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
Matthew Waters, CIMA Matthew Waters, CIMA Atlanta, Georgia Details
Matthew Waters, CIMA's Raymond James Financial Experience October 2002 - August 2008
Job Internal Sales Manager at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments  March 2014 - Present
Aquila Group of Funds  June 2012 - March 2014
Fifth Third Asset Management (FTAM)   July 2010 - June 2012
Russell Investments  September 2008 - July 2010
Raymond James Financial   October 2002 - August 2008

Education
University of Pennsylvania - The Wharton School   2008 — 2008
CIMA, Investment Management Analysis

Florida State University   1988 — 1992
B.S, Criminology, History

Bishop Kenny High School   1984 — 1988

Bonnie Fernandez Bonnie Fernandez Greater San Diego Area Details
Bonnie Fernandez's Raymond James Financial Experience October 2007 - March 2008
Job Interior Designer at Catalina Design Group
Industry Design
Experience
LightBridge Hospice  March 2012 - November 2014
Grounded Modern Living   July 2010 - April 2012
Rustic Rooster Interiors   March 2011 - March 2012
Fleischman Garcia Architects   March 2008 - July 2009
Raymond James Financial   October 2007 - March 2008
Architects: Lewis + Whitlock, PA   August 2006 - April 2007
SCI Companies, Inc.   2001 - 2005

Skills
Space-planning, Detail drawings., Floor Plans, Illustration, Rendering, Furniture, Interior Design, Sales, AutoCAD, Architectural Design, Sustainable Design, 3D Modeling, Space Planning

Education
Florida State University   2003 — 2007
Bachelor of Arts

CAD Teacher, VDCI   2013 — 2014

MiraCosta College

Paul Columbia Paul Columbia Tampa/St. Petersburg, Florida Area Details
Paul Columbia's Raymond James Financial Experience January 2009 - Present
Job Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  January 2013 - Present
Raymond James Financial   January 2009 - Present
Raymond James Financial Inc.  September 1995 - Present
Raymond James Financial   January 2006 - January 2009
Raymond James Financial   January 2005 - January 2006
Raymond James Financial   January 1998 - January 2005
Raymond James Financial   January 1996 - January 1998
Raymond James Financial   January 1995 - January 1996

Skills
Investments, Securities, Mutual Funds, Portfolio Management, Retirement, Life Insurance, Financial Services, Management, Retirement Planning, Analysis, Strategic Planning, Operations Management, Integration, Leadership, Insurance, Financial Analysis, Training, Strategic Financial..., Wealth Management, Investment Advisory, FINRA, Business Analysis, Troubleshooting, Stocks, Bonds, Equities, Performance Management, Budgets, Software Documentation

Education
Florida State University

Jacqueline Benjamin Jacqueline Benjamin Las Vegas, Nevada Area Details
Jacqueline Benjamin's Raymond James Financial Experience June 2001 - May 2008
Job at
Industry Financial Services
Experience
The Investment Counsel Company   November 2014 - Present
United Capital Financial Advisers, LLC  February 2014 - November 2014
The Investment Counsel Company of Nevada   May 2008 - February 2014
Raymond James Financial   June 2001 - May 2008
A.G. Edwards & Sons, Inc.   July 2004 - June 2005
Gould & Lamb, LLC   September 2003 - July 2004
Public Financial Management  July 1998 - October 2000

Skills
Wealth Management, Uniform Combined State..., Client Liaison, Portfolio Reporting, Mutual Funds, Portfolio Management

Education
Keiser College   2000 — 2001
A.A., Business Administration

Northeastern University   1994 — 1998

David Herzweig David Herzweig Tampa/St. Petersburg, Florida Area Details
David Herzweig's Raymond James Financial Experience February 2011 - October 2013
Job VP, Compensation Manager, Citi
Industry Financial Services
Experience
Citi  October 2013 - August 2015
Raymond James Financial   February 2011 - October 2013
Kaplan Test Prep and Admissions  September 2007 - February 2011
McKinsey & Company  July 2006 - September 2007
J.P. Morgan Chase   September 2003 - June 2006

Skills
Compensation Planning, Compensation..., Executive Compensation, Salary Surveys, FLSA, Excel, Presentation Development, Compensation Plans, Incentive Programs, Severance, Job Analysis, PeopleSoft, Job Evaluation, Compensation Structure..., Market Pricing, Data Analysis, Executive Presentations, Acquisition Integration, Executive Pay, Personnel Management, Compensation & Benefit, Compensation Structures, Organizational..., Organizational..., Salary, Workforce Planning, Succession Planning, Onboarding, HRIS, Employee Benefits, Compensation & Benefits

Education
Hofstra University   2001 — 2003
MA, Industrial Organizational Psychology

King's College   1996 — 2000
B.A, Psychology

Jeff Gehring Jeff Gehring Tarpon Springs, Florida Details
Jeff Gehring's Raymond James Financial Experience September 2008 - September 2014
Job IT Specialist/Audio Engineer
Industry Information Technology and Services
Experience
Bristol-Myers Squibb  September 2014 - Present
Raymond James Financial   September 2008 - September 2014
Raymond James Financial Inc.  September 2008 - September 2011
211 Tampa Bay Cares, Inc.   August 2006 - September 2008
Pros From Dover Productions   January 2005 - April 2006
SmakDab Productions   November 2003 - March 2006
Valley Country Club  April 2004 - August 2005
EOP Recording CO   April 2003 - October 2004
Merant, Inc   May 1999 - August 2000

Skills
Troubleshooting, Microsoft Office, Project Management, Process Improvement, System Administration, SharePoint, Teamwork, OS X, Business Analysis, Requirements Analysis, Recording, Technical Support, Training, Windows, Audio Engineering, Team Leadership, HTML, Network Administration, Automation, Business Process..., Audio Editing, Audio Post Production, Steinberg Nuendo, Customer Service, Mastering, Photoshop, Scanners, Windows 7, Software Installation, Hardware, Laptops, Software Implementation, Video Editing, Networking, Software Project..., Computer Hardware, Web Applications, XML, Web Content Management, Help Desk Support, Video Production, Active Directory, Microsoft SQL Server, Microsoft Excel

Education
Full Sail University   2008 — 2009
BACHELOR OF SCIENCE, ENTERTAINMENT BUSINESS

Full Sail University   2002 — 2003
ASSOCIATE OF SCIENCE: RECORDING ARTS, ELECTRONIC MEDIA

Denise Lynch Denise Lynch Winston Salem, North Carolina Details
Denise Lynch's Raymond James Financial Experience January 2000 - January 2001
Job Financial Analyst at Johnson Controls Inc
Industry Facilities Services
Experience
Johnson Controls Inc  November 2013 - Present
Johnson Controls Inc  January 2012 - November 2013
Johnson Controls  November 2006 - December 2012
Johnson Controls Inc  January 2006 - 2012
Milwaukee Center For Independence  January 2001 - January 2006
Raymond James Financial   January 2000 - January 2001
Kelly Services, Inc  January 1999 - January 2000

Skills
Invoicing, SAP, Accounts Receivable, Account Reconciliation, Accounts Payable, Intercompany, Intra-Company, Data Entry, Financial Analysis, Financial Audits, General Ledger, Finance, Hyperion Enterprise, Journal Entries, Cost Accounting, Sarbanes-Oxley Act, Accounting, Process Improvement, Auditing

Education
Lakeland College   2006 — 2009
Bachelor's degree, Accounting and Business/Management

Lakeland College   2006 — 2009
Bachelor's degree, Accounting and Business/Management

Gateway Technical College   1997 — 2003
Associates Degree, Accounting

Saman Noor Saman Noor Dallas/Fort Worth Area Details
Saman Noor's Raymond James Financial Experience June 2007 - December 2007
Job Staff Accountant at HCA
Industry Accounting
Experience
HCA  October 2011 - June 2013
The Bank of New York  June 2008 - March 2010
Raymond James Financial   June 2007 - December 2007
Citigroup Inc  August 2006 - December 2006

Skills
Accounting, Auditing, Account Reconciliation, General Ledger, GAAP, Accounts Payable, Accounts Receivable, Internal Audit, IFRS, Financial Statements, Access, Payroll, Budgets, Tax, Journal Entries, Analysis, Bank Reconciliation, Microsoft Excel, Balance, CPA, Internal Controls, Financial Accounting

Education
Louisiana State University   2010 — 2011
Accounting

University of South Florida - College of Business Administration   2004 — 2008
Bachelor, Accounting

Samuel Wiewel Samuel Wiewel Los Angeles, California Details
Samuel Wiewel's Raymond James Financial Experience May 2011 - August 2011
Job Recent Political Science Graduate
Industry Motion Pictures and Film
Experience
Addicts Anonymous- Webseries   June 2013 - June 2013
Wiewel Law Firm   May 2012 - August 2012
Raymond James Financial   May 2011 - August 2011
Southwestern Advantage  May 2010 - August 2010
Target  September 2006 - February 2007

Education
Loyola Marymount University   2009 — 2013
Bachelor's Degree, Liberal Arts; Political Science

The Chinese University of Hong Kong   2012 — 2012
Political Science, Political Science and Government

Jason Peterson Jason Peterson Greater Philadelphia Area Details
Jason Peterson's Raymond James Financial Experience September 2001 - May 2004
Job Associate Director of Financial Risk Management Solutions at Chatham Financial
Industry Management Consulting
Experience
Chatham Financial  May 2013 - Present
Deloitte  August 2005 - April 2013
CGI-AMS  January 2005 - August 2005
Raymond James Financial   September 2001 - May 2004

Skills
Business Strategy, Strategic Planning, International Business, Team Leadership, New Business Development, Financial Modeling, Organizational Change, Change Leadership, Public Relations, Change Management, Social Media, Coaching, Excel, PowerPoint, Web 2.0, Mergers, M&A experience, M&A analysis, Cross-border M&A, M&A support, Strategic Communications

Education
Villanova University   2011 — 2013
MBA, Finance

James Madison University   2000 — 2004
Bachelors, Business Administration; Marketing

Aditya Kandala Aditya Kandala Tampa/St. Petersburg, Florida Area Details
Aditya Kandala's Raymond James Financial Experience October 2007 - August 2008
Job Software QA Lead at PwC
Industry Information Technology and Services
Experience
AgileThought  July 2012 - Present
PwC  May 2011 - Present
Bovie Medical Corporation  September 2008 - May 2011
Raymond James Financial   October 2007 - August 2008
IVY Comptech  November 2004 - November 2006
GE Capital  December 2003 - October 2004

Skills
Quality Center, C#, XML, Microsoft SQL Server, Visual Studio, Databases, HTML, Agile Methodologies, Scrum, Testing, SDLC, Quality Assurance, SQL, MS Project, Manual Testing, System Testing, Regression Testing, Test Cases, Visio, Software Quality..., TFS, Software Engineering, Analysis, Software Documentation, Integration, User Acceptance Testing, Software Development

Education
Schiller International University   2007 — 2008
MS, Computer Engineering

Osmania University   2002 — 2004
MSc, Information Systems

Osmania University   1999 — 2002
BCA, Computer Science

Kim Freeman (Gibbs) Kim Freeman (Gibbs) Tampa/St. Petersburg, Florida Area Details
Kim Freeman (Gibbs)'s Raymond James Financial Experience July 2004 - December 2013
Job Senior Compensation Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  December 2013 - Present
Raymond James Financial   July 2004 - December 2013
Tampa Bay Storm  October 2004 - September 2005
Miami Dolphins  April 2003 - April 2004
Just HR, Inc   2003 - 2004
iBill  2002 - 2003
Colonial Bank  July 2000 - September 2001
Tampa Bay Storm  October 1998 - June 2001
Raymond James Financial   February 1998 - October 1999
MacDill Federal Credit Union  March 1995 - February 1998

Skills
Human Resources, Employee Benefits, Employee Relations, Budgets, Accounts Payable, Customer Service, Software Documentation, Internal Audit, Recruiting, Benefits Administration, Research, Microsoft Excel, Outlook, Access, Hiring, Office Management, PeopleSoft, Training, Management, Policy, Personnel Management

Education
Southern New Hampshire University   2014 — 2017
Masters of Business Administration, Quantitative Analysis

Florida State University   1990 — 1994
BS, Management

Florida State University - College of Business   1990 — 1994
BS, Human Resource Management

Gary Albanese, CFA, CMT Gary Albanese, CFA, CMT Greater New York City Area Details
Gary Albanese, CFA, CMT's Raymond James Financial Experience April 2003 - January 2007
Job Senior Equity & Fixed Income Investment Analyst
Industry Financial Services
Experience
S&P Capital IQ  March 2013 - Present
Auriga USA, LLC  September 2011 - June 2012
CapStone Investments  February 2011 - August 2011
Standard & Poor's   January 2009 - March 2011
DellaCamera Capital Management   April 2007 - January 2008
Raymond James Financial   April 2003 - January 2007
Scotia Capital  February 2001 - August 2002
Barclays Capital  April 1998 - February 2001
Barclays Capital  June 1993 - April 1998
Moody's  June 1988 - June 1993

Skills
Fixed Income, Equities, Portfolio Management, Bonds, Investments, Trading, Investment Strategies, Equity Research, High Yield, Technical Analysis, Equity Trading, Equity Valuation, Valuation, Credit Risk, Investment Management, Asset Allocation, Fundamental Analysis, Trading Strategies, Analysis, Chartered Financial..., Relative Value, Consumer Products, Asset Managment, Fixed Income Analysis, Retail, Modeling, Food & Beverage, Restaurants, Financial Markets, Asset Management, Securities, Mutual Funds, Capital Markets

Education
Pace University - Lubin School of Business   1993 — 1995
Master of Business Administration (M.B.A.), Finance

University of Delaware - Lerner College of Business and Economics   1984 — 1988
BS, Business Administration - Finance

Rick Holman Rick Holman Allen, Texas Details
Rick Holman's Raymond James Financial Experience December 1998 - January 2006
Job Vice President Senior Estate Planner at Robert W. Baird & Co.
Industry Insurance
Experience
Robert W. Baird & Co.   November 2014 - Present
The Nautilus Group  January 2008 - October 2014
Genworth Financial  February 2006 - December 2007
Raymond James Financial   December 1998 - January 2006

Skills
Estate Planning, Business Transition..., Retirement Planning, Tax Law, Personal Financial..., Life Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities

Education
University of Miami   1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government

Florida State University   1993 — 1996
Doctor of Law (J.D.)

