management, Adobe Illustrator, Facebook, Twitter, Macromedia Dreamweaver, Database Entry, Mail Merge
Education
University of Central Florida 2010 — 2013
Bachelor of Science, Business Administration; Marketing
John Saulitis's Raymond James & Associates, Inc Experience January 2014 - May 2015
Job Associate at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2015 - Present
Raymond James & Associates, Inc. January 2014 - May 2015
Raymond James & Associates, Inc. September 2013 - December 2013
Raymond James & Associates, Inc July 2010 - August 2012
Skills
Valuation, Bloomberg, Equity Research, Financial Analysis, Financial Modeling, Investment Banking, Corporate Finance, Equities, Investments, Capital Markets, Private Equity, Finance, Mergers & Acquisitions, Due Diligence, Microsoft Office, Analysis, Management, Accounting, Microsoft Excel, Research, Marketing, Financial Services, Economics, Venture Capital, Banking, Market Research, Strategy, Sales, PowerPoint, Data Analysis, Business Valuation, Marketing Strategy, Public Speaking, Credit Analysis, Financial Markets, Microsoft Word, Financial Reporting, Access, Credit, Forecasting, Financial Risk, Budgets, Series 63
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
B.B.A., Finance
Darien High School 2002 — 2006
Piper Jaffray May 2015 - Present
Raymond James & Associates, Inc. January 2014 - May 2015
Raymond James & Associates, Inc. September 2013 - December 2013
Raymond James & Associates, Inc July 2010 - August 2012
Skills
Valuation, Bloomberg, Equity Research, Financial Analysis, Financial Modeling, Investment Banking, Corporate Finance, Equities, Investments, Capital Markets, Private Equity, Finance, Mergers & Acquisitions, Due Diligence, Microsoft Office, Analysis, Management, Accounting, Microsoft Excel, Research, Marketing, Financial Services, Economics, Venture Capital, Banking, Market Research, Strategy, Sales, PowerPoint, Data Analysis, Business Valuation, Marketing Strategy, Public Speaking, Credit Analysis, Financial Markets, Microsoft Word, Financial Reporting, Access, Credit, Forecasting, Financial Risk, Budgets, Series 63
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
B.B.A., Finance
Darien High School 2002 — 2006
Teri Benson Teri Benson's Raymond James & Associates, Inc Experience April 2015 - Present
Job Financial Advisor, Multiplying Life's Possibilities at Pando Partners Wealth Management
Industry Investment Management
Experience
Raymond James & Associates, Inc. April 2015 - Present
Perimeter Capital Management June 2006 - January 2015
Trusco Capital Management April 1999 - May 2006
STI Capital Management August 1995 - April 1999
Investment Counsel Company; ICC Capital Management June 1993 - August 1995
Education
University of Central Florida - College of Business Administration 1999 — 2001
MBA, Finance
University of Central Florida 1989 — 1993
BA, Organizational Communications; Business Administration, Minor
Raymond James & Associates, Inc. April 2015 - Present
Perimeter Capital Management June 2006 - January 2015
Trusco Capital Management April 1999 - May 2006
STI Capital Management August 1995 - April 1999
Investment Counsel Company; ICC Capital Management June 1993 - August 1995
Education
University of Central Florida - College of Business Administration 1999 — 2001
MBA, Finance
University of Central Florida 1989 — 1993
BA, Organizational Communications; Business Administration, Minor
Jim Stoops, CRPC, AWMA Jim Stoops, CRPC, AWMA's Raymond James & Associates, Inc Experience May 2015 - Present
Job First Vice President Investments @ Raymond James, Traverse City, MI / Naperville, IL
Industry Financial Services
Experience
Raymond James & Associates, Inc. May 2015 - Present
Charles Schwab December 2007 - May 2015
E*TRADE Financial Corporation February 2007 - December 2007
Merrill Lynch August 2004 - February 2007
San Francisco Giants, Colorado Rockies, New York Yankees June 1995 - August 2004
Skills
Wealth Management, Series 7, Financial Planning, Investments, Retirement Planning, Portfolio Management
Education
University of South Carolina-Columbia 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Raymond James & Associates, Inc. May 2015 - Present
