Raymond James Bank
Description
Founded: 1994 Parent organization: Raymond James Subsidiaries: Raymond James Canadian Acquisition, Inc., Raymond James Capital Funding, Inc.
Raymond James Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Raymond James Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Raymond James Bank Employees
Employee
Years
Job
Industry
Dawn Justen Dawn Justen's Raymond James Bank Experience October 1999 - July 2002
Job Sr Analyst Advanced Analytics & Data Solutions at HSN
Industry Retail
Experience
HSN September 2012 - Present
hawkeye October 2011 - September 2012
GE Capital August 2007 - October 2011
Catalina Marketing Corporation August 2005 - August 2007
Catalina Marketing November 2003 - August 2005
Catalina Marketing July 2002 - November 2003
Raymond James Bank October 1999 - July 2002
Skills
Analytics, SAS, Data Analysis, Excel, Microsoft Excel, Segmentation, Customer Insight, Database Marketing, Marketing, Marketing Research, Web Analytics, Data Mining, Market Analysis, Competitive Analysis, Analysis, CRM, Marketing Analytics, Strategy, Customer Analysis, SAS programming, Multi-channel Marketing, Business Intelligence, Forecasting, Customer Acquisition, Loyalty Marketing, Loyalty Programs, Market Research, Predictive Modeling, Integrated Marketing, E-commerce, Direct Marketing, Campaign Management, Credit Cards, Predictive Analytics, Email Marketing, Digital Marketing, Statistical Modeling, Business Analytics, Customer Retention, Logistic Regression, Cross-functional Team..., Financial Services, SAS Programming
Education
University of Phoenix - MBA Candidate 2014 — 2015
Master of Business Administration (M.B.A.)
University of Tampa 2000 — 2003
B.S., Marketing
St. Petersburg College 1997 — 1999
A.A., Mass Communications
HSN September 2012 - Present
hawkeye October 2011 - September 2012
GE Capital August 2007 - October 2011
Catalina Marketing Corporation August 2005 - August 2007
Catalina Marketing November 2003 - August 2005
Catalina Marketing July 2002 - November 2003
Raymond James Bank October 1999 - July 2002
Skills
Analytics, SAS, Data Analysis, Excel, Microsoft Excel, Segmentation, Customer Insight, Database Marketing, Marketing, Marketing Research, Web Analytics, Data Mining, Market Analysis, Competitive Analysis, Analysis, CRM, Marketing Analytics, Strategy, Customer Analysis, SAS programming, Multi-channel Marketing, Business Intelligence, Forecasting, Customer Acquisition, Loyalty Marketing, Loyalty Programs, Market Research, Predictive Modeling, Integrated Marketing, E-commerce, Direct Marketing, Campaign Management, Credit Cards, Predictive Analytics, Email Marketing, Digital Marketing, Statistical Modeling, Business Analytics, Customer Retention, Logistic Regression, Cross-functional Team..., Financial Services, SAS Programming
Education
University of Phoenix - MBA Candidate 2014 — 2015
Master of Business Administration (M.B.A.)
University of Tampa 2000 — 2003
B.S., Marketing
St. Petersburg College 1997 — 1999
A.A., Mass Communications
Paige Lenssen Paige Lenssen's Raymond James Bank Experience June 2015 - Present
Job Corporate Credit Analyst at Raymond James Bank
Industry Financial Services
Experience
Raymond James Bank June 2015 - Present
Raymond James Financial Inc. June 2014 - May 2015
Auburn University Raymond J. Harbert College of Business August 2013 - May 2014
Skills
Finance, Leadership, Critical Thinking, Business, Professional Writing, Tenor Saxophone, Technical Writing, Public Speaking, Microsoft Word, Microsoft Excel, Research, PowerPoint, Microsoft Office, Data Analysis, Time Management
Education
Auburn University
Bachelor of Science (B.S.) in Business Administration, Finance, General, 4.0 GPA
Auburn University
Bachelor of Arts (B.A.) in English, Professional & Public Writing, 4.0 GPA
Raymond James Bank June 2015 - Present
Raymond James Financial Inc. June 2014 - May 2015
Auburn University Raymond J. Harbert College of Business August 2013 - May 2014
Skills
Finance, Leadership, Critical Thinking, Business, Professional Writing, Tenor Saxophone, Technical Writing, Public Speaking, Microsoft Word, Microsoft Excel, Research, PowerPoint, Microsoft Office, Data Analysis, Time Management
Education
Auburn University
Bachelor of Science (B.S.) in Business Administration, Finance, General, 4.0 GPA
Auburn University
Bachelor of Arts (B.A.) in English, Professional & Public Writing, 4.0 GPA
Haley Van Broekhoven Haley Van Broekhoven's Raymond James Bank Experience June 2015 - Present
Job Compliance Specialist II at Raymond James Bank
Industry Banking
Experience
Raymond James Bank June 2015 - Present
VanDyk Mortgage December 2014 - June 2015
European Institute for Asian Studies February 2014 - June 2014
54-U-Store April 2011 - August 2013
Skills
Research, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Fundraising, Event Management, Public Relations, Customer Service, Teamwork, Community Outreach, Nonprofits, Asian Studies, International Trade, International..., Free Trade Agreements, Small Business, International Relations, Management, European Union, Political Science, Foreign Policy, Policy Analysis, International Political...
Education
China Foreign Affairs University 2014 — 2015
Chinese Language Immersion Exchange Program, Chinese Language and Diplomacy
The University of Kent 2013 — 2014
Master's degree, International Political Economy
University of South Florida 2011 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
Daytona Beach Community College 2008 — 2011
Associate of Arts (A.A.), International Relations and Affairs
Raymond James Bank June 2015 - Present
VanDyk Mortgage December 2014 - June 2015
European Institute for Asian Studies February 2014 - June 2014
54-U-Store April 2011 - August 2013
Skills
Research, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Fundraising, Event Management, Public Relations, Customer Service, Teamwork, Community Outreach, Nonprofits, Asian Studies, International Trade, International..., Free Trade Agreements, Small Business, International Relations, Management, European Union, Political Science, Foreign Policy, Policy Analysis, International Political...
Education
China Foreign Affairs University 2014 — 2015
Chinese Language Immersion Exchange Program, Chinese Language and Diplomacy
The University of Kent 2013 — 2014
Master's degree, International Political Economy
University of South Florida 2011 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
Daytona Beach Community College 2008 — 2011
Associate of Arts (A.A.), International Relations and Affairs
Larry Schaad Larry Schaad's Raymond James Bank Experience August 2005 - May 2007
Job Helping companies grow and succeed
Industry Financial Services
Experience
Liquid Capital May 2013 - Present
LNR Partners LLC May 2007 - December 2011
Raymond James Bank August 2005 - May 2007
Danka Business Systems November 1998 - May 2005
Bank of America May 1994 - November 1998
Continental Bank March 1980 - May 1994
Skills
Cash Flow Forecasting, Treasury Management, Underwriting, Contract Negotiations, Derivatives, Bank Relationship..., Cash Management, Credit, Risk Management, Financial Analysis, Hedging, Capital Markets, Financial Modeling, Debt, Foreign Exchange, Investments, Contract Negotiation, Banking, Valuation, Strategic Planning, Budgets, Due Diligence, Finance, Structured Finance, Loans, Investment Banking, Accounting, Treasury, Analysis, Securitization, Corporate Finance, Credit Analysis, Real Estate, Factoring, Purchase Order Financing, Trading, Credit Risk, Mergers & Acquisitions, Asset Management, Private Equity, FX Options, Financial Structuring, Strategic Financial..., Cash Flow, Funding, Fixed Income, Commercial Lending, Restructuring, Commercial Banking, Real Estate Economics
Education
University of Florida 1974 — 1978
BSBA, Finance and Economics
Liquid Capital May 2013 - Present
LNR Partners LLC May 2007 - December 2011
Raymond James Bank August 2005 - May 2007
Danka Business Systems November 1998 - May 2005
Bank of America May 1994 - November 1998
Continental Bank March 1980 - May 1994
Skills
Cash Flow Forecasting, Treasury Management, Underwriting, Contract Negotiations, Derivatives, Bank Relationship..., Cash Management, Credit, Risk Management, Financial Analysis, Hedging, Capital Markets, Financial Modeling, Debt, Foreign Exchange, Investments, Contract Negotiation, Banking, Valuation, Strategic Planning, Budgets, Due Diligence, Finance, Structured Finance, Loans, Investment Banking, Accounting, Treasury, Analysis, Securitization, Corporate Finance, Credit Analysis, Real Estate, Factoring, Purchase Order Financing, Trading, Credit Risk, Mergers & Acquisitions, Asset Management, Private Equity, FX Options, Financial Structuring, Strategic Financial..., Cash Flow, Funding, Fixed Income, Commercial Lending, Restructuring, Commercial Banking, Real Estate Economics
Education
University of Florida 1974 — 1978
BSBA, Finance and Economics
Carolina Mercedes Carolina Mercedes's Raymond James Bank Experience February 2008 - June 2009
Job Risk Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. October 2014 - Present
Raymond James Financial, Inc. June 2011 - September 2014
Pinellas County Schools October 2009 - December 2010
Raymond James Bank February 2008 - June 2009
Skills
Technical Support, Customer Service, Information Technology, SharePoint, SailPoint, Microsoft Office, Active Directory, Data Analysis, Data Collection, Information Security, NetQoS, Service Desk, Finance, Training, Bandwidth Management, Banking
Education
University of South Florida 2013 — 2015
Master of Business Administration (M.B.A.), Management, Information Systems Management
University of South Florida 2008 — 2012
Bachelor's Degree, Finance, Minor in International Business
Raymond James Financial, Inc. October 2014 - Present
Raymond James Financial, Inc. June 2011 - September 2014
Pinellas County Schools October 2009 - December 2010
Raymond James Bank February 2008 - June 2009
Skills
Technical Support, Customer Service, Information Technology, SharePoint, SailPoint, Microsoft Office, Active Directory, Data Analysis, Data Collection, Information Security, NetQoS, Service Desk, Finance, Training, Bandwidth Management, Banking
Education
University of South Florida 2013 — 2015
Master of Business Administration (M.B.A.), Management, Information Systems Management
University of South Florida 2008 — 2012
Bachelor's Degree, Finance, Minor in International Business
Cari Kearney's Raymond James Bank Experience May 2011 - August 2011
Job Product Specialist in the Alternative Investments Group at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
Raymond James Financial Inc. June 2012 - September 2013