Sarah (Linthicum) Lunsford Sarah (Linthicum) Lunsford Tampa/St. Petersburg, Florida Area Details
Sarah (Linthicum) Lunsford's Raymond James Financial Experience January 2006 - February 2008
Job Marketing Associate — PCG Investment Products at Raymond James Financial Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial Inc.  October 2014 - Present
Ovations Food Services, LP  January 2013 - August 2014
The University of Tampa  August 2010 - December 2012
TradeWinds Island Resorts  April 2008 - December 2009
Raymond James Financial   January 2006 - February 2008
Personnel One  August 2005 - December 2005

Skills
Marketing Communications, Social Media, Social Media Marketing, Event Planning, Microsoft Office, Public Speaking, Editing, Event Management, Non-profits, Public Relations, Research, Blogging, CRM, Newsletters, Nonprofits, Marketing, Management, CRM databases

Education
University of Tampa   2010 — 2012
Master of Science (M.S.), Marketing

McDaniel College   2001 — 2005
Bachelor's degree, Communications/Art History

Emily Niswander Emily Niswander Tampa/St. Petersburg, Florida Area Details
Emily Niswander's Raymond James Financial Experience May 2007 - May 2013
Job Graphic Designer
Industry Marketing and Advertising
Experience
Checkers Drive In Restaurants  June 2013 - Present
Raymond James Financial   May 2007 - May 2013

Skills
Adobe Acrobat, Direct Mail, Corporate Branding, Adobe Creative Suite, Brochures, Corporate Identity, Typography, Creative Direction, Art Direction, Layout, InDesign, Illustrator

Education
Michigan State University   1996 — 2000
Bachelor of Fine Arts (B.F.A.), Graphic Design

Richard Martino, MBA Richard Martino, MBA Tampa/St. Petersburg, Florida Area Details
Richard Martino, MBA's Raymond James Financial Experience April 2008 - September 2014
Job Senior Application Developer at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  September 2014 - Present
Raymond James Financial   April 2008 - September 2014
First Advantage Investigative Services  July 2007 - April 2008
Medcere  June 2005 - July 2007
Self Employed  January 2005 - July 2007
St. Petersburg College  August 2003 - May 2007
iDatix   February 2004 - May 2005
Webster College  January 2003 - August 2003
St. Petersburg Catholic High School  October 2002 - May 2003
Verizon  February 1996 - March 2002

Skills
Management, Leadership, Leadership Development, Teaching, Public Speaking, Motivational Speaking, Parliamentary Procedure, Software Development, Programming, C#, SQL, Software Engineering, Microsoft SQL Server, Visual Studio, Databases, .NET, T-SQL, Unix, Computer Science, ASP.NET, C, Operating Systems, Analysis, Microsoft Excel, Data Analysis, Research, Algorithms, Statistics, Calculus, Technical Writing, Mathematics, Physics, Probability, Mathematical Modeling, Mathematics Education, Differential Equations, SQL Server, Oracle PL/SQL..., SharePoint

Education
University of South Florida - College of Business Administration   1983 — 2012
MBA, Finance and Management, 3.88

Toastmasters International   1978 — 2011
Distinguished Toastmaster, Communication and Leadership

Pennsylvania State University   1972 — 1976
Bachelor of Science (B.S.), Physics, magna cum laude

Pennsylvania State University   1972 — 1976
Bachelor of Science (B.S.), Mathematics, magna cum laude

Central Catholic High School   1968 — 1972
High School Diploma, Academics

Christy Klein Christy Klein Kansas City, Missouri Area Details
Christy Klein's Raymond James Financial Experience May 2004 - June 2006
Job Owner at Christy Klein Marketing
Industry Marketing and Advertising
Experience
Christy Klein Marketing   2010 - Present
Raymond James Financial   May 2004 - June 2006
Commerce Bancshares, Inc.   September 2001 - September 2003
Commerce Bancshares, Inc.   January 1999 - September 2001
Muscular Dystrophy Association  November 1996 - January 1999

Skills
Product Development, Public Relations, Marketing, Direct Marketing, Social Media Marketing, Advertising, Marketing Communications, Marketing Strategy, Strategy, Strategic Partnerships, Internal Communications, Integrated Marketing, B2B, Direct Mail, Social Media, Press Releases, Digital Marketing, Search Engine Ranking, Management, Sales, Strategic Planning, New Business Development, Brand Development, Sales Management, Marketing Management, Newsletters, Sales Operations, Project Planning, Fundraising, Email Marketing, SEO, Online Advertising, Selling, Market Research, SEM, Analysis, Budgets, Lead Generation, Corporate Communications, Online Marketing, Editing, Small Business

Education
University of Missouri-Kansas City
Masters, Business Administration

Missouri State University
Bachelor, Marketing Management

David K. Wyman David K. Wyman Boston, Massachusetts Details
David K. Wyman's Raymond James Financial Experience 2010 - 2013
Job MBA Candidate at Harvard
Industry Hospital & Health Care
Experience
Harvard Business School  2014 - Present
Bessemer Venture Partners  2014 - 2014
Merck & Co.   2013 - 2014
Raymond James Financial   2010 - 2013

Education
Harvard Business School
MBA '16 E

Harvard University
AB '10

Brett Luke Brett Luke Tampa/St. Petersburg, Florida Area Details
Brett Luke's Raymond James Financial Experience August 2010 - January 2011
Job Desktop Engineer, Telecom Support Engineer at Tampa Bay Time Publishing Company
Industry Computer Networking
Experience
Tampa Bay Times Publishing Company   April 2014 - Present
Conmed Linvatec  2013 - Present
SmartSource Technical Staffing  January 2013 - Present
Ettain group  February 2013 - Present
HSN  December 2010 - February 2013
Raymond James Financial   August 2010 - January 2011
Computer Generated Solutions  July 2005 - August 2010
Kforce Technology Staffing  2010 - 2010
Linvatech   August 2002 - July 2005

Skills
Network Administration, Troubleshooting, Unix, Operating Systems, Access, Active Directory, Microsoft Office, Documentation, XP, Technical Recruiting, Information Technology, Computer Hardware, Technical Support, Testing, Networking, SharePoint, Management, Temporary Placement, Software Documentation, Visio, Windows 7, Integration, System Deployment, Network Security, Vendor Management, Windows XP

Education
ITT Technical Institute   2001 — 2003
AS, Computer networking Systems

ITT Technical Institute-Tampa
Information Technology

Blake Toline Blake Toline Greater New York City Area Details
Blake Toline's Raymond James Financial Experience June 2011 - August 2011
Job Research Analyst at CompStak
Industry Real Estate
Experience
CompStak  May 2013 - Present
Morgan Stanley  2012 - 2013
Chalk Out Loud   2009 - 2012
Raymond James Financial   June 2011 - August 2011
GoldenTree Asset Management  June 2010 - August 2010

Education
Indiana University - Kelley School of Business   2008 — 2012
BS

Dan Dechichio Dan Dechichio Tampa/St. Petersburg, Florida Area Details
Dan Dechichio's Raymond James Financial Experience January 2007 - January 2011
Job Director, Enterprise Data Architecture at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation  March 2015 - Present
Modeling Product LIine Community   August 2007 - April 2015
DTCC  July 2013 - March 2015
Raymond James Financial Inc.  March 2012 - July 2013
Raymond James & Associates, Inc   January 2011 - March 2012
Raymond James Financial   January 2007 - January 2011
Southeast Enterprise Modeling User Group   February 2005 - January 2011
Spirit of Life Unitarian Universalist   July 2007 - June 2009
Citigroup  September 2006 - January 2007
Raymond James Financial   April 2005 - September 2006

Skills
Data Modeling, Data Warehousing, SDLC, Database Design, Enterprise Architecture, Erwin, Business Intelligence, Data Management, ETL, SQL, Databases, Requirements Analysis, Business Analysis, Microsoft SQL Server, Data Analysis, DB2, Database Administration, Data Warehouse..., Data Architecture, Architecture, Software Development, Master Data Management, Data Integration, Integration, T-SQL, SSRS, Business Objects, Oracle, SharePoint, Performance Tuning, SOA, COBOL, SSIS, Metadata Management, Systems Analysis, Visio, Solution Architecture, Requirements Gathering, Business Requirements, PL/SQL, Software Project..., Relational Databases, Agile Methodologies, Crystal Reports, IT Strategy, Business Process, Disaster Recovery, Unix, Cognos, Agile Project Management

Education
University of Massachusetts Boston   1986 — 1992
MBA

Northeastern University   1972 — 1976
BS, Mathematics

Scott Antritt Scott Antritt Sarasota, Florida Area Details
Scott Antritt's Raymond James Financial Experience April 2006 - November 2011
Job Trust Officer, Asst. VP at Caldwell Trust Company Institutional Investors Trust, Vice President
Industry Investment Management
Experience
Caldwell Trust Company   November 2011 - Present
Institutional Investors Trust   January 2013 - Present
Raymond James Financial   April 2006 - November 2011

Skills
Portfolio Management, Estate Planning, Financial Planning, Retirement Planning, Wealth Accumulation and..., Finance, Mutual Funds, Small Business, Risk Management, Investments, Wealth Management, Series 7, Asset Allocation, Asset Management, Securities, Strategic Financial...

Education
Ohio University   1994 — 1996
BA, Business

Otterbein University   1992 — 1994
Business

Russell McAlonie, ChFC® Russell McAlonie, ChFC® Cleveland/Akron, Ohio Area Details
Russell McAlonie, ChFC®'s Raymond James Financial Experience November 2004 - June 2008
Job LPLFinancial ,Independent Financial Partners & Oswald Financial
Industry Financial Services
Experience
Independent Financial Partners (IFP)   March 2014 - Present
Symphony Financial Services   January 2012 - March 2014
North Star Wealth Management   June 2008 - January 2012
Crown Financial Ministries  2008 - 2009
Toastmasters  2005 - 2009
Raymond James Financial   November 2004 - June 2008

Skills
Strategic Financial..., Coaching, Small Business, Insurance, Retirement, 401k, Investments, Asset Allocation, Estate Planning, Finance, Retirement Planning, Account Management, Analysis, Banking, Employee Benefits, Financial Advisory, Wealth, Financial Planners, Networking, Sales, Marketing, Customer Service, Financial Services, Leadership Development, Strategic Planning, Public Speaking, Securities, Project Planning

Education
Malone University   1996 — 1998
BA, Business Management

Jessica (Puccio) Cunningham Jessica (Puccio) Cunningham Tampa/St. Petersburg, Florida Area Details
Jessica (Puccio) Cunningham's Raymond James Financial Experience February 2006 - December 2011
Job Problem Analyst
Industry Marketing and Advertising
Experience
Catalina Marketing  May 2014 - Present
Le Italo-Americane di Oggi (LIADO)   January 2010 - Present
Literacy Council of Upper Pinellas County   August 2009 - Present
Lehigh University  August 2006 - Present
Gulfstream Guardian Angels Rottweiler Rescue   2013 - Present
Catalina Marketing  January 2012 - May 2014
Raymond James Financial   February 2006 - December 2011
Carpenter Technologies   September 2000 - December 2000
Imperial College London  May 2000 - August 2000

Skills
Marketing Strategy, Market Research, Analytics, Competitive Analysis, Segmentation, Social Media, Research, Data Mining, Advertising, Project Planning, Business Intelligence, Public Relations, Leadership, Project Management, Data Analysis, Competitive Intelligence, Marketing, Strategy, Digital Marketing, Management

Education
University of Strathclyde   2001 — 2004
MPhil

Lehigh University   1997 — 2001
BSc

Imperial College London   2000 — 2000

National University of Ireland, Galway   1999 — 1999

Heriot-Watt University/EBS

Frank Powers Frank Powers Greater New York City Area Details
Frank Powers's Raymond James Financial Experience 2005 - 2006
Job Asset Management Guideline Oversight Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  January 2015 - Present
Neuberger Berman  December 2010 - January 2015
Neuberger Berman  October 2007 - December 2010
Lehman Brothers  June 2006 - October 2007
Raymond James Financial   2005 - 2006

Skills
Series 7, Trading, Investments, Equities, Bloomberg, Series 63, series 55, Microsoft Excel, Account Reconciliation, Accounting Applications, Microsoft Office, Spreadsheets, Data Analysis, Investment Management, FINRA, Financial Modeling, Mutual Funds, Portfolio Management, Fixed Income

Education
Fordham University   2002 — 2006
B.S. In Business Administration, Finance and Marketing

Fordham Preparatory   1998 — 2002
High School, General Studies

Dan Tebo Dan Tebo Miami/Fort Lauderdale Area Details
Dan Tebo's Raymond James Financial Experience October 1988 - May 1992
Job Owner, Integrated Transaction Management
Industry Financial Services
Experience
Integrated Transaction Management   January 2008 - Present
Ryder System  January 1994 - September 2007
Raymond James Financial   October 1988 - May 1992

Skills
Mergers, Due Diligence, Divestitures, Supply Chain Management, Financial Analysis, Financial Modeling, Strategic Planning, Strategy Development, Competitive Analysis, Acquisitions, Corporate Development, Cross-functional Team..., Corporate Finance, Executive Management, Finance, Financial Structuring, Integration, Management, P&L Management, Sales, Start-ups, Strategy, Valuation, Venture Capital, Mergers & Acquisitions, Restructuring, Acquisition Integration, Investment Banking, Investments, Marketing, Supply Chain

Education
University of Tampa   1990 — 1992
Master Businsess Administration, MBA: Concentration in Finance

Florida State University - College of Business   1981 — 1985
BS Finance and BS Economics

Nikki Jeffrey Nikki Jeffrey Livonia, Michigan Details
Nikki Jeffrey's Raymond James Financial Experience September 2008 - June 2009
Job Agent Consultant at Health Care Administrators
Industry Insurance
Experience
Health Care Administrators  January 2012 - Present
Health Care Administrators  August 2011 - August 2011
Health Care Administrators  April 2011 - August 2011
Raymond James Financial   September 2008 - June 2009
Quicken Loans  June 2005 - June 2008

Skills
MOS, Employee Benefits, Insurance, Underwriting, Administrative..., Data Entry, Customer Service, Outlook, Teamwork, Time Management, Microsoft Word, Customer Satisfaction, Microsoft Office, Operating Systems, Team Building

Education
Jackson Community College

Kalamazoo Community College
Dental Hygiene; Communications; English and Math

Christina (Chambers/McFee) Levine, CSM, CSPO Christina (Chambers/McFee) Levine, CSM, CSPO Tampa/St. Petersburg, Florida Area Details
Christina (Chambers/McFee) Levine, CSM, CSPO's Raymond James Financial Experience 2005 - 2006
Job Senior Business Analyst at Arbitration Forums, Inc
Industry Information Technology and Services
Experience
Arbitration Forums, Inc.   July 2011 - Present
PricewaterhouseCoopers  2007 - December 2010
PricewaterhouseCoopers  2006 - 2007
Raymond James Financial   2005 - 2006
Nielsen Media Research  2002 - 2005
Consulting On-Line, Inc   2001 - 2002
Franklin Templeton Investments  2000 - 2001
Home Shopping Network  1999 - 1999
IBM Global Services  1998 - 1999
Franklin Templeton Investments  1997 - 1998

Skills
Visio, Requirements Analysis, Requirements Gathering, Business Analysis, Software Documentation, Business Process, Agile Methodologies, Quality Assurance, Process Improvement, Analysis, User Acceptance Testing, Cross-functional Team..., Business Requirements, Change Management, Business Process Design, Data Analysis, Enterprise Architecture, SDLC, Testing, Vendor Management

Education
University of Connecticut   1973 — 1975
BA

Hillsdale College   1971 — 1973

Ted R Axton Ted R Axton Washington D.C. Metro Area Details
Ted R Axton's Raymond James Financial Experience March 2011 - September 2012
Job Chief Science Officer at HR Avatar and Independent Assessment & Development Consultant
Industry Human Resources
Experience
HR Avatar, Inc.   August 2015 - Present
Axton Consulting   June 2010 - Present
Raymond James Financial   March 2011 - September 2012
Freddie Mac  April 2006 - April 2010
FedEx Office  September 2005 - February 2006
Wachovia, A Wells Fargo Company  December 2002 - September 2005
Edison Electric Institute  November 1998 - November 2002

Skills
Leadership Development, Talent Management, Personnel Selection, Career Assessment, HR Consulting, Employee Engagement, Personality Assessment, Analytics, Performance Management, Organizational..., Succession Planning, Psychometrics, Job Analysis, Organizational..., Personnel Management, Recruiting, Talent Acquisition, Career Development, Human Resources, Program Management, 360 Feedback, Training, Organizational Design, Change Management, Employee Training, Human Capital, Project Management, Management, Executive Coaching, Interviews, Strategy, Leadership, HRIS, Career Counseling, Coaching, Workforce Planning, Process Improvement, Executive Search, Consulting, Employee Surveys, Deferred Compensation, Assessment Center, Onboarding, Policy, Employee Relations, Workshop Facilitation, Organizational Behavior, Mergers & Acquisitions, Performance Improvement, Vendor Management

Education
The University of Akron
PhD, Industrial-Organizational Psychology

Miami University
BA, Psychology, Business Minor

Daniel Rudewicz, CFA Daniel Rudewicz, CFA Washington, District Of Columbia Details
Daniel Rudewicz, CFA's Raymond James Financial Experience June 2005 - February 2008
Job Managing Member at Furlong Financial
Industry Financial Services
Experience
Furlong Financial   June 2008 - Present
JPMorgan  February 2008 - May 2008
Raymond James Financial   June 2005 - February 2008

