Raymond James and Associates
Industry: Management services company
DescriptionHeadquarters: St. Petersburg, FL Founded: 1962 Parent organization: Raymond James Subsidiaries: Mummert & Company Corporate Finance GmbH,
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Raymond James and Associates Employees
Employee
Years
Job
Industry
David Shlecter David Shlecter's Raymond James and Associates Experience June 2006 - July 2006
Job CPA, MAcc, Tax Supervisor at Rose, Snyder & Jacobs
Industry Accounting
Experience
Rose, Snyder & Jacobs August 2012 - Present
LEK Consultants June 2010 - August 2010
UCLA Recreation May 2009 - August 2009
Watt Realty Advisors May 2008 - August 2008
Raymond James and Associates June 2006 - July 2006
Skills
Accounting, Economics, Financial Modeling, Valuation, Microsoft Excel, PowerPoint, Financial Analysis, Due Diligence, Finance, Corporate Finance, Microsoft Word, Management Consulting, Business Strategy, Bloomberg Terminal, Private Equity, Analytics, Data Analysis, Mergers, Investments, Financial Accounting
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2012
Masters, Accounting
University of Michigan, College of Literature 2007 — 2011
Sciences and the Arts. BA, Economics
Rose, Snyder & Jacobs August 2012 - Present
LEK Consultants June 2010 - August 2010
UCLA Recreation May 2009 - August 2009
Watt Realty Advisors May 2008 - August 2008
Raymond James and Associates June 2006 - July 2006
Skills
Accounting, Economics, Financial Modeling, Valuation, Microsoft Excel, PowerPoint, Financial Analysis, Due Diligence, Finance, Corporate Finance, Microsoft Word, Management Consulting, Business Strategy, Bloomberg Terminal, Private Equity, Analytics, Data Analysis, Mergers, Investments, Financial Accounting
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2012
Masters, Accounting
University of Michigan, College of Literature 2007 — 2011
Sciences and the Arts. BA, Economics
Sarah Jean LaMar, CMP Sarah Jean LaMar, CMP's Raymond James and Associates Experience October 2006 - May 2009
Job Senior Conference Manager at Meeting Expectations
Industry Events Services
Experience
Meeting Expectations April 2014 - Present
Invest Financial May 2009 - March 2014
Raymond James and Associates October 2006 - May 2009
Children's Dream Fund January 2006 - April 2006
Redbone, Inc. January 2005 - December 2005
Eventertainment June 2004 - December 2004
The History Center February 2004 - June 2004
The Peabody Hotel Orlando June 2003 - September 2003
Skills
Event Management, Fundraising, Contract Negotiation, Certified Meeting..., Meeting Planning, Event Planning, Trade Shows, Corporate Events, Hospitality, Hotels, Location Intelligence, Customer Service, Budgets, Social Media, Hospitality Industry, Conference Registration, Marketing, Audio Visual Rental, Decoration, Conference Services, Conference Design, Agenda Development, Advertising, Training, Management, Hospitality Management, Tourism, Food & Beverage, Social Media Marketing, Sponsorship, Sales, Time Management, Incentives, Registration
Education
University of Central Florida 2002 — 2004
B.S., Hospitality Management
University of Mississippi 2001 — 2002
Communication, Journalism, and Related Programs
Meeting Expectations April 2014 - Present
Invest Financial May 2009 - March 2014
Raymond James and Associates October 2006 - May 2009
Children's Dream Fund January 2006 - April 2006
Redbone, Inc. January 2005 - December 2005
Eventertainment June 2004 - December 2004
The History Center February 2004 - June 2004
The Peabody Hotel Orlando June 2003 - September 2003
Skills
Event Management, Fundraising, Contract Negotiation, Certified Meeting..., Meeting Planning, Event Planning, Trade Shows, Corporate Events, Hospitality, Hotels, Location Intelligence, Customer Service, Budgets, Social Media, Hospitality Industry, Conference Registration, Marketing, Audio Visual Rental, Decoration, Conference Services, Conference Design, Agenda Development, Advertising, Training, Management, Hospitality Management, Tourism, Food & Beverage, Social Media Marketing, Sponsorship, Sales, Time Management, Incentives, Registration
Education
University of Central Florida 2002 — 2004
B.S., Hospitality Management
University of Mississippi 2001 — 2002
Communication, Journalism, and Related Programs
Erik Fruland Erik Fruland's Raymond James and Associates Experience April 2012 - Present
Job Chief Operating Officer, RJA Private Client Group at Raymond James and Associates
Industry Financial Services
Experience
Raymond James and Associates April 2012 - Present
Raymond James and Associates October 2000 - March 2012
Raymond James and Associates July 1999 - September 2000
Skills
Asset Management
Education
Florida State University 1988 — 1991
Bachelor of Science (BS), Finance
Florida State University
Master of Business Administration (MBA), Finance, General
Raymond James and Associates April 2012 - Present
Raymond James and Associates October 2000 - March 2012
Raymond James and Associates July 1999 - September 2000
Skills
Asset Management
Education
Florida State University 1988 — 1991
Bachelor of Science (BS), Finance
Florida State University
Master of Business Administration (MBA), Finance, General
Gregory T. Urquhart Gregory T. Urquhart's Raymond James and Associates Experience January 2006 - April 2013
Job Computer Operations/Financial Services Professional
Industry Financial Services
Experience
RAYMOND JAMES AND ASSOCIATES January 2006 - April 2013
RAYMOND JAMES AND ASSOCIATES January 1999 - January 2006
RONEY & CO January 1993 - January 1999
Skills
Program Management, Data Center, Databases, Training, Hardware, Software Documentation, Visio
Education
University of Michigan-Dearborn
Bachelor's degree
Hillsdale College
RAYMOND JAMES AND ASSOCIATES January 2006 - April 2013
RAYMOND JAMES AND ASSOCIATES January 1999 - January 2006
RONEY & CO January 1993 - January 1999
Skills
Program Management, Data Center, Databases, Training, Hardware, Software Documentation, Visio
Education
University of Michigan-Dearborn
Bachelor's degree
Hillsdale College
Rachel Bernhardt Rachel Bernhardt's Raymond James and Associates Experience July 2012 - August 2013
Job
Industry Financial Services
Experience
International Princess Project August 2013 - Present
Raymond James and Associates July 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, HTML, Public Speaking, Negotiation, Editing
Education
UCI 2009 — 2013
Public Health Policy, Public Health
University of California, Irvine 2009 — 2013
B.A, Public Health Policy
International Princess Project August 2013 - Present
Raymond James and Associates July 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, HTML, Public Speaking, Negotiation, Editing
Education
UCI 2009 — 2013
Public Health Policy, Public Health
University of California, Irvine 2009 — 2013
B.A, Public Health Policy
Andre Mittag Andre Mittag's Raymond James and Associates Experience January 2009 - August 2011
Job Analytics Consultant AVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Self Employed August 2012 - January 2014
Raymond James and Associates January 2009 - August 2011
Raymond James January 2008 - August 2009
Raymond James & Associates, Inc January 2006 - January 2008
Grand Harbor August 2005 - January 2006
Skills
Economics, Portfolio Management, Microsoft Excel, Capital Markets, Investments, Bloomberg Terminal, Equities, Management, Microsoft Word, Stata, Business Planning, Fixed Income, Access, Leadership, Analytics, Financial Modeling, Banking, Analysis, Tennis, Excel, Intellectually Curious, Business Acumen, Trading, Cross-Cultural Agility, FactSet, Creativity, Motivating Others, OBIEE, Tableau, Aster, Big Data, SQL, R, Python, Finance, Financial Analysis, Strategy
Education
Boston University 2011 — 2012
MA, Economics
Eckerd College 2001 — 2005
BA, Economics
Vero Beach High School
Wells Fargo January 2014 - Present
Self Employed August 2012 - January 2014
Raymond James and Associates January 2009 - August 2011
Raymond James January 2008 - August 2009
Raymond James & Associates, Inc January 2006 - January 2008
Grand Harbor August 2005 - January 2006
Skills
Economics, Portfolio Management, Microsoft Excel, Capital Markets, Investments, Bloomberg Terminal, Equities, Management, Microsoft Word, Stata, Business Planning, Fixed Income, Access, Leadership, Analytics, Financial Modeling, Banking, Analysis, Tennis, Excel, Intellectually Curious, Business Acumen, Trading, Cross-Cultural Agility, FactSet, Creativity, Motivating Others, OBIEE, Tableau, Aster, Big Data, SQL, R, Python, Finance, Financial Analysis, Strategy
Education
Boston University 2011 — 2012
MA, Economics
Eckerd College 2001 — 2005
BA, Economics
Vero Beach High School
Glenn Harwood Glenn Harwood's Raymond James and Associates Experience July 2007 - August 2010
Job Construction/Facilities Coordinator at Community Health Centers of Pinellas & Sales Associate at Century 21 Real Estate
Industry Facilities Services
Experience
City of Largo August 2010 - October 2013
Raymond James and Associates July 2007 - August 2010
City of Tampa October 2000 - July 2005
Skills
Government, Policy, Customer Service, Event Planning, Public Speaking, Public Relations, Event Management, Team Building, Social Media, Program Management, Procurement, Human Resources, Leadership, Project Planning, Construction, Organizational...
Education
University of South Florida 1993 — 1997
Bachelor of Science, Business Administration - Finance
City of Largo August 2010 - October 2013
Raymond James and Associates July 2007 - August 2010
City of Tampa October 2000 - July 2005
Skills
Government, Policy, Customer Service, Event Planning, Public Speaking, Public Relations, Event Management, Team Building, Social Media, Program Management, Procurement, Human Resources, Leadership, Project Planning, Construction, Organizational...
