Raymond James Financial

Industry: Investment banking company

Description

Raymond James Financial is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations and municipalities through its ... Headquarters: St. Petersburg, Florida, United States Number of employees: 12,700 (2017) Subsidiaries: RAYMOND JAMES & ASSOCIATES, INC., Executives: Paul Reilly (Chairman and Chief Executive Officer),

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Raymond James Financial Employees

Employee
Years
Job
Industry
Patricia Emser Patricia Emser Tampa/St. Petersburg, Florida Area Details
Patricia Emser's Raymond James Financial Experience 2008 - June 2011
Job Technology Manager at Accenture
Industry Information Technology and Services
Experience
Accenture  July 2011 - Present
Raymond James Financial   2008 - June 2011
Raymond James  October 2007 - September 2008
Raymond James  May 2006 - November 2007
Eckerd  2001 - 2004
Paradyne  1985 - 2001

Skills
ITIL Process..., ITIL Service Strategy, ITIL v3 Foundations..., Business Process..., IT Infrastructure..., Business Process..., IT Strategy, Configuration Management, IT Service Management, ITIL, Enterprise Architecture, SDLC, Change Management, Process Improvement, SharePoint, Requirements Analysis, Process Management, Business Process, Requirements Gathering, Vendor Management, Release Management, Business Analysis, Management, PMP, Product Management, Integration, PMO, Information Technology, CMDB, IT Management, Strategy, Visio, Service Management, Software Project..., Series 7, Business Requirements, IT Transformation, Consulting, Business Process Design, Leadership, Agile Project Management, Systems Analysis, Governance, Agile Methodologies, Resource Management, Project Portfolio..., IT Operations, Incident Management, Disaster Recovery, Analysis

Education
Florida Institute of Technology   1989 — 1994
MBA

Eckerd College   1985 — 1987
BA

Ben Kaplan Ben Kaplan Los Angeles, California Details
Ben Kaplan's Raymond James Financial Experience May 2009 - February 2010
Job Summer Intern at Riordan, Lewis & Haden Equity Partners
Industry Venture Capital & Private Equity
Experience
Northwestern University Kellogg School of Management and School of Law   September 2012 - June 2015
Riordan, Lewis & Haden Equity Partners   June 2014 - December 2014
Baird Capital  April 2014 - June 2014
Pritzker Group  January 2014 - March 2014
The Pritzker Organization  June 2013 - August 2013
Paine & Partners, LLC   May 2013 - June 2013
Century Capital Management  February 2010 - June 2012
Raymond James Financial   May 2009 - February 2010
Lane Berry  July 2007 - May 2009

Skills
Investment Banking, Private Equity, Due Diligence, Investments, Business Development, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, LBO, Financial Analysis, Corporate Development, Restructuring, Finance, Capital Markets, Equity Research, Divestitures, Portfolio Management

Education
Kellogg School of Management / Northwestern School of Law   2012 — 2015
JD/MBA

Boston College   2003 — 2007
Bachelors of Science In Business Administration, Economics / Finance

Les Arouh Les Arouh Boca Raton, Florida Details
Les Arouh's Raymond James Financial Experience 1998 - 2005
Job Licensed Florida Realtor Luxury Partners
Industry Real Estate
Experience
Luxury Partners Realty   July 2013 - Present
Phoenix Financial  December 2008 - Present
Newman Realty Group   May 2005 - April 2008
Eurotrade Capital   2006 - 2008
Raymond James Financial   1998 - 2005

Skills
Real Estate, Fixed Income, Commercial Real Estate, Capital Markets, Financial Structuring, Brokerage, Investment Properties, Finance, Real Estate Transactions, Private Equity, Real Estate Development, Entrepreneurship, Disposition, Asset Management, Mergers & Acquisitions, Mortgage Lending, Investments, Structured Finance, Asset Managment, Equities, Investors, Property, Alternative Investments, Hedge Funds, Capital, ABS, Real Property, Loans, Real Estate Economics, Venture Capital, Investor Relations, CMBS, Financial Analysis, Valuation, Funding, Private Placements, Emerging Markets, Options, Investment Strategies, Sellers, Due Diligence, Securities, Investment Banking, Securitization, Bonds, Financial Markets, Real Estate Financing, Structured Products, Trading, Financial Modeling

Education
City University of New York-Baruch College   1973 — 1976
Finance

Ohio University   1971 — 1973
Business Management

Brandy Eyers Brandy Eyers Dunedin, Florida Details
Brandy Eyers's Raymond James Financial Experience April 2008 - August 2008
Job Software Developer at NexTech
Industry Computer Software
Experience
NexTech  May 2011 - Present
USF/Raytheon   January 2010 - August 2010
Eckerd College  October 2008 - July 2009
Raymond James Financial   April 2008 - August 2008

Skills
C++, SQL, Java, Computer Science, Software Development

Education
University of South Florida   2009 — 2011
Master of Science, Computer Science

Eckerd College   2005 — 2009
Bachelor of Science, Computer Science

Justin J. Vermuth, Esq. Justin J. Vermuth, Esq. Orlando, Florida Area Details
Justin J. Vermuth, Esq.'s Raymond James Financial Experience June 2004 - August 2005
Job Director of State Government Affairs & Corporate Counsel
Industry Government Relations
Experience
American Resort Development Association  February 2013 - Present
Clear Channel Outdoor  October 2006 - February 2013
Mongomery & Co.   August 2005 - July 2006
Raymond James Financial   June 2004 - August 2005

Skills
Governmental Affairs, Due Diligence, Real Estate, Mergers & Acquisitions, Financial Modeling, Investments, Negotiation, Real Estate Development, Strategic Planning, Finance, Asset Management, Corporate Law, Mergers, Contract Negotiation, Budgets, Outdoor Advertising, Real Estate Transactions

Education
Barry University - Dwayne O. Andreas School of Law   2006 — 2011
Juris Doctor, Cum Laude, Law

University of Florida - Warrington College Of Business   2000 — 2004
Bachelor of Science, Finance

Kimberly Hollenbeck, CFP Kimberly Hollenbeck, CFP Carlsbad, California Details
Kimberly Hollenbeck, CFP's Raymond James Financial Experience 2006 - February 2010
Job Executive Director of National Business Development, HighTower Advisors
Industry Financial Services
Experience
HighTower Advisors  August 2014 - Present
Wells Fargo Advisors, LLC  2010 - July 2014
Raymond James Financial   2006 - February 2010
Hollenbeck Financial   2006 - 2009
AIG Financial   1999 - 2004

Skills
Investments, Fixed Income, Financial Advisory, Finance, Investment Management, Financial Risk, ETFs, Wealth Management, Business Development, Entrepreneurship, Management, Portfolio Management, Retirement Planning, Mutual Funds, Start-ups, Series 7, Financial Planning, Investment Advisory

Education
Colorado State University   1994 — 1997
Bachelor of Science, Business Management

Colorado State University   1994 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General

Anthea Penrose Anthea Penrose Tampa/St. Petersburg, Florida Area Details
Anthea Penrose's Raymond James Financial Experience November 2006 - Present
Job PR Manager at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial   November 2006 - Present
St. Petersburg Times  1996 - 2006
Penrose Associates   September 1983 - November 1996

Skills
Content Strategy, Media Relations, Press Releases, Crisis Communications, Public Relations, Social Media, Corporate Communications, Public Speaking, Corporate Branding, Event Planning, Copywriting, Publishing, Advertising, Internal Communications, Strategic Communications, Non-profits, Newsletters, Creative Direction, Nonprofits, Brand Development, Blogging, Marketing Communications, Web Content, Marketing Strategy, Storytelling, Journalism, AP Style

Education
Eckerd College   1983 — 1985
Bachelor of Arts (BA)

Ben Wolsey Ben Wolsey Providence, Rhode Island Details
Ben Wolsey's Raymond James Financial Experience January 2006 - September 2006
Job Inbound Sales Representative at Cox Communications
Industry Telecommunications
Experience
Cox Communications  April 2014 - Present
Cox Communications  November 2013 - April 2014
2020 Companies  August 2013 - November 2013
MetLife  October 2012 - April 2013
Get Wireless Now~ AT&T Authorized Retailer   April 2011 - December 2012
VMS Alarms  September 2010 - February 2011
Raymond James Financial   January 2006 - September 2006

Skills
Sales Management, Customer Service, Communication, Business Analysis, Sales, Team Leadership, Management, Microsoft Office, Project Management, Project Planning, Microsoft Excel, Account Management, Forecasting, Customer Satisfaction, New Business Development, CRM

Education
Eckerd College   2008 — 2011

admiral faragut   2001 — 2004
high school diploma

Darin Remington Darin Remington Tampa/St. Petersburg, Florida Area Details
Darin Remington's Raymond James Financial Experience November 2004 - April 2013
Job Security Analysis JPMORGAN Chase
Industry Financial Services
Experience
Unemployed  April 2015 - Present
JPMorgan Chase  February 2014 - April 2015
Raymond James Financial   November 2004 - April 2013
Strom Engineering  September 2003 - January 2006
Remington Technology Group   September 2003 - September 2005
eLutions, Inc   March 1997 - August 2003
Circuit City Service   October 1993 - March 1997
US Navy  September 1984 - August 1993

Skills
Servers, IIS, Active Directory, DNS, TCP/IP, Management, Windows Server, Enterprise Software, Disaster Recovery, Troubleshooting, Firewalls, DHCP, Microsoft SQL Server, Security, SharePoint, Network Security, Microsoft Exchange, Cisco Technologies, Technical Support, Networking, Hardware, Switches, Routers, Linux, Databases, Information Security, Information Technology, Testing, Virtualization, Citrix, Software Installation, ITIL, VPN, Network Administration, Visio, Operating Systems, Computer Security, IT Management, Microsoft Certified..., VMware ESX, Computer Hardware, Windows XP, Software Documentation, Integration, Help Desk Support, Data Center, WAN, Backup Exec, Requirements Analysis

Education
Embry-Riddle Aeronautical University   1990 — 1995
Associate's degree, Profession Aeronautics

Valerie Godown Valerie Godown Tampa/St. Petersburg, Florida Area Details
Valerie Godown's Raymond James Financial Experience 1998 - 2003
Job MSIS / CBAP®
Industry Information Technology and Services
Experience
PricewaterhouseCoopers  April 2008 - Present
ExpressScript/CuraScript   January 2008 - April 2008
Countrywide  2005 - 2008
Aflac  2003 - 2005
Raymond James Financial   1998 - 2003
AT&T Paradyne/Lucent   1989 - 1998

Skills
Business Analysis, Requirements Analysis, Business Process Design, Requirements Gathering, Software Documentation, SDLC, Visio, Business Requirements, Business Process..., Mobile Applications, IT Strategy, Process Improvement, Mobile Technology, Project Management, User Acceptance Testing, Scrum, UML, Axure, CRM, IBM Rational, Business Process, Mobile Software, Mobile Application..., Business Process..., Rational Requisite Pro, Microsoft Excel, Data Analysis, Relational Databases

Education
Strayer University (DC)   2009 — 2012
Master of Science (M.S.), Information Systems - Software Engineering Management, 3.846

Eckerd College   1993 — 1995
B.A., Management

Daniel Cullen Daniel Cullen Charlotte, North Carolina Details
Daniel Cullen's Raymond James Financial Experience April 1999 - May 2001
Job Capital Markets Executive / Providence Financial
Industry Capital Markets
Experience
Providence Financial   June 2013 - Present
Rockford Group   September 2009 - Present
Synergy Investment Group  May 2005 - September 2009
Merrill Lynch  July 2004 - May 2005
NuTech Solutions  December 1999 - July 2004
Raymond James Financial   April 1999 - May 2001
Edward Jones & Co  October 1986 - April 1999

Skills
Financial Analysis, Valuation, Capital Markets, Equities, Fixed Income, Portfolio Management, Investments, Equity Research, Finance, Financial Markets, Corporate Finance, Financial Modeling, Venture Capital, Mergers & Acquisitions, Alternative Investments, Start-ups, Asset Management, C-Level Relationships, C-Level Presentations, C-Level Negotiations, Creative Problem Solving, Private Equity Funding, Management

Education
Belmont Abbey College
Business Administration and Management, General

Columbia College
Business Administration and Management, General

Robert Vivian, CPA Robert Vivian, CPA Clearwater, Florida Details
Robert Vivian, CPA's Raymond James Financial Experience 1994 - 2001
Job Tax Associate, CBIZ, Inc.
Industry Accounting
Experience
CBIZ MHM, LLC, Tampa Bay   December 2011 - Present
Franklin Templeton Group  February 2001 - May 2010
Robert Vivian Training and Development   January 2000 - February 2001
Raymond James Financial   1994 - 2001
US Naval Nuclear Power School   1991 - 1994
USS Alabama  1988 - 1991

Skills
Leadership, Employee Benefits, Accounting, Human Resources, CPA, Auditing, Microsoft Excel, Account Reconciliation, Financial Accounting, Fixed Assets, Consulting, Microsoft Office, Tax Preparation, Succession Planning, Financial Reporting, Process Improvement, E-Learning

Education
University of South Florida   2010 — 2011
BS Accounting, Accounting

St. Petersburg Chamber of Commerce   2009 — 2009
Graduate, Leadership St. Pete, 2009

Columbia College   1991 — 1993
BS Business Administration, Management

University of Florida   1980 — 1985
General

Abigail Berger Abigail Berger Noblesville, Indiana Details
Abigail Berger's Raymond James Financial Experience 2008 - 2014
Job Graphic Designer
Industry Graphic Design
Experience
Yellow Pages / Pages Jaunes – Canada   May 2015 - Present
Elusive Disc   September 2013 - May 2015
Amtrak  2011 - 2015
Southwest Docking and Handling   2009 - 2014
Raymond James Financial   2008 - 2014
South Bend Tribune  August 2012 - October 2013

Skills
Adobe Creative Suite, InDesign, Illustrator, Dreamweaver, Logo Design, Photoshop, Typography, Mac, Photography, Illustration, Branding, Brochures, Image Editing, Advertising, Visual Communication, Newsletters, Posters, Banners, Web Design, Online Advertising, Social Media, Invitations, Catalogs

Education
Ball State University   2009 — 2013
BFA, Visual Communications

Eleni Dixon Eleni Dixon Greater Boston Area Details
Eleni Dixon's Raymond James Financial Experience February 2012 - May 2012
Job Wealth Management Services, Client Service Representative at State Street
Industry Banking
Experience
State Street  February 2014 - Present
State Street Bank  January 2013 - Present
Raymond James Financial   February 2012 - May 2012
State Street Bank  June 2011 - September 2011
Prudential Financial  May 2009 - September 2009

Skills
Microsoft Excel, PowerPoint, Time Management, Financial Analysis, Microsoft Word, Microsoft Office, Social Media, Customer Service, Event Planning, QuickBooks, Leadership, Facebook, Social Networking, Mutual Funds, Social Media Marketing, Outlook, Instagram, Tumblr, Marketing, Twitter, Communication Skills, Strategic Financial..., Bloomberg, Bloomberg Terminal, Dividends, High Yield Bonds, APX, Account Reconciliation, Bank Reconciliation, Foreign Investment, Advent, ACD, operations, Global Operations

Education
University of Tampa - John H. Sykes College of Business   2010 — 2013
Bachelor of Science (B.S.), Business-Management

Wellesley High School   2004 — 2008

Clark University

Tilton

Tilton

Tracy Clifford Tracy Clifford Indianapolis, Indiana Area Details
Tracy Clifford's Raymond James Financial Experience March 2004 - September 2008
Job RSI Background Check Services
Industry Staffing and Recruiting
Experience
Reference Services, Inc  November 2008 - Present
Clifford Enterprises   September 2008 - November 2008
Raymond James Financial   March 2004 - September 2008
Smith Barney  April 1992 - March 2004

Skills
Recruiting, New Business Development, Investments, 401k, Strategic Planning, Employee Relations, Employee Benefits, Applicant Tracking..., Background Checks, Customer Service, Executive Management, Hiring, Human Resources, Insurance, Management, Organizational..., Process Improvement, Real Estate, Sales, Sales Management, Small Business, Talent Acquisition, Time Management

Education
DePauw University   1979 — 1983
BA, Business Communications

Mark Stephen Greenbaum Mark Stephen Greenbaum Phoenix, Arizona Area Details
Mark Stephen Greenbaum's Raymond James Financial Experience September 2004 - Present
Job financial adviserRaymond James Financial
Industry Financial Services
Experience
Raymond James Financial   September 2004 - Present
Wachovia Securities Financial Network  November 1996 - September 2004
Paine Webber  January 1985 - November 1996
David Lerner and Associates   January 1981 - January 1985

