Raymond James Financial
Industry: Investment banking company
DescriptionRaymond 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
Citigroup Technology, Inc. September 2013 - Present
Raymond James Financial May 1998 - April 2013
U.S. Geological Survey (USGS) 1992 - 1995
Computer Education and Design 1990 - 1992
Charter Supply Inc. 1983 - 1984
Skills
SDLC, SQL, Agile Methodologies, Microsoft SQL Server, C#, Quality Center, .NET, Microsoft CRM, SSRS, WCF, TFS, ASP.NET, Java, JavaScript, Informix, Unix, Unix Shell Scripting, Actuate Reporting, Business Analysis, Systems Analysis, System Administration, Quality Assurance, Software Development, SSIS, Requirements Analysis, Testing, Requirements Gathering, Visio, T-SQL, Oracle, Database Design, SharePoint, Data Warehousing
Education
University of Illinois at Urbana-Champaign 1988 — 1989
Master of Science (M.S.), Computer-Assisted Instructions
Rensselaer Polytechnic Institute 1983 — 1985
Bachelor of Science (B.S.), Computer Science
Invest Financial June 2015 - Present
Transamerica June 2014 - May 2015
Citi December 2012 - July 2013
Raymond James Financial February 2007 - December 2012
Skills
Access, Securities, Microsoft Office, PowerPoint, Prezi, Microsoft Excel, QuickBooks, 10 Key, Process Improvement, Account Reconciliation, Investment Counseling
Education
University of South Florida 2013 — 2015
Bachelor's degree, Finance, General
St. Petersburg College 2010 — 2013
Associate of Arts (AA), Business
Georgia Institute of Technology August 2015 - Present
University of Southern California August 2011 - Present
Raymond James Financial April 2010 - April 2011
Roche Diagnostics 2009 - 2009
Vanderbilt University 2008 - 2009
Boston Scientific May 2008 - August 2008
NIH 2007 - 2007
Skills
Matlab, Mathematica, Labview, Pro/Engineer, Visual Basic, Java, PowerPoint, Microsoft Excel, Microsoft Word, Laboratory, Lean Process Improvement, Biomedical Engineering, Medical Devices, Data Analysis, Design of Experiments, Simulations, Solidworks, Eagle PCB, Pspice, Pro Engineer, R&D, Biomechanics, Robotics, Validation, FDA, SolidWorks
Education
University of Southern California 2011 — 2015
PhD, Biomedical Engineering
Vanderbilt University 2005 — 2009
BS, Biomedical Engineering
Università per Stranieri di Siena 2008 — 2008
Italian, Art History
St. Pete Catholic High 2001 — 2005
High School Diploma
Hunter Associates, inc. June 2014 - Present
Hunter Associates, inc. February 2014 - June 2014
Raymond James Financial April 2006 - March 2012
Mellon Financial July 1999 - April 2006
Mellon Financial January 1999 - July 1999
Self-employed June 1997 - January 1999
Bank of America June 1996 - September 1996
Federated Investors, Inc. February 1994 - June 1995
Federated Investors, Inc. November 1992 - February 1994
Skills
Valuation, Portfolio Management, Alternative Investments, Mutual Funds, Investment Management, Financial Services, Capital Markets, Venture Capital, Fixed Income, Equities, Bloomberg, Wealth Management, Asset Management, Financial Modeling, Hedge Funds, Investment Banking, Securities, Investments, Finance, Banking, Series 7, Asset Allocation, Equity Research, Asset Managment, Bonds, Investment Strategies, Equity Valuation
Education
Anderson School at UCLA
Master of Business Administration (MBA), Accounting and Finance
Stanford University
Bachelor of Arts (BA), History
Woodberry Forest School
Nashville Predators September 2015 - Present
Nashville Predators November 2010 - September 2014
Orlando Magic November 2008 - November 2010
Orlando Magic August 2007 - October 2008
Raymond James Financial June 2007 - August 2007
Skills
Social Media Marketing, Market Research, Facebook, Event Management, Social Media, Social Networking, Marketing Strategy, Public Relations, Sales, Account Management, Strategic Planning, Leadership, Marketing, Public Speaking, Press Releases, Email Marketing, Marketing Communications, Digital Marketing, Sponsorship, Strategy, Business Development
Education
Rollins College - Crummer Graduate School of Business 2006 — 2008
MBA, Marketing, Entreprenuership
Rollins College 2003 — 2007
BS, Economics
Blueshift Nine, LLC. February 2009 - Present
Flycast Partners October 2014 - May 2015
BMC Software April 2013 - October 2014
Numara Software(Acquired by BMC Software) March 2011 - April 2013
Numara Software December 2009 - March 2011
Numara Software September 2009 - December 2009
Fintech May 2008 - September 2009
Mindbottling, LLC. October 2007 - May 2008
Raymond James Financial March 2005 - August 2006
Raymond James Financial July 2000 - March 2005
Skills
Cloud Computing, Project Management, Professional Services, Change Management, Process Design, SaaS, Enterprise Software, Software Project..., Salesforce.com, ITIL, Business Analysis, Sales Enablement, IT Service Management, Cloud Security, Data Center, Business Process, Strategy, Networking, Consulting, Leadership, Management, CRM, Cisco Technologies, IT Management, Enterprise Architecture, Training, Agile Project Management, Vendor Management, Outsourcing, Strategic Planning, Risk Management, Software Documentation, Entrepreneurship, SDLC, Solution Selling, Process Improvement, Security, Competitive Analysis, SharePoint, Business Process..., New Business Development, Requirements Analysis, Product Management, Executive Management, Disaster Recovery, IT Strategy, Software Development, Business Intelligence, Servers, Integration
Education
University of South Florida 2006 — 2008
MBA, Entrepreneurship, Marketing, Management
St. Petersburg College 2001 — 2005
BAS, Technology Management
Manatee Community College 1998 — 2000
N/A, General Studies
Baystate Financial January 2013 - Present
AXA Advisors November 2002 - January 2013
Raymond James Financial February 2009 - November 2010
Education
Union College 1998 — 2002
BS, Economics
University School 1994 — 1998
Bachelor of Arts (BA), Economics
Venture360 August 2012 - Present
Angel Capital Group January 2007 - September 2013
Raymond James Financial August 2006 - January 2007
Edward Jones August 2003 - August 2006
Katalyst January 2003 - July 2006
Ernst & Young August 2002 - August 2003
Grant Thornton January 2001 - May 2001
Skills
Start-ups, Mergers, Negotiation, Project Management, Positioning, Investments, Venture Capital, Due Diligence, Financial Modeling, Private Equity, Entrepreneurship, Strategic Financial..., Financial Analysis, Corporate Finance, Valuation, Funding, Business Strategy, Strategic Planning, Corporate Development, Investor Relations, Real Estate, Financial Structuring, Portfolio Management, Mergers & Acquisitions, IPO, Strategy, Angel Investing, Finance, Deal Sourcing, Capital, Capital Raising, Venture Financing, Investment Banking, International Business, Joint Ventures, Business Valuation, Executive Management, Alternative Investments, M&A experience, Leadership, Emerging Markets, Strategic Partnerships, Private Placements, Investors, Asset Management, Strategic Consulting, Business Planning, Restructuring, Business Development, Growth Capital
Education
The University of Kansas 1997 — 2001
Bachelor's, Business Administration and Accounting
Chi Chi Rodriguez Youth Foundation September 2009 - August 2010
Raymond James Financial August 1987 - July 2008
Feather Sound Country Club June 1984 - June 1987
Education
Shippensburg University of Pennsylvania 1982 — 1986
BA, Sociology
Johnstown High School
Erin Gallagher Consulting Group January 2015 - Present
Sykes September 2012 - Present
mdb&co August 2012 - Present
Sykes July 2011 - September 2012
Sykes June 2009 - July 2011
Sykes June 2008 - June 2009
Raymond James Financial January 2008 - May 2008
University of Tampa September 2006 - May 2008
Skills
Marketing Strategy, Analysis, Fundraising, Social Media Marketing, Customer Service, PowerPoint, Social Media, Editing, Data Analysis, Research, Online Marketing, Microsoft Office, Event Management, Public Relations, Microsoft Excel, Microsoft Word, Strategic Planning, Public Speaking, Proofreading, Content Writing, Writing, Process Improvement, Contract Management, Customer Relations, Excel, Budgeting, Word, Sales Management, Sales Operations, Salesforce.com, International Sales, Sales Presentations, Direct Sales, B2B Marketing Strategy, Digital Marketing, Integrated Marketing, Marketing, Leadership, Management, CRM, Market Research, Sales, Strategy, Budgets, Call Centers
Education
University of Tampa - John H. Sykes College of Business 2005 — 2009
Bachelor of Science, Marketing, Advertising
Swampscott High School 2001 — 2005
School of the Museum of Fine Arts 2003 — 2003
School of Continuing Studies: Highschool Program - Fine Arts
Rodale Inc. May 2015 - Present
Institute for Integrative Nutrition January 2012 - Present
The Depository Trust & Clearing Corporation November 2010 - June 2011
Dow Jones Local Media Group April 2009 - November 2010
Sterling Ledet & Associates November 2005 - April 2009
The New York Times Regional Media Group January 2006 - February 2009
Jagged Peak April 2005 - October 2005
Rover USA April 2004 - April 2005
America II Corporation May 2000 - April 2004
Raymond James Financial August 1999 - May 2000
Skills
Web Development, CSS, HTML, Web Design, Dreamweaver, CMS, Content Management, Photoshop, Social Networking, Web Applications, Project Management, Social Media, Drupal, Adobe Creative Suite, User Experience, WordPress, Microsoft Office, Software Documentation, Web Analytics, Graphic Design, SEO, Usability, Documentation, Multimedia, XML, PHP, User Interface Design, JavaScript, Website Development, Team Management, Video Editing, Newspaper, Hosting, Blogging, XHTML, Agile Project Management, Scrum, Agile Methodologies, Management, Leadership
Education
Fayetteville Technical Community College 1997 — 1999
Media Integration Technology A.A.S, Computer Science
Saint Leo University
Psychology
Dartmouth College June 2003 - Present
Dartmouth College 2003 - Present
Mercedes-Benz USA January 2001 - June 2003
Strategies for Mercedes Benz USA March 2000 - January 2001
Raymond James Financial April 1997 - February 2000
Skills
Systems Management, Windows Server, Servers, Operating Systems, Windows 7, Disaster Recovery, XP, Hardware, Technical Support, Virtualization, System Deployment, Microsoft SQL Server, Software Installation, Databases, Windows XP, Enterprise Software, VMware, Troubleshooting, Windows, OS X
Education
Southeastern University 1987 — 1990
BS
Southeastern University
Bachelor's degree
HASCO Medical November 2013 - Present
IT Professional April 2013 - October 2013
Raymond James Financial April 2010 - April 2013
Southwest Securities June 2009 - April 2010
Raymond James Financial August 1999 - May 2009
Sun Atlantic Computers October 1997 - August 1999
Skills