Education
University of South Florida 1993 — 1997
Bachelor of Science, Business Administration - Finance
Megan Kollar's Raymond James and Associates Experience October 1998 - Present
Job Registered Sales Associate II at RAYMOND JAMES
Industry Financial Services
Experience
Raymond James and Associates October 1998 - Present
JJB Hilliard and WL Lyons, Inc July 1994 - October 1998
United Bank & Trust Company July 1990 - July 1994
Education
Sullivan University
Master of Business Administration (MBA), Business Administration, Summa Cum Laude
Sullivan University
Bachelors of Science Degree, Business Management and Finance
Midway College 1986 — 1988
Associate of Arts (AA)
WCHS
Raymond James and Associates October 1998 - Present
JJB Hilliard and WL Lyons, Inc July 1994 - October 1998
United Bank & Trust Company July 1990 - July 1994
Education
Sullivan University
Master of Business Administration (MBA), Business Administration, Summa Cum Laude
Sullivan University
Bachelors of Science Degree, Business Management and Finance
Midway College 1986 — 1988
Associate of Arts (AA)
WCHS
Sarah Gormly Sarah Gormly's Raymond James and Associates Experience April 2008 - June 2010
Job District Manager at ADP Totalsource
Industry Human Resources
Experience
ADP Totalsource June 2014 - Present
ADP May 2010 - June 2014
Raymond James and Associates April 2008 - June 2010
Office of California State Senator Tom Harman August 2009 - May 2010
University of California, Irvine December 2008 - June 2009
Skills
Salesforce.com, Direct Sales, Sales Process, Marketing Communications, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Sales, Account Management, Cold Calling, Marketing, Public Speaking, Microsoft Office, Outlook, Payroll, Advertising, Leadership, Data Entry, Analysis
Education
University of California, Irvine 2006 — 2010
B.A., Psychology and Social Behavior & Criminology, Law, and Society
Carlmont High School 2002 — 2006
High School Diploma
ADP Totalsource June 2014 - Present
ADP May 2010 - June 2014
Raymond James and Associates April 2008 - June 2010
Office of California State Senator Tom Harman August 2009 - May 2010
University of California, Irvine December 2008 - June 2009
Skills
Salesforce.com, Direct Sales, Sales Process, Marketing Communications, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Sales, Account Management, Cold Calling, Marketing, Public Speaking, Microsoft Office, Outlook, Payroll, Advertising, Leadership, Data Entry, Analysis
Education
University of California, Irvine 2006 — 2010
B.A., Psychology and Social Behavior & Criminology, Law, and Society
Carlmont High School 2002 — 2006
High School Diploma
Brad Blankenship's Raymond James and Associates Experience January 2011 - June 2012
Job Vice PresidentService ManagerArvest Asset Management at Arvest Bank
Industry Banking
Experience
Arvest Bank December 2014 - Present
Arvest Bank May 2013 - Present
Raymond James and Associates January 2011 - June 2012
Trilennium Financial Alliance June 2002 - December 2010
Skills
Portfolio Management, Cash Management, Finance, Retirement Planning, Credit, Banking, Fixed Annuities, Financial Analysis, Cross Selling, Refinance, Life Insurance, Annuities, Wealth Management, Mutual Funds, Financial Advisory
Education
University of Arkansas at Fayetteville 1997 — 1999
Kinesiology
Triton College 1994 — 1996
Arvest Bank December 2014 - Present
Arvest Bank May 2013 - Present
Raymond James and Associates January 2011 - June 2012
Trilennium Financial Alliance June 2002 - December 2010
Skills
Portfolio Management, Cash Management, Finance, Retirement Planning, Credit, Banking, Fixed Annuities, Financial Analysis, Cross Selling, Refinance, Life Insurance, Annuities, Wealth Management, Mutual Funds, Financial Advisory
Education
University of Arkansas at Fayetteville 1997 — 1999
Kinesiology
Triton College 1994 — 1996
Justin Swarbrick Justin Swarbrick's Raymond James and Associates Experience 2004 - 2005
Job Alliant Insurance Services
Industry Insurance
Experience
Alliant Insurance Services June 2008 - Present
Liberty Mutual May 2007 - May 2008
Lanier Worldwide September 2006 - April 2007
Raymond James and Associates 2004 - 2005
Skills
Insurance, Commercial Insurance, Underwriting, Property & Casualty..., Financial Analysis
Education
Hillsdale College 2002 — 2006
Finance
hillsdale college
Alliant Insurance Services June 2008 - Present
Liberty Mutual May 2007 - May 2008
Lanier Worldwide September 2006 - April 2007
Raymond James and Associates 2004 - 2005
Skills
Insurance, Commercial Insurance, Underwriting, Property & Casualty..., Financial Analysis
Education
Hillsdale College 2002 — 2006
Finance
hillsdale college
Alison Tierney Alison Tierney's Raymond James and Associates Experience August 2013 - August 2014
Job Analyst at Prairie Capital Advisors, Inc.
Industry Financial Services
Experience
Prairie Capital Advisors, Inc. September 2014 - Present
Raymond James and Associates August 2013 - August 2014
TUDOR INVESTMENT CORPORATION January 2013 - June 2013
New Legacy Group of Companies, LLC May 2011 - October 2012
Skills
Series 7, Spanish, Series 63, Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Microsoft Office, Social Media, Finance, Marketing, Research, Investments
Education
The University of Connecticut 2012 — 2013
Interdisciplinary BA, American History (United States)
University of Illinois at Chicago
Biomedical and Health Information Sciences
Prairie Capital Advisors, Inc. September 2014 - Present
Raymond James and Associates August 2013 - August 2014
TUDOR INVESTMENT CORPORATION January 2013 - June 2013
New Legacy Group of Companies, LLC May 2011 - October 2012
Skills
Series 7, Spanish, Series 63, Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Microsoft Office, Social Media, Finance, Marketing, Research, Investments
Education
The University of Connecticut 2012 — 2013
Interdisciplinary BA, American History (United States)
University of Illinois at Chicago
Biomedical and Health Information Sciences
Barbara T Black Barbara T Black's Raymond James and Associates Experience July 2006 - December 2008
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2009 - Present
Raymond James and Associates July 2006 - December 2008
Morgan Stanley April 2005 - July 2006
Robert W Baird and Company July 1994 - April 2005
Education
Duke University
Master's degree, English
Indiana University
Indiana state certification in Secondary School Administration
Villanova University
Bachelor's degree, English Language and Literature/Letters
Ameriprise Financial Services, Inc. January 2009 - Present
Raymond James and Associates July 2006 - December 2008
Morgan Stanley April 2005 - July 2006
Robert W Baird and Company July 1994 - April 2005
Education
Duke University
Master's degree, English
Indiana University
Indiana state certification in Secondary School Administration
Villanova University
Bachelor's degree, English Language and Literature/Letters
Britta Spanke's Raymond James and Associates Experience January 1998 - January 2001
Job Buyer's Agent, The Alice Chin Team
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage August 2015 - Present
Wheatland Realty February 2013 - August 2015
Not From A Box 2002 - October 2012
Raymond James and Associates January 1998 - January 2001
Defenders Office January 1996 - January 1998
Skills
Real Estate, Sellers, Buyer Representation, Accounting, First Time Home Buyers, Luxury, Management, Sales, Strategic Planning, Team Building, Marketing Strategy, Event Management
Education
University of South Florida 1993 — 1996
Bachelor of Arts Degree, Criminology
St. Petersburg Junior College 1991 — 1993
Associate, Arts
Boca Ceiga High School 1988 — 1991
High School Degree
Coldwell Banker Residential Brokerage August 2015 - Present
Wheatland Realty February 2013 - August 2015
Not From A Box 2002 - October 2012
Raymond James and Associates January 1998 - January 2001
Defenders Office January 1996 - January 1998
Skills
Real Estate, Sellers, Buyer Representation, Accounting, First Time Home Buyers, Luxury, Management, Sales, Strategic Planning, Team Building, Marketing Strategy, Event Management
Education
University of South Florida 1993 — 1996
Bachelor of Arts Degree, Criminology
St. Petersburg Junior College 1991 — 1993
Associate, Arts
Boca Ceiga High School 1988 — 1991
High School Degree
Cathy Morrison Messina Cathy Morrison Messina's Raymond James and Associates Experience March 2001 - April 2006
Job Senior Manager, Advent University at Advent Software
Industry Computer Software
Experience
Advent Software March 2012 - Present
Advent Software September 2009 - March 2012
Raymond James Investment Services April 2006 - July 2009
Raymond James and Associates March 2001 - April 2006
Harvard Center for International Development January 2000 - December 2000
Skills
Training, Management, Employee Training, Investments, Research, Mutual Funds, Integration, Teaching, Testing, Trading, Salesforce.com, Financial Services, Project Management, Onboarding, Human Resources, Portfolio Management, Program Management
Education
University of Florida 1995 — 1999
Bachelor of Liberal Arts & Sciences, English and Business Administration
Advent Software March 2012 - Present
Advent Software September 2009 - March 2012
Raymond James Investment Services April 2006 - July 2009
Raymond James and Associates March 2001 - April 2006
Harvard Center for International Development January 2000 - December 2000
Skills
Training, Management, Employee Training, Investments, Research, Mutual Funds, Integration, Teaching, Testing, Trading, Salesforce.com, Financial Services, Project Management, Onboarding, Human Resources, Portfolio Management, Program Management
Education
University of Florida 1995 — 1999
Bachelor of Liberal Arts & Sciences, English and Business Administration
Ann Fleming, CFP®'s Raymond James and Associates Experience January 2014 - Present
Job Senior Vice President Investments, Turnbaugh Fleming Group at Raymond James and Associates
Industry Financial Services
Experience
Raymond James and Associates January 2014 - Present
Skills
Investments, Retirement Planning, Portfolio Management, Finance, Financial Advisory
Education
Tulane University
Bachelor of Arts cum laude, Economics
Raymond James and Associates January 2014 - Present
Skills
Investments, Retirement Planning, Portfolio Management, Finance, Financial Advisory
Education
Tulane University
Bachelor of Arts cum laude, Economics
Geri Benning Geri Benning's Raymond James and Associates Experience January 1998 - April 2001
Job Manager at BH Martial Arts
Industry Health, Wellness and Fitness
Experience
BH Martial Arts June 2014 - Present
Brummel Realty LLC October 2012 - May 2014
Compass Instruments and Falex Corporation April 2009 - October 2012
Fox Valley Shopping News July 2008 - April 2009
St. Peter School August 2007 - June 2008
Raymond James and Associates January 1998 - April 2001
Skills
Process Scheduler, Call Centers, Customer Service
Education
University of Wisconsin 1992 — 1994
Bachelors of Arts, Public Relations, Advertising, and Applied Communication
Elgin Community College 1990 — 1992
Associates of Arts, General Studies
BH Martial Arts June 2014 - Present
Brummel Realty LLC October 2012 - May 2014
Compass Instruments and Falex Corporation April 2009 - October 2012
Fox Valley Shopping News July 2008 - April 2009
St. Peter School August 2007 - June 2008
Raymond James and Associates January 1998 - April 2001
Skills
Process Scheduler, Call Centers, Customer Service
Education
University of Wisconsin 1992 — 1994
Bachelors of Arts, Public Relations, Advertising, and Applied Communication
Elgin Community College 1990 — 1992
Associates of Arts, General Studies
Anh Nimmons Anh Nimmons's Raymond James and Associates Experience 2008 - 2013
Job Application Developer
Industry Financial Services
Experience
Kelly Services at Raymond James and Associates January 2015 - Present
Syniverse Technologies 2013 - 2014
Raymond James and Associates 2008 - 2013
US Consulting Services, Inc. at Raymond James & Associates 2004 - 2008
Telecommunication Servives Inc. (now Syniverse Technologies) 1997 - 2003
Dataforce International (at GTE TSI) 1996 - 1997
MGA Technologies (at Chase Bank) 1995 - 1996
Equifax Payment Services 1995 - 1995
TransNet Inc. (now Paymentech) 1993 - 1995
Decision Consultants, Inc (at GTE Data Services) 1992 - 1993
Skills
COBOL, Microsoft SQL Server, SQL, Software Development, SDLC, SOA, Agile Methodologies, Visio, DB2, Requirements Analysis, Requirements Gathering, Systems Analysis, T-SQL, Databases, SSRS, Data Modeling, SSIS, Enterprise Architecture, SharePoint
Education