Charles Schwab December 2007 - May 2015
E*TRADE Financial Corporation February 2007 - December 2007
Merrill Lynch August 2004 - February 2007
San Francisco Giants, Colorado Rockies, New York Yankees June 1995 - August 2004
Skills
Wealth Management, Series 7, Financial Planning, Investments, Retirement Planning, Portfolio Management
Education
University of South Carolina-Columbia 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Stephen Wojtkun Stephen Wojtkun's Raymond James & Associates, Inc Experience July 2011 - June 2015
Job Associate at CIVC Partners
Industry Venture Capital & Private Equity
Experience
CIVC Partners July 2015 - Present
Raymond James & Associates, Inc. July 2011 - June 2015
Southeast Apartment Partners May 2010 - August 2010
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts, Economics and Political Science, Minor in Business Administration
St. Edward High School
St. Edward High School
CIVC Partners July 2015 - Present
Raymond James & Associates, Inc. July 2011 - June 2015
Southeast Apartment Partners May 2010 - August 2010
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts, Economics and Political Science, Minor in Business Administration
St. Edward High School
St. Edward High School
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
Yvonne Amabeoku Yvonne Amabeoku's Raymond James & Associates, Inc Experience June 2012 - August 2014
Job ERS Consultant at Deloitte LLP
Industry Financial Services
Experience
UCI International Peer Group September 2011 - Present
Raymond James & Associates, Inc. June 2012 - August 2014
SMIF March 2013 - June 2014
Delta Gamma Fraternity, Inc. November 2011 - November 2012
Skills
Microsoft Word,..., Investments, Training, Management, Finance, Budgets
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (BA), Business Administration, Finance and Accounting
Stevenson School 2007 — 2010
UCI International Peer Group September 2011 - Present
Raymond James & Associates, Inc. June 2012 - August 2014
SMIF March 2013 - June 2014
Delta Gamma Fraternity, Inc. November 2011 - November 2012
Skills
Microsoft Word,..., Investments, Training, Management, Finance, Budgets
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (BA), Business Administration, Finance and Accounting
Stevenson School 2007 — 2010
Chris Weems, CFA's Raymond James & Associates, Inc Experience July 2013 - December 2014
Job Associate at Cotton Creek Capital
Industry Investment Management
Experience
Cotton Creek Capital January 2015 - Present
Raymond James & Associates, Inc. July 2013 - December 2014
Raymond James & Associates, Inc. July 2011 - June 2013
Raymond James & Associates, Inc. June 2009 - July 2011
Capital One Southcoast February 2008 - December 2008
Northwestern Mutual May 2007 - July 2007
Skills
Series 7, 79, 86, and...
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
MFIN, Finance
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM, Finance, Spanish (minor)
Cotton Creek Capital January 2015 - Present
Raymond James & Associates, Inc. July 2013 - December 2014
Raymond James & Associates, Inc. July 2011 - June 2013
Raymond James & Associates, Inc. June 2009 - July 2011
Capital One Southcoast February 2008 - December 2008
Northwestern Mutual May 2007 - July 2007
Skills
Series 7, 79, 86, and...
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
MFIN, Finance
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM, Finance, Spanish (minor)
Elan Keeler Elan Keeler's Raymond James & Associates, Inc Experience September 2014 - Present
Job Senior Registered Client Associate at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. September 2014 - Present
Wells Fargo Advisors September 2005 - September 2014
SunTrust Investment Services, Inc. 2003 - 2005
Protected Investors of America 1999 - 2005
H&R Block 2001 - 2004
Skills
Series 7, Fixed Annuities, Investments, Sales, Life Insurance, Variable Annuities, Asset Based Lending, Tax Preparation, Leadership, Microsoft Office, Process Improvement, Training, Microsoft Word
Education
University of California, Davis
Bachelor of Arts (B.A.), Psychology
University of California, Davis
Raymond James & Associates, Inc. September 2014 - Present
Wells Fargo Advisors September 2005 - September 2014
