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
Employee
Years
Job
Industry
Michelle Erwin Michelle Erwin's Raymond James Financial Experience November 2010 - May 2012
Job Owner at Michelle Erwin, CPA
Industry Accounting
Experience
Michelle Erwin, CPA June 2012 - Present
Raymond James Financial November 2010 - May 2012
Ernst & Young January 2009 - November 2010
Ernst & Young January 2007 - March 2007
Skills
CPA, Auditing, Sarbanes-Oxley Act, SEC filings, Visio
Education
University of South Florida 2007 — 2008
MAcc, Accounting
University of South Florida 2003 — 2006
B.A., Accounting
Michelle Erwin, CPA June 2012 - Present
Raymond James Financial November 2010 - May 2012
Ernst & Young January 2009 - November 2010
Ernst & Young January 2007 - March 2007
Skills
CPA, Auditing, Sarbanes-Oxley Act, SEC filings, Visio
Education
University of South Florida 2007 — 2008
MAcc, Accounting
University of South Florida 2003 — 2006
B.A., Accounting
Joann Farrell Quinn Joann Farrell Quinn's Raymond James Financial Experience 2001 - 2001
Job Faculty member at USF Morsani College of Medicine SELECT Program
Industry Higher Education
Experience
University of South Florida Morsani College of Medicine August 2014 - Present
JFQ Consulting 2007 - Present
University of South Florida Muma College of Business August 2012 - Present
University of Tampa 2011 - Present
University of South Florida Polytechnic July 2010 - May 2012
Security Traders Association of Florida 2007 - 2009
Great Companies, LLC. 2002 - 2006
Raymond James Financial 2001 - 2001
Raymond James Financial 1999 - 2001
Raymond James Financial 1997 - 1999
Skills
Executive Coaching, Team Building, Leadership Development, Coaching, Organizational..., Emotional Intelligence, Organizational..., Research, Management Consulting, Teaching, Organizational Behavior, Management, Entrepreneurship, Leadership, Start-ups, Change Management, Organizational..., Program Development, Instructional Design, Employee Training, Career Development, E-Learning, Conflict Resolution, Mergers & Acquisitions, Workshop Facilitation, Talent Management, Succession Planning, Consulting, Higher Education, Training, Organizational Design, Public Speaking, Executive Development, Executive Management, Strategy, Staff Development, Program Management, Performance Management, Nonprofits, Strategic Planning, Adult Education, Analysis, Qualitative Research, Data Analysis, Interviews, University Teaching, Curriculum Design
Education
Case Western Reserve University - Weatherhead School of Management 2009 — 2013
PhD
Syracuse University - Martin J. Whitman School of Management
MBA
University of Rochester
BA
University of South Florida Morsani College of Medicine August 2014 - Present
JFQ Consulting 2007 - Present
University of South Florida Muma College of Business August 2012 - Present
University of Tampa 2011 - Present
University of South Florida Polytechnic July 2010 - May 2012
Security Traders Association of Florida 2007 - 2009
Great Companies, LLC. 2002 - 2006
Raymond James Financial 2001 - 2001
Raymond James Financial 1999 - 2001
Raymond James Financial 1997 - 1999
Skills
Executive Coaching, Team Building, Leadership Development, Coaching, Organizational..., Emotional Intelligence, Organizational..., Research, Management Consulting, Teaching, Organizational Behavior, Management, Entrepreneurship, Leadership, Start-ups, Change Management, Organizational..., Program Development, Instructional Design, Employee Training, Career Development, E-Learning, Conflict Resolution, Mergers & Acquisitions, Workshop Facilitation, Talent Management, Succession Planning, Consulting, Higher Education, Training, Organizational Design, Public Speaking, Executive Development, Executive Management, Strategy, Staff Development, Program Management, Performance Management, Nonprofits, Strategic Planning, Adult Education, Analysis, Qualitative Research, Data Analysis, Interviews, University Teaching, Curriculum Design
Education
Case Western Reserve University - Weatherhead School of Management 2009 — 2013
PhD
Syracuse University - Martin J. Whitman School of Management
MBA
University of Rochester
BA
Brian Batson, CFP® Brian Batson, CFP®'s Raymond James Financial Experience July 2008 - December 2012
Job Director of Technology, Private Client Group Investment Products at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. January 2013 - Present
Raymond James Financial July 2008 - December 2012
Raymond James Financial June 2007 - July 2008
Raymond James Financial June 2006 - June 2007
Skills
C#, SDLC, Visio, Java, SQL, VBA, Web Development, Business Analysis, Microsoft Office, Visual Studio, Project Management, HTML, Requirements Gathering, .NET, MS Project, C++, JavaScript, SAS, Networking, Android, User Experience, Linux, UML, Design Patterns, Arduino, Gantt, ActionScript, Database Design & Admin., Secure Coding, Adobe Creative Suite, Agile Development, Microsoft Project, Flash, Servlets, Tomcat, JSP, Google Maps, SQL Server Management..., Oracle PL/SQL..., Object-oriented Software, Excel models, Process Optimization, Simulations, Ubuntu, Wireshark, Snort, IPSec, DNSSEC, Mobile Product..., MapPoint
Education
Carnegie Mellon University 2011 — 2013
Master of Science, Technology, Highest Distinction
University of Florida 2002 — 2006
Bachelor of Science, Finance, Magna Cum Laude
Raymond James Financial Inc. January 2013 - Present
Raymond James Financial July 2008 - December 2012
Raymond James Financial June 2007 - July 2008
Raymond James Financial June 2006 - June 2007
Skills
C#, SDLC, Visio, Java, SQL, VBA, Web Development, Business Analysis, Microsoft Office, Visual Studio, Project Management, HTML, Requirements Gathering, .NET, MS Project, C++, JavaScript, SAS, Networking, Android, User Experience, Linux, UML, Design Patterns, Arduino, Gantt, ActionScript, Database Design & Admin., Secure Coding, Adobe Creative Suite, Agile Development, Microsoft Project, Flash, Servlets, Tomcat, JSP, Google Maps, SQL Server Management..., Oracle PL/SQL..., Object-oriented Software, Excel models, Process Optimization, Simulations, Ubuntu, Wireshark, Snort, IPSec, DNSSEC, Mobile Product..., MapPoint
Education
Carnegie Mellon University 2011 — 2013
Master of Science, Technology, Highest Distinction
University of Florida 2002 — 2006
Bachelor of Science, Finance, Magna Cum Laude
Matthew Waldman Matthew Waldman's Raymond James Financial Experience 1999 - 2004
Job VP, Division Sales Manager Financial Planners Division at Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
Ivy Funds Distributor, Inc. January 2013 - Present
Ivy Funds Distributor, Inc. January 2012 - December 2012
Ivy Funds Distributor, Inc. 2004 - January 2012
Raymond James Financial 1999 - 2004
Skills
Asset Allocation, Wealth Management, Asset Management, Retirement, Fixed Annuities, Investment Advisory, Portfolio Management, Securities, Strategic Financial..., Financial Services, Series 6, Investment Strategies, Series 24, Alternative Investments, Investments, Mutual Funds, Marketing, Account Management, Series 7, Sales Management, Series 63, Retirement Planning, 401k, Series 65, ETFs, Financial Advisory, Separately Managed..., Finance, Variable Annuities, Relationship Management, Investment Management, Equities, Fixed Income
Education
University of Missouri-Columbia 1994 — 1999
Ivy Funds Distributor, Inc. January 2013 - Present
Ivy Funds Distributor, Inc. January 2012 - December 2012
Ivy Funds Distributor, Inc. 2004 - January 2012
Raymond James Financial 1999 - 2004
Skills
Asset Allocation, Wealth Management, Asset Management, Retirement, Fixed Annuities, Investment Advisory, Portfolio Management, Securities, Strategic Financial..., Financial Services, Series 6, Investment Strategies, Series 24, Alternative Investments, Investments, Mutual Funds, Marketing, Account Management, Series 7, Sales Management, Series 63, Retirement Planning, 401k, Series 65, ETFs, Financial Advisory, Separately Managed..., Finance, Variable Annuities, Relationship Management, Investment Management, Equities, Fixed Income
Education
University of Missouri-Columbia 1994 — 1999
David Fink, CFA CFP(r) David Fink, CFA CFP(r)'s Raymond James Financial Experience 1993 - 1995
Job Regional Vice President at Halliday Financial
Industry Financial Services
Experience
Halliday Financial July 2015 - Present
Rogan & Associates July 2008 - July 2015
Sunstate Chemical LLC April 2007 - December 2010
Maverick Real Estate Partners January 2001 - December 2009
DF Advisors May 2007 - June 2008
Matador Capital Management July 1996 - April 2007
Raymond James & Associates July 1995 - July 1996
Raymond James Financial 1993 - 1995
Peterson Consulting July 1991 - July 1993
Skills
Insurance, Financial Planning, Estate Planning, Asset Management, Retirement, Investments, Strategic Planning, Retirement Planning, Public Speaking, Wealth Management, Portfolio Management, Compliance, Account Management, Risk Management, Due Diligence, Hedge Funds, Asset Allocation, Small Business, Long Term Care, Investment Advisory, Real Estate, Financial Analysis, Mutual Funds, Budgeting, Business Planning, Financial Modeling
Education
University of Florida - Warrington College of Business Administration 1989 — 1991
MBA, Finance
University of Florida 1986 — 1989
B.S., Mathematics
Palmetto 1982 — 1985
Halliday Financial July 2015 - Present
Rogan & Associates July 2008 - July 2015
Sunstate Chemical LLC April 2007 - December 2010
Maverick Real Estate Partners January 2001 - December 2009
DF Advisors May 2007 - June 2008
Matador Capital Management July 1996 - April 2007
Raymond James & Associates July 1995 - July 1996
Raymond James Financial 1993 - 1995
Peterson Consulting July 1991 - July 1993
Skills
Insurance, Financial Planning, Estate Planning, Asset Management, Retirement, Investments, Strategic Planning, Retirement Planning, Public Speaking, Wealth Management, Portfolio Management, Compliance, Account Management, Risk Management, Due Diligence, Hedge Funds, Asset Allocation, Small Business, Long Term Care, Investment Advisory, Real Estate, Financial Analysis, Mutual Funds, Budgeting, Business Planning, Financial Modeling
Education
University of Florida - Warrington College of Business Administration 1989 — 1991
MBA, Finance
University of Florida 1986 — 1989
B.S., Mathematics
Palmetto 1982 — 1985
Patrick Desmond's Raymond James Financial Experience June 2009 - August 2009
Job Private Wealth Hedge Fund Investments
Industry Investment Management
Experience
BNY Mellon March 2013 - Present
BNY Mellon September 2011 - March 2013
Automatic Quincy July 2010 - August 2011
Raymond James Financial June 2009 - August 2009
Skills
Financial Analysis, Bloomberg, Financial Modeling, Equities, Microsoft Excel, Valuation, Financial Reporting, Bloomberg Terminal, Investments, Fixed Income, Corporate Finance, Fund Accounting, Accounting, Securities, Investment Banking, Account Reconciliation, Due Diligence, Wealth Management, Financial Risk, Asset Management, Investment Management, Trading, Financial Markets, Asset Allocation, Risk Management, Hedge Funds, Alternative Investments, Options, ETFs, Investment Strategies, Financial Services
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Finance
BNY Mellon March 2013 - Present
BNY Mellon September 2011 - March 2013
Automatic Quincy July 2010 - August 2011
Raymond James Financial June 2009 - August 2009
Skills
Financial Analysis, Bloomberg, Financial Modeling, Equities, Microsoft Excel, Valuation, Financial Reporting, Bloomberg Terminal, Investments, Fixed Income, Corporate Finance, Fund Accounting, Accounting, Securities, Investment Banking, Account Reconciliation, Due Diligence, Wealth Management, Financial Risk, Asset Management, Investment Management, Trading, Financial Markets, Asset Allocation, Risk Management, Hedge Funds, Alternative Investments, Options, ETFs, Investment Strategies, Financial Services
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Finance
Ryan Stolz, CAIA Ryan Stolz, CAIA's Raymond James Financial Experience May 2011 - August 2011
Job Alternative Investments Analyst at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. January 2013 - Present
Raymond James Financial Inc. October 2012 - January 2013
Raymond James Financial May 2011 - August 2011
Raymond James Financial May 2010 - September 2010
Skills
Analysis, Financial Analysis, Financial Modeling, Finance, PowerPoint, Valuation, Microsoft Word, Microsoft Office, Alternative Investments, Long/Short Equity, Hedge Funds, Mutual Funds, Series 7
Education
University of Florida 2008 — 2012
Bachelor of Science, Finance
Raymond James Financial Inc. January 2013 - Present
Raymond James Financial Inc. October 2012 - January 2013
Raymond James Financial May 2011 - August 2011
Raymond James Financial May 2010 - September 2010
Skills
Analysis, Financial Analysis, Financial Modeling, Finance, PowerPoint, Valuation, Microsoft Word, Microsoft Office, Alternative Investments, Long/Short Equity, Hedge Funds, Mutual Funds, Series 7
Education
University of Florida 2008 — 2012
Bachelor of Science, Finance
Andrea Ehringer Andrea Ehringer's Raymond James Financial Experience 2006 - January 2011
Job Account Supervisor at Springbox
Industry Marketing and Advertising
Experience
Springbox January 2015 - Present
T3 August 2011 - January 2015
Y&R January 2011 - July 2011
Raymond James Financial 2006 - January 2011
Ad2 Tampa Bay July 2008 - June 2010
Ad2 Tampa Bay 2010 - 2010
Intelident Solutions 2004 - 2006
ChappellRoberts October 2004 - January 2005
Skills
Social Media Marketing, Advertising, Marketing Strategy, CRM, Integrated Marketing, Marketing, Management, Public Relations, Strategic Planning, Social Media, Digital Media
Education
University of Florida 2001 — 2004
Business of Science, Major in Journalism with a concentration in Photography, Minor in Business Administration
University of Central Florida 1999 — 2001
Associate of Arts Degree
Springbox January 2015 - Present
T3 August 2011 - January 2015
Y&R January 2011 - July 2011
Raymond James Financial 2006 - January 2011
Ad2 Tampa Bay July 2008 - June 2010
Ad2 Tampa Bay 2010 - 2010
Intelident Solutions 2004 - 2006
ChappellRoberts October 2004 - January 2005
Skills
Social Media Marketing, Advertising, Marketing Strategy, CRM, Integrated Marketing, Marketing, Management, Public Relations, Strategic Planning, Social Media, Digital Media
Education
University of Florida 2001 — 2004
Business of Science, Major in Journalism with a concentration in Photography, Minor in Business Administration
University of Central Florida 1999 — 2001
Associate of Arts Degree
Jemea N. Douglas Jemea N. Douglas's Raymond James Financial Experience May 2004 - June 2008
Job Senior Business Systems Analyst at Elavon/U.S. Bank
Industry Financial Services
Experience
Elavon July 2008 - Present
Raymond James Financial May 2004 - June 2008
Southwest Securities October 2000 - April 2004
Newbridge Information Services December 1997 - October 2000
H.D. Vest Financial Services December 1994 - December 1997
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Visio, Business Requirements, User Acceptance Testing, Process Improvement, Relationship Management, Banking, SDLC, Electronic Payments, Functional Requirements, Business Process Design, Analysis, Business Process, Vendor Management
Education
University of Florida 1988 — 1992
B.Sc., Economics
Elavon July 2008 - Present
Raymond James Financial May 2004 - June 2008
Southwest Securities October 2000 - April 2004
Newbridge Information Services December 1997 - October 2000
H.D. Vest Financial Services December 1994 - December 1997
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Visio, Business Requirements, User Acceptance Testing, Process Improvement, Relationship Management, Banking, SDLC, Electronic Payments, Functional Requirements, Business Process Design, Analysis, Business Process, Vendor Management
Education
University of Florida 1988 — 1992
B.Sc., Economics
Abigail Griffon Abigail Griffon's Raymond James Financial Experience July 2015 - Present
Job Student at University of Mississippi
Industry Real Estate
Experience
Raymond James Financial July 2015 - Present
Fidelis Realty Partners June 2014 - July 2014
Fidelis Realty Partners June 2013 - July 2013
Elizabeth Anthony/ Esther Wolf May 2011 - July 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Leadership, Event Planning, Teamwork, Communication, Managerial Finance, Marketing
Education
University of Mississippi 2011 — 2015
Bachelor of Business Administration (B.B.A.), Managerial Finance
Raymond James Financial July 2015 - Present
Fidelis Realty Partners June 2014 - July 2014
Fidelis Realty Partners June 2013 - July 2013
Elizabeth Anthony/ Esther Wolf May 2011 - July 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Leadership, Event Planning, Teamwork, Communication, Managerial Finance, Marketing
Education
University of Mississippi 2011 — 2015
Bachelor of Business Administration (B.B.A.), Managerial Finance
Brian Mirlenbrink Brian Mirlenbrink's Raymond James Financial Experience September 2007 - July 2012
Job IT Technical Lead @ Jabil
Industry Information Technology and Services
Experience
Jabil July 2012 - Present
Raymond James Financial September 2007 - July 2012
JPMorgan Chase July 2005 - September 2007
Accenture September 2003 - July 2005
Time Customer Service August 2002 - June 2003
University of South Florida January 2002 - May 2002
Skills
jQuery, SDLC, Web Development, SQL, Programming, Microsoft SQL Server, ASP.NET, T-SQL, Visio, C#, Requirements Analysis, SOA, Agile Methodologies, AJAX, SharePoint, SSIS, Systems Analysis, SSRS, Business Analysis, IBM BPM, Requirements Gathering, Database Design, Data Modeling, Databases, XML, IIS, VB.NET, Visual Studio, HP Exstream, ASP.NET MVC
Education
University of South Florida - College of Business Administration 2005 — 2007
Master of Science, Management Information Systems
University of South Florida - College of Business Administration 2001 — 2003
Bachelor of Science, Management Information Systems
Jabil July 2012 - Present
Raymond James Financial September 2007 - July 2012
JPMorgan Chase July 2005 - September 2007
Accenture September 2003 - July 2005
Time Customer Service August 2002 - June 2003