Active Directory, SQL, Security, Servers, Troubleshooting, Enterprise Architecture, Access, System Administration, Technical Support, Microsoft Exchange, Project Management, Testing, SharePoint, Windows Server, SSRS, SDLC, Enterprise Software, Disaster Recovery, Microsoft SQL Server, IIS, ITIL, IT Management, DNS, Information Security, Network Security, Powershell, VMware, Visio, VMware ESX, Citrix, DHCP, Operating Systems, VPN, Software Documentation, Microsoft Technologies, Data Center, Integration, Windows 7, Cisco Technologies, VMware Infrastructure, IT Operations, TCP/IP, Virtualization, Windows
Education
Collin County College 2011 — 2014
SQL Database Administration, VMWare Administration, Certified Ethical Hacker
St. Petersburg College 1999 — 2007
Certifications Security+, Networking Certification, Systems Support Certification, Linux, Microsoft, Networking, Computer Support
Smith and Associates Real Estate 2013 - June 2015
Raymond James & Associates March 2010 - April 2013
Raymond James Financial March 2008 - June 2010
Skills
Requirements Gathering, Requirements Analysis, Release Management, Quantitative Analytics, Requirements..., Database Administration, Workshop Facilitation, Accounts Receivable, Accounts Payable, Database Design, Software Verification, Software Deployment, Information Modeling, Collaborative Leadership, Projects, PMP, SharePoint, SDLC, Strategic Planning, Visio, User Acceptance Testing, Business Requirements, MS Project, Analysis, Business Process..., Vendor Management, Business Analysis, Business Process, Process Improvement
Education
University of Florida 2007 — 2009
BS, Business Administration
Seminole Community College 1995 — 1998
Associate of Science (A.S.), Architectural and Building Sciences/Technology
Triad Retail Media October 2012 - Present
Triad Retail Media April 2012 - October 2012
Devine Communications May 2011 - February 2012
Ad Partners October 2004 - January 2010
Devine Communications January 2003 - October 2004
Raymond James Financial April 1997 - January 2003
Skills
Email Marketing, Media Buying, PowerPoint, Microsoft Word, Outlook, Mobile Marketing, Analysis, Advertising, Marketing, Social Media Marketing, Social Media, Adobe Creative Suite, Marketing Communications, Facebook, Event Planning, Account Management, SEO, Direct Mail, Copywriting, Public Relations, DART for Publishers, DART for Advertisers, Online Campaign..., Interactive Media..., CRM, Digital Media, Media Planning, Advertising Sales, Salesforce.com, Integrated Marketing, Online Advertising, Strategy
Education
University of South Florida
BA, Mass Communications - Advertising
St. Petersburg College 1998 — 2000
AA, Mass Communications
Financial Industry Regulatory Authority August 2012 - Present
International Assets Advisory January 2011 - Present
Experts Counsel, Inc. February 2005 - Present
Raymond James Investment Services Ltd February 2000 - January 2005
Killik & Co 2000 - 2005
Raymond James 1994 - 2005
Robert Thomas Securities 1994 - 1998
Raymond James Financial 1990 - 1994
Skills
Investments, Securities, FINRA, Team Building, Corporate Governance, Management, Due Diligence, Financial Risk, Financial Services, Mutual Funds, Corporate Law, Series 7, Equities, Investment Strategies, Fixed Income, Corporate Finance, Investment Banking, Joint Ventures, SEC, Strategic Financial..., Asset Management, Investment Advisory, Alternative Investments, Project Finance, Wealth Management, Private Equity, Arbitration, Securities Regulation, Financial Markets, Operational Risk..., Capital Markets, Risk Management, Banking, Mergers & Acquisitions, Finance, Hedge Funds, Derivatives, Broker-Dealer, Series 63, Financial Analysis, Asset Managment, Portfolio Management, Fraud
Education
University of Denver - Sturm College of Law 1984 — 1987
JD, Legal Studies
United States Air Force Academy 1978 — 1983
Bachelor of Science (BS), Engineering
Miami Palmetto
Raymond James Financial April 2007 - Present
Raymond James Financial 2000 - 2008
Raymond James October 2004 - April 2007
St. Petersburg Medical 1983 - 2000
St. Petersburg Medical 1983 - 2000
Skills
Visio, Workflow Analysis, Process Automation, SharePoint, Process Improvement, Requirements Analysis, Troubleshooting, ITIL Certified, Software Documentation, Operating Systems, Business Analysis, Vendor Management, Business Process, Requirements Gathering, Windows Server, IT Management, Technical Support, Systems Analysis, IT Strategy, Microsoft SQL Server, MS Project, PMO, Access, Business Requirements, Databases, Integration, PMP
Education
St. Petersburg College 1982 — 1985
Associate, Business Administration
Northside Christian High Schoool 1974 — 1982
Diploma
Helios (formerly PMSI) February 2011 - Present
Helios (formerly PMSI) November 2010 - Present
Helios (formerly PMSI) May 2010 - November 2010
Orange Business Services / Equant Inc April 2004 - August 2010
Vital Network Services September 2002 - April 2004
Equant January 2000 - September 2002
Equant July 1997 - December 1999
TechForce Corporation April 1995 - January 1997
AT&T Paradyne October 1992 - January 1995
Raymond James Financial January 1991 - October 1992
Skills
Data Analysis, Cisco, Microsoft Office, MMSEA Section 111, SCHIP, Process Improvement, Cisco Technologies, Access, Vendor Management, Outstanding..., Integration, Insurance, Project Management, Databases, Pre-sales, Analysis, Management, Quality Assurance, Networking, Sales, Business Intelligence, Business Strategy, Management Consulting, Business Analysis, Business Process, Visio, SDLC, Program Management, Finance, Time Management, Team Leadership, PMP, CRM, IT Strategy, Requirements Analysis
Education
St. Petersburg College 1998 — 2003
BAS Info Tech, Information Technology
Raymond James Financial Inc. October 2013 - Present
Edible Tampa Bay January 2013 - Present
Freelance Writing and Editing 1998 - Present
Raymond James Financial 2005 - October 2013
Raymond James Financial 2002 - 2005
Raymond James Financial 2000 - 2002
Magnolia Manor 1998 - 1999
Skills
Editing, Copywriting, Corporate Communications, Crisis Management, Strategic Communications, Internal Communications, Change Management, Marketing
Education
The University of Georgia 1994 — 1998
ABJ, Journalism -- Magazines
PwC October 2014 - Present
Sage May 2012 - September 2014
Raymond James Financial March 2010 - May 2012
The Nielsen Company 1999 - 2009
Meredith 1997 - 1998
Skills
Product Management, Cross-functional Team..., Product Development, Project Management, Software Development, Business Analysis, Analysis, Process Improvement, Strategy, Requirements Analysis, Market Research, Competitive Analysis, Strategic Planning, Advertising, Agile Methodologies, Marketing, Marketing Strategy, Sales, Leadership, Management, Media Research, Vendor Management, SaaS, Agile, Social Media, Contract Negotiation, Media Planning, Advertising Sales, SDLC, HR Solutions, Product Marketing, Quality Assurance, Analytics, User Experience, Presentations, New Product Roll Out, New Product Ideas, E-commerce, Cloud Applications, Usability, Scrum
Education
State University of New York College at Plattsburgh 1990 — 1994
Bachelor of Arts (B.A.)
ThreatTrack Security Inc. September 2014 - Present
Arbitration Forums April 2010 - Present
Cystech Inc. August 2003 - Present
The Nielsen Company June 2008 - April 2010
The Nielsen Company June 2006 - June 2008
Nielsen Media Research June 2003 - June 2006
Raymond James Financial September 2004 - November 2004
Tandel Systems LLC 2001 - 2004
Honeywell Aerospace 2001 - 2004
Mako Technologies LLC 2001 - 2003
Skills
Product Management, Project Management, Agile Methodologies, Software Development, SDLC, SQL, .NET, Linux, JavaScript, Subversion, Perl, Visual Studio, Eclipse, Java, Web Services, JSP, Databases, Business Intelligence, Web Applications, Java Enterprise Edition, PHP, Scrum, Testing, System Administration, CSS, Requirements Analysis, C++, Microsoft SQL Server, HTML, XML, Software Project..., Visual Basic, Security, Oracle, Integration, Quality Assurance, Active Directory, SOA, Software Documentation, Unix, Visio, SharePoint, Servers, Networking, Solaris, Test Automation, Python, Enterprise Architecture, Operating Systems, Network Security
Education
St. Petersburg College 1997 — 2000
Raymond James Financial May 2002 - Present
Arthur Andersen 2000 - 2002
Andersen 2000 - 2002
PricewaterhouseCoopers LLP 1994 - 2000
Pizza Hut (when still part of PepsiCo) January 1993 - October 1994
PepsiCo April 1991 - December 1992
Price Waterhouse October 1987 - April 1991
Education
Texas Tech University 1983 — 1987
Texas Tech University - Rawls College of Business 1983 — 1987
BBA, Accounting/MIS
Raymond James Financial Inc. January 2014 - Present
Raymond James & Associates February 2013 - January 2014
Raymond James August 2010 - January 2013
Raymond James Financial April 2006 - July 2010
Raymond James Financial 2000 - 2006
Skills
Mutual Funds, Series 7, Financial Advisory, Investment Advisory, Finance, Securities, Wealth Management, Series 63, Investments, Retirement Planning, FINRA, Series 24, Asset Management, Uniform Combined State..., Financial Services
Education
University of South Florida 2011 — 2013
Master of Business Administration (MBA)
St. Petersburg College 2009 — 2010
Bachelors, Banking
Raymond James Financial April 2010 - Present
Raymond James Financial February 2006 - April 2010
Raymond James Financial December 2003 - February 2006
Raymond James Financial October 2000 - December 2003
Dezine Healthcare Systems September 1999 - July 2000
Allcare Medical January 1996 - January 1999
Skills
IIS, Firewalls, Operating Systems, XP, Business Analysis, Requirements Analysis, Troubleshooting, Software Documentation, Disaster Recovery, Technical Support, System Administration, Management, Microsoft SQL Server, Active Directory, SharePoint, Servers, Databases, SDLC, VPN, Networking, Sales, Network Administration, Visio, User Acceptance Testing, T-SQL, Citrix, SQL, Access, DHCP, Hardware, IT Management, ITIL, Information Security, Information Technology, Infrastructure, Integration, Microsoft Exchange, System Deployment, Windows Server, Windows 7, Software Installation, Windows XP, Security, Powershell, VMware ESX
Education
St. Petersburg College 2008 — 2012
Associate in Arts Degree, General Studies, 4.0
The Chubb Institute 1999 — 2000
Computer Technical Support, Information Technology
Everett Harris & Co March 2010 - Present
Raymond James Tax Credit Funds October 2006 - August 2008
Raymond James Financial October 2006 - August 2008
Education
The University of Georgia 2002 — 2006
BBA, International Business; Finance
The University of Georgia 2002 — 2006
Bachelor of Arts, French
Perficient May 2012 - Present
Perficient August 2011 - May 2012
IBEZA LLC June 2009 - September 2011
University of Florida 2008 - 2009
Raymond James Financial June 2008 - December 2008
Infosys Technologies Ltd November 2005 - June 2007
Skills
Visio, SDLC, SharePoint, Requirements Analysis, Business Intelligence, Business Process, Data Mining, MS Project, SQL, Data Analysis, UML, Crystal Reports, Scrum, Data Warehousing, Expression Web, Data Integration, HL7, EDI, 837I, 837P, Business Analysis, Patentability, Patent Portfolio..., .NET, Enterprise Data Modeling, Enterprise Architecture, Agile Methodologies, PMP, Oracle