SunTrust Investment Services, Inc. 2003 - 2005
Protected Investors of America 1999 - 2005
H&R Block 2001 - 2004
Skills
Series 7, Fixed Annuities, Investments, Sales, Life Insurance, Variable Annuities, Asset Based Lending, Tax Preparation, Leadership, Microsoft Office, Process Improvement, Training, Microsoft Word
Education
University of California, Davis
Bachelor of Arts (B.A.), Psychology
University of California, Davis
Adam Cunningham's Raymond James & Associates, Inc Experience February 2010 - June 2013
Job Mergers & Acquisitions
Industry Pharmaceuticals
Experience
Walgreens Boots Alliance June 2013 - Present
Raymond James & Associates, Inc. February 2010 - June 2013
American Chartered Bank July 2007 - November 2009
Associated Bank July 2004 - July 2007
Vintage Capital Group, LLC April 2002 - July 2003
American National Bank & Trust July 1997 - June 2001
Skills
Financial Analysis, Financial Modeling, Due Diligence, Credit, Finance, Credit Analysis, Acquisitions, Management, Marketing, Research, Customer Service, Networking, Strategy, Human Resources, System Administration, Contact Management, Banking, Asset Based Lending, Commercial Mortgages, Loans, Investment Banking, Commercial Banking, Mergers & Acquisitions, Valuation, Investments
Education
The Anderson School at UCLA 2001 — 2003
MBA, Finance and Entrepreneurial Studies
University of Notre Dame 1993 — 1997
BBA, Finance & Business Economics
Walgreens Boots Alliance June 2013 - Present
Raymond James & Associates, Inc. February 2010 - June 2013
American Chartered Bank July 2007 - November 2009
Associated Bank July 2004 - July 2007
Vintage Capital Group, LLC April 2002 - July 2003
American National Bank & Trust July 1997 - June 2001
Skills
Financial Analysis, Financial Modeling, Due Diligence, Credit, Finance, Credit Analysis, Acquisitions, Management, Marketing, Research, Customer Service, Networking, Strategy, Human Resources, System Administration, Contact Management, Banking, Asset Based Lending, Commercial Mortgages, Loans, Investment Banking, Commercial Banking, Mergers & Acquisitions, Valuation, Investments
Education
The Anderson School at UCLA 2001 — 2003
MBA, Finance and Entrepreneurial Studies
University of Notre Dame 1993 — 1997
BBA, Finance & Business Economics
Robert Rob Eckardt's Raymond James & Associates, Inc Experience August 2000 - Present
Job RIA Chief Compliance Officer at Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James & Associates, Inc. August 2000 - Present
Raymond James & Associates, Inc. October 1995 - August 2000
Skills
Securities, Asset Management, Investments, Risk Management, Financial Services, Equities, Wealth Management, Financial Analysis, Due Diligence, Financial Risk, Fixed Income, FINRA, Mergers & Acquisitions, Portfolio Management, Series 7, Process Improvement, Trading, Series 24, Securities Regulation, Mutual Funds, Asset Managment, Capital Markets
Education
University of South Florida 1990 — 1995
University of South Florida 1990 — 1995
Accounting and Finance
Gaither High School 1987 — 1990
Raymond James & Associates, Inc. August 2000 - Present
Raymond James & Associates, Inc. October 1995 - August 2000
Skills
Securities, Asset Management, Investments, Risk Management, Financial Services, Equities, Wealth Management, Financial Analysis, Due Diligence, Financial Risk, Fixed Income, FINRA, Mergers & Acquisitions, Portfolio Management, Series 7, Process Improvement, Trading, Series 24, Securities Regulation, Mutual Funds, Asset Managment, Capital Markets
Education
University of South Florida 1990 — 1995
University of South Florida 1990 — 1995
Accounting and Finance
Gaither High School 1987 — 1990
Nick Digirolamo's Raymond James & Associates, Inc Experience June 2010 - Present
Job at Raymond James
Industry Capital Markets
Experience
Raymond James & Associates, Inc. June 2010 - Present
Tom James Company March 2006 - August 2008
Education
University of Florida
Master of Business Administration (M.B.A.)
University of Central Florida - College of Business Administration
B.S., Economics
Raymond James & Associates, Inc. June 2010 - Present
Tom James Company March 2006 - August 2008
Education
University of Florida
Master of Business Administration (M.B.A.)