Skills
Options, Investments, Due Diligence, Portfolio Management, Alternative Investments, Asset Management, Investment Banking, Asset Managment, Risk Management, Equities, Financial Analysis, Management, Hedge Funds, Corporate Finance, Value Investing, Financial Modeling, Mergers & Acquisitions

Education
New York University - Leonard N. Stern School of Business   2015 — 2018
Master of Business Administration (MBA), Finance, General

Georgetown University Law Center   2011 — 2015
JD, Law, Magna Cum Laude

University of Florida   2001 — 2005
Economics, Cum Laude

Erica Sackett Erica Sackett Tampa/St. Petersburg, Florida Area Details
Erica Sackett's Raymond James Financial Experience July 2008 - September 2011
Job Corporate Vice President, Customer Marketing/CRM at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  March 2015 - Present
New York Life Insurance Company  December 2013 - March 2015
Raymond James Financial Inc.  September 2011 - December 2013
Raymond James Financial   July 2008 - September 2011
Raymond James Financial   May 2005 - July 2008
Ruby Tuesday, Inc  2003 - 2005
Seminole Boosters  2004 - 2004
Max & Erma's   2002 - 2004
United Way of Erie County  2002 - 2002

Skills
Marketing Management, Market Analysis, Brand Analysis, Marketing Strategy, Digital Marketing, Corporate Branding, Brand Awareness, B to C, B to B, Cross-functional Team..., Leadership, Project Management, Market Research, Strategy, Direct Marketing, Brand Management, Online Advertising, CRM, Digital Media, B2B, Email Marketing, Management, Financial Services, Lead Generation, Advertising, Social Media, Market Planning, Creative Direction, Integrated Marketing, Marketing Research, Marketing Communications, Competitive Analysis, Social Media Marketing, Budgets, Segmentation, Product Marketing, Brand Development, Interactive Marketing, Online Marketing, Marketing, Analytics

Education
University of Tampa - John H. Sykes College of Business   2007 — 2009
M.S., Marketing

Florida State University   2001 — 2005
B.A., Advertising

Gary Bruno Gary Bruno Doylestown, Pennsylvania Details
Gary Bruno's Raymond James Financial Experience August 1995 - November 1996
Job Deputy Sheriff
Industry Law Enforcement
Experience
County of Bucks  August 2014 - Present
Fulton Bank  September 2007 - April 2014
Bank of America  October 2004 - September 2007
Fleet Bank  July 2001 - September 2004
Summit Bank  November 1996 - July 2001
Summit Bank (Bank of America)   1996 - 2001
Summit Bank NJ   1996 - 2001
Raymond James Financial   August 1995 - November 1996
United Jersey Bank  March 1987 - August 1995

Skills
Small Business Lending, Commercial Banking, Loans, Banking, Retail Banking, Consumer Lending, Credit, Commercial Mortgages

Education
Mercer County Community College   1983 — 1985
AAS, Fire Science Technology

East Brunswick High School   1977 — 1980

Heather Wolfe Schaul Heather Wolfe Schaul Tampa/St. Petersburg, Florida Area Details
Heather Wolfe Schaul's Raymond James Financial Experience January 2004 - September 2010
Job Manager, National Conferences and Programs at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  April 2014 - Present
Raymond James Financial Services, Inc.   September 2010 - April 2014
Webster University  2006 - 2014
Webster University  2006 - 2014
Raymond James Financial   January 2004 - September 2010
Wharton High School  August 1998 - June 2000

Skills
Adult Education, Staff Development, Teaching, Needs Analysis, Instructional Design, Leadership Development, Organizational..., Career Development, Training, Budgets, E-Learning, Coaching, Leadership, Workshop Facilitation, Interviews, Career Counseling, Human Resources, Performance Management, Captivate, Management, Organizational..., Talent Management, Employee Benefits, Onboarding, Team Building, Employee Training, Conflict Resolution, Employee Engagement, Succession Planning, Resume Writing, Change Management, Executive Coaching, Performance Improvement, Program Management, Training Delivery, Instructor-led Training

Education
Webster University   2003 — 2004
M.A., Human Resources Management

Webster University (AT)   2001 — 2003
M.A., Human Resources Development

Florida State University   1994 — 1998
B.S., Family and Consumer Sciences Education

Jane Washburn Jane Washburn Punta Gorda, Florida Area Details
Jane Washburn's Raymond James Financial Experience 2006 - 2009
Job Private Investor
Industry Financial Services
Experience
Self-Employed  March 2012 - Present
Isles Yacht Club   October 2010 - February 2012
Tigrent Inc.  2009 - 2010
Raymond James Financial   2006 - 2009
Brand-Built International   2002 - 2006
Broadview International  1997 - 2001
PricewaterhouseCoopers  1990 - 1997

Skills
Wealth Management, Valuation, Financial Modeling, M&A experience, Mergers, Equities, Mergers & Acquisitions, Corporate Development, Financial Analysis, Due Diligence, Investments, Management, Venture Capital, Leadership, Corporate Finance, Private Equity, Marketing Communications, Portfolio Management, Business Strategy, Alternative Investments, Online Advertising, Marketing, Business Development, Investment Banking, Social Media Marketing, Marketing Strategy, Entrepreneurship, Product Marketing

Education
Indiana University - Kelley School of Business   1976 — 1978
MBA, Marketing/Finance

Indiana University Bloomington
BA, Journalism and Sociology

Cori Smith Cori Smith Tampa/St. Petersburg, Florida Area Details
Cori Smith's Raymond James Financial Experience December 2013 - May 2015
Job Senior Manager, Account Services Marketing at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   June 2015 - Present
Raymond James Financial   December 2013 - May 2015
Raymond James Financial   May 2012 - December 2013
Raymond James Financial   January 2010 - May 2012
Raymond James Financial   June 2008 - January 2010
Raymond James Financial   May 2007 - June 2008
Florida State University  2007 - 2007
BBDO  May 2006 - August 2006

Skills
Advertising, Integrated Marketing, Customer Insight, Marketing Communications, Media Planning, Digital Marketing, Direct Marketing, Social Media Marketing, Creative Direction, Email Marketing, Direct Mail, Marketing, Brand Development, Digital Strategy, Marketing Strategy, Digital Media, Marketing Research, Brand Management, Market Research, Online Marketing, Online Advertising, Facebook, Media Buying, Account Management, Market Planning

Education
University of Tampa - John H. Sykes College of Business   2014 — 2017
Master of Business Administration (MBA)

Florida State University   2003 — 2007
B.S., Advertising, Magna Cum Laude

Shaun Wheeler Shaun Wheeler Columbus, Ohio Area Details
Shaun Wheeler's Raymond James Financial Experience January 2001 - August 2003
Job Business Development
Industry Consumer Services
Experience
Self  March 2015 - Present
Herb Gillen Agency   June 2013 - March 2015
Financial Services, Oil & Gas, IT & Software Services, Manufacturing & Industrial   September 2009 - May 2013
Telecommunications Industry  June 2008 - September 2009
Professional Services  October 2007 - May 2008
Oil & Gas production   May 2000 - January 2005
Raymond James Financial   January 2001 - August 2003
McDonald Investments & other   January 1998 - February 2001

Skills
Business Development, Sales Management, Leadership, Product Development, Business Case, Partner Management, Vertical Marketing, Cold Calling, Account Management, Sales, New Business Development, Recruiting, Strategic Planning, Sourcing, Team Building, Project Management, Customer Service, Risk Management, Trading, Budgets, Communication, Marketing, Management

Education
Ohio University   1998 — 2003
Business Finance

Lancaster

Maureen Cajoux, Esq. Maureen Cajoux, Esq. Greater New York City Area Details
Maureen Cajoux, Esq.'s Raymond James Financial Experience 2004 - 2006
Job Counsel at Ameriprise Financial Services, Inc.
Industry Legal Services
Experience
Ameriprise Financial Services, Inc.   2011 - Present
Blue Sky MLS   2010 - 2011
Maureen G. Cajoux Esq.   2001 - 2010
Raymond James Financial   2004 - 2006
Hooper and Weiss LLC   2002 - 2004
FINRA  2001 - 2002
Academic Clerkships   1998 - 2001
Morgan Stanley Dean Witter  1997 - 1998

Skills
Securities Litigation, FINRA, Securities Regulation, Mediation, Class Actions, Arbitration, SEC, Litigation, Investment Advisory, Negotiation, Public Speaking, Corporate Governance, Civil Litigation, AML, Commercial Litigation, Corporate Law, Securities Offerings, Securities, Legal Research, Broker-Dealer, Securities Arbitration, Securities Law, Investment Company Act, Litigation Management, Mergers, Wealth Management, Hedge Funds, Legal Writing, Strategic Financial..., Investments

Education
New York Law School
JD

New York University
BA

David Deckert David Deckert Kansas City, Missouri Area Details
David Deckert's Raymond James Financial Experience September 2009 - July 2012
Job Financial Advisor at LPL Financial
Industry Investment Management
Experience
LPL Financial  May 2012 - Present
Raymond James Financial   September 2009 - July 2012
Colt Investments Inc.   January 2009 - August 2010
Northwestern Mutual  2005 - December 2008
Bank of Prairie Village  2004 - 2006
Abudant Living Ministries   2002 - 2005
Sprint  1999 - 2002
Sprint  1998 - 1999
Sprint  1997 - 1998
Sprint  1994 - 1997

Education
University of Missouri-Columbia   2009 — 2012
Personal Financial Planning

University of Colorado Boulder   2003 — 2006
Graduate School of Banking

Kansas State University   1978 — 1982
Bachelor of Science, Accounting

George M. Blount George M. Blount Greater Boston Area Details
George M. Blount's Raymond James Financial Experience April 2002 - March 2003
Job Strategy & Research at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services  January 2015 - Present
John Hancock Life Insurance Company (U.S.A.)   July 2012 - December 2014
John Hancock Life Insurance Company (U.S.A.)   January 2011 - July 2012
John Hancock Life Insurance Company (U.S.A.)   March 2003 - January 2011
Raymond James Financial   April 2002 - March 2003
E*TRADE Financial  November 1999 - April 2002
Henssler Financial  November 1997 - November 1999

Skills
401k, Mutual Funds, Retirement Planning, Financial Services, Retirement, Series 6, Series 63, Investments, FINRA, Series 7, Management, Wealth Management, Pensions, Life Insurance, Fixed Annuities, Sales, Separately Managed..., Sales Management, Project Management, Strategic Financial..., Insurance, Asset Allocation, Sales Operations, Variable Annuities, Retirement Services, Retirement Plan..., Agile Project Management, Series 24, Series 65, Employee Benefits, Qualified Retirement..., Profit Sharing, ETFs, Uniform Combined State..., Retirement Plan..., Six Sigma, Green Belt, Process Excellence, Strategy, Leadership, Qualitative Research, Public Policy, Governmental Affairs, Trade Associations, Innovation Development

Education
Walden University
Research Doctorate Candidate (DBA), Social Impact Management

Walden University   2005 — 2007
MBA, Enterprise Risk Management

Johnson and Wales University   1995 — 1997
Bachelor of Science (BS), Management, 3.0

Johnson and Wales University   1993 — 1995
Associate of Science (AS), Finance & Investment, 3.8

Meisha-ann Martin Meisha-ann Martin New York, New York Details
Meisha-ann Martin's Raymond James Financial Experience May 2008 - June 2012
Job Director, People Analytics at Flextronics
Industry Airlines/Aviation
Experience
Flextronics  August 2015 - Present
JetBlue Airways  July 2012 - August 2015
Raymond James Financial   May 2008 - June 2012
Raymond James Financial   September 2006 - May 2008
TECO Energy  May 2004 - December 2004

Skills
Employee Engagement, Statistics, Job Analysis, Data Analysis, Talent Management, Strategic Planning, Validation, Analysis, SPSS, Psychology, Metrics

Education
University of South Florida   2000 — 2006
Master of Arts, 2004)Industrial/Organizational Psychology

University of South Florida   2000 — 2006
Doctor of Philosophy, Industrial/Organizational Psychology

Morgan State University   1996 — 2000
Bachelor of Science, Psychology

Scott Searles Scott Searles Strongsville, Ohio Details
Scott Searles's Raymond James Financial Experience January 1999 - March 2003
Job President at Searles Wealth Management
Industry Financial Services
Experience
Searles Wealth Management   August 2013 - Present
Bishop Financial Advisors   November 2012 - August 2013
Inverness Investment Group   March 2003 - November 2012
Raymond James Financial   January 1999 - March 2003

Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investment Strategies, Investment Advisory, Asset Allocation, Investments, Small Business, Estate Planning, Wealth, 401k, Alternative Investments, Financial Services, Securities, Wealth Management..., Finance, Retirement Plan..., Physicians, Executive Positions, Managed Futures, Retirement, Financial Advisory, Series 7

Education
Kent State University   1989 — 1993
Bachelors, Finance

Charles Lorigo Charles Lorigo Tampa/St. Petersburg, Florida Area Details
Charles Lorigo's Raymond James Financial Experience April 2004 - April 2006
Job
Industry Computer Software
Experience
PricewaterhouseCoopers LLP  October 2013 - Present
Raymond James Financial Inc.  January 2013 - September 2013
Raymond James Financial Inc.  August 2012 - December 2012
HP Enterprise Services  January 2012 - November 2012
Raymond James Financial Inc.  July 2010 - December 2011
Raymond James  May 2010 - February 2011
Raymond James  April 2006 - June 2010
Raymond James Financial   April 2004 - April 2006
Raymond James Financial   April 2002 - April 2004
Retrieval Dynamics   March 2001 - April 2003

Skills
SOA, SDLC, SharePoint, Microsoft SQL Server, Enterprise Architecture, Software Development, C#, SQL, Integration, T-SQL, ASP.NET, WCF, Requirements Analysis, UML, Visual Studio, Databases, Web Applications, Requirements Gathering, Architecture, Agile Methodologies, Enterprise Software, SSRS, JavaScript, Software Project..., .NET, Design Patterns, Web Services, C++, Active Directory, Microsoft Technologies, Microsoft CRM, Application Architecture, Security, Solution Architecture, Scrum, Java, IIS, Database Design, HTML 5, Web Development, jQuery, High Availability, Identity Management, AngularJS, Hadoop, SOLR, HBase, Hive, Linux, Ambari

Education
Georgia State University   1990 — 1994
BS

Charles Offer Charles Offer Sarasota, Florida Details
Charles Offer's Raymond James Financial Experience September 1990 - December 2005
Job Realtor at Coldwell Banker Residential Real Estate
Industry Real Estate
Experience
Coldwell Banker Residential Real Estate  October 2003 - Present
The Climax Entertainment Agency   November 1981 - June 2007
Raymond James Financial   September 1990 - December 2005
Contemporary Talent, Inc.   October 1975 - November 1981

Skills
Contract Negotiation, Market Research, Online Marketing, Real Estate Transactions, Real Estate, Buyers, Sellers, Short Sales, Investors, First Time Home Buyers, Referrals, Relocation, Condos, Residential Homes, Single Family Homes, Foreclosures, Buyer Representation

Education
University of Wisconsin-Milwaukee   1974 — 1975
Urban Affairs

Marquette University   1969 — 1973
BA, Psychology, Sociology

Joseph Pellegrini, WMS Joseph Pellegrini, WMS Palm Harbor, Florida Details
Joseph Pellegrini, WMS's Raymond James Financial Experience February 2008 - June 2012
Job Vice PresidentBusiness Development, Southeast Division at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services  November 2012 - Present
Raymond James Financial Inc.  June 2012 - November 2012
Raymond James Financial   February 2008 - June 2012
Ameriprise Financial Advisors  2001 - 2007
Ameriprise Financial  2001 - 2007
United Airlines  1999 - 2001