Education
University of Florida - Warrington College of Business Administration 2007 — 2009
Masters, Information Systems
Sathyabama University 2001 — 2005
Bachelors, Mechanical Engineering
DHG Wealth Advisors August 2009 - Present
Raymond James Financial April 2007 - August 2009
Wachovia Bank March 2004 - April 2007
Wachovia Bank September 1999 - February 2004
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Investment Management, Asset Managment, Retirement Planning, Strategic Financial..., Wealth Management..., Insurance, Asset Management, Risk Management, Commercial Lending, Wealth
Education
Stetson University 1995 — 1999
BBA, Finance
ProRealty of New York Inc. January 2005 - Present
Saratoga Construction LLC January 2009 - Present
Saratoga Modular Homes LLC January 2008 - Present
Saratoga Log Homes March 2011 - Present
Keller Williams Realty November 2008 - November 2011
Raymond James Financial January 2000 - December 2006
Cecil Provost, Realtor January 1999 - January 2005
CENTURY 21 Acorn Properties April 1994 - December 1998
RE/MAX March 1989 - March 1994
Realty USA January 1985 - April 1989
Skills
Residential Homes, Condos, Relocation, Construction, Commercial Real Estate, Land Development, Farms, Log Homes, Modular, Start-ups, Real Estate, Sellers, Investors, First Time Home Buyers, Property Management, Investment Properties, Real Estate Development, Short Sales, Real Estate Transactions, Selling
Education
Union College 1984 — 1986
Graduate work, Electrical Engineering
State University of New York College at Potsdam 1978 — 1982
BA, Computer Science/Math/Education
Deep Run Financial June 2004 - Present
Raymond James Financial April 2001 - June 2004
Skills
Retirement, 401k, 401k Rollovers, Strategic Financial..., Insurance, Series 7, College Education..., Series 63, Securities, Asset Managment, Risk Management, Strategic Planning
Education
The Ohio State University - The Max M. Fisher College of Business 1990 — 1994
Bachelor of Science (BS), Accounting and Finance
Stan Johnson Company March 2014 - Present
Access Optics October 2013 - January 2014
Raymond James Financial February 2006 - October 2013
Skills
Mutual Funds, Investments, Strategic Planning, Management, Team Building, Customer Service, Marketing, Event Planning, Time Management, Microsoft Office, Real Estate Transactions, Sales, Human Resources, Leadership, Public Speaking, Event Management
Education
West Texas A&M University
Business Administration and Management, General
Tulsa Community College
Business Management
Coldwell Banker Residential Brokerage June 2013 - Present
Rutgers University January 2011 - May 2013
RM Fenyk & Company, LLC January 2001 - June 2011
Raymond James Financial December 2001 - July 2009
Christopher Street Financial March 1994 - December 2001
Merrill Lynch October 1992 - March 1994
Skills
Sales Process, Real Estate, Real Estate Transactions, Real Estate Financing, Financial Reporting, Securities Market, Portfolio Assessment, Personal Financial..., Financial Markets, Financial Analysis, Securities Regulation, Financial Accounting, Equities, Relocation Advice, Real Estate Negotiating
Education
Rutgers University-New Brunswick 1985 — 1989
BA, Economics
Raymond James Financial Inc. November 2011 - Present
Raymond James Financial April 2001 - November 2011
Special Operations Command Central April 1999 - March 2001
Skills
CCNP Certified, Cisco IOS, Routers, Networking, Switches, Cisco Technologies, Cisco Nexus, Servers, Network Engineering, CCNA, Troubleshooting, TCP/IP, Virtualization, WAN, F5 BigIP, Routing, Riverbed, BGP, Windows, Windows Server, DHCP, Data Center, OSPF, DNS
Education
St. Petersburg College
A.S. (with Honors)
Raymond James Financial Services, Inc. March 2011 - Present
Rice University 2012 - 2014
Bank of America Merrill Lynch May 2004 - March 2011
Raymond James Financial April 1995 - May 2004
Zions Investment Securities July 1994 - April 1995
First Community Bank April 1993 - July 1994
Great American Bank / Liberty Financial Services October 1990 - April 1993
Waddell & Reed January 1990 - October 1990
US Navy July 1981 - October 1988
Skills
401k, Investment Management, Wealth Management..., Estate Planning, Financial Planning, Retirement Planning, Insurance Planning, Retirement Income..., Charitable Planning
Education
The American College 2010 — 2011
Masters of Science (MSM), Management w/emphasis in Leadership
University of Phoenix 2007 — 2010
Bachelors of Science (BS/F), Finance
Miramar College 1987 — 1989
Associates of Arts (AA), General Studies
Corona del Sol High School 1979 — 1981
General Studies
Raymond James Financial January 2009 - Present
Nuyen Tomtishen and Aoun. P.C. May 2005 - December 2008
Flagship Capital Services, Inc. April 2002 - May 2005
Ocwen Financial Corporation October 1993 - April 2002
Katten Muchin Rosenman LLP November 2000 - August 2001
MMA Financial January 1999 - November 2000
Willkie Farr & Gallagher LLP May 1985 - October 1993
Lane & Edson, P.C. May 1983 - May 1985
U.S. Department of Commerce May 1981 - August 1981
Library of Congress January 1978 - August 1979
Skills
Due Diligence, Corporate Law, Real Estate, Securities, Finance, Mergers, Real Estate Economics, Litigation, Corporate Governance, Commercial Litigation, Loans, Real Estate Development, Investments, Mediation, Commercial Real Estate, Business, Asset Managment, Acquisitions, Licensing, Private Equity
Education
University of Virginia School of Law 1980 — 1983
JD, Law
University of Virginia Darden School of Business 1979 — 1983
MBA, Business Administration
St. Lawrence University 1973 — 1977
BA, Government
Rush-Henrietta C.S.D.- Sperry H.S. 1970 — 1973
NY State Regents Diploma, Regents Program
Raymond James Financial July 2015 - Present
Trader January 2010 - Present
I’m Going Bananas LLC January 2014 - Present
GT Scale Models Inc January 2013 - Present
Lava Studio June 2012 - August 2012
Skills
stock chart analysis..., Microsoft Office, Adobe Creative Suite, AutoCAD, After Effects, Maya, Cinema 4D, Nuke, Photography
Education
Savannah College of Art and Design 2010 — 2014
Bachelor of Fine Arts (BFA), Visual Effects
Raymond James Financial 1986 - Present
St. Vincent Catholic Charities 1984 - 1986
Skills
Equities, Fixed Income, Investments, Financial Analysis, Asset Management, Series 7, Business Analysis, Requirements Gathering, Requirements Management, Requirements Analysis, Test Cases, Test Scripts, Manual Testing, Microsoft Office, Microsoft SQL Server, CaliberRM, TFS, SoapUI, HP NonStop, SQL Server Management..., Organization, Dependable Team Player, Securities, ETFs, Equity Valuation
Education
Towson University 1980 — 1984
Early Childhood Education and Teaching; Philosophy; Wildlife Biology; Business Studies
Raymond James Financial Inc. October 2013 - Present
Raymond James Financial Inc. November 2012 - July 2013
Raymond James Financial Inc. September 2011 - November 2012
Raymond James June 2010 - September 2011
Raymond James Financial Inc. March 2007 - June 2010
Raymond James Financial April 1984 - March 2007
Skills
Cash Management, Business Analysis, Process Improvement, Financial Services, SDLC, Risk Management, Business Process..., Portfolio Management, Financial Analysis, Securities, Strategic Financial..., Banking, Investments, Vendor Management, Mutual Funds, Series 7, Financial Reporting, PMO, Leadership, Visio, SharePoint, Technology Management, PMP, Management, Change Management, Enterprise Software, IT Strategy, Business Process, Requirements Gathering, Operations Management, Requirements Analysis, Business Requirements, Analysis, Software Development, Series 63, Software Project..., Project Portfolio..., Team Leadership, IT Management, Program Management, Business Intelligence, Integration, Product Management, Governance, Testing, Enterprise Architecture, Cross-functional Team..., Business Process..., Strategy, Business Process Design
Education
St. Petersburg College
Accounting and Business/Management
Wharton School of Business,SII program
Securities Industry Institute
Ameriprise Financial Services, Inc. February 2012 - Present
Raymond James Financial June 1985 - February 2012
Education
Saginaw Valley State University - College of Business and Management 1974 — 1978
Bachelor of Business Administration (BBA), Marketing
Raymond James Financial Inc. January 2013 - Present
Raymond James August 2009 - January 2013
Raymond James Financial 2005 - August 2009
Raymond James Financial November 2002 - 2005
Arthur Andersen, LLP February 1999 - April 2002
Skills
Data Center, Asset Management, Systems Management, Hardware, Connectivity, IT Operations, Servers, Visio, Business Continuity, UPS, ITIL, Architecture, Disaster Recovery, Vendor Management, IT Management, Troubleshooting, Security, Computer Hardware, Program Management, Operations Management, Cooling, Data Center Relocation, Cabling, Project Planning, Facilities Management, Networking, Solution Architecture, Structured Cabling, Windows Server, VMware, SharePoint, UPS systems, Asset Managment, HVAC, Fiber Optics, Power Distribution, Infrastructure, IT Service Management, Cooling Water, Management, Computer Security, SAN, Infrastructure..., Network Architecture, Active Directory, Enterprise Architecture, Storage Area Networks, VMware ESX, High Availability
Education
Manatee Community College 1976 — 1992
Engineering, Computer Science, Business
Tampa Media Group January 2014 - Present
DFrantzDesign January 2011 - Present
Cox target media August 2004 - January 2011
Raymond James Financial October 1987 - January 2004
Skills
Marketing, Management, Social Networking, Sales, Marketing Communications, Social Media Marketing, Account Management, Online Marketing, Online Advertising, Digital Marketing, B2B, Advertising, Public Relations, Corporate Branding, Leadership, Creative Direction, Microsoft Office, Marketing Strategy, Social Media, Direct Marketing, Email Marketing, Direct Mail, Integrated Marketing, Graphics, Newsletters
Education
Ringling College of Art and Design 1980 — 1983
Graphic Design/Illustration
St. Petersburg College
American EB5 Centers March 2015 - Present
Raymond James & Associates, Inc March 2011 - June 2014
Security Traders Association of Florida January 2009 - December 2011
Raymond James Financial May 2001 - July 2010
Hoak Breedlove Wesneski May 1999 - May 2001
Wedush Morgan Securities May 1998 - May 1999
Sherwood Securities May 1996 - May 1998
Cantor Fitzgerald May 1994 - May 1996
U.S. Army May 1989 - May 1994
Skills