University of Central Florida - College of Business Administration
B.S., Economics
Matthew Sansbury's Raymond James & Associates, Inc Experience May 2002 - April 2012
Job Managing Director, Public Finance Department, Stifel, Nicolaus & Company, Incorporated
Industry Financial Services
Experience
Stifel, Nicolaus & Company, Incorporated May 2012 - Present
Raymond James & Associates, Inc. May 2002 - April 2012
Education
University of South Florida 2002 — 2003
MBA, Finance, Marketing, International Business
University of Florida - Warrington College of Business Administration 1998 — 2001
BSBA, Finance, Economics
Stifel, Nicolaus & Company, Incorporated May 2012 - Present
Raymond James & Associates, Inc. May 2002 - April 2012
Education
University of South Florida 2002 — 2003
MBA, Finance, Marketing, International Business
University of Florida - Warrington College of Business Administration 1998 — 2001
BSBA, Finance, Economics
Allison Daniels's Raymond James & Associates, Inc Experience August 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Raymond James & Associates, Inc. August 2010 - Present
Morgan Keegan May 2006 - June 2010
Skills
Series 7, FINRA, Series 63, Securities, Investments, Asset Allocation, Wealth Management, Series 66, Equities, Fixed Income, Variable Annuities, Fixed Annuities, Life Insurance, Portfolio Management, Alternative Investments, Series 55
Education
University of Mississippi 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Letters
Houston High School 1996 — 2000
Raymond James & Associates, Inc. August 2010 - Present
Morgan Keegan May 2006 - June 2010
Skills
Series 7, FINRA, Series 63, Securities, Investments, Asset Allocation, Wealth Management, Series 66, Equities, Fixed Income, Variable Annuities, Fixed Annuities, Life Insurance, Portfolio Management, Alternative Investments, Series 55
Education
University of Mississippi 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Letters
Houston High School 1996 — 2000
Lorri Miller's Raymond James & Associates, Inc Experience January 1997 - May 1998
Job Diverse Financial Background
Industry Accounting
Experience
CITIGROUP MANAGEMENT HOLDINGS, INC. March 2012 - August 2012
PRICEWATERHOUSECOOPERS, INC. December 2011 - February 2012
LAKELAND REGIONAL HEALTH SYSTEMS, INC. March 2009 - June 2011
LORRI R. MILLER, CPA, PA December 1999 - March 2009
LEESAR HEALTH TRUST PARTNERS, LLC February 2007 - March 2008
EYE CENTERS OF FLORIDA, PA June 2006 - December 2006
GINN DEVELOPMENT April 2003 - October 2005
FIFTH THIRD BANK OF FLORIDA June 1998 - April 2000
RAYMOND JAMES & ASSOCIATES, INC. January 1997 - May 1998
GREAT AMERICAN LIFE INSURANCE June 1993 - November 1996
Skills
Advance knowledge of..., Account Reconciliation, General Ledger, Auditing, Payroll, Credit
Education
University of Cincinnati 1976 — 1981
BBA, Accounting
CITIGROUP MANAGEMENT HOLDINGS, INC. March 2012 - August 2012
PRICEWATERHOUSECOOPERS, INC. December 2011 - February 2012
LAKELAND REGIONAL HEALTH SYSTEMS, INC. March 2009 - June 2011
LORRI R. MILLER, CPA, PA December 1999 - March 2009
LEESAR HEALTH TRUST PARTNERS, LLC February 2007 - March 2008
EYE CENTERS OF FLORIDA, PA June 2006 - December 2006
GINN DEVELOPMENT April 2003 - October 2005
FIFTH THIRD BANK OF FLORIDA June 1998 - April 2000
RAYMOND JAMES & ASSOCIATES, INC. January 1997 - May 1998
GREAT AMERICAN LIFE INSURANCE June 1993 - November 1996
Skills
Advance knowledge of..., Account Reconciliation, General Ledger, Auditing, Payroll, Credit
Education
University of Cincinnati 1976 — 1981
BBA, Accounting
Neil Adams, CFP®, AIF®'s Raymond James & Associates, Inc Experience May 2005 - Present
Job Senior Vice President of Investments, Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc. May 2005 - Present
Morgan Stanley April 2002 - May 2005
Newell Rubbermaid October 2001 - April 2002
Sanford 1998 - 2001
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Securities, Investments, Asset Management, Finance, Financial Services
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
B.S., Finance
Raymond James & Associates, Inc. May 2005 - Present
Morgan Stanley April 2002 - May 2005
Newell Rubbermaid October 2001 - April 2002
Sanford 1998 - 2001
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Securities, Investments, Asset Management, Finance, Financial Services
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
B.S., Finance
Dan Derby's Raymond James & Associates, Inc Experience June 2010 - July 2012
Job Overlooked Indicators
Industry Capital Markets
Experience
Overlooked Indicators 2007 - Present
Amherst Securities Group August 2012 - June 2013
Raymond James & Associates, Inc. June 2010 - July 2012
RBS Greenwich Capital 1999 - 2007
Education
University of Pennsylvania - The Wharton School 1990 — 1994
BSE, Finance
Overlooked Indicators 2007 - Present
Amherst Securities Group August 2012 - June 2013
Raymond James & Associates, Inc. June 2010 - July 2012