Skills
Financial Planning, Asset Allocation, Asset Management, Cold Calling, Recruiting, Client Acquisition, Client Service, Client Relationship..., Sales Management, Seminar Presentations, Seminar Speaker, New Business Development, Investment Strategies, Insurance Planning, Estate Planning, Series 7, series 66, Asset Managment, Strategic Financial..., Financial Services, Uniform Combined State..., Business Development, CRM, Client Services, Finance, Financial Advisory, Insurance, Financial Planners, Public Speaking, Sales, Securities, Wealth Management, Retirement Planning, Mutual Funds, Customer Acquisition

Education
Nova Southeastern University   2007 — 2010
Business Management

St. Petersburg College   1998 — 1999

Plymouth State University   1996 — 1997

Barbara Fischer Barbara Fischer Tampa/St. Petersburg, Florida Area Details
Barbara Fischer's Raymond James Financial Experience January 2011 - Present
Job Manager, Talent Consulting at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James Financial   January 2011 - Present
Raymond James Financial   April 2005 - December 2010
Raymond James  December 2000 - April 2005
Raymond James  November 1995 - December 2000

Skills
Talent Management

Education
Penn State University   2002 — 2004
Master of Education, Adult Education

Brad Howerter Brad Howerter Tampa/St. Petersburg, Florida Area Details
Brad Howerter's Raymond James Financial Experience January 1997 - December 1997
Job Experienced IT Consultant
Industry Information Technology and Services
Experience
The I.T. Guys, Inc.   June 2005 - Present
Southern Wine & Spirits  October 2002 - June 2005
Verizon  January 2002 - October 2002
Technical Resource Connection   January 2000 - June 2001
Insurance Management Solutions Group  September 1998 - January 2000
RHI Consulting  January 1998 - September 1998
Raymond James Financial   January 1997 - December 1997
Beneficial  August 1996 - January 1997
USAF  June 1990 - May 1996

Skills
Network Administration, Business Management, Customer Relations, Hardware, Internet, Integration, IT Management, IT Strategy, IT Service Management, IT Audit, Healthcare IT, IT Operations, Non-profits, Network Security, Operations, Online Marketing, Operations Management, Strategic Planning, Problem Solving, SEO, Troubleshooting, Vendor Management, Web Services, Windows, Wireless, Customer Service, Networking, VPN, Microsoft Exchange, Cisco Technologies

Education
Dell   2000 — 2000
DCT, Information Technology

Microsoft   1999 — 1999
MCSE, Information Technology

Northern Michigan University   1990 — 1993
Business Administration

Thomas Sauvlet Thomas Sauvlet Dallas/Fort Worth Area Details
Thomas Sauvlet's Raymond James Financial Experience January 1999 - November 2005
Job Marketing and Sales Executive
Industry Management Consulting
Experience
DOCUmation  November 2014 - Present
TOP PRODUCERS MARKETING   December 2009 - Present
AMC Youth Service   September 2008 - Present
CBS Radio / Texas Rangers Radio Network   November 2005 - September 2008
Raymond James Financial   January 1999 - November 2005
Morgan Stanley Dean Witter  January 1995 - January 1999

Skills
Mutual Funds, Investments, Strategic Financial..., Portfolio Management, Marketing Strategy, Sales, Marketing Communications, Securities, Risk Management, Management, Sales Management, Insurance, Banking, Advertising, Training, Marketing, Budgets, Leadership, Public Speaking, Program Management, Sales Process, Small Business, Customer Retention, Customer Service, Strategy, Executive Management, Team Building

Education
University of Phoenix   2008 — 2010
Masters of Business Administration, Marketing Management

University of Phoenix   2008 — 2009
Master of Business Administration (M.B.A.), Business Management and Marketing, 3.89/4.00 GPA, Member of the Delta Mu Delta International Business Honor Society

Ohio University   1975 — 1979
Bachelor of Science, Business and Communications, 3.05/4.00 GPA

Susan Futterman Susan Futterman San Francisco Bay Area Details
Susan Futterman's Raymond James Financial Experience 2008 - September 2010
Job Marriage & Family Therapist Trainee at Pacific Center for Human Growth
Industry Financial Services
Experience
Strategic Marketing & Communications for the Nonprofit Sector   March 2014 - Present
Therapeutic Behavior Services, La Cheim   February 2014 - Present
American Foundation for Suicide Prevention  January 2014 - Present
Pacific Center for Human Growth  June 2013 - Present
Contango Capital Advisors  October 2010 - Present
Raymond James Financial   2008 - September 2010
Raymond James  2007 - 2008
Contango Capital Advisors  2004 - 2007
Silicon Valley Business Journal  2004 - 2005
Netcentives  2000 - 2003

Skills
Marketing Communications, Public Speaking, Corporate Communications, Newsletters, Editing, Strategic Communications, Internal Communications, Marketing, Copy Editing, Event Planning, Press Releases, Publishing, Publications, Management, Editorial, Nonprofits, Leadership, Copywriting, Media Relations, Project Management, Crisis Communications, Public Relations, Blogging, Speech Writing, Content Development, Content Strategy, Social Networking, Web Content, Social Media Marketing, Content Management, Community Development, Email Marketing, Strategic Partnerships, Publicity

Education
Northwestern University   1984 — 1985
MSJ, Journalism

Stanford University   1971 — 1975
BA

El Camino Real   1968 — 1971

Jennifer Zalinsky Jennifer Zalinsky Miami/Fort Lauderdale Area Details
Jennifer Zalinsky's Raymond James Financial Experience January 2001 - September 2004
Job Professional Executive Administrator
Industry Real Estate
Experience
S & J Residential Services, LLC   May 2012 - Present
LNR Property Corporation  March 2010 - Present
LNR Property LLC  2010 - 2013
Bayview Financial  February 2006 - April 2008
Singer Xenos   September 2004 - January 2006
Raymond James Financial   January 2001 - September 2004
Morgan Stanley  September 1998 - December 2000
Young Stovall & Company   1993 - 1998

Skills
Real Estate, Investment Properties, Real Estate Development, Financial Analysis, Finance, Customer Service, Credit, Strategic Planning, Contract Negotiation, Marketing, Commercial Real Estate, Sales, Real Estate Transactions, Property Management, Leases, Invoicing, Accounts Receivable, Human Resources, Microsoft Word, Microsoft Excel, Negotiation, Accounts Payable, Budgets, Investments

Education
Miami Southridge Senior High   1986 — 1989

Miami Dade College

Justin Hawksley, MBA Justin Hawksley, MBA Greater Denver Area Details
Justin Hawksley, MBA's Raymond James Financial Experience May 2008 - August 2008
Job Financial Advisor at Ethos Financial Partners a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ethos Financial Partners a financial advisory practice of Ameriprise Financial Services, Inc.   August 2015 - Present
Ameriprise Financial Services Inc.  June 2012 - July 2014
The Frugal Group, LLC   August 2011 - January 2012
Alrington Country Club   July 2010 - December 2010
RAYMOND JAMES FINANCIAL   May 2008 - August 2008

Education
University of Kentucky   2010 — 2012
Masters of Business Administration, Business

Heidelberg University   2006 — 2010
Bachelor of Science, General Business, Finance, Economics

Leigh Ann Shepard Leigh Ann Shepard Huntington, West Virginia Area Details
Leigh Ann Shepard's Raymond James Financial Experience August 2006 - October 2009
Job Vice President/Branch Manager and Commerical Lender at Farmers Bank
Industry Financial Services
Experience
Farmers Bank  September 2014 - Present
Peoples Bank / Raymond James Financial Services   October 2009 - September 2014
Peoples Bank  August 2006 - October 2009
Raymond James Financial   August 2006 - October 2009
CDI  August 2005 - August 2006
BB&T  September 1996 - February 2004

Skills
Credit, Retirement Planning, Investments, Loans, Finance, Wealth Management, Banking, Mutual Funds, Portfolio Management, Retail Banking, Fixed Annuities, Series 6, Series 63, Series 7, Mortgage Lending, Management

Education
West Virginia University   2006 — 2008
Master, Integrated Marketing Communications

Marshall University   2003 — 2005
Bachelors, RBA

PPJSHS

Dave Meyrowitz Dave Meyrowitz Greater New York City Area Details
Dave Meyrowitz's Raymond James Financial Experience October 1999 - March 2002
Job VP Strategy and Business Development at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions  June 2014 - Present
Credit Suisse  March 2008 - December 2013
Citigroup Private Bank  March 2006 - September 2007
Citigroup - Smith Barney  July 2003 - February 2006
Raymond James Financial   October 1999 - March 2002
A.T. Kearney   August 1997 - June 1999
JP Morgan  April 1993 - July 1995
Ernst and Young  August 1991 - April 1993

Skills
Wealth Management, Financial Services, Strategy, Management Consulting, Marketing, Strategic Financial..., Business Strategy, Process Improvement, Corporate Development, Private Banking, Cross-functional Team..., Consulting, Derivatives, Investments, Portfolio Management, Equities, Finance, Strategic Planning, Investment Banking, Business Development, Risk Management, Analysis, Executive Management, Management, Financial Modeling, Corporate Finance, Private Equity, Mergers & Acquisitions, Competitive Analysis, Leadership, Due Diligence, Financial Analysis, Capital Markets, New Business Development, Asset Management

Education
J.L. Kellogg Graduate School of Management   1995 — 1997
MBA, Business Manangement

The College of William and Mary   1987 — 1991
BBA, Accounting

Joseph Ousley Joseph Ousley Tampa/St. Petersburg, Florida Area Details
Joseph Ousley's Raymond James Financial Experience September 2009 - March 2010
Job Database Manipulation Wizard
Industry Information Technology and Services
Experience
Clarifire  February 2015 - Present
Clarifire  August 2014 - February 2015
Clarifire  May 2014 - August 2014
West Pharmaceutical Services  July 2013 - May 2014
Starbucks  September 2011 - July 2013
Hilton Worldwide  February 2007 - May 2010
Raymond James Financial   September 2009 - March 2010

Skills
Computers, Access Manager, Problem Solving, Access, Active Directory, Information Technology, Databases, Software, POS, Customer Service, Visio, Microsoft Office 2007, PeopleSoft, Time Management, Inventory Management, Mac OS X, Outlook, Windows 7, Windows XP Pro, Microsoft Office, Customer Satisfaction, Database Administration, Lotus Notes, Technical Support, Microsoft SQL Server, Computer Hardware, Troubleshooting, System Administration, Software Installation, Networking, Telephone Skills, Printers, Data Entry, Computer Repair, Laptops, Operating Systems, Hardware, Cashiering, Information Security, Windows, Computer Maintenance, Administration, Network Administration, Microsoft Exchange, Windows Server, Servers, Remote Desktop, Internet Explorer, Wireless Networking, Inventory Control

Education
ITT Technical Institute-Tampa   2014 — 2016
Bachelor of Applied Science (BASc), Information Systems and Cybersecurity

ITT Technical Institute-St. Petersburg   2011 — 2014
Associate of Science (A.S.), Network Systems Administration

University of South Florida   2008 — 2010
Information Systems Business Management

Karim Khowaja Karim Khowaja Greater Chicago Area Details
Karim Khowaja's Raymond James Financial Experience January 2000 - December 2005
Job Executive Board Member at Unifed CML LLC
Industry Restaurants
Experience
The Khowaja Organization (TKO) - A Dunkin Brands Franchisee   August 2004 - Present
Unifed CML LLC   January 2010 - Present
Mid-America Young Executives Committee   May 2007 - January 2011
Investment Centers of America  September 2009 - August 2010
Gunn Allen PWM/TKO   October 2005 - August 2009
Raymond James Financial   January 2000 - December 2005

Skills
Restaurant Management, Food Safety Management..., Brand Management, Recruiting, Labor Management, Multi-unit, Strategy, Leadership, Lease Negotiations, Strategic Financial..., Management, Financial Analysis, Franchising, Franchise Consulting, Menu Development, Inventory Control, Food Cost Analysis, Team Building, Quick Service, Forecasting, Food Safety, Investments, Market Research, Wealth Management, Series 7, Quality Auditing, Business Planning, Turnaround Experience, Operational Excellence, Operational Turnaround, Hospitality Management, Startup Development, Management Team..., Training And Recruitment, Menu, Marketing and..., Exit Strategies, Retirement Planning, P&L Management, Talent Acquisition

Education
New York University   2000 — 2005
Finance

John Bonhard John Bonhard Greater Detroit Area Details
John Bonhard's Raymond James Financial Experience April 2010 - August 2010
Job Associate at Beringea
Industry Venture Capital & Private Equity
Experience
Beringea   March 2015 - Present
P&M Corporate Finance - PMCF  June 2013 - March 2015
Michigan State University  January 2012 - May 2013
P&M Corporate Finance  June 2012 - August 2012
MSU Student Investment Fund   September 2011 - May 2012
Global Crossing  June 2011 - August 2011
Michigan State University  August 2010 - May 2011
Raymond James Financial   April 2010 - August 2010
United Yachting Manufacturing   2003 - 2009

Skills
Financial Modeling, Financial Analysis, Research, Bloomberg, Data Analysis, Microsoft Excel, Leadership, PowerPoint, Critical Thinking, Valuation, Sell-side M&A Advisory, Buy-side M&A Advisory, Capital Raising, Fairness Opinions, Strategic Assessments, Strategy

Education
Michigan State University   2009 — 2013
BA, Finance

Drew H. Slater Drew H. Slater Tampa/St. Petersburg, Florida Area Details
Drew H. Slater's Raymond James Financial Experience June 2011 - July 2014
Job Account Manager
Industry Public Relations and Communications
Experience
Kobie Marketing  May 2015 - Present
Self-Employed  June 2011 - May 2015
Raymond James Financial Inc.  July 2014 - April 2015
Raymond James Financial   June 2011 - July 2014
Ren Scott Productions   June 2010 - August 2010
ChappellRoberts  January 2010 - May 2010
University of South Florida Advanced Public Relations Class Project: College Hunks Hauling Junk   January 2010 - May 2010
The Crisis Center of Tampa Bay  January 2010 - May 2010
USF Public Relations Student Society of America   May 2009 - May 2010
Tampa Bay Lightning Foundation   August 2009 - December 2009

Skills
Press Releases, Media Relations, Facebook, Digital Marketing, Public Relations, Social Media, Marketing, Blogging, Newsletters, Social Networking

Education
University of South Florida   2014 — 2016
Master of Business Administration (MBA)

University of South Florida   2008 — 2010
B.A, Public Relations

Florida State University   2006 — 2008
AA

Krista Singleton Krista Singleton Tampa/St. Petersburg, Florida Area Details
Krista Singleton's Raymond James Financial Experience January 1999 - October 2006
Job Manager, Instructional Design, Raymond James and AssociatesPrivate Client Group
Industry Financial Services
Experience
Raymond James & Associates - Private Client Group   August 2014 - Present
Sagicor Life Insurance Company  July 2011 - October 2013
Principal Financial Group  October 2006 - June 2009
Raymond James Financial   January 1999 - October 2006
Scholastic Book Fairs  August 1997 - January 1999
Hernando County Schools  January 1993 - January 1997

Skills
Sales, Training, Life Insurance, Retirement Planning, Insurance, Employee Benefits, Customer Service, Series 7, Mutual Funds, Fixed Annuities, Recruiting, Investments, Management, Sales Management, Selling, Marketing, Coaching, Sales Operations

Education
University of South Florida   2011 — 2014
M. Ed., Instructional Technology, 4.0 Overall GPA

Florida State University   1991 — 1994
Bachelor of Science (B.S.), English/Language Arts Teacher Education

Kurt Bauer Kurt Bauer Tampa/St. Petersburg, Florida Area Details
Kurt Bauer's Raymond James Financial Experience 1998 - 1999
Job Director of Technical Services at iTech Support, Inc.
Industry Information Technology and Services
Experience
i-Tech Support, Inc.   April 2015 - Present
SWK Technologies, Inc.   July 2014 - April 2015
Blytheco  May 2013 - July 2014
Blytheco  May 2008 - May 2013
E2E Technology Solutions LLC   January 2003 - May 2008
Bauer Holding Group   January 2005 - January 2008
Solature   1999 - 2003
Raymond James Financial   1998 - 1999
LAI Worldwide   May 1998 - November 1998
NCR Corporation  May 1996 - May 1998