Raymond James Bank May 2011 - August 2011
Raymond James Bank June 2009 - August 2009
CedarS Camps May 2006 - July 2009
Raymond James Bank July 2008 - August 2008
Raymond James Bank July 2007 - August 2007
Skills
Strategic Financial..., Auditing, Internal Audit, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Public Speaking, Research, Financial Analysis, Accounting, Financial Reporting, Leadership, Risk Management, Financial Risk, Alternative Investments
Education
University of Florida 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Hillsorough Senior High School 2004 — 2008
Raymond James Financial Inc. October 2013 - Present
Raymond James Financial Inc. June 2012 - September 2013
Raymond James Bank May 2011 - August 2011
Raymond James Bank June 2009 - August 2009
CedarS Camps May 2006 - July 2009
Raymond James Bank July 2008 - August 2008
Raymond James Bank July 2007 - August 2007
Skills
Strategic Financial..., Auditing, Internal Audit, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Public Speaking, Research, Financial Analysis, Accounting, Financial Reporting, Leadership, Risk Management, Financial Risk, Alternative Investments
Education
University of Florida 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Hillsorough Senior High School 2004 — 2008
Taylor Flores's Raymond James Bank Experience May 2015 - August 2015
Job Student at The Ohio State University
Industry Financial Services
Experience
Raymond James Bank May 2015 - August 2015
Raymond James Bank June 2014 - August 2014
Raymond James Bank June 2013 - August 2013
Raymond James Bank June 2012 - August 2012
Education
The Ohio State University 2014 — 2018
Bachelor's Degree, Finance
Hillsborough High School IB 2010 — 2014
International Baccalaureate, Business and Finance, 7.30 GPA
Raymond James Bank May 2015 - August 2015
Raymond James Bank June 2014 - August 2014
Raymond James Bank June 2013 - August 2013
Raymond James Bank June 2012 - August 2012
Education
The Ohio State University 2014 — 2018
Bachelor's Degree, Finance
Hillsborough High School IB 2010 — 2014
International Baccalaureate, Business and Finance, 7.30 GPA
Ken Ginel's Raymond James Bank Experience August 1996 - Present
Job Controller at Raymond James Bank
Industry Banking
Experience
Raymond James Bank August 1996 - Present
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Financial Reporting, Accounting, Strategic Financial..., Sarbanes-Oxley Act, Risk Management, Banking, Valuation, Investments, Capital Markets, Enterprise Risk..., Forecasting, Fixed Income, Derivatives, Budgets, Analysis, General Ledger, GAAP, Due Diligence
Education
University of South Florida 1991 — 1996
BS -Business, Accounting
Raymond James Bank August 1996 - Present
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Financial Reporting, Accounting, Strategic Financial..., Sarbanes-Oxley Act, Risk Management, Banking, Valuation, Investments, Capital Markets, Enterprise Risk..., Forecasting, Fixed Income, Derivatives, Budgets, Analysis, General Ledger, GAAP, Due Diligence
Education
University of South Florida 1991 — 1996
BS -Business, Accounting
Jack Robbins Jack Robbins's Raymond James Bank Experience April 2015 - Present
Job Commercial Real Estate Analyst, Raymond James Bank
Industry Banking
Experience
Raymond James Bank April 2015 - Present
Raymond James Bank January 2014 - April 2015
The Bank of Tampa July 2013 - January 2014
The Bank of Tampa September 2012 - June 2013
University of Tampa January 2011 - May 2012
Vail Resorts July 2010 - October 2010
University of Central Florida Athletic Association August 2009 - November 2009
Gator Boosters Inc September 2008 - April 2009
Skills
Management, Ticket Sales, Social Media, Social Networking, Public Speaking, PowerPoint, Customer Service, Microsoft Office, Time Management, Marketing, Microsoft Excel, Credit, Loans, Banking, Finance, Analysis, Sales, Financial Analysis, Microsoft Word
Education
University of Tampa - John H. Sykes College of Business 2011 — 2013
Masters in Business Administration, Finance, General
University of Tampa - John H. Sykes College of Business 2011 — 2013
Master of Science, Finance
University of Florida 2005 — 2009
Sports Management, Business Administration and Management, General
H.B. Plant High 2001 — 2005
Raymond James Bank April 2015 - Present
Raymond James Bank January 2014 - April 2015
The Bank of Tampa July 2013 - January 2014
The Bank of Tampa September 2012 - June 2013
University of Tampa January 2011 - May 2012
Vail Resorts July 2010 - October 2010
University of Central Florida Athletic Association August 2009 - November 2009
Gator Boosters Inc September 2008 - April 2009
Skills
Management, Ticket Sales, Social Media, Social Networking, Public Speaking, PowerPoint, Customer Service, Microsoft Office, Time Management, Marketing, Microsoft Excel, Credit, Loans, Banking, Finance, Analysis, Sales, Financial Analysis, Microsoft Word
Education
University of Tampa - John H. Sykes College of Business 2011 — 2013
Masters in Business Administration, Finance, General
University of Tampa - John H. Sykes College of Business 2011 — 2013
Master of Science, Finance
University of Florida 2005 — 2009
Sports Management, Business Administration and Management, General
H.B. Plant High 2001 — 2005
Catherine Smith Catherine Smith's Raymond James Bank Experience November 2013 - Present
Job Compliance Officer with Raymond James Bank
Industry Financial Services
Experience
Raymond James Bank November 2013 - Present
Eagle Asset Management March 2012 - November 2013
Clark & Washington, P.C. October 2010 - November 2011
Krause and Goldberg P.A. 2009 - 2009
Skills
Corporate Governance, Due Diligence, Mutual Funds, Investments, Hedge Funds, Asset Management, Series 24, Intellectual Property, Equities, Financial Services, Legal Compliance, Lexis
Education
Nova Southeastern University—Shepard Broad Law Center 2007 — 2010
J.D., Law
University of Florida 2003 — 2006
B.A., English
Clearwater Central Catholic
Raymond James Bank November 2013 - Present
Eagle Asset Management March 2012 - November 2013
Clark & Washington, P.C. October 2010 - November 2011
Krause and Goldberg P.A. 2009 - 2009
Skills
Corporate Governance, Due Diligence, Mutual Funds, Investments, Hedge Funds, Asset Management, Series 24, Intellectual Property, Equities, Financial Services, Legal Compliance, Lexis
Education
Nova Southeastern University—Shepard Broad Law Center 2007 — 2010
J.D., Law
University of Florida 2003 — 2006
B.A., English
Clearwater Central Catholic
Benjamin Powers's Raymond James Bank Experience May 2011 - June 2011
Job Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Asset Management July 2014 - Present
JPMorgan Chase June 2012 - June 2014
Raymond James Bank May 2011 - June 2011
Raymond James Bank May 2009 - August 2009
Skills
Bloomberg Terminal, Microsoft Office, Credit, Credit Risk, Financial Analysis
Education
University of Florida 2007 — 2011
Business Administration, Finance
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Arts, Business Administration
J.P. Morgan Asset Management July 2014 - Present
JPMorgan Chase June 2012 - June 2014
Raymond James Bank May 2011 - June 2011
Raymond James Bank May 2009 - August 2009
Skills
Bloomberg Terminal, Microsoft Office, Credit, Credit Risk, Financial Analysis
Education
University of Florida 2007 — 2011
Business Administration, Finance
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Arts, Business Administration
Stephen Lohden's Raymond James Bank Experience June 2009 - August 2009
Job Excursion Guide at Walt Disney World
Industry Entertainment
Experience
Walt Disney World September 2012 - Present
Walt Disney World July 2011 - November 2012
Walt Disney World August 2010 - July 2011
Raymond James Bank June 2009 - August 2009
Achieva Credit Union June 2008 - August 2008
Skills
Hospitality, Hospitality Management, Theme Parks, Risk Management
Education
University of Central Florida 2010 — 2013
Bachelor of Science (B.S.), Rosen College of Hospitality Management
Walt Disney World September 2012 - Present
Walt Disney World July 2011 - November 2012
Walt Disney World August 2010 - July 2011
Raymond James Bank June 2009 - August 2009
Achieva Credit Union June 2008 - August 2008
Skills
Hospitality, Hospitality Management, Theme Parks, Risk Management
Education
University of Central Florida 2010 — 2013
Bachelor of Science (B.S.), Rosen College of Hospitality Management
Barbara Shore Barbara Shore's Raymond James Bank Experience 2003 - Present
Job Senior Vice President Deposit Operations, Security at Raymond James Bank
Industry Banking
Experience
Raymond James Bank 2003 - Present
FirstMerit Bank 1995 - 2003
Education
Case Western Reserve University
MNO, Business
Ohio University
B.A., English
Raymond James Bank 2003 - Present
FirstMerit Bank 1995 - 2003
Education
Case Western Reserve University
MNO, Business
Ohio University
B.A., English
Ryan Memoli Ryan Memoli's Raymond James Bank Experience March 2012 - Present
Job Corporate Credit Analyst at Raymond James Bank
Industry Financial Services
Experience
Raymond James Bank March 2012 - Present
Raymond James & Associates, Inc January 2011 - March 2012
Crosstree Capital Partners, Inc. July 2010 - December 2010
SPARK LABS January 2010 - July 2010
Skills
Financial Analysis, Market Research, Business Development, Financial Modeling, Valuation, Investments, Corporate Finance, Bloomberg, Due Diligence
Education
University of South Florida 2009 — 2010
Masters, Entrepreneurship
University of Florida 2007 — 2009
Bachelors, Finance
Raymond James Bank March 2012 - Present
Raymond James & Associates, Inc January 2011 - March 2012
Crosstree Capital Partners, Inc. July 2010 - December 2010
SPARK LABS January 2010 - July 2010
Skills
Financial Analysis, Market Research, Business Development, Financial Modeling, Valuation, Investments, Corporate Finance, Bloomberg, Due Diligence
Education
University of South Florida 2009 — 2010
Masters, Entrepreneurship
University of Florida 2007 — 2009
Bachelors, Finance
Ronald Rapp Ronald Rapp's Raymond James Bank Experience June 2012 - Present
Job Managing Director Commercial Real Estate at Raymond James Bank
Industry Banking
Experience
Raymond James Bank June 2012 - Present
Allied Irish Bank (AIB) 2002 - 2011
Dresdner Kleinwort Wasserstein 1995 - 2002
Tokai Bank Limited 1994 - 1995
DG Bank 1989 - 1994
Southwestern Commercial Capital 1988 - 1989
Merrill Lynch 1985 - 1988
National Bank Shares Corporation 1983 - 1985
Skills