Equities, Capital Markets, Securities, Hedge Funds, Investment Banking, Mergers, Venture Capital, Trading, Risk Management, Mutual Funds, Finance, Banking, Corporate Law, Financial Services, Entrepreneurship, Leadership, Equity Capital Markets, Financial Risk, Competitive Analysis, Investments, Series 7, Franchising, Investment Advisory, Financial Modeling, Equity Trading, Series 24, Financial Advisory, Wealth Management, Private Equity, Portfolio Management, Valuation, Series 63, Asset Allocation, Alternative Investments, Asset Management, Fixed Income, Equity Research, Bloomberg, FINRA, ETFs, Options, Financial Markets, Investment Management, Investment Strategies, Bonds, Strategic Financial..., Emerging Markets, Derivatives, Electronic Trading, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
United States Military Academy at West Point 1985 — 1989
BS, Engineering, National Security and Public Affairs
Susan Wagner HS 1981 — 1985
High School
All Inclusive Marketing Inc. July 2010 - Present
Raymond James Financial December 2008 - July 2010
Investors Group Financial Services Inc. 2004 - 2006
Skills
Internet Marketing, Affiliate Marketing, Ecommerce, Marketing, E-commerce, Investments, Web Analytics, Marketing Strategy, Integrated Marketing, Web Marketing, Management, Online Marketing, Analytics, PPC, SEM, Online Advertising, Digital Marketing, Affiliate Management, Entrepreneurship
Education
UBC 2011 — 2011
Certificate
Canadian Securities Institute 2004 — 2010
CIM
Financial Planners Standards Council 2005 — 2005
CFP
open to opportunities June 2010 - Present
The Big Chill, Inc January 2008 - Present
Raymond James & Associates, Inc March 2006 - August 2008
Raymond James Financial January 2006 - June 2008
Morgan Stanley Smith Barney January 2004 - June 2006
Colonial Brokerage, Inc March 2005 - March 2006
2004TN Department of Revenue October 2002 - March 2005
2004-2005 January 2001 - January 2002
Education
University of Tennessee 1997 — 2001
Accounting, Business
University of Tennessee 1997 — 2001
Finance, Business
The University of Tennessee at Chattanooga
Bachelor of Science, Business Administration; Finance & Accounting
Conlon Financial Advisors November 1989 - Present
Raymond James Financial November 1989 - August 2003
Skills
Estate Planning, Mediation, Arbitration, Alternative Dispute..., Securities, Dispute, Dispute Resolution, Insurance, Personal Injury, Investments, Small Business, Strategic Financial..., Retirement, employee benefits, Finance, FINRA, Employee Benefits, Financial Planning, Real Estate
Education
The University of Texas at Arlington - College of Business 1976 — 1978
MBA, Management
Syracuse University - Martin J. Whitman School of Management 1969 — 1973
B.S, Marketing Management
Woodford County Library April 2009 - Present
Pawprints Portfolio January 1986 - Present
Midway University January 2014 - May 2014
Raymond James Financial April 2000 - November 2006
Skills
Art, Illustration, Watercolor Artist, Drawing, Editing, Marketing, Books, Teaching, Graphic Design, Illustrator, Painting, Museums, Social Media Marketing, Non-profits, Inventory Management, Watercolor, Magazines, Fine Art, Public Relations, Logo Design, Creative Writing, Cooking, Small Business, Nonprofits, Newsletters
Education
The University of Texas at Austin
BA, English Literature, Fine Art
University of Montevallo
Bayfront Medical Center May 2013 - Present
DJ's Leisure March 2013 - Present
Raymond James Financial, Inc. May 1980 - March 2013
Raymond James Financial January 2009 - January 2011
Raymond James Financial Inc. May 1980 - June 1995
A. G. Edwards & Sons, Inc. December 1969 - May 1980
Skills
Series 24, Equity Trading, Series 63, Securities, Series 7, Trading, ETFs, FINRA, Portfolio Management, Derivatives, Wealth Management, Equity Research, Equities, Options, Investment Advisory, Financial Advisory, Bonds, Stocks, Mutual Funds, Financial Services, Capital Markets, Financial Markets, Bloomberg
Education
St. Petersburg College 1975 — 1979
Business
CareFirst BlueCross BlueShield September 2015 - Present
CareFirst BlueCross BlueShield May 2006 - Present
PricewaterhouseCoopers March 2003 - April 2006
Raymond James Financial 1997 - 2003
IBM Global Services/Eckerd Corporation 1996 - 1997
Trecom Business Systems/GTE Data Services 1993 - 1995
McDonnell Douglas Aerospace 1991 - 1993
Skills
PeopleSoft, SDLC, Requirements Analysis, PeopleTools, PMP, Enterprise Architecture, Project Management, SQL, IT Strategy, PeopleCode, Agile Methodologies, Oracle, Requirements Gathering, Business Analysis, Visio, Unix, Business Requirements, Systems Analysis, Software Project..., Process Improvement, SharePoint, Business Intelligence, Analysis, PMO, Business Process, Integration, Access, Business Process..., Data Modeling
Education
University of Maryland Baltimore County 2008 — 2009
Project Management
Southern Illinois University, Edwardsville 1987 — 1991
BS, Business Admin - Management Information Systems
Total Benefit Solutions, Inc January 2009 - Present
Raymond James Financial March 2000 - Present
Edward Jones April 2002 - December 2005
Morgan Stanley March 2000 - April 2002
Skills
Retirement Planning, Life Insurance, Financial Advisory, Securities, Long Term Care Insurance, Estate Planning, Fixed Annuities, Wealth Management, Financial Analysis, Investments, Strategic Financial..., Insurance
Education
University of Saint Thomas 1995 — 1998
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
St. Olaf College 1994 — 1995
Business Administration
Blake 1982 — 1993
K-12
Pentair June 2012 - Present
Janney Montgomery Scott 1998 - June 2012
NatWest Markets 1996 - 1998
Raymond James Financial 1990 - 1996
Skills
Investor Relations, Financial Modeling, Valuation, Capital Markets, Mergers & Acquisitions, Financial Analysis, Equities, Equity Research, Investments, Due Diligence
Education
Tampa College 1989 — 1993
BS, MBA, Accounting
St. Petersburg College 1987 — 1989
AA, Accounting
Largo High School 1984 — 1987
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase July 2014 - August 2015
Bealls Inc June 2013 - August 2014
OTD April 2013 - June 2013
Raymond James Financial March 2012 - March 2013
DTCC September 2010 - March 2012
JPMorgan Chase September 2006 - October 2009
Education
Saint Leo University 2012 — 2016
Bachelor of Science (BS), Computer and Information Sciences and Support Services
Remington College-Tampa Campus 2002 — 2005
Associate of Arts and Sciences (A.A.S.), Network and System Administration/Administrator
Old National Investments January 2014 - Present
First Farmers Bank & Trust December 2010 - October 2013
Raymond James Financial June 2009 - June 2010
Wells Fargo Bank June 2001 - June 2009
Skills
Series 7 and 63..., Securities, Series 7, Investments, Financial Services, Insurance, Life Insurance, FINRA
Education
Purdue University 1978 — 1982
Bachelor's degree, Agricultural Economics
Maconaquah High School 1974 — 1978
Diploma
Wells Fargo 2007 - Present
Bank of America 2003 - 2007
Trusco Capital Management 2002 - 2003
Wachovia Secutities 2002 - 2002
Raymond James Financial 2000 - 2002
Skills
Business Analysis, Banking, Financial Modeling, Finance, Analytics, Business Intelligence, Process Improvement, Microstrategy, Data Analysis, Databases, Essbase, Customer Profitability, Quality Management, Financial Analysis, Information Technology, Data Warehousing, Oracle Applications
Education
The University of Northampton 2000 — 2001
International Finance
Winthrop University 1996 — 2001
Bachelor of Science (BS), Accounting and Finance
Mary Kay Inc. January 2014 - Present
Scentsy - Independent Consultant November 2013 - Present
Dockside Sportsbar & Grille April 2010 - 2012
Palm Harbor MRI 2009 - 2010
G & M Contracting August 2009 - October 2009
American Leak Detection March 2008 - August 2009
Raymond James Financial 2002 - 2003
Skills
New Business Development, Process Scheduler, Online Marketing, Marketing Strategy, Lead Generation, Team Building, Social Media Marketing, Customer Service, Construction, Social Networking, Marketing, Sales, Marketing Communications, Email Marketing, Account Management, Strategic Planning, Social Media, Public Relations, Sales Management, Advertising, Event Planning, Small Business, Retail, Leadership
Education
St. Petersburg College 2012 — 2015
Currently in school at this time, Physical Therapy Technician/Assistant
Office Depot January 2014 - Present
Raymond James Financial November 2012 - September 2013
Bisk Education August 2011 - November 2012
Ceridian January 2011 - May 2011
Nielsen June 2010 - December 2010
IBM 1998 - 2010
Verizon 1995 - 1997
IBM Information Network- Advantis 1987 - 1994
Nielsen Media Research 1987 - 1987
Skills
Management, Business Process, Product Management, MS Project, PMP, PMO, Business Analysis, Leadership, Information Technology, Cloud Computing, Software Project..., Software Development, Program Management, Technical Support, Vendor Management, Project Management, Project Portfolio..., IT Strategy, Team Management, Agile Project Management, EDI, Service Delivery, Integration, Business Process..., Oracle, SDLC
Education
University of South Florida 2011 — 2015
Master of Arts in Teaching (M.A.T), Math Education, 4.0
The George Washington University 1998 — 2000
Masters Certificate, Project Management
University of South Florida 1982 — 1986
Bachelor of Engineering Technology, Computer, Business
MSSB January 2003 - Present
Raymond James Financial July 1999 - December 2002
Young Life August 1996 - July 1998
Skills
Certified Financial..., Certified Investment..., Investment Advisory, Retirement Planning, Wealth Management, Strategic Financial..., Investment Strategies, Series 7, Estate Planning, Portfolio Management
Education
Stetson University 1998 — 1999
MBA, Finance
University of Florida - Warrington College of Business Administration 1992 — 1996
BA, Management
Time Inc. June 2014 - Present
Time Warner Inc. July 2012 - October 2014
Raymond James Financial Inc. January 2012 - July 2012
Raymond James & Associates, Inc January 2011 - February 2012
Raymond James Financial March 2008 - January 2011
Raymond James Financial September 2007 - March 2008
Skills
PeopleSoft, Process Improvement, Business Process..., Personnel Management, HRIS, Project Management, Workday, Data Analysis, Visio, Employee Benefits, Employee Relations, Change Management, Performance Management, Applicant Tracking..., Talent Management, Talent Acquisition, Recruiting, SharePoint, Business Analysis, Requirements Analysis, Requirements Gathering, Business Requirements
Education
University of South Florida 2005 — 2008
BS, Business Management
University of South Florida 2005 — 2008
Certification, Project Management
St. Petersburg College 2009 — 2009
Project Management Certification Courses
Hillsborough Community College 2003 — 2005
AA, Business Management
TOSHIBA Global Commerce Solutions, Inc June 2014 - Present
Sykes June 2012 - June 2014
Raymond James Financial September 2008 - June 2012
Raymond James September 2008 - June 2012
Pulte Homes March 2006 - September 2008
Crosland, Joiner, Schortz, Sorah & Co., P.A. April 2005 - March 2006
Tampa Bay Shipbuilding & Repair May 2004 - April 2005
Skills