Skills
Microsoft Certified..., Sage Certified X3..., Software Implementation, Integration, ERP, SaaS, Microsoft SQL Server, Business Intelligence, Enterprise Software, SQL, Professional Services, Requirements Analysis, T-SQL, Business Analysis, Software Project..., Software Development, Business Process, .NET, Sage, Cloud Computing, SugarCRM, EDI, Visual Basic, Crystal Reports, Disaster Recovery, ASP.NET, Microsoft Dynamics, IIS, E-commerce, Databases, ASP, Agile Methodologies, SharePoint, VB.NET

Education
Miami University   1992 — 1996
Bachelor of Science (BS), Management Information Systems, General

Amanda Patanow Amanda Patanow Tampa/St. Petersburg, Florida Area Details
Amanda Patanow's Raymond James Financial Experience August 2000 - October 2005
Job President & COO at Tricycle Studios
Industry Marketing and Advertising
Experience
Tricycle Studios  January 2013 - Present
Doctors' Administrative Solutions, LLC   December 2007 - April 2012
Hill, Ward & Henderson   October 2005 - December 2007
Raymond James Financial   August 2000 - October 2005

Skills
Strategic Planning, Marketing, Business Development, Fundraising, Grant Writing, Social Media Marketing, Public Relations, Online Advertising, Social Media, Marketing Strategy, Public Speaking, Marketing Communications, Angel Investing, Training, Healthcare, Leadership, Sales Management, Start-ups, Sales, Strategy, Business Planning, Management, Brand Development, Entrepreneurship, Business Strategy, Recruiting, Advertising, SEO, Strategic Communications, Analytics, Email Marketing, Account Management, Online Marketing, Coaching, Strategic Partnerships

Education
Florida State University
BS, Interdisciplinary Social Sciences (Public Administration and Economics)

Suwannee High School

Christie Starvish Christie Starvish Tampa/St. Petersburg, Florida Area Details
Christie Starvish's Raymond James Financial Experience March 2006 - June 2008
Job Compliance Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group  June 2008 - Present
Raymond James Financial   March 2006 - June 2008
Ceridian Retirement Plan Services  January 2003 - March 2006
Ceridian Retirement Plan Services  January 2003 - July 2003
Coldwell Banker 12   January 2001 - December 2002
T. Rowe Price  November 1998 - July 2002

Education
Framingham State College
B.S, Business Administration

Tony Wetherington Tony Wetherington New York, New York Details
Tony Wetherington's Raymond James Financial Experience 2000 - 2005
Job Sr. Business Analyst / Project Management Professional
Industry Financial Services
Experience
Barclays Investment Bank  March 2011 - Present
Credit Suisse  March 2011 - January 2012
D.E. Shaw & Co.   2006 - 2011
National City Bank  2005 - 2006
Raymond James Financial   2000 - 2005
AmSouth Bank  1995 - 2000

Skills
Derivatives, Trading, Dodd-Frank, MiFID, Program Management, Business Analysis, Accounting, Fixed Income, Hedge Funds, Equities, Project Management, Project Planning, Software Project..., Investment Banking, Credit Derivatives, Management, Capital Markets, Risk Management, Financial Services, SDLC, Portfolio Management, Finance, Banking, Financial Markets, Vendor Management, Securities, Management Consulting, Trading Systems, Asset Management, FX Options

Education
Technical Institute of America   2014 — 2014
PMP, Project Management

American Institute of Banking   1998 — 2000
Bachelor's degree, Financial Institution Management

Middle Tennessee State University   1993 — 1997
Bachelor of Science (BS), Finance and Financial Management Services

Katie Wallisch Katie Wallisch Greater Philadelphia Area Details
Katie Wallisch's Raymond James Financial Experience January 2010 - August 2010
Job Art Teacher at AIM Academy
Industry Fine Art
Experience
AIM Academy  January 2014 - Present
AIM Academy  2012 - Present
Green Woods Charter School  September 2012 - December 2013
ACPPA   2012 - 2013
Tredyffrin/Easttown School District  September 2010 - June 2011
Raymond James Financial   January 2010 - August 2010
One Brilliant Boutique   June 2005 - 2010
TEAM Enterprises  August 2009 - December 2009

Skills
Pennsylvania Certified..., Public Speaking, Teaching, Microsoft Office, Event Planning, Nonprofits, Social Media, PowerPoint, Fundraising, Community Outreach, Microsoft Word, Microsoft Excel, Training, Customer Service, Leadership, Event Management, Facebook, Editing, Public Relations, Blogging, Research

Education
Moore College of Art and Design   2010 — 2011
Masters, Art Education

Penn State University   2005 — 2009
Fine Arts, Drawing and Painting

Jana Strange Jana Strange Tampa/St. Petersburg, Florida Area Details
Jana Strange's Raymond James Financial Experience April 2011 - Present
Job Public Relations Specialist at Raymond James Financial
Industry Public Relations and Communications
Experience
Raymond James Financial   April 2011 - Present
Indianapolis Motor Speedway  March 2007 - November 2010
Walt Disney World  August 2005 - December 2006
Chicagoland Speedway  May 2006 - September 2006
Walt Disney World  February 2005 - August 2005

Skills
Media Relations, Press Releases, Corporate Communications, Public Relations, Event Planning, Sports Marketing, Editing, Event Management, Customer Service, Publicity, Marketing Communications, Crisis Communications, Sports, Sports Management, Public Speaking

Education
Indiana University Bloomington   2002 — 2006
Bachelor of Arts, Journalism

Randal Langdon Randal Langdon Dallas/Fort Worth Area Details
Randal Langdon's Raymond James Financial Experience 2006 - 2009
Job Managing Director Financial Services with Expertise in Wealth Management | Open to networking opportunities
Industry Financial Services
Experience
Financial Services Leadership, Dallas/Fort Worth Area   2015 - Present
Capgemini Consulting  2012 - Present
Lindner Capital Advisors, Inc.   2009 - 2011
Raymond James Financial   2006 - 2009
Merrill Lynch  1983 - 2005

Skills
Financial Advisory, Wealth Management, Mutual Funds, Investments, Asset Managment, Series 7, Equities, Portfolio Optimization, Leadership, Venture Capital, Financial Services, Strategic Financial..., Portfolio Management, Capital Markets, Securities, Risk Management, Fixed Income, Hedge Funds, Financial Markets, Financial Risk, Derivatives, Asset Management, Investment Banking, Financial Modeling, Trading, Private Equity, Trading Systems, Bloomberg, Bonds, Relationship Management, Alternative Investments, Structured Products, Options, Asset Allocation, Finance, Investment Management, Investment Strategies, Valuation, Investment Advisory, Series 63, ETFs, Emerging Markets, Morningstar Direct, Due Diligence, Equity Research, Wealth Management..., Private Banking, Corporate Finance, Commodity, Banking

Education
Lamar University
MBA, Finance, Top of The Grad Class

Lamar University
B.S. Highest Honors Top of Grad Class, Chemistry

University of Pennsylvania - The Wharton School   1998 — 2000
Wharton Advanced Leadership Development 1998-1999. Post Graduate Work, Finance and Global Management

Guillermo (Bill) Escalona Guillermo (Bill) Escalona Tampa/St. Petersburg, Florida Area Details
Guillermo (Bill) Escalona's Raymond James Financial Experience August 2008 - February 2010
Job Associate, TAMPA, FL
Industry Information Technology and Services
Experience
Raymond James Financial   August 2008 - February 2010
GEITCONSULTING, TAMPA, FL   August 2008 - February 2010
GE Healthcare  July 2007 - July 2008
JP Morgan Chase  January 2000 - February 2007

Skills
Java, Perl, Databases, Software Development, JavaScript, Requirements Analysis, Microsoft SQL Server, Unix, SDLC, SQL, Testing, Agile Methodologies, Visio, Business Analysis, Oracle, XML, Software Project...

Education
University of Phoenix   2001 — 2004
B.S, Information System and Accounting

Florida Metropolitan University   1997 — 1999
A.S, Information System, Accounting

Chris Derisley, CFP® Chris Derisley, CFP® Greater Detroit Area Details
Chris Derisley, CFP®'s Raymond James Financial Experience May 2007 - August 2007
Job Senior Advisor at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors  August 2009 - Present
Plante Moran Financial Advisors  June 2008 - August 2008
Raymond James Financial   May 2007 - August 2007

Skills
Finance, Strategic Financial..., Wealth Management, Financial Modeling, Financial Analysis, Accounting, Financial Services

Education
Wayne State University   2009 — 2010
Master of Business Administration (MBA)

Michigan State University   2005 — 2008
Bachelor of Arts (B.A.), Finance

Brent Kriegshauser Brent Kriegshauser Tampa/St. Petersburg, Florida Area Details
Brent Kriegshauser's Raymond James Financial Experience August 2011 - Present
Job Assistant to the Chairman at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial   August 2011 - Present
Macquarie Capital (USA) Inc.   April 2007 - June 2010
Giuliani Capital Advisors LLC   January 2007 - April 2007
Giuliani Capital Advisors LLC   August 2004 - December 2006

Skills
Valuation, Financial Modeling, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Mergers, Financial Analysis, Investments, Capital Markets, LBO, Equities, M&A experience, Business Valuation, Restructuring, Strategic Planning, Corporate Development, Strategic Financial..., Mezzanine, Leveraged Finance, Financial Services, Acquisitions, Mergers & Acquisitions

Education
Northwestern University - Kellogg School of Management   2010 — 2011
MBA, Finance, Management & Organizations

Miami University   2000 — 2004
B.S., Finance

Rockhurst High School   1996 — 2000

Terri (Simmons) Diemert Terri (Simmons) Diemert Strongsville, Ohio Details
Terri (Simmons) Diemert's Raymond James Financial Experience 1999 - 2002
Job Delivery Coordinator Manager
Industry Automotive
Experience
Serpentini Chevrolet - Strongsville   September 2009 - Present
FitMission   January 2008 - August 2009
MetLife  March 2006 - December 2007
NatCity Investments, Inc.   2002 - 2005
Raymond James Financial   1999 - 2002
Pioneer Standard Electronics Inc.  1987 - 1990

Skills
Automotive Technology..., Public Relations, Operations Management, Management, Marketing, Sales, Account Management, Asset Management, E-commerce, Executive..., Finance, Financial Services, Negotiation, Networking, Problem Solving, Project Management, Website Administration, Security Audits, Entrepreneurship, Accounts Payable, Accounts Receivable, Securities, Business Planning, Time Management

Education
Hondros College of Business   2006 — 2006
Life and Health Insurance License, Finance and Financial Management Services

F I N R A   1999 — 1999
Series 7 License, Financial Planning and Services

Weatherhead School of Management at Case Western Reserve University   1996 — 1996
Business, Management, Marketing, and Related Support Services

Garfield Heights High School   1974 — 1977
Business

Mark Sousa Mark Sousa Tampa/St. Petersburg, Florida Area Details
Mark Sousa's Raymond James Financial Experience September 2012 - Present
Job Sports Leadership professional applying financial acumen and corporate experience to deliver operational excellence
Industry Sports
Experience
Tampa Bay Lightning  September 2014 - Present
Raymond James Financial   September 2012 - Present
State Street  July 2004 - July 2012

Skills
Risk Management, Derivatives, FX Options, Mutual Funds, Accounting, Bloomberg, Access, Customer Service, Operations Management, Team Building, Sports, Project Management, Facilities Operations, Event Management, Problem Solving, Process Improvement, Business Analytics, Data Analysis, Customer Relations, Team Leadership, Performance Reviews, Microsoft Office, Compliance, Governance, Workshop Facilitation, Presentations, Data Mining, Account Management, Auditing, Back Office, Budgeting, Financial Reporting, Financial Regulation, Fraud Detection, RBAC, SailPoint, Segregation of Duties, Settlements

Education
Northeastern University   1999 — 2004
Bachelor of Science, Business Administration; Management Information Systems and Finance & Insurance

Northeastern University   2014 — 2015
Master of Sports Leadership, 3.889

Amanda Eyde Amanda Eyde Tampa/St. Petersburg, Florida Area Details
Amanda Eyde's Raymond James Financial Experience September 2004 - Present
Job Business Process Improvement Consultant Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial   September 2004 - Present
Accenture  July 1998 - August 2004

Skills
Blueworks Live, Business Process, Program Management, Business Analysis, Change Management, Process Improvement, Vendor Management, Business Process..., SDLC, Project Management, Software Project..., SharePoint, Business Process..., Business Process Design, Integration, Visio, Requirements Analysis, Financial Services, Management Consulting, Business Requirements, Requirements Gathering, Risk Management, IT Strategy, PMO

Education
Florida State University   1997 — 1998
MBA, International Business

Florida State University   1991 — 1995
BA, Communications

Nathan Vallinger Nathan Vallinger Austin, Texas Area Details
Nathan Vallinger's Raymond James Financial Experience January 2010 - September 2010
Job Sr. Software Engineer at ACS/TMHP (Accenture)
Industry Computer Software
Experience
ACS/TMHP (Accenture)   October 2010 - Present
Raymond James Financial   January 2010 - September 2010
J.P Morgan Chase  October 2008 - December 2009
Amdocs  September 2006 - October 2008
SunGard  May 2006 - September 2006
Stonehenge Capital Management,   January 2005 - March 2006
Various Companies  November 1992 - January 2005
Compaq  1999 - 2000
Applied Visual Communications, Inc.   1993 - 1994
Siba Software   1991 - 1992

Skills
XML, SQL, HTML, Windows, Data Warehousing, C#, COBOL

Education
Madurai Kamaraj University
B.SC, Physics

Thiagarajar College of Engineering
M.C.A, Master's in Computer Applicatioin

Bryan Prosser Bryan Prosser Sarasota, Florida Area Details
Bryan Prosser's Raymond James Financial Experience October 2007 - Present
Job Raymond James SE Manager, Trading Systems
Industry Information Technology and Services
Experience
Raymond James Financial   October 2007 - Present
Pinellas County Government  2007 - Present
Pinellas County - BCC   2007 - 2007
Eckerd  2000 - 2005
CitiStreet  1997 - 2000

Skills
Agile Methodologies, Business Analysis, E-commerce, Enterprise Architecture, IT Strategy, ITIL, Integration, Microsoft SQL Server, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, SDLC, SOA, SQL, SharePoint, Software Development, Software Project..., Vendor Management, Visio

Education
Jacksonville University   1989 — 1992

Joseph Rorke Joseph Rorke Tampa/St. Petersburg, Florida Area Details
Joseph Rorke's Raymond James Financial Experience September 2002 - Present
Job Corporate Insurance Department at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial   September 2002 - Present

Skills
Outlook, Series 7, Mutual Funds, Access, SDLC, Risk Management, PeopleSoft, Applicant Tracking..., Analysis, Visio, Process Improvement, Microsoft Excel, Business Analysis, Requirements Analysis, Onboarding, SharePoint, Microsoft Word, Microsoft Office, Customer Service

Education
Penn State University   1975 — 1979
Business

Suzi Fiorini Suzi Fiorini Saint Petersburg, Florida Details
Suzi Fiorini's Raymond James Financial Experience June 1993 - June 2008
Job :)
Industry Financial Services
Experience
Raymond James Financial Inc.  BakerNuvrei Patisserie2009 - 2010
Raymond James Financial   June 1993 - June 2008

Skills
Capital Markets, Trading, Equities, Wealth Management, Portfolio Management, Investments, Financial Markets, Strategic Financial..., Series 63, Risk Management, Equity Trading, Series 7, Alternative Investments, Financial Analysis, Finance, Asset Management, Derivatives, Fixed Income, Securities, Financial Modeling, Bloomberg, Hedge Funds, Asset Allocation, Business Analysis, Asset Managment, Valuation, Equity Research