University of South Florida 1993 — 1998
Bachelor of Business Administration, Management Information Systems
University of North Florida 1988 — 1992
Computer Science
Florida Community College at Jacksonville 1983 — 1986
AS & AA, Computer Science
Kelly Services at Raymond James and Associates January 2015 - Present
Syniverse Technologies 2013 - 2014
Raymond James and Associates 2008 - 2013
US Consulting Services, Inc. at Raymond James & Associates 2004 - 2008
Telecommunication Servives Inc. (now Syniverse Technologies) 1997 - 2003
Dataforce International (at GTE TSI) 1996 - 1997
MGA Technologies (at Chase Bank) 1995 - 1996
Equifax Payment Services 1995 - 1995
TransNet Inc. (now Paymentech) 1993 - 1995
Decision Consultants, Inc (at GTE Data Services) 1992 - 1993
Skills
COBOL, Microsoft SQL Server, SQL, Software Development, SDLC, SOA, Agile Methodologies, Visio, DB2, Requirements Analysis, Requirements Gathering, Systems Analysis, T-SQL, Databases, SSRS, Data Modeling, SSIS, Enterprise Architecture, SharePoint
Education
University of South Florida 1993 — 1998
Bachelor of Business Administration, Management Information Systems
University of North Florida 1988 — 1992
Computer Science
Florida Community College at Jacksonville 1983 — 1986
AS & AA, Computer Science
Anne Lucas's Raymond James and Associates Experience November 2007 - March 2010
Job Risk and Control Advisor at DTCC
Industry Information Technology and Services
Experience
DTCC July 2013 - Present
Protiviti June 2012 - July 2013
Protiviti April 2010 - June 2012
Raymond James and Associates November 2007 - March 2010
Skills
Risk Management, SOX, Computer Forensics, Data Loss Prevention, IT Audit, QSA, ISO 27002, FIDICA, Vendor Risk Management, Segregation of Duties, PCI DSS, Visio, ISO 17799, Risk Assessment, Sarbanes-Oxley, Business Analysis, CISSP, Data Analysis, Auditing, Sarbanes-Oxley Act, Internal Audit, CISA, Information Security, SharePoint, Information Security..., DLP, Security, Access, SOX 404, Enterprise Risk..., SAS70, Business Continuity, Financial Risk, Information Technology
Education
University of South Florida 2007 — 2008
BS, Business Administration, Management Information Systems
St. Petersburg College 2004 — 2006
AA, Business
DTCC July 2013 - Present
Protiviti June 2012 - July 2013
Protiviti April 2010 - June 2012
Raymond James and Associates November 2007 - March 2010
Skills
Risk Management, SOX, Computer Forensics, Data Loss Prevention, IT Audit, QSA, ISO 27002, FIDICA, Vendor Risk Management, Segregation of Duties, PCI DSS, Visio, ISO 17799, Risk Assessment, Sarbanes-Oxley, Business Analysis, CISSP, Data Analysis, Auditing, Sarbanes-Oxley Act, Internal Audit, CISA, Information Security, SharePoint, Information Security..., DLP, Security, Access, SOX 404, Enterprise Risk..., SAS70, Business Continuity, Financial Risk, Information Technology
Education
University of South Florida 2007 — 2008
BS, Business Administration, Management Information Systems
St. Petersburg College 2004 — 2006
AA, Business
Jim R. McNeill Jim R. McNeill's Raymond James and Associates Experience June 2000 - November 2005
Job Corporate Hunting Outfitter at South Zone Hunting, LLC
Industry Recreational Facilities and Services
Experience
South Zone Hunting, LLC August 2002 - Present
Raymond James and Associates June 2000 - November 2005
Prudential Securities, Inc. November 1995 - June 2000
CF Motorfreight--Brownsville, TX 1989 - 1995
Skills
Finance, Series 7, Uniform Combined State..., Strategic Financial..., Retirement Planning, Investments, Wealth Management, Mutual Funds, Financial Analysis, Financial Modeling, Investment Strategies, Retirement, Investment Advisory, Financial Advisory, Series 63, Asset Allocation, Portfolio Management, Asset Managment, Securities, Fixed Annuities, Financial Planning
Education
Sam Houston State University 1986 — 1989
BBA, Finance
PSJA
South Zone Hunting, LLC August 2002 - Present
Raymond James and Associates June 2000 - November 2005
Prudential Securities, Inc. November 1995 - June 2000
CF Motorfreight--Brownsville, TX 1989 - 1995
Skills
Finance, Series 7, Uniform Combined State..., Strategic Financial..., Retirement Planning, Investments, Wealth Management, Mutual Funds, Financial Analysis, Financial Modeling, Investment Strategies, Retirement, Investment Advisory, Financial Advisory, Series 63, Asset Allocation, Portfolio Management, Asset Managment, Securities, Fixed Annuities, Financial Planning
Education
Sam Houston State University 1986 — 1989
BBA, Finance
PSJA
Brendan Norman's Raymond James and Associates Experience November 2000 - November 2002
Job Financial Advisor Branch Manager at KeyBank
Industry Investment Management
Experience
KeyBank December 2013 - Present
Greater Indianapolis Red Cross 1995 - Present
Fifth Third Bank March 2012 - November 2013
Salin Bank and Trust March 2011 - April 2012
Nationwide Retirement Solutions March 2009 - March 2011
National City Private Client Group November 2002 - November 2007
Raymond James and Associates November 2000 - November 2002
KeyBank National Association February 1995 - November 2000
Skills
Financial Planning, Trust Management, Investments, Life Insurance, Asset Protection, Private Banking, Retirement, Wealth Management, Strategic Financial..., Small Business, Business Development, Business Planning, Banking, Finance, Retirement Planning, Portfolio Management, Management
Education
Indiana University Bloomington 1991 — 1994
B.A., Economics
KeyBank December 2013 - Present
Greater Indianapolis Red Cross 1995 - Present
Fifth Third Bank March 2012 - November 2013
Salin Bank and Trust March 2011 - April 2012
Nationwide Retirement Solutions March 2009 - March 2011
National City Private Client Group November 2002 - November 2007
Raymond James and Associates November 2000 - November 2002
KeyBank National Association February 1995 - November 2000
Skills
Financial Planning, Trust Management, Investments, Life Insurance, Asset Protection, Private Banking, Retirement, Wealth Management, Strategic Financial..., Small Business, Business Development, Business Planning, Banking, Finance, Retirement Planning, Portfolio Management, Management
Education
Indiana University Bloomington 1991 — 1994
B.A., Economics
Jeff Truman's Raymond James and Associates Experience June 2010 - May 2012
Job Platform Engineer II at Serve by American Express
Industry Information Technology and Services
Experience
Serve an American Express Company July 2013 - Present
Serve an American Express Company May 2012 - July 2013
Raymond James and Associates June 2010 - May 2012
Neighborhood America September 2008 - October 2009
American Diabetic Support Group August 2004 - August 2008
Spherion June 2003 - August 2004
Spherion 2001 - 2004
Spherion November 2002 - June 2003
Spherion September 2001 - November 2002
Skills
Powershell, AD, Windows Server 2008, Bash, Servers, Operating Systems, TCP/IP, SQL, Visual Studio, Hardware, Windows Server, Integration, Active Directory, Microsoft SQL Server, VMware, Advertising, Citrix, Disaster Recovery, IIS, VBScript, SSRS, Linux, SharePoint, Databases, .NET, Quality Assurance, Enterprise Architecture, C#, ASP.NET, Troubleshooting, ITIL, Windows 7, Perl, JavaScript, XP, VPN, Windows XP
Education
Southwest Minnesota State University 1997 — 2001
Bachelor of Science Degree, Computer Science
Britton High School 1992 — 1997
Diploma, General Studies
Serve an American Express Company July 2013 - Present
Serve an American Express Company May 2012 - July 2013
Raymond James and Associates June 2010 - May 2012
Neighborhood America September 2008 - October 2009
American Diabetic Support Group August 2004 - August 2008
Spherion June 2003 - August 2004
Spherion 2001 - 2004
Spherion November 2002 - June 2003
Spherion September 2001 - November 2002
Skills
Powershell, AD, Windows Server 2008, Bash, Servers, Operating Systems, TCP/IP, SQL, Visual Studio, Hardware, Windows Server, Integration, Active Directory, Microsoft SQL Server, VMware, Advertising, Citrix, Disaster Recovery, IIS, VBScript, SSRS, Linux, SharePoint, Databases, .NET, Quality Assurance, Enterprise Architecture, C#, ASP.NET, Troubleshooting, ITIL, Windows 7, Perl, JavaScript, XP, VPN, Windows XP
Education
Southwest Minnesota State University 1997 — 2001
Bachelor of Science Degree, Computer Science
Britton High School 1992 — 1997
Diploma, General Studies
Dale Puruczky Dale Puruczky's Raymond James and Associates Experience May 2001 - May 2004
Job Partner & wealth advisor serving families & corporate executives @ Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners May 2012 - Present
Lake Geauga Recovery Center 2006 - Present
No More Pies 2009 - 2013
Puruczky Wealth Management May 2004 - May 2012
Raymond James and Associates May 2001 - May 2004
Fifth Third Securities January 1996 - May 2001
Skills
Wealth Management, Financial Planning, Estate Planning, Series 7, Retirement Planning, Investment Advisory, Investments, Financial Advisory, Asset Allocation, Mutual Funds, Retirement, Series 63, Investment Strategies, Asset Managment, Wealth Management..., Securities, Strategic Financial..., Insurance, ETFs, Asset Management, Global Tactical Asset..., Quantitative Research, point and figure..., Hedge Funds, Futures, Cash Management, Family Office, Alternative Investments, Finance, Wealth, FINRA
Education
Cleveland State University 1987 — 1991
Bacherlor of Science, Finance and Financial Management Services
Cleveland State University 1987 — 1991
Finance
Stratos Wealth Partners May 2012 - Present
Lake Geauga Recovery Center 2006 - Present
No More Pies 2009 - 2013
Puruczky Wealth Management May 2004 - May 2012
Raymond James and Associates May 2001 - May 2004
Fifth Third Securities January 1996 - May 2001
Skills
Wealth Management, Financial Planning, Estate Planning, Series 7, Retirement Planning, Investment Advisory, Investments, Financial Advisory, Asset Allocation, Mutual Funds, Retirement, Series 63, Investment Strategies, Asset Managment, Wealth Management..., Securities, Strategic Financial..., Insurance, ETFs, Asset Management, Global Tactical Asset..., Quantitative Research, point and figure..., Hedge Funds, Futures, Cash Management, Family Office, Alternative Investments, Finance, Wealth, FINRA
Education
Cleveland State University 1987 — 1991
Bacherlor of Science, Finance and Financial Management Services
Cleveland State University 1987 — 1991
Finance
Sue Kostiwa Sue Kostiwa's Raymond James and Associates Experience September 1994 - Present
Job Sr. V.P. Institutional Sales at Raymond James and Associates
Industry Financial Services
Experience
Raymond James and Associates September 1994 - Present
Skills
Asset Allocation, Institutional Sales, Series 63, Securities, Asset Management, Series 7
Education
Iowa State University
Raymond James and Associates September 1994 - Present
Skills
Asset Allocation, Institutional Sales, Series 63, Securities, Asset Management, Series 7
Education
Iowa State University
Richard L. Arnold Richard L. Arnold's Raymond James and Associates Experience 2008 - October 2010
Job Retired
Industry Financial Services
Experience
The Corundum Group September 2010 - December 2012
Raymond James and Associates 2008 - October 2010
Morgan Stanley Smith Barney January 2006 - September 2007
Bethesda Associates 1994 - 2007
Grant Thornton 1990 - 1994
Deloitte & Touche 1975 - 1990
Skills
Strategic Financial..., Financial Analysis
Education
The University of South Dakota 1971 — 1975
BS, Accounting
The Corundum Group September 2010 - December 2012
Raymond James and Associates 2008 - October 2010
Morgan Stanley Smith Barney January 2006 - September 2007
Bethesda Associates 1994 - 2007
Grant Thornton 1990 - 1994
Deloitte & Touche 1975 - 1990
Skills
Strategic Financial..., Financial Analysis
Education
The University of South Dakota 1971 — 1975
BS, Accounting
Richard Knox Richard Knox's Raymond James and Associates Experience 2005 - 2007
Job Partner at Reliant Financial Group and Insurance Planning
Industry Financial Services
Experience
Reliant Financial Group and Insurance Planning April 2014 - Present
The Bulfinch Group March 2010 - March 2014
Morgan Joseph & Co. June 2008 - November 2009
Raymond James and Associates 2005 - 2007
RBC Capital markets 1998 - 2005
Tucker Anthony January 1996 - April 1998
Leerink Swann 1996 - 1996
Adams Harkness and Hill 1994 - 1996
Putnam Investments 1986 - 1994
Skills
Series 7, Variable Annuities, Finance, Trading, Capital Markets, FINRA, Securities, Risk Management, Financial Services, Equity Trading, Equity Research, Investments, Investment Management, Series 63, Insurance, Wealth Management...