Accounting, Account Reconciliation, Budgets, Cost Accounting, Financial Analysis, Financial Reporting, Variance Analysis, Time Management, Financial Accounting, GAAP, Sales, Consolidation, CPA, Mergers & Acquisitions, Sarbanes-Oxley Act, Finance, Management, Payroll, QuickBooks, Auditing, PeopleSoft, IFRS, Financial Modeling, Analysis, Internal Controls, Due Diligence, Risk Management, Cash Management, Financial Statements, Internal Audit, Sarbanes-Oxley, Accounts Receivable, Journal Entries, Software Documentation, Tax, Forecasting, Strategic Financial..., Business Process, Fixed Assets, Corporate Finance, Cash Flow, Process Improvement, US GAAP, Insurance, SEC filings, Purchasing, Accounts Payable, General Ledger, Customer Service, Managerial Finance
Education
University of South Florida 2000 — 2004
Bachelor of Science in Business Administration, Accountancy
St. Petersburg College 1999 — 2000
Hillsborough Community College 1999 — 1999
South Florida Community College 1998 — 1999
Sebring High School 1994 — 1998
Digital Media Services, LLC January 2005 - Present
Riley Arnold Productions May 2005 - December 2007
Raymond James Financial January 2000 - February 2005
Raymond James Financial January 1998 - December 1999
Raymond James Financial January 1997 - December 1997
Raymond James Financial January 1992 - December 1996
YMCA/Latchkey January 1990 - December 1991
YMCA/Latchkey January 1987 - December 1989
Skills
Commercial Photography, Video Editing, Video Production, Video, Marketing, Cinematography, Directing, Producing, Commercials, Photography, Non-linear Editing, Multimedia, Post Production, Film, Sound Design, Editing, HD Video, Media Production, Media Relations, Digital Photography, Videography, Sound, Broadcast, Audio Engineering, Camera, Web Video, Final Cut Pro, Digital Video, Final Cut Studio, New Media, Documentaries, Broadcast Television, Television, Digital Media, Music Videos, Radio, Film Production, Recording, Storytelling, Audio Editing, Voice Over
Education
University of South Florida 1990 — 1992
B.S., Physics
St. Petersburg College 1987 — 1990
A.A., Engineering
Raymond James Financial Inc. May 2013 - Present
Raymond James Financial January 2012 - May 2013
Raymond James Financial Inc. August 2008 - January 2012
Gentiva November 2007 - August 2008
Real Solutions North America RSNA October 2007 - November 2007
Retail Teamwork February 2006 - October 2007
Soft Computer Consultants (SCC) 2004 - 2006
Datamax 2001 - 2003
Skills
SDLC, Quality Assurance, Web Design, Business Continuity, Training Videos, Disaster Recovery, Marketing
Education
Texas A&M University 1992 — 1996
BA, English
Nimitz High School
Mullin International, Innovative Redeployment & Outplacement Solutions April 2015 - Present
On Point Coaching Solutions, LLC September 2014 - Present
Tampa Bay Job Links 2014 - Present
Raymond James Financial July 2011 - October 2013
ProVest, LLC September 2008 - March 2011
Lee Hecht Harrison May 2008 - September 2008
Xcenda An AmerisourceBergen Company April 2006 - November 2007
University Community Health January 2002 - January 2006
Cox Target Media June 2000 - April 2001
Staff Leasing April 1995 - March 2000
Skills
Personal Success..., Executive Coaching, Life Coaching, Leadership Coaching, Career Counseling, Consulting, Performance Consulting, Leadership Development, Organizational..., Employee Training, Training, Performance Management, Leadership, Onboarding, Employee Engagement, Employee Relations, Management, Team Building, Human Resources, Recruiting, Personnel Management, Change Management, Staff Development, Workforce Planning, Business Planning, Training Delivery, Workshop Facilitation, Organizational Design, Needs Analysis, Career Development, Talent Management, Succession Planning, Organizational..., Process Improvement, New Hire Orientations, Talent Acquisition, Employee Benefits, 360 Feedback, Interviews, Conflict Resolution, Budgets, Hiring, Executive Development, MBTI, Management Development, Performance Improvement, DDI - Certified..., Coaching, Strategy, Strategic Planning
Education
Goal Imagery Institute 2014 — 2015
Professional Coach
Southern Connecticut State University
MS
Southern Connecticut State University
BS
The Light Foundation 2000 - Present
Pizza Hut June 2011 - April 2013
Southwest Airlines January 2010 - April 2011
SMU Cox School of Business August 2008 - May 2010
Southwest Airlines June 2009 - August 2009
Raymond James Financial July 2006 - July 2008
LCM Group May 2004 - August 2004
Skills
Strategy, Public Relations, Strategic Planning, Corporate Social..., Marketing Strategy, Strategic Communications, Marketing, Program Management, Project Management, Social Media, Marketing Communications, Corporate Citizenship, Community Development, Competitive Analysis, Entrepreneurship, Budgets, Business Strategy
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Marketing & Strategy
The London School of Economics and Political Science (LSE) 2005 — 2005
Study Abroad Program
Vanderbilt University
BS, Human and Organizational Development, Economics
Reynolds Polymer Technology November 2008 - April 2011
Raymond James Financial November 2003 - September 2008
Skills
Sales, Microsoft Excel, Account Management, Microsoft Office, Strategic Planning, New Business Development, Sales Management, Customer Service, Project Management, Negotiation, Contract Negotiation, Marketing, Management, Budgets, Marketing Strategy, Leadership, SAP
Education
University of Alabama at Birmingham 2001 — 2005
B.A., Communication Management
Raymond James & Assoc August 1996 - Present
Raymond James 1996 - Present
Raymond James Financial 1996 - Present
Raymond James Associates Inc. 1996 - Present
Skills
Investments, Portfolio Management, Wealth Management, Mergers, Asset Managment, Equities, Capital Markets, Securities, Finance, Asset Management, Mergers & Acquisitions, Valuation, Strategy, Private Equity
Education
The University of Chicago 1994 — 1996
MBA
The University of Chicago Booth School of Business 1994 — 1996
MBA
United States Naval Academy 1985 — 1989
imagine gnats January 2010 - Present
Pizza Night Press, LLC February 2008 - Present
sewn studio February 2012 - April 2013
CraftFoxes.com July 2012 - January 2013
Raymond James Financial September 2010 - February 2012
First Financial Bank September 2010 - February 2012
Fifth Third Securities March 2007 - September 2010
Fifth Third Bank October 2007 - March 2008
Fifth Third Bank April 2006 - October 2007
Fifth Third Bank March 2004 - April 2006
Skills
Sewing, Quilting, Graphic Design, Textiles, Blogging, Social Media, Craft, Apparel, Design Patterns, Customer Service, Embroidery, Pattern Design, Illustrator, Adobe Creative Suite, Fashion, Art, Fashion Design, Drawing, Photoshop, Sketching, Photography, Illustration, Textile Design, Crafts
Education
Temple University 1997 — 1999
Virginia Polytechnic Institute and State University 1995 — 1997
architecture
The TCW Group April 2014 - Present
PIMCO January 2011 - April 2014
Allianz Global Investors June 2007 - December 2010
Northwestern Mutual February 2006 - June 2007
Raymond James Financial January 2005 - January 2006
Skills
Series 7, Mutual Funds, Asset Allocation, Separately Managed..., Alternative Investments, Series 63, Investments, Retirement, Finance, Financial Advisory, ETFs
Education
Southern Connecticut State University 2003 — 2006
Finance
Star2Star Communications, LLC June 2015 - Present
The Home Depot September 2012 - Present
SPAR Solutions, LLC May 2011 - September 2012
Geographic Solutions January 2008 - April 2011
Sykes July 2006 - June 2007
Raymond James Financial December 1999 - June 2006
Raymond James Financial December 1999 - September 2001
Skills
Program Management, Software Documentation, Project Planning, Telecommunications, Business Analysis, SharePoint, Software Project..., Project Management, Visio, SDLC, Process Improvement, Quality Assurance, Software Development, Training, SQL, Team Leadership, Integration, Requirements Analysis, Management, MS Project, Testing, Microsoft SQL Server, Troubleshooting, Enterprise Software, Databases, Scrum, Business Process..., Business Process, Networking, Requirements Gathering
Education
St. Petersburg College 1992 — 1993
Liberal Arts
Santa Fe Community College 1991 — 1992
Medical Studies
School of Hard Knocks
Raymond James Financial March 2008 - Present
Raymond James Financial Services 1997 - 2008
Skills
Leadership, IT Management, Project Management, Management, Business Analysis, Technical Support, Vendor Management, SharePoint, Budgets, Software Documentation, Process Improvement, SDLC, Outlook, Program Management, Disaster Recovery
Education
St. Petersburg College 1991 — 1995
Associates in Mass Communication
St. Petersburg College
Bachelors in IT Management
Northside Christian
Northside Christian
Real Estate August 2004 - Present
Rental Leasing Services August 1994 - Present
Wine Cellar Concepts May 2000 - August 2002
Raymond James Financial 1998 - 1999
Skills
Real Estate, Rentals, Investment Properties, Investors, Short Sales, Foreclosures, Investments, Asset Management, Buying, Selling, Asset Managment, Sales, Contract Negotiation, Customer Service, Negotiation, Management, Budgets, Business Planning, Small Business, Marketing, Finance, New Business Development, Sales Management, Forecasting, Strategic Planning, Team Building
Education
University of Baltimore 2000 — 2002
MBA
Towson University 1995 — 1999
BS, Business with a concentration in Finance
Raymond James Financial August 2000 - Present
Evatone, Inc. September 1992 - August 2000
Skills
Multimedia, Editing, Sound, Pro Tools, Festivals, Music, AV, Studio Recording, Video, Live Sound, Recording, Mastering, Guitarist, Web Design, Final Cut Pro, Premiere, Radio Host, Producing, Marketing, Audio Engineering, Marketing Strategy
Education
St. Petersburg College 2004 — 2004
Web/Multimedia
University of Tampa 1985 — 1987
Economics
WellCare Health Plans June 2015 - Present
Digital Hands September 2014 - June 2015
Moffitt Cancer Center September 2013 - September 2014
Adventist Health System 2010 - September 2013
Florida Hospital Tampa 2008 - 2010
Raymond James Financial 2006 - 2008
Juvenile Welfare Board 2004 - 2006
Winn Dixie Stores, Inc. 2003 - 2003
United States Marine Corps 1995 - 1999
Education
St. Petersburg College
IT Security
Raymond James Financial January 2007 - Present
Raymond James Financial July 2005 - December 2006
CheckFree Investment Services July 2001 - June 2005
Education
Saint Peter's University 1994 — 1999
Bachelors, Business Management/Finance
Raymond James Financial August 2008 - Present
Raymond James Financial, Inc. September 1999 - Present
Raymond James Financial December 1995 - Present
Skills
Requirements Analysis, Agile Project Management, Business Process..., Business Analysis, Risk Management, PMP, Visio, SDLC, Management, SharePoint, Vendor Management, Software Project..., Requirements Gathering, ITIL, MS Project, Process Improvement, Project Management, Software Documentation, CRM, IT Strategy
Education
St. Petersburg College 2004 — 2006
B.A.S, Technology Management