Skills
Fixed Income, Investments, Securities, Sales, Fixed Annuities, Recruiting, Life Insurance, Bonds, Retirement Planning, Series 7, Finance, Portfolio Management, Wealth Management, Series 63, Estate Planning, Strategic Financial..., Financial Advisory, Mutual Funds

Education
Boston University   1973 — 1975
bs, biology

Boston University - School of Management   1973 — 1975
Bachelor of Science (BS), business

Florida State University   1971 — 1973
biology and minored in business admin

Garrett Walsh Garrett Walsh Richmond, Virginia Area Details
Garrett Walsh's Raymond James Financial Experience March 2008 - June 2012
Job Regional Business Director at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors  February 2014 - Present
Raymond James Financial Inc.  June 2012 - February 2014
Raymond James Financial   March 2008 - June 2012
Wachovia Securities  May 2005 - March 2008
James River Insurance Company  June 2004 - April 2005
First Investors Corporation  December 2003 - May 2004

Skills
Business Development, Recruiting, Practice Management, Financial Advisory, Business Consulting, Personal Financial..., Asset Allocation, Asset Managment, Investment Management, Securities, Separately Managed..., Mutual Funds, Economics, Wholesale, Series 7, Series 66, Series 24, Series 9/10, Sales, Sales Strategy, New Client Acquisitions, Presentations, Public Speaking, Uniform Combined State..., Wealth Management, Asset Management, Series 63, Equities, FINRA, Investments, Financial Analysis, Financial Planners, Wealth, Retirement Planning, Financial Services, Series 65, Investment Advisory, Investment Strategies, 401k, Retirement, Alternative Investments, Wealth Management..., ETFs, Series 6, Fixed Annuities, Variable Annuities

Education
Virginia Commonwealth University   2001 — 2003

Duquesne University   1998 — 2001

Benedictine High School   1994 — 1998

Shannon Reid Shannon Reid Tampa/St. Petersburg, Florida Area Details
Shannon Reid's Raymond James Financial Experience June 2007 - Present
Job Vice President, Private Client Group Education and Practice Management at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  May 2014 - Present
RAYMOND JAMES FINANCIAL   June 2007 - Present
GOLDMAN, SACHS & CO   January 2001 - May 2007
Goldman Sachs  January 2001 - March 2004
Great American Days  January 2001 - January 2004
INTERNATIONAL PAPER COMPANY  January 1998 - January 1999
International Paper  March 1995 - December 1998
Industrial Papers Group   January 1997 - January 1998
LABOUR PARTY - MEDIA, ELECTIONS, AND CAMPAIGN STRATEGY   January 1995 - January 1996
Direct Impact  January 1994 - January 1995

Skills
Strategic Financial..., Practice Management, Business Process..., Business Strategy, Strategic Planning, Marketing, Finance, Financial Modeling, Retirement Planning, Private Equity, Financial Analysis, Wealth Management, Asset Management, Valuation, Asset Managment, Risk Management, Strategy, Retirement Savings, Personal Financial..., Leadership, Series 7, Venture Capital, Sales, Sales Operations, Fixed Income, Executive Management, Investments, Contract Negotiation, Bonds, Marketing Strategy, Asset Allocation, Strategic Communications, Program Management, Financial Advisory, Retirement, Bloomberg, Series 63, Corporate Finance, Mutual Funds, Equities, Portfolio Management, Alternative Investments, Capital Markets, Investment Management, Recruiting, Project Planning, Analysis, Independent Financial...

Education
Columbia University - Columbia Business School   1998 — 2000
MBA, Finance

Duke University   1989 — 1993
BA, Economics, Political Science

Cathedral School of St. Mary's

Cathedral Scool of St. Mary's

Patrick Beehan Patrick Beehan Greater New York City Area Details
Patrick Beehan's Raymond James Financial Experience August 2004 - February 2006
Job Premium Solutions Workflow Analyst Bloomberg AIM
Industry Computer Software
Experience
Bloomberg LP  February 2014 - Present
Bloomberg  December 2010 - Present
Bloomberg  February 2006 - December 2010
Raymond James Financial   August 2004 - February 2006

Education
Columbia Business School   2011 — 2013
MBA, Executive MBA Saturday Program

Xavier University   2001 — 2005
BA, International Affairs, French

Université Paris-Sorbonne   2003 — 2004
Cours de Civilisation Francaise de la Sorbonne

Oak Ridge High School

Rachel Horn Rachel Horn Fort Collins, Colorado Details
Rachel Horn's Raymond James Financial Experience August 2007 - January 2009
Job Sales Assistant at Time Warner Cable Media
Industry Writing and Editing
Experience
STORY Magazine   May 2012 - Present
Time Warner Cable Media  August 2014 - July 2015
Unified Trust Company, N.A.   June 2013 - February 2014
Unified Trust Company, N.A.   January 2010 - June 2013
Office Suites PLUS  July 2009 - January 2010
Raymond James Financial   August 2007 - January 2009

Skills
401k, Microsoft Office, Excel, Word, Wordpress, Sungard Relius..., Sungard Planning Station, Innotrust, Blogging, Project Planning, Microsoft Word, Relius Administration, Microsoft Excel, Social Media, Facebook, Event Planning, Editing, Social Networking

Education
University of Kentucky   2010 — 2011
Geographic Information Systems

Colorado State University   2015 — 2017
Bachelor of Science (B.S.), Environmental Communications

Sarah Lietz Sarah Lietz Tampa/St. Petersburg, Florida Area Details
Sarah Lietz's Raymond James Financial Experience March 2012 - March 2013
Job Medical Administrative Specialist
Industry Medical Devices
Experience
Cryo-Cell  March 2013 - Present
Raymond James Financial   March 2012 - March 2013
Darren Pena Salon & Spa   March 2012 - March 2013
Salon Island Estates   March 2011 - July 2012
Salon Island Estates   January 2011 - March 2011
Robert Andrews Salon and Spa   January 2009 - January 2011
Body Wellness Salon and Spa   January 2007 - January 2009
Dr. Martin L. Okun DDS PA   January 2006 - January 2007

Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Windows, English, Research, Budgets

Education
Anne Arundel Community College   2007 — 2010
Some College, Interior Design, Finished 3 years of my Associate and Interior Design Degree

Meaghan Haire Meaghan Haire San Francisco, California Details
Meaghan Haire's Raymond James Financial Experience June 2007 - August 2007
Job Senior Account Manager at Twitter
Industry Marketing and Advertising
Experience
Twitter  February 2015 - Present
Microsoft  September 2012 - February 2015
BBC America  January 2010 - September 2012
GroupM  September 2009 - January 2010
Time Magazine & Time.com   June 2009 - August 2009
Time Magazine  June 2008 - August 2008
Raymond James Financial   June 2007 - August 2007

Skills
Digital Media, Social Media, Online Advertising, Digital Marketing, Sales, Digital Strategy, Media Planning, DoubleClick, Editorial

Education
Colgate University   2005 — 2009
B.A., International Relations, History

Berkeley Preparatory School

Amber Barger Amber Barger Greater St. Louis Area Details
Amber Barger's Raymond James Financial Experience May 2008 - June 2010
Job Jr. PCG Branch Examiner
Industry Financial Services
Experience
Stifel Financial Corp.  August 2015 - Present
USAA  November 2013 - April 2015
Thrivent Financial  March 2012 - November 2013
Williams Financial Group  November 2010 - October 2011
Charles Schwab  June 2010 - November 2010
Raymond James Financial   May 2008 - June 2010
A.G. Edwards (merged with Wachovia Securities)   March 2006 - May 2008
A.G. Edwards   October 2004 - March 2006
Alvarado Parkway Institute  March 2003 - May 2004

Education
Alliant International University-San Diego Cornerstone Court   1999 — 2004
M.A., Clinical Psychology

Alliant International University-San Diego Scripps Ranch   1999 — 2004
M.A., Clinical Psychology

California School of Professional Psychology at Alliant International University   1999 — 2002
M.A, Clinical Psychology

McKendree College   1995 — 1999
B.A., Psychology

Belleville Township High School West   1992 — 1995
High School, General Studies

Melissa Harring Melissa Harring Brush Prairie, Washington Details
Melissa Harring's Raymond James Financial Experience May 2011 - August 2011
Job Student at The University of Montana School of Business Administration
Industry Financial Services
Experience
Raymond James Financial Inc.  May 2011 - August 2011
Raymond James Financial   May 2011 - August 2011
Whitefish Mountain Resort  October 2008 - April 2009

Skills
CRM software, Quick Note, MS Office Suite, Research, Analysis, Business Analysis, Cashiering, Account Management

Education
The University of Montana - School of Business Administration   2009 — 2012
Bachelor of Business Administration (BBA), Finance, General

Flathead Valley Community College   2008 — 2009

University of Montana
Bachelor of Science, Finance

University of Montana
Bachelor of Science, Finance

Ashley Roberts Ise Ashley Roberts Ise Tampa/St. Petersburg, Florida Area Details
Ashley Roberts Ise's Raymond James Financial Experience June 1998 - September 2002
Job Mediator, Attorney
Industry Alternative Dispute Resolution
Experience
Roberts Dispute Resolution   October 2008 - Present
Raymond James Financial   June 1998 - September 2002
IMC Mortgage Company  September 1996 - June 1998
Kramer Levin Naftalis & Frankel LLP  September 1995 - September 1996

Skills
Mediation, Contract Negotiation, Legal Research, Trial Practice, Contract Law, Courts, Legal Writing, Legal Issues, Securities Regulation, Public Speaking, Commercial Litigation, Arbitration, Civil Litigation, Litigation, Appeals, Bankruptcy

Education
New York University School of Law   1992 — 1995
JD/ LLM, Law, LLM in Taxation

Dartmouth College   1988 — 1992
AB, Government

Choate Rosemary Hall   1985 — 1988

David LaVoie David LaVoie Southfield, Michigan Details
David LaVoie's Raymond James Financial Experience August 2007 - Present
Job Senior Support Analyst at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial   August 2007 - Present
I-Link Computers, Inc.   February 1996 - July 2007

Skills
IT Management, Desktop Support, Citrix, Customer Service, Active Directory, Mobile Devices, Microsoft Technologies, Computer Hardware, Encryption, Technical Support, iPhone, Blackberry Enterprise..., Leadership, Microsoft Office, Hardware, Microsoft Exchange, Microsoft Certified..., Information Technology, Operating Systems, VMware, Windows 7, Windows, Troubleshooting, Management, Training, Help Desk Support, Blackberry, SharePoint, Virtualization, Sophos, Laptops, Testing, Remote Desktop, Disaster Recovery, Networking, VPN, Windows XP, Customer Support, Service Desk, Windows Server, DNS, DHCP, System Administration, SCCM, A Certified, IT Operations

Education
Raymond James University   2007 — 2011
Organizational Leadership

Baker College of Allen Park
Business/Accounting

Henry Ford Community College
Associate's degree, Information Technology

Lauren Fioretti Lauren Fioretti Middleburg, Florida Details
Lauren Fioretti's Raymond James Financial Experience January 2009 - June 2010
Job Seeking a career within a well established company.
Industry Retail
Experience
Simple Self Defense for Women   2009 - Present
AT&T mobilelife  September 2010 - July 2011
Halloween City  2011 - 2011
Raymond James Financial   January 2009 - June 2010
Sunshine State Community Bank  June 2009 - October 2009

Skills
Excellent written and..., Microsoft Office, PowerPoint, Microsoft Word, Excel, Outlook, Special Events, Television, Public Relations, Blogging, Promotions

Education
Daytona Beach Community College   2009 — 2010

Tony Pirozzi, CFP® Tony Pirozzi, CFP® West Palm Beach, Florida Area Details
Tony Pirozzi, CFP®'s Raymond James Financial Experience November 2000 - Present
Job Certified Financial Planner, Financial Advisor at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial   November 2000 - Present

Skills
Financial Planning, Retirement Planning, Asset Management, Estate Planning, Portfolio Management, Investments

Education
American University   1987 — 1991
BA, Economics

University of Central Florida   2001 — 2003
2003, Financial Planning

Janae Carter Janae Carter Houston, Texas Details
Janae Carter's Raymond James Financial Experience May 2007 - August 2007
Job Senior Accountant at Hartman Income REIT
Industry Accounting
Experience
Hartman Income REIT  June 2012 - Present
PricewaterhouseCoopers LLP  January 2012 - June 2012
Designer Shoe Warehouse DSW  March 2011 - December 2011
Arden B  July 2008 - December 2011
Swim n' Sport  March 2010 - December 2010
Raymond James Financial   May 2007 - August 2007

Skills
Accounting, Analysis, Management, Auditing, Time Management, Sales, Customer Service, Account Reconciliation, Sales Operations, Variance Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, Pricing, Interviews, Budgets, PowerPoint, Microsoft Word, Fashion, Financial Accounting

Education
University of International Business and Economics   2010 — 2011
International Business/International Marketing

Clark Atlanta University   2006 — 2011
Masters of Arts, Accountancy

Clark Atlanta University   2006 — 2011
Bachelor of Arts/Masters of Arts Degree, Accountancy; Finance

David Laurion David Laurion Greater Minneapolis-St. Paul Area Details
David Laurion's Raymond James Financial Experience 2004 - May 2012
Job Financial Advisor | Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present
Raymond James Financial   2004 - May 2012
Franke, Laurion & Stanley   January 1986 - June 2002
IDS Financial Services  March 1981 - December 1983

Education
Bethel University   1975 — 1979
BA, Psychology

J. Reid Prince, CFP® J. Reid Prince, CFP® Dallas/Fort Worth Area Details
J. Reid Prince, CFP®'s Raymond James Financial Experience May 2009 - July 2009
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James  July 2010 - Present
Raymond James Financial   May 2009 - July 2009

Education
Baylor University - Hankamer School of Business   2006 — 2010
Bachelor's Degree, Finance and Entrepreneurship

Highland Park High School   2002 — 2006

William Barber, CMT William Barber, CMT Greater New York City Area Details
William Barber, CMT's Raymond James Financial Experience March 2000 - May 2004
Job Investment Market Strategist at WPB Advisors
Industry Financial Services
Experience
WPB Advisors   January 2007 - Present
Agile Trading Group   June 2011 - October 2013
BB&T Capital Markets  May 2004 - January 2007
Raymond James Financial   March 2000 - May 2004
Carnegie Childs LLC/Kuhns Brothers   February 1998 - March 2000
Sanford C. Bernstein  January 1997 - February 1998
Sanford C. Bernstein  June 1994 - January 1997

Skills
Equity Trading, Equities, Trading, Series 7, Series 63, Technical Analysis, Asset Management, Investments, Hedge Funds, Traders, Portfolio Management, Risk Management, Capital Markets, Bloomberg, Options, Trading Systems, Fixed Income, Economics, Investment Strategies

Education
Boston University Questrom School of Business

John R James John R James Orange County, California Area Details
John R James's Raymond James Financial Experience June 2002 - May 2010
Job CFP®, Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services  April 2010 - Present
Raymond James Financial   June 2002 - May 2010
Push America  January 2005 - September 2005

Skills
Retirement Planning, Estate Planning, Asset Allocation, Strategic Financial..., Wealth Management, Investment Advisory

Education
California State University-Fullerton
BA, Finance, Political Science

El Modena High School

Richard Zerah Richard Zerah Greater New York City Area Details
Richard Zerah's Raymond James Financial Experience January 1995 - November 2009
Job President of Zerah & Company CPA's PC
Industry Accounting
Experience
Princor Financial Services Corporation  November 2009 - Present
Zerah & Company CPA's PC   May 1983 - Present
Raymond James Financial   January 1995 - November 2009
Touche Ross  September 1979 - May 1983

Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Certified Financial..., Personal Financial..., Personal Finance, Small Business, Tax, Mutual Funds, Accounting, Equities, Mergers, CPA, Equity Trading, Budgets, Executive Management

Education
University at Albany, SUNY   1978 — 1979
BS, Accounting

State University of New York at Binghamton   1976 — 1977
Accounting

Raleigh Sexton Raleigh Sexton Oklahoma City, Oklahoma Area Details
Raleigh Sexton's Raymond James Financial Experience 2003 - 2007
Job Owner at Sexton Property Management
Industry Investment Management
Experience
Vineyard Financial Group   October 2010 - Present
Sexton property Management Inc.   2005 - Present
Auto Sports Management   1989 - 2013
Raymond James Financial   2003 - 2007
Cox Media  June 1995 - February 2001
Clear Channel Radio  September 1983 - May 1995

Skills
Boy do I have skills!, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Retirement, Investments, Pensions, Alternative Investments, Financial Advisory, Estate Planning, Investment Strategies, Advertising, Series 7, Small Business, Business Planning, Asset Allocation, 401k, Finance, Strategic Financial...