Strategic Leadership, Start-ups, Executive Management, Credit, Loan Structuring, Loans, Syndications, Workout, Debt, Mezzanine, Restructuring, Structuring, Structured Finance, Capital Markets, Commercial Banking, Credit Analysis, Corporate Finance, Project Finance, Portfolio Management, Real Estate Finance, Leveraged Finance, Financial Structuring, Real Estate Economics, Relationship Management, Commercial Mortgages, Commercial Lending, Debt Restructuring
Education
The University of Texas at Austin 1981 — 1983
MBA, Accounting and finance
Creighton University 1975 — 1979
BSBA, Finance
Raymond James Bank June 2012 - Present
Allied Irish Bank (AIB) 2002 - 2011
Dresdner Kleinwort Wasserstein 1995 - 2002
Tokai Bank Limited 1994 - 1995
DG Bank 1989 - 1994
Southwestern Commercial Capital 1988 - 1989
Merrill Lynch 1985 - 1988
National Bank Shares Corporation 1983 - 1985
Skills
Strategic Leadership, Start-ups, Executive Management, Credit, Loan Structuring, Loans, Syndications, Workout, Debt, Mezzanine, Restructuring, Structuring, Structured Finance, Capital Markets, Commercial Banking, Credit Analysis, Corporate Finance, Project Finance, Portfolio Management, Real Estate Finance, Leveraged Finance, Financial Structuring, Real Estate Economics, Relationship Management, Commercial Mortgages, Commercial Lending, Debt Restructuring
Education
The University of Texas at Austin 1981 — 1983
MBA, Accounting and finance
Creighton University 1975 — 1979
BSBA, Finance
Phil Sizemore Phil Sizemore's Raymond James Bank Experience December 2011 - August 2014
Job Senior Vice President / Retail Banking Manager at Carolina Bank
Industry Financial Services
Experience
Carolina Bank August 2014 - Present
Raymond James Bank December 2011 - August 2014
Bank of America Merrill Lynch October 1985 - April 2011
Skills
Wealth Management, Banking, Credit, Cash Management, Customer Relations, Residential Mortgages, Customer Service, Portfolio Management, Loan Origination, Mortgage Lending, Small Business Lending, Commercial Lending, Loans, Credit Analysis, Series 7, Financial Analysis, Commercial Banking, Retirement Planning, Series 63, Mutual Funds, Consumer Lending, Investment Advisory, Investments, Financial Advisory, Mortgage Banking, Strategic Financial..., Securities, Financial Services, Relationship Management, Asset Allocation, Wealth Management..., Private Banking, Uniform Combined State..., Series 6, Retirement, Financial Planning
Education
Appalachian State University 1980 — 1985
BSBA, Marketing / Management
Carolina Bank August 2014 - Present
Raymond James Bank December 2011 - August 2014
Bank of America Merrill Lynch October 1985 - April 2011
Skills
Wealth Management, Banking, Credit, Cash Management, Customer Relations, Residential Mortgages, Customer Service, Portfolio Management, Loan Origination, Mortgage Lending, Small Business Lending, Commercial Lending, Loans, Credit Analysis, Series 7, Financial Analysis, Commercial Banking, Retirement Planning, Series 63, Mutual Funds, Consumer Lending, Investment Advisory, Investments, Financial Advisory, Mortgage Banking, Strategic Financial..., Securities, Financial Services, Relationship Management, Asset Allocation, Wealth Management..., Private Banking, Uniform Combined State..., Series 6, Retirement, Financial Planning
Education
Appalachian State University 1980 — 1985
BSBA, Marketing / Management
Elizabeth Brown, CFP®'s Raymond James Bank Experience April 2015 - Present
Job Securities Based Lending Banker at Raymond James Bank
Industry Investment Management
Experience
Raymond James Bank April 2015 - Present
Transamerica Retirement Solutions April 2012 - April 2015
Merrill Lynch July 2010 - January 2013
Lighthouse of Pinellas October 2012 - October 2012
UPARC Foundation October 2007 - October 2012
BB&T Wealth Management October 2007 - July 2010
BOD of The Arts Center 2007 - 2009
Wachovia Wealth Management November 2006 - October 2007
Bank of America August 1981 - October 2006
Barnett bank of PINELLAS 1978 - 1981
Skills
Wealth Management, Series 7, Estate Planning, Retirement Planning, Portfolio Management, Commercial Lending, Investments, Strategic Financial..., Wealth Management..., Investment Advisory, Loans, Banking, High Net Worth..., Wealth, Retirement
Education
Florida Southern College 1979 — 1981
BS, Finance / Psychology
Raymond James Bank April 2015 - Present
Transamerica Retirement Solutions April 2012 - April 2015
Merrill Lynch July 2010 - January 2013
Lighthouse of Pinellas October 2012 - October 2012
UPARC Foundation October 2007 - October 2012
BB&T Wealth Management October 2007 - July 2010
BOD of The Arts Center 2007 - 2009
Wachovia Wealth Management November 2006 - October 2007
Bank of America August 1981 - October 2006
Barnett bank of PINELLAS 1978 - 1981
Skills
Wealth Management, Series 7, Estate Planning, Retirement Planning, Portfolio Management, Commercial Lending, Investments, Strategic Financial..., Wealth Management..., Investment Advisory, Loans, Banking, High Net Worth..., Wealth, Retirement
Education
Florida Southern College 1979 — 1981
BS, Finance / Psychology
Choice Woodward Choice Woodward's Raymond James Bank Experience December 2006 - Present
Job Systems Analyst II Officer at Raymond James Bank
Industry Information Technology and Services
Experience
Raymond James Bank December 2006 - Present
Bank of America March 1977 - August 2005
Skills
Problem Analysis, Research, Change Management, Hyperion Interactive..., Prologue, Microsoft Excel, PowerPoint, Training, Procedure Development, Communication, Fiserv Signature..., Fiserv Signature..., Access to Information..., FIS Bankway, User Acceptance Testing, System Testing, Regression Testing, Vendor Management, Business Continuity..., Team Management, Business Process..., Project Management, Microsoft Project, Microsoft Office, Report Writing, Bank Secrecy Act, Collaborative Problem..., Banking, Retail Banking, Branch Banking, Branch Management, Operations Management, IT Security Operations, IT Operations, Information Technology, Information Security, Six Sigma, Business Analysis, Data Analysis, Requirements Analysis, Customer Service, Financial Regulation, Risk Management, Risk Analysis, Aperio, Desktop Teller, Teller Operations, Team Leadership, Cross-functional Team...
Education
St. Petersburg College 1977 — 2014
Bachelor's Degree, Banking & Finance, Management & Organizational Leadership
Northeast High School 1977 — 1978
St Petersburg High School 1975 — 1976
Shorecrest Preparatory 1974 — 1975
Raymond James Bank December 2006 - Present
Bank of America March 1977 - August 2005
Skills
Problem Analysis, Research, Change Management, Hyperion Interactive..., Prologue, Microsoft Excel, PowerPoint, Training, Procedure Development, Communication, Fiserv Signature..., Fiserv Signature..., Access to Information..., FIS Bankway, User Acceptance Testing, System Testing, Regression Testing, Vendor Management, Business Continuity..., Team Management, Business Process..., Project Management, Microsoft Project, Microsoft Office, Report Writing, Bank Secrecy Act, Collaborative Problem..., Banking, Retail Banking, Branch Banking, Branch Management, Operations Management, IT Security Operations, IT Operations, Information Technology, Information Security, Six Sigma, Business Analysis, Data Analysis, Requirements Analysis, Customer Service, Financial Regulation, Risk Management, Risk Analysis, Aperio, Desktop Teller, Teller Operations, Team Leadership, Cross-functional Team...
Education
St. Petersburg College 1977 — 2014
Bachelor's Degree, Banking & Finance, Management & Organizational Leadership
Northeast High School 1977 — 1978
St Petersburg High School 1975 — 1976
Shorecrest Preparatory 1974 — 1975
Christina Nethero Christina Nethero's Raymond James Bank Experience June 2007 - August 2007
Job Associate at Shumaker, Loop & Kendrick, LLP
Industry Law Practice
Experience
Shumaker, Loop & Kendrick, LLP December 2010 - Present
United States Federal Court - Middle District of Florida January 2010 - April 2010
Anchor Glass Container Corporation August 2009 - November 2009
David Lanigan, P.A. June 2009 - August 2009
Law Office of Gary W. Nicholson May 2009 - August 2009
Morgan & Morgan May 2008 - July 2008
Raymond James Bank June 2007 - August 2007
Skills
Litigation, Legal Writing, Legal Research, Courts, Bankruptcy, Commercial Litigation, Legal Documents, Corporate Law, Legal Issues, Hearings
Education
Stetson University 2007 — 2010
MBA
Stetson University College of Law 2007 — 2010
Juris Doctor
Principia College 2003 — 2007
BA, Business Administration, major, Business, Economics
Shumaker, Loop & Kendrick, LLP December 2010 - Present
United States Federal Court - Middle District of Florida January 2010 - April 2010
Anchor Glass Container Corporation August 2009 - November 2009
David Lanigan, P.A. June 2009 - August 2009
Law Office of Gary W. Nicholson May 2009 - August 2009
Morgan & Morgan May 2008 - July 2008
Raymond James Bank June 2007 - August 2007
Skills
Litigation, Legal Writing, Legal Research, Courts, Bankruptcy, Commercial Litigation, Legal Documents, Corporate Law, Legal Issues, Hearings
Education
Stetson University 2007 — 2010
MBA
Stetson University College of Law 2007 — 2010
Juris Doctor
Principia College 2003 — 2007
BA, Business Administration, major, Business, Economics
Jacqueline Hale Jacqueline Hale's Raymond James Bank Experience December 2011 - Present
Job Vice President, Senior Auditor at Raymond James Bank
Industry Banking
Experience
Raymond James Bank December 2011 - Present
Raymond James Bank January 2010 - December 2011
Raymond James Bank 2007 - January 2010
Raymond James Bank June 2006 - May 2007
Raymond James Bank 2004 - 2006
Skills
Auditing, Risk Management, Internal Audit, Banking, CISA, Management, Financial Risk, Financial Services, Internal Controls, Enterprise Risk..., Sarbanes-Oxley Act, Accounting, Financial Analysis, Finance, Analysis, Process Improvement, Credit
Education
Florida School of Banking 2007 — 2009
Banking
Eckerd College 2001 — 2005
BA, Management
Raymond James Bank December 2011 - Present
Raymond James Bank January 2010 - December 2011
Raymond James Bank 2007 - January 2010
Raymond James Bank June 2006 - May 2007
Raymond James Bank 2004 - 2006
Skills
Auditing, Risk Management, Internal Audit, Banking, CISA, Management, Financial Risk, Financial Services, Internal Controls, Enterprise Risk..., Sarbanes-Oxley Act, Accounting, Financial Analysis, Finance, Analysis, Process Improvement, Credit
Education
Florida School of Banking 2007 — 2009
Banking
Eckerd College 2001 — 2005
BA, Management
Jenna Churn's Raymond James Bank Experience December 2012 - Present
Job Corporate Credit Analyst at Raymond James Bank
Industry Financial Services
Experience
Raymond James Bank December 2012 - Present
Education
Rollins College - Crummer Graduate School of Business 2010 — 2011
Master of Business Administration (M.B.A.)