University of South Florida January 2002 - May 2002
Skills
jQuery, SDLC, Web Development, SQL, Programming, Microsoft SQL Server, ASP.NET, T-SQL, Visio, C#, Requirements Analysis, SOA, Agile Methodologies, AJAX, SharePoint, SSIS, Systems Analysis, SSRS, Business Analysis, IBM BPM, Requirements Gathering, Database Design, Data Modeling, Databases, XML, IIS, VB.NET, Visual Studio, HP Exstream, ASP.NET MVC
Education
University of South Florida - College of Business Administration 2005 — 2007
Master of Science, Management Information Systems
University of South Florida - College of Business Administration 2001 — 2003
Bachelor of Science, Management Information Systems
Roderick Nussey CCNA R/S, CCNA Sec, CompTIA Security+'s Raymond James Financial Experience January 2003 - September 2003
Job Network Engineer at Xerox
Industry Computer Networking
Experience
Xerox June 2015 - Present
Xerox March 2014 - June 2015
Xerox Cor March 2014 - December 2014
Marriott International February 2013 - November 2013
CNSI October 2012 - February 2013
University of South Florida 2008 - October 2012
University of South Florida September 2003 - October 2012
Raymond James Financial January 2003 - September 2003
University of South Florida January 2001 - September 2003
Skills
Cisco Technologies, Network Administration, VPN, Firewalls, Networking, TCP/IP, Cisco IOS, Network Security, Troubleshooting, Routers, CCNA, Security, Active Directory, DNS, Routing, Cisco Wireless, Windows Server, Switches, Network Engineering, Customer Service, DHCP, Network Design, VoIP, Software Installation, Servers, WAN, Cisco Routers, Disaster Recovery, Operating Systems, Technical Support, System Administration, Wireless Networking, Software Documentation, Cisco Catalyst Switches, Cisco, Cisco Nexus, Hardware, Integration, OSPF, ASA, Load Balancing, EIGRP, BGP, QoS, IPSec, ITIL v3 Foundations..., LAN-WAN
Education
Pearson Vue 2014 — 2018
CCNA Security - #CSCO12045611, Network Security, 969 out of 1000
Pearson Vue 2013 — 2018
CCNA - #CSCO12045611, Routing & Switching, Score: 920 out of 1000
Pearson Vue 2013 — 2018
CompTIA Security+ #YWLBJ4GD9G4QKZX7, Information Technology Security, 825 out of 900 (92%)
AXELOS 2015 — 2015
ITILv3 Foundations IT Service Management - 1002659135, IT Service Management
Pearson Vue 2015 — 2015
640-722 - CCNA Wireless (Currently Enrolled), Designing, implementing, maintaining or operating Cisco wireless network installations, Currently Enrolled
University of South Florida 2000 — 2003
Bachelor of Science (BS), Management Information Systems
University of South Florida - College of Business Administration 2000 — 2003
Bachelor of Science (B.S.), Management Information Systems, 4.0
Xerox June 2015 - Present
Xerox March 2014 - June 2015
Xerox Cor March 2014 - December 2014
Marriott International February 2013 - November 2013
CNSI October 2012 - February 2013
University of South Florida 2008 - October 2012
University of South Florida September 2003 - October 2012
Raymond James Financial January 2003 - September 2003
University of South Florida January 2001 - September 2003
Skills
Cisco Technologies, Network Administration, VPN, Firewalls, Networking, TCP/IP, Cisco IOS, Network Security, Troubleshooting, Routers, CCNA, Security, Active Directory, DNS, Routing, Cisco Wireless, Windows Server, Switches, Network Engineering, Customer Service, DHCP, Network Design, VoIP, Software Installation, Servers, WAN, Cisco Routers, Disaster Recovery, Operating Systems, Technical Support, System Administration, Wireless Networking, Software Documentation, Cisco Catalyst Switches, Cisco, Cisco Nexus, Hardware, Integration, OSPF, ASA, Load Balancing, EIGRP, BGP, QoS, IPSec, ITIL v3 Foundations..., LAN-WAN
Education
Pearson Vue 2014 — 2018
CCNA Security - #CSCO12045611, Network Security, 969 out of 1000
Pearson Vue 2013 — 2018
CCNA - #CSCO12045611, Routing & Switching, Score: 920 out of 1000
Pearson Vue 2013 — 2018
CompTIA Security+ #YWLBJ4GD9G4QKZX7, Information Technology Security, 825 out of 900 (92%)
AXELOS 2015 — 2015
ITILv3 Foundations IT Service Management - 1002659135, IT Service Management
Pearson Vue 2015 — 2015
640-722 - CCNA Wireless (Currently Enrolled), Designing, implementing, maintaining or operating Cisco wireless network installations, Currently Enrolled
University of South Florida 2000 — 2003
Bachelor of Science (BS), Management Information Systems
University of South Florida - College of Business Administration 2000 — 2003
Bachelor of Science (B.S.), Management Information Systems, 4.0
Natara Beaurem Natara Beaurem's Raymond James Financial Experience August 2005 - March 2007
Job Payroll Specialist at Ultimate Software
Industry Financial Services
Experience
Ultimate Software August 2014 - Present
ADP October 2012 - August 2014
E*TRADE Financial July 2011 - March 2012
TASQ Technology August 2010 - March 2011
The Bank of New York Mellon March 2007 - November 2010
Raymond James Financial August 2005 - March 2007
Skills
Project Management, Microsoft Office, Equity Research, Salesforce.com, Oracle Discoverer, Oracle Applications, Crystal Reports, Harmonized Tariff..., Commodity Pricing, ADP Payroll, Access, Payroll, Human Resources, Options, Relationship Management, Microsoft Excel, Business Analysis, Sales, Databases, Finance, Management, Securities, Analysis, Visio, Employee Benefits, Series 63, Equities, Testing, Account Reconciliation, Banking, Process Improvement, Professional Services, Software Documentation, Mutual Funds, Team Building, Cross-functional Team..., Quality Assurance, Data Analysis, Financial Services, Program Management, Customer Satisfaction, PeopleSoft, Troubleshooting
Education
University of Phoenix 2008 — 2012
Bachelor of Applied Science (BASc), Finance
Ultimate Software August 2014 - Present
ADP October 2012 - August 2014
E*TRADE Financial July 2011 - March 2012
TASQ Technology August 2010 - March 2011
The Bank of New York Mellon March 2007 - November 2010
Raymond James Financial August 2005 - March 2007
Skills
Project Management, Microsoft Office, Equity Research, Salesforce.com, Oracle Discoverer, Oracle Applications, Crystal Reports, Harmonized Tariff..., Commodity Pricing, ADP Payroll, Access, Payroll, Human Resources, Options, Relationship Management, Microsoft Excel, Business Analysis, Sales, Databases, Finance, Management, Securities, Analysis, Visio, Employee Benefits, Series 63, Equities, Testing, Account Reconciliation, Banking, Process Improvement, Professional Services, Software Documentation, Mutual Funds, Team Building, Cross-functional Team..., Quality Assurance, Data Analysis, Financial Services, Program Management, Customer Satisfaction, PeopleSoft, Troubleshooting
Education
University of Phoenix 2008 — 2012
Bachelor of Applied Science (BASc), Finance
Pamela Wisniewski Pamela Wisniewski's Raymond James Financial Experience 2004 - 2004
Job Assistant Professor at the University of Central Florida
Industry Research
Experience
Penn State University January 2013 - Present
University of South Alabama June 2012 - November 2012
UNC Charlotte August 2005 - June 2012
ITT-Tech January 2010 - June 2010
TIAA-CREF May 2007 - June 2008
Lash Group March 2005 - 2007
Raymond James Financial 2004 - 2004
William R. Hough & Company 2003 - 2004
Wellness Enterprises January 2002 - January 2003
Home Depot 2002 - 2002
Skills
SQL, Technical Writing, Data Analysis, Project Management, Visio, Access, SDLC, SharePoint, Microsoft SQL Server, VB.NET, HTML, Databases, Business Analysis, Business Intelligence, Visual Basic, Web Development, JavaScript, Java, Visual Studio, CSS, .NET, C++, Software Documentation, C#, XHTML, ASP.NET, XML, Software Development
Education
University of North Carolina at Charlotte 2005 — 2011
Doctor of Philosophy (PhD)
University of Florida 2001 — 2002
Master
University of Florida 1998 — 2001
Bachelors
Pinellas Park High School 1996 — 1998
High School Diploma
Penn State University January 2013 - Present
University of South Alabama June 2012 - November 2012
UNC Charlotte August 2005 - June 2012
ITT-Tech January 2010 - June 2010
TIAA-CREF May 2007 - June 2008
Lash Group March 2005 - 2007
Raymond James Financial 2004 - 2004
William R. Hough & Company 2003 - 2004
Wellness Enterprises January 2002 - January 2003
Home Depot 2002 - 2002
Skills
SQL, Technical Writing, Data Analysis, Project Management, Visio, Access, SDLC, SharePoint, Microsoft SQL Server, VB.NET, HTML, Databases, Business Analysis, Business Intelligence, Visual Basic, Web Development, JavaScript, Java, Visual Studio, CSS, .NET, C++, Software Documentation, C#, XHTML, ASP.NET, XML, Software Development
Education
University of North Carolina at Charlotte 2005 — 2011
Doctor of Philosophy (PhD)
University of Florida 2001 — 2002
Master
University of Florida 1998 — 2001
Bachelors
Pinellas Park High School 1996 — 1998
High School Diploma
Chris Huber's Raymond James Financial Experience November 2002 - February 2006
Job Director of Business Development for EPS Settlements Group
Industry Insurance
Experience
EPS Settlements Group April 2014 - Present
Willis June 2012 - April 2014
Harden February 2008 - May 2012
Jack Rice Insurance June 2006 - February 2008
Raymond James Financial November 2002 - February 2006
Skills
Client Education, Negotiation, Risk Analysis, Insurance, Health, Property & Casualty..., Employee Benefits, Commercial Insurance
Education
University of Florida - Warrington College of Business Administration 1999 — 2002
BSBA, Economics
EPS Settlements Group April 2014 - Present
Willis June 2012 - April 2014
Harden February 2008 - May 2012
Jack Rice Insurance June 2006 - February 2008
Raymond James Financial November 2002 - February 2006
Skills
Client Education, Negotiation, Risk Analysis, Insurance, Health, Property & Casualty..., Employee Benefits, Commercial Insurance
Education
University of Florida - Warrington College of Business Administration 1999 — 2002
BSBA, Economics
Henry Kremer Henry Kremer's Raymond James Financial Experience July 1993 - June 2001
Job Considering next career opportunity
Industry Think Tanks
Experience
Raymond James Trust, N.A July 2012 - September 2013
Raymond James Trust, N.A. July 2001 - July 2012
Raymond James Financial July 1993 - June 2001
Allstate Insurance June 1985 - June 1993
Skills
Asset Allocation, Investment Strategies, Charitable Giving, Alternative Investments, Retirement Planning
Education
University of Florida 1980 — 1984
BS in BA, Finance, Business, Financial Markets
Raymond James Trust, N.A July 2012 - September 2013
Raymond James Trust, N.A. July 2001 - July 2012
Raymond James Financial July 1993 - June 2001
Allstate Insurance June 1985 - June 1993
Skills
Asset Allocation, Investment Strategies, Charitable Giving, Alternative Investments, Retirement Planning
Education
University of Florida 1980 — 1984
BS in BA, Finance, Business, Financial Markets
Cathy Bosek's Raymond James Financial Experience 1987 - 1989
Job Office Manager at Package Material Sales, Inc.
Industry Packaging and Containers
Experience
Package Material Sales, Inc. August 1989 - Present
Raymond James Financial 1987 - 1989
Skills
EHR, Training, Team Leadership, Teaching, Customer Service, Microsoft Word, Accounts Receivable, Project Planning, Microsoft Office, Microsoft Excel, Management, Direct Sales, Research, Social Media Marketing, Sales Management, Accounts Payable, Coaching, Leadership, Operations Management, PowerPoint, Sales, Strategic Planning, Team Building
Education
University of South Florida 1985 — 1989
English Lit, English, Criminal Justice
University of South Florida
Bachelor's degree, English Language and Literature/Letters
Package Material Sales, Inc. August 1989 - Present
Raymond James Financial 1987 - 1989
Skills
EHR, Training, Team Leadership, Teaching, Customer Service, Microsoft Word, Accounts Receivable, Project Planning, Microsoft Office, Microsoft Excel, Management, Direct Sales, Research, Social Media Marketing, Sales Management, Accounts Payable, Coaching, Leadership, Operations Management, PowerPoint, Sales, Strategic Planning, Team Building
Education
University of South Florida 1985 — 1989
English Lit, English, Criminal Justice
University of South Florida
Bachelor's degree, English Language and Literature/Letters
Von Taylor III Von Taylor III's Raymond James Financial Experience May 2006 - January 2013
Job Technology Service Technician I at Ricoh Americas Corporation
Industry Information Technology and Services
Experience
Ricoh Americas Corporation March 2015 - Present
Office Depot December 1998 - Present
Ricoh Americas Corporation December 2014 - March 2015
Raymond James Financial May 2006 - January 2013
Office Depot August 2005 - May 2006
Office Depot January 1999 - May 1999
Skills
Mutual Funds, Investments, Equities, Business Planning, Asset Management, Relationship Management, Financial Research, Customer Service, Sales, Digital Printing, Copying, Typesetting, Scanners, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Access, FrontPage, Web Services, HTML, Graphics, Outlook, Adobe Acrobat, Photoshop, Office Administration, 10 Key, Economics, Organization, Volunteer Management, Volunteer Recruiting, Volunteer Training, Non-profit Volunteer, Youth Development, Youth Mentoring, Fundraising, Team Building, Microsoft Office, Investment Strategies, Training, Salesforce.com, Due Diligence, Leadership, Management, Public Speaking, Process Improvement, Marketing
Education
University of South Florida - College of Business Administration 2001 — 2007
Bachelor of Science, Finance & Business Economics
Ricoh Americas Corporation March 2015 - Present
Office Depot December 1998 - Present
Ricoh Americas Corporation December 2014 - March 2015
Raymond James Financial May 2006 - January 2013
Office Depot August 2005 - May 2006
Office Depot January 1999 - May 1999
Skills
Mutual Funds, Investments, Equities, Business Planning, Asset Management, Relationship Management, Financial Research, Customer Service, Sales, Digital Printing, Copying, Typesetting, Scanners, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Access, FrontPage, Web Services, HTML, Graphics, Outlook, Adobe Acrobat, Photoshop, Office Administration, 10 Key, Economics, Organization, Volunteer Management, Volunteer Recruiting, Volunteer Training, Non-profit Volunteer, Youth Development, Youth Mentoring, Fundraising, Team Building, Microsoft Office, Investment Strategies, Training, Salesforce.com, Due Diligence, Leadership, Management, Public Speaking, Process Improvement, Marketing
Education
University of South Florida - College of Business Administration 2001 — 2007
Bachelor of Science, Finance & Business Economics
Drew Hendry Drew Hendry's Raymond James Financial Experience September 2005 - August 2009
Job Senior Financial Specialist at Costa Farms
Industry Farming
Experience
Costa Farms March 2013 - Present
Burger King Corporation January 2013 - April 2013
Burger King Corporation July 2011 - December 2012
Hough Graduate School of Business, University of Florida August 2009 - May 2011
Raymond James & Associates, Inc June 2010 - August 2010
Raymond James Financial September 2005 - August 2009
Skills
Financial Modeling, Financial Analysis, Investments, Analysis, Data Analysis, Project Management, Valuation, Microsoft Excel, Finance, Bloomberg, Microsoft Office, Asset Managment, Strategic Financial..., Corporate Finance, Portfolio Management, Business Development, Capital Markets, Real Estate, Financial Statement..., Equities
Education
University of Florida - Hough Graduate School of Business 2009 — 2011
MBA, Finance
University of Florida - Warrington College of Business Administration 2001 — 2005
Bachelor of Arts, Business Administration
Costa Farms March 2013 - Present
Burger King Corporation January 2013 - April 2013
Burger King Corporation July 2011 - December 2012
Hough Graduate School of Business, University of Florida August 2009 - May 2011
Raymond James & Associates, Inc June 2010 - August 2010
Raymond James Financial September 2005 - August 2009
Skills
Financial Modeling, Financial Analysis, Investments, Analysis, Data Analysis, Project Management, Valuation, Microsoft Excel, Finance, Bloomberg, Microsoft Office, Asset Managment, Strategic Financial..., Corporate Finance, Portfolio Management, Business Development, Capital Markets, Real Estate, Financial Statement..., Equities
Education
University of Florida - Hough Graduate School of Business 2009 — 2011
MBA, Finance
University of Florida - Warrington College of Business Administration 2001 — 2005
Bachelor of Arts, Business Administration
David Milcetich David Milcetich's Raymond James Financial Experience September 2011 - Present
Job Configuration Manager at Raymond James Financial
Industry Information Technology and Services
Experience
Raymond James Financial September 2011 - Present
The Nielsen Company April 2011 - September 2011
Tata Consultancy Services (Nielsen Engagement) January 2008 - April 2011
The Nielsen Company March 2003 - December 2007
Freedom Scientific September 2002 - March 2003
Sun Microsystems July 1999 - September 2002
Skills
IT Service Management, ITIL, Team Leadership, CMDB, IT Asset Management, Product Lifecycle..., Troubleshooting, Configuration Management, Data Center, IT Management, Databases, Team Management, Requirements Analysis, SharePoint, Servers, Hardware, Testing, Software Documentation, SDLC, Enterprise Architecture
Education
University of Florida 1996 — 1999
BSBA, Decision Information Science
Raymond James Financial September 2011 - Present
The Nielsen Company April 2011 - September 2011
Tata Consultancy Services (Nielsen Engagement) January 2008 - April 2011
The Nielsen Company March 2003 - December 2007
Freedom Scientific September 2002 - March 2003
Sun Microsystems July 1999 - September 2002
Skills
IT Service Management, ITIL, Team Leadership, CMDB, IT Asset Management, Product Lifecycle..., Troubleshooting, Configuration Management, Data Center, IT Management, Databases, Team Management, Requirements Analysis, SharePoint, Servers, Hardware, Testing, Software Documentation, SDLC, Enterprise Architecture
Education
University of Florida 1996 — 1999
BSBA, Decision Information Science
Bryce Brown Bryce Brown's Raymond James Financial Experience May 2010 - February 2012
Job Mobile Developer II at Bloomin' Brands, Inc.