Education
Oklahoma State University-Oklahoma City   2008 — 2009
Associate's degree, Environmental Health & Safety

College of Business   1997 — 1999
MBA, Marketing, Finance

Heavener High School   1963 — 1968
HS Diploma, Business/Commerce, General

Drew Goldman Drew Goldman Atlanta, Georgia Details
Drew Goldman's Raymond James Financial Experience July 2008 - January 2014
Job Vice President of Investments at Storage Post
Industry Real Estate
Experience
Storage Post  July 2015 - Present
Gardner Capital, Inc.   February 2014 - April 2015
Raymond James Financial   July 2008 - January 2014
Benjamin Studios LLC   September 2007 - June 2008
Lane Company  October 2005 - July 2007
GE Commercial Finance  October 2002 - July 2005
JPMorgan Chase  May 1998 - July 2002
GE Commercial Finance  September 1994 - September 1997
NationsBank Corporation (now Bank of America)   June 1993 - September 1994

Skills
Mergers, Corporate Finance, New Business Development, Commercial Lending, Strategy, Financial Modeling, Valuation, Investments, Investment Banking, Business Development, Debt Restructuring, Equities, Entrepreneurship, Asset Management, Real Estate, Mergers & Acquisitions, Leadership, Banking, Management, Negotiation, Finance, Credit, Strategic Planning, Due Diligence, Portfolio Management, Commercial Real Estate

Education
Emory University - Goizueta Business School   1997 — 1999
MBA, Finance

The University of Texas at Austin   1989 — 1993
BBA, Marketing

Hardaway high school   1985 — 1989
HS Diploma

Reid Guarnieri, Esq. Reid Guarnieri, Esq. Cleveland/Akron, Ohio Area Details
Reid Guarnieri, Esq.'s Raymond James Financial Experience June 1997 - June 2001
Job Director of Athletics at Lake Erie College
Industry Sports
Experience
Lake Erie College  June 2013 - Present
Reid Guarnieri, Attorney-at-Law   November 2006 - Present
Notre Dame College  March 2010 - June 2013
Notre Dame College  January 2013 - May 2013
Ulmer & Berne LLP  January 2005 - February 2007
Cleveland Indians  June 1999 - March 2006
Joseph W. Diemert & Associates   June 2005 - October 2005
Cleveland State University  May 2004 - October 2004
Raymond James Financial   June 1997 - June 2001

Skills
Legal Research, Legal Writing, Litigation, Civil Litigation, Public Speaking, Westlaw, Fundraising, Event Planning, Commercial Litigation, Non-profits, Research, Mediation, Licensing, Intellectual Property, Social Media, Customer Service, Sports Marketing, Microsoft Office, Sports Management, Contract Negotiation, Event Management, Training, Nonprofits, Policy, Corporate Law, Editing, Criminal Law, Courts, Government, Trials, Coaching, Management, Athletics, Higher Education, Personal Injury, Sports, Student Affairs, Community Outreach, Public Relations, Employment Law, Student Development, Marketing, Baseball, Community Development, Sponsorship, Program Development, Leadership, Social Networking, Teaching

Education
Cleveland State University - Cleveland-Marshall College of Law   2003 — 2006
Doctor of Law (JD), Law

Cleveland State University   1999 — 2003
BA, Communications, Liberal Studies, Anthropology

Ohio University   1997 — 1997
NA, Business Pre-Law

Indiana University Bloomington   1995 — 1996
NA, Criminal Justice

Bay Village   1990 — 1995
HS, NA

Rocky River   1982 — 1987
NA, NA

Bobbie Sawyer Bobbie Sawyer Atlanta, Georgia Details
Bobbie Sawyer's Raymond James Financial Experience July 2006 - May 2008
Job Associate Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual  March 2012 - Present
Northwestern Mutual  October 2008 - February 2012
Creative Memories  March 1993 - December 2009
Ameriprise Financial  May 2008 - September 2008
Raymond James Financial   July 2006 - May 2008
Smith Barney  November 1999 - January 2002

Education
Cornerstone University   1978 — 1980

Katie Tenbrink Katie Tenbrink Greater Detroit Area Details
Katie Tenbrink's Raymond James Financial Experience 2003 - 2006
Job Principal Marketing Analyst Residential Energy Efficiency Pilots at DTE Energy
Industry Information Technology and Services
Experience
DTE Energy  Principal Marketing Analyst - Energy Efficiency PilotsDTE EnergyDecember 2013 - Present
DTE Energy  April 2010 - Present
DTE Energy  February 2013 - December 2013
DTE Energy  April 2008 - April 2010
Custom Business Solutions  July 2007 - April 2008
PricewaterhouseCoopers  February 2006 - June 2007
Raymond James Financial   2003 - 2006
Cap Gemini Ernst & Young  July 2000 - November 2003

Skills
Business Analysis, Process Improvement, Marketing Communications, IT Strategy, Business Process..., Requirements Analysis, Social Media Marketing, SDLC, Strategic Planning, Project Management, Marketing, Visio, Corporate Communications, Leadership, Budgets, Project Planning, Information Technology, Cross-functional Team..., Requirements Gathering, User Experience, Training, Integration, Analytics, Team Building, Strategy, Program Management, Team Management

Education
Boston University   1996 — 2000
BS, Business Administration, MIS

Alvirne High School   1992 — 1996

Michelle D. Lipscomb Michelle D. Lipscomb Greater Detroit Area Details
Michelle D. Lipscomb's Raymond James Financial Experience December 2000 - Present
Job International Trade Clearance Specialist at Raymond James Financial
Industry Financial Services
Experience
Third New Hope Baptist Church   April 2005 - Present
Raymond James Financial   December 2000 - Present
Heritage Center for Religious Studies   May 2005 - June 2008
Comerica Bank  January 1999 - December 2000

Education
Davenport University   2009 — 2015
Management

Heritage Center for Religious Studies   2002 — 2004
Diploma of Ministry

Nate Bickley Nate Bickley Portland, Oregon Area Details
Nate Bickley's Raymond James Financial Experience April 2008 - July 2009
Job Sourcing/Costing Analyst at Nike
Industry Retail
Experience
Nike  November 2012 - Present
BVResources   May 2012 - August 2012
Columbia Sportswear  August 2011 - March 2012
Costco Wholesale  June 2007 - August 2011
Costco Wholesale  January 2011 - July 2011
Costco Wholesale  July 2007 - July 2011
Raymond James Financial   April 2008 - July 2009

Skills
Management, Sales, Market Research, Customer Service, Sales Management, Analysis, Merchandising, Inventory Management, Retail, Microsoft Office, Microsoft Excel, Visual Merchandising, Social Media, PowerPoint, Store Management, Social Media Marketing, Facebook, Microsoft Word, Social Networking, Marketing Strategy, Training, Marketing, Sourcing

Education
Oregon State University   2005 — 2010
Finance, International business

Aarhus Business School

Linn-Benton Community College

Oregon State University
Finance & International Business

Mike Vinciquerra Mike Vinciquerra Greater Atlanta Area Details
Mike Vinciquerra's Raymond James Financial Experience August 1998 - March 2007
Job Development Director at Georgia Conservancy
Industry Nonprofit Organization Management
Experience
Georgia Conservancy  July 2014 - Present
Georgia Conservancy  December 2013 - July 2014
Georgia Conservancy  January 2013 - December 2013
Piedmont Park Conservancy  May 2012 - December 2012
Piedmont Park Conservancy  January 2012 - February 2012
Georgia Conservancy  June 2011 - January 2012
Trees Atlanta  June 2011 - September 2011
BMO Capital Markets  March 2007 - May 2011
Raymond James Financial   August 1998 - March 2007
Fidelity Management and Research  June 1997 - August 1997

Skills
Financial Modeling, Sales, Competitive Analysis, Business Writing, Strategic Planning, Financial Analysis, Fundraising, Valuation, Non-profits, Marketing, Research, Equities, Grants, Grant Writing

Education
Duke University - The Fuqua School of Business   1996 — 1998
Master of Business Administration, Finance and Marketing Concentrations

Ohio University   1989 — 1993
Bachelor of Business Administration, Finance, International Business, Business Pre-Law

Eric Hendrix Eric Hendrix Greensboro/Winston-Salem, North Carolina Area Details
Eric Hendrix's Raymond James Financial Experience 1990 - 1995
Job Owner / President at Carolina Grout Works
Industry Real Estate
Experience
Carolina Grout Works   August 2011 - Present
Prudential Yost and Little Realty, Inc.   May 2000 - September 2011
RBC Centura  1995 - 1999
Raymond James Financial   1990 - 1995
Interstate Johnson Lane Securities, Inc.   1984 - 1990

Education
Davidson College   1972 — 1976
BA, History

Randy Chrisman Randy Chrisman Greater Atlanta Area Details
Randy Chrisman's Raymond James Financial Experience March 2002 - July 2002
Job Marketing Director at Angel Oak Capital Advisors, LLC
Industry Financial Services
Experience
Angel Oak Capital Advisors, LLC  June 2014 - Present
Angel Oak Capital Advisors, LLC  December 2012 - May 2014
Brightworth  May 2004 - August 2012
R.E. Wacker Associates, Inc.   January 2004 - April 2004
A.G. Edwards & Sons, Inc.   August 2002 - September 2003
Raymond James Financial   March 2002 - July 2002
Shanco Commodities Company   October 2000 - February 2002
The Linn Group   June 2000 - September 2000

Skills
Finance, Investments, Marketing, Financial Analysis, Management, Strategic Planning, Equities, Financial Modeling, Fixed Income, Sales

Education
California Polytechnic State University-San Luis Obispo   1996 — 2000
BS, Finance

Nancy Schultz Nancy Schultz Camden, Maine Details
Nancy Schultz's Raymond James Financial Experience June 2003 - June 2011
Job Registered Investment Advisor at Schultz Retirement Income Solutions, Inc.
Industry Financial Services
Experience
Schultz Retirement Income Solutions, Inc.   June 2011 - Present
Raymond James Financial   June 2003 - June 2011
KeyBank N.A.   January 1995 - May 2003

Skills
Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Banking, Risk Management, Strategic Planning, Project Management, Business Analysis, Investments, Management, Microsoft Word, Finance, Strategic Financial..., Financial Services, Insurance, Retirement Planning, Financial Planning

Education
College for Financial Planning   1998 — 2000

Plainfield High School   1981 — 1985

Frank (BJ) Backitis Frank (BJ) Backitis Tampa, Florida Details
Frank (BJ) Backitis's Raymond James Financial Experience August 2004 - April 2013
Job Business Analyst at HealthPlan Services
Industry Insurance
Experience
Raymond James Financial   August 2004 - April 2013
TampaGeek, Inc.   September 2002 - August 2004
Serena Software  March 1996 - September 2002
Kforce Technology Staffing  September 1995 - February 1996
Coopers & Lybrand Consulting  June 1994 - September 1995
Liberty Life Insurance Company  June 1991 - May 1994
Clemson University DCIT/ISD   February 1987 - June 1991

Skills
ITIL, Process Development, Process Improvement, Process Engineering, Business Process Design, SDLC, Program Management, Requirements Analysis, Visio, PMP, Software Project..., Process Simulation, SharePoint, Data Warehousing, Testing, SQL, COBOL, Software Documentation, Systems Analysis, Enterprise Architecture, Software Development, Business Analysis, Business Process, Integration, Business Process..., CRM, Databases, Analysis, Requirements Gathering, .NET, Six Sigma, Business Requirements, Business Process..., Management, IT Strategy, Data Analysis, User Acceptance Testing, IT Management, Release Management, MS Project, Agile Methodologies, Agile Project Management, PMO, Data Modeling, Business Intelligence, Database Design, SOA, Scrum, Microsoft SQL Server

Education
Clemson University   1986 — 1988
M.S.

Clemson University   1980 — 1985
B.S.

Middleton HIgh School   1977 — 1980

Jody Alperin Jody Alperin Greater New York City Area Details
Jody Alperin's Raymond James Financial Experience October 2014 - August 2015
Job
Industry Research
Experience
L.J.Gonzer Associates   September 2015 - Present
Raymond James Financial   October 2014 - August 2015
Columbia University in the City of New York  2013 - 2014
IBM Research  February 2011 - June 2012
Northrop Grumman  2009 - 2011
Lockheed Martin  October 2003 - December 2009
IBM STORAGE AND TECHNOLOGY DIVISION – POUGHKEEPSIE, NY   1980 - 1989

Skills
FPGA, Algorithms, Verilog, High Performance..., VHDL, Sensors, Hardware Architecture, Circuit Design, Computer Architecture, Integrated Circuit..., VLSI, Timing Closure, Signal Integrity, Analog Circuit Design, Nanotechnology, ASIC, Microprocessors, Mixed Signal, PCB design, C, C++, Xilinx and Xilinx ISE, Matlab, Spice, Cadence Virtuoso, ModelSim, IC, Testing, Linux, Simulations, Hardware, Software Engineering, Software Development, Unix, People-oriented, Electrical Engineering, People Skills, Systems Engineering, PCB Design

Education
Columbia University in the City of New York   1994 — 1999
Master of Science (MS), VLSI Chip Design

Tracey Bustamante Tracey Bustamante Tampa/St. Petersburg, Florida Area Details
Tracey Bustamante's Raymond James Financial Experience January 2005 - Present
Job Director of Corporate Communications at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial   January 2005 - Present
Raymond James Financial   June 2003 - January 2005

Skills
Program Management, Digital Media, Business Writing, Sponsorship, Trade Shows, Team Building, Corporate Communications, Media Relations, Strategic Communications, Public Relations, Marketing Communications

Education
Eckerd College
Bachelor's, Business Management

Christine Eisenhauer Christine Eisenhauer Halifax, Canada Area Details
Christine Eisenhauer's Raymond James Financial Experience January 2001 - December 2002
Job On maternity leave
Industry Human Resources
Experience
On Maternity Leave  July 2013 - Present
HR Consultant  June 2012 - Present
Boomerswork.ca   June 2012 - Present
Archway Search Consultants   May 2009 - June 2012
Scotia Capital  October 2006 - September 2008
Amaranth Advisors  2003 - 2006
Raymond James Ltd.  January 2002 - December 2003
Raymond James Financial   January 2001 - December 2002
Raymond James Financial   January 2001 - December 2002
CIBC World Markets  June 1999 - December 2000

Skills
Recruiting, Asset Managment, Financial Analysis, Investments, Risk Management

Education
Dalhousie University   1995 — 1999
BComm, Commerce Co-op

Lakefield College School

Josh Bohlander Josh Bohlander Tampa/St. Petersburg, Florida Area Details
Josh Bohlander's Raymond James Financial Experience March 2007 - May 2011
Job Vice President, Advisor Technology at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  May 2011 - Present
Raymond James Financial   March 2007 - May 2011
Raymond James Financial   April 2005 - February 2007
Raymond James Financial   July 2001 - March 2005
Boston Financial Data Services  September 1999 - June 2001

Skills
Advisory Boards, Priority Setting, Product Management, Strategic Communications, Customer Relations, Public Speaking, Presentation Development, Customer Service, Technology Leadership, Portfolio Management, Change Management, Strategic Financial..., Budgets, Management, Mergers & Acquisitions, Team Management, Securities, Mutual Funds, SDLC, Asset Allocation, Financial Advisory, Process Improvement, Financial Services, Asset Management, Retirement, Risk Management, Retirement Planning, Wealth Management, Business Analysis, Investment Strategies, Investment Advisory, Vendor Management, Program Management, Product Innovation

Education
Eckerd College   1990 — 1994
B.A., Business Management

Andre De Casteja Andre De Casteja Greater New York City Area Details
Andre De Casteja's Raymond James Financial Experience Senior VPRaymond James2000 - Present
Job Sr. VP at Raymond James Financial
Industry Capital Markets
Experience
Raymond James Financial   Senior VPRaymond James2000 - Present
Needham & Company  January 1997 - September 2000
Sherwood Securities  1996 - 1998

Education
Boston College   1991 — 1995
BA, International Trade

Deerfield Academy   1988 — 1991
High School

Eaglebrook School

Yaron Ron Reuven Yaron Ron Reuven Boca Raton, Florida Details
Yaron Ron Reuven's Raymond James Financial Experience June 2001 - September 2003
Job Public Speaker
Industry Professional Training & Coaching
Experience
Team HaShem   January 2014 - Present
CEO Clubs   January 2008 - Present
Reuven Capital Investments   August 2007 - April 2015
Reuven Enterprises   March 2003 - January 2013
Raymond James Financial   June 2001 - September 2003

Skills
Investments, Hedge Funds, Financial Regulation, Alternative Investments, Investment Strategies, Municipal Bonds, Equity Research, Equity Valuation, Business Analysis, Fundamental Analysis, Due Diligence, Valuation, Portfolio Management, Private Equity, Equities, Capital Markets, Trading, Financial Services, Financial Advisory, Financial Modeling, Fixed Income, Strategic Financial..., Securities, Mutual Funds, Finance, Derivatives, Investment Management, Series 7, Asset Management, FINRA, Financial Risk, Asset Allocation, Options, Bonds, Financial Markets, Retirement, Investment Advisory, Equity Trading, ETFs, Wealth Management, Wealth, Commodity, High Net Worth...