Raymond James January 2011 - Present
Objective Advisors August 2009 - December 2010
Oppenheimer Funds / OFI Private Investments January 2008 - January 2009
Oppenheimer Funds / OFI Private Investments April 2006 - December 2007
Oppenheimer Funds / OFI Private Investments November 2004 - April 2006
Raymond James Financial February 2004 - September 2004
Legg Mason June 2003 - February 2004
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2004
BBA, Finance, Accounting minor
US Army Corps of Engineers February 2009 - Present
US Army Corps of Engineers August 2008 - August 2009
US Army Corps of Engineers April 2006 - August 2008
WellCare 2005 - 2006
Raymond James Financial 2001 - 2005
Raymond James Financial 1999 - 2001
Raymond James Financial 1998 - 1999
Skills
Solaris, TCP/IP, Apache, Suse, RedHat, Unix, DNS, Data Center, Network Security, System Administration, Red Hat Linux, Perl, Hardware, Operating Systems, Storage Area Networks, SAN, Servers, AIX, Security, HP-UX, Routers, Switches, Shell Scripting, Netbackup, Networking, WAN, LDAP, Cisco Routers, Databases, Nagios, IT Operations, Infrastructure, Disaster Recovery
Education
St. Petersburg College 1992 — 1994
General
Howard Leasing August 2007 - Present
Raymond James Financial May 2007 - August 2007
Dwight Darby & Co August 2006 - May 2007
AutoNation August 1996 - August 2006
Education
Saint Leo University 2005 — 2007
University of South Florida 2000 — 2004
Bachelor's, Accounting
Adelante Capital Management June 2014 - Present
Franklin Templeton Investments September 2010 - May 2014
Natixis January 2005 - December 2009
Natixis July 2004 - June 2005
Raymond James Financial August 2003 - December 2003
Skills
Trading, Relationship Management, Financial Analysis, Business Analysis, Analysis, Analytics, Competitive Analysis, Process Improvement, Strategy, Cross-functional Team..., Vendor Management, Project Management, Business Development
Education
The University of Kansas 1999 — 2003
BA, Economics
Citi July 2015 - Present
Citi May 2012 - Present
Raymond James Financial 2006 - May 2012
Saint Petersburg College January 2011 - December 2011
Raymond James Financial March 2005 - July 2007
Raymond James Financial October 2003 - March 2005
Raymond James Financial June 2002 - October 2003
Skills
Analysis, Process Improvement, Strategic Planning, Change Management, Team Building, Leadership Development, Performance Management, Business Analysis, Team Leadership, Problem Solving, MS Project, Visio, SharePoint, Organizational..., Microsoft Office, SDLC, Vendor Management, Risk Management, PMO, Business Process..., Project Planning, Data Analysis, Business Process, Project Delivery, Requirements Gathering, Project Management, Requirements Analysis, PMP, Software Documentation, Program Management, Cross-functional Team..., Integration, Quality Assurance, Governance, IT Strategy, Project Portfolio..., Software Project..., Training
Education
St. Petersburg College 1998 — 2008
Bachelors of Science, Technology Management
Raymond James Financial April 1997 - Present
Skills
Asset Management, Financial Analysis, Research, Equities, Capital Markets
Education
Southern Methodist University - Cox School of Business 1993 — 1994
Master of Business Administration (M.B.A.)
Southern Methodist University 1983 — 1986
BBA Finance, Business Administration and Management, General
Apex Systems January 2014 - Present
Raymond James Financial Inc. February 2013 - January 2014
Health Plan Services July 2012 - February 2013
Raymond James Financial March 2009 - June 2012
Veredus September 2008 - February 2009
Kforce Technology Staffing contract JP Morgan Chase December 2007 - August 2008
Datalinx February 2007 - October 2007
Keane December 2006 - February 2007
Open Systems Technology June 2006 - November 2006
KVG Consultants January 2006 - June 2006
Skills
Quality Center, SQL, Microsoft SQL Server, DB2, COBOL, JCL, Oracle, VSAM, Access, IMS DB/DC, XP, MVS, Windows, Windows 2000, SPUFI, Visio, Testing, SDLC, Requirements Gathering, Mainframe, User Acceptance Testing, System Testing, Test Planning, Quality Assurance, Systems Analysis, Software Quality..., Databases, Requirements Analysis, Manual Testing, Test Cases, QTP, CICS, Integration, Regression Testing, Test Automation, Business Requirements, SharePoint, Test Management, LoadRunner, Operating Systems, Waterfall, Defect Tracking, Integration Testing, FTP, Performance Testing, Business Process, Agile Testing, Java, IBM Mainframe, HP Quality Center
Education
Strayer University 1998 — 1999
Computer Information Systems
CHUBB INSTITUTE 1996 — 1997
Computer Programming
Southern Company January 2010 - Present
Synergis July 2009 - May 2010
Raymond James February 2005 - July 2009
Raymond James Financial February 2005 - July 2009
Titan Cruise Lines June 2004 - February 2005
VERITAS Software December 2003 - June 2004
EMC May 2000 - January 2002
IntraSystems 1999 - 2000
Stream International July 1997 - October 1999
Skills
BizTalk, IT Management, Windows Server, IIS, Microsoft SQL Server, SDLC, Citrix, SQL, SharePoint, Active Directory, ITIL
Education
St. Petersburg College 2006 — 2008
Quinsigamond Community College 1992 — 1994
Milford High School
TekPartners/MedPartners May 2014 - Present
Cross Country Healthcare September 2010 - April 2014
Cross Country Healthcare July 2007 - September 2010
Pulte Homes Inc April 2006 - June 2007
Mintel International Group Ltd April 2005 - June 2007
Raymond James Financial June 2005 - March 2006
Mintel International July 2004 - April 2005
Skills
Social Media, Direct Mail, Outdoor Advertising, Advertising, Direct Marketing, Marketing, Marketing Strategy, Email Marketing, Market Research, Account Management, Online Advertising, Social Media Marketing, Digital Marketing, Sales, Public Relations, Marketing Communications, SEO, Budgets, Management, Copywriting, Facebook, Online Marketing, Contract Negotiation, Trade Shows, Lead Generation, Editing, Event Planning, Strategic Partnerships, SEM, Leadership, Business Development, Integrated Marketing, Press Releases, Marketing Management, PPC, Creative Direction, Negotiation, Social Networking, B2B, Web Analytics, Google Analytics, CRM, Interactive Marketing, Competitive Analysis, E-commerce, New Business Development, Strategy, Digital Strategy, Customer Retention, Cold Calling
Education
Rollins College 2000 — 2004
Bachelor of Arts, International Business
Raymond James 2011 - Present
Raymond James Financial 2006 - 2011
Proggex 2004 - 2006
HSBC Card Services 2003 - 2004
Williams Communications 1999 - 2002
Education
The University of Georgia 1986 — 1990
Bachelor of Arts (B.A.), Psychology
Comcast Cable May 2013 - Present
Comcast Cable June 2008 - May 2013
Saint Joseph's University September 2005 - May 2008
Raymond James Financial January 2007 - August 2007
Emerald Asset Management May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Finance, Microsoft Excel, Portfolio Management, Investments, Accounting, Valuation, PowerPoint, Due Diligence, Budgets, Process Improvement, Microsoft Word, Microsoft Office, Outlook, Public Speaking, Strategic Financial..., Pivot Tables, Forecasting, Analysis, Variance Analysis, Project Planning, Sarbanes-Oxley Act, Accounts Payable, Account Reconciliation, Financial Accounting
Education
Temple University - Fox School of Business and Management 2012 — 2016
Master of Business Administration (MBA), Corporate Financial Management
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
BBA, Finance
Big Sea Design + Development September 2015 - Present
CrossFit 727 February 2013 - Present
Raymond James Financial Inc. August 2014 - September 2015
Raymond James Financial Inc. May 2012 - July 2014
Raymond James Financial July 2009 - May 2012
Aspen Marketing Services January 2008 - June 2009
Skills
Team Management, Marketing, Project Management, Strategy, Project Planning, Analysis, Product Development, Change Management, B2B, Market Research, Budgets, Leadership, Integration, Cross-functional Team..., Social Media, Research, SEO, Public Relations, Marketing Communications, Marketing Strategy, Email Marketing, Advertising, Management, Digital Marketing
Education
University of Tampa 2012 — 2014
MBA
Stetson University 2005 — 2008
BA, Marketing and Management
Raymond James Financial
Skills
SDLC, Disaster Recovery, Requirements Analysis, Business Analysis, Integration, Enterprise Architecture, SharePoint, Visio, Vendor Management, SQL
Education
St. Petersburg College 1973 — 1975
GEN3i August 2013 - Present
CommVault July 2010 - August 2013
CommVault October 2004 - July 2010
Raymond James Financial 1995 - 2004
Skills
Storage, Storage Area Networks, Virtualization, NAS, CommVault, SAN, Enterprise Storage, Storage Virtualization, Cloud Computing, NetApp, Disaster Recovery, VMware, Deduplication, Data Center, Storage Management, iSCSI, Netbackup, Replication, Pre-sales, vSphere, SaaS, Backup Solutions, Channel Partners, Solution Selling, VMware ESX, Enterprise Software, Fibre Channel, Storage Solutions, Storage Architecture, Servers, High Availability, VMware Infrastructure, VDI, Cluster, HP, Business Continuity, Brocade, Solaris, Hardware, Microsoft Technologies
Education
St. Petersburg College 1988 — 1991
Associate of Arts (AA), Management Information Systems, General
Largo High School 1984 — 1988
Embry-Riddle Aeronautical University September 2015 - Present
Raymond James Financial August 1994 - September 2015
Celotex Corporation January 1989 - August 1994
Skills
Software Development, Software Engineering, Microsoft SQL Server, SSRS, Software Solution..., SDLC, WCF, SOA, Enterprise Architecture, T-SQL, .NET, Visual Studio, SharePoint, ASP.NET MVC, Agile Methodologies, SSIS, Requirements Analysis, COBOL, Databases, SQL, C#, Visio, Database Design, Data Modeling, ASP.NET, Testing, VB.NET, IIS, Web Services
Education
University of South Florida - College of Business Administration 1989 — 1994
Bachelor of Science (B.S.), Information Technology
St. Petersburg College
Associate of Arts (A.A.), Accounting
St. Petersburg College
Associate of Science (A.S.), Computer Science
Jagged Peak December 2014 - Present
PSCU January 2013 - October 2014
Raymond James Financial Inc. June 2006 - January 2013
Raymond James Financial November 2000 - June 2006
Fiserv January 1986 - November 2000
Skills
Project Management, Software Project..., Requirements Analysis, PMP, Business Process, SDLC, MS Project, Process Improvement, Business Analysis, Certified ScrumMaster, Building Relationships, Collaborative Problem..., Scrum, Program Management, Vendor Management, Quality Assurance, User Acceptance Testing, Leadership, PMO, Agile Project Management, Quality Center, Testing, SharePoint, Requirements Gathering, Visio, SQL, IT Strategy, Integration, SOA, Software Development, Risk Management, Financial Services, Agile Methodologies, Management, Business Requirements, Software Documentation, Access, Project Portfolio..., CRM, Business Process..., Resource Management, IT Management, Enterprise Architecture, ITIL, Systems Analysis, Disaster Recovery, Business Intelligence, Information Technology, Project Delivery, Data Warehousing