Industry Computer Software
Experience
Bloomin' Brands, Inc. July 2015 - Present
AutoLoop January 2014 - July 2015
LabTech Software January 2012 - January 2014
Raymond James Financial May 2010 - February 2012
Skills
Android, Mobile Applications, MySQL, Java, JavaScript, SQL, ASP.NET, REST, Web Services, CSS, Git, MVC, JSON, PHP, VB.NET, OOP, C#, Troubleshooting, Python, Linux, jQuery, Databases, Django, Facebook API, Dart, TFS, iOS Development
Education
University of South Florida 2010 — 2012
Bachelor, Business Management
University of Central Florida 2008 — 2010
Business Major
Bloomin' Brands, Inc. July 2015 - Present
AutoLoop January 2014 - July 2015
LabTech Software January 2012 - January 2014
Raymond James Financial May 2010 - February 2012
Skills
Android, Mobile Applications, MySQL, Java, JavaScript, SQL, ASP.NET, REST, Web Services, CSS, Git, MVC, JSON, PHP, VB.NET, OOP, C#, Troubleshooting, Python, Linux, jQuery, Databases, Django, Facebook API, Dart, TFS, iOS Development
Education
University of South Florida 2010 — 2012
Bachelor, Business Management
University of Central Florida 2008 — 2010
Business Major
James Harkins James Harkins's Raymond James Financial Experience December 2010 - December 2010
Job Business Process Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase March 2012 - January 2015
SAIC June 2011 - February 2012
JP Morgan Chase December 2009 - February 2012
Raymond James Financial December 2010 - December 2010
Skills
Economics, Financial Markets, Risk Management, Portfolio Management, Banking
Education
University of Central Florida - College of Business Administration 2007 — 2011
BSBA, Financial Economics
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase March 2012 - January 2015
SAIC June 2011 - February 2012
JP Morgan Chase December 2009 - February 2012
Raymond James Financial December 2010 - December 2010
Skills
Economics, Financial Markets, Risk Management, Portfolio Management, Banking
Education
University of Central Florida - College of Business Administration 2007 — 2011
BSBA, Financial Economics
Barry Feller's Raymond James Financial Experience January 2005 - April 2006
Job Operations Consultant at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc December 2010 - Present
Raymond James and Associates, Inc. April 2006 - March 2011
Raymond James Financial January 2005 - April 2006
Raymond James April 1999 - January 2005
Skills
Operations Management, Process Improvement, Strategic Planning, Product Management, Analysis, Securities, Risk Management, Process Engineering, Business Analysis, Change Management, Management, Program Management, Business Process..., Business Development, Financial Services, Project Management
Education
University of Florida - Warrington College of Business Administration 1992 — 1995
Bachelor of Science, Marketing; Minor - Economics; Minor - Spatial Geography
Raymond James & Associates, Inc December 2010 - Present
Raymond James and Associates, Inc. April 2006 - March 2011
Raymond James Financial January 2005 - April 2006
Raymond James April 1999 - January 2005
Skills
Operations Management, Process Improvement, Strategic Planning, Product Management, Analysis, Securities, Risk Management, Process Engineering, Business Analysis, Change Management, Management, Program Management, Business Process..., Business Development, Financial Services, Project Management
Education
University of Florida - Warrington College of Business Administration 1992 — 1995
Bachelor of Science, Marketing; Minor - Economics; Minor - Spatial Geography
Igor Krupitsky's Raymond James Financial Experience 2002 - 2005
Job Sr. Consultant at XMLA Consulting Inc.
Industry Computer Software
Experience
XMLA Consulting Inc. August 2003 - Present
MetLife 2006 - 2007
Lone Star Steel 2006 - 2007
SOE Software 2005 - 2005
Raymond James Financial 2002 - 2005
Digital Fusion January 2000 - April 2003
PMSC March 1998 - January 2000
Skills
Analysis Services, Data Warehousing, Microsoft SQL Server, SSRS, SSIS, ETL, Database Design, Business Intelligence, Data Warehouse..., Data Modeling, OLAP, .NET, Data Integration, Business Intelligence..., Data Marts, Enterprise Architecture, T-SQL, Dimensional Modeling, Dashboard, Master Data Management, Business Objects, Data Architecture, Cognos, Requirements Gathering, Erwin, PL/SQL, Crystal Reports, Informatica, Microstrategy, Solution Architecture
Education
University of South Florida 2003 — 2005
Master's, Information Management Systems
University of South Carolina-Columbia 1992 — 1996
BS, Finance
XMLA Consulting Inc. August 2003 - Present
MetLife 2006 - 2007
Lone Star Steel 2006 - 2007
SOE Software 2005 - 2005
Raymond James Financial 2002 - 2005
Digital Fusion January 2000 - April 2003
PMSC March 1998 - January 2000
Skills
Analysis Services, Data Warehousing, Microsoft SQL Server, SSRS, SSIS, ETL, Database Design, Business Intelligence, Data Warehouse..., Data Modeling, OLAP, .NET, Data Integration, Business Intelligence..., Data Marts, Enterprise Architecture, T-SQL, Dimensional Modeling, Dashboard, Master Data Management, Business Objects, Data Architecture, Cognos, Requirements Gathering, Erwin, PL/SQL, Crystal Reports, Informatica, Microstrategy, Solution Architecture
Education
University of South Florida 2003 — 2005
Master's, Information Management Systems
University of South Carolina-Columbia 1992 — 1996
BS, Finance
David Wiedinmyer David Wiedinmyer's Raymond James Financial Experience April 1998 - July 2004
Job VP of Product Management at Clean Energy Collective
Industry Renewables & Environment
Experience
Clean Energy Collective December 2014 - Present
Clean Energy Collective December 2012 - November 2014
Clean Energy Collective June 2010 - November 2012
Aspen Youth Experience August 2006 - December 2009
Aspen Youth Experience January 2005 - July 2006
Raymond James Financial April 1998 - July 2004
Education
University of Delaware 1993 — 1997
Westtown Friends School 1987 — 1993
Clean Energy Collective December 2014 - Present
Clean Energy Collective December 2012 - November 2014
Clean Energy Collective June 2010 - November 2012
Aspen Youth Experience August 2006 - December 2009
Aspen Youth Experience January 2005 - July 2006
Raymond James Financial April 1998 - July 2004
Education
University of Delaware 1993 — 1997
Westtown Friends School 1987 — 1993
Edin Smajlovic Edin Smajlovic's Raymond James Financial Experience August 2006 - August 2007
Job HR Information System Consultant at NCR Corporation
Industry Information Technology and Services
Experience
NCR Corp January 2010 - Present
State Accounting Office (SAO) November 2007 - January 2010
Raymond James Financial August 2006 - August 2007
Supply Admin August 2003 - May 2004
Skills
PeopleSoft Admin, Payroll for North..., Business Objects, PeopleTools, Taleo RMS, Taleo Compensation, Enterprise Data...
Education
University of South Florida 2005 — 2007
BS, Managment Information Systems
UNIVERSITY OF SOUTH FLORIDA - College of Business
BS, Management Information Technology
NCR Corp January 2010 - Present
State Accounting Office (SAO) November 2007 - January 2010
Raymond James Financial August 2006 - August 2007
Supply Admin August 2003 - May 2004
Skills
PeopleSoft Admin, Payroll for North..., Business Objects, PeopleTools, Taleo RMS, Taleo Compensation, Enterprise Data...
Education
University of South Florida 2005 — 2007
BS, Managment Information Systems
UNIVERSITY OF SOUTH FLORIDA - College of Business
BS, Management Information Technology
Carl Davis, AIF® Carl Davis, AIF®'s Raymond James Financial Experience May 2000 - September 2009
Job Wealth Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2012 - Present
Morgan Keegan September 2009 - April 2012
Raymond James Financial May 2000 - September 2009
Skills
ETFs, Mutual Funds, Investment Strategies, Closed-end Funds, Due Diligence, Alternative Investments, Equities, Investments, Asset Allocation, Asset Management, Wealth Management, Securities, Fixed Income, Stock Market Analysis, Portfolio Management, Data Analysis, Financial Statement..., Wealth Management..., Bloomberg
Education
University of South Florida 2005 — 2007
BS, Accounting
University of South Florida 2000 — 2003
BS, Finance
CFA Institute
2016 Level III Candidate in the CFA Program
BNY Mellon July 2012 - Present
Morgan Keegan September 2009 - April 2012
Raymond James Financial May 2000 - September 2009
Skills
ETFs, Mutual Funds, Investment Strategies, Closed-end Funds, Due Diligence, Alternative Investments, Equities, Investments, Asset Allocation, Asset Management, Wealth Management, Securities, Fixed Income, Stock Market Analysis, Portfolio Management, Data Analysis, Financial Statement..., Wealth Management..., Bloomberg
Education
University of South Florida 2005 — 2007
BS, Accounting
University of South Florida 2000 — 2003
BS, Finance
CFA Institute
2016 Level III Candidate in the CFA Program
Dialee Moore Dialee Moore's Raymond James Financial Experience January 2000 - September 2003
Job Account Executive at Fiserv
Industry Financial Services
Experience
Fiserv EFT July 2012 - Present
Vantiv January 2012 - July 2012
Vantiv September 2007 - January 2012
Fifth Third Processing Solutions September 2003 - August 2007
RAYMOND JAMES FINANCIAL January 2000 - September 2003
Skills
Management, Business Analysis, Financial Institutions, Software Documentation, Relationship Management, Quality Assurance, Payment Card Processing, Banking, Analysis, Networking, Project Management, Financial Services
Education
University of South Florida 2002 — 2004
Bachelor of Science, Management Information Systems (MIS)
Fiserv EFT July 2012 - Present
Vantiv January 2012 - July 2012
Vantiv September 2007 - January 2012
Fifth Third Processing Solutions September 2003 - August 2007
RAYMOND JAMES FINANCIAL January 2000 - September 2003
Skills
Management, Business Analysis, Financial Institutions, Software Documentation, Relationship Management, Quality Assurance, Payment Card Processing, Banking, Analysis, Networking, Project Management, Financial Services
Education
University of South Florida 2002 — 2004
Bachelor of Science, Management Information Systems (MIS)
Scott Ames's Raymond James Financial Experience July 2009 - June 2011
Job Senior Associate at Blue Sea Capital LLC
Industry Venture Capital & Private Equity
Experience
Blue Sea Capital LLC June 2015 - Present
Curbside Care January 2014 - May 2015
Trivest Partners August 2011 - May 2013
Raymond James Financial July 2009 - June 2011
A+ Tutors January 2003 - May 2009
Morgan Joseph January 2008 - December 2008
Goldman Sachs May 2008 - August 2008
Skills
Strategy, Mergers & Acquisitions, Private Equity, Entrepreneurship, Investment Banking, Investments, Portfolio Management, Finance, Leadership, Hedge Funds, Alternative Investments, Analysis, Management, Valuation, Financial Modeling, Corporate Finance, Venture Capital, Due Diligence, Financial Analysis, Corporate Development
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Miami - School of Business 2005 — 2009
Bachelor of Science Honors, Finance and Biology
Blue Sea Capital LLC June 2015 - Present
Curbside Care January 2014 - May 2015
Trivest Partners August 2011 - May 2013
Raymond James Financial July 2009 - June 2011
A+ Tutors January 2003 - May 2009
Morgan Joseph January 2008 - December 2008
Goldman Sachs May 2008 - August 2008
Skills
Strategy, Mergers & Acquisitions, Private Equity, Entrepreneurship, Investment Banking, Investments, Portfolio Management, Finance, Leadership, Hedge Funds, Alternative Investments, Analysis, Management, Valuation, Financial Modeling, Corporate Finance, Venture Capital, Due Diligence, Financial Analysis, Corporate Development
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Miami - School of Business 2005 — 2009
Bachelor of Science Honors, Finance and Biology
Ana Carter's Raymond James Financial Experience June 2001 - January 2007
Job Chief Financial Officer, FinOp at Financial Services Firm
Industry Financial Services
Experience
Financial Services Firm August 2010 - Present
JHS Capital Advisors, Inc. March 2010 - August 2010
GunnAllen Financial January 2008 - February 2010
GunnAllen Financial January 2007 - December 2007
Raymond James Financial June 2001 - January 2007
Skills
Series 7, Accounting, Management, Financial Analysis, Finance, Financial Services, Leadership
Education
University of South Florida 2000 — 2006
Finance & Accounting, Finance
Financial Services Firm August 2010 - Present
JHS Capital Advisors, Inc. March 2010 - August 2010
GunnAllen Financial January 2008 - February 2010
GunnAllen Financial January 2007 - December 2007
Raymond James Financial June 2001 - January 2007
Skills
Series 7, Accounting, Management, Financial Analysis, Finance, Financial Services, Leadership
Education
University of South Florida 2000 — 2006
Finance & Accounting, Finance
Paul Marrero Paul Marrero's Raymond James Financial Experience September 2000 - January 2005
Job President, CAASPRE Consulting, LLC
Industry Information Technology and Services
Experience
CAASPRE Consulting, LLC September 2000 - Present
Raymond James Financial September 2000 - January 2005
DATIS Payroll Processing 2005 - 2005
Ideal Consulting September 1994 - September 2000
HSN January 1990 - September 1994
Time Customer Service December 1988 - February 1990
HSN July 1986 - December 1988
Skills
Software Development, Custom Software..., Process Excellence, BPM Vendor, Business Intelligence, Analyst, Microsoft SQL Server, .NET, Project Management, ASP.NET, Web Services, Visual Basic, Business Strategy, Customer Experience, Technology Planning, Business Analysis, Business Process..., Business Process, SharePoint, SDLC, Abra, Vendors, Strategic Partnerships, Databases, Management, Analysis, Software Documentation, Leadership, Professional Services, Competitive Analysis, Consulting, SaaS, Business Process Design, Executive Management, Business Process..., Cloud Computing, IT Strategy, Data Center, Enterprise Architecture, CRM, IT Management, Software Project..., Integration, Enterprise Content..., Agile Project Management, Strategy, Project Planning, Enterprise Software, Process Improvement, Project Portfolio...
Education
University of South Florida 1982 — 1985
Bachelors
Florida Keys Community College 1980 — 1982
CAASPRE Consulting, LLC September 2000 - Present
Raymond James Financial September 2000 - January 2005
DATIS Payroll Processing 2005 - 2005
Ideal Consulting September 1994 - September 2000
HSN January 1990 - September 1994
Time Customer Service December 1988 - February 1990
HSN July 1986 - December 1988
Skills
Software Development, Custom Software..., Process Excellence, BPM Vendor, Business Intelligence, Analyst, Microsoft SQL Server, .NET, Project Management, ASP.NET, Web Services, Visual Basic, Business Strategy, Customer Experience, Technology Planning, Business Analysis, Business Process..., Business Process, SharePoint, SDLC, Abra, Vendors, Strategic Partnerships, Databases, Management, Analysis, Software Documentation, Leadership, Professional Services, Competitive Analysis, Consulting, SaaS, Business Process Design, Executive Management, Business Process..., Cloud Computing, IT Strategy, Data Center, Enterprise Architecture, CRM, IT Management, Software Project..., Integration, Enterprise Content..., Agile Project Management, Strategy, Project Planning, Enterprise Software, Process Improvement, Project Portfolio...
Education
University of South Florida 1982 — 1985
Bachelors
Florida Keys Community College 1980 — 1982
Paul Kitzinger Paul Kitzinger's Raymond James Financial Experience 1987 - 1996
Job Enjoying life to the max.