Education
Binghamton University - School of Management   1998 — 1999

Craig Kessler Craig Kessler Indianapolis, Indiana Area Details
Craig Kessler's Raymond James Financial Experience September 2007 - December 2008
Job President of Kessler Investment Group, LLC
Industry Investment Management
Experience
Kessler Investment Group, LLC   January 2009 - Present
Raymond James Financial   September 2007 - December 2008
Kirr, Marbach & Company, LLC   March 2001 - September 2007
5/3 Securities   1999 - 2001

Skills
Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Investment Advisory, Investment Management, Asset Managment, Financial Analysis, Financial Advisory, Series 7, Alternative Investments, Equity Research, Mutual Funds, Hedge Funds, Equities, Private Equity, Bloomberg, Financial Modeling, Valuation, Asset Management

Education
UCLA Anderson School of Management   2008 — 2009
Personal Finance

Butler University   1988 — 1992
B.A., Economics

The University of Glasgow   1990 — 1990
Economics

Columbus East   1984 — 1988

Nicole D. Mignone Nicole D. Mignone Las Vegas, Nevada Area Details
Nicole D. Mignone's Raymond James Financial Experience 1993 - 1994
Job Legal Counsel,Advisor ★ Providing Strategic Ideas, Connections & Communications to CauseDriven Projects & Organizations
Industry Program Development
Experience
Texas Attorney General  2013 - 2014
U.S. Bankruptcy Court, E.D. N.Y.   2008 - 2013
United States Bankruptcy Court ND Texas   2006 - August 2008
The Alchemy of Balance   1999 - 2006
Austin Technology Council  2001 - 2002
TelCom Semiconductor  1996 - 1999
All American  1995 - 1996
TDK  1995 - 1995
Raymond James Financial   1993 - 1994
Japan Exchange and Teaching Program(me) (JET)   July 1991 - July 1993

Skills
Legal Research, Legal Writing, Bankruptcy, Legal Issues, Courts, Public Speaking, Mediation, Creative Writing, Coaching, Business Development, Strategic Planning, Management, Marketing Strategy, Writing, Start-ups, Marketing, Business Planning, Travel Writing, Life Coaching, Ethics, Sales, Business Coaching, Professional Coaching, Entrepreneurship, Strategy, Training, Program Management, Analysis, Mentoring, Litigation, Project Management, Research, Consulting

Education
St. Mary's University School of Law   2003 — 2006
J.D.

The College of Metaphysical Studies   1999 — 2003
ThD

University of Phoenix   1996 — 1999
Master of Business Administration (M.B.A.)

Eckerd College   1989 — 1991
BA

Kansai Gaidai University   1990 — 1990
Spring Semester

Amanda Bradley, PHR Amanda Bradley, PHR Cleveland/Akron, Ohio Area Details
Amanda Bradley, PHR's Raymond James Financial Experience September 2008 - December 2009
Job HR Manager at The Center for Health Affairs/CHAMPS Healthcare
Industry Human Resources
Experience
The Center for Health Affairs / CHAMPS Healthcare  January 2015 - Present
The Center for Health Affairs/CHAMPS Healthcare   January 2012 - December 2014
The Center for Health Affairs  October 2010 - December 2011
The Center for Health Affairs  May 2010 - October 2010
Hoya Vision Care  December 2009 - May 2010
Raymond James Financial   September 2008 - December 2009
The Center for Health Affairs  April 2009 - November 2009
Barnes Wendling CPAs, Inc.   January 2005 - May 2008

Skills
SPHR, Employee Benefits, Employee Relations, Onboarding, Recruiting, Human Resources, HRIS, Deferred Compensation, HR Policies, New Hire Orientations, FMLA, Employment Law, Interviews, Personnel Management, Hiring, Talent Acquisition, Training, Applicant Tracking..., Payroll, Resume Writing, Policy, Employer Branding, Legal Compliance, Organizational..., Job Fairs, Management, PeopleSoft, Job Descriptions, Time Management, Administration, Internet Recruiting, HR Consulting, Job Analysis, Program Management, Conflict Resolution, Leadership, Labor Relations, Customer Service, Succession Planning, Workforce Planning, Employee Training, Salary, Taleo, Performance Management, Benefits Administration, Career Development, College Recruiting, Talent Management, Temporary Placement, Workers Compensation

Education
Kent State University   2014 — 2014
Certificate in Training and Development, Workforce Development and Training

Cleveland State University   2005 — 2009
BBA, Management and Labor Relations

Dylan Hernandez Dylan Hernandez Greater Chicago Area Details
Dylan Hernandez's Raymond James Financial Experience September 2008 - October 2010
Job Financial Services Professional
Industry Financial Services
Experience
Citi  April 2015 - Present
Fifth Third Securities  October 2010 - April 2015
Raymond James Financial   September 2008 - October 2010
Midwest Financial & Investment Services / Raymond James   November 2005 - September 2008
Falcon Capital Partners, LLC  October 1999 - November 2002
Superior Bank  April 1998 - September 1999

Skills
Series 7, Life & Health Insurance..., Series 24, Series 66, Relationship Management, Financial Modeling, Separately Managed..., Wealth Management..., Series 63

Education
California State University-Sacramento

Dale Carnegie

Tina Nyp Tina Nyp Tampa/St. Petersburg, Florida Area Details
Tina Nyp's Raymond James Financial Experience May 2005 - September 2007
Job Assistant to the Publisher/Chairman at duPont Publishing
Industry Publishing
Experience
duPont Publishing  September 2007 - Present
Raymond James Financial   May 2005 - September 2007
Eckerd Corporation  January 2003 - April 2005

Skills
Event Planning, Customer Service, Online Advertising, Advertising, Administrative Work, Social Media, Office Management, Social Media Marketing, Copy Editing, Facebook, Email Marketing, Microsoft Office, Marketing Communications, Microsoft Excel, General Business..., Bookkeeping, Budgets, Marketing, Management, Online Marketing, Executive Support, Editing, Social Networking, Public Relations, Publishing, Copywriting

Education
Davenport University   2000 — 2006
BBA, Marketing, Communications

James Cummins James Cummins Collierville, Tennessee Details
James Cummins's Raymond James Financial Experience April 2012 - December 2012
Job Senior IT Analyst
Industry Mechanical or Industrial Engineering
Experience
Carrier Corporation  December 2012 - Present
Raymond James Financial   April 2012 - December 2012
Morgan Keegan and Co., Inc   February 2007 - April 2012

Skills
Microsoft SQL Server, .NET, C#, Visual Studio, Crystal Reports, Databases, ASP.NET, jQuery, Web Services, SQL, Oracle, JavaScript, Software Development, Cognos, SSIS, IIS, T-SQL, Stored Procedures, Project Management, HTML, ASP.NET AJAX, ADO.NET, XML, AJAX, PL/SQL, LINQ, Programming, Agile Application..., Quantitative Analytics

Education
Boston University   2015 — 2017
Master's Degree, Computer and Information Sciences, General

The University of Memphis   2005 — 2007
Bachelor of Business Administration (BBA), Management Information Systems

Hinds Community College   2002 — 2005
Associate of Arts (AA), Business Administration

Patrick McMullen Patrick McMullen Orlando, Florida Area Details
Patrick McMullen's Raymond James Financial Experience September 2006 - May 2008
Job
Industry Hospitality
Experience
Walt Disney Parks & Resorts  May 2008 - Present
Raymond James Financial   September 2006 - May 2008
Bausch & Lomb  May 2005 - September 2006
Royal Bank of Scotland (RBS)   March 2004 - May 2005
People's Bank  February 2002 - March 2004
People's Bank  November 1999 - February 2002
People's Bank  1998 - November 1999
People's United Bank  1996 - 1998
People's United Bank  1994 - 1996
Union Trust Mortgage Services  1989 - 1992

Skills
SAS, SQL, Data Modeling, Data Architecture, Database Design, Data Management, ER/Studio, Databases, Data Warehousing, Requirements Analysis, Erwin, Credit Risk, Data Integration, SOA, Consumer Credit, ETL, Oracle, PL/SQL, Master Data Management, Enterprise Architecture, Credit Cards, Data Warehouse..., Hospitality, Banking, Business Intelligence, Business Intelligence..., SDLC, Data Analysis, Financial Services, Business Analysis, Microsoft SQL Server, Data Governance, Teradata, Relational Databases, Pharmaceutical Industry, Investments, Requirements Gathering, Dimensional Modeling, Data Quality, Consumer Lending

Education
University of New Haven   1992 — 1996
MBA

University of Connecticut   1986 — 1988
BA

Columbia University in the City of New York   1984 — 1985

St Joseph's High School   1980 — 1984

Andrew L. Billmyer Andrew L. Billmyer Chicago, Illinois Details
Andrew L. Billmyer's Raymond James Financial Experience January 2004 - September 2008
Job Store Manager at Swarovski
Industry Marketing and Advertising
Experience
Swarovski  October 2014 - Present
Links of London  June 2013 - October 2014
Links of London  April 2012 - June 2013
XPO Logistics, Inc.   October 2012 - March 2013
The Chicago Phoenix   January 2012 - June 2012
NBC  November 2011 - January 2012
The Chronicle Newspaper & ECHO Magazine   February 2011 - November 2011
ZARA International  May 2011 - September 2011
Columbia College Chicago  January 2010 - February 2011
Raymond James Financial   January 2004 - September 2008

Skills
Publications, Customer Service, Research, Writing, Advertising Sales, Print, Interactive,..., Motivational Speaking, Public Speaking, Engaging People, Salesforce.com, Management, Advertising, Marketing Communications, Public Relations, Lead Generation, Integrated Marketing, Copywriting, Facebook, Event Planning, Press Releases, Marketing, Training, Brand Development, Sales, Social Media Marketing, Time Management

Education
Columbia College Chicago   2008 — 2012
Bachelor's degree, Marketing, Advertising -- Media Planning/Buying

Angela Wright, CFP®, CIMA®, CDFA™ Angela Wright, CFP®, CIMA®, CDFA™ Tampa/St. Petersburg, Florida Area Details
Angela Wright, CFP®, CIMA®, CDFA™'s Raymond James Financial Experience May 2002 - August 2005
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones  December 2010 - Present
Russell Investments  November 2005 - January 2011
Raymond James Financial   May 2002 - August 2005

Skills
Certified Financial..., Certified Divorce..., Series 7, Series 66, Life, Health and..., Strategic Financial..., Retirement Planning, Asset Managment, Investment Management, Mutual Funds, Asset Allocation, ETFs, Investment Strategies, Alternative Investments, Wealth Management, 401k, Separately Managed..., 529 Plans, Asset Management

Education
Institute for Divorce Financial Analysts   2011 — 2012
Certified Divorce Financial Analyst, Financial Planning and Services

College for Financial Planning   2008 — 2010
Certified Financial Planner, Financial Planning and Services

University of South Florida   2004 — 2005
MBA, Marketing, Management, International

Stetson University   1998 — 2002
Bachelor's, Finance

Scott Nolan Scott Nolan Casper, Wyoming Area Details
Scott Nolan's Raymond James Financial Experience 1999 - 2006
Job Business Instructor and Department Head for Business at Casper College
Industry Higher Education
Experience
Casper College  2008 - Present
Wyoming Medical Center  2006 - 2008
Raymond James Financial   1999 - 2006
PGA Golf Clubs & Self Employed   1995 - 1999

Skills
Adult Education, Higher Education, Golf, Teaching, Management, Strategic Planning, Distance Learning, Public Speaking, Investments, Project Management, Student Affairs

Education
University of Wyoming College of Business   2006 — 2008
MBA, Business Administration

University of Tampa - John H. Sykes College of Business   2000 — 2004
Graduate studies: Economics

Flagler College   1991 — 1995
BA, Business Administration & Economics

Worland Senior High School   1990 — 1991

Greybull High School   1988 — 1990

Diane Laing, CIA, CISA, CFSA, CRMA Diane Laing, CIA, CISA, CFSA, CRMA Stamford, Connecticut Details
Diane Laing, CIA, CISA, CFSA, CRMA's Raymond James Financial Experience February 1994 - January 2006
Job Internal Audit Quality Assurance
Industry Financial Services
Experience
GE Capital  January 2015 - Present
JPMorgan Chase  May 2014 - January 2015
Societe Generale  November 2008 - May 2014
UBS Investment Bank  January 2006 - November 2008
Raymond James Financial   February 1994 - January 2006
Goldome Federal Savings Bank   August 1991 - February 1994
The Washington Trust Company  May 1983 - July 1991

Skills
Equities, Internal Audit, Auditing, Fixed Income, Sarbanes-Oxley Act, Securities, Prime Brokerage, Operational Risk, AML, Anti Money Laundering, Internal Controls, Banking

Education
Florida Metropolitan University   1993 — 1996
BS, Accounting

Community College of Rhode Island   1986 — 1991
Accounting

Thames Valley State Technical College   1983 — 1985
Information Technology

University of Rhode Island   1980 — 1981
Information Technology

BS Accounting
Bachelor of Science (B.S.), Accounting

Robert Everts Robert Everts Midland, Michigan Details
Robert Everts's Raymond James Financial Experience December 1998 - February 2006
Job Account Executive at Impact Analytical
Industry Chemicals
Experience
Impact Analytical  February 2008 - Present
Waddell & Reed  January 2007 - January 2008
Raymond James Financial   December 1998 - February 2006
Dow Chemical  December 1995 - June 1998

Skills
HPLC, FDA, GLP, Product Development, GMP, R&D, Manufacturing, Chemistry, Pharmaceutical Industry, Laboratory, Quality Control, B2B, Analytical Chemistry, Validation, Gas Chromatography, Characterization, Plastics, Sales, Polymers

Education
Ferris State University   1989 — 1995
Bachelor of Science, Industrial and Environmental Health Management

Ferris State University   1989 — 1991
Associates of Applied Science, Plastics Engineering

Juniata Christian

Juniata Christian

Betty Baize Betty Baize Tampa/St. Petersburg, Florida Area Details
Betty Baize's Raymond James Financial Experience April 2010 - February 2012
Job
Industry Financial Services
Experience
Raymond James Financial Inc.  July 2013 - Present
Raymond James Financial Inc.  February 2012 - June 2013
Raymond James Financial   April 2010 - February 2012
Coodinated Child Care of Pinellas   June 2009 - April 2010
Franklin Templeton Investments  February 2005 - April 2009
Franklin Templeton Investments  February 2003 - February 2005
Franklin Templeton Investments  June 1998 - February 2003

Skills
Process Improvement, Mutual Funds, Risk Management, Business Analysis, Visio, Vendor Management, Business Process..., PMO, Requirements Analysis, SDLC, Project Management, Management

Education
Eckerd College
B.A.