Education
St. Petersburg College 2001 — 2008
BAS, Technology Management
Republic Bank November 2010 - Present
Send Out Cards October 2008 - Present
Regions Bank August 2006 - November 2010
SPCA Tampabay 2006 - 2010
Raymond James Financial May 1995 - August 2006
Shell Realty Incorporated January 1990 - May 1995
Skills
Trusts, Investments, Tax, Estate Planning, Management, Banking, Finance
Education
University of South Florida - College of Business Administration 1998 — 2006
BA, Finance
St. Petersburg College 1992 — 1996
AA, Accounting & Finance
Albridge, an Affiliate of Pershing November 2011 - Present
Chase Investment Services April 2010 - November 2011
Raymond James Financial November 2006 - June 2009
Wells Real Estate Funds March 2004 - March 2006
Schwab Institutional October 1998 - March 2004
Charles Schwab 1995 - 1998
Skills
Business Development, Sales, Investments, Management, Financial Services, Finance, Portfolio Management, Sales Operations, Mutual Funds, Wealth Management, Series 63, Series 7, Securities, Investment Advisory, Relationship Management, Alternative Investments, Asset Management, Asset Allocation, FINRA, Financial Advisory, Fixed Income, Equities, Series 24, Retirement Planning, Investment Management
Education
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
BS, Finance
Raymond James & Associates, Inc October 2010 - Present
Raymond James August 2007 - October 2010
Raymond James Financial March 2005 - August 2007
Raymond James Financial September 2004 - March 2005
University of South Florida May 2003 - September 2004
College of Business September 2001 - May 2003
Evert Tennis Academy April 2000 - May 2000
Skills
Visio, SDLC, SQL, Access, Requirements Gathering, Systems Analysis, Business Analysis, Process Improvement, Databases, Requirements Analysis, Software Documentation, SSIS, Vendor Management, Data Modeling, Business Process..., MS Project, Software Development, Security, Testing, Management, Business Intelligence, Leadership, Business Process, Technical Analysis
Education
University of South Florida 2000 — 2004
Bachelors, Information Systems Management
Symbiosis International University 1996 — 1999
Bachelor of Science (BS), Commerce
OppenheimerFunds August 2010 - Present
OppenheimerFunds February 2003 - July 2010
Raymond James Financial November 2002 - February 2003
Morgan Stanley July 1997 - November 2002
PaineWebber March 1995 - July 1997
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Asset Allocation, 401k, Alternative Investments, Series 65, Investments, Retirement Planning, Retirement, Fixed Income, Wealth Management, Financial Advisory, Equities
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA, Economics/Business
The London School of Economics and Political Science (LSE) 1993 — 1993
Economics
Manning & Napier Advisors 2009 - Present
US Trust, Bank of America Private Wealth Management June 2005 - March 2009
US Trust April 2003 - June 2005
Raymond James Financial April 2002 - April 2003
Raymond James Financial Inc. 2000 - April 2002
Skills
Asset Allocation, Series 7, Mutual Funds, Investments, Series 63, Alternative Investments, Investment Strategies, Wealth Management, Separately Managed..., Asset Managment, Portfolio Management, Equities, Fixed Income, ETFs, Investment Advisory, Public Speaking
Education
Syracuse University 1994 — 1999
Bachelor, Business and Consumer Studies
Raymond James Financial August 2012 - Present
Morgan Keegan April 2004 - August 2012
Morgan Keegan October 2000 - April 2004
The University of Memphis August 1999 - October 2000
Kelly Services May 1994 - August 1999
Skills
Policy, Leadership, Management, Training, Recruiting, Customer Service, Team Building, Human Resources, Public Speaking, Process Improvement, Interviews
Education
The University of Memphis 2013 — 2016
Gradute Student, MBA Program
The University of Memphis 2005 — 2008
Masters of Arts, Liberal Studies
Xavier University of Louisiana
Bachelor of Science, Business Administration
Liberty Mutual Insurance/SAFECO November 2012 - Present
Oak Street Funding August 2012 - October 2012
Liberty Mutual Insurance/SAFECO October 2010 - July 2012
Huntington National Bank & The Huntington Investment Company November 2009 - October 2010
Charles Schwab June 2006 - October 2009
Raymond James Financial Inc. January 2001 - January 2006
RAYMOND JAMES FINANCIAL January 1997 - January 2001
Investment Sciences November 1994 - June 1997
Edwards, Wallace, McLain & Company April 1987 - October 1991
D.C. Reilly & Associates February 1978 - April 1987
Education
St. Petersburg College 2006 — 2006
Certification, Lean & Six-Sigma certification
University of South Florida - College of Business Administration 1999 — 2003
BS, FINANCE AND BUSINESS ECONOMICS 2003
Raymond James Financial December 2003 - April 2008
Education
St. Petersburg College 2008 — 2008
A.S, Business Admin/Accounting
Raymond James Financial July 2004 - Present
Raymond James Financial July 2004 - July 2009
Skills
SharePoint, Business Analysis, Disaster Recovery, Requirements Analysis, SDLC, Servers, Business Process..., IT Management, Testing, Requirements Gathering, Microsoft SQL Server, IIS, Enterprise Architecture, ITIL, Visio, PMP, Software Development, Process Improvement, Security, Data Warehousing, IT Strategy, Database Design, Active Directory, Information Technology, Solution Architecture, Integration, IT Operations, SQL, Troubleshooting, Software Documentation, PMO, Unix, User Acceptance Testing, SSIS, Business Requirements, Windows Server, Vendor Management, IT Service Management, Data Center, Systems Analysis, SOA, Databases, Software Project..., Access, Business Process
Education
St. Petersburg College 2002 — 2004
B.A.S., Technology Management
St. Petersburg College 1995 — 1998
A.S., Network Information Systems
Raymond James Financial Inc. May 2012 - April 2013
Raymond James Financial June 2010 - May 2012
Skills
Project Management, Requirements Gathering, Business Requirements, Application Support, Process Flow, Business, User Acceptance Testing, Use Case, Agile Methodologies, Business Analysis, Business Process, Databases, Management, Microsoft SQL Server, Process Improvement, Quality Center, Requirements Analysis, SQL, SharePoint, Systems Analysis, Test Cases, Training, Troubleshooting, User Experience, Waterfall, Agile Project Management, Software Documentation, Software Project..., T-SQL, Visio, Disaster Recovery, Integration, SSIS, Data Modeling, Database Design, Enterprise Architecture, PMP, SSRS, Oracle
Education
Saint Leo University 2002 — 2005
Bachelor's degree, Business Administration and Marketing
St. Petersburg College 1999 — 2001
Associate of Arts (AA), Business Administration and Management, General
Triad Retail Media November 2014 - Present
Healthesystems April 2010 - October 2014
ByDesign Technologies May 2009 - April 2010
JPMorgan Chase January 2008 - April 2009
Raymond James Financial January 2006 - March 2007
Raymond James Financial May 2001 - December 2005
Raymond James Financial February 2000 - May 2001
Skills
Process Improvement, Business Analysis, Analysis, Insurance, Agile Methodologies, SDLC, Requirements Gathering, Vendor Management, Visio, Dental Surgery, Long Distance Running, Access, Software Documentation, SharePoint, Project Management, Requirements Analysis, Hand Knitting, Team Leadership, Account Management
Education
The Ohio State University 1995 — 1999
Business Mgmt
CHS
Springfield High School
Raymond James Financial Inc. July 2012 - Present
Raymond James Financial February 2003 - July 2012
Raymond James Financial October 2000 - February 2003
Skills
Investments, Mutual Funds, Business Analysis, Securities, Financial Services, Risk Management
Education
Remington College-Tampa Campus 1997 — 1999
Associate's degree, Business Administration and Management, General
Lockheed Martin Aeronautics January 2014 - Present
Lockheed Martin Aeronautics May 2010 - January 2014
Lockheed Martin Missles and Fire Control April 2009 - May 2010
Raymond James Financial September 2007 - March 2009
Barrett & McNagny, LLP November 2005 - May 2007
Skills
Government Procurement, Corporate Law, Administrative Law, Contract Law, Defense Contracting, Property Law, Securities Regulation, Banking Law, Litigation, Defense, Licensing, Legal Writing
Education
University of Tulsa College of Law 2002 — 2004
JD
The University of Texas at Austin 1997 — 1999
BA, College of Liberal Arts
Wells Fargo Securities July 2015 - Present
KGS-Alpha Capital Markets, L.P. June 2012 - July 2015
Raymond James Financial May 2008 - June 2012
FTN Financial February 2004 - May 2008
GMAC-RFC February 2000 - February 2004
First Union National Bank 1998 - 2000
Skills
ABS, MBS, Capital Markets, Bonds, Series 7, CDO, Bloomberg, Portfolio Management, CMBS, Hedge Funds, Securitization, Structured Products, Securities, Asset Managment, Alternative Investments, Series 63, Structured Finance, Trading, Equities, Derivatives
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond James Financial September 1999 - Present
Fiserv March 1989 - September 1999
Skills
Visio, SharePoint, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, Agile Methodologies, SQL, Business Process..., User Acceptance Testing, Software Documentation, Systems Analysis, Business Process, Access, Data Modeling, Process Improvement, Quality Center
Education
University of South Florida 1986 — 1990
BS, Finance
St. Petersburg College 1980 — 1982
AA, Business Administration
Airgas Retail Inc August 2014 - Present
VeriFone February 2012 - April 2014
Raymond James Financial June 2009 - November 2011
HSN August 2007 - January 2009
Fidelity National Information Services March 2003 - June 2007
Fidelity National Information Systems 2003 - 2007
Fidelity Information Systems 2003 - 2007
Certegy, Inc. 2003 - 2007
Skills
Active Directory, Security, VPN, TCP/IP, Operating Systems, Technical Support, CISSP, Information Security, Windows, Computer Security, Printers, Disaster Recovery, Vendor Management, Visio, Process Improvement, SDLC, Business Analysis, Troubleshooting, Project Management, Call Center, LDAP, Call Centers, Information Technology, Help Desk Support, Networking, SharePoint, Data Center
Education
St. Petersburg College 2001 — 2003
A.S., Information Technology
University of Florida 1977 — 1981
3 years, Journalism
St. Colletta's
St. Colletta's
Transamerica Financial Advisors, Inc. March 2014 - Present
Transamerica Financial Advisors, Inc. June 2009 - March 2014
Transamerica Financial Advisors, Inc. July 2006 - June 2009
Raymond James Financial 2000 - 2005
Skills
Insurance, Outlook, Administrative..., Microsoft Word, Access, Lotus Notes, Health Insurance
Education
St. Petersburg College 2007 — 2009
General Associates Degree
St. Petersburg College
Raymond James Financial 2008 - Present