University of Central Florida 2005 — 2009
Bachelor's Degree
Raymond James Bank December 2012 - Present
Education
Rollins College - Crummer Graduate School of Business 2010 — 2011
Master of Business Administration (M.B.A.)
University of Central Florida 2005 — 2009
Bachelor's Degree
Andrew Hahn Andrew Hahn's Raymond James Bank Experience 2001 - 2009
Job Vice President, Middle Market Relationship Manager at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank July 2010 - Present
Raymond James Bank 2001 - 2009
Wachovia Bank (formerly SouthTrust Bank) 1999 - 2001
Bank of America (formerly Barnett Bank) 1992 - 1999
Professional Federal Savings Bank 1990 - 1992
Wachovia Bank (formerly Florida National Bank) 1983 - 1989
SunTrust Bank (formerly Flagship National Bank of Miami) 1982 - 1983
Skills
Portfolio Management, Loans, Commercial Banking, Banking, Mergers, Cash Flow Forecasting, Risk Management, Relationship Management, Underwriting, Credit Analysis, Foreign Exchange, Treasury Management, Capital Markets, Finance, Credit, Commercial Lending, Mergers & Acquisitions, Financial Analysis, LBO, Lines Of Credit, Asset Management, Investment Banking, Credit Risk, Fixed Income, Mortgage Lending, Corporate Finance, Real Estate, Investments, Cash Management, Debt Restructuring, Commercial Mortgages, Insurance, Loan Origination, Financial Services, Equities, Syndications, Bonds, Asset Based Lending, Financial Institutions, Financial Structuring, Financial Risk, Financial Advisory, Wealth Management, Consumer Lending, Securities, Financial Modeling, Retail Banking, Middle Market, Structured Finance
Education
Canisius College
MBA, Accounting
University at Buffalo
BA, English
Fifth Third Bank July 2010 - Present
Raymond James Bank 2001 - 2009
Wachovia Bank (formerly SouthTrust Bank) 1999 - 2001
Bank of America (formerly Barnett Bank) 1992 - 1999
Professional Federal Savings Bank 1990 - 1992
Wachovia Bank (formerly Florida National Bank) 1983 - 1989
SunTrust Bank (formerly Flagship National Bank of Miami) 1982 - 1983
Skills
Portfolio Management, Loans, Commercial Banking, Banking, Mergers, Cash Flow Forecasting, Risk Management, Relationship Management, Underwriting, Credit Analysis, Foreign Exchange, Treasury Management, Capital Markets, Finance, Credit, Commercial Lending, Mergers & Acquisitions, Financial Analysis, LBO, Lines Of Credit, Asset Management, Investment Banking, Credit Risk, Fixed Income, Mortgage Lending, Corporate Finance, Real Estate, Investments, Cash Management, Debt Restructuring, Commercial Mortgages, Insurance, Loan Origination, Financial Services, Equities, Syndications, Bonds, Asset Based Lending, Financial Institutions, Financial Structuring, Financial Risk, Financial Advisory, Wealth Management, Consumer Lending, Securities, Financial Modeling, Retail Banking, Middle Market, Structured Finance
Education
Canisius College
MBA, Accounting
University at Buffalo
BA, English
Lesley Holroyd's Raymond James Bank Experience April 2011 - July 2015
Job NFM Lending
Industry Banking
Experience
NFM Lending July 2015 - Present
Raymond James Bank April 2011 - July 2015
Fifth Third Bank September 2008 - April 2011
Wells Fargo Home Mortgage August 2007 - September 2008
HomeBanc Mortgage Corporation September 1998 - May 2007
Skills
Wealth Management, Certified Mortgage..., Mortgage Lending, Lending Solutions, Sales&Marketing, Sales Growth, Retail Sales Experience, Portfolio Management, Loans
Education
Florida State University - College of Business 1992 — 1997
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, B+
NFM Lending July 2015 - Present
Raymond James Bank April 2011 - July 2015
Fifth Third Bank September 2008 - April 2011
Wells Fargo Home Mortgage August 2007 - September 2008
HomeBanc Mortgage Corporation September 1998 - May 2007
Skills
Wealth Management, Certified Mortgage..., Mortgage Lending, Lending Solutions, Sales&Marketing, Sales Growth, Retail Sales Experience, Portfolio Management, Loans
Education
Florida State University - College of Business 1992 — 1997
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, B+
Cristiane Henrique-Pena Cristiane Henrique-Pena's Raymond James Bank Experience January 2002 - June 2006
Job Inside Sales Mining & Industrial at Tessenderlo Kerley, Inc.
Industry Mining & Metals
Experience
Tessenderlo Kerley, Inc. July 2015 - Present
New York Life Insurance Company August 2012 - March 2015
Hilton Worldwide January 2010 - May 2011
Raymond James Bank January 2002 - June 2006
Skills
Customer Service, Insurance, Microsoft Excel, Sales, Financial Services, Research, Marketing, Life Insurance, Negotiation, Microsoft Word, PowerPoint, Retirement, Management, English, Windows, Retirement Planning, 401k Rollovers, Estate Planning, HTML, Annuity Sales, Asset Protection, Protection..., Key Person Protection, Succession Planning, Finance, Loans, Strategic Planning, Public Speaking, Leadership
Education
Universidade Anhembi Morumbi 1989 — 1991
International Business, International Business
Tessenderlo Kerley, Inc. July 2015 - Present
New York Life Insurance Company August 2012 - March 2015
Hilton Worldwide January 2010 - May 2011
Raymond James Bank January 2002 - June 2006
Skills
Customer Service, Insurance, Microsoft Excel, Sales, Financial Services, Research, Marketing, Life Insurance, Negotiation, Microsoft Word, PowerPoint, Retirement, Management, English, Windows, Retirement Planning, 401k Rollovers, Estate Planning, HTML, Annuity Sales, Asset Protection, Protection..., Key Person Protection, Succession Planning, Finance, Loans, Strategic Planning, Public Speaking, Leadership
Education
Universidade Anhembi Morumbi 1989 — 1991
International Business, International Business
Maxwell Grimard Maxwell Grimard's Raymond James Bank Experience November 2011 - March 2014
Job Financial Analyst at CBRE
Industry Banking
Experience
CBRE January 2015 - Present
Raymond James Tax Credit Funds March 2014 - December 2014
Raymond James Bank November 2011 - March 2014
State of Florida - Office the Chief Financial Officer June 2010 - October 2011
Skills
Financial Analysis, Credit, Banking, Loans, Finance, Real Estate, Financial Modeling, Investments, Portfolio Management, Corporate Finance, Valuation, Credit Analysis, Bloomberg, Risk Management, Asset Management, Capital Markets
Education
University of Florida 2006 — 2010
Bachelor's of Science in Business Administration, Finance, General, 3.6
CBRE January 2015 - Present
Raymond James Tax Credit Funds March 2014 - December 2014
Raymond James Bank November 2011 - March 2014
State of Florida - Office the Chief Financial Officer June 2010 - October 2011
Skills
Financial Analysis, Credit, Banking, Loans, Finance, Real Estate, Financial Modeling, Investments, Portfolio Management, Corporate Finance, Valuation, Credit Analysis, Bloomberg, Risk Management, Asset Management, Capital Markets
Education
University of Florida 2006 — 2010
Bachelor's of Science in Business Administration, Finance, General, 3.6
Elliott Nethero, CISA's Raymond James Bank Experience June 2006 - August 2006
Job Senior IT Governance Analyst at Time Warner Inc.
Industry Entertainment
Experience
Time Warner Inc. February 2015 - Present
Time Warner Inc. April 2012 - Present
IBM July 2010 - April 2012
IBM February 2007 - June 2010
Raymond James Bank June 2006 - August 2006
Salesforce.com January 2006 - March 2006
Dennis J. Moeller, CPA June 2005 - December 2005
Skills
Visio, MS Project, Access, Lotus Notes, Process Modeling, Lotus Connections, Clarity, Rational Portfolio..., Insurance, Business Analysis, Program Management, Process Improvement, Requirements Gathering, Business Process..., Data Analysis, Microsoft Office, Testing, PMO, Financial Analysis, Project Finance, Risk Management, Management Consulting, Financial Services, Change Management, Strategy, Project Management, Governance, Analysis, Management, Business Process, Resource Management
Education
Principia College 2003 — 2007
BA
Rose-Hulman Institute of Technology 2001 — 2002
St. Petersburg High School 1997 — 2001
Time Warner Inc. February 2015 - Present
Time Warner Inc. April 2012 - Present
IBM July 2010 - April 2012
IBM February 2007 - June 2010
Raymond James Bank June 2006 - August 2006
Salesforce.com January 2006 - March 2006
Dennis J. Moeller, CPA June 2005 - December 2005
Skills
Visio, MS Project, Access, Lotus Notes, Process Modeling, Lotus Connections, Clarity, Rational Portfolio..., Insurance, Business Analysis, Program Management, Process Improvement, Requirements Gathering, Business Process..., Data Analysis, Microsoft Office, Testing, PMO, Financial Analysis, Project Finance, Risk Management, Management Consulting, Financial Services, Change Management, Strategy, Project Management, Governance, Analysis, Management, Business Process, Resource Management
Education
Principia College 2003 — 2007
BA
Rose-Hulman Institute of Technology 2001 — 2002
St. Petersburg High School 1997 — 2001
Izamar Rodriguez Izamar Rodriguez's Raymond James Bank Experience January 2013 - Present
Job Illustrator/Legal Assistant
Industry Design
Experience
Velez Immigration Law PLLC August 2013 - Present
Raymond James Bank January 2013 - Present
Memphis College of Art August 2009 - Present
AI Publishing and Printing November 2012 - January 2013
Combustion Design Advertising February 2012 - May 2012
Combustion Advertising and Design January 2012 - May 2012
Woodbine Councilwoman Anna Page May 2011 - August 2011
Skills
Adobe Creative Suite, Graphic Design, Creative Writing, Illustrator, Oil Painting, Photoshop, InDesign, Digital Photography, Illustration, Art, Drawing, Visual Arts, Microsoft Office, CSS, Painting, Fine Art, Logo Design, Layout, Advertising, Mac
Education
Memphis College of Art 2009 — 2013
Bachelor of Fine Arts (B.F.A.) in Design, Graphic Design
Memphis College of Art
Bachelors of Fine Arts, Design; Design
Nashville School of the Arts
Velez Immigration Law PLLC August 2013 - Present
Raymond James Bank January 2013 - Present
Memphis College of Art August 2009 - Present
AI Publishing and Printing November 2012 - January 2013
Combustion Design Advertising February 2012 - May 2012
Combustion Advertising and Design January 2012 - May 2012
Woodbine Councilwoman Anna Page May 2011 - August 2011
Skills
Adobe Creative Suite, Graphic Design, Creative Writing, Illustrator, Oil Painting, Photoshop, InDesign, Digital Photography, Illustration, Art, Drawing, Visual Arts, Microsoft Office, CSS, Painting, Fine Art, Logo Design, Layout, Advertising, Mac
Education
Memphis College of Art 2009 — 2013
Bachelor of Fine Arts (B.F.A.) in Design, Graphic Design