Education
University of Massachusetts Boston 1980 — 1983
BA, Economics
Massachusetts College of Liberal Arts
Reliant Financial Group and Insurance Planning April 2014 - Present
The Bulfinch Group March 2010 - March 2014
Morgan Joseph & Co. June 2008 - November 2009
Raymond James and Associates 2005 - 2007
RBC Capital markets 1998 - 2005
Tucker Anthony January 1996 - April 1998
Leerink Swann 1996 - 1996
Adams Harkness and Hill 1994 - 1996
Putnam Investments 1986 - 1994
Skills
Series 7, Variable Annuities, Finance, Trading, Capital Markets, FINRA, Securities, Risk Management, Financial Services, Equity Trading, Equity Research, Investments, Investment Management, Series 63, Insurance, Wealth Management...
Education
University of Massachusetts Boston 1980 — 1983
BA, Economics
Massachusetts College of Liberal Arts
Kimberly Briggs's Raymond James and Associates Experience August 1996 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James and Associates August 1996 - Present
Skills
Retirement Planning, Financial Planning, Series 7, Estate Planning, Retirement, Wealth Management..., Education Funding, Investment Management
Education
University of South Florida
BA, Marketing/ Business
University of South Florida
Bachelor of Science (B.S.), Marketing
Raymond James and Associates August 1996 - Present
Skills
Retirement Planning, Financial Planning, Series 7, Estate Planning, Retirement, Wealth Management..., Education Funding, Investment Management
Education
University of South Florida
BA, Marketing/ Business
University of South Florida
Bachelor of Science (B.S.), Marketing
Brennan Bennett's Raymond James and Associates Experience May 2012 - Present
Job Financial Advisor at Raymond James and Associates.
Industry Financial Services
Experience
Raymond James and Associates May 2012 - Present
Hilliard Lyons July 2010 - May 2012
Skills
Wealth Management, Investments, Personal Financial..., Estate Planning, Multi-generational..., Covered Calls, Dividends, Equity Research, Finance
Education
Western Michigan University - Haworth College of Business 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Kellogg Community College 2006 — 2008
General Studies
Raymond James and Associates May 2012 - Present
Hilliard Lyons July 2010 - May 2012
Skills
Wealth Management, Investments, Personal Financial..., Estate Planning, Multi-generational..., Covered Calls, Dividends, Equity Research, Finance
Education
Western Michigan University - Haworth College of Business 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Kellogg Community College 2006 — 2008
General Studies
Ed Higgins Ed Higgins's Raymond James and Associates Experience December 1986 - August 1999
Job First Vice PresidentInvestments, PIM Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2012 - Present
Morgan Stanley Smith Barney August 1999 - November 2012
Raymond James and Associates December 1986 - August 1999
Skills
401k Rollovers, Investment Planning, Retirement Planning, Investment Strategies, Asset Management, Roth IRA, Simple IRA, SEP IRA, Investments, Asset Allocation, Mortgage Lending, Risk Management, Licensed Life Insurance..., Index Options, Stock Option, Covered Calls, Exchange Traded..., Mutual Funds, Fixed Annuities, Variable Annuities, Fixed Income, Municipal Bonds, Convertible Bonds, High Yield Bonds, Traditional IRA
Education
University of Florida 1981 — 1983
Bachlors Degree, Business and Finance
Valencia Community College 1979 — 1981
Associate of Arts (AA)
Wells Fargo Advisors, LLC December 2012 - Present
Morgan Stanley Smith Barney August 1999 - November 2012
Raymond James and Associates December 1986 - August 1999
Skills
401k Rollovers, Investment Planning, Retirement Planning, Investment Strategies, Asset Management, Roth IRA, Simple IRA, SEP IRA, Investments, Asset Allocation, Mortgage Lending, Risk Management, Licensed Life Insurance..., Index Options, Stock Option, Covered Calls, Exchange Traded..., Mutual Funds, Fixed Annuities, Variable Annuities, Fixed Income, Municipal Bonds, Convertible Bonds, High Yield Bonds, Traditional IRA
Education
University of Florida 1981 — 1983
Bachlors Degree, Business and Finance
Valencia Community College 1979 — 1981
Associate of Arts (AA)
Ann Murray, M. Ed. Ann Murray, M. Ed.'s Raymond James and Associates Experience September 1993 - May 2009
Job Instructional Designer at Ultimate Medical Academy
Industry E-Learning
Experience
Ultimate Medical Academy February 2013 - Present
Ultimate Medical Academy Online July 2011 - Present
Pinellas County Schools October 2009 - June 2011
Pinellas County Schools October 2009 - June 2011
Raymond James and Associates September 1993 - May 2009
Raymond James and Associates September 1993 - May 2009
Spencer Gifts January 1988 - January 1993
Skills
Moodle, Blackboard, Microsoft Office, Excel, Access, Outlook, PowerPoint, Vuepoint LMS, Centra, Captivate, Fireworks, Flash, Dreamweaver, Elluminate, NVU, Lectora, PDI 360 Profilor..., Adobe Fireworks, Learning Management..., Instructional Design, Distance Learning, Higher Education, Training, Microsoft Excel, Needs Analysis, Coaching, Camtasia
Education
University of South Florida 2007 — 2011
Masters of Education, Instructional Technology; Secondary Education, Curriculum and Instruction
Eckerd College 1988 — 1991
Bachelor of Arts, Business management/marketing
Ultimate Medical Academy February 2013 - Present
Ultimate Medical Academy Online July 2011 - Present
Pinellas County Schools October 2009 - June 2011
Pinellas County Schools October 2009 - June 2011
Raymond James and Associates September 1993 - May 2009
Raymond James and Associates September 1993 - May 2009
Spencer Gifts January 1988 - January 1993
Skills
Moodle, Blackboard, Microsoft Office, Excel, Access, Outlook, PowerPoint, Vuepoint LMS, Centra, Captivate, Fireworks, Flash, Dreamweaver, Elluminate, NVU, Lectora, PDI 360 Profilor..., Adobe Fireworks, Learning Management..., Instructional Design, Distance Learning, Higher Education, Training, Microsoft Excel, Needs Analysis, Coaching, Camtasia
Education
University of South Florida 2007 — 2011
Masters of Education, Instructional Technology; Secondary Education, Curriculum and Instruction
Eckerd College 1988 — 1991
Bachelor of Arts, Business management/marketing
Walter Lunsford's Raymond James and Associates Experience November 2005 - Present
Job AAMS, Managing Director, Senior Vice PresidentInvestments, Raymond James
Industry Financial Services
Experience
Raymond James and Associates November 2005 - Present
Lunsford Cattle Company 1997 - 2014
Advest, Inc. February 2001 - November 2005
J.C. Bradford and Company 1995 - February 2001
Gradison and Company January 1984 - 1995
Gradison/McDonald Securities 1984 - 1994
The Kroger Company 1975 - 1979
Education
Xavier University - Williams College of Business
Executive Certificate in Financial Planning Program
Miami University 1972 — 1975
BA, Psychology
Fairfield High School 1968 — 1971
Raymond James and Associates November 2005 - Present
Lunsford Cattle Company 1997 - 2014
Advest, Inc. February 2001 - November 2005
J.C. Bradford and Company 1995 - February 2001
Gradison and Company January 1984 - 1995
Gradison/McDonald Securities 1984 - 1994
The Kroger Company 1975 - 1979
Education
Xavier University - Williams College of Business
Executive Certificate in Financial Planning Program
Miami University 1972 — 1975
BA, Psychology
Fairfield High School 1968 — 1971
Judith Stojak Judith Stojak's Raymond James and Associates Experience September 1995 - Present
Job Financial AdvisorAssociate Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James and Associates September 1995 - Present
Arts Council of White Lake January 2006 - December 2009
Education
Kaplan University 2006 — 2007
Wealth Management Specialist, Financal Planning
Chicago State University
Raymond James and Associates September 1995 - Present
Arts Council of White Lake January 2006 - December 2009
Education
Kaplan University 2006 — 2007
Wealth Management Specialist, Financal Planning
Chicago State University
Clifford Cook Clifford Cook's Raymond James and Associates Experience February 2005 - July 2015
Job Senior Investment Executive, Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services July 2015 - Present
Raymond James and Associates February 2005 - July 2015
UBS September 1997 - February 2005
Skills
Mutual Funds, Retirement Planning, Securities, Investments, Loans, Nonprofits, Portfolio Management, Commercial Lending, Wealth Management, Financial Advisory, Leadership, Finance, Public Speaking, Asset Allocation, Investment Advisory, Strategic Financial..., Banking, Risk Management, Financial Analysis, Financial Services, Mortgage Lending, Fixed Income, Bonds, IRAs, Insurance
Education
Florida State University 1976 — 1979
Bachelor of Science, Criminology/English
Miami Dade College 1975 — 1976
Associates Degree
Middle Tennessee State University 1974 — 1975
general studies
LSP '06
Raymond James Financial Services July 2015 - Present
Raymond James and Associates February 2005 - July 2015
UBS September 1997 - February 2005
Skills
Mutual Funds, Retirement Planning, Securities, Investments, Loans, Nonprofits, Portfolio Management, Commercial Lending, Wealth Management, Financial Advisory, Leadership, Finance, Public Speaking, Asset Allocation, Investment Advisory, Strategic Financial..., Banking, Risk Management, Financial Analysis, Financial Services, Mortgage Lending, Fixed Income, Bonds, IRAs, Insurance
Education
Florida State University 1976 — 1979
Bachelor of Science, Criminology/English
Miami Dade College 1975 — 1976
Associates Degree
Middle Tennessee State University 1974 — 1975
general studies
LSP '06
Kristina Davis Kristina Davis's Raymond James and Associates Experience September 2005 - April 2008
Job Director of Corporate Talent at CFO Strategic Partners
Industry Accounting
Experience
CFO Strategic Partners June 2015 - Present
SNI Companies July 2014 - June 2015
Newlywed Nomads July 2013 - July 2014
The CSI Companies August 2010 - April 2013
ClubCorp January 2009 - August 2010
Raymond James and Associates September 2005 - April 2008
Skills
Interviews, Event Planning, Recruiting, Hiring, Coaching, Human Resources, Leadership, Event Management, Contract Recruitment, Executive Search, Training, Sales, Temporary Placement, Time Management, Applicant Tracking..., Employee Relations, Marketing, Account Management, Sourcing, Contract Negotiation, Blogging, Talent Acquisition, Networking, Employee Training, Building Relationships, Business Development, New Business Development, Client Relationship..., Interviewing, Talent Management, Vendor Relations, Resume Writing, Marketing Communications, Staffing Services
Education
Florida State University 2004 — 2008
CFO Strategic Partners June 2015 - Present
SNI Companies July 2014 - June 2015
Newlywed Nomads July 2013 - July 2014
The CSI Companies August 2010 - April 2013
ClubCorp January 2009 - August 2010
Raymond James and Associates September 2005 - April 2008
Skills
Interviews, Event Planning, Recruiting, Hiring, Coaching, Human Resources, Leadership, Event Management, Contract Recruitment, Executive Search, Training, Sales, Temporary Placement, Time Management, Applicant Tracking..., Employee Relations, Marketing, Account Management, Sourcing, Contract Negotiation, Blogging, Talent Acquisition, Networking, Employee Training, Building Relationships, Business Development, New Business Development, Client Relationship..., Interviewing, Talent Management, Vendor Relations, Resume Writing, Marketing Communications, Staffing Services
Education
Florida State University 2004 — 2008
Bynum Satterwhite Bynum Satterwhite's Raymond James and Associates Experience September 2014 - Present
Job Vice President, Investments at Raymond James and Associates
Industry Investment Management
Experience
Raymond James and Associates September 2014 - Present
Capital Investment Counsel 1996 - 2014
Smith Barney Brokerage Firm 1984 - 1996
ETHICON Johnson & Johnson 1982 - 1984
Lukens Steel Company 1979 - 1982
Skills
Portfolio Management, Wealth Management, Finance, Retirement Planning, Financial Analysis, Financial Planning, Mutual Funds, Asset Management, Securities, Equities
Education
University of North Carolina at Chapel Hill 1975 — 1979
Bachelor of Business Administration (B.B.A.)