Industry Financial Services
Experience
Now Retired February 2009 - Present
RBC Capital Markets 2001 - 2009
American Realty Advisors 1999 - 2001
Hart Advisers 1996 - 1999
Raymond James Financial 1987 - 1996
Turner Development Corp (Sub of Turner Construction Co). 1981 - 1987
Key Coastal Realty 1981 - 1983
Real Estate Brokerage 1975 - 1982
Walt Disney Company 1972 - 1975
Education
University of Florida 1962 — 1964
BSME, Mechanical Engineering
Now Retired February 2009 - Present
RBC Capital Markets 2001 - 2009
American Realty Advisors 1999 - 2001
Hart Advisers 1996 - 1999
Raymond James Financial 1987 - 1996
Turner Development Corp (Sub of Turner Construction Co). 1981 - 1987
Key Coastal Realty 1981 - 1983
Real Estate Brokerage 1975 - 1982
Walt Disney Company 1972 - 1975
Education
University of Florida 1962 — 1964
BSME, Mechanical Engineering
Kortney Pavone Kortney Pavone's Raymond James Financial Experience November 2007 - September 2008
Job Account Executive at Assurant Solutions
Industry Insurance
Experience
Assurant Solutions September 2012 - Present
Assurant Solutions May 2010 - September 2012
BB&T (formerly Colonial Bank) October 2008 - November 2009
RAYMOND JAMES FINANCIAL November 2007 - September 2008
MARKET STREET MORTGAGE CORPORATION April 2002 - November 2007
Skills
Direct Marketing, Marketing, Advertising, E-commerce, Strategic Planning, Creative Direction, Direct Mail, Digital Marketing, Email Marketing, Account Management, Social Media Marketing, Web Analytics, SEM, Online Advertising, Copywriting, Marketing Communications, Google Analytics, Training, PPC, Lead Generation, Management, Mobile Marketing
Education
UNIVERSITY OF MINNESOTA
Bachelor of Science, Speech Communication/Rhetoric
University of Minnesota-Twin Cities
Professional, Technical, Business, and Scientific Writing
Assurant Solutions September 2012 - Present
Assurant Solutions May 2010 - September 2012
BB&T (formerly Colonial Bank) October 2008 - November 2009
RAYMOND JAMES FINANCIAL November 2007 - September 2008
MARKET STREET MORTGAGE CORPORATION April 2002 - November 2007
Skills
Direct Marketing, Marketing, Advertising, E-commerce, Strategic Planning, Creative Direction, Direct Mail, Digital Marketing, Email Marketing, Account Management, Social Media Marketing, Web Analytics, SEM, Online Advertising, Copywriting, Marketing Communications, Google Analytics, Training, PPC, Lead Generation, Management, Mobile Marketing
Education
UNIVERSITY OF MINNESOTA
Bachelor of Science, Speech Communication/Rhetoric
University of Minnesota-Twin Cities
Professional, Technical, Business, and Scientific Writing
Christopher Stanek's Raymond James Financial Experience October 2005 - Present
Job ManagerPrivate Client Group Financial Analysis at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2014 - Present
Raymond James Financial October 2005 - Present
Raymond James Financial May 2000 - October 2005
Outbound Marketing 1997 - 2000
Skills
Trend Analysis, Series 7, Strategic Financial..., Securities, Mutual Funds, Financial Advisory, Asset Managment, Asset Allocation, Financial Analysis, Investments, Portfolio Management, Wealth Management, Trading, Revenue Recognition, Consolidation, Credit Analysis, Financial Accounting
Education
University of Central Florida 1988 — 1992
BS BA, Finance and Economics
Raymond James Financial Inc. April 2014 - Present
Raymond James Financial October 2005 - Present
Raymond James Financial May 2000 - October 2005
Outbound Marketing 1997 - 2000
Skills
Trend Analysis, Series 7, Strategic Financial..., Securities, Mutual Funds, Financial Advisory, Asset Managment, Asset Allocation, Financial Analysis, Investments, Portfolio Management, Wealth Management, Trading, Revenue Recognition, Consolidation, Credit Analysis, Financial Accounting
Education
University of Central Florida 1988 — 1992
BS BA, Finance and Economics
Peter Brambs's Raymond James Financial Experience March 2009 - January 2010
Job Business & Financial Consulting
Industry Financial Services
Experience
D&B Wealth Management February 2009 - Present
Brambs and Associates, LLC January 2010 - Present
Raymond James Financial March 2009 - January 2010
Edward Jones May 2003 - April 2009
Business Networking International 2008 - 2009
Tektronix April 1988 - March 2003
Eaton Corporation 1982 - 1988
Education
University of Michigan 1976 — 1981
BS, Engineering, Mathematics, Business
D&B Wealth Management February 2009 - Present
Brambs and Associates, LLC January 2010 - Present
Raymond James Financial March 2009 - January 2010
Edward Jones May 2003 - April 2009
Business Networking International 2008 - 2009
Tektronix April 1988 - March 2003
Eaton Corporation 1982 - 1988
Education
University of Michigan 1976 — 1981
BS, Engineering, Mathematics, Business
Jeremy Bradford Jeremy Bradford's Raymond James Financial Experience 2003 - 2007
Job Dir. of Estate and Planned Giving at American Cancer Society
Industry Nonprofit Organization Management
Experience
American Cancer Society September 2007 - Present
Raymond James Financial 2003 - 2007
A.G. Edwards 1999 - 2003
Skills
Asset, Wealth, Non-profits, Planned Giving, Fundraising, Wealth Transfer Planning, Asset Managment, Charitable Trusts, Charitable Gift Planning, Charitable Remainder..., Charitable Gift..., Major Donor Cultivation, Major Gift Development, Strategic Planning, Stewardship, Gift Planning, Asset Planning, Non-profit..., Non-profit Director, Non-profit Board..., Philanthropy, Trusts, Trust Management, Operating Budgets, Donor Management, Donor Engagement, Donor Development, Strategic Financial..., Estate Planning, Financial Advisory, Volunteering, Board Development, Asset Allocation, Investments, Nonprofits, Investment Advisory, Asset Management, Annual Giving, Volunteer Training, Foundations, Fundraisers, Charities, Volunteer Recruiting, Prospect Research, Retirement Planning, 401k, Financial Planners, Volunteer Management, Fixed Annuities, Retirement
Education
University of North Texas 1992 — 1997
BBA, Management
American Cancer Society September 2007 - Present
Raymond James Financial 2003 - 2007
A.G. Edwards 1999 - 2003
Skills
Asset, Wealth, Non-profits, Planned Giving, Fundraising, Wealth Transfer Planning, Asset Managment, Charitable Trusts, Charitable Gift Planning, Charitable Remainder..., Charitable Gift..., Major Donor Cultivation, Major Gift Development, Strategic Planning, Stewardship, Gift Planning, Asset Planning, Non-profit..., Non-profit Director, Non-profit Board..., Philanthropy, Trusts, Trust Management, Operating Budgets, Donor Management, Donor Engagement, Donor Development, Strategic Financial..., Estate Planning, Financial Advisory, Volunteering, Board Development, Asset Allocation, Investments, Nonprofits, Investment Advisory, Asset Management, Annual Giving, Volunteer Training, Foundations, Fundraisers, Charities, Volunteer Recruiting, Prospect Research, Retirement Planning, 401k, Financial Planners, Volunteer Management, Fixed Annuities, Retirement
Education
University of North Texas 1992 — 1997
BBA, Management
Mike Doss's Raymond James Financial Experience February 2006 - June 2009
Job West Coast Advisor Sales at Motif Investing
Industry Financial Services
Experience
Motif Investing March 2015 - Present
Schwab Advisor Services March 2011 - December 2014
Pershing Advisor Solutions June 2009 - March 2011
Raymond James Financial February 2006 - June 2009
TD Ameritrade March 2003 - February 2006
Skills
Series 7, Financial Services, Asset Management, Series 63, Business Development, Investments, Wealth Management, Mutual Funds, Portfolio Management, Securities, Equities, Alternative Investments, Strategy, Investment Advisory..., Asset Allocation
Education
University of Kentucky
Corporate Communications
Western Kentucky University
BA, Corporate Communications
Motif Investing March 2015 - Present
Schwab Advisor Services March 2011 - December 2014
Pershing Advisor Solutions June 2009 - March 2011
Raymond James Financial February 2006 - June 2009
TD Ameritrade March 2003 - February 2006
Skills
Series 7, Financial Services, Asset Management, Series 63, Business Development, Investments, Wealth Management, Mutual Funds, Portfolio Management, Securities, Equities, Alternative Investments, Strategy, Investment Advisory..., Asset Allocation
Education
University of Kentucky
Corporate Communications
Western Kentucky University
BA, Corporate Communications
Amy Brownlee Amy Brownlee's Raymond James Financial Experience February 1991 - August 1993
Job Assistant Professor of Management, University of Tampa
Industry Higher Education
Experience
University of Tampa August 2009 - Present
Roly Poly Rolled Sandwiches January 2001 - December 2010
University of Florida January 2004 - August 2009
Southern Methodist University August 1999 - May 2003
Raymond James Financial February 1991 - August 1993
Skills
Higher Education, Research, University Teaching, Leadership Development, Public Speaking, Business Strategy, Management, Human Resources, Leadership, Social Media, Social Networking
Education
University of Florida 1995 — 1999
PhD, Organizational Behavior
University of Florida 1993 — 1995
MBA, General Management
University of Florida 1986 — 1990
BSBA, Finance
University of Tampa August 2009 - Present
Roly Poly Rolled Sandwiches January 2001 - December 2010
University of Florida January 2004 - August 2009
Southern Methodist University August 1999 - May 2003
Raymond James Financial February 1991 - August 1993
Skills
Higher Education, Research, University Teaching, Leadership Development, Public Speaking, Business Strategy, Management, Human Resources, Leadership, Social Media, Social Networking
Education
University of Florida 1995 — 1999
PhD, Organizational Behavior
University of Florida 1993 — 1995
MBA, General Management
University of Florida 1986 — 1990
BSBA, Finance
Steve Kopp Steve Kopp's Raymond James Financial Experience February 2004 - Present
Job Release Management
Industry Financial Services
Experience
Raymond James Financial February 2004 - Present
Raymond James & Associates, Inc November 1996 - June 2003
The Baltimore Life Insurance Company January 1978 - August 1992
Skills
Agile Methodologies, Visio, User Acceptance Testing, Configuration Management, SharePoint, Data Warehousing, Databases, Microsoft SQL Server, SQL, SOA, SDLC, Enterprise Architecture, Disaster Recovery, Release Management, Software Documentation, SSIS, Process Improvement, Vendor Management, Requirements Analysis, T-SQL, Quality Center, Software Development, Business Analysis, ITIL, Systems Analysis, Integration, Requirements Gathering, Database Design, Testing, Software Project..., Business Requirements, IIS, Agile Project Management, Business Process, Scrum, IT Management, SSRS, Solution Architecture, PMP, DB2, IT Strategy, Data Modeling, MS Project, Web Services, Unix, Oracle, .NET, Visual Studio, UML, PMO
Education
University of Baltimore 1977 — 1979
OCS
Raymond James Financial February 2004 - Present
Raymond James & Associates, Inc November 1996 - June 2003
The Baltimore Life Insurance Company January 1978 - August 1992
Skills
Agile Methodologies, Visio, User Acceptance Testing, Configuration Management, SharePoint, Data Warehousing, Databases, Microsoft SQL Server, SQL, SOA, SDLC, Enterprise Architecture, Disaster Recovery, Release Management, Software Documentation, SSIS, Process Improvement, Vendor Management, Requirements Analysis, T-SQL, Quality Center, Software Development, Business Analysis, ITIL, Systems Analysis, Integration, Requirements Gathering, Database Design, Testing, Software Project..., Business Requirements, IIS, Agile Project Management, Business Process, Scrum, IT Management, SSRS, Solution Architecture, PMP, DB2, IT Strategy, Data Modeling, MS Project, Web Services, Unix, Oracle, .NET, Visual Studio, UML, PMO
Education
University of Baltimore 1977 — 1979
OCS
Chris Glover Chris Glover's Raymond James Financial Experience 2001 - 2006
Job Vice President at Palmwood Construction LLC
Industry Real Estate
Experience
Hernando County Builders Association October 2012 - Present
Palmwood Construction LLC February 2006 - Present
Raymond James Financial 2001 - 2006
Skills
Finance, Project Management, Management, Budgets, Strategic Planning, Residential Homes, Construction, Real Estate, Leadership, Customer Service, Due Diligence, Contract Negotiation, Process Scheduler, Forecasting, Business Development, Team Building, New Business Development, Negotiation, Mergers & Acquisitions
Education
University of Florida - Warrington College Of Business 1998 — 2000
Bachelor of Science, Business Finance
Hernando County Builders Association October 2012 - Present
Palmwood Construction LLC February 2006 - Present
Raymond James Financial 2001 - 2006
Skills
Finance, Project Management, Management, Budgets, Strategic Planning, Residential Homes, Construction, Real Estate, Leadership, Customer Service, Due Diligence, Contract Negotiation, Process Scheduler, Forecasting, Business Development, Team Building, New Business Development, Negotiation, Mergers & Acquisitions
Education
University of Florida - Warrington College Of Business 1998 — 2000
Bachelor of Science, Business Finance
David Roset David Roset's Raymond James Financial Experience July 2012 - Present
Job Business Process Analyst at Raymond James Financial
Industry Information Technology and Services
Experience
Raymond James Financial July 2012 - Present
Skills
Project Management, Business Analysis, Business Process..., Requirements Gathering, Business Case, Stakeholder Management, Team Leadership, Financial Analysis, Analytics, Budgets, Process Improvement, Metrics, Program Management, Data Analysis, Consulting, Business Process, Change Management, Process Engineering, Business Process Mapping, Software Project..., Visio, Integration, SDLC, Cross-functional Team..., Business Intelligence, IT Strategy, Management
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1995
MBA, Operations Management
University of South Florida - College of Business Administration 1987 — 1989
BS in Bus. Admin., Finance
Raymond James Financial July 2012 - Present
Skills
Project Management, Business Analysis, Business Process..., Requirements Gathering, Business Case, Stakeholder Management, Team Leadership, Financial Analysis, Analytics, Budgets, Process Improvement, Metrics, Program Management, Data Analysis, Consulting, Business Process, Change Management, Process Engineering, Business Process Mapping, Software Project..., Visio, Integration, SDLC, Cross-functional Team..., Business Intelligence, IT Strategy, Management
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1995
MBA, Operations Management
University of South Florida - College of Business Administration 1987 — 1989
BS in Bus. Admin., Finance
Matt Calabro's Raymond James Financial Experience April 1991 - May 2011
Job Deputy Chief Compliance Officer at Delaware Investments, a member of the Macquarie Group
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group June 2011 - Present
Raymond James Financial April 1991 - May 2011
Raymond James Financial April 1991 - May 2011
Raymond James Financial June 2005 - March 2007
Raymond James Financial 1995 - 2005
Price Waterhouse January 1990 - March 1991
Skills
Mutual Funds, Compliance, Risk Management, Financial Services, Transfer Agency, Asset Management, Finance, Financial Analysis, Fund Accounting, Investments, Financial Reporting, Internal Controls, Due Diligence, Fund Administration, SEC filings, Equities, Creative Problem Solving, AML, Leadership, Vendor Management, Oversight, Fixed Income, SEC reporting, Workflow Management, CPA, Code of Ethics, Investment Advisor..., Investment Company Act, Investment Companies, Valuation
Education
University of Florida - Warrington College of Business Administration 1989 — 1989
Masters, Accounting
University of Florida - Warrington College of Business Administration 1984 — 1989
Bachelors, Accounting
Delaware Investments, a member of the Macquarie Group June 2011 - Present
Raymond James Financial April 1991 - May 2011
Raymond James Financial April 1991 - May 2011
Raymond James Financial June 2005 - March 2007
Raymond James Financial 1995 - 2005
Price Waterhouse January 1990 - March 1991
Skills
Mutual Funds, Compliance, Risk Management, Financial Services, Transfer Agency, Asset Management, Finance, Financial Analysis, Fund Accounting, Investments, Financial Reporting, Internal Controls, Due Diligence, Fund Administration, SEC filings, Equities, Creative Problem Solving, AML, Leadership, Vendor Management, Oversight, Fixed Income, SEC reporting, Workflow Management, CPA, Code of Ethics, Investment Advisor..., Investment Company Act, Investment Companies, Valuation
Education
University of Florida - Warrington College of Business Administration 1989 — 1989
Masters, Accounting
University of Florida - Warrington College of Business Administration 1984 — 1989
Bachelors, Accounting
Chris Camilleri's Raymond James Financial Experience 2004 - 2005
Job Lead Software Engineer
Industry Computer Games
Experience
n-Space Inc. March 2007 - Present
Raymond James Financial 2004 - 2005
Skills
Artificial Intelligence, Game Design, Perforce, Video Games, OpenGL, Programming, Game Development, Nintendo DS, JavaScript, Gameplay, Software Engineering, Level Design, Networking, Xbox 360
Education
University of Central Florida 2006 — 2007
Master's, Interactive Entertainment
University of South Florida
Bachelor’s, Computer Science
n-Space Inc. March 2007 - Present
Raymond James Financial 2004 - 2005
Skills
Artificial Intelligence, Game Design, Perforce, Video Games, OpenGL, Programming, Game Development, Nintendo DS, JavaScript, Gameplay, Software Engineering, Level Design, Networking, Xbox 360
Education
University of Central Florida 2006 — 2007
Master's, Interactive Entertainment
University of South Florida
Bachelor’s, Computer Science
Barbara Bottone Barbara Bottone's Raymond James Financial Experience July 1986 - August 2004
Job Associate Broker at Coldwell Banker Commercial
Industry Nonprofit Organization Management
Experience
Coldwell Banker Commercial August 2009 - Present
Stetson University College of Law August 2004 - November 2008
Raymond James Financial July 1986 - August 2004
Education
University of South Florida 1995 — 2001
BS, Accounting
Coldwell Banker Commercial August 2009 - Present
Stetson University College of Law August 2004 - November 2008
Raymond James Financial July 1986 - August 2004
Education
University of South Florida 1995 — 2001
BS, Accounting
Perry D. Walter, CFA, ASA Perry D. Walter, CFA, ASA's Raymond James Financial Experience September 1993 - December 1995
Job Managing Director at HDH Advisors LLC (formerly HH Advisors)
Industry Financial Services
Experience
inCode Telecom March 2007 - May 2009
Digital Media Investigations January 2005 - November 2006
Valiant Ventures March 2001 - January 2005
The Robinson Humphrey Company January 1996 - March 2001
Raymond James Financial September 1993 - December 1995
Skills
Mergers, Business Appraisal and..., Financial Reporting, Financial Modeling, Private Equity, Venture Capital, Due Diligence, Shareholder, Corporate Development, Management Consulting, Financial Analysis, Business Valuation, Business Strategy, Business Planning, Strategy, Strategic Planning, Business Modeling, Valuation, Mergers & Acquisitions, Telecommunications, Equity Research, Competitive Analysis, Finance, Entrepreneurship, Investments, Restructuring, IPO, Portfolio Management, Strategic Financial..., Start-ups, Business Development, Executive Management, Securities, Management, Corporate Finance, Financial Advisory, Consulting, Analysis, Tax, Acquisition Integration, Capital, Investment Banking, Divestitures, M&A experience, Asset Management, Forensic Accounting, Financial Structuring, Alternative Investments, LBO, Estate Planning
Education
University of North Carolina at Chapel Hill 1991 — 1993
MBA
University of Virginia 1983 — 1987
BA
inCode Telecom March 2007 - May 2009
Digital Media Investigations January 2005 - November 2006
Valiant Ventures March 2001 - January 2005
The Robinson Humphrey Company January 1996 - March 2001
Raymond James Financial September 1993 - December 1995
Skills
Mergers, Business Appraisal and..., Financial Reporting, Financial Modeling, Private Equity, Venture Capital, Due Diligence, Shareholder, Corporate Development, Management Consulting, Financial Analysis, Business Valuation, Business Strategy, Business Planning, Strategy, Strategic Planning, Business Modeling, Valuation, Mergers & Acquisitions, Telecommunications, Equity Research, Competitive Analysis, Finance, Entrepreneurship, Investments, Restructuring, IPO, Portfolio Management, Strategic Financial..., Start-ups, Business Development, Executive Management, Securities, Management, Corporate Finance, Financial Advisory, Consulting, Analysis, Tax, Acquisition Integration, Capital, Investment Banking, Divestitures, M&A experience, Asset Management, Forensic Accounting, Financial Structuring, Alternative Investments, LBO, Estate Planning
Education
University of North Carolina at Chapel Hill 1991 — 1993
MBA
University of Virginia 1983 — 1987
BA
Brynne Muller Brynne Muller's Raymond James Financial Experience July 2011 - Present
Job Compliance Advisor at Raymond James Financial
Industry Sports
Experience
Raymond James Financial July 2011 - Present
Tampa Bay Lightning August 2008 - Present
Tampa Bay Lightning August 2008 - Present
Private Residence February 2000 - February 2003
Skills
Financial Analysis, Event Planning, Event Management, Customer Service, Contract Negotiation, Budgets, Accounting, Account Management, Financial Reporting, Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Sports Management, Sports Marketing
Education
University of South Florida
Finance
Raymond James Financial July 2011 - Present
Tampa Bay Lightning August 2008 - Present
Tampa Bay Lightning August 2008 - Present
Private Residence February 2000 - February 2003
Skills
Financial Analysis, Event Planning, Event Management, Customer Service, Contract Negotiation, Budgets, Accounting, Account Management, Financial Reporting, Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Sports Management, Sports Marketing
Education
University of South Florida
Finance
Alex Araujo's Raymond James Financial Experience October 2008 - July 2015
Job Financial Reporting & Analysis
Industry Financial Services
Experience
The Wiseman Company July 2015 - Present
Raymond James Financial October 2008 - July 2015
JPMorgan Chase November 2005 - October 2008
Citi July 2004 - November 2005
Skills
Financial Reporting, Equities, Fixed Income, Financial Analysis, Accounting, Consolidation, Financial Services, Cost Accounting, Microsoft Excel, Foreign Exchange, Hyperion Enterprise, Finance, Internal Audit, Strategic Financial..., Management, Banking
Education
University of South Florida - College of Business Administration
B.S., Accounting and Finance
The Wiseman Company July 2015 - Present
Raymond James Financial October 2008 - July 2015
JPMorgan Chase November 2005 - October 2008
Citi July 2004 - November 2005
Skills
Financial Reporting, Equities, Fixed Income, Financial Analysis, Accounting, Consolidation, Financial Services, Cost Accounting, Microsoft Excel, Foreign Exchange, Hyperion Enterprise, Finance, Internal Audit, Strategic Financial..., Management, Banking
Education
University of South Florida - College of Business Administration
B.S., Accounting and Finance
Matt Potasky's Raymond James Financial Experience October 2007 - August 2010
Job Account Manager at Fannie Mae
Industry Capital Markets
Experience
Fannie Mae August 2015 - Present
Prospect Mortgage, LLC July 2014 - August 2015
Compass Analytics, LLC August 2010 - July 2014
Raymond James Financial October 2007 - August 2010
Skills
Capital Markets, Trading, MBS, Derivatives, Project Management, Banking, Bloomberg, Fixed Income, Risk Management, Portfolio Management, Valuation, Loans, Securities, Finance, Mortgage Lending, Financial Analysis, Credit, Mortgage Banking
Education
University of Florida 2003 — 2007
Bachelor's degree
Fannie Mae August 2015 - Present
Prospect Mortgage, LLC July 2014 - August 2015
Compass Analytics, LLC August 2010 - July 2014
Raymond James Financial October 2007 - August 2010
Skills