Memphis College of Art
Bachelors of Fine Arts, Design; Design
Nashville School of the Arts
Phillip Rooney Phillip Rooney's Raymond James Bank Experience June 2007 - May 2008
Job Financial Analyst at Fairview Real Estate Solutions
Industry Real Estate
Experience
Fairview Real Estate Solutions March 2015 - June 2015
R.J. Finlay & Co. June 2012 - January 2015
Destination Breckenridge Property Management November 2008 - April 2011
Raymond James Bank June 2007 - May 2008
Marketcore May 2006 - August 2006
Contracts Analyst May 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, New Business Development, Market Research, Microsoft Office, Economic Research, Excel QM (Quantitative..., SPSS, Project Finance, Investment Research, Corporate Social..., Quantitative Research, Multi-family Investment..., Commercial Real Estate..., Turnaround Strategy, Strategic Planning, Incentive Structuring..., Energy Market Research, Renewable Energy Markets, Strategic Partnerships, Sustainability, Sustainable Energy, Sustainable Agriculture, Valuation, Budgets, Real Estate
Education
Franklin Pierce College 2011 — 2014
MBA, 3.97 GPA
Eckerd College 2004 — 2008
BA, Economics
The Clarkson School at Clarkson University 2003 — 2004
Honors, Business Administration and Management, General
Fairview Real Estate Solutions March 2015 - June 2015
R.J. Finlay & Co. June 2012 - January 2015
Destination Breckenridge Property Management November 2008 - April 2011
Raymond James Bank June 2007 - May 2008
Marketcore May 2006 - August 2006
Contracts Analyst May 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, New Business Development, Market Research, Microsoft Office, Economic Research, Excel QM (Quantitative..., SPSS, Project Finance, Investment Research, Corporate Social..., Quantitative Research, Multi-family Investment..., Commercial Real Estate..., Turnaround Strategy, Strategic Planning, Incentive Structuring..., Energy Market Research, Renewable Energy Markets, Strategic Partnerships, Sustainability, Sustainable Energy, Sustainable Agriculture, Valuation, Budgets, Real Estate
Education
Franklin Pierce College 2011 — 2014
MBA, 3.97 GPA
Eckerd College 2004 — 2008
BA, Economics
The Clarkson School at Clarkson University 2003 — 2004
Honors, Business Administration and Management, General
Bill Daniels, MBA's Raymond James Bank Experience 2008 - September 2014
Job Creative & Innovative Processes for Operations, Compliance & Credit with Customer Focused People, Teams & Results
Industry Financial Services
Experience
aboutMYmortgage.com September 2014 - Present
Raymond James Bank 2008 - September 2014
PHMC January 2004 - December 2007
Radian February 2001 - December 2003
Wells Fargo January 1999 - January 2001
EBS - Financial Software and Services for Compliance and Quality 1996 - 1999
Skills
Leadership, Strategic Planning, Change Management, Banking, Customer Service, Operations Management, Executive Management, Customer Relations, Credit, Risk Management, Strategy, Compliance, Customer Experience..., Due Diligence, Relationship Building, Loans, Mortgage Lending, Credit Risk, Financial Risk, Loan Origination, Fraud, Quality Assurance, Finance, Budgets, Portfolio Management, Financial Services, Planning, Teaching
Education
The Kellogg School - Northwestern University
MBA, Marketing, International Business, Human Resources - with Honors
Northwestern University
BA, Political Science & Economics - with Honors
Université Laval
French Immersion, French
aboutMYmortgage.com September 2014 - Present
Raymond James Bank 2008 - September 2014
PHMC January 2004 - December 2007
Radian February 2001 - December 2003
Wells Fargo January 1999 - January 2001
EBS - Financial Software and Services for Compliance and Quality 1996 - 1999
Skills
Leadership, Strategic Planning, Change Management, Banking, Customer Service, Operations Management, Executive Management, Customer Relations, Credit, Risk Management, Strategy, Compliance, Customer Experience..., Due Diligence, Relationship Building, Loans, Mortgage Lending, Credit Risk, Financial Risk, Loan Origination, Fraud, Quality Assurance, Finance, Budgets, Portfolio Management, Financial Services, Planning, Teaching
Education
The Kellogg School - Northwestern University
MBA, Marketing, International Business, Human Resources - with Honors
Northwestern University
BA, Political Science & Economics - with Honors
Université Laval
French Immersion, French
Sarat Kosuri's Raymond James Bank Experience January 2011 - August 2013
Job Consultant at Nfinity LLC
Industry Information Technology and Services
Experience
Nfinity LLC February 2014 - Present
RightHire, Inc. February 2014 - March 2015
Barclays Investment Bank September 2013 - February 2014
Raymond James Bank January 2011 - August 2013
Sapient December 2009 - January 2011
Regions Bank November 2008 - May 2009
Regions Bank September 2007 - November 2008
Regions Bank July 2007 - August 2007
Paragon Capital Partners, LLC May 2005 - August 2005
Skills
Banking, Loans, Financial Risk, Pricing, Teamwork, Financial Analysis, Finance, Portfolio Management, Forecasting, Financial Modeling, Budgets, Commercial Banking, Management, Analysis, Strategy, Training, Leadership, Financial Reporting, Accounting, Credit, Capital Markets, Equities, Start-ups, Sales Management
Education
Florida State University - College of Business 2003 — 2007
BS, Finance, International Business Operations
Roxbury High School 1999 — 2003
Nfinity LLC February 2014 - Present
RightHire, Inc. February 2014 - March 2015
Barclays Investment Bank September 2013 - February 2014
Raymond James Bank January 2011 - August 2013
Sapient December 2009 - January 2011
Regions Bank November 2008 - May 2009
Regions Bank September 2007 - November 2008
Regions Bank July 2007 - August 2007
Paragon Capital Partners, LLC May 2005 - August 2005
Skills
Banking, Loans, Financial Risk, Pricing, Teamwork, Financial Analysis, Finance, Portfolio Management, Forecasting, Financial Modeling, Budgets, Commercial Banking, Management, Analysis, Strategy, Training, Leadership, Financial Reporting, Accounting, Credit, Capital Markets, Equities, Start-ups, Sales Management
Education
Florida State University - College of Business 2003 — 2007
BS, Finance, International Business Operations
Roxbury High School 1999 — 2003
Jeanne Terns Jeanne Terns's Raymond James Bank Experience June 2007 - Present
Job Owner / Artist at Terns Creations LLC, creating original fused glass designs
Industry Arts and Crafts
Experience
Terns Creations LLC July 2013 - Present
Raymond James Bank June 2007 - Present
Skills
Art, Fused Glass, Painting, Customer Service, Entrepreneurship, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Photography, Sales, Social Media, Management, Team Building, Event Planning, Leadership, Small Business, Marketing, Advertising, Strategic Planning, Social Networking, Photoshop, Banking
Education
Eckerd College
BS, Business Administration, Management and Operations
Terns Creations LLC July 2013 - Present
Raymond James Bank June 2007 - Present
Skills
Art, Fused Glass, Painting, Customer Service, Entrepreneurship, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Photography, Sales, Social Media, Management, Team Building, Event Planning, Leadership, Small Business, Marketing, Advertising, Strategic Planning, Social Networking, Photoshop, Banking
Education
Eckerd College
BS, Business Administration, Management and Operations
Allen McIntyre's Raymond James Bank Experience October 2014 - Present
Job Corporate Credit Analyst
Industry Banking
Experience
Raymond James Bank October 2014 - Present
Volvo Financial Services June 2012 - August 2014
BB&T August 2011 - June 2012
Best Buy June 2010 - June 2011
The UPS Store August 2009 - April 2010
Bealls, Inc. May 2009 - July 2009
E-Z Transportation & Parking, Inc. July 2007 - June 2008
Skills
Finance, Loans, Financial Analysis, Credit, Microsoft Office, Underwriting, Customer Service, Credit Analysis, Financial Services, Spanish, CRM, Investments, Cross Selling, DCF, Data Analysis, Spanish Translation, Customer Acquisition, Commercial Lending, Relationship Management, Sales, Consultative Selling, Inside Sales, Sales Presentations, Retail Banking, Client Acquisition, Portfolio Management, Leveraged Finance, Leveraged Lending
Education
University of Florida - Warrington College Of Business 2010 — 2011
Master of Arts, International Business
University of Florida 2008 — 2010
Bachelor of Arts, Economics
University of Central Florida 2006 — 2008
Associate of Arts
Raymond James Bank October 2014 - Present
Volvo Financial Services June 2012 - August 2014
BB&T August 2011 - June 2012
Best Buy June 2010 - June 2011
The UPS Store August 2009 - April 2010
Bealls, Inc. May 2009 - July 2009
E-Z Transportation & Parking, Inc. July 2007 - June 2008
Skills
Finance, Loans, Financial Analysis, Credit, Microsoft Office, Underwriting, Customer Service, Credit Analysis, Financial Services, Spanish, CRM, Investments, Cross Selling, DCF, Data Analysis, Spanish Translation, Customer Acquisition, Commercial Lending, Relationship Management, Sales, Consultative Selling, Inside Sales, Sales Presentations, Retail Banking, Client Acquisition, Portfolio Management, Leveraged Finance, Leveraged Lending
Education
University of Florida - Warrington College Of Business 2010 — 2011
Master of Arts, International Business
University of Florida 2008 — 2010
Bachelor of Arts, Economics
University of Central Florida 2006 — 2008
Associate of Arts
Douglas Marron's Raymond James Bank Experience October 2012 - Present
Job Senior Vice President Real Estate at Raymond James Bank
Industry Banking
Experience
Raymond James Bank October 2012 - Present
Sovereign Bank / Banco Santander August 2011 - October 2012
Allied Irish Banks August 2004 - July 2011
PB Capital 1998 - 2004
Schroder Real Estate Associates November 1995 - August 1998
Skills
Valuation, Product Marketing, Underwriting, Client Development, Asset Management, Asset Managment, Commercial Mortgages, Commercial Real Estate, Loan Origination, Mortgage Lending, Portfolio Management, Real Estate
Education
American University - Kogod School of Business 1990 — 1992
MBA, Real Estate
University of Maryland Baltimore County 1985 — 1989
BA, Economics / Geography
Raymond James Bank October 2012 - Present
Sovereign Bank / Banco Santander August 2011 - October 2012
Allied Irish Banks August 2004 - July 2011
PB Capital 1998 - 2004
Schroder Real Estate Associates November 1995 - August 1998
Skills