Raymond James and Associates September 2014 - Present
Capital Investment Counsel 1996 - 2014
Smith Barney Brokerage Firm 1984 - 1996
ETHICON Johnson & Johnson 1982 - 1984
Lukens Steel Company 1979 - 1982
Skills
Portfolio Management, Wealth Management, Finance, Retirement Planning, Financial Analysis, Financial Planning, Mutual Funds, Asset Management, Securities, Equities
Education
University of North Carolina at Chapel Hill 1975 — 1979
Bachelor of Business Administration (B.B.A.)
Marcus Irvin's Raymond James and Associates Experience November 2011 - May 2013
Job Systems Engineer
Industry Information Technology and Services
Experience
TechData September 2015 - Present
HSN March 2015 - May 2015
Contractor May 2013 - March 2015
Raymond James and Associates November 2011 - May 2013
Raymond James and Associates November 2000 - November 2011
LifeCare Technologies, Inc June 1997 - August 2000
Skills
Lite-Touch/Zero-Touch..., Windows 7/Vista/XP/2000, Windows Server..., Microsoft Applications, Microsoft Technologies, HP Server Hardware, HP Workstation Hardware, Dell Workstations, Microsoft Deployment..., SCCM, Windows Deployment..., WinPE, HP Blade, Actiance, Deployment Image System..., Windows System Image..., Dell Servers, WAIK, IEAK, HP Array Configuration..., Remote Installation..., CA DLP, Sophos Enterprise, Hyperion MDM, Axs-One Central..., Proofpoint, CD\DVD Mass..., WDS, MDT, Sophos, Dell PowerEdge Servers, Hardware, VMware ESX, Operating Systems, Powershell, Integration, Active Directory, Citrix, Blackberry Enterprise..., Servers, DNS, Terminal Services, Microsoft Certified..., Microsoft Exchange, Windows Server, Windows 7, Microsoft Servers, IIS, Disaster Recovery, System Administration
Education
University of South Florida
Continuing Education towards BS, Computer Science
St. Petersburg College
Associate of Arts (AA), Electrical and Electronics Engineering, 3.4
Cisco Academy / St. Petersburg College
Router Fundamentals
Microsoft Inc.
MCSE, Microsoft Certified System Engineer
Microsoft Inc.
MCP, Microsoft Certified Professional
Microsoft Inc.
Deploying Windows 7/XP, Microsoft Deployment Solutions
Microsoft Inc.
OS Deployment Technology, Microsoft Deployment Solutions
Microsoft Inc.
Deployment Image System and Management (DISM)
Microsoft Inc.
Windows System Image Manager (WSIM)
Microsoft Inc.
Deploying Server 2008R2, Microsoft Deployment Solutions
TechData September 2015 - Present
HSN March 2015 - May 2015
Contractor May 2013 - March 2015
Raymond James and Associates November 2011 - May 2013
Raymond James and Associates November 2000 - November 2011
LifeCare Technologies, Inc June 1997 - August 2000
Skills
Lite-Touch/Zero-Touch..., Windows 7/Vista/XP/2000, Windows Server..., Microsoft Applications, Microsoft Technologies, HP Server Hardware, HP Workstation Hardware, Dell Workstations, Microsoft Deployment..., SCCM, Windows Deployment..., WinPE, HP Blade, Actiance, Deployment Image System..., Windows System Image..., Dell Servers, WAIK, IEAK, HP Array Configuration..., Remote Installation..., CA DLP, Sophos Enterprise, Hyperion MDM, Axs-One Central..., Proofpoint, CD\DVD Mass..., WDS, MDT, Sophos, Dell PowerEdge Servers, Hardware, VMware ESX, Operating Systems, Powershell, Integration, Active Directory, Citrix, Blackberry Enterprise..., Servers, DNS, Terminal Services, Microsoft Certified..., Microsoft Exchange, Windows Server, Windows 7, Microsoft Servers, IIS, Disaster Recovery, System Administration
Education
University of South Florida
Continuing Education towards BS, Computer Science
St. Petersburg College
Associate of Arts (AA), Electrical and Electronics Engineering, 3.4
Cisco Academy / St. Petersburg College
Router Fundamentals
Microsoft Inc.
MCSE, Microsoft Certified System Engineer
Microsoft Inc.
MCP, Microsoft Certified Professional
Microsoft Inc.
Deploying Windows 7/XP, Microsoft Deployment Solutions
Microsoft Inc.
OS Deployment Technology, Microsoft Deployment Solutions
Microsoft Inc.
Deployment Image System and Management (DISM)
Microsoft Inc.
Windows System Image Manager (WSIM)
Microsoft Inc.
Deploying Server 2008R2, Microsoft Deployment Solutions
Maison De Jonge's Raymond James and Associates Experience January 2012 - April 2012
Job Senior Inventory Analyst at Sears Holdings Corporation
Industry Logistics and Supply Chain
Experience
Sears Holdings Corporation December 2014 - Present
Sears Holdings Corporation October 2013 - December 2014
General Motors April 2012 - August 2012
Raymond James and Associates January 2012 - April 2012
The Junction Ice Cream Shoppe January 2003 - August 2011
Hamilton Community Pools January 2009 - August 2009
Skills
Microsoft Excel, Finance, Analysis, Process Improvement, Human Resources, PowerPoint, Marketing, Microsoft Office, Customer Service, Microsoft Word, Cash Management, Phone Skills, Interpersonal..., Social Networking, Research, Team Leadership, Banking, Financial Modeling, Data Analysis, Financial Reporting, Budgets, Spreadsheets, Forecasting, Accounts Payable, Accounts Receivable, Data Entry, Teamwork, Financial Analysis, Stata, Inventory Analysis, Inventory Management, Inventory Planning
Education
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Economics
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance & Economics
Hamilton High School 2005 — 2009
High School
Sears Holdings Corporation December 2014 - Present
Sears Holdings Corporation October 2013 - December 2014
General Motors April 2012 - August 2012
Raymond James and Associates January 2012 - April 2012
The Junction Ice Cream Shoppe January 2003 - August 2011
Hamilton Community Pools January 2009 - August 2009
Skills
Microsoft Excel, Finance, Analysis, Process Improvement, Human Resources, PowerPoint, Marketing, Microsoft Office, Customer Service, Microsoft Word, Cash Management, Phone Skills, Interpersonal..., Social Networking, Research, Team Leadership, Banking, Financial Modeling, Data Analysis, Financial Reporting, Budgets, Spreadsheets, Forecasting, Accounts Payable, Accounts Receivable, Data Entry, Teamwork, Financial Analysis, Stata, Inventory Analysis, Inventory Management, Inventory Planning
Education
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Economics
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance & Economics
Hamilton High School 2005 — 2009
High School
Nicholas Baurichter Nicholas Baurichter's Raymond James and Associates Experience June 2008 - March 2010
Job Financial Professional at AXA Advisors
Industry Nonprofit Organization Management
Experience
AXA Advisors October 2014 - Present
Mill Creek Residential Trust LLC April 2013 - September 2014
Milner Document Products August 2012 - March 2013
South Florida Urban Ministries August 2011 - August 2012
Raymond James and Associates June 2008 - March 2010
Dow Chemical Company March 2007 - June 2007
Skills
Investment Services, Financial Services, Retirement Planning, Risk Management, Pension Distribution..., 401(k) Distribution..., Wealth Management, Financial Planning
Education
University of Cincinnati 2005 — 2010
Bachelor of Business Administration, Finance
AXA Advisors October 2014 - Present
Mill Creek Residential Trust LLC April 2013 - September 2014
Milner Document Products August 2012 - March 2013
South Florida Urban Ministries August 2011 - August 2012
Raymond James and Associates June 2008 - March 2010
Dow Chemical Company March 2007 - June 2007
Skills
Investment Services, Financial Services, Retirement Planning, Risk Management, Pension Distribution..., 401(k) Distribution..., Wealth Management, Financial Planning
Education
University of Cincinnati 2005 — 2010
Bachelor of Business Administration, Finance
Kevin Ruane Kevin Ruane's Raymond James and Associates Experience 2003 - 2005
Job
Industry Consumer Electronics
Experience
Bolt February 2013 - Present
Logitech 2010 - Present
Point Judith Capital 2009 - 2009
Ballast Point Ventures 2005 - 2007
Raymond James and Associates 2003 - 2005
Skills
Corporate Development, Strategic Investment, Venture Capital, Strategy Development, Financial Modeling, Strategy, Valuation, Investments, Due Diligence, Mergers & Acquisitions, SaaS, Product Marketing, Investment Banking, Leadership, Management, Equities, Portfolio Management, Product Management, Start-ups, Cross-functional Team..., Mobility Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA with Distinction
University of Florida
B.A. Economics with Honors, B.S. Finance with Honors
Bolt February 2013 - Present
Logitech 2010 - Present
Point Judith Capital 2009 - 2009
Ballast Point Ventures 2005 - 2007
Raymond James and Associates 2003 - 2005
Skills
Corporate Development, Strategic Investment, Venture Capital, Strategy Development, Financial Modeling, Strategy, Valuation, Investments, Due Diligence, Mergers & Acquisitions, SaaS, Product Marketing, Investment Banking, Leadership, Management, Equities, Portfolio Management, Product Management, Start-ups, Cross-functional Team..., Mobility Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA with Distinction
University of Florida
B.A. Economics with Honors, B.S. Finance with Honors
Sean Cooney Sean Cooney's Raymond James and Associates Experience March 2012 - Present
Job CERTIFIED FINANCIAL PLANNER ™ professional at Raymond James and Associates
Industry Financial Services
Experience
Raymond James and Associates March 2012 - Present
Raymond James and Associates January 1993 - Present
Skills
Investments, Microsoft Office, Team Building, Sales, Sales Management, Securities, Process Improvement, Public Speaking, Marketing Strategy, Project Management
Education
University of Michigan-Dearborn
Business Administration and Management, General
Raymond James and Associates March 2012 - Present
Raymond James and Associates January 1993 - Present
Skills
Investments, Microsoft Office, Team Building, Sales, Sales Management, Securities, Process Improvement, Public Speaking, Marketing Strategy, Project Management
Education
University of Michigan-Dearborn