Capital Markets, Trading, MBS, Derivatives, Project Management, Banking, Bloomberg, Fixed Income, Risk Management, Portfolio Management, Valuation, Loans, Securities, Finance, Mortgage Lending, Financial Analysis, Credit, Mortgage Banking
Education
University of Florida 2003 — 2007
Bachelor's degree
David Gardner, CFA David Gardner, CFA's Raymond James Financial Experience August 2005 - July 2006
Job Associate at MVC Capital
Industry Banking
Experience
MVC Capital October 2014 - Present
Fifth Third Bank July 2008 - September 2014
Raymond James Financial August 2005 - July 2006
National City Commercial Capital June 2004 - August 2005
Skills
Financial Modeling, Loans, Finance, Cash Flow, Equities, Funding
Education
University of Cincinnati College of Business 2002 — 2007
BBA-Honors, Finance
MVC Capital October 2014 - Present
Fifth Third Bank July 2008 - September 2014
Raymond James Financial August 2005 - July 2006
National City Commercial Capital June 2004 - August 2005
Skills
Financial Modeling, Loans, Finance, Cash Flow, Equities, Funding
Education
University of Cincinnati College of Business 2002 — 2007
BBA-Honors, Finance
Chris Coffey, MBA Chris Coffey, MBA's Raymond James Financial Experience June 1997 - August 2001
Job Project Manager / Analytics / Product Operations
Industry Management Consulting
Experience
Walt Disney Parks and Resorts Online July 2015 - Present
Viewpost November 2014 - May 2015
Viewpost November 2013 - November 2014
Voalte, Inc. September 2010 - November 2013
Answer to Cancer a non-profit Benefiting the Jimmy Fund December 2008 - August 2010
Nosefrida February 2010 - June 2010
Grandbridge Real Estate Capital May 2007 - October 2009
Inland Homebuilding Group August 2004 - May 2006
Raymond James Financial June 1997 - August 2001
Skills
SQL, Strategic Planning, Leadership, Management, Healthcare, Splunk, Marketing, Program Management, Sales, Analysis, Microsoft Office, Social Media, Security, Microsoft Excel, Contract Negotiation, Process Improvement, Consulting, Budgets, Access, PowerPoint, Customer Service, Business Development, Team Building, Selling, Real Estate, Due Diligence, Strategy, Team Leadership, Project Management, Real Estate Development, Cross-functional Team..., Integration, Finance, SaaS
Education
University of Florida - Warrington College Of Business 2006 — 2007
M.B.A., Finance & Real Estate
University of Florida 1999 — 2004
BS, Engineering
Walt Disney Parks and Resorts Online July 2015 - Present
Viewpost November 2014 - May 2015
Viewpost November 2013 - November 2014
Voalte, Inc. September 2010 - November 2013
Answer to Cancer a non-profit Benefiting the Jimmy Fund December 2008 - August 2010
Nosefrida February 2010 - June 2010
Grandbridge Real Estate Capital May 2007 - October 2009
Inland Homebuilding Group August 2004 - May 2006
Raymond James Financial June 1997 - August 2001
Skills
SQL, Strategic Planning, Leadership, Management, Healthcare, Splunk, Marketing, Program Management, Sales, Analysis, Microsoft Office, Social Media, Security, Microsoft Excel, Contract Negotiation, Process Improvement, Consulting, Budgets, Access, PowerPoint, Customer Service, Business Development, Team Building, Selling, Real Estate, Due Diligence, Strategy, Team Leadership, Project Management, Real Estate Development, Cross-functional Team..., Integration, Finance, SaaS
Education
University of Florida - Warrington College Of Business 2006 — 2007
M.B.A., Finance & Real Estate
University of Florida 1999 — 2004
BS, Engineering
Denis Smirnov, CFP® Denis Smirnov, CFP®'s Raymond James Financial Experience January 2008 - August 2011
Job Financial Planner at Gordian Advisors
Industry Financial Services
Experience
Gordian Advisors July 2013 - Present
Bright Trading, LLC August 2011 - May 2013
Raymond James Financial January 2008 - August 2011
Sanford C. Bernstein May 2004 - January 2008
Dealogic November 2002 - May 2004
CIBC World Markets 2002 - 2002
Skills
Equities, Equity Research, Mergers, Portfolio Management, Investments, Fixed Income, Trading, Alternative Investments, Hedge Funds, Financial Markets, Asset Managment, Bloomberg, Series 7, Capital Markets, Investment Management, Investment Banking, Asset Allocation, Valuation, Financial Modeling, Bonds, Securities, Finance, Mergers & Acquisitions, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
BBA, Finance
University of Michigan 1998 — 2002
Bachelor of Business Administration, Business
Gordian Advisors July 2013 - Present
Bright Trading, LLC August 2011 - May 2013
Raymond James Financial January 2008 - August 2011
Sanford C. Bernstein May 2004 - January 2008
Dealogic November 2002 - May 2004
CIBC World Markets 2002 - 2002
Skills
Equities, Equity Research, Mergers, Portfolio Management, Investments, Fixed Income, Trading, Alternative Investments, Hedge Funds, Financial Markets, Asset Managment, Bloomberg, Series 7, Capital Markets, Investment Management, Investment Banking, Asset Allocation, Valuation, Financial Modeling, Bonds, Securities, Finance, Mergers & Acquisitions, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
BBA, Finance
University of Michigan 1998 — 2002
Bachelor of Business Administration, Business
Amy Powell, CFA's Raymond James Financial Experience November 2004 - July 2010
Job Portfolio Analyst at Doyle Wealth Management
Industry Financial Services
Experience
Doyle Wealth Management March 2015 - Present
Transamerica Asset Management, Inc. July 2010 - December 2014
Raymond James Financial November 2004 - July 2010
Eckerd Corporation October 2003 - October 2004
Business Valuation Services January 2003 - August 2003
Skills
Investments, Mutual Funds, Asset Management, Analysis, Valuation, Asset Allocation, Finance, Investment Management, Financial Services, Securities, Series 7, Alternative Investments, Financial Modeling, Microsoft Excel, Financial Advisory
Education
University of Central Florida 1999 — 2003
Bachelor of Science, Business Administration; Finance
Doyle Wealth Management March 2015 - Present
Transamerica Asset Management, Inc. July 2010 - December 2014
Raymond James Financial November 2004 - July 2010
Eckerd Corporation October 2003 - October 2004
Business Valuation Services January 2003 - August 2003
Skills
Investments, Mutual Funds, Asset Management, Analysis, Valuation, Asset Allocation, Finance, Investment Management, Financial Services, Securities, Series 7, Alternative Investments, Financial Modeling, Microsoft Excel, Financial Advisory
Education
University of Central Florida 1999 — 2003
Bachelor of Science, Business Administration; Finance
Jodie Orozco Jodie Orozco's Raymond James Financial Experience May 2008 - August 2008
Job Vice President of Marketing & Partnerships at The Plasencia Group
Industry Commercial Real Estate
Experience
The Plasencia Group December 2014 - Present
Gasparilla Festival of the Arts July 2011 - Present
McGladrey March 2014 - December 2014
1MAG June 2013 - December 2013
Raymond James January 2011 - May 2013
Raymond James June 2009 - December 2010
Institute for Child Health Policy August 2007 - April 2009
ProFlowers 2008 - 2009
Raymond James Financial May 2008 - August 2008
Skills
Social Media Marketing, Marketing Communications, Web Marketing, Social Media, Marketing, Marketing Strategy, Email Marketing, Competitive Analysis, Market Research, Facebook, CRM, Advertising, Project Management, Sales, SEO, Social Networking, Online Advertising, Content Development, Integrated Marketing, Content Strategy, Event Management, Public Relations, Online Marketing, Press Releases, Copywriting, Lead Generation, Digital Marketing, Brand Management, Marketing Research
Education
University of Florida 2005 — 2009
BSBA, Marketing
Berkeley Preparatory School 1999 — 2005
The Plasencia Group December 2014 - Present
Gasparilla Festival of the Arts July 2011 - Present
McGladrey March 2014 - December 2014
1MAG June 2013 - December 2013
Raymond James January 2011 - May 2013
Raymond James June 2009 - December 2010
Institute for Child Health Policy August 2007 - April 2009
ProFlowers 2008 - 2009
Raymond James Financial May 2008 - August 2008
Skills
Social Media Marketing, Marketing Communications, Web Marketing, Social Media, Marketing, Marketing Strategy, Email Marketing, Competitive Analysis, Market Research, Facebook, CRM, Advertising, Project Management, Sales, SEO, Social Networking, Online Advertising, Content Development, Integrated Marketing, Content Strategy, Event Management, Public Relations, Online Marketing, Press Releases, Copywriting, Lead Generation, Digital Marketing, Brand Management, Marketing Research
Education
University of Florida 2005 — 2009
BSBA, Marketing
Berkeley Preparatory School 1999 — 2005
Matt Ransom Matt Ransom's Raymond James Financial Experience June 2003 - June 2004
Job Vice President New Financial Advisor Development at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Raymond James Financial Services March 2006 - July 2014
Raymond James Financial Services June 2004 - March 2006
Raymond James Financial June 2003 - June 2004
Education
University of Florida 1999 — 2003
Bachelors, Management
Raymond James Financial Inc. August 2014 - Present
Raymond James Financial Services March 2006 - July 2014
Raymond James Financial Services June 2004 - March 2006
Raymond James Financial June 2003 - June 2004
Education
University of Florida 1999 — 2003
Bachelors, Management
Chris Chatterton Chris Chatterton's Raymond James Financial Experience June 2007 - August 2009
Job
Industry Consumer Goods
Experience
Bay Food Brokerage August 2011 - Present
Triangulum Financial, Inc July 2009 - May 2011
Raymond James Financial June 2007 - August 2009
Bay Food Brokerage, Inc May 2003 - August 2006
Skills
Portfolio Management, Insurance, Mergers, Negotiation, Due Diligence, Sales, Corporate Finance, Analysis, Financial Modeling, Valuation, Investments, Financial Analysis, Bloomberg, Asset Managment, Marketing Strategy, Forecasting, Research, New Business Development, Market Research, Business Development, Management, Mergers
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science Degree, Economics and Management
Jesuit High School ( Class of 2005 )
Bay Food Brokerage August 2011 - Present
Triangulum Financial, Inc July 2009 - May 2011
Raymond James Financial June 2007 - August 2009
Bay Food Brokerage, Inc May 2003 - August 2006
Skills
Portfolio Management, Insurance, Mergers, Negotiation, Due Diligence, Sales, Corporate Finance, Analysis, Financial Modeling, Valuation, Investments, Financial Analysis, Bloomberg, Asset Managment, Marketing Strategy, Forecasting, Research, New Business Development, Market Research, Business Development, Management, Mergers
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science Degree, Economics and Management
Jesuit High School ( Class of 2005 )
Cory O'Daniel Cory O'Daniel's Raymond James Financial Experience 2005 - 2006
Job Director of Engineering
Industry Computer Software
Experience
StackCommerce September 2015 - Present
Hat&Monocle January 2010 - Present
DealScience January 2014 - June 2015
DealBase.com April 2011 - January 2014
Vokle, Inc July 2008 - January 2010
Ripple January 2007 - July 2008
Southwest Florida College January 2005 - September 2006
Raymond James Financial 2005 - 2006
Skills
Ruby, Ruby on Rails, MySQL, iOS development, PHP, Objective-C, Ubuntu, Optimizations, Mobile Applications, HTML 5, Agile Methodologies, Git, Amazon Web Services..., Test Driven Development, Facebook API, JSON, Cloud Computing, Object Oriented Design, Amazon EC2, JavaScript, jQuery, Linux, REST, MongoDB, Scalability, NoSQL, Web Development, Agile Project Management, Nginx, Github, Redis, Node.js, SQL, Software Development
Education
University of South Florida 1999 — 2005
Masters, Business, Information Systems
StackCommerce September 2015 - Present
Hat&Monocle January 2010 - Present
DealScience January 2014 - June 2015
DealBase.com April 2011 - January 2014
Vokle, Inc July 2008 - January 2010
Ripple January 2007 - July 2008
Southwest Florida College January 2005 - September 2006
Raymond James Financial 2005 - 2006
Skills
Ruby, Ruby on Rails, MySQL, iOS development, PHP, Objective-C, Ubuntu, Optimizations, Mobile Applications, HTML 5, Agile Methodologies, Git, Amazon Web Services..., Test Driven Development, Facebook API, JSON, Cloud Computing, Object Oriented Design, Amazon EC2, JavaScript, jQuery, Linux, REST, MongoDB, Scalability, NoSQL, Web Development, Agile Project Management, Nginx, Github, Redis, Node.js, SQL, Software Development
Education
University of South Florida 1999 — 2005
Masters, Business, Information Systems
Lindsey Collier Lindsey Collier's Raymond James Financial Experience June 2006 - January 2014
Job Marketing Senior Product Analyst
Industry Financial Services
Experience
Raymond James Financial Inc. January 2014 - Present
Raymond James Financial June 2006 - January 2014
Skills
Series 7, Strategic Planning, Investments, Securities, Portfolio Management, Financial Analysis, Equities, Investment Advisory, Asset Management, Financial Modeling, Mutual Funds, Wealth Management, Fixed Income, Asset Allocation, Finance, Strategic Financial..., Series 63
Education
University of Florida - Warrington College Of Business 2011 — 2012
Masters in Business Administration
University of South Florida 2002 — 2006
BA, Finance
Raymond James Financial Inc. January 2014 - Present
Raymond James Financial June 2006 - January 2014
Skills
Series 7, Strategic Planning, Investments, Securities, Portfolio Management, Financial Analysis, Equities, Investment Advisory, Asset Management, Financial Modeling, Mutual Funds, Wealth Management, Fixed Income, Asset Allocation, Finance, Strategic Financial..., Series 63
Education
University of Florida - Warrington College Of Business 2011 — 2012
Masters in Business Administration
University of South Florida 2002 — 2006
BA, Finance
Sara Molina Sara Molina's Raymond James Financial Experience November 2001 - December 2003
Job Sales, All Guard Storm Shutters
Industry Consumer Services
Experience
All Guard Storm Shutters September 2007 - Present
New York Life Coaching 2009 - 2010
Shutter Outlet Inc., September 2004 - October 2007
Raymond James Financial November 2001 - December 2003
Education
University of Florida 1984 — 1988
Bachelor of Science, Fianace
All Guard Storm Shutters September 2007 - Present
New York Life Coaching 2009 - 2010
Shutter Outlet Inc., September 2004 - October 2007
Raymond James Financial November 2001 - December 2003
Education
University of Florida 1984 — 1988
Bachelor of Science, Fianace
Kyle Hanson Kyle Hanson's Raymond James Financial Experience May 2007 - September 2007
Job Flight Coordinator at Solairus Aviation
Industry Airlines/Aviation
Experience
Manchaca Fire/Rescue January 2015 - Present
Solairus Aviation August 2014 - Present
Self -Employed August 2008 - Present
TWC Aviation August 2011 - August 2014
AvPORTS-Westchester County Airport December 2008 - August 2011
AvPORTS-Westchester County Airport December 2007 - December 2008
Raymond James Financial May 2007 - September 2007
Llano Municipal Airport May 2007 - September 2007
Parks Marina Inc. February 2004 - May 2007
Skills
CFI, Flights, Airports, Instrument Rating, Security, Aviation, Airlines, Aircraft, Airport Management, Flight Safety, Commercial Aviation, Flight Planning, Aviation Security, Charter, Aerospace, Piloting, Civil Aviation, Emergency Management, General Aviation, Business Aviation, Aeronautics, Airline Management, Helicopters, Airworthiness, Private Pilot, Human Factors, Flight Training
Education
University of Dubuque 2005 — 2007
B.S., Aviation Management
Iowa Lakes Community College 2003 — 2005
A.A., A.S., Aviation
Manchaca Fire/Rescue January 2015 - Present
Solairus Aviation August 2014 - Present
Self -Employed August 2008 - Present
TWC Aviation August 2011 - August 2014
AvPORTS-Westchester County Airport December 2008 - August 2011
AvPORTS-Westchester County Airport December 2007 - December 2008
Raymond James Financial May 2007 - September 2007
Llano Municipal Airport May 2007 - September 2007
Parks Marina Inc. February 2004 - May 2007
Skills
CFI, Flights, Airports, Instrument Rating, Security, Aviation, Airlines, Aircraft, Airport Management, Flight Safety, Commercial Aviation, Flight Planning, Aviation Security, Charter, Aerospace, Piloting, Civil Aviation, Emergency Management, General Aviation, Business Aviation, Aeronautics, Airline Management, Helicopters, Airworthiness, Private Pilot, Human Factors, Flight Training
Education
University of Dubuque 2005 — 2007
B.S., Aviation Management
Iowa Lakes Community College 2003 — 2005
A.A., A.S., Aviation
Eric Gee's Raymond James Financial Experience May 2010 - April 2013
Job Seniorlevel Engineering Manager
Industry Computer Software
Experience
Company Confidential May 2013 - Present
Miscellaneous 2010 - Present
Raymond James Financial May 2010 - April 2013
PMC-Sierra September 2009 - May 2010
Sunview Software February 2008 - September 2009
Home Shopping Network June 2006 - February 2008
Adaptec July 1998 - June 2006
United States Navy December 1994 - February 1998
Skills
Java, C#, RAID, SCSI, SATA, SAS, Full SDLC, Testing, Performance Testing, Test Automation, Test Management, Visual Studio, LoadRunner, Load Testing, Software Quality..., Enterprise Software, SQL, Software Engineering, Experienced Speaker, Risk Management, iSCSI, Storage Area Networks, Storage Virtualization, Enterprise Storage, Storage Solutions, Strategic Leadership, ITIL, Troubleshooting, SDLC, Quality Assurance, Hardware, Quality Center, Test Planning, Performance Appraisal, Microsoft SQL Server, Visio, Risk Assessment, Management, Requirements Gathering, Disaster Recovery, Requirements Analysis, Test Cases, Linux, Enterprise Architecture, Operating Systems, .NET, Manual Testing, IT Service Management, Cross-functional Team..., Unix
Education
University of Central Florida 1999 — 2004
BS, Computer Science
Company Confidential May 2013 - Present
Miscellaneous 2010 - Present
Raymond James Financial May 2010 - April 2013
PMC-Sierra September 2009 - May 2010
Sunview Software February 2008 - September 2009
Home Shopping Network June 2006 - February 2008
Adaptec July 1998 - June 2006
United States Navy December 1994 - February 1998
Skills
Java, C#, RAID, SCSI, SATA, SAS, Full SDLC, Testing, Performance Testing, Test Automation, Test Management, Visual Studio, LoadRunner, Load Testing, Software Quality..., Enterprise Software, SQL, Software Engineering, Experienced Speaker, Risk Management, iSCSI, Storage Area Networks, Storage Virtualization, Enterprise Storage, Storage Solutions, Strategic Leadership, ITIL, Troubleshooting, SDLC, Quality Assurance, Hardware, Quality Center, Test Planning, Performance Appraisal, Microsoft SQL Server, Visio, Risk Assessment, Management, Requirements Gathering, Disaster Recovery, Requirements Analysis, Test Cases, Linux, Enterprise Architecture, Operating Systems, .NET, Manual Testing, IT Service Management, Cross-functional Team..., Unix
Education
University of Central Florida 1999 — 2004
BS, Computer Science
David Feaster, Jr., CFA David Feaster, Jr., CFA's Raymond James Financial Experience February 2008 - March 2010
Job Senior Equity Research Associate at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Raymond James & Associates, Inc June 2011 - August 2014
Raymond James February 2010 - June 2011
Raymond James Financial February 2008 - March 2010
First American Bank May 2006 - August 2006
Millennium Bank May 2005 - August 2005
Skills
Chartered Financial..., Equity Research, Sell Side, Fundamental Analysis, Equity Valuation, Financial Modeling, Mutual Funds, Bloomberg, Due Diligence, Investments, Asset Management, Analysis, Economics
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
BSBA, Finance
Raymond James Financial Inc. August 2014 - Present
Raymond James & Associates, Inc June 2011 - August 2014
Raymond James February 2010 - June 2011
Raymond James Financial February 2008 - March 2010
First American Bank May 2006 - August 2006
Millennium Bank May 2005 - August 2005
Skills
Chartered Financial..., Equity Research, Sell Side, Fundamental Analysis, Equity Valuation, Financial Modeling, Mutual Funds, Bloomberg, Due Diligence, Investments, Asset Management, Analysis, Economics
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
BSBA, Finance
Matt Frey, MBA's Raymond James Financial Experience May 2010 - August 2010
Job Owner/Partner at Frey Masterson Investment Advisors
Industry Financial Services
Experience
Frey Masterson Investment Advisors July 2011 - Present
Raymond James Financial Services July 2011 - Present
EOS International December 2010 - July 2011
University of Notre Dame July 2009 - May 2011
Raymond James Financial May 2010 - August 2010
SPX Corporation January 2008 - July 2009
SPX Corporation July 2006 - January 2008
Skills
Asset Allocation, Investments, Financial Analysis, Business Planning, Leadership
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Investments
University of Notre Dame 2002 — 2006
BBA, Finance
LCHS
Frey Masterson Investment Advisors July 2011 - Present
Raymond James Financial Services July 2011 - Present
EOS International December 2010 - July 2011
University of Notre Dame July 2009 - May 2011
Raymond James Financial May 2010 - August 2010
SPX Corporation January 2008 - July 2009
SPX Corporation July 2006 - January 2008
Skills
Asset Allocation, Investments, Financial Analysis, Business Planning, Leadership
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Investments
University of Notre Dame 2002 — 2006
BBA, Finance
LCHS
Bob Lockwood Bob Lockwood's Raymond James Financial Experience May 2009 - Present
Job Managing Director, Technology Investment Banking at Raymond James & Associates
Industry Investment Banking
Experience
Raymond James Financial May 2009 - Present
Lane Berry October 2005 - May 2009
First Albany Capital October 2003 - October 2005
Credit Suisse First Boston November 2000 - December 2002
Donaldson, Lufkin & Jenrette February 1991 - October 2000
Chemical Bank 1991 - 1992
Education
University of Pennsylvania 1987 — 1991
Raymond James Financial May 2009 - Present
Lane Berry October 2005 - May 2009
First Albany Capital October 2003 - October 2005
Credit Suisse First Boston November 2000 - December 2002
Donaldson, Lufkin & Jenrette February 1991 - October 2000
Chemical Bank 1991 - 1992
Education
University of Pennsylvania 1987 — 1991
Ray Maldonado Ray Maldonado's Raymond James Financial Experience August 2008 - August 2013
Job Sr. Coordinator Testing Analytics at Tampa General Hospital
Industry Information Technology and Services
Experience
Tampa General Hospital September 2013 - Present
Raymond James Financial August 2008 - August 2013
Fidelity Information Services September 2007 - August 2008
VeriFone September 2004 - September 2007
Cristel Telecom, Inc. January 2004 - September 2004
Maxinet S.C. Internet Service Provider January 2000 - July 2001
State of Chihuahua Health Dept April 1995 - December 1999
Skills
Manual, Automated..., Windows, Microsoft SQL Server, Web Services, Quality Assurance, SQL, Management, Process Improvement, User Acceptance Testing, Requirements Gathering, Testing, Software Documentation, Quality Center, Troubleshooting, Visual Basic, Six Sigma, SharePoint, Business Analysis, Manual Testing, Requirements Analysis, Visio, Access, SDLC
Education
University of South Florida 2005 — 2008
MSEM, Management
Tampa General Hospital September 2013 - Present
Raymond James Financial August 2008 - August 2013
Fidelity Information Services September 2007 - August 2008
VeriFone September 2004 - September 2007
Cristel Telecom, Inc. January 2004 - September 2004
Maxinet S.C. Internet Service Provider January 2000 - July 2001
State of Chihuahua Health Dept April 1995 - December 1999
Skills
Manual, Automated..., Windows, Microsoft SQL Server, Web Services, Quality Assurance, SQL, Management, Process Improvement, User Acceptance Testing, Requirements Gathering, Testing, Software Documentation, Quality Center, Troubleshooting, Visual Basic, Six Sigma, SharePoint, Business Analysis, Manual Testing, Requirements Analysis, Visio, Access, SDLC
Education
University of South Florida 2005 — 2008
MSEM, Management
Michael W. Mattox Michael W. Mattox's Raymond James Financial Experience 1999 - 2004
Job National Account Manager at Jenkins Enterprises, Inc.