Valuation, Product Marketing, Underwriting, Client Development, Asset Management, Asset Managment, Commercial Mortgages, Commercial Real Estate, Loan Origination, Mortgage Lending, Portfolio Management, Real Estate
Education
American University - Kogod School of Business 1990 — 1992
MBA, Real Estate
University of Maryland Baltimore County 1985 — 1989
BA, Economics / Geography
Carol Meserve Carol Meserve's Raymond James Bank Experience 2000 - 2003
Job Credit Operations Manager OKC at Fidelity Bank / Oklahoma Fidelity Bank
Industry Banking
Experience
Fidelity Bank / Oklahoma Fidelity Bank October 2008 - Present
SunTrust Bank August 2004 - August 2008
Riggs Bank August 2003 - August 2004
Raymond James Bank 2000 - 2003
Local Federal Bank 1989 - 1996
Local Federal Bank 1989 - 1996
Skills
Commercial Banking, Credit, Credit Analysis, Loans, Credit Risk, Banking, Commercial Lending, Retail Banking, Consumer Lending, Portfolio Management, Cross Selling, Loan Origination, Risk Management, Financial Analysis, Underwriting
Education
University of Central Oklahoma - College of Business Administration 1985 — 1989
Bachelor's degree, Finance, General
PC North 1982 — 1985
Fidelity Bank / Oklahoma Fidelity Bank October 2008 - Present
SunTrust Bank August 2004 - August 2008
Riggs Bank August 2003 - August 2004
Raymond James Bank 2000 - 2003
Local Federal Bank 1989 - 1996
Local Federal Bank 1989 - 1996
Skills
Commercial Banking, Credit, Credit Analysis, Loans, Credit Risk, Banking, Commercial Lending, Retail Banking, Consumer Lending, Portfolio Management, Cross Selling, Loan Origination, Risk Management, Financial Analysis, Underwriting
Education
University of Central Oklahoma - College of Business Administration 1985 — 1989
Bachelor's degree, Finance, General
PC North 1982 — 1985
Crystal (Miller) Chapman Crystal (Miller) Chapman's Raymond James Bank Experience June 2003 - May 2006
Job AntiMoney Laundering and Fraud Investigations Analyst
Industry Financial Services
Experience
Citi May 2006 - September 2011
De Danann Gifts LLC 2008 - 2010
Raymond James Bank June 2003 - May 2006
Traditions Magazine 2004 - 2006
Citi November 2002 - June 2003
Citi February 1999 - November 2002
7-Eleven April 1998 - February 1999
University of South Florida November 1997 - January 1999
Taco Bell February 1994 - April 1998
Postal Options Limited March 1993 - August 1995
Skills
Anti-Money Laundering, Fraud Detection, Forensic Accounting, Risk Management, Analysis, Research, Investigative Research, Financial Operations, Technical Writing, Pattern Recognition, Bank Secrecy Act, USA PATRIOT Act, Account Reconciliation, OFAC, CAMS, ACH, BACS, AML, Due Diligence, Process Improvement, Project Management, Customer Service, Logistics, General Ledger, Report Writing, Web Design, Marketing, Social Media Marketing, Illustration, Fine Art, Art History, Graphic Design, Teaching, Data Analysis, Financial Services, Finance, Anti Money Laundering, Banking
Education
University of South Florida 1993 — 1998
Bachelor of Arts (B.A.), Anthropology
King High School 1992 — 1993
Diploma, General Studies
Citi May 2006 - September 2011
De Danann Gifts LLC 2008 - 2010
Raymond James Bank June 2003 - May 2006
Traditions Magazine 2004 - 2006
Citi November 2002 - June 2003
Citi February 1999 - November 2002
7-Eleven April 1998 - February 1999
University of South Florida November 1997 - January 1999
Taco Bell February 1994 - April 1998
Postal Options Limited March 1993 - August 1995
Skills
Anti-Money Laundering, Fraud Detection, Forensic Accounting, Risk Management, Analysis, Research, Investigative Research, Financial Operations, Technical Writing, Pattern Recognition, Bank Secrecy Act, USA PATRIOT Act, Account Reconciliation, OFAC, CAMS, ACH, BACS, AML, Due Diligence, Process Improvement, Project Management, Customer Service, Logistics, General Ledger, Report Writing, Web Design, Marketing, Social Media Marketing, Illustration, Fine Art, Art History, Graphic Design, Teaching, Data Analysis, Financial Services, Finance, Anti Money Laundering, Banking
Education
University of South Florida 1993 — 1998
Bachelor of Arts (B.A.), Anthropology
King High School 1992 — 1993
Diploma, General Studies
Dino A Martinbianco Dino A Martinbianco's Raymond James Bank Experience October 2013 - Present
Job VP Lending Solutions Consultant at Raymond James Bank
Industry Banking
Experience
Raymond James Bank October 2013 - Present
The PrivateBank August 2011 - October 2013
Wells Fargo Bank May 2010 - August 2011
Fifth Third Bank October 2008 - April 2010
US Trust March 1996 - July 2008
LaSalle Bank 2002 - 2007
Standard Federal Bank 1995 - 1999
Skills
Loans, Credit, Mortgage, Banking, Purchase, Mortgage Lending, Refinance, Finance, Investment Properties, Loan Origination, Commercial Lending, Residential Homes, Investments, Sales, Real Estate, Portfolio Management, Financial Analysis, Residential Mortgages, Underwriting, Mortgage Banking, Sales Management, Credit Analysis, FHA, Risk Management, Financial Services, Consumer Lending, Commercial Banking, Small Business Lending, Real Estate Financing, Asset Management, Construction Loans, Corporate Finance, VA loans, Credit Risk, USDA, Relationship Management, Wealth Management, Commercial Mortgages, Strategic Financial..., Real Estate Economics, Retail Banking, Reverse Mortgages, FHA financing, Financial Planning, VA Loans
Education
Walsh College of Accountancy and Business Administration 1993 — 1997
Master's degree, Banking, Corporate, Finance, and Securities Law
Northwood University 1987 — 1991
Bachelor, Business Administration/Management
Raymond James Bank October 2013 - Present
The PrivateBank August 2011 - October 2013
Wells Fargo Bank May 2010 - August 2011
Fifth Third Bank October 2008 - April 2010
US Trust March 1996 - July 2008
LaSalle Bank 2002 - 2007
Standard Federal Bank 1995 - 1999
Skills
Loans, Credit, Mortgage, Banking, Purchase, Mortgage Lending, Refinance, Finance, Investment Properties, Loan Origination, Commercial Lending, Residential Homes, Investments, Sales, Real Estate, Portfolio Management, Financial Analysis, Residential Mortgages, Underwriting, Mortgage Banking, Sales Management, Credit Analysis, FHA, Risk Management, Financial Services, Consumer Lending, Commercial Banking, Small Business Lending, Real Estate Financing, Asset Management, Construction Loans, Corporate Finance, VA loans, Credit Risk, USDA, Relationship Management, Wealth Management, Commercial Mortgages, Strategic Financial..., Real Estate Economics, Retail Banking, Reverse Mortgages, FHA financing, Financial Planning, VA Loans
Education
Walsh College of Accountancy and Business Administration 1993 — 1997
Master's degree, Banking, Corporate, Finance, and Securities Law
Northwood University 1987 — 1991
Bachelor, Business Administration/Management
Max Frohlinger's Raymond James Bank Experience March 2010 - Present
Job System Specialist II at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. January 2014 - Present
Raymond James Bank March 2010 - Present
Raymond James & Associates November 2004 - March 2010
University of South Florida August 2003 - November 2004
McBride for Governor campaign July 2002 - December 2002
University of South Florida January 2000 - August 2002
Skills
Program Management, Management, Visio, Strategic Planning, Credit, Customer Service, Windows, Training, Disaster Recovery, Budgets, Networking, IT Service Management, Technical Support, Strategy, Vendor Management, Information Technology, Software Documentation
Education
University of South Florida - College of Business Administration 2000 — 2002
BS, Management: Infromation Systems
Raymond James Financial Inc. January 2014 - Present
Raymond James Bank March 2010 - Present
Raymond James & Associates November 2004 - March 2010
University of South Florida August 2003 - November 2004
McBride for Governor campaign July 2002 - December 2002
University of South Florida January 2000 - August 2002
Skills
Program Management, Management, Visio, Strategic Planning, Credit, Customer Service, Windows, Training, Disaster Recovery, Budgets, Networking, IT Service Management, Technical Support, Strategy, Vendor Management, Information Technology, Software Documentation
Education
University of South Florida - College of Business Administration 2000 — 2002
BS, Management: Infromation Systems
Alethea Wilson, MBA's Raymond James Bank Experience May 2007 - August 2007
Job
Industry Semiconductors
Experience
Intel Corporation March 2014 - Present
Intel Corporation March 2011 - March 2014
Intel Corporation May 2009 - March 2011
Intel Corporation May 2008 - August 2008
Raymond James Bank May 2007 - August 2007
Motorola June 1999 - July 2006
Skills
Financial Modeling, Cross-functional Team..., Financial Analysis, Forecasting, Data Analysis, Competitive Analysis, Program Management, Analysis, Product Management, Valuation, Process Improvement, Corporate Finance
Education
Thunderbird School of Global Management 2008 — 2009
MGM, Global Finance/Global Management
University of Florida 2006 — 2008
MBA, Finance
University of Michigan
Bachelor of Science (BSc), Electrical Engineering
Intel Corporation March 2014 - Present
Intel Corporation March 2011 - March 2014
Intel Corporation May 2009 - March 2011
Intel Corporation May 2008 - August 2008
Raymond James Bank May 2007 - August 2007
Motorola June 1999 - July 2006
Skills
Financial Modeling, Cross-functional Team..., Financial Analysis, Forecasting, Data Analysis, Competitive Analysis, Program Management, Analysis, Product Management, Valuation, Process Improvement, Corporate Finance
Education
Thunderbird School of Global Management 2008 — 2009
MGM, Global Finance/Global Management
University of Florida 2006 — 2008
MBA, Finance
University of Michigan
Bachelor of Science (BSc), Electrical Engineering
Laetitia Boyle's Raymond James Bank Experience October 2011 - Present
Job Vice President, Head of Securities Based Lending at Raymond James Bank
Industry Financial Services
Experience
Raymond James Bank October 2011 - Present
Raymond James Bank November 2010 - October 2011
Raymond James Bank June 2007 - November 2010
Raymond James June 2006 - June 2007
Skills
Corporate Finance, Valuation, Portfolio Management, Banking, Bloomberg, Leadership, Management, Investments, Retirement Planning, Series 7, Options, Mergers & Acquisitions, Equity Research, Wealth Management, Securities, Mutual Funds, Financial Analysis, Financial Modeling, Risk Management, Series 63, Strategic Financial..., Fixed Income, Capital Markets, Syndications, Sales Management, Venture Capital, Financial Services, Investment Strategies, Asset Management, Investment Advisory, Equities, Alternative Investments, Asset Allocation, FINRA, Bonds, Financial Advisory