Business Administration and Management, General
Bill Naylor Bill Naylor's Raymond James and Associates Experience May 2005 - Present
Job SAN Analyst II at Raymond James and Associates
Industry Information Technology and Services
Experience
Raymond James and Associates May 2005 - Present
Raymond James & Associates May 2005 - Present
Black Hills Corporation May 2004 - April 2005
United States Air Force May 2000 - May 2004
United States Air Force July 1997 - May 2000
Skills
NetApp, VMAX, SAN, VNX, VMware, Disaster Recovery, CX4, Brocade Fibre Switches, Fiber Optics, Customer Service, Project Management, Cisco UCS, Active Directory, Servers, Symmetrix, EMC Storage, Data Center, NAS, Technical Support, Hardware, HP, VMware ESX, Citrix, Business Continuity, IT Management, Microsoft Certified..., Virtualization, Storage Area Networks, Replication, Storage, Troubleshooting, Switches, Infrastructure
Education
Central Michigan University 2001 — 2003
Master of Science Degree, Administration/Management
Wayland Baptist University 2001 — 2003
Bachelor of Science Degree, Information Systems Management
Leadership and Management AcademyUS Air Force Leadership Academy
Raymond James and Associates May 2005 - Present
Raymond James & Associates May 2005 - Present
Black Hills Corporation May 2004 - April 2005
United States Air Force May 2000 - May 2004
United States Air Force July 1997 - May 2000
Skills
NetApp, VMAX, SAN, VNX, VMware, Disaster Recovery, CX4, Brocade Fibre Switches, Fiber Optics, Customer Service, Project Management, Cisco UCS, Active Directory, Servers, Symmetrix, EMC Storage, Data Center, NAS, Technical Support, Hardware, HP, VMware ESX, Citrix, Business Continuity, IT Management, Microsoft Certified..., Virtualization, Storage Area Networks, Replication, Storage, Troubleshooting, Switches, Infrastructure
Education
Central Michigan University 2001 — 2003
Master of Science Degree, Administration/Management
Wayland Baptist University 2001 — 2003
Bachelor of Science Degree, Information Systems Management
Leadership and Management AcademyUS Air Force Leadership Academy
Mary Howell Mary Howell's Raymond James and Associates Experience August 1999 - May 2000
Job Institutional Client Portfolio Specialist
Industry Investment Management
Experience
LA Fitness June 2013 - Present
Eagle Asset Management February 2011 - Present
Eagle Asset Management February 2011 - Present
Raymond James Financial, Inc August 1999 - Present
Eagle Asset Management May 2004 - February 2011
Eagle Asset Management May 2004 - January 2011
Heritage Asset Management May 2000 - May 2004
Heritage Asset Management May 2000 - May 2004
Raymond James and Associates August 1999 - May 2000
Skills
Mutual Funds, Investment Strategies, Finance, Portfolio Management, Asset Management, Investment Management, Marketing, Securities, Investments, Financial Services, Asset Allocation, Series 63
Education
University of Tampa 2002 — 2004
MBA, Finance
University of Tampa
Master of Business Administration, Finance
University of Central Florida 1994 — 1998
BA, Psychology, Business Minor
University of Central Florida
Bachelor of Arts, Psychology
Highland Park
Highland Park
University of Pennsylvania - The Wharton School
CIMA Designation, Certified Investment Management Analyst
LA Fitness June 2013 - Present
Eagle Asset Management February 2011 - Present
Eagle Asset Management February 2011 - Present
Raymond James Financial, Inc August 1999 - Present
Eagle Asset Management May 2004 - February 2011
Eagle Asset Management May 2004 - January 2011
Heritage Asset Management May 2000 - May 2004
Heritage Asset Management May 2000 - May 2004
Raymond James and Associates August 1999 - May 2000
Skills
Mutual Funds, Investment Strategies, Finance, Portfolio Management, Asset Management, Investment Management, Marketing, Securities, Investments, Financial Services, Asset Allocation, Series 63
Education
University of Tampa 2002 — 2004
MBA, Finance
University of Tampa
Master of Business Administration, Finance
University of Central Florida 1994 — 1998
BA, Psychology, Business Minor
University of Central Florida
Bachelor of Arts, Psychology
Highland Park
Highland Park
University of Pennsylvania - The Wharton School
CIMA Designation, Certified Investment Management Analyst
Catherine Stock Catherine Stock's Raymond James and Associates Experience 2000 - 2004
Job Strategic Executive Schedulers/Owner/Operator Finance/Annuities/Mutual Funds/Customer Service Management
Industry Financial Services
Experience
Strategic Executive Schedulers seeking new opportunities June 2010 - Present
Florida Farm Bureau Insurance February 2004 - June 2015
Raymond James and Associates 2000 - 2004
Wheeler Financial Services, Inc., – RJFS January 2000 - December 2000
Palm Investment Services, Inc., RJFS February 1993 - December 1999
Skills
Process Scheduler, Customer Service, Customer Retention, Customer Support, Customer Engagement, Appointment Scheduling, Financial Reporting, Financial Services, Accounting, Communication, Property & Casualty..., Email Clients, Telephone Skills, Telecommunications, Management, Team Management, Time Management, Payroll Administration, Payroll, Finance, Financial Analysis, Outlook, Microsoft Office
Education
St. Petersburg College
Bachelor of Applied Science (B.A.Sc.), Technology Management
Strategic Executive Schedulers seeking new opportunities June 2010 - Present
Florida Farm Bureau Insurance February 2004 - June 2015
Raymond James and Associates 2000 - 2004
Wheeler Financial Services, Inc., – RJFS January 2000 - December 2000
Palm Investment Services, Inc., RJFS February 1993 - December 1999
Skills
Process Scheduler, Customer Service, Customer Retention, Customer Support, Customer Engagement, Appointment Scheduling, Financial Reporting, Financial Services, Accounting, Communication, Property & Casualty..., Email Clients, Telephone Skills, Telecommunications, Management, Team Management, Time Management, Payroll Administration, Payroll, Finance, Financial Analysis, Outlook, Microsoft Office
Education
St. Petersburg College
Bachelor of Applied Science (B.A.Sc.), Technology Management
Whitney Young's Raymond James and Associates Experience July 2009 - July 2011
Job Equity Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Fuqua School of Business August 2011 - May 2013
Fidelity Investments June 2012 - August 2012
Raymond James and Associates July 2009 - July 2011
Raymond James July 2007 - June 2009
U.S. Department of State September 2006 - December 2006
Solera Capital May 2006 - July 2006
Skills
Financial Modeling, Equity Valuation, Corporate Development, Venture Capital, Valuation, Investment Banking
Education
Duke Fuqua School of Business 2011 — 2013
MBA
The College of William and Mary 2003 — 2007
Bachelor's degree, Economics
Fidelity Investments August 2013 - Present
Fuqua School of Business August 2011 - May 2013
Fidelity Investments June 2012 - August 2012
Raymond James and Associates July 2009 - July 2011
Raymond James July 2007 - June 2009
U.S. Department of State September 2006 - December 2006
Solera Capital May 2006 - July 2006
Skills
Financial Modeling, Equity Valuation, Corporate Development, Venture Capital, Valuation, Investment Banking
Education
Duke Fuqua School of Business 2011 — 2013
MBA
The College of William and Mary 2003 — 2007
Bachelor's degree, Economics
Travis Bowlby's Raymond James and Associates Experience August 2005 - July 2006
Job Vice President at BTIG
Industry Financial Services
Experience
BTIG May 2015 - Present
TB Creative Technologies March 2014 - Present
Nomura Securities January 2015 - May 2015
IntercontinentalExchange, Inc. April 2012 - January 2015
TradeStation Technologies May 2011 - April 2012
The Bank of New York Mellon April 2009 - May 2011
The Bank of New York Mellon September 2006 - April 2009
Raymond James and Associates August 2005 - July 2006
Skills
Fixed Income, Derivatives, Equities, Options, Investments, Trading Systems, Microsoft SQL Server, Portfolio Management, Capital Markets, Mutual Funds, FX trading, Electronic Trading, Technical Analysis, Perl, Software Quality..., Equity Derivatives, Microsoft Office, Agile Project Management, SQL, Accounting, Corporate Actions, Banking, Finance, HTML, CSS, Agile Testing, Scrum, FIX, Series 3, FX Hedging, Options Strategies, Web Development, Back Office, Middle Office, Stock Trading, Fixed Income Trading, Margin, Margin Analysis, IPO, International Equities, SWIFT, SWIFT messaging, ACH, MS Office Suite, Microsoft Office 2003, Microsoft Office 2007, Windows 7, JavaScript, AJAX, P2P Lending
Education
Eastern New Mexico University 2015 — 2017
Master of Business Administration (M.B.A.)
Western Governors University 2014 — 2015
Bachelor of Science (B.S.), Information Technology
St. Petersburg College 2003 — 2006
A.A. with Honors, Accounting and Finance
BTIG May 2015 - Present
TB Creative Technologies March 2014 - Present
Nomura Securities January 2015 - May 2015
IntercontinentalExchange, Inc. April 2012 - January 2015
TradeStation Technologies May 2011 - April 2012
The Bank of New York Mellon April 2009 - May 2011
The Bank of New York Mellon September 2006 - April 2009
Raymond James and Associates August 2005 - July 2006
Skills
Fixed Income, Derivatives, Equities, Options, Investments, Trading Systems, Microsoft SQL Server, Portfolio Management, Capital Markets, Mutual Funds, FX trading, Electronic Trading, Technical Analysis, Perl, Software Quality..., Equity Derivatives, Microsoft Office, Agile Project Management, SQL, Accounting, Corporate Actions, Banking, Finance, HTML, CSS, Agile Testing, Scrum, FIX, Series 3, FX Hedging, Options Strategies, Web Development, Back Office, Middle Office, Stock Trading, Fixed Income Trading, Margin, Margin Analysis, IPO, International Equities, SWIFT, SWIFT messaging, ACH, MS Office Suite, Microsoft Office 2003, Microsoft Office 2007, Windows 7, JavaScript, AJAX, P2P Lending
Education
Eastern New Mexico University 2015 — 2017
Master of Business Administration (M.B.A.)