Industry Wholesale
Experience
Jenkins Enterprises, Inc. August 2004 - Present
Raymond James Financial 1999 - 2004
Stephens Inc. 1994 - 1999
Skills
Business Development, Sales, Marketing, Risk Management, Series 7, Strategic Planning, New Business Development, Sales Management, Business Planning, Forecasting, Merchandising, Pricing, Account Management, Strategy, Direct Sales, Marketing Strategy, Business Strategy, Sales Presentations, Customer Service, Product Management, CRM, Leadership, Team Leadership, Product Development, E-commerce, Product Marketing, B2B, Management, Sales Operations, Negotiation, Team Building, Retail, Start-ups, Inventory Management, Advertising, Social Media Marketing, Financial Analysis, Entrepreneurship, Marketing Communications, Online Marketing, Business Intelligence, Direct Marketing, Budgets, Purchasing, Wholesale, Market Research, SaaS, Customer Satisfaction, Telecommunications
Education
University of Arkansas 1989 — 1992
Marketing & Finance
Jenkins Enterprises, Inc. August 2004 - Present
Raymond James Financial 1999 - 2004
Stephens Inc. 1994 - 1999
Skills
Business Development, Sales, Marketing, Risk Management, Series 7, Strategic Planning, New Business Development, Sales Management, Business Planning, Forecasting, Merchandising, Pricing, Account Management, Strategy, Direct Sales, Marketing Strategy, Business Strategy, Sales Presentations, Customer Service, Product Management, CRM, Leadership, Team Leadership, Product Development, E-commerce, Product Marketing, B2B, Management, Sales Operations, Negotiation, Team Building, Retail, Start-ups, Inventory Management, Advertising, Social Media Marketing, Financial Analysis, Entrepreneurship, Marketing Communications, Online Marketing, Business Intelligence, Direct Marketing, Budgets, Purchasing, Wholesale, Market Research, SaaS, Customer Satisfaction, Telecommunications
Education
University of Arkansas 1989 — 1992
Marketing & Finance
Tuyen Tu Tuyen Tu's Raymond James Financial Experience December 2013 - June 2014
Job VP, Private Client Group Cash Solutions at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2014 - Present
Raymond James Financial December 2013 - June 2014
Raymond James Financial Inc. January 2012 - December 2013
Raymond James Financial Inc. June 2006 - December 2011
Raymond James Financial Inc. November 2002 - June 2006
PricewaterhouseCoopers 1999 - 2002
Skills
Financial Reporting, Mutual Funds, Financial Modeling, Asset Management, Portfolio Management, Program Management, Series 7, Financial Services, Investments, Wealth Management, Securities, Equities, Fixed Income, SDLC, Business Analysis, Risk Management, Process Improvement, Strategic Financial...
Education
University of Florida 1995 — 1999
Raymond James Financial, Inc. July 2014 - Present
Raymond James Financial December 2013 - June 2014
Raymond James Financial Inc. January 2012 - December 2013
Raymond James Financial Inc. June 2006 - December 2011
Raymond James Financial Inc. November 2002 - June 2006
PricewaterhouseCoopers 1999 - 2002
Skills
Financial Reporting, Mutual Funds, Financial Modeling, Asset Management, Portfolio Management, Program Management, Series 7, Financial Services, Investments, Wealth Management, Securities, Equities, Fixed Income, SDLC, Business Analysis, Risk Management, Process Improvement, Strategic Financial...
Education
University of Florida 1995 — 1999
Matthew Conrad, CTP Matthew Conrad, CTP's Raymond James Financial Experience July 2006 - October 2008
Job Manager, Cash Management at WellCare
Industry Insurance
Experience
WellCare Health Plans June 2014 - Present
BayCare Health System March 2012 - June 2014
Walter Investment Management Corp. February 2011 - March 2012
Walter Investment Management Corp January 2009 - February 2011
Raymond James Financial July 2006 - October 2008
Raymond James Financial June 2003 - July 2006
Skills
Financial Modeling, Financial Analysis, Due Diligence, Real Estate, Portfolio Management, Analysis, Banking, Risk Management, Sarbanes-Oxley Act, Accounting, Credit, Mergers & Acquisitions, Cash Management, Forecasting, Budgets, Investments, Internal Controls, Finance
Education
University of Florida - Warrington College of Business 2002 — 2003
Master of Science, Finance
University of Florida - Warrington College Of Business 1999 — 2002
Bachelor of Science in Business Administration, Finance
WellCare Health Plans June 2014 - Present
BayCare Health System March 2012 - June 2014
Walter Investment Management Corp. February 2011 - March 2012
Walter Investment Management Corp January 2009 - February 2011
Raymond James Financial July 2006 - October 2008
Raymond James Financial June 2003 - July 2006
Skills
Financial Modeling, Financial Analysis, Due Diligence, Real Estate, Portfolio Management, Analysis, Banking, Risk Management, Sarbanes-Oxley Act, Accounting, Credit, Mergers & Acquisitions, Cash Management, Forecasting, Budgets, Investments, Internal Controls, Finance
Education
University of Florida - Warrington College of Business 2002 — 2003
Master of Science, Finance
University of Florida - Warrington College Of Business 1999 — 2002
Bachelor of Science in Business Administration, Finance
Christina Kurapkat's Raymond James Financial Experience May 2008 - September 2009
Job Director of Operations at The JAM Brands
Industry Sports
Experience
Louisville Marriott Downtown September 2011 - May 2014
JAMfest Cheer & Dance Events June 2007 - September 2011
Raymond James Financial May 2008 - September 2009
Skills
Event Planning, B2B, Marketing, Social Media Marketing, Event Management, Marketing Communications, Trade Shows, Public Relations, Social Media, Hotels, Hospitality Management, Sales, Corporate Events, Sponsorship, Hospitality, Customer Service
Education
University of Kentucky 2002 — 2006
BS, Integrated Strategic Communications
Louisville Marriott Downtown September 2011 - May 2014
JAMfest Cheer & Dance Events June 2007 - September 2011
Raymond James Financial May 2008 - September 2009
Skills
Event Planning, B2B, Marketing, Social Media Marketing, Event Management, Marketing Communications, Trade Shows, Public Relations, Social Media, Hotels, Hospitality Management, Sales, Corporate Events, Sponsorship, Hospitality, Customer Service
Education
University of Kentucky 2002 — 2006
BS, Integrated Strategic Communications
T.J. Aufiero T.J. Aufiero's Raymond James Financial Experience May 2008 - August 2012
Job Database Coordinator at Tampa Bay Lightning
Industry Sports
Experience
Tampa Bay Lightning August 2012 - Present
Raymond James Financial May 2008 - August 2012
University of Florida 2006 - 2008
Skills
Marketing Communications, Marketing Research, Marketing Strategy, Marketing, Online Advertising, Social Media, Advertising, Email Marketing, Social Media Marketing, Market Research, Corporate Branding, Competitive Analysis, Direct Marketing, Digital Marketing, Management, Integrated Marketing, CRM
Education
University of Florida - Warrington College of Business Administration 2002 — 2008
M.S., Marketing
University of Florida - Warrington College of Business Administration 2002 — 2008
B.S., Marketing
Tampa Bay Lightning August 2012 - Present
Raymond James Financial May 2008 - August 2012
University of Florida 2006 - 2008
Skills
Marketing Communications, Marketing Research, Marketing Strategy, Marketing, Online Advertising, Social Media, Advertising, Email Marketing, Social Media Marketing, Market Research, Corporate Branding, Competitive Analysis, Direct Marketing, Digital Marketing, Management, Integrated Marketing, CRM
Education
University of Florida - Warrington College of Business Administration 2002 — 2008
M.S., Marketing
University of Florida - Warrington College of Business Administration 2002 — 2008
B.S., Marketing
Jeff Oster's Raymond James Financial Experience 1997 - 2007
Job Recording Artist and Owner, Retso Records
Industry Music
Experience
Retso Records January 2003 - Present
Raymond James Financial Services, Inc. May 1997 - Present
CD Baby 2004 - 2007
Raymond James Financial 1997 - 2007
Aon 2002 - 2005
Independent Advantage Financial 1988 - 1994
Skills
Music, Sound, Recording, Broadcast, Public Speaking, Radio, Musicians, Social Media, Musical Theatre, Microsoft Office, Songwriting, Concerts, Social Networking, Entertainment, Training, Singing, Editing, Event Planning, Television, Guitarist, Asset Allocation, Music Production, Composition, Event Management, Mutual Funds, Fixed Annuities, Music Industry, Creative Writing, Program Management, Drums, Video Editing, Marketing, Video Production, Songs, Audio Engineering, Horn, Blogging, Photography, Studio Recording
Education
University of Miami 1976 — 1977
Marine Biology
Coral Gables High
Retso Records January 2003 - Present
Raymond James Financial Services, Inc. May 1997 - Present
CD Baby 2004 - 2007
Raymond James Financial 1997 - 2007
Aon 2002 - 2005
Independent Advantage Financial 1988 - 1994
Skills
Music, Sound, Recording, Broadcast, Public Speaking, Radio, Musicians, Social Media, Musical Theatre, Microsoft Office, Songwriting, Concerts, Social Networking, Entertainment, Training, Singing, Editing, Event Planning, Television, Guitarist, Asset Allocation, Music Production, Composition, Event Management, Mutual Funds, Fixed Annuities, Music Industry, Creative Writing, Program Management, Drums, Video Editing, Marketing, Video Production, Songs, Audio Engineering, Horn, Blogging, Photography, Studio Recording
Education
University of Miami 1976 — 1977
Marine Biology
Coral Gables High
Therese Dolezal Therese Dolezal's Raymond James Financial Experience June 2008 - June 2011
Job Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley December 2011 - October 2014
Raymond James Financial June 2008 - June 2011
Skills
Series 63, Series 7, Wealth Management
Education
University of Florida 2004 — 2008
Bachelor of Science, Marketing
Morgan Stanley October 2014 - Present
Morgan Stanley December 2011 - October 2014
Raymond James Financial June 2008 - June 2011
Skills
Series 63, Series 7, Wealth Management
Education
University of Florida 2004 — 2008
Bachelor of Science, Marketing
Benjamin Kent Benjamin Kent's Raymond James Financial Experience June 1999 - March 2015
Job Strategic Events Manager at Catalina Marketing
Industry Market Research
Experience
Catalina Marketing March 2015 - Present
Raymond James Financial June 1999 - March 2015
Raymond James Toastmasters Club 2010 - 2011
Skills
Meeting Planning, Marketing, Team Building, Event Management, Trade Shows, Budgets, Event Planning, Sponsorship, Registration, Hospitality, Corporate Events, Social Media Marketing, Customer Service, Hotels
Education
University of Phoenix 2000 — 2002
Bachelor's, Business Management
Catalina Marketing March 2015 - Present
Raymond James Financial June 1999 - March 2015
Raymond James Toastmasters Club 2010 - 2011
Skills
Meeting Planning, Marketing, Team Building, Event Management, Trade Shows, Budgets, Event Planning, Sponsorship, Registration, Hospitality, Corporate Events, Social Media Marketing, Customer Service, Hotels
Education
University of Phoenix 2000 — 2002
Bachelor's, Business Management
Eric Haag's Raymond James Financial Experience November 2000 - July 2001
Job Director, Corporate Development at Affinia Group Inc.