Education
Eckerd College 2002 — 2005
B.A. Summa Cum Laude, International Business, Mandarin Chinese
Raymond James Bank October 2011 - Present
Raymond James Bank November 2010 - October 2011
Raymond James Bank June 2007 - November 2010
Raymond James June 2006 - June 2007
Skills
Corporate Finance, Valuation, Portfolio Management, Banking, Bloomberg, Leadership, Management, Investments, Retirement Planning, Series 7, Options, Mergers & Acquisitions, Equity Research, Wealth Management, Securities, Mutual Funds, Financial Analysis, Financial Modeling, Risk Management, Series 63, Strategic Financial..., Fixed Income, Capital Markets, Syndications, Sales Management, Venture Capital, Financial Services, Investment Strategies, Asset Management, Investment Advisory, Equities, Alternative Investments, Asset Allocation, FINRA, Bonds, Financial Advisory
Education
Eckerd College 2002 — 2005
B.A. Summa Cum Laude, International Business, Mandarin Chinese
Elisabeth Gauszka's Raymond James Bank Experience January 2010 - Present
Job Assistant Vice President, Accounting at Raymond James Bank
Industry Accounting
Experience
Raymond James Bank January 2010 - Present
Switch and Data July 2008 - March 2010
LandMar Group, LLC April 2006 - June 2008
US Concepts September 2004 - June 2008
Checkers Drive In Restaurants June 2004 - April 2006
Skills
Forecasting, Accounting, Financial Reporting, General Ledger, Financial Analysis, Financial Accounting, Microsoft Excel, Microsoft Office, GAAP, Database Administration, Budget, Project Management, Account Reconciliation, Sarbanes-Oxley Act, Variance Analysis, Budgets, Auditing
Education
Saint Leo University 2008 — 2014
Master of Business Administration (MBA), Accounting
Saint Leo University 2000 — 2004
Bachelor of Arts (BA), Accounting
Raymond James Bank January 2010 - Present
Switch and Data July 2008 - March 2010
LandMar Group, LLC April 2006 - June 2008
US Concepts September 2004 - June 2008
Checkers Drive In Restaurants June 2004 - April 2006
Skills
Forecasting, Accounting, Financial Reporting, General Ledger, Financial Analysis, Financial Accounting, Microsoft Excel, Microsoft Office, GAAP, Database Administration, Budget, Project Management, Account Reconciliation, Sarbanes-Oxley Act, Variance Analysis, Budgets, Auditing
Education
Saint Leo University 2008 — 2014
Master of Business Administration (MBA), Accounting
Saint Leo University 2000 — 2004
Bachelor of Arts (BA), Accounting
Kelly Kern's Raymond James Bank Experience January 2015 - Present
Job Senior Vice President Financial Reporting at Raymond James Bank
Industry Financial Services
Experience
Raymond James Bank January 2015 - Present
Raymond James Bank June 2009 - Present
Raymond James Financial, Inc. August 2005 - June 2009
Skills
Financial Analysis, Financial Reporting, Risk Management, Banking, Accounting, Sarbanes-Oxley Act, Process Improvement, Finance, Financial Accounting, Microsoft Office
Education
Truman State University 1986 — 1990
BS, Accounting
Raymond James Bank January 2015 - Present
Raymond James Bank June 2009 - Present
Raymond James Financial, Inc. August 2005 - June 2009
Skills
Financial Analysis, Financial Reporting, Risk Management, Banking, Accounting, Sarbanes-Oxley Act, Process Improvement, Finance, Financial Accounting, Microsoft Office
Education
Truman State University 1986 — 1990
BS, Accounting
Jennifer Jessie's Raymond James Bank Experience July 2007 - Present
Job Operations Manager Mortgage Banking/Assistant Vice President Retail Lending
Industry Banking
Experience
Raymond James Bank July 2007 - Present
Accredited Home Lenders 2003 - 2007
Alliance Funding 1998 - 2001
Skills
Mortgage Banking, Residential Mortgages, Mortgage Lending, Risk Management, FHA, Refinance, Banking, Credit Analysis, Investments, Loans, Loan Origination, Underwriting, Credit
Education
Florida School of Banking
Eckerd College 2008 — 2012
Bachelor's degree, Environmental Studies, Graduated May 2012 with high honors
Raymond James Bank July 2007 - Present
Accredited Home Lenders 2003 - 2007
Alliance Funding 1998 - 2001
Skills
Mortgage Banking, Residential Mortgages, Mortgage Lending, Risk Management, FHA, Refinance, Banking, Credit Analysis, Investments, Loans, Loan Origination, Underwriting, Credit
Education
Florida School of Banking
Eckerd College 2008 — 2012
Bachelor's degree, Environmental Studies, Graduated May 2012 with high honors
Marty Kenny's Raymond James Bank Experience May 2012 - May 2013
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Raymond James Bank May 2012 - May 2013
Merrill Lynch May 2011 - December 2011
JPMorgan Chase November 2009 - November 2010
Morgan Stanley Wealth Management October 2002 - June 2009
Tellabs February 2000 - July 2002
Cardinal Health February 1989 - January 2000
Skills
Sales and Sales..., Wealth Management, Mortgage Lending, Series 7, Series 63, Series 24, Credit, Investments, International Business..., Business Development, Financial Services, Sales Management, Sales, Management
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, European History
Morgan Stanley May 2013 - Present
Raymond James Bank May 2012 - May 2013
Merrill Lynch May 2011 - December 2011
JPMorgan Chase November 2009 - November 2010
Morgan Stanley Wealth Management October 2002 - June 2009
Tellabs February 2000 - July 2002
Cardinal Health February 1989 - January 2000
Skills
Sales and Sales..., Wealth Management, Mortgage Lending, Series 7, Series 63, Series 24, Credit, Investments, International Business..., Business Development, Financial Services, Sales Management, Sales, Management
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, European History
Jason James Smith's Raymond James Bank Experience October 2008 - January 2012
Job Associate at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan December 2011 - Present
Raymond James Bank October 2008 - January 2012
Regions Bank August 2007 - October 2008
Regions Bank June 2007 - August 2007
Skills
Series 79, Series 63
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
BSBA, Finance
J.P. Morgan December 2011 - Present
Raymond James Bank October 2008 - January 2012
Regions Bank August 2007 - October 2008
Regions Bank June 2007 - August 2007
Skills
Series 79, Series 63
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
BSBA, Finance
Garrett McKinnon's Raymond James Bank Experience 2007 - Present
Job Senior Vice President at Raymond James Bank
Industry Banking
Experience
Raymond James Bank 2007 - Present
Bank of America 1998 - 2007
Skills
Commercial Banking, Corporate Finance, Credit, Capital Markets, Credit Analysis, Leveraged Finance, Financial Modeling, Financial Analysis, Loans, Portfolio Management, Syndications
Education
James Madison University - College of Business 1994 — 1997
BBA, Finance
Raymond James Bank 2007 - Present
Bank of America 1998 - 2007
Skills
Commercial Banking, Corporate Finance, Credit, Capital Markets, Credit Analysis, Leveraged Finance, Financial Modeling, Financial Analysis, Loans, Portfolio Management, Syndications
Education
James Madison University - College of Business 1994 — 1997
BBA, Finance
Amy Gable's Raymond James Bank Experience November 2006 - Present
Job Loan Specialist at Raymond James Bank
Industry Banking
Experience
Raymond James Bank November 2006 - Present
Raymond James Bank 2006 - 2009
Education
University of South Florida 2005 — 2006
Raymond James Bank November 2006 - Present
Raymond James Bank 2006 - 2009
Education
University of South Florida 2005 — 2006
Courtney (Irwin) Pascucci's Raymond James Bank Experience July 2008 - August 2011
Job Cash Solutions Manager at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. May 2012 - December 2014
Raymond James & Associates, Inc August 2011 - May 2012
Raymond James Bank July 2008 - August 2011
Skills
Financial Analysis, Credit, Strategic Financial..., Auditing, Risk Management, Accounting, Financial Modeling, Internal Audit, Financial Risk, Portfolio Management, Sarbanes-Oxley Act, Enterprise Risk..., Banking, Business Analysis, Analysis, Financial Reporting, Project Management, Equities, Corporate Finance, Loans, Management, Securities, Budgets, Insurance, Credit Risk, Leadership, Internal Controls, Program Management, Business Process..., Recruiting, Risk Assessment, Credit Analysis, Financial Services, Finance, Cash Management, Due Diligence, Forecasting, Investments, Bloomberg, Teamwork, Process Improvement
Education
University of Tampa - John H. Sykes College of Business 2010 — 2012
MBA, Management Information Systems, General
University of Tampa - John H. Sykes College of Business 2006 — 2008
BS, Finance
University of Florida 2004 — 2006
Associate of the Arts
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. May 2012 - December 2014
Raymond James & Associates, Inc August 2011 - May 2012
Raymond James Bank July 2008 - August 2011
Skills
Financial Analysis, Credit, Strategic Financial..., Auditing, Risk Management, Accounting, Financial Modeling, Internal Audit, Financial Risk, Portfolio Management, Sarbanes-Oxley Act, Enterprise Risk..., Banking, Business Analysis, Analysis, Financial Reporting, Project Management, Equities, Corporate Finance, Loans, Management, Securities, Budgets, Insurance, Credit Risk, Leadership, Internal Controls, Program Management, Business Process..., Recruiting, Risk Assessment, Credit Analysis, Financial Services, Finance, Cash Management, Due Diligence, Forecasting, Investments, Bloomberg, Teamwork, Process Improvement
Education
University of Tampa - John H. Sykes College of Business 2010 — 2012
MBA, Management Information Systems, General
University of Tampa - John H. Sykes College of Business 2006 — 2008
BS, Finance
University of Florida 2004 — 2006
Associate of the Arts
Jeff Hindman's Raymond James Bank Experience 2005 - 2009
Job Senior Vice President Corporate & Commercial Real Estate Lending
Industry Banking
Experience
Community Bank 2009 - Present
Raymond James Bank 2005 - 2009
Regions Bank 1999 - 2005
Capital Asset Financial Services, Inc. 1997 - 1999
First Commercial Bank of Tampa 1989 - 1997
First Florida Bank 1982 - 1989
Skills
Loans, Credit, Banking, Portfolio Management, Commercial Mortgages, Commercial Real Estate, Loan Origination, Residential Homes, Real Estate, Underwriting, Mortgage Lending, Commercial Lending, Brokerage, Asset Managment, REO, Commercial Banking, Due Diligence, Management, Investments, Real Estate Economics
Education
University of Florida 1973 — 1978
Bachelor of Science, Journalism & Communications with a Minor in Political Science