Education
Le Moyne College

Le Cordon Bleu at Western Culinary Institute   2008 — 2009
Patisserie and Baking

Kelli Hartsook Kelli Hartsook Tampa/St. Petersburg, Florida Area Details
Kelli Hartsook's Raymond James Financial Experience May 2006 - September 2015
Job Senior Counsel at Citi
Industry Financial Services
Experience
Citi  September 2015 - Present
Raymond James Financial   May 2006 - September 2015
Raymond James Financial Services, Inc.   April 2005 - May 2006

Skills
Securities Regulation, Securities, FINRA, Arbitration, Series 24, Estate Planning, Securities Litigation, Corporate Law, Investments, Series 7

Education
Stetson University College of Law   2001 — 2004
JD

Florida State University   1996 — 2000
BS, Criminology and Psychology

John Fonnotto John Fonnotto Tampa/St. Petersburg, Florida Area Details
John Fonnotto's Raymond James Financial Experience April 2004 - April 2005
Job IT Consultant at MetLife
Industry Computer Software
Experience
MetLife  August 2007 - Present
Liberty American Insurance Company   April 2005 - August 2007
Raymond James Financial   April 2004 - April 2005
William R. Hough & Co   December 2001 - March 2004
LightPort, Inc.   July 2000 - November 2001
Hydrogen Media  October 1999 - July 2000
Towers Perrin  September 1998 - October 1999

Education
Florida State University - College of Business   2006 — 2008
MSMIS, Management Information Systems

University of South Florida - College of Engineering   1995 — 1998
BSIS, Information Systems

Kurt Deacon Kurt Deacon Orlando, Florida Area Details
Kurt Deacon's Raymond James Financial Experience October 1998 - September 2002
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  November 2014 - Present
Fidelity Investments  April 2012 - November 2014
Fidelity Investments  2006 - April 2012
Fidelity Investments  September 2004 - August 2006
Fidelity Investments  September 2002 - September 2004
Raymond James Financial   October 1998 - September 2002

Skills
Leadership, Process Improvement, Customer Service, CRM, Financial Services, Business Analysis, Vendor Management, Risk Management, Banking, Relationship Management

Education
Xavier University - School of Business Administration   2008 — 2012
MBA, Business Management

Northern Kentucky University   2001 — 2007
Bachelor, Business Management

Greg Bloxom Greg Bloxom Tampa/St. Petersburg, Florida Area Details
Greg Bloxom's Raymond James Financial Experience Tech ConsultingRaymond James & Associates2001 - Present
Job Technology Consultant at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial   Tech ConsultingRaymond James & Associates2001 - Present
Raymond James  1998 - Present

Education
Louisiana Tech University

Joy Camacho Joy Camacho Tampa/St. Petersburg, Florida Area Details
Joy Camacho's Raymond James Financial Experience September 2004 - December 2010
Job Graduate Research Assistant
Industry Higher Education
Experience
Raymond James Financial   September 2004 - December 2010
Sony Music / Columbia Records   1998 - 2002
Pacific Exchange  1997 - 1998

Skills
Social Networking, Social Media Marketing, Access, Business Analysis, Facebook, Visio, SharePoint, SQL, Social Media

Education
University of South Florida   2011 — 2014
Master of Arts (M.A.), Criminology

Ohio University   1990 — 1995
Bachelor of Arts in Political Science, Bachelor of Science in Communication

Sapan Desai Sapan Desai Tampa/St. Petersburg, Florida Area Details
Sapan Desai's Raymond James Financial Experience September 2006 - Present
Job Application Developer at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial   September 2006 - Present
Impact Promotional Publishing  April 2005 - August 2006

Skills
SDLC, Microsoft SQL Server, SQL, T-SQL, C#, SSIS, Visio, Business Analysis, SOA, SSRS, Requirements Gathering, Agile Methodologies, Requirements Analysis, Software Development, Integration, Databases, .NET, Customer Service, Web Services, Database Design, Enterprise Architecture, Systems Analysis, ASP.NET, Data Modeling, Visual Studio

Education
Florida Atlantic University

Mark Kaneas Mark Kaneas Cleveland/Akron, Ohio Area Details
Mark Kaneas's Raymond James Financial Experience December 2000 - February 2001
Job Senior Underwriter at SummaCare
Industry Insurance
Experience
SummaCare  December 2005 - Present
Summa Health System  June 2004 - December 2005
SummaCare  February 2001 - June 2004
Raymond James Financial   December 2000 - February 2001
One Valley Bank  May 1999 - August 1999

Skills
Health Insurance, Underwriting, Insurance, Term Life Insurance, Life Insurance, Property & Casualty..., Finance, Medicare

Education
The University of Akron   2014 — 2016
Master of Business Administration (M.B.A.), Multi/Interdisciplinary Studies

Marietta College   1996 — 2001
Bachelor's Degree, Accounting

Tallmadge High School   1993 — 1996
HS

Ryan Crona Ryan Crona Tampa/St. Petersburg, Florida Area Details
Ryan Crona's Raymond James Financial Experience November 2008 - Present
Job Manager, Business Technology
Industry Information Technology and Services
Experience
Raymond James Financial   November 2008 - Present
First Advantage  August 2007 - September 2008
PricewaterhouseCoopers  2005 - 2007

Skills
Business Process, SDLC, Requirements Gathering, Business Analysis, Process Improvement, Business Process..., Data Analysis, Change Management, Strategic Planning, Project Planning, Microsoft Office, Risk Assessment, IT Audit, Microsoft Excel, Governance, Customer Service, Information Technology, Microsoft Word, New Business Development, Sarbanes-Oxley Act, Visio, Internal Audit, Requirements Analysis

Education
Florida State University   2003 — 2005

John P. Middleton, CFA, CAIA, AIF® John P. Middleton, CFA, CAIA, AIF® Greater New York City Area Details
John P. Middleton, CFA, CAIA, AIF®'s Raymond James Financial Experience 1992 - 1999
Job Board Member at North Hunterdon High School Education Foundation
Industry Investment Management
Experience
Brighton Financial Planning   January 2010 - Present
Junior Lions/Green and Gold Lacrosse   August 2010 - Present
North Hunterdon High School Education Foundation   February 2014 - June 2015
Brighton Financial Planning, Inc.   August 2008 - January 2010
INVESCO  August 2001 - August 2008
Mutual of America  July 1999 - August 2001
Raymond James Financial   1992 - 1999
Chubb & Son, Inc.   1989 - 1992

Skills
Investments, Asset Managment, Asset Allocation, Equities, Investment Strategies, Portfolio Management, Mutual Funds, Investment Advisory, Fixed Income, Investment Management, Strategic Financial..., Personal Financial..., Estate Planning, Retirement Planning, Financial Services, Finance

Education
University of Tampa   1989 — 1993
MBA, Finance

Rutgers, The State University of New Jersey-New Brunswick   1984 — 1988
Bachelor of Arts, Political Science

Florida State University   2010 — 2011
Certificate, Financial Planning

Immaculata HS   1980 — 1984

Larry Chiang Larry Chiang Houston, Texas Area Details
Larry Chiang's Raymond James Financial Experience 1995 - 1995
Job Treasury Consultant at HewlettPackard
Industry Computer Hardware
Experience
Hewlett-Packard  November 2010 - Present
TDS Telecom  2006 - October 2010
TDS  2003 - 2006
Goldman Sachs  February 1996 - July 1999
Raymond James Financial   1995 - 1995
Bloomberg  1993 - 1995

Education
Massachusetts Institute of Technology - Sloan School of Management   2001 — 2003
MBA

New York University - Leonard N. Stern School of Business   1992 — 1996
BS, Finance and Information Systems

St Pete High   1988 — 1992
HS Diploma & IB Diploma

Jonathan Bush Jonathan Bush Tampa/St. Petersburg, Florida Area Details
Jonathan Bush's Raymond James Financial Experience February 2007 - May 2008
Job Systems Director at The Depository Trust & Clearing Corporation
Industry Information Technology and Services
Experience
The Depository Trust & Clearing Corporation  July 2014 - Present
Catalina Marketing  July 2012 - July 2014
Catalina Marketing  November 2010 - July 2012
Raymond James Financial Inc.  May 2008 - November 2010
Raymond James Financial   February 2007 - May 2008
Raymond James Financial Inc.  August 2005 - February 2007
Publix  May 2002 - August 2005
Kraft Foods Group  January 2001 - May 2002
Kraft Foods Group  May 1998 - January 2001

Skills
Java, SDLC, Business Analysis, Software Development, ITIL, Process Improvement, Agile Methodologies, IT Strategy, IT Management, Team Leadership, Business Process..., Agile Project Management, Change Management, Scrum, Testing, Systems Analysis, Enterprise Software, Requirements Gathering, Disaster Recovery, Analysis, Vendor Management, Program Management, Requirements Analysis, Microsoft SQL Server, Project Management, Integration, Java Enterprise Edition, Software Project..., Enterprise Architecture, Product Management, Business Intelligence, SharePoint, Visio, SOA, Business Process, Cross-functional Team..., Databases, Software Quality..., Software Engineering, DB2, PMO, Web Applications, SQL, Software Documentation, Quality Assurance, MS Project, PMP, .NET, Data Warehousing, Solution Architecture

Education
University of South Florida   2006 — 2009
M.B.A., Management, Finance, Advanced Information Systems

Northern Illinois University   1995 — 1998
B.S., Computer Science

Rock Valley College   1992 — 1995
general

BHS   1988 — 1992

Michael D. Gibney, CFP®, AIF® Michael D. Gibney, CFP®, AIF® Greater New York City Area Details
Michael D. Gibney, CFP®, AIF®'s Raymond James Financial Experience March 2001 - March 2005
Job Partner and Financial Planner at, HIGHLAND Financial Advisors, LLC
Industry Financial Services
Experience
HIGHLAND Financial Advisors, LLC   March 2005 - Present
New Jersey Metro National Multiple Sclerosis Society   October 2010 - September 2013
Raymond James Financial   March 2001 - March 2005
AXA Advisors  March 2000 - March 2001
Bear Stearns  June 1997 - March 2000
Lehman Brothers  June 1995 - June 1997
Swiss Bank Corporation  November 1985 - October 1994

Education
New York University   1998 — 2000
CFP Certification, Financial Planning

Pace University   1981 — 1985
BBA, Management Information Systems

Kevin Barnitz Kevin Barnitz Tampa/St. Petersburg, Florida Area Details
Kevin Barnitz's Raymond James Financial Experience October 2011 - Present
Job Interactive Director at Raymond James
Industry Internet
Experience
Raymond James  October 2011 - Present
Raymond James Financial   October 2011 - Present
Raymond James  2005 - 2011

Skills
Web Design, User Interface Design, Advertising, Email Marketing, Adobe Creative Suite, Marketing, Corporate Branding, Social Media Marketing, User Experience, Creative Direction, Online Marketing, Graphic Design, SEO, Digital Media, Digital Marketing, Social Media, Marketing Strategy

Education
St. Petersburg College   1995 — 1997
A.S., Graphic Design

University of Florida   1988 — 1992
B.A., Anthropology, Classical Studies

Florida Southern College   1986 — 1988
Physics, Math

Brian Kwiatkowski,CFP Brian Kwiatkowski,CFP Cleveland/Akron, Ohio Area Details
Brian Kwiatkowski,CFP's Raymond James Financial Experience 2004 - July 2009
Job Vice PresidentSr.Financial Consultant
Industry Financial Services
Experience
Charles Schwab  August 2009 - Present
Raymond James Financial   2004 - July 2009
Morgan Stanley  August 1999 - March 2001
Army National Guard  January 1995 - December 2000
US Army  August 1992 - December 1994

Education
College of Financial Planning   2008 — 2009
CFP, Financial Planning

Ohio University   1996 — 1999
Bachelors of Arts, Economics

Joshua Reaves Joshua Reaves Cumming, Georgia Details
Joshua Reaves's Raymond James Financial Experience October 2007 - March 2009
Job Financial Planner at Investment Planning Advisors
Industry Financial Services
Experience
Investment Planning Advisors, Inc.   November 2014 - Present
Cetera Advisors   March 2009 - October 2014
Multifinancial Securities   April 2009 - December 2012
Raymond James Financial   October 2007 - March 2009
Wachovia Bank  2003 - 2007

Skills
Commercial Lending, Strategic Financial..., Insurance, Investments, Portfolio Management, Uniform Combined State..., Estate Planning, Financial Analysis, Financial Planners, Wealth Management, Series 7, Investment Strategies, Retirement, Retirement Planning, Strategic Planning, Series 63, Financial Reporting, Asset Managment, Accounting, IRAs, Finance, Investment Advisory, Asset Allocation, Small Business, Investment Management, Asset Management, Financial Services, Cash Management, Separately Managed..., Fixed Annuities, Wealth, Mutual Funds, Due Diligence, Financial Advisory, Loans, Wealth Accumulation, Series 65, Variable Annuities, Securities, FINRA, Alternative Investments, Mortgage Lending, Credit, 401k, Personal Finance, Personal Financial..., Series 24, Series 6, 401k Rollovers, Wealth Management...

Education
University of Georgia - Terry College of Business   1996 — 1999
Bachelor of Business Administration (BBA), Finance, General

Kaplan University

Trish Bender Trish Bender Tampa/St. Petersburg, Florida Area Details
Trish Bender's Raymond James Financial Experience 1998 - 2000
Job Vice President Global Technology at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  June 2000 - Present
Raymond James Financial   1998 - 2000
Salomon Brothers Inc  April 1992 - June 1998

Skills
Program Management, Vendor Management, PMP, Business Analysis, SDLC, Project Management, Financial Services, PMO, Requirements Analysis, Change Management, Leadership, Project Portfolio..., Software Project..., IT Strategy, Requirements Gathering, Project Delivery, IT Management

Education
University of Florida - Warrington College of Business Administration   1996 — 1998
MBA

Florida State University   1987 — 1991
Bachelor of Arts (B.A.)

Deb Oxley Deb Oxley Tampa/St. Petersburg, Florida Area Details
Deb Oxley's Raymond James Financial Experience January 2006 - January 2009
Job Bring Positive Change To People's Lives!
Industry Real Estate
Experience
Keller Williams Realty  November 2008 - Present
Raymond James Financial   January 2006 - January 2009
Danka Office Imaging  August 2002 - March 2005
Verizon  August 1983 - July 2001

Skills
Real Estate, Short Sales, Foreclosures, Negotiation, Contract Negotiation, Investment Properties, Investors, Residential Homes, Accounting, Sellers, Sales, Real Estate Transactions, Relocation, Marketing, Commercial Real Estate, Property, Real Estate Development

Education
University of Tampa   1986 — 1989
Masters, Business

Northwood University   1976 — 1980
BBA, Accounting

Phil Daniels (@phildaniels_stl) Phil Daniels (@phildaniels_stl) Greater St. Louis Area Details
Phil Daniels (@phildaniels_stl)'s Raymond James Financial Experience September 1992 - January 1994
Job Vice President at Brand Asset Management Group, CFP® ,AIF®
Industry Financial Services
Experience
Brand Asset Management Group  April 2004 - Present
A.G. Edwards   January 1994 - April 2004
Raymond James Financial   September 1992 - January 1994
Raymond James Financial   February 1992 - September 1992

Skills
Wealth Management, Financial Planning, Investment Advisory, Philanthropy, Asset Allocation, Investment Strategies, Investments, Asset Managment, Retirement Planning, Insurance

Education
Washington University in St. Louis - Olin Business School   2001 — 2003
MBA, Finance, General

Millikin University   1988 — 1991
BS, Finance

Eric Trizis Eric Trizis Tampa/St. Petersburg, Florida Area Details
Eric Trizis's Raymond James Financial Experience May 2010 - August 2010
Job Identity & Access Management Engineer at IDMWORKS
Industry Information Technology and Services
Experience
IDMWORKS  October 2014 - Present
Raymond James & Associates, Inc   March 2011 - October 2014
Raymond James Financial   May 2010 - August 2010
Leon County Public Information Office   September 2009 - December 2009
Raymond James Financial   May 2008 - August 2008

Skills
Visio, Powershell, SharePoint, SDLC, SQL, Visual Studio, ASP.NET, Database Administration, C#, VB.NET, SSIS, SSRS, IAM, T-SQL, Software Development, Microsoft SQL Server, Quality Center, Systems Analysis, .NET, SailPoint IdentityIQ, Visual Basic, Databases

Education
Florida State University   2008 — 2010
Bachelor of Science (B.S.), Information Technology

Palm Harbor University High School   2002 — 2006

Rick Woolfolk (ZI-129) Rick Woolfolk (ZI-129) Dallas/Fort Worth Area Details
Rick Woolfolk (ZI-129)'s Raymond James Financial Experience 1990 - Present
Job Squadron Commander, Nighthawk Composite Squadron at Civil Air Patrol
Industry Financial Services
Experience
Civil Air Patrol  August 1998 - Present
Raymond James Financial Services, Inc.   February 1990 - Present
Raymond James Financial   1990 - Present
Texas Association of School Boards  May 1999 - May 2006
LoneStar Investment Pool   May 1999 - May 2006

Education
Pittsburg State University   1965 — 1970
BS/BA, Business Administration/Auditing

David Leikensohn David Leikensohn Tampa/St. Petersburg, Florida Area Details
David Leikensohn's Raymond James Financial Experience 2003 - 2006
Job Vice President
Industry Accounting
Experience
Citi  December 2010 - Present
Assurance Dimensions   August 2009 - May 2010
Cherry, Bekaert & Holland   January 2008 - July 2009
American Tin Ceilings   March 2006 - December 2007
Raymond James Financial   2003 - 2006
US Army  February 1996 - February 1999

Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Financial Accounting, Financial Statements, GAAP, Program Management, QuickBooks, Training, Management, Budgets, Finance, Financial Analysis, General Ledger, Sarbanes-Oxley Act, US GAAP

Education
University of South Florida - College of Business Administration   2003 — 2008
B.A.