Industry Automotive
Experience
Affinia Group Inc. July 2014 - Present
Affinia Group Inc. January 2014 - June 2014
Affinia Group Inc. January 2011 - December 2013
Dana Limited August 2005 - January 2011
Honeywell May 2003 - August 2005
Raymond James Financial November 2000 - July 2001
PricewaterhouseCoopers July 1998 - November 2000
PricewaterhouseCoopers July 1996 - June 1998
Skills
Corporate Development, International..., Company Acquisitions, Mergers, Divestitures, Joint Ventures, Strategy Development, Strategic Planning, Financial Analysis, Financial Modeling, Valuation, Research, Benchmarking, Corporate Finance, Business Valuation, Analysis, Business Intelligence, M&A due diligence, M&A experience, Mergers & Acquisitions, Strategy, Management, Acquisitions, International Business, Project Management, Automotive, Due Diligence, Banking, Executive Management, Report Writing, Leveraging Strategic..., Auditing, Six Sigma, Market Research, Acquisition Integration, Lean Manufacturing, Leadership, Forecasting, Competitive Analysis, Investment Banking, Accounting, Private Equity, Finance, Cross-functional Team..., Business Strategy, Pricing, Restructuring, Start-ups, Business Planning, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Strategy
University of Michigan - Stephen M. Ross School of Business 1993 — 1996
BBA, Finance and Accounting
Affinia Group Inc. July 2014 - Present
Affinia Group Inc. January 2014 - June 2014
Affinia Group Inc. January 2011 - December 2013
Dana Limited August 2005 - January 2011
Honeywell May 2003 - August 2005
Raymond James Financial November 2000 - July 2001
PricewaterhouseCoopers July 1998 - November 2000
PricewaterhouseCoopers July 1996 - June 1998
Skills
Corporate Development, International..., Company Acquisitions, Mergers, Divestitures, Joint Ventures, Strategy Development, Strategic Planning, Financial Analysis, Financial Modeling, Valuation, Research, Benchmarking, Corporate Finance, Business Valuation, Analysis, Business Intelligence, M&A due diligence, M&A experience, Mergers & Acquisitions, Strategy, Management, Acquisitions, International Business, Project Management, Automotive, Due Diligence, Banking, Executive Management, Report Writing, Leveraging Strategic..., Auditing, Six Sigma, Market Research, Acquisition Integration, Lean Manufacturing, Leadership, Forecasting, Competitive Analysis, Investment Banking, Accounting, Private Equity, Finance, Cross-functional Team..., Business Strategy, Pricing, Restructuring, Start-ups, Business Planning, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Strategy
University of Michigan - Stephen M. Ross School of Business 1993 — 1996
BBA, Finance and Accounting
Natalie Sidor's Raymond James Financial Experience November 2009 - Present
Job Public Finance
Industry Financial Services
Experience
Raymond James Financial November 2009 - Present
The Sembler Company June 2007 - November 2009
Woolbright Development May 2006 - August 2006
Raymond James December 2001 - June 2005
Wachovia Securities June 2000 - December 2001
Skills
Asset Management, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investment Banking, Investments, Portfolio Management, Public Finance, Series 7, Underwriting, Valuation
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Real Estate
University of Tampa 1996 — 2000
Bachelors, Finance, Economics
Raymond James Financial November 2009 - Present
The Sembler Company June 2007 - November 2009
Woolbright Development May 2006 - August 2006
Raymond James December 2001 - June 2005
Wachovia Securities June 2000 - December 2001
Skills
Asset Management, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investment Banking, Investments, Portfolio Management, Public Finance, Series 7, Underwriting, Valuation
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Real Estate
University of Tampa 1996 — 2000
Bachelors, Finance, Economics
David Saroney's Raymond James Financial Experience August 1998 - December 2002
Job Network Engineer at Moffitt Cancer Center
Industry Information Technology and Services
Experience
Moffitt Cancer Center Network EngineerH. Lee Moffitt Cancer Center2002 - Present
Raymond James Financial August 1998 - December 2002
Education
University of South Florida 1995 — 2000
B.Sc, Computer Engineering
Moffitt Cancer Center Network EngineerH. Lee Moffitt Cancer Center2002 - Present
Raymond James Financial August 1998 - December 2002
Education
University of South Florida 1995 — 2000
B.Sc, Computer Engineering
Christy Purdy's Raymond James Financial Experience February 1997 - December 2010
Job Project Consultant at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc January 2011 - Present
Raymond James Financial February 1997 - December 2010
Hillsborough County November 1988 - November 1996
ADP May 1983 - November 1988
Skills
Project Management, Product Management, Strategic Planning, PMP, Cross-functional Team..., Project Planning, Business Analysis, Team Building, SharePoint, Change Management, Requirements Analysis, Management, Project Portfolio..., ITIL, Business Intelligence, CRM, Technical Support, Business Process, Team Leadership, IT Strategy, IT Management, Disaster Recovery, Risk Management
Education
University of South Florida 1968 — 1972
BA, Elementary Education/History
Raymond James & Associates, Inc January 2011 - Present
Raymond James Financial February 1997 - December 2010
Hillsborough County November 1988 - November 1996
ADP May 1983 - November 1988
Skills
Project Management, Product Management, Strategic Planning, PMP, Cross-functional Team..., Project Planning, Business Analysis, Team Building, SharePoint, Change Management, Requirements Analysis, Management, Project Portfolio..., ITIL, Business Intelligence, CRM, Technical Support, Business Process, Team Leadership, IT Strategy, IT Management, Disaster Recovery, Risk Management
Education
University of South Florida 1968 — 1972
BA, Elementary Education/History
Jennifer E. Holliday's Raymond James Financial Experience November 2004 - January 2008
Job Regional Technology Education Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2014 - Present
Raymond James & Associates February 2012 - September 2014
Raymond James Financial Services, Inc. January 2011 - January 2012
Raymond James & Associates, Inc January 2008 - November 2010
Raymond James Financial November 2004 - January 2008
Skills
Series 7, Succession Planning, Needs Analysis, Talent Management, Performance Management, DDI, Onboarding, Leadership Development, Applicant Tracking..., Employee Benefits, Employee Relations, Coaching, Process Improvement, Deferred Compensation, Customer Service, Benefits Administration, Training, Analysis, Employee Training, Management, Career Development, HRIS, Personnel Management, College Recruiting, Human Resources, Interviews, Workforce Planning, Consulting, Financial Services, Investments, Public Speaking, Leadership, Microsoft Office
Education
University of Phoenix 2010 — 2015
Ed.D., Education: Instruction and Curriculum
University of Phoenix 2007 — 2008
MBA, Business Administration
University of South Florida 1995 — 2001
B.S., Business Management
Raymond James Financial Inc. October 2014 - Present
Raymond James & Associates February 2012 - September 2014
Raymond James Financial Services, Inc. January 2011 - January 2012
Raymond James & Associates, Inc January 2008 - November 2010
Raymond James Financial November 2004 - January 2008
Skills
Series 7, Succession Planning, Needs Analysis, Talent Management, Performance Management, DDI, Onboarding, Leadership Development, Applicant Tracking..., Employee Benefits, Employee Relations, Coaching, Process Improvement, Deferred Compensation, Customer Service, Benefits Administration, Training, Analysis, Employee Training, Management, Career Development, HRIS, Personnel Management, College Recruiting, Human Resources, Interviews, Workforce Planning, Consulting, Financial Services, Investments, Public Speaking, Leadership, Microsoft Office
Education
University of Phoenix 2010 — 2015
Ed.D., Education: Instruction and Curriculum
University of Phoenix 2007 — 2008
MBA, Business Administration
University of South Florida 1995 — 2001
B.S., Business Management
Joanne Bryant's Raymond James Financial Experience January 2000 - December 2000
Job Merchandise Planner at Abercrombie & Fitch
Industry Retail
Experience
Stay at home mom June 2013 - Present
Abercrombie & Fitch July 2010 - June 2013
Abercrombie & Fitch September 2008 - July 2010
Abercrombie & Fitch February 2002 - September 2008
Abercrombie & Fitch December 2000 - February 2002
Raymond James Financial January 2000 - December 2000
Skills
Merchandising, Stores, Allocation, Retail, Promotions, Planning, Strategic Planning, Excel, Word, PowerPoint, Project Planning, Microsoft Excel, Analysis, Asset Allocation, Fashion, Inventory Management, Microsoft Word, Sales, Store Management, Training
Education
University of Kentucky 1995 — 1999
Bachelor of Science (BS), Fashion Merchandising
Stay at home mom June 2013 - Present
Abercrombie & Fitch July 2010 - June 2013
Abercrombie & Fitch September 2008 - July 2010
Abercrombie & Fitch February 2002 - September 2008
Abercrombie & Fitch December 2000 - February 2002
Raymond James Financial January 2000 - December 2000
Skills
Merchandising, Stores, Allocation, Retail, Promotions, Planning, Strategic Planning, Excel, Word, PowerPoint, Project Planning, Microsoft Excel, Analysis, Asset Allocation, Fashion, Inventory Management, Microsoft Word, Sales, Store Management, Training
Education
University of Kentucky 1995 — 1999
Bachelor of Science (BS), Fashion Merchandising
Al Caudullo's Raymond James Financial Experience
Job Vice President at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial
Skills
Series 7, Mutual Funds, Securities, Asset Managment, Series 63, Investment Advisory, Series 24, Financial Services, Separately Managed..., Series 65, ETFs
Education
University of South Florida 1993 — 1997
Raymond James Financial
Skills
Series 7, Mutual Funds, Securities, Asset Managment, Series 63, Investment Advisory, Series 24, Financial Services, Separately Managed..., Series 65, ETFs
Education
University of South Florida 1993 — 1997
Elizabeth Vella's Raymond James Financial Experience 1995 - 1998
Job Associate Investment Advisor
Industry Financial Services
Experience
Christian Brothers Investment Services January 2000 - Present
Stein Roe 1998 - 2000
Raymond James Financial 1995 - 1998
Skills
Asset Allocation, Mutual Funds
Education
University of Iowa 1986 — 1990
Christian Brothers Investment Services January 2000 - Present
Stein Roe 1998 - 2000
Raymond James Financial 1995 - 1998
Skills
Asset Allocation, Mutual Funds
Education
University of Iowa 1986 — 1990
Douglas Beck's Raymond James Financial Experience 1990 - 1998
Job Fidelity Investments SVP, Investment Grade Fixed Income Investment Product Group
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Deutsche Bank August 2006 - September 2013
UBS Global Asset Management 2002 - 2007
Merrill Lynch 1998 - 2002
Raymond James 1993 - 1998
Raymond James Financial 1990 - 1998
Skills
Derivatives, Investment Advisory, Investment Management, Mutual Funds, Portfolio Management
Education
University of California, Berkeley 1985 — 1989
BS, Finance
University of California, Berkeley, Haas School of Business
Fidelity Investments October 2013 - Present
Deutsche Bank August 2006 - September 2013
UBS Global Asset Management 2002 - 2007
Merrill Lynch 1998 - 2002
Raymond James 1993 - 1998
Raymond James Financial 1990 - 1998
Skills
Derivatives, Investment Advisory, Investment Management, Mutual Funds, Portfolio Management
Education
University of California, Berkeley 1985 — 1989
BS, Finance
University of California, Berkeley, Haas School of Business
Ronald Dameron's Raymond James Financial Experience 2005 - 2006
Job Lead DBA at Actsoft
Industry Insurance
Experience
Actsoft 2015 - Present
Metlife 2009 - 2015
MetLife 2006 - 2009
Raymond James Financial 2005 - 2006
Washington Mutual Finance/CitiFinancial 2002 - 2005
Verizon Wireless 2001 - 2002
Best Software 2000 - 2001
Intermedia Communications 1999 - 2000
Skills
DTS, SSIS, SQL Tuning, Stored Procedures, T-SQL, Powershell, Microsoft SQL Server, ETL, Database Administration, Data Migration, Performance Tuning, Database Design, Databases, SDLC, Disaster Recovery, Relational Databases
Education
University of Maryland Baltimore County 1984 — 1988
Bachelor of Science, Information Systems Management
Actsoft 2015 - Present
Metlife 2009 - 2015
MetLife 2006 - 2009
Raymond James Financial 2005 - 2006
Washington Mutual Finance/CitiFinancial 2002 - 2005
Verizon Wireless 2001 - 2002
Best Software 2000 - 2001
Intermedia Communications 1999 - 2000
Skills
DTS, SSIS, SQL Tuning, Stored Procedures, T-SQL, Powershell, Microsoft SQL Server, ETL, Database Administration, Data Migration, Performance Tuning, Database Design, Databases, SDLC, Disaster Recovery, Relational Databases
Education
University of Maryland Baltimore County 1984 — 1988
Bachelor of Science, Information Systems Management
Monica Diggs's Raymond James Financial Experience January 2008 - January 2009
Job Program Specialist at NIH
Industry Government Administration
Experience
NIH September 2011 - Present
Lockheed Martin at NIH OD/OMA March 2009 - September 2011
Raymond James Financial January 2008 - January 2009
The Potomac Group 2005 - 2007
VPI (Vinyl Film and Plastics, Inc) 1997 - 2000
Skills
Microsoft Office, Data Analysis, Program Management, PowerPoint, Proposal Writing, Microsoft Excel, Public Speaking, Customer Service, Analysis, Outlook, SharePoint, Microsoft Word, Non-profits, Government
Education
University of Maryland Baltimore County
Bachelor of Arts (BA), Information Systems, Business Administration
Salisbury State University 1990 — 1996
Frederick High School
NIH September 2011 - Present
Lockheed Martin at NIH OD/OMA March 2009 - September 2011
Raymond James Financial January 2008 - January 2009
The Potomac Group 2005 - 2007
VPI (Vinyl Film and Plastics, Inc) 1997 - 2000
Skills
Microsoft Office, Data Analysis, Program Management, PowerPoint, Proposal Writing, Microsoft Excel, Public Speaking, Customer Service, Analysis, Outlook, SharePoint, Microsoft Word, Non-profits, Government
Education
University of Maryland Baltimore County
Bachelor of Arts (BA), Information Systems, Business Administration
Salisbury State University 1990 — 1996
Frederick High School
Eric Lemus's Raymond James Financial Experience January 2010 - Present
Job Equity Research Associate at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial January 2010 - Present
Raymond James Financial April 2008 - December 2009
Education
University of Groningen 2007 — 2007
Masters, International Business & Economics
University of Florida - Warrington College of Business Administration 2006 — 2007
Masters, International Business
University of Florida 2002 — 2006
B.S., Finance
Raymond James Financial January 2010 - Present
Raymond James Financial April 2008 - December 2009
Education
University of Groningen 2007 — 2007
Masters, International Business & Economics
University of Florida - Warrington College of Business Administration 2006 — 2007
Masters, International Business
University of Florida 2002 — 2006
B.S., Finance
Dale Carbaugh's Raymond James Financial Experience 1999 - Present
Job Supervisor Mutual Fund Research at Raymond James
Industry Financial Services
Experience
Raymond James December 2010 - Present
Raymond James Financial 1999 - Present
Education
University of Florida 1985 — 1988
Raymond James December 2010 - Present
Raymond James Financial 1999 - Present
Education
University of Florida 1985 — 1988
Amy Brauner's Raymond James Financial Experience August 2003 - April 2005
Job Officer, Major Gifts Program at American Red Cross
Industry Nonprofit Organization Management
Experience
American Red Cross October 2013 - Present
International Relief and Development October 2010 - October 2013
Strategic Fixed Income March 2008 - August 2010
American Astronomical Society October 2006 - January 2008
Robert Half International May 2005 - January 2006
Raymond James Financial August 2003 - April 2005
Putnam Investments January 2001 - March 2003
Skills
Fundraising, Event Planning, Marketing Communications, Budgets, Social Media, Community Outreach, Proposal Writing, Marketing, Nonprofits, Donor Engagement, Corporate Events, Donor Research, Donor Development, Volunteer Management, Newsletters, Management, International Relations, Community Development, Grants, Policy
Education
University of Florida 1995 — 1999
Bachelor's of Science, Health & Human Performance
American Red Cross October 2013 - Present
International Relief and Development October 2010 - October 2013
Strategic Fixed Income March 2008 - August 2010
American Astronomical Society October 2006 - January 2008
Robert Half International May 2005 - January 2006
Raymond James Financial August 2003 - April 2005
Putnam Investments January 2001 - March 2003
Skills
Fundraising, Event Planning, Marketing Communications, Budgets, Social Media, Community Outreach, Proposal Writing, Marketing, Nonprofits, Donor Engagement, Corporate Events, Donor Research, Donor Development, Volunteer Management, Newsletters, Management, International Relations, Community Development, Grants, Policy
Education
University of Florida 1995 — 1999
Bachelor's of Science, Health & Human Performance
Doug Deatrick's Raymond James Financial Experience April 2000 - October 2012
Job Experienced Equity Sales Trader
Industry Financial Services
Experience
Raymond James Financial April 2000 - October 2012
Husic Capital Management April 1995 - April 2000
Skills
Series 7, Equities, Series 63, Mutual Funds, Investments, Equity Trading, Series 24, Securities, Bloomberg, Asset Allocation, Wealth Management, Asset Managment, ETFs, Hedge Funds, Investment Advisory, Electronic Trading, Trading, Alternative Investments, Options, Hedging, Fixed Income, Portfolio Management, Investment Strategies, Asset Management
Education
University of California, Davis 1988 — 1993
Bachelor's degree, History
Raymond James Financial April 2000 - October 2012
Husic Capital Management April 1995 - April 2000
Skills
Series 7, Equities, Series 63, Mutual Funds, Investments, Equity Trading, Series 24, Securities, Bloomberg, Asset Allocation, Wealth Management, Asset Managment, ETFs, Hedge Funds, Investment Advisory, Electronic Trading, Trading, Alternative Investments, Options, Hedging, Fixed Income, Portfolio Management, Investment Strategies, Asset Management
Education
University of California, Davis 1988 — 1993
Bachelor's degree, History
Ellen Fenten's Raymond James Financial Experience November 2007 - Present
Job Financial Advisor at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial November 2007 - Present
Prudential Securities 1996 - 2007
Skills
Financial Analysis, Retirement Planning, Mutual Funds, Investment Strategies, Retirement, Insurance, Business Development, Public Speaking, Financial Services, Investments, Wealth Management, Mentoring, Arbitration
Education
University of California, Los Angeles
BS
Raymond James Financial November 2007 - Present
Prudential Securities 1996 - 2007
Skills
Financial Analysis, Retirement Planning, Mutual Funds, Investment Strategies, Retirement, Insurance, Business Development, Public Speaking, Financial Services, Investments, Wealth Management, Mentoring, Arbitration
Education
University of California, Los Angeles
BS
Tiffany Wind, PHR, SHRM-CP's Raymond James Financial Experience January 2008 - December 2008
Job Human Resources Manager at Knight Dental Group
Industry Human Resources
Experience
Knight Dental Group August 2015 - Present
Bauer Foundation Corp. April 2013 - July 2015
Bauer Foundations September 2009 - April 2013
Coastal Caisson Corp December 2008 - September 2009
Raymond James Financial January 2008 - December 2008
National Techmark/Abazias Diamonds January 2006 - December 2007
Gainesville Fire Rescue Department August 2003 - August 2004
Skills
Applicant Tracking..., Talent Acquisition, Employee Relations, Talent Management, Onboarding, College Recruiting, PeopleSoft, Recruiting, Performance Management, Human Resources, Technical Recruiting, Succession Planning, Team Building, Customer Service, Benefits Administration, Deferred Compensation, Personnel Management, Workforce Planning, Management, Training, Interviews, Project Management, Employee Training, Hiring, Employee Benefits
Education
University of Florida 2002 — 2004
Bachelor of Science, Journalism
University of South Florida 2000 — 2002
AA, General
Knight Dental Group August 2015 - Present
Bauer Foundation Corp. April 2013 - July 2015