Community Bank 2009 - Present
Raymond James Bank 2005 - 2009
Regions Bank 1999 - 2005
Capital Asset Financial Services, Inc. 1997 - 1999
First Commercial Bank of Tampa 1989 - 1997
First Florida Bank 1982 - 1989
Skills
Loans, Credit, Banking, Portfolio Management, Commercial Mortgages, Commercial Real Estate, Loan Origination, Residential Homes, Real Estate, Underwriting, Mortgage Lending, Commercial Lending, Brokerage, Asset Managment, REO, Commercial Banking, Due Diligence, Management, Investments, Real Estate Economics
Education
University of Florida 1973 — 1978
Bachelor of Science, Journalism & Communications with a Minor in Political Science
Candice Bradley's Raymond James Bank Experience July 2013 - Present
Job VP, Strategy at Raymond James Bank
Industry Financial Services
Experience
Raymond James Bank July 2013 - Present
Raymond James Financial Inc. August 2011 - 2013
Code Hennessy & Simmons LLC July 2006 - May 2009
Credit Suisse First Boston July 2004 - June 2006
Skills
Valuation, Venture Capital, Investments, Financial Analysis, Corporate Finance, Financial Modeling, Private Equity, Investment Banking, Due Diligence, Hedge Funds, Asset Management, Emerging Markets, Finance, Business Strategy, Equities, Economics, Equity Research, Restructuring, Strategy, Corporate Development, Entrepreneurship, Business Valuation, Capital Markets, Mergers & Acquisitions, Strategic Planning, Portfolio Management
Education
Harvard Business School 2009 — 2011
MBA
University of Missouri-Columbia 2000 — 2004
BS, Finance
Raymond James Bank July 2013 - Present
Raymond James Financial Inc. August 2011 - 2013
Code Hennessy & Simmons LLC July 2006 - May 2009
Credit Suisse First Boston July 2004 - June 2006
Skills
Valuation, Venture Capital, Investments, Financial Analysis, Corporate Finance, Financial Modeling, Private Equity, Investment Banking, Due Diligence, Hedge Funds, Asset Management, Emerging Markets, Finance, Business Strategy, Equities, Economics, Equity Research, Restructuring, Strategy, Corporate Development, Entrepreneurship, Business Valuation, Capital Markets, Mergers & Acquisitions, Strategic Planning, Portfolio Management
Education
Harvard Business School 2009 — 2011
MBA
University of Missouri-Columbia 2000 — 2004
BS, Finance
Joseph Ciccolini's Raymond James Bank Experience October 2005 - Present
Job Vice President Senior Corporate Banker at Raymond James Bank
Industry Banking
Experience
Raymond James Bank October 2005 - Present
Own Your Life LLC 2013 - 2014
Own Your Life LLC 2013 - 2014
Own Your Life LLC 2013 - 2014
Nordea Bank Plc 1995 - 2005
CR Bard 1989 - 1992
Skills
Capital Markets, Fixed Income, Investment Banking, Portfolio Management, Structured Finance, Financial Structuring, Valuation, Banking, Equities, Credit, Corporate Finance, Financial Modeling, Credit Analysis, Financial Analysis, Credit Risk, Financial Markets, Series 7, Investments, Derivatives, Bloomberg, Treasury Management, Securities, Structured Products, Private Equity
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance/International Business
Seton Hall University
Raymond James Bank October 2005 - Present
Own Your Life LLC 2013 - 2014
Own Your Life LLC 2013 - 2014
Own Your Life LLC 2013 - 2014
Nordea Bank Plc 1995 - 2005
CR Bard 1989 - 1992
Skills
Capital Markets, Fixed Income, Investment Banking, Portfolio Management, Structured Finance, Financial Structuring, Valuation, Banking, Equities, Credit, Corporate Finance, Financial Modeling, Credit Analysis, Financial Analysis, Credit Risk, Financial Markets, Series 7, Investments, Derivatives, Bloomberg, Treasury Management, Securities, Structured Products, Private Equity
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance/International Business
Seton Hall University
Alexander Rody's Raymond James Bank Experience November 2010 - Present
Job Senior Vice President, Healthcare Corporate Banking at Raymond James Bank
Industry Banking
Experience
Raymond James Bank November 2010 - Present
Bank of America Merrill Lynch May 1987 - November 2010
Bank of America 2004 - 2008
Bank of America 2002 - 2004
Bank of America 1988 - 2002
Bank of America May 1987 - September 1988
Skills
Debt & Equity Financing, Mergers & Acquisitions, Healthcare, Capital Markets, Leveraged Finance, Management Buyouts, Corporate Finance, Middle Market, Commercial Banking, Portfolio Management, Fixed Income, Private Banking, Venture Capital, Credit, Financial Analysis, Due Diligence, Strategic Planning, Treasury Management, Investments, Banking, Equities, Business Strategy, Management, IPO, Financial Services
Education
University of Florida - Warrington College of Business Administration
Raymond James Bank November 2010 - Present
Bank of America Merrill Lynch May 1987 - November 2010
Bank of America 2004 - 2008
Bank of America 2002 - 2004
Bank of America 1988 - 2002
Bank of America May 1987 - September 1988
Skills
Debt & Equity Financing, Mergers & Acquisitions, Healthcare, Capital Markets, Leveraged Finance, Management Buyouts, Corporate Finance, Middle Market, Commercial Banking, Portfolio Management, Fixed Income, Private Banking, Venture Capital, Credit, Financial Analysis, Due Diligence, Strategic Planning, Treasury Management, Investments, Banking, Equities, Business Strategy, Management, IPO, Financial Services
Education
University of Florida - Warrington College of Business Administration
Rachael Vargas's Raymond James Bank Experience September 2010 - Present
Job Assistant Vice President, Compliance Manager
Industry Banking
Experience
Raymond James Bank September 2010 - Present
USAA September 2009 - September 2010
USAA June 2007 - September 2009
Accredited Home Lenders August 2004 - June 2007
Skills
Risk Assessment, Compliance, Fraud Investigations, Banking, Federal Regulations, Underwriting, Higher Education, Accounting, Mentoring, Fraud, Risk Management, Strategic Planning, Team Building, Credit, Regulations, Portfolio Management, Loans, Financial Analysis, Business Development, Credit Analysis, Customer Service, Management, Finance, Mortgage Lending
Education
Florida Atlantic University 2009 — 2011
Master of Accountancy, Forensic Accounting
University of South Florida 2000 — 2004
Bachelor of Arts, Finance
Raymond James Bank September 2010 - Present
USAA September 2009 - September 2010
USAA June 2007 - September 2009
Accredited Home Lenders August 2004 - June 2007
Skills
Risk Assessment, Compliance, Fraud Investigations, Banking, Federal Regulations, Underwriting, Higher Education, Accounting, Mentoring, Fraud, Risk Management, Strategic Planning, Team Building, Credit, Regulations, Portfolio Management, Loans, Financial Analysis, Business Development, Credit Analysis, Customer Service, Management, Finance, Mortgage Lending
Education
Florida Atlantic University 2009 — 2011
Master of Accountancy, Forensic Accounting
University of South Florida 2000 — 2004
Bachelor of Arts, Finance
Sunita Desai's Raymond James Bank Experience 2005 - 2006
Job Corporate Credit Analyst
Industry Banking
Experience
AgFirst Farm Credit Bank April 2011 - October 2013
CBC National Bank 2006 - 2010
Raymond James Bank 2005 - 2006
Skills
Credit Analysis, Credit, Credit Risk, Banking, Commercial Banking, Commercial Lending, Financial Analysis, Loans
Education
University of Florida 2000 — 2005
Finance
AgFirst Farm Credit Bank April 2011 - October 2013
CBC National Bank 2006 - 2010
Raymond James Bank 2005 - 2006
Skills
Credit Analysis, Credit, Credit Risk, Banking, Commercial Banking, Commercial Lending, Financial Analysis, Loans
Education
University of Florida 2000 — 2005
Finance
Andrew Casem's Raymond James Bank Experience October 2013 - Present
Job Regional Consultant, Raymond James Bank
Industry Banking
Experience
Raymond James Bank October 2013 - Present
Education
Penn State University 1989 — 1994
Finance and International Business
Raymond James Bank October 2013 - Present
Education
Penn State University 1989 — 1994
Finance and International Business
Daniel Gendron's Raymond James Bank Experience January 2013 - Present
Job Corporate Banker at Raymond James Bank
Industry Banking
Experience
Raymond James Bank January 2013 - Present
Raymond James Bank January 2012 - December 2012
Raymond James Bank January 2010 - December 2011
Raymond James Bank June 2008 - December 2009
Skills
Corporate Finance, Credit Analysis, Portfolio Management, Financial Analysis, Commercial Banking, Valuation, Banking
Education
University of Florida 2004 — 2008
B.S.B.A.
Raymond James Bank January 2013 - Present
Raymond James Bank January 2012 - December 2012
Raymond James Bank January 2010 - December 2011
Raymond James Bank June 2008 - December 2009
Skills
Corporate Finance, Credit Analysis, Portfolio Management, Financial Analysis, Commercial Banking, Valuation, Banking
Education
University of Florida 2004 — 2008
B.S.B.A.
Mary Lynn Moser's Raymond James Bank Experience December 2009 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Mary's Meals USA July 2011 - Present
National Assn of Corporate Directors, Florida Chapter July 2011 - Present
Raymond James Bank December 2009 - Present
Bank of America 1979 - 2006
Skills
Banking
Education
Indiana University Bloomington 1977 — 1979
MBA, Finance
Vanderbilt University 1970 — 1974
BA, Economics & Business Administration
Mary's Meals USA July 2011 - Present
National Assn of Corporate Directors, Florida Chapter July 2011 - Present
Raymond James Bank December 2009 - Present
Bank of America 1979 - 2006
Skills
Banking
Education
Indiana University Bloomington 1977 — 1979
MBA, Finance
Vanderbilt University 1970 — 1974
BA, Economics & Business Administration
Edward Gold's Raymond James Bank Experience 1992 - Present
Job Raymond James Bank
Industry Financial Services
Experience
Raymond James Bank 1992 - Present
Education
Northwest Community College
Associate of Arts, Education
University of Michigan
Bachelor of Science, Kineseology
Raymond James Bank 1992 - Present
Education
Northwest Community College
Associate of Arts, Education
University of Michigan
Bachelor of Science, Kineseology
Belinda Wallace's Raymond James Bank Experience December 2010 - Present
Job Operations Manager at Raymond James Bank
Industry Banking
Experience
Raymond James Bank December 2010 - Present
Skills
Credit Analysis, Credit, Loans, Banking, Mortgage Lending, Underwriting, Commercial Banking, Commercial Lending
Education
Eckerd College
Raymond James Bank December 2010 - Present
Skills
Credit Analysis, Credit, Loans, Banking, Mortgage Lending, Underwriting, Commercial Banking, Commercial Lending
Education
Eckerd College