Telperion 2005 - October 2008
Verizon 1990 - 2004
Education
State University of New York College at Buffalo
MS, English Education
Citi August 2014 - Present
PwC March 2014 - August 2014
Rita Technology Services December 2013 - March 2014
Software Guidance & Assistance May 2013 - December 2013
Raymond James Financial July 2006 - April 2013
BearingPoint April 1999 - July 2006
WorldCom October 1998 - April 1999
IBM September 1997 - October 1998
Accenture February 1994 - September 1997
Pfizer February 1990 - February 1994
Skills
Testing, MS Project, Process Improvement, Project Planning, Sprint Planning, PMO, Agile Project Management, Scrum, Leadership, Project Server, SDLC, Program Management, Business Analysis, Requirements Analysis, PMP, Project Management, Business Process..., CRM, Vendor Management, SharePoint, Primavera P6, Systems Analysis, Analysis, Software Project..., Agile Methodologies, Project Portfolio..., Risk Management, IT Strategy, Business Process, Resource Management, Outsourcing, Software Development, Waterfall, MS Project Server, ERP, Requirements Gathering, Business Requirements, Project Delivery, Change Management, Integration, IT Management, Microsoft Office, Enterprise Architecture, Earned Value Management, Clarity, Certified ScrumMaster..., Offshoring, Financial Modeling, Project Metrics, Microsoft Project
Education
Saint Vincent College
Bachelor’s Degree, Accounting
Raymond James Financial November 1990 - Present
Florida Plating 1982 - July 1990
Air International Inc. 1980 - 1982
United States Air Force December 1976 - December 1980
Skills
SDLC, Requirements Analysis, SharePoint, SQL, SOA, Testing, Software Development, Visual Studio, Integration, COBOL, XML, Requirements Gathering, Agile Methodologies, Business Analysis, Visio, Quality Center, Windows, Disaster Recovery, User Acceptance Testing, Enterprise Architecture, Software Engineering, Data Modeling, Architecture, Microsoft SQL Server, Program Management, Software Project..., PMP, Databases, Agile Project Management, Systems Analysis, System Testing, Unix, Scrum, Database Design
Education
University of South Florida 1983 — 1986
Bachelor of Science, Management, Information Systems
St. Petersburg College 1981 — 1983
Associate of Arts, General Education
Boca Ciega High School 1972 — 1976
Raymond James Financial June 2010 - Present
Gastroenterology & Oncology Associates March 2009 - December 2009
Franklin Templeton Investments December 2005 - January 2009
Franklin Templeton Investments June 1996 - December 2005
Skills
Mutual Funds, Process Improvement, Financial Services, Customer Service, Team Building, CRM, Investments
Education
St. Petersburg College
Business
Raymond James Financial April 2011 - Present
Raymond James Financial Inc. August 1993 - April 2010
Raymond James Financial Inc. December 1990 - August 1993
Skills
Corporate Law, Notary Public, Entity Management, Investments, Legal Writing
Education
St. Petersburg College
Associate's degree, Law
WellCare July 2012 - Present
WellCare September 2009 - July 2012
Raymond James Financial June 2008 - December 2008
Jacobs Engineering January 2008 - June 2008
Citigroup 1994 - 2006
Skills
SharePoint, SAS, Vendor Management, Visual Basic, Budgets, Unix, Access, Microsoft Excel, Data Warehousing, Visual Studio, Process Improvement, SAS programming, SDLC, Business Analysis, Toad, Data Analysis, OLAP, Business Intelligence, Databases, Visio, SQL, Analysis, Business Process..., T-SQL, Requirements Gathering, Integration, Database Design, PMO, Systems Analysis, Project Management, HIPAA, Software Documentation, IT Operations, Management, IT Strategy, Microsoft SQL Server, Oracle, Requirements Analysis, User Acceptance Testing, PL/SQL, Healthcare, Banking, Cross-functional Team..., Leadership, Training, Business Requirements, Medicare, Software Project..., Team Building, Testing
Education
Syracuse University 1989 — 1993
Mathematics
University of Tampa - John H. Sykes College of Business
Computer Information Systems
KP Directional Drilling January 2012 - Present
Genworth Financial September 2009 - January 2012
SunAmerica November 2006 - April 2009
SunAmerica July 2003 - November 2006
Raymond James Financial September 2001 - July 2003
PLANCO May 1999 - July 2001
Skills
Sales, Fixed Annuities, Management, Territory Management, Marketing, Sales Force Development, Sales Operations, Business Development, Team Building, Strategic Planning, Investments, Account Management, Business Planning, Employee Benefits, Teamwork, Series 63, Due Diligence, Event Management, Selling, Sales Presentations, Customer Service, Leadership, Sales Management, New Business Development, Retirement, Executive Management, Risk Management, Series 6, Business Strategy, Long-term Care, Wholesale, Insurance, Financial Analysis, Strategy, Project Management, Finance, Strategic Financial..., Small Business, Forecasting, Budgets, CRM, Training, Marketing Strategy, Portfolio Management, Cold Calling, Variable Annuities, 401k, Securities, Life Insurance, Retirement Planning
Education
Texas Tech University 1983 — 1987
BBA, Management
University of Texas of the Permian Basin 1987 — 1989
BBA, Management
The Texas Education Agency
Education, Texas Teacher Certification All Level Special Education
Texas Education Agency
Certification of Management in School Business Administration, School Administration
PwC September 2012 - Present
Raymond James Financial October 2011 - August 2012
Citi July 2008 - January 2011
Sprint July 2002 - March 2008
CA Technologies October 1999 - September 2001
State Farm 1999 - 2000
Skills
SDLC, Project Management, Auditing, Procurement, SharePoint, Experienced Business..., Business Analysis, Testing, PeopleSoft Financial, Business Requirements, Quality Assurance, User Acceptance Testing, Process Improvement, PeopleSoft, Test Planning, Regression Testing, Visio, Quality Center, Requirements Analysis, MS Project, Business Process, Software Documentation, Management, Analysis, Telecommunications
Education
St. Petersburg College 2013 — 2014
Business Administration
St. Petersburg College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
LaSalle Computer Learning Center 2011 — 2011
Certificate of Project Management, Proect Management
Bank of America Merrill Lynch October 2009 - Present
AIG February 2009 - October 2009
Morgan Stanley August 1999 - January 2009
Lehman Brothers July 1996 - August 1999
Raymond James Financial 1992 - 1994
Skills
Equities, Valuation, Financial Modeling, Investments, Portfolio Management, Mergers, Strategy, Acquisition Analysis, LBO, Leadership Development, Team Leadership, Strategic Communications, Mergers & Acquisitions, Business Valuation, Private Equity, Restructuring
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance and Accounting
Vanderbilt University 1988 — 1992
BA, Economics
Raymond James Financial Financial AdvisorBanc of America InvestmentsJune 2004 - February 2008
Education
Webster University 1998 — 1999
M.A., Marketing
Quincy University 1988 — 1990
B.S., Marketing
Morgenthaler October 2011 - Present
Polo Ralph Lauren February 2011 - May 2012
Polo Ralph Lauren, Club Monaco Division August 2010 - February 2011
Morton Financial December 2008 - December 2008
Raymond James Financial September 2008 - December 2008
BWR Public Relations December 2007 - December 2007
Seventeen Magazine June 2007 - August 2007
Education
Rollins College 2004 — 2009
BA, Economics
Shiyan Experimental Middle School, Qiqihar China June 2014 - July 2015
. May 2013 - June 2014
Virgina College October 2012 - April 2013
Leaders Casual Furniture October 2011 - October 2012
Raymond James Financial December 2007 - October 2011
Dell Computer Corporation January 2001 - January 2008
Amoco Food and Gas January 1998 - January 2000
Skills
Servers, Active Directory, SharePoint, Troubleshooting, PMP, Process Improvement, Windows Server, Windows 7, Windows Mobile, Blackberry Enterprise..., Outlook, Technical Leadership, Technical Support, Information Technology, MCITP, Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, TCP/IP, Translation, Customer Service, Social Media, Call Centers, WordPress, Web Design, Creative Writing, Writing, Windows, VPN, Disaster Recovery, XP, Operating Systems, Security, Hardware, Help Desk Support, Computer Hardware, Windows XP, Laptops, Networking, Switches, Routers, Visio, Business Analysis, Microsoft Exchange, Software Documentation, Vendor Management, Microsoft SQL Server, System Administration, SDLC
Education
Warner University 2014 — 2016
Bachelor’s Degree, Education
Southeastern University 2004 — 2006
Bachelor’s Degree, Computer Science
Volunteer State Community College 2002 — 2004
Associate of Arts and Sciences (AAS), Information Technology
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial November 2011 - July 2014
Forbes Magazine September 2009 - November 2011
PayPal, Inc. July 2002 - March 2009
DTNergy November 1997 - July 2002
Skills
Compliance and..., Project Management, Outlook, Financial Risk, Risk Management, Training, PowerPoint, OSHA, Customer Experience, Microsoft Office 2007, Compliance, Administrative..., Microsoft Excel, Business Travel, Committed to..., Management, Data Analysis, Organizational..., Lotus Notes, Customer Service, Payments, OS X, Expense Management, Windows, Content Management, Research, Microsoft Word, Fraud, Analysis, Accounting, Call Centers, Salesforce.com, Customer Satisfaction, Analytics
Education
Southern New Hampshire University 2014 — 2016
MBA in Sustainability & Environmental Compliance, Sustainability Studies and Compliance, GPA 3.8
California State University, Bakersfield 2011 — 2013
Bachelor's degree, Environmental Resource Management, 3.6 GPA
John Hancock Life Insurance Company (U.S.A.) June 2006 - Present
LINCOLN FINANCIAL SECURITIES January 2000 - June 2006
CITISTREET / CITIGROUP October 1998 - January 2000
RAYMOND JAMES FINANCIAL January 1997 - October 1998
Education
Southern New Hampshire University
Master of Business Administration; Certificate, Marketing
Salem State University
Bachelor of Science, Business Administration; Marketing
Digital Hands September 2010 - Present
Karpman Capital Management December 2005 - July 2007
Raymond James Financial December 1999 - December 2005
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Finance, Marketing
UCLA 1978 — 1982
BA, Economics
Raymond James Financial April 2009 - Present
Solomon Smith Barney July 1985 - April 2009
Education
Thunderbird School of Global Management 1980 — 1982
Master's Degree, International Marketing
San Diego State University-California State University 1975 — 1977
Bachelor's Degree, Geography/History
Raymond James & Associates June 2002 - March 2012
Raymond James Financial June 2002 - March 2012
Raymond James Financial Inc. 2000 - 2012
Raymond James June 2006 - December 2010
Raymond James Financial January 2000 - January 2002
Action Fabrication and Truck Bodies January 1998 - January 2000
Education
St. Petersburg College