RBS Greenwich Capital 1999 - 2007
Education
University of Pennsylvania - The Wharton School 1990 — 1994
BSE, Finance
TERRI-ANN LINDO's Raymond James & Associates, Inc Experience September 1995 - February 2002
Job Registered Investment Advisor Agent at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial May 2005 - Present
UBS February 2002 - May 2005
Raymond James & Associates, Inc. September 1995 - February 2002
Skills
Investment Advisory, Mutual Funds, Retirement, Investments, Asset Allocation, Strategic Financial..., Securities, Equities, IRAs, Investment Strategies, Fixed Annuities, Financial Advisory, Portfolio Management, 401k Rollovers, Estate Planning, Wealth Accumulation, Series 63, Series 9, Series 10, Series 7
Education
University of South Florida
Bachelor of Science (BS), Finance, General
Raymond James Financial May 2005 - Present
UBS February 2002 - May 2005
Raymond James & Associates, Inc. September 1995 - February 2002
Skills
Investment Advisory, Mutual Funds, Retirement, Investments, Asset Allocation, Strategic Financial..., Securities, Equities, IRAs, Investment Strategies, Fixed Annuities, Financial Advisory, Portfolio Management, 401k Rollovers, Estate Planning, Wealth Accumulation, Series 63, Series 9, Series 10, Series 7
Education
University of South Florida
Bachelor of Science (BS), Finance, General
Mark Schreiner, CFA's Raymond James & Associates, Inc Experience June 2009 - Present
Job Vice President/Bond Trader at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc. June 2009 - Present
Raymond James June 2008 - May 2009
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Management and Strategy
University of Florida 2004 — 2008
Bachelor's, Master's, Finance
Raymond James & Associates, Inc. June 2009 - Present
Raymond James June 2008 - May 2009
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Management and Strategy
University of Florida 2004 — 2008
Bachelor's, Master's, Finance
Viktor Dikov's Raymond James & Associates, Inc Experience November 2009 - Present
Job Software Engineer II at Raymond James & Associates, Inc.
Industry Computer Software
Experience
Raymond James & Associates, Inc. November 2009 - Present
Skills
C#, .NET, Microsoft SQL Server, SQL, Visual Studio, ASP.NET, Software Development, Java, JavaScript, Web Services, T-SQL, C, HTML, LINQ
Education
University of South Florida
Raymond James & Associates, Inc. November 2009 - Present
Skills
C#, .NET, Microsoft SQL Server, SQL, Visual Studio, ASP.NET, Software Development, Java, JavaScript, Web Services, T-SQL, C, HTML, LINQ
Education
University of South Florida
Jeffrey Dolgos's Raymond James & Associates, Inc Experience October 1996 - October 2012
Job Vice President, Municipal Bond Trading
Industry Financial Services
Experience
JEFFREY MATTHEWS FINANCIAL April 2015 - Present
INCAPITAL, LLC December 2012 - March 2015
RAYMOND JAMES & ASSOCIATES, INC. October 1996 - October 2012
OLDE DISCOUNT June 1994 - October 1996
GIBRALTAR SECURITIES November 1992 - January 1994
Skills
Trading, Electronic Trading, Municipal Bonds, Bloomberg Terminal, Swaps, Technical Analysis, Marketing, Series 7, Series 63, Series 24, TOMS Bloomberg Trading, Bonddesk, MuniCenter, TradeWeb Retail, Fixed Income Trading, Bonds, Fixed Income, FINRA, Investments, Securities
Education
University of Delaware 1989 — 1992
Bachelor of Science (BS)
JEFFREY MATTHEWS FINANCIAL April 2015 - Present
INCAPITAL, LLC December 2012 - March 2015
RAYMOND JAMES & ASSOCIATES, INC. October 1996 - October 2012
OLDE DISCOUNT June 1994 - October 1996
GIBRALTAR SECURITIES November 1992 - January 1994
Skills
Trading, Electronic Trading, Municipal Bonds, Bloomberg Terminal, Swaps, Technical Analysis, Marketing, Series 7, Series 63, Series 24, TOMS Bloomberg Trading, Bonddesk, MuniCenter, TradeWeb Retail, Fixed Income Trading, Bonds, Fixed Income, FINRA, Investments, Securities
Education
University of Delaware 1989 — 1992
Bachelor of Science (BS)
Daniel Cornell's Raymond James & Associates, Inc Experience June 2013 - Present
Job Financial Industy Candidate
Industry Financial Services
Experience
Raymond James & Associates, Inc. June 2013 - Present
Accounting Aid Society July 2010 - Present
Kroger August 2001 - Present
Skills
Outstanding time..., Commitment to Customer..., Tax budgeting, Computer skills..., Customer Service, Access, Meat, Inventory Management, Inventory Control
Education
University of Michigan-Dearborn 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond James & Associates, Inc. June 2013 - Present
Accounting Aid Society July 2010 - Present
Kroger August 2001 - Present
Skills
Outstanding time..., Commitment to Customer..., Tax budgeting, Computer skills..., Customer Service, Access, Meat, Inventory Management, Inventory Control
Education
University of Michigan-Dearborn 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
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