Chih-Pin Lu Chih-Pin Lu Tampa/St. Petersburg, Florida Area Details
Chih-Pin Lu's Raymond James Financial Experience November 2007 - Present
Job Chief Counsel, Asset Management Group at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   November 2008 - Present
Raymond James Financial   November 2007 - Present
ACC  2008 - 2014
Johnson, Pope, Bokor, Ruppel & Burns, LLP   2005 - 2007
US Securities and Exchange Commission  1997 - 2005
Securities and Exchange Commission  1997 - 2005
Federal Public Defender  1992 - 1997

Skills
Asset Managment, Securities Regulation, Securities, Compliance, SEC, Corporate Law, Management, Enforcement, Fraud, Litigation, FINRA, Asset Management, Due Diligence, Securities Litigation, AML, Arbitration, Corporate Governance, Hedge Funds, Private Equity, Capital Markets, Financial Services, Investment Advisory, Private Placements, Mutual Funds, Investments, Mergers & Acquisitions, Finance, Legal Research, Legal Writing, Commercial Litigation, Alternative Investments, Civil Litigation

Education
Boston College Law School   1987 — 1990
JD

Columbia University - School of International and Public Affairs   1986 — 1987

Tufts University   1982 — 1986
BA, International Relations/German language

East China Normal University   1982 — 1982
Chinese Language

Rebecca Grisco Rebecca Grisco Greater Grand Rapids, Michigan Area Details
Rebecca Grisco's Raymond James Financial Experience January 2003 - June 2010
Job Registered Sales Assistant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  July 2012 - Present
Grisco Household   June 2008 - Present
Raymond James  May 2003 - June 2010
Raymond James Financial   January 2003 - June 2010
Raymond James  2002 - 2009

Skills
Asset Managment, Series 7, Microsoft Office, IRAs, Retirement Planning, Wealth Management, Asset Allocation, 401k, Mutual Funds, Securities, Investment Strategies, Strategic Planning, Office Administration

Education
Cedarville University   1997 — 2001
BA, Finance

Mark Minder Mark Minder Grand Blanc, Michigan Details
Mark Minder's Raymond James Financial Experience March 2007 - November 2008
Job RFC, Owner of Minder Planning Group
Industry Investment Management
Experience
Minder Planning Group   June 2009 - Present
Raymond James Financial   March 2007 - November 2008
TIAA-CREF  2006 - 2007
cuna mutual  2005 - 2006
Fifth Third Bank  2004 - 2005
Charles Schwab  February 1999 - March 2004

Skills
Retirement Planning, Estate Planning, Pensions, Financial Planning, Asset Management, Portfolio Management, Insurance Planning, Investments, Retirement, 401k, IRA's, Planning, Wealth Management, Asset Allocation, Investment Advisory, Financial Advice, Investment Strategies, Income Protection, Savings, Strategic Planning, Defined Benefit, Wealth Accumulation, Alternative Investments, Business Planning, Wealth Transfer, Retirement Income..., Mutual Funds, High Net Worth..., Financial Advisory, Wealth, Fixed Income, Term Life Insurance, IRAs, Strategic Financial..., Financial Services, Employee Benefits, Investment Management, Personal Finance

Education
Davenport University-Eastern Region   1991 — 1996
Bachelor of Business Administration, Management

Lake Superior State University   1990 — 1991

Anthony Fratello Anthony Fratello Tampa/St. Petersburg, Florida Area Details
Anthony Fratello's Raymond James Financial Experience January 1999 - November 2005
Job Field Technology Support Specialist at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   July 2006 - Present
InterSecurities, Inc.   July 2006 - September 2009
Raymond James Financial   January 1999 - November 2005
Soloman Brothers   September 1997 - July 1998
Nippon Credit Bank  January 1990 - July 1997

Skills
Customer Experience, Customer Satisfaction, Knowledge Sharing, Instructor-led Training, Problem Solving, Technical Support, Training, Insurance, Securities, Program Management, Sales, Access, Business Analysis, Retirement, Microsoft Excel, Financial Planning, Process Improvement, Mutual Funds, Customer Service, Troubleshooting, Call Center, Series 24, Banking, Life Insurance, Financial Planners, Investment Strategies, Retirement Planning, Selling, Wealth Management..., 401k, Financial Advisory, Investment Advisory, Series 6, Series 7, Financial Services, Management, Portfolio Management, Investment Management, Operations Management, Wealth, Strategic Financial..., IRAs, Series 63, Microsoft Office, FINRA, Investments, Estate Planning, Strategic Planning, Fixed Annuities, Integration

Education
City University of New York City College   1984 — 1986
A.A.S., Dental Technology

Raymond Coleman, MBA Raymond Coleman, MBA Greater Atlanta Area Details
Raymond Coleman, MBA's Raymond James Financial Experience July 2000 - February 2005
Job Customer Care at Cbeyond
Industry Information Technology and Services
Experience
Cbeyond  June 2010 - Present
University of Phoenix  May 2003 - Present
MetLife  June 2006 - August 2008
Faircloth Information Technology Systems, Inc. (FIT Systems)   May 2005 - March 2006
Raymond James Financial   July 2000 - February 2005
Accenture  February 1998 - May 2000
Parachute Infantry   April 1988 - December 1991

Skills
Project Management, Management

Education
Florida Agricultural and Mechanical University   1992 — 1997
MBA, Production and Operations Management

Florida Agricultural and Mechanical University   1992 — 1997
BS, Sociology

University of Florida   1981 — 1986
BSBA, Business Administration, Major: Marketing

Bob Manchen Bob Manchen Princeton, New Jersey Details
Bob Manchen's Raymond James Financial Experience May 2004 - July 2004
Job CIO at Princeton Theological Seminary
Industry Investment Management
Experience
Princeton Theological Seminary  January 2013 - Present
Global Endowment Management  September 2008 - December 2012
DUMAC, LLC (formerly Duke Management Company)   July 2005 - August 2008
Condor Capital Management  June 1999 - June 2005
Raymond James Financial   May 2004 - July 2004

Skills
Hedge Funds, Alternative Investments, Asset Managment, Investments, Portfolio Management, Equities, Valuation, Asset Allocation, Investment Strategies, Emerging Markets, Due Diligence, Equity Research, Financial Analysis, Investment Management, Asset Management, Series 7, Mutual Funds, Securities, Derivatives, Financial Markets

Education
London School of Economics   2005 — 2005
Exchange student, Institute of Interdisciplinary Management Exchange (IMEX) Programme

Duke University - The Fuqua School of Business   2003 — 2005
MBA, N/A, 3.9

Duke University   1995 — 1999
BS, Economics; 2nd major in Mathematics; certificate in Markets & Management, 3.9

Greg Kuzma Greg Kuzma Sarasota, Florida Area Details
Greg Kuzma's Raymond James Financial Experience September 2007 - Present
Job
Industry Capital Markets
Experience
Raymond James Financial   September 2007 - Present
AK Steel Corporation  April 2001 - June 2004
Arvin Industries, Inc.   May 1999 - April 2001

Education
Columbia University - Columbia Business School   1978 — 1979
MBA

Georgetown University   1968 — 1972
BSBA

Andrew Deringer Andrew Deringer San Francisco, California Details
Andrew Deringer's Raymond James Financial Experience June 2002 - June 2003
Job
Industry Financial Services
Experience
Lending Club  February 2014 - Present
Morgan Stanley  January 2008 - January 2014
Morgan Stanley  January 2012 - February 2013
Howe Barnes Hoefer & Arnett  June 2006 - December 2007
Federal Reserve Bank of Chicago  2003 - 2006
Raymond James Financial   June 2002 - June 2003
Raymond James & Associates  June 2000 - June 2002

Skills
Strategy, Financial Modeling, Valuation, Investment Banking, Capital Markets, Corporate Finance, Series 7

Education
The University of Chicago - Booth School of Business   2004 — 2007
MBA

Eckerd College   1998 — 2002
Bachelor of Arts

Melissa McPherson Melissa McPherson Plano, Texas Details
Melissa McPherson's Raymond James Financial Experience March 2007 - July 2010
Job
Industry Oil & Energy
Experience
GE Energy Management  January 2015 - Present
GE Energy Critical Power   December 2012 - January 2015
UTC Climate, Controls and Security (formerly UTC Fire & Security)   October 2010 - December 2012
Raymond James Financial   March 2007 - July 2010
GE  January 2000 - November 2006

Skills
Talent Acquisition, Workforce Planning, Talent Management, Succession Planning, HR Strategy, Employee Engagement, Employee Relations, Performance Management, Personnel Management, Onboarding, Deferred Compensation, Recruiting, HR Policies, Strategy, Process Improvement, Management, Vendor Management, Internet Recruiting, Temporary Placement, Organizational Design, Leadership, Applicant Tracking..., Organizational..., Six Sigma, Sourcing, Human Resources, Employer Branding, Project Management, Employee Benefits, College Recruiting, Technical Recruiting, HR Consulting, HRIS, Strategic Planning, Organizational..., Coaching, Executive Search, Benefits Administration, Change Management, Career Development, PeopleSoft, Interviews, Employee Training, Labor Relations, New Hire Orientations, Benefits Negotiation, Training, Hiring

Education
University of Miami - School of Business   2004 — 2006
MBA

Eckerd College
Bachelors

Goethe Institut
Certificate

Carol Payne Carol Payne Greater Grand Rapids, Michigan Area Details
Carol Payne's Raymond James Financial Experience 1999 - 2003
Job
Industry Information Technology and Services
Experience
CDW  November 2010 - Present
CDW  2003 - November 2010
Raymond James Financial   1999 - 2003
Follett Software Company  1988 - 1998

Skills
Data Center, Cisco Technologies

Education
Central Michigan University   1982 — 1986
Interpersonal and Public Communication

Blake Murdock Blake Murdock Provo, Utah Area Details
Blake Murdock's Raymond James Financial Experience June 2006 - August 2006
Job Associate at University Venture Fund
Industry Financial Services
Experience
University Venture Fund  January 2007 - Present
Orchard Securities  May 2007 - August 2007
GFSI   January 2007 - April 2007
Raymond James Financial   June 2006 - August 2006
Safeguard Health Enterprises  September 2003 - May 2004

Education
Brigham Young University   2004 — 2008
BS, Financial Services

John Ramdeen CPA, MST John Ramdeen CPA, MST Tampa/St. Petersburg, Florida Area Details
John Ramdeen CPA, MST's Raymond James Financial Experience November 1995 - April 1998
Job International Tax Director
Industry Consumer Services
Experience
Ogle International Tax Advisors   July 2012 - Present
PODS Enterprises, Incorporated   June 2008 - July 2012
Sykes Enterprises, Incorporated  November 2005 - June 2008
Tech Data Corporation  April 1998 - November 2005
Raymond James Financial   November 1995 - April 1998

Skills
RIA, BNA, MS Office, OneSource, CCH, Verticent, Lawson General Ledger, Best FAS, Hyperion Financial..., Khalix, Tax Dimensions, MS Dynamics AX, Atlas, Citrix, Platinum, Computron

Education
Florida Atlantic University   2011 — 2012
Masters, Taxation

University of South Florida   1995 — 2000
Bachelor's degree, Accounting and Finance

Dutchess Community College   1987 — 1992
Associate of Science (A.S.), Business Administration and Management, General

Mark Albrecht Mark Albrecht Greater Salt Lake City Area Details
Mark Albrecht's Raymond James Financial Experience January 2000 - June 2001
Job Product Director at MasteryConnect
Industry Computer Software
Experience
MasteryConnect  April 2015 - Present
School Improvement Network  July 2013 - March 2015
KōDefy   2013 - 2014
Symantec  February 2011 - June 2013
eReinsure   October 2008 - February 2011
Hewlett-Packard  June 2003 - June 2008
Raymond James Financial   January 2000 - June 2001
American Express Financial Advisors  November 1998 - January 2000
Euro RSCG DSW   1995 - 1996

Skills
Cross-functional Team..., Program Management, Product Management, Management, Analysis, Mergers, Budgets, Go-to-market Strategy, Sales, Negotiation, Agile Methodologies, SaaS, Strategic Planning, Competitive Analysis, Business Analysis, Enterprise Software, Product Marketing, Marketing Strategy, Vendor Management, Business Strategy, Team Leadership, Mergers & Acquisitions, Strategic Partnerships, Cloud Computing, Team Building, Leadership Development, Leadership, Strategy, Integration, Product Development, Scrum

Education
University of Michigan - Stephen M. Ross School of Business   2001 — 2003
MBA

Brigham Young University   1995 — 1998
BA

Mark Schyns Mark Schyns Tampa/St. Petersburg, Florida Area Details
Mark Schyns's Raymond James Financial Experience E-Commerce Site DeveloperEckerd2000 - 2005
Job Sr. Software Engineer at Raymond James Financial
Industry Information Technology and Services
Experience
Raymond James Financial   E-Commerce Site DeveloperEckerd2000 - 2005

Skills
SDLC, Team Building, Microsoft SQL Server, SQL, Requirements Analysis, Agile Methodologies, Software Development, Software Engineering, C#, Technical Writing, Mobile Applications, Java, WCF Services, .NET, Visual Studio, SSIS, ASP.NET, T-SQL, Web Services, VB.NET, IIS, SOA, SharePoint, WCF, XML

Education
Central Connecticut State University   1987 — 1991

Lubka Dagorova Lubka Dagorova Greater Boston Area Details
Lubka Dagorova's Raymond James Financial Experience February 2009 - June 2009
Job MBA Candidate at Cornell University Johnson Graduate School of Management
Industry Financial Services
Experience
J.P. Morgan   February 2013 - July 2015
J.P. Morgan   July 2010 - February 2013
Bentley University  September 2008 - May 2010
Raymond James Financial   February 2009 - June 2009

Skills
Financial Modeling, Bloomberg, Equities, Financial Analysis, Investments, Fixed Income, Bloomberg Terminal, Financial Reporting, Equity Research, Microsoft Excel, Microsoft Office, Mutual Funds, Portfolio Management, Analysis, Finance, Management, Financial Accounting, Data Analysis

Education
Cornell University - Johnson Graduate School of Management   2015 — 2017
Master of Business Administration (MBA)

Bentley University   2006 — 2010
Bachelor of Science (B.S.), Corporate Finance and Accounting

Dubai American Academy   2004 — 2006
International Baccalaureate

Elizabeth Gebhart Elizabeth Gebhart Huntsville, Alabama Area Details
Elizabeth Gebhart's Raymond James Financial Experience 2008 - 2009
Job Registered Nurse at St. Vincent's Hospital Birmingham
Industry Hospital & Health Care
Experience
Decatur Morgan Hospital  February 2013 - Present
Decatur General Hospital  October 2010 - February 2013
Hartselle Hospital   March 2010 - October 2011
Raymond James Financial   2008 - 2009

Skills
Healthcare, Research, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Nonprofits, Fundraising, Event Planning, Community Outreach, Leadership, Microsoft Office, Teaching, HIPAA, Hospitals, Cpr Certified

Education
John C Calhoun State Community College   2010 — 2013
Associate's degree, Registered Nursing/Registered Nurse

St. John's College (NM)   2004 — 2006
M.A., Philosophy

Birmingham-Southern College   2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government, Cum Laude

Danny Quattlebaum Danny Quattlebaum Tampa/St. Petersburg, Florida Area Details
Danny Quattlebaum's Raymond James Financial Experience 2006 - 2011
Job Chief Technology Officer GFPC
Industry Financial Services
Experience
Global Financial Private Capital, LLC  April 2014 - Present
Raymond James  2011 - March 2014
Raymond James Financial   2006 - 2011
Raymond James Financial Inc.  1999 - 2006
Raymond James Financial Inc.  1994 - 1999

Skills
Product Management, Series 7, Portfolio Management, Securities, Mutual Funds, Business Analysis, Series 24, Process Improvement, Requirements Analysis, Series 6, Series 63, Pragmatic Marketing..., SDLC, Trading, Financial Markets, FINRA, Business Requirements, Business Process, Software Project..., Stocks, Capital Markets, Back Office, Analysis, Financial Services, Options, Vendor Management, Asset Allocation, Investment Advisory, ETFs, Uniform Combined State..., Wealth Management, Investment Strategies, Retirement Planning, Financial Advisory, Retirement, Alternative Investments, Investments, Equities, Fixed Income, 401k, Asset Management, Strategic Financial..., Fixed Annuities, Hedge Funds, Equity Research, Wealth Management..., Investment Management, Risk Management, Series 65, Trading Systems

Education
Eckerd College   2009 — 2013
Bachelor of Arts (BA), Business Management, High Honors

Melinda Gaertner Melinda Gaertner Greater New York City Area Details
Melinda Gaertner's Raymond James Financial Experience January 2006 - July 2008
Job Investment Services & Marketing Administrator at Precision Financial Services
Industry Financial Services
Experience
Precision Financial Services  January 2012 - Present
State of New Jersey  June 2005 - Present
Nisivoccia LLP  January 2011 - December 2011
Liberty Tax Service  January 2011 - May 2011
VALIC  November 2010 - January 2011
Morristown Financial Group   July 2008 - May 2010
Timothy J. Brunnock, Esq   July 2008 - May 2010
Raymond James Financial   January 2006 - July 2008
RBC Dain Rauscher (formerly Gibraltar Securities)   May 2001 - January 2006
Hennion & Walsh  December 1999 - May 2001

Skills
Financial Services, series 66, Series 7, Strategic Financial..., Securities, Estate Planning, Retirement Planning, Appointment Scheduling, Investments, Insurance, Mutual Funds, Financial Planners, Administrative..., Superior Client Service, Marketing Communications, Software Documentation, Organization, Problem Solving