Florida State University   1999 — 2002
B.A.

Manatee

Pamela Patton Pamela Patton Tampa/St. Petersburg, Florida Area Details
Pamela Patton's Raymond James Financial Experience October 2010 - June 2013
Job Operational Risk Analyst at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.  June 2013 - Present
Raymond James Financial   October 2010 - June 2013
Ernst & Young  October 2008 - September 2010
Raymond James  May 2003 - August 2006

Skills
Accounting, Auditing, Financial Reporting, Internal Controls

Education
University of South Florida   2007 — 2008
Masters in Accounting, Accounting

Florida State University - College of Business   2003 — 2007
Bachelor of Science - Business, Accounting & Finance

Amanda Corley, CMP Amanda Corley, CMP Tampa/St. Petersburg, Florida Area Details
Amanda Corley, CMP's Raymond James Financial Experience December 2007 - Present
Job Senior Meeting Planner at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial   December 2007 - Present

Skills
Meeting Planning, Event Planning, Event Management, Hospitality, Corporate Events, Marketing, Trade Shows, Customer Service, Social Media Marketing, Hospitality Management, Sales, Marketing Strategy

Education
Florida Gulf Coast University   2007 — 2008
BA, Resort & Hospitality Mgt, Communications

Western Illinois University   2004 — 2007
Recreation, Park & Tourism Administration (RPTA), Marketing, Communications & Management

Joe Jelson Joe Jelson Greater Boston Area Details
Joe Jelson's Raymond James Financial Experience July 2003 - December 2003
Job Data Analyst at Philips
Industry Internet
Experience
Philips Healthcare  August 2015 - Present
Kaspersky Lab  April 2013 - August 2015
Dell  January 2008 - April 2013
EqualLogic  April 2007 - January 2008
PTC  December 2005 - February 2007
RSA Security  March 2004 - November 2005
Raymond James Financial   July 2003 - December 2003

Skills
Web Analytics, SEO, Google Analytics, CSS, WebTrends Analytics, Omniture, Salesforce.com, Information Architecture, Project Management, Eloqua, Usability, Social Media, Dell Computers, JavaScript, AJAX, Social Media Marketing, Usability Testing, Landing Page..., Radian6, ActionScript, Ektron Content..., Joomla, Photoshop, Dreamweaver, Funnel Optimization, User Surveys, Clicktale

Education
Northeastern University   2001 — 2005
Bachelor's degree, Management Information Systems, General

Sharen Stoner Sharen Stoner Salinas, California Area Details
Sharen Stoner's Raymond James Financial Experience August 1988 - April 2009
Job Managing Member at SMS Financial LLC
Industry Financial Services
Experience
SMS Financial LLC   April 2009 - Present
SMS Financial LLC   2009 - 2010
Raymond James Financial   August 1988 - April 2009

Education
Pepperdine University
BA, Pol.Sci/Psychology

Brian Peters Brian Peters West Palm Beach, Florida Area Details
Brian Peters's Raymond James Financial Experience 1992 - 1994
Job Managing Partner/ Senior Executive Recruiter
Industry Investment Management
Experience
Pinnacle Careers   January 1998 - Present
Sun Capital   1994 - 1998
Raymond James Financial   1992 - 1994
Merrill Lynch  1987 - 1992

Skills
Portfolio Management, Asset Management, Investments, Private Equity, Client Service, Alternative Investments, Hedge Funds, Investment Strategies, Mutual Funds, Fixed Income, Investment Advisory, Wealth Management, Mergers, Investor Relations, Fund Of Funds, Institutional, New Business Development, Pensions, Financial Services, Mergers & Acquisitions, Asset Allocation, Equities, Business Development, Investment Management, Client Services, Securities, Institutional..., Emerging Markets, ETFs, Options, Series 7, Trading, Bonds

Education
Stockton University   1974 — 1978
BS, Liberal Arts

Florida Atlantic University
MBA, Finance

Life Chiropractic College
Chiropractic

Janine D. Stubbs, CFP® Janine D. Stubbs, CFP® Tampa/St. Petersburg, Florida Area Details
Janine D. Stubbs, CFP®'s Raymond James Financial Experience December 2006 - February 2008
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC  February 2009 - Present
MHN Government Services (contracted by the US Department of Defense)   August 2008 - January 2009
Raymond James Financial   December 2006 - February 2008
Raymond James Financial   April 2003 - December 2006
Raymond James Financial   February 1999 - April 2003
Raymond James & Associates-Tampa Retail Office   October 1996 - February 1999

Education
Middle Tennessee State University   1989 — 1993
BS

Christina Constantine Christina Constantine Tampa/St. Petersburg, Florida Area Details
Christina Constantine's Raymond James Financial Experience July 1999 - May 2014
Job Retirement Plan Counselor at EmpowerRetirement
Industry Financial Services
Experience
EMPOWER Retirement  May 2014 - Present
Raymond James Financial   July 1999 - May 2014

Skills
Needs Analysis, Instructional Design, SnagIt, Series 7, Captivate, Instructor-led Training, Adult Education, E-Learning, Training Delivery, Organizational..., Training Facilitation, Blended Learning, Employee Training, Mutual Funds, Relationship Management, Technical Training, Hands-on Training, Curriculum Design, Financial Services, Training Needs Analysis, Organizational..., Training, Camtasia, Leadership Development, Onboarding, Performance Consulting, Succession Planning, Staff Development, Series 63, Life Insurance, Variable Annuities

Education
Florida State University   1995 — 1999
BS, English, Education

Morgan Debnam Morgan Debnam Houston, Texas Details
Morgan Debnam's Raymond James Financial Experience August 2006 - January 2007
Job R.N. at Memorial Hermann Cancer Center
Industry Medical Practice
Experience
Memorial Hermann Health System  September 2013 - Present
UPMC Presbyterian Shadyside  October 2012 - June 2013
Bank of America  July 2007 - January 2010
Raymond James Financial   August 2006 - January 2007
Morgan Stanley  January 2004 - May 2004

Skills
Training, Auditing, Finance, Healthcare, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word

Education
University of Pittsburgh   2011 — 2012
B.S., Nursing

North Carolina State University   2002 — 2007
B.S., Business - Finance and Marketing; B.A., Multidisciplinary Studies - Latin America

Tricia Hall Tricia Hall Tampa/St. Petersburg, Florida Area Details
Tricia Hall's Raymond James Financial Experience November 2007 - September 2013
Job Sr Manager Human Resources The Manitowoc Company
Industry Human Resources
Experience
The Manitowoc Company  September 2013 - Present
Raymond James Financial   November 2007 - September 2013
Florida Department of Health  2005 - 2007
ACE, Americas Cash Express   2003 - 2005
Kohler Co.  1998 - 2003

Skills
Employee Relations, Organizational..., Employee Engagement, Succession Planning, Career Development, Union Avoidance, Performance Management, Benefits Administration, HR Policies, Applicant Tracking..., Talent Management, Process Improvement, HRIS, University Relations, Onboarding, Deferred Compensation, Personnel Management, Strategic Planning, Human Resources, Policy, Talent Acquisition, Payroll, Recruiting, Leadership Development, Employee Benefits, Team Building, Training, College Recruiting, Management, Workforce Planning, Change Management, FMLA, HR Consulting, New Hire Orientations, Employment Law, Interviews, Organizational..., Performance Appraisal, Team Leadership

Education
Silver Lake College   2001 — 2003
Master's degree, Management and Organzational Behavior

Silver Lake College   1992 — 1994
Bachelor's degree, Human Resources

Paul Smith's College   1987 — 1989
Associate of Arts and Sciences (AAS), Forest Recreation

Christi Hall Christi Hall Houston, Texas Area Details
Christi Hall's Raymond James Financial Experience January 1993 - January 1995
Job Team Leader at Invesco
Industry Financial Services
Experience
Invesco Aim  2010 - Present
Invesco Aim  February 1996 - October 2009
Invesco Aim  January 1998 - October 1999
Invesco Aim  January 1997 - January 1998
Invesco Aim  January 1996 - January 1997
Raymond James  August 1993 - January 1996
Raymond James Financial   January 1993 - January 1995

Skills
Account Reconciliation, Finance, Mutual Funds, Financial Services

Education
MANSFIELD HIGH SCHOOL   1987 — 1991
High School Diploma, General Business

Northwestern State University
Accounting

Dina Murray, MIS Dina Murray, MIS Greater New York City Area Details
Dina Murray, MIS's Raymond James Financial Experience March 2006 - June 2006
Job Industry diverse Scrum Certified PM/BA looking for my next project.
Industry Information Technology and Services
Experience
Taproot Foundation  May 2014 - Present
SearSoft LLC.   April 2012 - May 2014
Everest Online   October 2010 - April 2013
Dr Bhatia   2009 - 2013
Ross Computer Systems  January 2008 - December 2008
Verizon Data Services  November 2006 - December 2007
Verizon Data Services  October 2005 - March 2007
Gentiva Health Care  July 2006 - September 2006
Raymond James Financial   March 2006 - June 2006
HSBC  March 2005 - August 2005

Skills
SDLC, Software Documentation, User Acceptance Testing, Testing, Quality Assurance, Test Planning, Visio, Crystal Reports, Software Project..., Requirements Analysis, Agile Methodologies, T-SQL, Business Analysis, SQL, Databases, MS Project, Requirements Gathering, HTML, Management, VB.NET, Integration, .NET, Project Management, Networking, Microsoft SQL Server, Process Improvement, Access, Business Process, C#, Java, Web Applications, Business Requirements, Scrum, Agile Project Management

Education
University of Phoenix - On Campus   2006 — 2007
Masters, Information Systems

University of Phoenix - On Campus   2003 — 2006
BS in IT, Information Technology

LIU Brooklyn   1992 — 1996
Computer Science

Mark Barracca Mark Barracca Tampa/St. Petersburg, Florida Area Details
Mark Barracca's Raymond James Financial Experience March 2003 - July 2015
Job Director and Associate General Counsel at Citi
Industry Legal Services
Experience
Citi  August 2015 - Present
Raymond James Financial   March 2003 - July 2015
NexTrade, Inc.   2000 - 2002
Gruntal & Co., LLC   1997 - 1999
US Securities and Exchange Commission  1990 - 1996

Skills
Securities Regulation, FINRA, Financial Services, Securities, Corporate Law, Corporate Governance, Series 7, Litigation, Mutual Funds

Education
The College of William and Mary - Marshall Wythe Law School   1987 — 1990
J.D.

Georgetown University   1980 — 1984
B.S. Foreign Service

Kara (Rainey) David Kara (Rainey) David Austin, Texas Details
Kara (Rainey) David's Raymond James Financial Experience June 2005 - September 2005
Job Personal / Administrative Assistant
Industry Financial Services
Experience
Private  Operations Manager I - Trade Settlement / Account ReconciliationHerndon Capital Management, LLCMarch 2013 - June 2014
Herndon Capital Management, LLC  September 2011 - March 2013
Artisan Partners  May 2006 - July 2011
Artisan Partners  September 2005 - May 2006
Raymond James Financial   June 2005 - September 2005

Skills
Equities, Portfolio Management, Investments, Settlement, Microsoft Office, Securities, Account Reconciliation, Client Reporting, Process Improvement, Vendor Management, Asset Managment, Bloomberg Terminal, Networking, Team Leadership, Trading Systems, Investment Management, Portfolio Accounting, Trade Settlement, Oasys, Reconciliation, Asset Management, Advent, Geneva, APL, Axys, ACD, Omgeo Oasys, CTM, Project Management, SWIFT messaging, SWIFT messages, Building Relationships, Vendor Relationships, Project Initiation, International..., Back Office, Charles River IMS, Streamlining Operations, Office Administration, Meeting Scheduling, Travel Arrangements, Leisure Travel, Business Process..., Business Analysis, Business Strategy, User Acceptance Testing, Proofreading, Writing, English grammar, Administrative Work

Education
Marquette University   2006 — 2010
MBA, Business

University of Wisconsin-Milwaukee   2002 — 2006
BBA, Finance

Tremper high   1998 — 2002
High School Diploma

Craig Lester Craig Lester Tampa/St. Petersburg, Florida Area Details
Craig Lester's Raymond James Financial Experience 2004 - June 2012
Job Business Systems Analyst at Veredus
Industry Computer Software
Experience
Veredus  March 2015 - Present
AgileThought  April 2014 - February 2015
Suncoast Solutions  March 2013 - March 2014
eMason, Inc.   July 2012 - February 2013
Raymond James Financial   2004 - June 2012
Eckerd Drugs  June 2000 - March 2004
Raymond James Financial Inc.  June 1996 - June 2000

Skills
SDLC, Requirements Gathering, Quality Center, Requirements Analysis, Quality Assurance, Business Process..., Scrum, Testing, Process Improvement, Agile Methodologies, Visio, Test Cases, System Testing, Defect Tracking, Business Requirements, Business Analysis, Software Documentation, Web Applications, User Acceptance Testing, Systems Analysis, Analysis, Software Project..., Waterfall, Enterprise Software, Iterative, Test Planning, Test Management, Employee Training, Visual Studio, Regression Testing, Software Development, SharePoint, Project Management, Agile Project Management, Integration, Business Process, Product Management, Agile Testing, Requirements Management, Performance Testing, Microsoft Test Manager, Team Foundation Server..., Change Management, Application Lifecycle..., ITIL, HP Quality Center

Education
Florida Institute of Technology   1991 — 1996
M.S., Management - Info Systems

SUNY at Buffalo   1984 — 1986
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Brian Finnerty Brian Finnerty New York, New York Details
Brian Finnerty's Raymond James Financial Experience 2003 - 2004
Job SVP Fixed Income, Whitaker Securities
Industry Investment Management
Experience
Whitaker Securities  2015 - Present
Tullett Prebon  2011 - 2015
GFI Group  2004 - 2011
Raymond James Financial   2003 - 2004
Prudential Financial  2001 - 2003

Skills
Series 7, Series 66, Uniform Combined State..., Financial Analysis, Series 63, Fixed Income, Bloomberg, Equities, Securities, Derivatives, Investments, Trading, Capital Markets, Financial Markets, Options, Bonds, Hedge Funds