Western Governors University 2014 — 2015
Bachelor of Science (B.S.), Information Technology
St. Petersburg College 2003 — 2006
A.A. with Honors, Accounting and Finance
Chris Russick's Raymond James and Associates Experience October 2007 - February 2011
Job Sales Engineer at BDNA Corporation
Industry Financial Services
Experience
BDNA Corporation August 2014 - Present
Bloomin' Brands September 2012 - August 2014
Raymond James & Associates, Inc February 2011 - September 2012
Raymond James and Associates October 2007 - February 2011
Raymond James December 2000 - November 2007
St. Petersburg Yacht Club 1994 - 1996
Skills
Business Analysis, Software Development, SDLC, Databases, Visio, Requirements Analysis, Microsoft SQL Server, Program Management, SharePoint, Vendor Management, SQL, ITIL, Requirements Gathering, Process Improvement, IT Management, Change Management, Disaster Recovery, Analysis, IT Strategy, Integration, Project Management, Business Intelligence, Cross-functional Team..., Software Project..., Project Planning, MS Project, Agile Methodologies, Business Process..., Systems Analysis, Business Requirements, Agile Project Management, Enterprise Software, Database Design, SOA, Quality Assurance, Risk Management, Software Documentation, Sales Engineering, Sales, Pre-sales, Sales Presentations, Solution Architecture, Solution Selling, Asset Management
Education
Eckerd College 1998 — 2000
BS, Computer Science
University of Florida 1995 — 1998
BS, Zoology
BDNA Corporation August 2014 - Present
Bloomin' Brands September 2012 - August 2014
Raymond James & Associates, Inc February 2011 - September 2012
Raymond James and Associates October 2007 - February 2011
Raymond James December 2000 - November 2007
St. Petersburg Yacht Club 1994 - 1996
Skills
Business Analysis, Software Development, SDLC, Databases, Visio, Requirements Analysis, Microsoft SQL Server, Program Management, SharePoint, Vendor Management, SQL, ITIL, Requirements Gathering, Process Improvement, IT Management, Change Management, Disaster Recovery, Analysis, IT Strategy, Integration, Project Management, Business Intelligence, Cross-functional Team..., Software Project..., Project Planning, MS Project, Agile Methodologies, Business Process..., Systems Analysis, Business Requirements, Agile Project Management, Enterprise Software, Database Design, SOA, Quality Assurance, Risk Management, Software Documentation, Sales Engineering, Sales, Pre-sales, Sales Presentations, Solution Architecture, Solution Selling, Asset Management
Education
Eckerd College 1998 — 2000
BS, Computer Science
University of Florida 1995 — 1998
BS, Zoology
Gabe Beshara's Raymond James and Associates Experience April 2007 - October 2007
Job Registered Representative, McFawn Financial Services Group, Raymond James Financial Services
Industry Financial Services
Experience
McFawn Financial Services Group LLC. July 2012 - Present
Raymond James Financial Inc. September 2011 - July 2012
Raymond James Financial Inc. October 2007 - September 2011
Raymond James and Associates April 2007 - October 2007
Education
Grand Valley State University 2001 — 2006
Finance, General
Lumen Christi 1996 — 2000
McFawn Financial Services Group LLC. July 2012 - Present
Raymond James Financial Inc. September 2011 - July 2012
Raymond James Financial Inc. October 2007 - September 2011
Raymond James and Associates April 2007 - October 2007
Education
Grand Valley State University 2001 — 2006
Finance, General
Lumen Christi 1996 — 2000
John Gilmartin's Raymond James and Associates Experience October 2010 - Present
Job at Raymond James and Associates
Industry Financial Services
Experience
Raymond James and Associates October 2010 - Present
R&H Securities (aquired by VDM Institutional Aug. '07) April 2004 - October 2009
Lehman Brothers September 2000 - April 2004
Donaldson, Lufkin & Jenrette October 1998 - September 2000
Morgan Keegan & Co. April 1992 - October 1998
Skills
Series 7, Series 63, Series 24, Series 55
Education
Marist College 1984 — 1988
bs, finance
Raymond James and Associates October 2010 - Present
R&H Securities (aquired by VDM Institutional Aug. '07) April 2004 - October 2009
Lehman Brothers September 2000 - April 2004
Donaldson, Lufkin & Jenrette October 1998 - September 2000
Morgan Keegan & Co. April 1992 - October 1998
Skills
Series 7, Series 63, Series 24, Series 55
Education
Marist College 1984 — 1988
bs, finance
James Koss's Raymond James and Associates Experience 1993 - 1996
Job Seniors Real Estate Specialist at BHHS Florida Properties Group
Industry Real Estate
Experience
BHHS Florida Properties Group July 2015 - Present
The Best BACK & SLEEP Store October 2004 - Present
KOSS & Associates/ Nursing Home , Assisted Living & CCRC Administration 1995 - Present
Remax Real Estate Specialist 1999 - 2015
Bon Secour Maria Manor 1996 - 1997
Raymond James and Associates 1993 - 1996
Prudential Securities, Tampa, FL 1991 - 1993
Stereo and Video Designs, Inc. 1988 - 1991
AEROX Healthcare Services 1979 - 1988
Ambulatory Services of America 1978 - 1978
Skills
Healthcare, Advertising, Public Health, Sales Management, Healthcare Management, Customer Service, Wellness, Nursing, Nutrition, Stress Management, Strategic Planning, Small Business, System Administration, Social Media Marketing, Training, Marketing Strategy, Strategic Analysis and..., Team Building, Home Care, Hospitals, Medicare, Long-term Care, Leadership, Managed Care, Elder Care, Medicaid
Education
American International College 1973 — 1973
none, Business
Springfield College
Bachelor of Science (B.S.), Health and Physical Education/Fitness
St. Petersburg College
AS, Nursing Home Administration
University of Minnesota-Twin Cities
Master of Public Health (MPH), Healthcare Administration, Hospital, Public Health Administration
BHHS Florida Properties Group July 2015 - Present
The Best BACK & SLEEP Store October 2004 - Present
KOSS & Associates/ Nursing Home , Assisted Living & CCRC Administration 1995 - Present
Remax Real Estate Specialist 1999 - 2015
Bon Secour Maria Manor 1996 - 1997
Raymond James and Associates 1993 - 1996
Prudential Securities, Tampa, FL 1991 - 1993
Stereo and Video Designs, Inc. 1988 - 1991
AEROX Healthcare Services 1979 - 1988
Ambulatory Services of America 1978 - 1978
Skills
Healthcare, Advertising, Public Health, Sales Management, Healthcare Management, Customer Service, Wellness, Nursing, Nutrition, Stress Management, Strategic Planning, Small Business, System Administration, Social Media Marketing, Training, Marketing Strategy, Strategic Analysis and..., Team Building, Home Care, Hospitals, Medicare, Long-term Care, Leadership, Managed Care, Elder Care, Medicaid
Education
American International College 1973 — 1973
none, Business
Springfield College
Bachelor of Science (B.S.), Health and Physical Education/Fitness
St. Petersburg College
AS, Nursing Home Administration
University of Minnesota-Twin Cities
Master of Public Health (MPH), Healthcare Administration, Hospital, Public Health Administration
H Ray Willis's Raymond James and Associates Experience April 1998 - June 2006
Job Chief Financial Officer, CoFounder, Beacon Asset Managers, LLC
Industry Real Estate
Experience
Beacon Asset Managers, LLC June 2006 - Present
Raymond James and Associates April 1998 - June 2006
Barnett Banks Trust Company, N.A. June 1990 - April 1998
Deloitte and Touche January 1988 - June 1990
US Air Force January 1984 - October 1985
LDS Church May 1980 - June 1982
Education
Florida State University - College of Business 1986 — 1987
Bachelors, Accounting
Beacon Asset Managers, LLC June 2006 - Present
Raymond James and Associates April 1998 - June 2006
Barnett Banks Trust Company, N.A. June 1990 - April 1998
Deloitte and Touche January 1988 - June 1990
US Air Force January 1984 - October 1985
LDS Church May 1980 - June 1982
Education
Florida State University - College of Business 1986 — 1987
Bachelors, Accounting
Stacey Fischer-Lewis's Raymond James and Associates Experience September 2009 - Present
Job Client Services Liaison at Raymond James and Associates
Industry Consumer Services
Experience
Raymond James and Associates September 2009 - Present
GMAC June 1997 - April 2010
GMAC 1997 - 2008
FIRST NATIONWIDE BANK, acquired by Charter One September 1990 - June 1997
Arby's Restaurant Group May 1989 - May 1990
Education
Northwood University 1976 — 1980
Bachelor, Marketing
Raymond James and Associates September 2009 - Present
GMAC June 1997 - April 2010
GMAC 1997 - 2008
FIRST NATIONWIDE BANK, acquired by Charter One September 1990 - June 1997
Arby's Restaurant Group May 1989 - May 1990
Education
Northwood University 1976 — 1980
Bachelor, Marketing
Robert A. A. Brewer, WMS, CRPC®'s Raymond James and Associates Experience October 1998 - Present
Job Managing Director, Investments, Branch Manager
Industry Investment Management
Experience
Raymond James and Associates October 1998 - Present
J.J.B. Hilliard, W.L. Lyons, Inc. September 1992 - October 1998
Education
University of Kentucky 1990 — 1992
Bachelor of Arts (B.A.), Spanish
Indiana University Bloomington 1988 — 1990
Certificate of Business, Business
Raymond James and Associates October 1998 - Present
J.J.B. Hilliard, W.L. Lyons, Inc. September 1992 - October 1998
Education
University of Kentucky 1990 — 1992
Bachelor of Arts (B.A.), Spanish
Indiana University Bloomington 1988 — 1990
Certificate of Business, Business
Judy Darby, MBA's Raymond James and Associates Experience May 2008 - Present
Job Systems Specialist at Raymond James and Associates
Industry Financial Services
Experience
Raymond James and Associates May 2008 - Present
St. Petersburg College January 2004 - April 2008
Dunn Mental Health Center, Inc May 1992 - October 2004
Skills
Visio, Troubleshooting, Technical Training, Microsoft Access, Microsoft Excel, Microsoft Word, Microsoft Office, SharePoint, Equity Research, Customer Service, Web Design, SDLC, Business Analysis, SQL, Photoshop, Proofreading, Web Applications, Microsoft SQL Server, Remote Desktop, Customer Support, Customer Management..., Salesforce.com..., ACT!, Wage and Hour Laws, HR Software, HR Policies, HR Consulting, New Hire Orientations, OSHA Record Keeping, Recruitment Advertising, Benefits Administration, Compensation & Benefits..., FMLA, HIPAA, PeopleSoft, Desktop Publishing, Portraits, Oil Painting, People-oriented, Management, MS Project, Vendor Management, Process Improvement, CRM, Software Documentation, Access, Requirements Gathering, Human Resources, User Acceptance Testing, Requirements Analysis
Education
Indiana Wesleyan University 1994 — 1999
Master of Business Administration (MBA), Business Administration and Management, General, 3.91
HAGERSTOWN JR. SR. HIGH SCHOOL
St. Petersburg College
Raymond James and Associates May 2008 - Present
St. Petersburg College January 2004 - April 2008
Dunn Mental Health Center, Inc May 1992 - October 2004
Skills