Education
Liberty Tax   2010 — 2010
Tax Preparation

County College of Morris   2000 — 2001
Business

Lenape Valley Regional High School   1992 — 1996

Dave Rettig Dave Rettig Tampa/St. Petersburg, Florida Area Details
Dave Rettig's Raymond James Financial Experience 2005 - January 2007
Job User Experience Professional
Industry Financial Services
Experience
Independent  October 2013 - Present
Raymond James & Assoc.   2007 - October 2013
Raymond James Financial   2005 - January 2007
Raymond James Financial Inc.  January 2001 - January 2005

Skills
User Experience, SDLC, Business Analysis, Series 7, Program Management, Competitive Analysis, Product Management, Software Development, Marketing, Financial Services, Visio, Management, Requirements Analysis, SharePoint, Enterprise Software, Enterprise Architecture, Web Applications, Process Improvement, Vendor Management, Project Management

Education
Eckerd College
BA, Philosophy

University of South Florida-St. Petersburg Campus
MBA, Business Administration and Management, General

Gregory Abdo Gregory Abdo Greater Philadelphia Area Details
Gregory Abdo's Raymond James Financial Experience 2008 - 2008
Job Index/ETF Options Trader at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group  March 2012 - Present
Susquehanna International Group  June 2011 - May 2012
Susquehanna International Group  August 2010 - June 2011
Susquehanna International Group  June 2009 - August 2009
Raymond James Financial   2008 - 2008
FullArmor   June 2007 - August 2007

Skills
Equities, Bloomberg, Financial Modeling, Derivatives, Options, Trading

Education
Brown University   2006 — 2010
Bachelor of Science (B.S.), Computer Science and Economics

Jim McCloy, GBA Jim McCloy, GBA Lansing, Michigan Area Details
Jim McCloy, GBA's Raymond James Financial Experience December 1998 - October 2003
Job Senior Sales Executive at McLaren Health Plan
Industry Health, Wellness and Fitness
Experience
McLaren Health Plan  December 2011 - Present
Physicians Health Plan of Mid Michigan   February 2008 - December 2011
First Franklin Financial  October 2003 - January 2008
Raymond James Financial   December 1998 - October 2003
Olde Discount Brokers  October 1995 - December 1998

Skills
New Business Development, Microsoft Office, Sales, Selling, Employee Benefits, Health Insurance, Insurance, Sales Operations, Leadership, Cold Calling, Benefits Administration, Sales Process, Strategic Planning, Management, Business Planning, Healthcare, Managed Care, Product Development, Team Building, Time Management

Education
Eastern Michigan University   1992 — 1994
BS, Business Management

Brendan Ryan Brendan Ryan Greater Boston Area Details
Brendan Ryan's Raymond James Financial Experience 2009 - November 2012
Job Managing Director at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc.  November 2012 - Present
Raymond James Financial   2009 - November 2012
Lane Berry & Co   July 2005 - April 2009
Landmark Partners  June 1999 - May 2003

Education
University of Virginia - Darden Graduate School of Business Administration   2003 — 2005
MBA

Bowdoin College   1995 — 1999

Hotchkiss   1994 — 1995

Aimee Baehr Aimee Baehr Greater Philadelphia Area Details
Aimee Baehr's Raymond James Financial Experience May 2004 - January 2006
Job Senior Associate at Total Alignment Wealth Advisors, LLC
Industry Financial Services
Experience
Total Alignment Wealth Advisors, LLC   January 2013 - Present
Self Employed  March 2006 - December 2012
Raymond James Financial   May 2004 - January 2006
Edward Jones  April 2001 - May 2004

Skills
Investments, Finance, Retirement Planning, Customer Service, Wealth Management, Retirement, Strategic Financial..., Estate Planning, Investment Advisory, Securities, Financial Advisory, Wealth Management..., Financial Planners, Series 7, Series 63, Series 65, High Net Worth..., Wealth Accumulation

Education
College for Financial Planning   2012 — 2014
Certified Financial Planner, Financial Planning and Services

Rowan University   1997 — 2002
Bachelor of Arts, Economics

Brad Simek Brad Simek Chicago, Illinois Details
Brad Simek's Raymond James Financial Experience 2003 - 2006
Job Sales Executive, SunGard Relius
Industry Financial Services
Experience
SunGard  October 2013 - Present
Mobile Assistant   November 2009 - October 2013
Lincoln Financial Group  October 2006 - April 2009
Raymond James Financial   2003 - 2006
Scudder Investments  1998 - 2003
CIGNA  1997 - 1998

Skills
Marketing, HIPAA, Insurance, Retirement, Mutual Funds, Series 7, Sales, Retirement Planning, Business Development, 401k, Securities, Fixed Annuities, Employee Benefits, Asset Allocation, Investments, Business Planning, Sales Management, Wealth Management, Strategic Planning, Management, New Business Development, Financial Services, Investment Advisory, Series 63

Education
Eastern Illinois University   1988 — 1992
BA, Economics

Paul Joe Paul Joe Tampa/St. Petersburg, Florida Area Details
Paul Joe's Raymond James Financial Experience April 2006 - Present
Job DBA at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial   April 2006 - Present
EUR SYSTEMS  June 1999 - January 2006
IT, Inland Revenue Dept, New Zealand   1995 - 1998

Skills
Microsoft SQL Server, T-SQL, Database Administration, SSIS, SQL Tuning, Performance Tuning, Oracle, Stored Procedures, Databases, Database Design, Data Architecture, SQL, SSRS, ETL, Data Warehousing, Data Modeling, Data Warehouse..., GoldenGate, Replication, Data Integration, Disaster Recovery, DTS, SDLC, Requirements Analysis, Systems Analysis, Netezza, Unix, Analysis Services, Relational Databases, IIS, Unix Shell Scripting, PL\SQL, ODI, PL/SQL

Education
Chongqing University   1986 — 1988
Master of Sci, Automatic Control Theory

Jiangsu University   1978 — 1982
Bachelor of Science (BS), Electrical and Electronics Engineering

Patty Rende Patty Rende Tampa/St. Petersburg, Florida Area Details
Patty Rende's Raymond James Financial Experience January 2007 - March 2009
Job Vice President Tax and Accounting at Business Continuity Solutions, Inc.
Industry Accounting
Experience
Business Continuity Solutions, Inc.   March 2009 - Present
Raymond James Financial   January 2007 - March 2009
Citigroup  June 2008 - November 2008
Global Signal Corporation   March 2005 - December 2006
Small Business Management Associates   January 1995 - March 2006
Melville Corporation  1985 - 1990

Education
Dean College   1972 — 1974

University at Albany, SUNY
Bachelor's, Accounting

Kent Christian Kent Christian Greater St. Louis Area Details
Kent Christian's Raymond James Financial Experience December 2003 - December 2005
Job President at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors  July 2012 - Present
Wells Fargo Advisors  January 2009 - July 2012
Wachovia Securities  December 2005 - January 2009
Raymond James Financial   December 2003 - December 2005
PlanMember Financial Corporation  December 2000 - December 2003
Banc of America Investments  August 1983 - September 2000
NationsBank  1983 - 2000

Education
Duke University   1979 — 1983
A.B., Economics

Mark Rudden Mark Rudden Greater Boston Area Details
Mark Rudden's Raymond James Financial Experience May 2005 - January 2008
Job Technical Writer and Screencast Producer
Industry Writing and Editing
Experience
Peoplefluent  January 2010 - Present
Authoria  March 2008 - January 2010
Raymond James Financial   May 2005 - January 2008

Skills
Online Help, RoboHelp, FrameMaker, Software Documentation, Technical Documentation, SnagIt, Technical Communication, Captivate, Agile Methodologies, Technical Writing, Visio, PaintShop Pro, Manuals, Wikis, User Assistance, Content Management, Single Sourcing, Information Architecture, MadCap Flare, Adobe Acrobat, Documentation, HTML, Photoshop, Writing, Release Notes, Online Help Development, Microsoft Word, Information Design, Usability Testing, Paint Shop Pro, Agile, Word, Windows, Excel, Microsoft Office, Guides, HTML Help, PDF

Education
Brooklyn College   2005 — 2008

New York Institute of Technology-Old Westbury   1978 — 1979

Rich Harlan Rich Harlan Tampa/St. Petersburg, Florida Area Details
Rich Harlan's Raymond James Financial Experience Support Analyst IIRaymond James & Associates, Inc1999 - Present
Job Support Analyst at Raymond James Financial
Industry Computer Networking
Experience
Raymond James Financial   Support Analyst IIRaymond James & Associates, Inc1999 - Present

Skills
Active Directory, Business Analysis, Disaster Recovery, Process Improvement, Servers, SDLC, SharePoint, Software Documentation, Technical Support, Troubleshooting, Windows 7, Windows Server

Education
Colorado Technical University   1988 — 1990

Tim O'Rourke Tim O'Rourke Greater Atlanta Area Details
Tim O'Rourke's Raymond James Financial Experience December 1990 - January 2004
Job Managing Partner & CEO FinServ Consulting Group
Industry Financial Services
Experience
FinServ Consulting Group   March 2010 - Present
CapAlt   2011 - 2013
WorkLife HR  March 2008 - March 2010
FSC Securities, Inc., AIG Advisor Group   February 2004 - February 2008
AIG Advisor Group  2003 - 2008
Raymond James Financial   December 1990 - January 2004
Raymond James  1990 - 2004
Charter National Life   March 1988 - February 1990
PAMCO Insurance & Securities   December 1985 - February 1988

Skills
Busness Analysis, Investments, Strategic Coaching, Recruiting, Management Consulting, Mergers, Financial Advisory, Retail, Boker-Dealer Analysis, IRIA, Alternative Investments, Leadership, Business Development, Management, Mergers & Acquisitions, Strategic Financial..., Finance, Financial Services, Securities, Public Speaking, Strategy, Mutual Funds, Coaching, New Business Development, Strategic Planning, Sales, Marketing, Consulting, Human Resources, Fixed Annuities, Investment Advisory, 401k, Series 7, Retirement Planning, Insurance, Series 63, Retirement, FINRA, Asset Allocation, Series 24, Financial Planning

Education
California State University-Fullerton   1975 — 1977
Counseling

MacMurray College   1970 — 1974
BS, Education

Paul Azzaro Paul Azzaro Jacksonville, Florida Area Details
Paul Azzaro's Raymond James Financial Experience August 1996 - December 2000
Job Vice President at Janney Montgomery Scott,LLC
Industry Financial Services
Experience
Janney Montgomery Scott  March 2009 - Present
Janney Montgomery Scott LLC  February 2009 - Present
Legg Mason  December 2000 - November 2005
Raymond James Financial   August 1996 - December 2000
EF Hutton  April 1983 - November 1989

Education
Adelphi University   1978 — 1982
Bachelor of Business Administration (BBA), Marketing

Greg Kokemuller Greg Kokemuller Tampa/St. Petersburg, Florida Area Details
Greg Kokemuller's Raymond James Financial Experience September 2006 - Present
Job Compliance Manager at Raymond James
Industry Financial Services
Experience
Raymond James Financial   September 2006 - Present
T. Rowe Price  2002 - 2006

Education
University of South Florida   2008 — 2010

Eckerd College   2000 — 2002

University of Dubuque   1998 — 2000

Keokuk High School   1994 — 1998

Lisa Lombardi Lisa Lombardi Tampa/St. Petersburg, Florida Area Details
Lisa Lombardi's Raymond James Financial Experience January 1997 - September 2014
Job Technology Manager at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   September 2014 - Present
Raymond James Financial   January 1997 - September 2014
Val Pak  1997 - 1997
Travelers Express  1990 - 1997

Skills
SDLC, Requirements Analysis, SQL, Microsoft SQL Server, SharePoint, Visio, SSIS, C#, Agile Methodologies, SSRS, Quality Center, T-SQL, Database Design, ASP.NET, Business Intelligence, Systems Analysis, SOA, Data Modeling, ASP.NET MVC, Visual Studio, Requirements Gathering, IIS, .NET, Enterprise Architecture, Agile Project Management, Web Services, Software Project..., Scrum, UML, Databases, DB2, Data Warehousing, ETL, Software Development, COBOL, TFS, WCF, Crystal Reports, XML, Business Analysis, VB.NET, Software Architectural...

Education
St. Petersburg College   2007 — 2010
Bachelor of Business Administration (BBA), Computer/Information Technology Administration and Management, Cum Laude

Eastfield College   1982 — 1988
Associate in Applied Science (A.S.), Computer Science

ADDITIONAL COURSES
BPM, Oracle, Angular

Brian Klakring Brian Klakring Tampa/St. Petersburg, Florida Area Details
Brian Klakring's Raymond James Financial Experience January 2004 - Present
Job Director of Marketing Research & Analysis at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial   January 2004 - Present
Chevy Chase Bank  December 1998 - April 2003

Education
Cedarville University   1994 — 1998
Accounting, Finance & Marketing

John Putnam John Putnam Tampa/St. Petersburg, Florida Area Details
John Putnam's Raymond James Financial Experience 1987 - 2008
Job Mediator and Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   July 1983 - Present
Scholarship America  1979 - 2011
Raymond James Financial   1987 - 2008
Raymond James  1999 - July 2004
National Association of Securities Dealers Inc.  1976 - 1979

Skills
Investments, Securities, Strategic Financial..., FINRA, Wealth Management, Private Equity, Financial Analysis, Risk Management, Business Strategy, Strategic Planning, Corporate Development, Nonprofits, Public Speaking, Leadership Development, Business Analysis, Organizational..., mediation, Hedge Funds, Alternative Investments, Series 7, Financial Services, Financial Planning, Financial Advisory, Investment Advisory, 401k, Retirement Planning, Retirement, Equities, Mutual Funds, Series 63, Asset Management, Investment Strategies, Asset Allocation, Mergers & Acquisitions, Finance, Series 24, Portfolio Management, Investment Banking, Mediation

Education
Bowdoin College   1961 — 1965
Bachelor of Arts (B.A.), History

Middlesex School   1961 — 1965

Dena Butler Dena Butler Tampa/St. Petersburg, Florida Area Details
Dena Butler's Raymond James Financial Experience
Job Sr. Corporate Communications Specialist at Raymond James Financial
Industry Public Relations and Communications
Experience
Raymond James Financial  

Education
Augustana University (SD)   1994 — 1998
BA, Business Administration; Marketing/Management

Scott Whitley Scott Whitley Tampa/St. Petersburg, Florida Area Details
Scott Whitley's Raymond James Financial Experience Investment RepresentativeEdward Jones1989 - 1994
Job Regional Director at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial   Investment RepresentativeEdward Jones1989 - 1994
Wingate University  1986 - 1989

Education
East Carolina University   1984 — 1986

Winthrop University   1980 — 1984
BME, music education

Bill Tisch Bill Tisch Tampa/St. Petersburg, Florida Area Details
Bill Tisch's Raymond James Financial Experience July 2004 - February 2005
Job Master Security Consultant at HewlettPackard Company
Industry Computer & Network Security
Experience
Hewlett-Packard Company  May 2013 - Present
Verizon Corporation  May 2012 - May 2013
US CENTCOM  January 2012 - September 2012
US EIGHT ARMY (GDIT)   December 2010 - December 2011
US CENTCOM  November 2009 - December 2010
NetIQ  June 2007 - November 2009
CA (Computer Associates)   February 2005 - May 2007
Computer Associates  February 2005 - May 2007
Raymond James Financial   July 2004 - February 2005
Advantech Solutions  May 2002 - May 2003

Skills
Computer Security, CISSP, Security, VMware, Firewalls, Information Security, Windows Server, VMware ESX, Servers, ITIL, VPN, Microsoft Exchange, Switches, Routers

Education
The Ohio State University
BA, Economics

Manatee Community College   1992 — 1993

American Sentinel University
Masters, CIS

Hillsborough Community College
AS, COMPUTER SYSTEM ANALYST

The Ohio State University
BA, Criminial Justice

University of Brighton   1994 — 1996
MS; BA, COMPUER INFORMATION SYSTEMS; ECONOMICS; IT / EDUCATION

University of Brighton
MS; BA, COMPUER INFORMATION SYSTEMS; ECONOMICS; IT / EDUCATION

Robert Van Iderstine Robert Van Iderstine Greater New York City Area Details
Robert Van Iderstine's Raymond James Financial Experience February 2003 - December 2003
Job Director of PE Accounting at Centerbridge Partners L.P.
Industry Accounting
Experience
Centerbridge Partners  December 2014 - Present
Citi Hedge Fund Services North America, Inc.   November 2009 - December 2014
GSC Group Inc.   November 2005 - October 2009
BISYS-RK Alternative Investment Services, Inc.   January 2004 - November 2005
Raymond James Financial   February 2003 - December 2003
RBC Dain Rauscher  July 2001 - February 2003