Education
Providence College   1997 — 2001
BS, Management & Finance

University of St. Andrews

Chris Davitt, CFA Chris Davitt, CFA Tampa/St. Petersburg, Florida Area Details
Chris Davitt, CFA's Raymond James Financial Experience July 2009 - August 2011
Job Director, Advisor Select Division at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates, Inc   August 2011 - Present
Raymond James Financial   July 2009 - August 2011
Goldman Sachs  June 2008 - August 2008
Delta Trust & Bank  March 2004 - August 2007
Greenwood & Associates   May 2002 - March 2004

Skills
Strategy, Portfolio Management, Investments, Financial Modeling, Investment Advisory, Series 7, Asset Allocation, Wealth Management, Strategic Financial..., Financial Analysis, Alternative Investments, Business Development, New Business Development, Recruiting, Financial Recruiting, Corporate Finance, Financial Statement..., Investment Banking, Asset Management, Investment Management, Valuation, Finance, Strategic Planning, Corporate Strategy..., Pricing, Pricing Strategy, Marketing Strategy, Marketing, Series 63, Series 65, Sales Management

Education
The University of Chicago - Booth School of Business   2007 — 2009
MBA, Accounting, Finance, Strategy

University of Arkansas at Fayetteville   2001 — 2003
BSBA, Finance, Accounting

Louisiana State University   1999 — 2001
Finance

Armaine Atienza Armaine Atienza Tampa/St. Petersburg, Florida Area Details
Armaine Atienza's Raymond James Financial Experience September 2011 - Present
Job Support Analyst at Raymond James Financial
Industry Computer Software
Experience
Raymond James Financial   September 2011 - Present

Skills
Business Analysis, Microsoft Office, Visio, Software Documentation, Process Improvement, Troubleshooting, Requirements Analysis, Project Management, SQL

Education
University of South Florida   2002 — 2004
Bachelor's degree, Management Information Systems, General

Pasco-Hernando State College   1999 — 2002
Associate's degree

Lara Hise, AIF Lara Hise, AIF Tampa/St. Petersburg, Florida Area Details
Lara Hise, AIF's Raymond James Financial Experience 1994 - 1999
Job TPA Vice President at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica  December 2014 - Present
Aspire Financial Services, LLC  October 2012 - December 2014
American Pension Services, Inc.   December 2010 - October 2012
Wallace Welch & Willingham  August 2007 - November 2010
ING Financial  2003 - 2007
American Pension Services, LLC   2001 - 2003
SunTrust Bank  January 2000 - February 2001
Raymond James Financial   1994 - 1999

Skills
Competitive Analysis, Fiduciary, 401k, Pensions, Mutual Funds, Financial Advisory, Retirement, Employee Benefits, Retirement Planning, Retirement Plan..., Investments, Profit Sharing

Education
Indiana University Bloomington   1986 — 1991

John DeYoung John DeYoung Tampa/St. Petersburg, Florida Area Details
John DeYoung's Raymond James Financial Experience February 2011 - Present
Job Internal Auditor at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial   February 2011 - Present
Mid Florida Golf Cars, Distributors   August 2009 - February 2011
Access Appraisal Group, INC.   May 2007 - May 2009
Seminole Athletics Marketing   August 2006 - December 2006

Skills
Financial Analysis, Internal Audit

Education
Florida State University   2005 — 2009
Business, Finance

Ryan Weakley Ryan Weakley Pensacola, Florida Details
Ryan Weakley's Raymond James Financial Experience August 2008 - August 2009
Job Portfolio Strategist
Industry Financial Services
Experience
Morgan Keegan  June 2010 - Present
Fogelman College of Business, University of Memphis  October 2009 - April 2010
Raymond James Financial   August 2008 - August 2009

Skills
Microsoft Office, Morningstar, Lipper, Zephyr, Series 7, series 66, Accredited Wealth...

Education
The University of Memphis   2007 — 2008
Masters of Business Adminstration, International Business

Mississippi State University   2004 — 2007
Bachelors, Banking & Finance

Jesse Jirousek Jesse Jirousek Phoenix, Arizona Area Details
Jesse Jirousek's Raymond James Financial Experience January 2000 - May 2000
Job Food and Beverage Controller at Fairmont Scottsdale Princess
Industry Hospitality
Experience
Fairmont Scottsdale Princess  March 2012 - Present
Fairmont Scottsdale Princess  October 2011 - March 2012
Royal Palms Resort and Spa  September 2003 - September 2010
Royal Palms Resort and Spa  September 2002 - August 2003
Raymond James Financial   January 2000 - May 2000

Skills
Customer Service, Purchasing, Event Planning, Inventory Management, Hotels, Negotiation, Microsoft Excel, Food & Beverage, Hospitality Management, Restaurants, Hospitality Industry, Retail, Hospitality, Restaurant Management

Education
University of Phoenix   2007 — 2009
BS

Florida State University   1999 — 2001

Tallahassee Community College   1997 — 1999
Associate in Arts

Reed F Welch Reed F Welch Denver, Colorado Details
Reed F Welch's Raymond James Financial Experience December 2003 - Present
Job Raymond James, Managing Director, Health Care Software & Softwareenabled Services
Industry Investment Banking
Experience
Raymond James Financial   December 2003 - Present
Donaldson, Lufkin & Jenrette   January 1995 - January 2003
Kidder Peabody  July 1992 - December 1994

Skills
Equities, Finance, Mergers, Due Diligence, Valuation, Private Equity, Investment Banking, Financial Analysis, Corporate Finance, Financial Modeling, Investments, Venture Capital, Comedy

Education
Ohio Wesleyan University   1988 — 1992
Bachelor of Arts (BA), International Business

Andrew Coughlin Andrew Coughlin Tampa/St. Petersburg, Florida Area Details
Andrew Coughlin's Raymond James Financial Experience June 2010 - Present
Job Risk Analyst at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial   June 2010 - Present
Ameriprise Financial  July 2007 - May 2010

Education
Florida State University - College of Business   2003 — 2007
BS, Finance & Real Estate

Barney Heyward Barney Heyward Huntsville, Alabama Area Details
Barney Heyward's Raymond James Financial Experience January 2010 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial   January 2010 - Present
RBC Bank  November 2004 - August 2009
RBC  November 2004 - August 2009

Skills
Public Speaking, Strategic Planning for..., Strategic Financial..., Non-profit Boards, Retirement Planning, Investments, Wealth Management, Series 7, Portfolio Management, Series 66, Series 63, Mutual Funds, Securities, Credit Analysis, Series 63, 401k, Asset Allocation, Retirement, Finance, Private Banking, Mortgage Lending, Fixed Annuities, Financial Planners, Alternative Investments, Commercial Banking, Wealth, Financial Planning, Relationship Management, College Savings Plans, Investment Advisory, Uniform Combined State..., Financial Advisory, Long-term Care, Lines Of Credit, ETFs, Consumer Lending

Education
Covenant Theological Seminary   1978 — 1982
Master of Divinity

Lenoir-Rhyne University   1971 — 1976
BA, Sociology

Matthew Desrosiers Matthew Desrosiers Tampa/St. Petersburg, Florida Area Details
Matthew Desrosiers's Raymond James Financial Experience September 2008 - December 2008
Job Outreach Specialist at Manhattan Vet Center
Industry Government Administration
Experience
Manhattan Vet Center   November 2011 - Present
Tampa Vet Center/University of South Florida   October 2009 - December 2010
Tampa Vet Center   February 2009 - December 2010
Raymond James Financial   September 2008 - December 2008
Fueled by Ramen Records  March 2008 - August 2008
United States Air Force  February 2002 - February 2006

Education
Fordham University   2011 — 2013
Master of Social Work (MSW), Social Work

University of South Florida   2007 — 2009
Bachelor of Science, Focus in: Marketing

Okaloosa-Walton College   2004 — 2006
Associate in Arts

Josh Pacheco Josh Pacheco Greater Boston Area Details
Josh Pacheco's Raymond James Financial Experience May 2009 - September 2009
Job Research Analyst at Brighton House Associates
Industry Financial Services
Experience
RNH Landscape and Design   August 2012 - Present
Brighton House Associates  September 2010 - January 2012
Raymond James Financial   May 2009 - September 2009
R.N.H. Landscape and Design   June 2004 - July 2009

Skills
Hedge Funds

Education
University of Massachusetts at Amherst - Isenberg School of Management   2006 — 2010
Bachelor of Business Administration (BBA), Finance, Economics

Lincoln-Sudbury Regional High School   2001 — 2005

John Brand, CFA, CFP® John Brand, CFA, CFP® Elmira, New York Area Details
John Brand, CFA, CFP®'s Raymond James Financial Experience January 2015 - Present
Job Financial Advisor at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial   January 2015 - Present
Arnot Realty Corproation   January 2006 - Present
Chemung Canal Trust Company  December 2005 - January 2015

Education
Hamilton College   1996 — 2000
Bachelor of Arts, Economics

Jesse Gustafson Jesse Gustafson San Francisco Bay Area Details
Jesse Gustafson's Raymond James Financial Experience February 2002 - February 2004
Job Sales And Relationship Manager at Bloomberg
Industry Computer Software
Experience
Bloomberg LP  September 2014 - Present
Bloomberg LP  February 2011 - September 2014
Bloomberg  February 2007 - April 2011
Bloomberg LP  February 2006 - February 2007
Piper Jaffray  February 2004 - February 2006
Raymond James Financial   February 2002 - February 2004

Skills
Bloomberg, Sales, SaaS, Enterprise Software, Public Speaking, Sales & Marketing..., Sales Management, Cloud Applications

Education
Michigan State University   1993 — 1997
B.A., Interdisciplinary Studies - Social Science

Patrice Tinsley Patrice Tinsley Tampa/St. Petersburg, Florida Area Details
Patrice Tinsley's Raymond James Financial Experience December 2006 - May 2009
Job Manager at OJ Mortgage Inc.
Industry Management Consulting
Experience
OJ Mortgage Inc.   January 2015 - Present
Thrivent Financial  August 2014 - December 2014
Renz Auto & Boat Repair   June 2004 - December 2014
Raymond James Financial   December 2006 - May 2009
Republic Bank FL   July 2002 - June 2004
Tech Data  July 1995 - December 2001
Fortune Bank  April 1993 - December 1994
Carteret Mortgage Company (Carteret Savings Bank)   August 1990 - April 1993
JPMorgan Chase  1989 - 1990

Skills
Training, Financial Analysis, Process Improvement, Human Resources, Portfolio Management, SDLC, Project Coordination, Leadership, Project Management, Vendor Management, Business Process..., Business Analysis, Program Management, Change Management, Analysis

Education
La Salle University
BA, English, writing/ Marketing

La Salle University
BA

Andrew Peter Andrew Peter Tampa/St. Petersburg, Florida Area Details
Andrew Peter's Raymond James Financial Experience 2002 - 2005
Job Production Supervisor at PepsiCo Pepsi Beverages Company
Industry Consumer Goods
Experience
PepsiCo - Pepsi Beverages Company  January 2013 - Present
Pepsi Beverages Company  July 2011 - January 2013
Precision Motorsports of Florida   December 2010 - November 2012
Pepsi Beverages Company  March 2011 - July 2011
Pepsi Beverages Company  January 2010 - March 2011
Pepsi Beverages Company  May 2009 - December 2009
Raymond James Financial   2002 - 2005
Greater Greenville Chamber of Commerce  1999 - 2000

Skills
Operations Management, Team Building, Leadership Development, Customer Service, Strategic Planning, Public Speaking, Forecasting, Consumer Products, Inventory Management, Inventory Control, Sales, Retail, Supply Chain, Budgets, Supply Chain Management, Cross-functional Team..., Process Improvement, Warehousing, Training

Education
Furman University   1998 — 2002
BA, Business Administration

Barbara Linares Barbara Linares Tampa/St. Petersburg, Florida Area Details
Barbara Linares's Raymond James Financial Experience 1997 - 2004
Job Owner, Crafty Threads, LLC
Industry Retail
Experience
Crafty Threads, LLC   May 2005 - Present
Raymond James Financial   1997 - 2004

Skills
Microsoft Excel, Customer Service, Business Analysis, General Ledger, Microsoft Office, Small Business, Process Improvement, Visio, Strategic Planning, Software Documentation, Data Analysis, QuickBooks, Account Reconciliation, Accounting, SharePoint, Event Planning, Tax Accounting, Consolidated Financial..., Store Management, Store Operations, Open to Buy Management, Retail Sales Analysis, Merchandising, Team Building, Sewing, Retail

Education
Florida Metropolitan University   1993 — 1998
Bachelors, Accounting

Robert Matos Robert Matos Seffner, Florida Details
Robert Matos's Raymond James Financial Experience March 2008 - July 2008
Job Network/Voice Professional
Industry Government Administration
Experience
Hillsborough Area Regional Transit Authority (HART)   April 2014 - Present
Insight  November 2012 - February 2014
Think Direct Marketing Group  August 2010 - April 2011
AT&T  August 2008 - February 2010
Raymond James Financial   March 2008 - July 2008
Bright house Networks  October 2000 - January 2008
GTE/Verizon  July 1998 - October 2000

Skills
VoIP, Troubleshooting, VPN, Active Directory, DHCP, DNS, System Administration, Windows Server, Integration, Security, Networking, Windows, Operating Systems, Technical Support, Software Documentation, Windows 7, Project Planning, Software Installation

Education
Hillsborough Community College   2004 — 2004
Cisco Academy, Information Technology

NYU   1991 — 1992
IT, Computer Systems Networking and Telecommunications

Elizabeth Kuehling Elizabeth Kuehling Largo, Florida Details
Elizabeth Kuehling's Raymond James Financial Experience September 2006 - December 2010
Job Mental Health Counselor Private Practice
Industry Mental Health Care
Experience
St. Joseph's Children's Hospital   September 2013 - Present
Beth Kuehling, MA, LMHC   September 2012 - Present
BayCare Health System  April 2013 - September 2013
Operation PAR  January 2011 - June 2013
Metropolitan Ministries  May 2010 - December 2010
Raymond James Financial   September 2006 - December 2010
Metropolitan Ministries  August 2009 - December 2009
Franklin Templeton Investments  June 2005 - September 2006

Education
University of South Florida
Master of Arts, Counselor Education-Clinical Mental Health Counseling

Siena Heights University
Bachelor of Arts, Business Administration & Marketing

Monroe County Community College
Associates Degree, Science

Bedford High School
High School Diploma

University of South Florida
Masters, Clinical Mental Health Counseling, 4.0

Vince Brooks Vince Brooks Coppell, Texas Details
Vince Brooks's Raymond James Financial Experience September 2004 - November 2006
Job Oracle Financial Consultant at Infinity Consulting Services
Industry Information Technology and Services
Experience
Infinity Consulting Services   September 2008 - Present
DALLAS AREA RAPID TRANSIT  November 2006 - September 2008
RAYMOND JAMES FINANCIAL   September 2004 - November 2006

Skills
ERP: Oracle EBS R12,..., Oracle R12 Financials, Oracle General Ledger..., Oracle Accounts Payable, Oracle Accounts..., Oracle Cash Management, Oracle Order Management, E-Business Tax, Oracle Implementations, Oracle Financial, Accounts Receivable, Oracle Applications

Education
North Carolina Wesleyan College, North Carolina   2003 — 2005
Bachelor of Science (B.S.), Computer Information Systems with a concentration in Accounting

North Carolina State University

Ian Osborn Ian Osborn Smyrna, Georgia Details
Ian Osborn's Raymond James Financial Experience May 2011 - August 2011
Job Financial Services Professional
Industry Financial Services
Experience
FEMA  November 2012 - March 2013
Federal Emgergency Management Agency   2012 - 2013
Local Chop & Grill House   August 2011 - February 2012
Raymond James Financial   May 2011 - August 2011
First Lego League  August 2010 - December 2010

Skills
Proficient in Microsoft..., Wharton’s CRSP..., Bloomberg Terminals, SAS Financial Modeling..., Adobe Suite, Oracle Crystal Ball...

Education
James Madison University   2008 — 2012
Bachelor of Business Administration, Finance, 3.0

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