Visio, Troubleshooting, Technical Training, Microsoft Access, Microsoft Excel, Microsoft Word, Microsoft Office, SharePoint, Equity Research, Customer Service, Web Design, SDLC, Business Analysis, SQL, Photoshop, Proofreading, Web Applications, Microsoft SQL Server, Remote Desktop, Customer Support, Customer Management..., Salesforce.com..., ACT!, Wage and Hour Laws, HR Software, HR Policies, HR Consulting, New Hire Orientations, OSHA Record Keeping, Recruitment Advertising, Benefits Administration, Compensation & Benefits..., FMLA, HIPAA, PeopleSoft, Desktop Publishing, Portraits, Oil Painting, People-oriented, Management, MS Project, Vendor Management, Process Improvement, CRM, Software Documentation, Access, Requirements Gathering, Human Resources, User Acceptance Testing, Requirements Analysis
Education
Indiana Wesleyan University 1994 — 1999
Master of Business Administration (MBA), Business Administration and Management, General, 3.91
HAGERSTOWN JR. SR. HIGH SCHOOL
St. Petersburg College
John Leffel's Raymond James and Associates Experience 2001 - Present
Job Managing Director at Raymond James
Industry Investment Banking
Experience
Raymond James and Associates 2001 - Present
The Robinson Humphrey Company 1995 - 2001
Oppenheimer & Co. 1989 - 1995
Paine Webber 1983 - 1989
Education
Cornell University - Johnson Graduate School of Management 1981 — 1983
MBA, Finance and Marketing
Hobart and William Smith Colleges 1974 — 1979
BA, History
Loomis Chaffee 1971 — 1974
Raymond James and Associates 2001 - Present
The Robinson Humphrey Company 1995 - 2001
Oppenheimer & Co. 1989 - 1995
Paine Webber 1983 - 1989
Education
Cornell University - Johnson Graduate School of Management 1981 — 1983
MBA, Finance and Marketing
Hobart and William Smith Colleges 1974 — 1979
BA, History
Loomis Chaffee 1971 — 1974
Furman Howard's Raymond James and Associates Experience August 2007 - Present
Job institutional fixed income sales at Morgan Keegan
Industry Financial Services
Experience
Raymond James and associates August 2007 - Present
Morgan Keegan August 2007 - April 2012
First Albany Capital August 1990 - June 2006
Skills
Asset Management
Education
University of Virginia Darden School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
The George Washington University 1975 — 1979
Bachelor's degree, Economics
Raymond James and associates August 2007 - Present
Morgan Keegan August 2007 - April 2012
First Albany Capital August 1990 - June 2006
Skills
Asset Management
Education
University of Virginia Darden School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
The George Washington University 1975 — 1979
Bachelor's degree, Economics
Steve Czechowski's Raymond James and Associates Experience January 2013 - Present
Job Operations Management Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James and Associates January 2013 - Present
Raymond James & Associates July 2010 - January 2013
H&R Block Financial Advisors November 2007 - November 2009
Skills
Microsoft Excel, Microsoft Word, General Ledger, Securities, Mutual Funds, Investments, Bonds, Strategic Financial..., Bloomberg, Equities, Financial Analysis, Asset Allocation, Credit, Access, Accounting, Investment Valuation, Communication, Auditing, Securities Lending, Margin, Economics, Statistics, Tutoring, Procedural Manuals, Journal Entries, Tax Reporting, IRAs, Brokerage, Cash Management
Education
Wayne State University 2006 — 2007
M.A, Economics
Wayne State University 2004 — 2006
B.A, Economics
Macomb Community College 2002 — 2004
General Studies
Raymond James and Associates January 2013 - Present
Raymond James & Associates July 2010 - January 2013
H&R Block Financial Advisors November 2007 - November 2009
Skills
Microsoft Excel, Microsoft Word, General Ledger, Securities, Mutual Funds, Investments, Bonds, Strategic Financial..., Bloomberg, Equities, Financial Analysis, Asset Allocation, Credit, Access, Accounting, Investment Valuation, Communication, Auditing, Securities Lending, Margin, Economics, Statistics, Tutoring, Procedural Manuals, Journal Entries, Tax Reporting, IRAs, Brokerage, Cash Management
Education
Wayne State University 2006 — 2007
M.A, Economics
Wayne State University 2004 — 2006
B.A, Economics
Macomb Community College 2002 — 2004
General Studies
David Pesterfield, MBA, CFP's Raymond James and Associates Experience April 1997 - November 2003
Job Owner/Branch Manager, Eleven Atlantic LLC
Industry Financial Services
Experience
Eleven Atlantic LLC October 2009 - Present
Pesterfield Capital Management, LLc November 2003 - October 2009
Raymond James and Associates April 1997 - November 2003
Skills
Series 7, Retirement Planning, Asset Allocation, Investment Advisory, Series 63, Mutual Funds, Wealth Management
Education
Universtiy of Wyoming 1973 — 1976
MBA, Corporate Finance
University of Georgia - Terry College of Business 1968 — 1972
BBA
Eleven Atlantic LLC October 2009 - Present
Pesterfield Capital Management, LLc November 2003 - October 2009
Raymond James and Associates April 1997 - November 2003
Skills
Series 7, Retirement Planning, Asset Allocation, Investment Advisory, Series 63, Mutual Funds, Wealth Management
Education
Universtiy of Wyoming 1973 — 1976
MBA, Corporate Finance
University of Georgia - Terry College of Business 1968 — 1972
BBA
Debra Mixon's Raymond James and Associates Experience January 2001 - February 2006
Job Communications Specialist at Raymond James Financial
Industry Writing and Editing
Experience
Raymond James Financial May 2008 - Present
LightPort August 2006 - April 2008
Raymond James and Associates January 2001 - February 2006
The Technical Resource Connection, Inc March 1999 - January 2001
Education
Eckerd College
B.A, Visual Arts
University of South Florida
B.A, English
Raymond James Financial May 2008 - Present
LightPort August 2006 - April 2008
Raymond James and Associates January 2001 - February 2006
The Technical Resource Connection, Inc March 1999 - January 2001
Education
Eckerd College
B.A, Visual Arts
University of South Florida
B.A, English
joseph tallman's Raymond James and Associates Experience 1989 - 2008
Job Independent Financial Services Professional
Industry
Experience
RAYMOND JAMES ASSOC 1989 - 2008
RAYMOND JAMES ASSOC 1989 - 2008
tallman inc. 1989 - 2008
tallman inc. 1989 - 2008
Raymond James Financial St. Petersburg, FL 1989 - 2008
Raymond James Financial 1989 - 2008
Raymond James 1989 - 2008
Raymond James and Associates 1989 - 2008
Skills
Series 7, Equities, Series 63, Securities, Wealth Management, Series 24, Investments, Asset Allocation, Mutual Funds, Investment Advisory, Hedge Funds, Alternative Investments, Retirement Planning, Portfolio Management, Investment Banking, Asset Managment, Investment Strategies, Equity Research, Equity Trading, FINRA, Financial Advisory, Financial Markets, Fixed Income, Investment Management, Options, Strategic Financial..., Trading, Risk Management, Uniform Combined State...
Education
Fairleigh Dickinson University 1968 — 1971
bs, business management
Fairleigh Dickinson University 1967 — 1971
bs, business management
RAYMOND JAMES ASSOC 1989 - 2008
RAYMOND JAMES ASSOC 1989 - 2008
tallman inc. 1989 - 2008
tallman inc. 1989 - 2008
Raymond James Financial St. Petersburg, FL 1989 - 2008
Raymond James Financial 1989 - 2008
Raymond James 1989 - 2008
Raymond James and Associates 1989 - 2008
Skills
Series 7, Equities, Series 63, Securities, Wealth Management, Series 24, Investments, Asset Allocation, Mutual Funds, Investment Advisory, Hedge Funds, Alternative Investments, Retirement Planning, Portfolio Management, Investment Banking, Asset Managment, Investment Strategies, Equity Research, Equity Trading, FINRA, Financial Advisory, Financial Markets, Fixed Income, Investment Management, Options, Strategic Financial..., Trading, Risk Management, Uniform Combined State...
Education
Fairleigh Dickinson University 1968 — 1971
bs, business management
Fairleigh Dickinson University 1967 — 1971
bs, business management
Richard Vance's Raymond James and Associates Experience February 2013 - Present
Job First Vice President, Investments at Raymond James and Associates
Industry Financial Services
Experience
Raymond James and Associates February 2013 - Present
Morgan Keegan October 2005 - February 2013
Smith Barney November 1981 - October 2005
Skills
Series 7, Wealth Management, Retirement Planning, Securities, Series 63, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Investment Advisory, Equities, Fixed Income
Education
University of Cincinnati College of Business
Raymond James and Associates February 2013 - Present
Morgan Keegan October 2005 - February 2013
Smith Barney November 1981 - October 2005
Skills
Series 7, Wealth Management, Retirement Planning, Securities, Series 63, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Investment Advisory, Equities, Fixed Income
Education
University of Cincinnati College of Business
Michael Koury's Raymond James and Associates Experience May 2003 - July 2006
Job Internal Sales Consultant at Advisors Asset Management
Industry Financial Services
Experience
Advisors Asset Management, Inc. July 2012 - Present
American Funds July 2006 - July 2012
Raymond James and Associates May 2003 - July 2006
Skills
Mutual Funds, Series 7, Investments, Series 63, Sales, Account Management, Wealth Management, Insurance, Retirement Planning, Sales Management, Portfolio Management, Salesforce.com
Education
The University of Texas at Austin
Advisors Asset Management, Inc. July 2012 - Present
American Funds July 2006 - July 2012
Raymond James and Associates May 2003 - July 2006
Skills
Mutual Funds, Series 7, Investments, Series 63, Sales, Account Management, Wealth Management, Insurance, Retirement Planning, Sales Management, Portfolio Management, Salesforce.com
Education
The University of Texas at Austin
Michael Scott Brown's Raymond James and Associates Experience April 2011 - June 2013
Job Agency Trader at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
Raymond James and Associates April 2011 - June 2013
Morgan Stanley Smith Barney February 2010 - April 2011
Wells Fargo Advisor June 2008 - November 2009
M and J Securities October 1999 - October 2007
Skills
Investments, Series 7, Mutual Funds, Securities, Series 63, Equity Trading, Alternative Investments, Asset Management, Capital Markets, Bloomberg, FINRA, Financial Services, Fixed Income, Hedge Funds, Options, Wealth Management
Education
University of Central Florida - College of Business Administration 1997 — 1999
Bachelor of Science in Business Administration, Finance
Raymond James Financial Inc. October 2013 - Present
Raymond James and Associates April 2011 - June 2013
Morgan Stanley Smith Barney February 2010 - April 2011
Wells Fargo Advisor June 2008 - November 2009
M and J Securities October 1999 - October 2007
Skills
Investments, Series 7, Mutual Funds, Securities, Series 63, Equity Trading, Alternative Investments, Asset Management, Capital Markets, Bloomberg, FINRA, Financial Services, Fixed Income, Hedge Funds, Options, Wealth Management
Education
University of Central Florida - College of Business Administration 1997 — 1999
Bachelor of Science in Business Administration, Finance
BayCare Health System
Prime Therapeutics
Skanska USA Building Inc.
TriHealth
Accretive Health
CBIZ
M-I SWACO
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