Education
Fairleigh Dickinson University   1998 — 2002
Bachelors, Finance

Suzanne Decker Denzin Suzanne Decker Denzin Greater Memphis Area Details
Suzanne Decker Denzin's Raymond James Financial Experience July 2013 - Present
Job Infrastructure Manager at Raymond James Financial
Industry Banking
Experience
Raymond James Financial   July 2013 - Present
Morgan Keegan  July 2006 - July 2013

Education
The University of Memphis   1978 — 1979
BA, Business

Arkansas State University   1975 — 1978
Bachelor's degree, Marketing

James Marione James Marione Baltimore, Maryland Area Details
James Marione's Raymond James Financial Experience Financial/Investment AdvisorMetLife Financial ServicesJuly 2005 - June 2006
Job Senior Financial Advisor at Raymond James Financial
Industry Investment Management
Experience
Raymond James Financial   Financial/Investment AdvisorMetLife Financial ServicesJuly 2005 - June 2006

Education
Catonsville Community College   1995 — 1997
Associates, Accounting, Finance, Business Management

Chris Warrington Chris Warrington Boise, Idaho Area Details
Chris Warrington's Raymond James Financial Experience April 2005 - Present
Job Financial Advisor at Campbell Consulting
Industry Financial Services
Experience
Raymond James Financial   April 2005 - Present
Legg Mason  July 2001 - November 2003

Education
Brown University   1997 — 2001
BA, Business Economics/ Organizational Behavior and Management

Wade Lu Wade Lu Greater New York City Area Details
Wade Lu's Raymond James Financial Experience April 2003 - June 2003
Job Senior Manager at Commonwealth Bank
Industry Banking
Experience
Commonwealth Bank of Australia  April 2013 - Present
Morgan Stanley  September 2011 - March 2013
Ernst & Young  June 2010 - September 2011
Bank of America  August 2005 - March 2010
Cypress Semiconductor  December 2003 - March 2004
Raymond James Financial   April 2003 - June 2003

Skills
Credit Risk, Portfolio Management, Basel II, SAS, Credit, Economic Capital, Risk Management, Teradata, Sybase, SQL, Basel III, Matlab, Validation, Quantitative Analytics, Quantitative Risk..., Data Analysis

Education
Cornell University   2004 — 2005
Master, Applied Statistics

University of California, Berkeley
Bachelor, Industrial Engineering Operations Research

New York University

New York University

New York University

Duwayne Walker Duwayne Walker Memphis, Tennessee Details
Duwayne Walker's Raymond James Financial Experience January 2011 - Present
Job Credit Analyst Raymond James
Industry Financial Services
Experience
RAYMOND JAMES FINANCIAL   January 2011 - Present
Northrop Grumman Corporation  June 2009 - August 2009
The New York City Comptroller Office   November 2004 - August 2008

Skills
Strategy, Financial Modeling, Finance, Business Strategy, Analysis, Financial Analysis, Management, Portfolio Management, Valuation, Cross-functional Team..., Municipal Credit..., Excel VBA

Education
CORNELL UNIVERSITY, Johnson Graduate School of Management   2008 — 2010
Master, Business Administration

Cornell University - Johnson Graduate School of Management   2008 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance

Hofstra University   2000 — 2004
Bachelor, Business Administration

Jarred French Jarred French Calgary, Canada Area Details
Jarred French's Raymond James Financial Experience October 2007 - June 2009
Job Consultant, Benefits Strategy at PPI
Industry Insurance
Experience
PPI  August 2014 - Present
Mercer  March 2013 - August 2014
Great-West Life  April 2010 - February 2013
Desjardins Financial Security  June 2009 - April 2010
Raymond James Financial   October 2007 - June 2009

Skills
Insurance, Employee Benefits, Customer Service, Account Management, Negotiation, Sales, Public Speaking, Health Insurance, Disability Insurance, Leadership, Analysis, CRM, Time Management

Education
Carleton University   2002 — 2006
BA, Law

Humberside Collegiate   1997 — 2004

Runnymede Collegiate Institute   1997 — 2004

Harley Adams Harley Adams Greater Atlanta Area Details
Harley Adams's Raymond James Financial Experience May 2001 - August 2001
Job Director, Product Marketing
Industry Marketing and Advertising
Experience
YP  November 2012 - Present
AT&T  April 2005 - May 2012
YourWayLoan (YWL)   2003 - 2004
Raymond James Financial   May 2001 - August 2001
Sprint PCS  1999 - 2000
Capital Land Services (CLS Group)   November 1995 - 1999

Skills
Product Management, Analytics, Strategy, Competitive Analysis, Product Marketing, Segmentation, Marketing Strategy, Go-to-market Strategy, Business Development, Strategic Planning, Business Strategy, Cross-functional Team..., Product Development, Market Research, Market Planning, CRM

Education
Duke University - The Fuqua School of Business   2000 — 2002
MBA

Brigham Young University   1989 — 1995
BA

Don Gage Don Gage Tampa/St. Petersburg, Florida Area Details
Don Gage's Raymond James Financial Experience January 2002 - November 2004
Job Managing Partner
Industry Information Technology and Services
Experience
DSG Consulting  July 2011 - Present
JP Morgan Chase  December 2007 - July 2011
Modis  September 2006 - December 2007
Business Edge Solutions  November 2004 - September 2006
Raymond James Financial   January 2002 - November 2004
Raymond James Financial   July 2000 - January 2001
Steven Richards and Associates (SRA)   May 1999 - January 2000

Skills
Project Management, Portfolio Management, Enterprise Integration, Cash Management, System Conversion, Financial Reporting, Account Management, Banking, SDLC, Software Project..., Business Analysis, Requirements Analysis, PMP, PMO, Business Process, Visio, MS Project, Process Improvement, Requirements Gathering, Program Management, Enterprise Software, Quality Assurance

Education
Villanova University   2003 — 2004
Certificate, Project Management Professional Certification

University of Tampa - John H. Sykes College of Business   2000 — 2002
MBA, Managing Information Systems

Colby College   1995 — 1999
B.A., Administrative Sciences

Colette Carlisle Colette Carlisle Tampa/St. Petersburg, Florida Area Details
Colette Carlisle's Raymond James Financial Experience May 2008 - Present
Job HR Specialist and Advisor at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial   May 2008 - Present
HCR ManorCare  January 2004 - March 2008
Care Resources  December 1999 - January 2004
Johnson, Blakely, Pope, Bokor, Ruppel & Burns   October 1987 - May 1993

Skills
Human Resources, Training, Employee Relations, Recruiting, Benefits Administration, Onboarding, Customer Service, Applicant Tracking..., College Recruiting, Microsoft Office, Spreadsheets, Database Administration, Customer Satisfaction

Education
Eckerd College   1998 — 2000
Human Services, Human Services, General

Gibbs College   1978 — 1980
Associate of Arts - Science, General Business

Katherine Gibbs Business School   1978 — 1980
AAS, Business

Alicia Fretz Alicia Fretz Tampa/St. Petersburg, Florida Area Details
Alicia Fretz's Raymond James Financial Experience Process AnalystKforce Professional Staffing2004 - 2007
Job Senior Technical Writer at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial   Process AnalystKforce Professional Staffing2004 - 2007
Kforce  2003 - 2007
CP Ships  2002 - 2004

Education
DeSales University   1985 — 1989
BA, Business Communications

Jason Kistler Jason Kistler Tampa/St. Petersburg, Florida Area Details
Jason Kistler's Raymond James Financial Experience November 2006 - January 2009
Job IT/Development ManagerIt/Development manager at SMC Software
Industry Computer Software
Experience
SMC Software  May 2014 - Present
SMC Software  May 2013 - May 2014
Sage Business Solutions   September 2010 - November 2012
Singlepoint Consulting   July 2009 - May 2010
Kaplan University  January 2009 - March 2009
Raymond James Financial   November 2006 - January 2009
Fortis Software   July 2006 - November 2006
Verizon Business  May 2005 - July 2006
Danka Office Imaging  October 2002 - May 2005
Danka Office Imaging  May 2002 - October 2002

Skills
Integration, Agile Methodologies, .NET, SDLC, Microsoft SQL Server

Education
Colorado Technical University   2004 — 2007
Bachelor of Science, Software Engineering

David Hausch David Hausch Greater Philadelphia Area Details
David Hausch's Raymond James Financial Experience February 1997 - June 1997
Job Senior Financial Analyst at AT&T
Industry Telecommunications
Experience
AT&T Mobility  March 2011 - Present
AT&T Mobility  August 2003 - March 2011
Technology Resource Management Group   July 2002 - July 2003
MCI WorldCom  December 2000 - March 2002
Quality Communications Incorporated   July 1997 - May 2000
Raymond James Financial   February 1997 - June 1997
Sprint Internet Passport   September 1996 - January 1997
Decision One (Formally Bell Atlantic Business Systems)   February 1995 - July 1996
United States Navy  July 1987 - July 1991

Skills
Accounting, Auditing, Networking, Project Management, Telecommunications, Wireless, Financial Reporting, Management, Process Improvement, Program Management, Troubleshooting, Leadership, Testing, Inventory Management, Team Leadership, Ethernet, Software Documentation, Cross-functional Team..., Analysis, Vendor Management

Education
At&t   2012 — 2012
Certification, Six Sigma Green Belt

Quality Communications Inc   1997 — 1997
Systems Thinking

Delaware County Community College   1992 — 1995
Associates Degree, Telecommunications

MK 19 Gyrocompass Systems   1989 — 1989
Certificate, Operates, tests, and performs organizational and/or intermediate level maintenance on gyrocompasses

Basic Enlisted Submarine School (BESS)   1988 — 1988
Certificate, Submairne System

United States Naval Schools   1987 — 1988
Certificate, Interior Communication Electrician Class A

Ken Avalos Ken Avalos Tampa/St. Petersburg, Florida Area Details
Ken Avalos's Raymond James Financial Experience 2002 - 2008
Job Real Estate Equity Analyst, Canada at Raymond James
Industry Real Estate
Experience
Raymond James  October 2011 - Present
First Potomac Realty Trust  2009 - August 2011
Raymond James Financial   2002 - 2008

Skills
Financial Modeling, Financial Analysis, Investments, Due Diligence, Corporate Finance, Mergers, Financial Reporting, Valuation

Education
New York University - Leonard N. Stern School of Business   2000 — 2002
MBA, Finance, International Business

Boston College   1991 — 1995
BA

Wes Springfield Wes Springfield Tampa/St. Petersburg, Florida Area Details
Wes Springfield's Raymond James Financial Experience June 2007 - January 2011
Job Senior Financial Analyst at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   January 2013 - Present
Raymond James & Associates, Inc   January 2011 - December 2012
Raymond James Financial   June 2007 - January 2011
A. G. Edwards and Sons, Inc.   March 2005 - June 2007
Mezrah Consulting  February 2003 - March 2005
Texas State Senator David Sibley   May 1999 - May 2000

Skills
Series 7, Strategic Financial..., Securities, Financial Analysis, Investments, Mutual Funds, Series 63, Wealth Management, Portfolio Management, Asset Managment, Financial Modeling, Investment Advisory, Asset Allocation, Insurance, Equities, Financial Services, Alternative Investments

Education
University of Tampa - John H. Sykes College of Business   2001 — 2003
MBA, Corporate Finance, Marketing, International Business

Baylor University - Hankamer School of Business   1997 — 2000
BBA, Economics, Management

Stephanie Capuano, CPA, MAcc, MSA Stephanie Capuano, CPA, MAcc, MSA Greater Detroit Area Details
Stephanie Capuano, CPA, MAcc, MSA's Raymond James Financial Experience April 2004 - February 2005
Job Financial Analysis Supervisor
Industry Accounting
Experience
ZF TRW  August 2015 - Present
BorgWarner Inc.  April 2014 - July 2015
BorgWarner Inc.  May 2013 - April 2014
BorgWarner Inc.  December 2011 - May 2013
BorgWarner Inc.  May 2010 - December 2011
BKS Advisors, LLC   January 2006 - February 2009
Morgan Stanley  March 2005 - December 2005
Raymond James Financial   April 2004 - February 2005
Centaurus Financial, Inc.   January 2000 - March 2004

Skills
Balance Sheet Review, P&L Analysis, P&L Forecasting, P&L review, General Ledger, Cash receipts, Cash Management, Accounting Research, Variance Analysis, Financial Variance..., Variance Reports, Accounts Payable &..., Bank Reconciliation, Monthly Close Process, Budget Forecasts, Financial Forecasting

Education
Oakland University   2008 — 2010
Master of Accounting, Accounting

Central Michigan University   2006 — 2007
Master of Science, Administration - concentration in Human Resource Administration

Walsh College   2005 — 2006
Bachelor of Business Administration, Management - concentration in Human Resource Management

Macomb Community College   2000 — 2005
Associate of Business Administration, General Business

Macomb Community College   2000 — 2005
Associate of General Studies, General Studies

Jacques Levy Jacques Levy Tampa/St. Petersburg, Florida Area Details
Jacques Levy's Raymond James Financial Experience July 1999 - December 2010
Job IT Consultant at Technilogika Consulting, Inc.
Industry Banking
Experience
Technilogika Consulting, Inc.   August 2013 - Present
CraftTek Consulting Inc.   2014 - 2014
CraftTek Consulting Inc.   2014 - 2014
CraftTek Consulting Inc.   2013 - 2014
CraftTek Consulting Inc.   2013 - 2014
JP Morgan Chase  December 2010 - August 2013
Raymond James Financial   July 1999 - December 2010

Skills
SQL, Web Services, Microsoft SQL Server, Business Intelligence, ETL, Integration, SDLC, Solution Architecture, Data Warehousing, OLAP, Azure Development, PL/SQL, Project Management, Team Leadership, VB.NET, Analysis Services, ASP.NET, C#, ASP.NET MVC, OData, JavaScript, HTML, Windows Azure, Web Development, Web Services API, AJAX, Advanced CSS, Entity Framework, SOA, JavaScript Libraries, HTML 5, T-SQL Stored Procedures, Relational Databases, SOAP, MDX, CRM Integration, Multithreading, Windows Services, Client Server..., Agile & Waterfall..., Leadership Development, Training, VBScript, VBA, Razor, Programming, Mentoring, Distributed Systems, System Integration, Web API

Education
Colegio Dominicano de La Salle
High School, High School/Secondary Diplomas and Certificates

EDP College of Puerto Rico Inc-San Juan
BS, Information Technology

Dan Hesketh, CFA Dan Hesketh, CFA Greater Philadelphia Area Details
Dan Hesketh, CFA's Raymond James Financial Experience April 2000 - September 2005
Job Managing Director at Logan Capital Management, Inc.
Industry Investment Management
Experience
Logan Capital Management, Inc.   September 2005 - Present
Raymond James Financial   April 2000 - September 2005

Education
University of Tampa - John H. Sykes College of Business   2001 — 2003
MBA, Finance

Eckerd College

Neal Robinson Neal Robinson Washington, District Of Columbia Details
Neal Robinson's Raymond James Financial Experience May 2009 - June 2009
Job Senior Associate at The Stagwell Group
Industry Venture Capital & Private Equity
Experience
The Stagwell Group   August 2015 - Present
The Carlyle Group  July 2013 - July 2015
McColl Partners  June 2011 - June 2013
McColl Partners  May 2010 - August 2010
Raymond James Financial   May 2009 - June 2009

Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Due Diligence, Venture Capital, Corporate Development, Investment Banking, Mergers & Acquisitions, Business Valuation, LBO, Capital Markets, Investments, Bloomberg

Education
Baylor University - Hankamer School of Business   2007 — 2011
BBA, Business Fellows, Finance, Economics

London School of Economics and Political Science   2009 — 2009

Ana Braun Ana Braun Tampa/St. Petersburg, Florida Area Details
Ana Braun's Raymond James Financial Experience 1999 - 2002
Job AVP Global Network Management
Industry Financial Services
Experience
Citigroup  July 2007 - Present
Accredited Home Lenders  2002 - 2007
Raymond James Financial   1999 - 2002

Skills
Banking, Credit Risk, Equities, Fixed Income, Investment Banking, Portfolio Management, Relationship Management, Retail Banking, Risk Management, Securities, Cash Management, Credit, Settlement, Finance, Mortgage Lending, Financial Services

Education
Saint Joseph's University   1997 — 1998
NA, English

Universidade Santa Úrsula   1991 — 1993
Business Administration

Kevin Piscionere Kevin Piscionere Wilmington, Delaware Details
Kevin Piscionere's Raymond James Financial Experience February 2009 - July 2009
Job I.T. Analyst
Industry Information Technology and Services
Experience
Amtrak  February 2012 - Present
Stefanini TechTeam  2009 - December 2011
Raymond James Financial   February 2009 - July 2009

Skills
Active Directory, Windows Server, ITIL, Disaster Recovery, Servers, VMware, SharePoint, IT Management, Microsoft SQL Server, Network Administration, Visio, Windows 7, Requirements Analysis, Security, Technical Support, Cisco Technologies, Network Security, Microsoft Exchange, Virtualization, Troubleshooting, IT Operations, Help Desk Support, Operating Systems, System Deployment

Education
Baker College of Clinton Township   2009 — 2011
B.S., Information Technology and Security

Baker College of Clinton Township   2007 — 2009
A.A.S. C.N.T.M, Information Technology

Lindsey Crosby Lindsey Crosby Tampa/St. Petersburg, Florida Area Details
Lindsey Crosby's Raymond James Financial Experience May 2000 - September 2006
Job Head Coach at Gulf Coast Juniors Volleyball Club
Industry Sports
Experience
Starbucks Coffee Company  November 2006 - Present
Gulf Coast Juniors Volleyball Club   November 2002 - Present
Keswick Christian School  July 2006 - October 2008
AVP Pro Beach Volleyball Tour  2007 - 2007
Raymond James Financial   May 2000 - September 2006

Education
Barry University   2008 — 2011
BS, Sport Management

Rollins College   2004 — 2005
Econimics

State College of Florida-Manatee-Sarasota   2002 — 2004
AA, General

Jonathan Jenckes Jonathan Jenckes Greater New York City Area Details
Jonathan Jenckes's Raymond James Financial Experience January 1999 - January 2000
Job Vice President at BNY Mellon
Industry Financial Services
Experience
Bank of New York Mellon Asset Servicing   March 2011 - Present
Bank of New York Mellon Asset Servicing   December 2007 - March 2011
ING Funds Services, LLC   May 2006 - November 2007
ING Funds Services, LLC   August 2005 - May 2006
Franklin Templeton  January 2003 - January 2004
Franklin Templeton-FA   January 2001 - December 2002
Raymond James Financial   January 1999 - January 2000

Skills
Finance, Accounting, Financial Reporting, Financial Analysis, Auditing, Mutual Funds, Bloomberg, Internal Controls, Equities, Investments, Asset Management, Fund Accounting

Education
Clearwater Christian College
Bachelor of Science, Business Administration

Beau Brownlee Beau Brownlee Greater Atlanta Area Details
Beau Brownlee's Raymond James Financial Experience January 2005 - March 2007
Job Sr. Software Engineer, .NET/C# Developer and ExperiencedTeam Leader
Industry Computer Software
Experience
WindTalker   December 2012 - Present
Telemetry Labs  April 2010 - December 2012
ScoutAdvisor Corporation   April 2009 - April 2010
Qorvis Communications  August 2008 - January 2009
Telemetry Labs  March 2008 - September 2008
E Solutions  March 2007 - March 2008
Raymond James Financial   January 2005 - March 2007
TLI Sports   January 2004 - January 2005

Skills
.NET, C#, Cryptography, Microsoft SQL Server, IIS, Software Development, SQL, Web Applications, JavaScript, ASP.NET, Silverlight, Security, CSS, OOP, Computer Security, Integration, T-SQL, PHP, HTML 5, WPF, Cloud Computing, WCF, VB.NET, CISSP, HTML5, ASP.NET MVC

Education
Clearwater Christian College   2003 — 2005
Management Information Systems/Computer Science/Business Administration

Clearwater Christian College   2001 — 2003
MIS, Computer Programming

Craig Descalzi Craig Descalzi Carmel, California Details
Craig Descalzi's Raymond James Financial Experience 2008 - 2012
Job Chief Investment Officer at Meridian Investments
Industry Real Estate
Experience
Meridian Investments  February 2014 - Present
Morrison Avenue Capital Partners   March 2012 - Present
Carmel Highlands Fire Protection District   December 2014 - Present
Make-A-Wish Foundation, Greater Bay Area  July 2012 - Present
Make-A-Wish Foundation, Suncoast Region   May 2011 - June 2012
Raymond James Financial   2008 - 2012
Raymond James Financial   2002 - 2008
Bovis Lend Lease  1998 - 2000
Great Lakes Dredge & Dock  1996 - 1998

Skills
Real Estate Acquisitions, Real Estate Investment..., Real Estate Finance, Real Estate Economics, Investment Properties, Acquisitions, Equities, Real Estate Transactions, Asset Managment, Due Diligence, Investments, Real Estate, Real Estate Development, Portfolio Management, Asset Management, Affordable Housing, Business Development, Finance, Strategy, Underwriting, Management, Budgets, Funding, Property, Investment Banking

Education
Duke University - The Fuqua School of Business   2000 — 2002
MBA

University of Notre Dame   1992 — 1996
Bachelor of Science, Environmental Engineering

Scott Curtis Scott Curtis Tampa/St. Petersburg, Florida Area Details
Scott Curtis's Raymond James Financial Experience February 2003 - August 2005
Job President, Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services  January 2012 - Present
Raymond James & Associates  August 2005 - December 2011
Raymond James Financial   February 2003 - August 2005
GE Financial Assurance  January 2001 - January 2003
GE Financial Assurance  September 1999 - December 2000
GE Financial/Life of Virginia   August 1997 - September 1999
Morgan Stanley  July 1987 - April 1990

Skills
Insurance, Mutual Funds, Leadership, Management, Fixed Annuities, Sales, Banking, Financial Services, Life Insurance, Fixed Income

Education
University of Michigan   1986 — 1988
MBA

Denison University   1980 — 1984
BA, Economics and English

Brijette Carter Brijette Carter Tampa/St. Petersburg, Florida Area Details
Brijette Carter's Raymond James Financial Experience February 1996 - Present
Job Account Service Associate at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial   February 1996 - Present
St. Petersburg College  February 1985 - February 1996

Education
Eckerd College

St. Petersburg College

Jeff Drejza Jeff Drejza Birmingham, Michigan Details
Jeff Drejza's Raymond James Financial Experience 2007 - January 2011
Job President at Drejza & Associates, LLC
Industry Financial Services
Experience
Drejza & Associates, LLC   November 2011 - Present
Myriad Advisor Solutions   January 2011 - November 2011
Raymond James Financial   2007 - January 2011
AIG - Royal Alliance  1993 - 2007

Skills
Business Development, Consulting, Succession Planning, Recruiting, Financial Services, Strategy, Coaching, Insurance, Due Diligence, 401k, Strategic Partnerships, Wealth Management, Retirement Planning, Series 7, Financial Advisory, Mutual Funds, Investment Advisory

Education
University of Colorado Boulder - Leeds School of Business   1978 — 1980

Broome Community College   1976 — 1978

David Bubb, CFA David Bubb, CFA Greater New York City Area Details
David Bubb, CFA's Raymond James Financial Experience July 2006 - August 2006
Job Senior Analyst at NERA Economic Consulting (Oliver Wyman Group)
Industry Management Consulting
Experience
NERA Economic Consulting (Oliver Wyman Group)   July 2007 - Present
NERA Economic Consulting (Oliver Wyman Group)   May 2009 - February 2011
NERA Economic Consulting (Oliver Wyman Group)   May 2008 - May 2009
NERA Economic Consulting (Oliver Wyman Group)   July 2007 - May 2008
Raymond James Financial   July 2006 - August 2006

Skills
Stata, Econometrics, Statistics, Derivatives, Research

Education
Columbia University - Columbia Business School   2012 — 2014
MBA

Middlebury College   2003 — 2007
BA, Economics, Spanish

Frank Mulligan Frank Mulligan Tampa/St. Petersburg, Florida Area Details
Frank Mulligan's Raymond James Financial Experience October 2000 - Present
Job Storage Engineer at Raymond James
Industry Information Technology and Services
Experience
Raymond James Financial   October 2000 - Present
PPG Industries, PPG Aerospace, Burbank, CA   1992 - 2000
Lockheed Martin Librascope, Glendale, CA   1989 - 1992

Skills
Deduplication, Storage Area Networks, CommVault, NAS, Replication, Fibre Channel, Storage, Disaster Recovery, VMware, Servers, SAN, NetApp, High Availability, VMware ESX, Virtualization, VMware Infrastructure, Backup

Education
University of California, Los Angeles   1998 — 1999
Certificate, Information Systems - Network Support

California State University-Los Angeles   1991 — 1993
Bachelor of Science, Criminal Justice

Debra Mixon Debra Mixon Tampa/St. Petersburg, Florida Area Details
Debra Mixon's Raymond James Financial Experience May 2008 - Present
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

Glen Appleton Glen Appleton Tampa, Florida Details
Glen Appleton's Raymond James Financial Experience October 2004 - September 2011
Job Release Engineer at Bloomin' Brands, Inc.
Industry Hospitality
Experience
Bloomin' Brands, Inc.   November 2013 - Present
Raymond James Financial Inc.  September 2011 - November 2013
Raymond James Financial   October 2004 - September 2011
Raymond James Financial Inc.  April 2004 - October 2004
Raymond James Financial Inc.  September 1997 - April 2004
American Telecom Enterprise   March 1994 - June 1997

Skills
SDLC, SQL, Visio, Build Tools, Build Automation, Visual Studio Team..., Microsoft SQL Server, Software Development, Quality Center, Requirements Analysis, SSRS, Agile Methodologies, Requirements Gathering, T-SQL, SSIS, SharePoint, IIS, Systems Analysis, Data Modeling, Web Services, Agile Project Management, C#, ASP.NET, DB2, VB.NET, SOA, .NET, Visual Studio, Scrum, Database Design, Software Project..., Enterprise Architecture, XML, Integration, WCF, Data Warehousing, Web Applications, Visual Basic, ETL, UML, Databases, Powershell, Crystal Reports, ASP, Testing, PL/SQL, User Acceptance Testing, COBOL, Unix

Education
Bryant and Stratton College-Main Syracuse   1991 — 1992

joseph tallman joseph tallman Tampa/St. Petersburg, Florida Area Details
joseph tallman's Raymond James Financial 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

Jonathan Larsen, CFP® Jonathan Larsen, CFP® Tampa/St. Petersburg, Florida Area Details
Jonathan Larsen, CFP®'s Raymond James Financial Experience March 2005 - December 2012
Job Compliance Supervisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  January 2013 - Present
Raymond James Financial   March 2005 - December 2012
Smith Barney  May 2003 - August 2003

Skills
Certified Financial..., Series 7, Series 24, Investments, Series 63, Series 65, Mutual Funds, Securities, Financial Services, Wealth Management, FINRA, Risk Management, Asset Management, Investment Advisory, Retirement Planning, Financial Advisory, SEC, Estate Planning

Education
Auburn University   2001 — 2004
International Business/Finance/Spanish

Stacy Larsen Stacy Larsen Tampa/St. Petersburg, Florida Area Details
Stacy Larsen's Raymond James Financial Experience May 2012 - Present
Job Education Specialist at Raymond James
Industry Financial Services
Experience
Raymond James  May 2012 - Present
Raymond James Financial   May 2012 - Present
Raymond James Financial Services  August 2010 - May 2012
Raymond James Financial Services  May 2008 - August 2010
Directions for Mental Health  August 2006 - January 2007

Education
Auburn University
B.S, Human Development and Family Studies/Adolescence

Leyla Cruz Leyla Cruz Greater New York City Area Details
Leyla Cruz's Raymond James Financial Experience December 1998 - August 2000
Job Client financing
Industry Banking
Experience
Standard Bank London   January 2006 - Present
JP Morgan Private Bank  July 2002 - December 2005
UBS Painewebber  February 2001 - July 2002
Prudential Securities  August 2000 - February 2001
Raymond James Financial   December 1998 - August 2000

Skills
Finance, Banking, Customer Service, Microsoft Office, Management, Teamwork, Microsoft Word, Business Development

Education
Hunter College   2001 — 2005
BA, Economics

Deborah Nagorka Deborah Nagorka Tampa/St. Petersburg, Florida Area Details
Deborah Nagorka's Raymond James Financial Experience April 2000 - April 2005
Job Enrolled Retirement Plan Agent at Matthews Benefit Group
Industry Financial Services
Experience
Matthews Benefit Group  April 2005 - Present
Raymond James Financial   April 2000 - April 2005
T. Rowe Price  October 1994 - April 2000

Skills
401k, Retirement, Defined Benefit, Pensions, Employee Benefits, Retirement Plan..., Profit Sharing, Pension Administration, Benefits Administration, Employee Relations, Team Building, Deferred Compensation, 401k Rollovers, IRAs, Qualified Retirement..., Retirement Planning, Asset Allocation, Leadership

Education
Dartmouth College   1991 — 1994
BA

Chris Sherlock Chris Sherlock Las Vegas, Nevada Area Details
Chris Sherlock's Raymond James Financial Experience May 2007 - August 2007
Job Corporate Director of Guest Experience at MGM Resorts International
Industry Hospitality
Experience
MGM Resorts International  January 2015 - Present
MGM Resorts International - Corporate Solutions   June 2014 - January 2015
MGM Resorts International - Corporate Solutions   October 2013 - June 2014
MGM Resorts International- Corporate Solutions   August 2012 - October 2013
MGM Resorts International- Corporate Solutions   March 2012 - August 2012
MGM Resorts International- Corporate Solutions   July 2011 - March 2012
MGM Resorts International- Corporate Solutions   June 2010 - June 2011
Chimera Securities  January 2010 - June 2010
MGM GRAND CORPORATION   May 2008 - August 2008
RAYMOND JAMES FINANCIAL   May 2007 - August 2007

Skills
Microsoft Excel, Project Management, Microsoft Office, Cognos Finance, Visio, IT Operations

Education
Bentley University   2005 — 2009
2009 BA, Finance

Bentley University   2005 — 2009
BA, Finance

Jill Greenway Jill Greenway Springfield, Missouri Details
Jill Greenway's Raymond James Financial Experience January 2005 - July 2005
Job Accounting
Industry Nonprofit Organization Management
Experience
Positronic Industries  November 2013 - Present
Great American Title Co  July 2013 - November 2013
Kentucky Eye Center   October 2011 - June 2013
Comfort Keepers  July 2011 - June 2013
Domestic Violence Intervention Services, Inc   January 2006 - August 2008
Raymond James Financial   January 2005 - July 2005
Brewster & De Angelis   July 2002 - January 2005
Believers Church  April 2002 - July 2002
Faith Highway   August 2001 - April 2002
Dr. Craig Edwards   August 2000 - May 2001

Skills
Non-profits, Event Planning, Public Speaking, Microsoft Office, Data Entry, Research, PowerPoint, Microsoft Word, Fundraising, Microsoft Excel, Office Management, Administrative..., Community Outreach, Nonprofits, Customer Service, Teaching, Leadership, Public Relations, Volunteer Management, Editing, Organization

Education
Asbury Theological Seminary   2008 — 2011
Master of Arts (MA), Biblical Studies2008

Oklahoma Wesleyan University   1997 — 2001
Bachelor of Science, Communications; an emphasis in Journalism

Kristin Veeneman Kristin Veeneman Chapel Hill, North Carolina Details
Kristin Veeneman's Raymond James Financial Experience May 2007 - August 2007
Job Hostess at Weathervane
Industry Retail
Experience
Weathervane  November 2009 - Present
Jordan Lake School of the Arts   August 2009 - Present
Jordan Street Café   August 2008 - August 2009
Transylvania County Arts Council   May 2008 - August 2009
Raymond James Financial   May 2007 - August 2007
Charlotte’s Fiber’s   August 2006 - May 2007

Education
Brevard College   2005 — 2009
Bachelor of Arts, Integrated Studies

Travis Simpkins Travis Simpkins Cumming, Georgia Details
Travis Simpkins's Raymond James Financial Experience January 1997 - June 1999
Job Managing Partner at Excelis Risk
Industry International Affairs
Experience
Excelis Risk   August 2015 - Present
Atlanta Integrated Group   June 2013 - Present
ICG Consultants   June 2007 - August 2012
Momentum Securities  June 1999 - June 2000
Raymond James Financial   January 1997 - June 1999

Skills
Financial Modeling, Investments, Mergers & Acquisitions, Program Management, Business Analysis, Strategy, Project Management, Business Development, Management Consulting, Risk Management, Change Management, Contract Negotiation, Security, Project Planning, Analysis, Team Leadership

Education
J.Mack Robinson School Of Business, Georgia State University   1998 — 2000
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Georgia State University - J. Mack Robinson College of Business   1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Emory University

Georgia Military College-Milledgeville Campus

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