Bauer Foundations September 2009 - April 2013
Coastal Caisson Corp December 2008 - September 2009
Raymond James Financial January 2008 - December 2008
National Techmark/Abazias Diamonds January 2006 - December 2007
Gainesville Fire Rescue Department August 2003 - August 2004
Skills
Applicant Tracking..., Talent Acquisition, Employee Relations, Talent Management, Onboarding, College Recruiting, PeopleSoft, Recruiting, Performance Management, Human Resources, Technical Recruiting, Succession Planning, Team Building, Customer Service, Benefits Administration, Deferred Compensation, Personnel Management, Workforce Planning, Management, Training, Interviews, Project Management, Employee Training, Hiring, Employee Benefits
Education
University of Florida 2002 — 2004
Bachelor of Science, Journalism
University of South Florida 2000 — 2002
AA, General
Buck Horne's Raymond James Financial Experience December 2007 - December 2011
Job Vice President Equity Research, Housing & Real Estate
Industry Capital Markets
Experience
Raymond James June 1999 - Present
Raymond James & Associates 1999 - Present
Raymond James & Associates 1999 - Present
Raymond James Financial December 2007 - December 2011
Skills
Equities, Equity Research, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration
Raymond James June 1999 - Present
Raymond James & Associates 1999 - Present
Raymond James & Associates 1999 - Present
Raymond James Financial December 2007 - December 2011
Skills
Equities, Equity Research, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration
Leigh Pollak's Raymond James Financial Experience January 2001 - March 2007
Job Managing Director Raymond James & Assoc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2008 - Present
Citigroup March 2007 - July 2008
Raymond James Financial January 2001 - March 2007
Wachovia Securities May 1997 - January 2001
Skills
Financial Modeling, Equity Research, Equity Valuation, Sell Side, Series 7, Securities, Equities
Education
Weatherhead School of Management at Case Western Reserve University 1996 — 1998
MBA, Finance & Banking
University of Illinois at Urbana-Champaign 1989 — 1993
Raymond James Financial Inc. July 2008 - Present
Citigroup March 2007 - July 2008
Raymond James Financial January 2001 - March 2007
Wachovia Securities May 1997 - January 2001
Skills
Financial Modeling, Equity Research, Equity Valuation, Sell Side, Series 7, Securities, Equities
Education
Weatherhead School of Management at Case Western Reserve University 1996 — 1998
MBA, Finance & Banking
University of Illinois at Urbana-Champaign 1989 — 1993
Jacklyn Walling's Raymond James Financial Experience May 2010 - May 2012
Job Senior Writer at Raymond James Financial, Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial, Inc. July 2014 - Present
Magazine Feature Writing and Small Business Marketing 2008 - Present
Raymond James Financial Inc. May 2012 - July 2014
Raymond James Financial May 2010 - May 2012
22squared February 2007 - March 2008
22squared (formerly WestWayne) 2007 - 2008
Raymond James 2004 - 2007
Raymond James Financial 2004 - 2007
Citysearch.com 2003 - 2006
AAA Auto Club South 2000 - 2004
Skills
Advertising, Newsletters, Marketing, Copywriting, Marketing Communications, Digital Marketing, Direct Mail, Press Releases, Social Media Marketing, Creative Direction, Integrated Marketing, Strategy, Creative Writing, Editing, Account Management, Editorial, Training, Brand Management, Publishing, Brochures, Management, Creative Strategy, Strategic Planning, Sales
Education
University of South Florida 2001 — 2003
Raymond James Financial, Inc. July 2014 - Present
Magazine Feature Writing and Small Business Marketing 2008 - Present
Raymond James Financial Inc. May 2012 - July 2014
Raymond James Financial May 2010 - May 2012
22squared February 2007 - March 2008
22squared (formerly WestWayne) 2007 - 2008
Raymond James 2004 - 2007
Raymond James Financial 2004 - 2007
Citysearch.com 2003 - 2006
AAA Auto Club South 2000 - 2004
Skills
Advertising, Newsletters, Marketing, Copywriting, Marketing Communications, Digital Marketing, Direct Mail, Press Releases, Social Media Marketing, Creative Direction, Integrated Marketing, Strategy, Creative Writing, Editing, Account Management, Editorial, Training, Brand Management, Publishing, Brochures, Management, Creative Strategy, Strategic Planning, Sales
Education
University of South Florida 2001 — 2003
Charles Marion, Jr. CPA's Raymond James Financial Experience 2005 - Present
Job Registered Principal at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial 2005 - Present
Deloitte 2002 - 2005
Education
University of Mississippi 2001 — 2002
Masters of Accy, Accy
University of Mississippi 1997 — 2001
Raymond James Financial 2005 - Present
Deloitte 2002 - 2005
Education
University of Mississippi 2001 — 2002
Masters of Accy, Accy
University of Mississippi 1997 — 2001
Jill Wirka's Raymond James Financial Experience February 1996 - July 1999
Job Managing Partner/coowner at promom couture
Industry Retail
Experience
Austin Elementary January 2013 - Present
promom couture April 2009 - December 2012
AT&T Mobility October 2001 - December 2008
Toshiba Corporation May 1999 - September 2001
Raymond James Financial February 1996 - July 1999
Skills
Direct Sales, Solution Selling, Sales, Sales Management, Account Management, New Business Development, Management, B2B, Sales Process, Sales Operations, Telecommunications, Managed Services, Selling, Strategic Partnerships, Salesforce.com, Mobile Devices
Education
University of Florida
Austin Elementary January 2013 - Present
promom couture April 2009 - December 2012
AT&T Mobility October 2001 - December 2008
Toshiba Corporation May 1999 - September 2001
Raymond James Financial February 1996 - July 1999
Skills
Direct Sales, Solution Selling, Sales, Sales Management, Account Management, New Business Development, Management, B2B, Sales Process, Sales Operations, Telecommunications, Managed Services, Selling, Strategic Partnerships, Salesforce.com, Mobile Devices
Education
University of Florida
Hunter Orr, CFA's Raymond James Financial Experience January 2009 - July 2009
Job Director of Research: Alpha Street Research
Industry Financial Services
Experience
Alpha Street Research March 2010 - Present
MGTB Capital July 2009 - January 2013
Raymond James Financial January 2009 - July 2009
LDG Consultants December 2000 - January 2009
Skills
Valuation, Investments, Private Equity, Hedge Funds, Investment Strategies, Asset Management, Financial Modeling, Portfolio Management, Financial Analysis, Mutual Funds, Economics, Bloomberg, Wealth Management, Research, Equities, Alternative Investments, Asset Allocation, Quantitative Analytics
Education
University of Tampa - John H. Sykes College of Business 2008 — 2009
Masters, Finance
University of South Florida - College of Business Administration 2003 — 2006
Bachelor of Science, Economics
Clearwater Central Catholic 1996 — 1999
1999
Alpha Street Research March 2010 - Present
MGTB Capital July 2009 - January 2013
Raymond James Financial January 2009 - July 2009
LDG Consultants December 2000 - January 2009
Skills
Valuation, Investments, Private Equity, Hedge Funds, Investment Strategies, Asset Management, Financial Modeling, Portfolio Management, Financial Analysis, Mutual Funds, Economics, Bloomberg, Wealth Management, Research, Equities, Alternative Investments, Asset Allocation, Quantitative Analytics
Education
University of Tampa - John H. Sykes College of Business 2008 — 2009
Masters, Finance
University of South Florida - College of Business Administration 2003 — 2006
Bachelor of Science, Economics
Clearwater Central Catholic 1996 — 1999
1999
Michelle Stegeman's Raymond James Financial Experience January 2008 - December 2008
Job Director of Human Resources
Industry Human Resources
Experience
Healthy Living Market and Café November 2014 - Present
EastView at Middlebury April 2012 - October 2014
Wesley Acres December 2008 - March 2012
Raymond James Financial January 2008 - December 2008
Skills
Management, Employee Benefits, New Hire Orientations, Benefits Administration, Corporate Finance, Communication, Team Building, Team Leadership, PHR, PeopleSoft, Employee Relations, Human Resources, Recruiting, Payroll, HRIS, Performance Management, Succession Planning, Leadership, Project Finance, Managerial Finance, Long-term Customer..., Senior Services, Retirement Communities, Financial Accounting, Individual Counselling, Interviews, Employee Training, Budgets, Customer Service, Training
Education
Upper Iowa University 2005 — 2006
Bachelor's degree, Accounting/Finance
University of Iowa 1997 — 1999
Bachelor's degree, Psychology
Healthy Living Market and Café November 2014 - Present
EastView at Middlebury April 2012 - October 2014
Wesley Acres December 2008 - March 2012
Raymond James Financial January 2008 - December 2008
Skills
Management, Employee Benefits, New Hire Orientations, Benefits Administration, Corporate Finance, Communication, Team Building, Team Leadership, PHR, PeopleSoft, Employee Relations, Human Resources, Recruiting, Payroll, HRIS, Performance Management, Succession Planning, Leadership, Project Finance, Managerial Finance, Long-term Customer..., Senior Services, Retirement Communities, Financial Accounting, Individual Counselling, Interviews, Employee Training, Budgets, Customer Service, Training
Education
Upper Iowa University 2005 — 2006
Bachelor's degree, Accounting/Finance
University of Iowa 1997 — 1999
Bachelor's degree, Psychology
Emily Shrider's Raymond James Financial Experience April 2009 - Present
Job Art Administrator
Industry Fine Art
Experience
Raymond James Financial April 2009 - Present
LexArts May 2007 - February 2009
Giuseppe's Restaurante February 2001 - February 2009
Tony Roma's Restaurant April 1995 - January 2001
Skills
Event Planning, Fundraising, Public Speaking, Non-profits, Research, Microsoft Office, Photoshop, Marketing, Editing, Social Networking, Event Management, Social Media Marketing, Graphic Design, Photography, Team Leadership, Facebook, Leadership, Nonprofits
Education
University of Kentucky 2003 — 2007
Bachelor of Arts, Arts Administration
Raymond James Financial April 2009 - Present
LexArts May 2007 - February 2009
Giuseppe's Restaurante February 2001 - February 2009
Tony Roma's Restaurant April 1995 - January 2001
Skills
Event Planning, Fundraising, Public Speaking, Non-profits, Research, Microsoft Office, Photoshop, Marketing, Editing, Social Networking, Event Management, Social Media Marketing, Graphic Design, Photography, Team Leadership, Facebook, Leadership, Nonprofits
Education
University of Kentucky 2003 — 2007
Bachelor of Arts, Arts Administration
Jamie Zingaretti's Raymond James Financial Experience January 2002 - Present
Job Managing Director at Raymond James
Industry Financial Services
Experience
Raymond James Financial January 2002 - Present
Raymond James Financial September 1998 - December 2002
Raymond James Financial September 1996 - September 1998
Education
University of Florida - Warrington College of Business Administration 2000 — 2001
MBA
University of Florida 1990 — 1995
Bachelor of Science, Business Administration
Raymond James Financial January 2002 - Present
Raymond James Financial September 1998 - December 2002
Raymond James Financial September 1996 - September 1998
Education
University of Florida - Warrington College of Business Administration 2000 — 2001
MBA
University of Florida 1990 — 1995
Bachelor of Science, Business Administration
Bryan Garciga's Raymond James Financial Experience September 2010 - May 2011
Job Senior Manager at Capital One
Industry Financial Services
Experience
Capital One February 2013 - Present
Capital One May 2011 - February 2013
Raymond James Financial September 2010 - May 2011
FIS July 2007 - September 2010
Affordable Home Mortgage 2005 - July 2007
Capital One March 1999 - March 2005
Skills
Leadership, Process Improvement, Call Center, Risk Management, Vendor Management, Chargebacks, Financial Services, Business Process...
Education
University of South Florida
Tampa Prep 1992 — 1996
Capital One February 2013 - Present
Capital One May 2011 - February 2013
Raymond James Financial September 2010 - May 2011
FIS July 2007 - September 2010
Affordable Home Mortgage 2005 - July 2007
Capital One March 1999 - March 2005
Skills
Leadership, Process Improvement, Call Center, Risk Management, Vendor Management, Chargebacks, Financial Services, Business Process...
Education
University of South Florida
Tampa Prep 1992 — 1996
Marwan Gharzeddine's Raymond James Financial Experience February 2009 - April 2014
Job Manager of Application Development at Bankers Financial Corporation
Industry Information Technology and Services
Experience
Bankers Financial Corporation September 2015 - Present
Bankers Financial Corporation October 2014 - Present
Kobie Marketing April 2014 - October 2014
Raymond James Financial February 2009 - April 2014
Triad Digital Media September 2006 - December 2008
Nepstel, Inc January 2004 - September 2006
American Compusystems, Inc March 2001 - January 2004
Skills
Solution Architecture, Software Architectural..., SOA, UML, UML Tools, Object Oriented Design, OOP, MVC, HTML 5, ASP.NET, JavaScript, AngularJS, Node.js, JQuery, CSS, XML, Web Services, .NET, IIS, SQL, Visual Studio, Web Applications, Requirements Analysis, WCF, LINQ, Testing, SDLC, SOAP, AJAX, WPF, ADO.NET, Silverlight, Databases, Microsoft SQL Server, MySQL, Design Patterns, Agile, Scrum, NHibernate, SQL Server, TFS, EF5, Windows, Operating Systems, Agile Methodologies, Angular, node, jQuery
Education
University of South Florida 2000 — 2008
Bankers Financial Corporation September 2015 - Present
Bankers Financial Corporation October 2014 - Present
Kobie Marketing April 2014 - October 2014
Raymond James Financial February 2009 - April 2014
Triad Digital Media September 2006 - December 2008
Nepstel, Inc January 2004 - September 2006
American Compusystems, Inc March 2001 - January 2004
Skills
Solution Architecture, Software Architectural..., SOA, UML, UML Tools, Object Oriented Design, OOP, MVC, HTML 5, ASP.NET, JavaScript, AngularJS, Node.js, JQuery, CSS, XML, Web Services, .NET, IIS, SQL, Visual Studio, Web Applications, Requirements Analysis, WCF, LINQ, Testing, SDLC, SOAP, AJAX, WPF, ADO.NET, Silverlight, Databases, Microsoft SQL Server, MySQL, Design Patterns, Agile, Scrum, NHibernate, SQL Server, TFS, EF5, Windows, Operating Systems, Agile Methodologies, Angular, node, jQuery
Education
University of South Florida 2000 — 2008
Cara Farchione's Raymond James Financial Experience September 2006 - August 2008
Job Product and Project Management
Industry Financial Services
Experience
Raymond James Financial Inc. August 2008 - January 2013
Raymond James Financial September 2006 - August 2008
HSN 2004 - 2005
Accenture 1998 - 2004
Skills
Strategic Planning, Business Process..., Product Management, Business Analysis, Consulting, Business Process, Portfolio Management, Competitive Analysis, Analysis, E-commerce, Management, Strategy, Project Management, Risk Management, Finance, Process Improvement, Program Management
Education
University of Florida
Bachelor of Science, Marketing
Raymond James Financial Inc. August 2008 - January 2013
Raymond James Financial September 2006 - August 2008
HSN 2004 - 2005
Accenture 1998 - 2004
Skills
Strategic Planning, Business Process..., Product Management, Business Analysis, Consulting, Business Process, Portfolio Management, Competitive Analysis, Analysis, E-commerce, Management, Strategy, Project Management, Risk Management, Finance, Process Improvement, Program Management
Education
University of Florida
Bachelor of Science, Marketing
Tina Bivins, MBA, FRP's Raymond James Financial Experience September 2004 - September 2009
Job Equity Manager and Title IX Coordinator, Institutional Equity Compliance at Hillsborough Community College
Industry Marketing and Advertising
Experience
Hillsborough Community College December 2013 - Present
DBPR 2013 - 2013
Wetherington, Hamilton & Harrison, P.A. 2012 - 2013
Revealing Truth Ministries September 2009 - September 2012
Femfessionals LLC 2012 - 2012
Hillsborough Community College August 2008 - May 2010
Raymond James Financial September 2004 - September 2009
Skills
Public Speaking, Non-profits, Public Relations, Press Releases, Event Planning, Social Media, Strategic Communications, Social Networking, Social Media Marketing, Editing, Strategic Planning, Event Management, Research, Copywriting, Media Relations, Leadership, Strategy, Marketing, Nonprofits, Management
Education
University of Miami - School of Business 2006 — 2008
Master, Business Administration
University of South Florida 2002 — 2004
Bachelor of Arts, Criminology
Hillsborough Community College December 2013 - Present
DBPR 2013 - 2013
Wetherington, Hamilton & Harrison, P.A. 2012 - 2013
Revealing Truth Ministries September 2009 - September 2012
Femfessionals LLC 2012 - 2012
Hillsborough Community College August 2008 - May 2010
Raymond James Financial September 2004 - September 2009
Skills
Public Speaking, Non-profits, Public Relations, Press Releases, Event Planning, Social Media, Strategic Communications, Social Networking, Social Media Marketing, Editing, Strategic Planning, Event Management, Research, Copywriting, Media Relations, Leadership, Strategy, Marketing, Nonprofits, Management
Education
University of Miami - School of Business 2006 — 2008
Master, Business Administration
University of South Florida 2002 — 2004
Bachelor of Arts, Criminology
Kellie O'Connor's Raymond James Financial Experience September 2006 - July 2008
Job Mid Market Account Manager at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2013 - Present
Assurant Employee Benefits July 2008 - August 2013
Raymond James Financial September 2006 - July 2008
Skills
Employee Benefits, Brokers, Sales, Negotiation, Disability Insurance, Insurance, Life Insurance, Term Life Insurance, Health Insurance
Education
University of Oregon 2000 — 2005
Bachelor of Arts (B.A.), Sociology
Lincoln Financial Group August 2013 - Present
Assurant Employee Benefits July 2008 - August 2013
Raymond James Financial September 2006 - July 2008
Skills
Employee Benefits, Brokers, Sales, Negotiation, Disability Insurance, Insurance, Life Insurance, Term Life Insurance, Health Insurance
Education
University of Oregon 2000 — 2005
Bachelor of Arts (B.A.), Sociology
Mark Moody's Raymond James Financial Experience May 2006 - Present
Job Executive Vice President Senior Credit Risk Executive (Chief Credit Officer) at Raymond James Bank
Industry Banking
Experience
Raymond James Financial May 2006 - Present
Bank of America 1987 - 2006
Skills
Commercial Lending, Credit Risk, Strategic Planning, Loans, Banking, Commercial Banking
Education
University of Houston 1984 — 1988
Raymond James Financial May 2006 - Present
Bank of America 1987 - 2006
Skills
Commercial Lending, Credit Risk, Strategic Planning, Loans, Banking, Commercial Banking
Education
University of Houston 1984 — 1988
Alvaro Cruz's Raymond James Financial Experience 2007 - Present
Job Application Developing at Raymond James Financial
Industry Information Technology and Services
Experience
Raymond James Financial 2007 - Present
Skills
SSIS, SSRS, Microsoft SQL Server, C#, ASP.NET, SQL, .NET, ASP.NET MVC, WCF, Visual Studio, TFS, SDLC, WCF Services, SOA, WPF Development, LINQ, Entity Framework, Object Oriented Design, Web Services, Stored Procedures, MVC, Software Design, JavaScript, Web Applications, jQuery, WPF, HTML 5, CSS, AJAX, REST, AngularJS
Education
University of South Florida 2007 — 2009
Bachelor of Science in Computer Science
Raymond James Financial 2007 - Present
Skills
SSIS, SSRS, Microsoft SQL Server, C#, ASP.NET, SQL, .NET, ASP.NET MVC, WCF, Visual Studio, TFS, SDLC, WCF Services, SOA, WPF Development, LINQ, Entity Framework, Object Oriented Design, Web Services, Stored Procedures, MVC, Software Design, JavaScript, Web Applications, jQuery, WPF, HTML 5, CSS, AJAX, REST, AngularJS
Education
University of South Florida 2007 — 2009
Bachelor of Science in Computer Science
Sherry Bremer's Raymond James Financial Experience 1999 - 2006
Job Financial Advisor at Stonebridge Financial Planning Group
Industry Financial Services
Experience
Stonebridge Financial Planning Group January 2014 - Present
Garvin Financial Group, LLC October 2008 - January 2014
Raymond James Financial 1999 - 2006
Robert W. Baird 1987 - 1997
Education
University of Michigan 1961 — 1962
History/Political Science
Western Michigan University 1959 — 1961
History, Political Science
Stonebridge Financial Planning Group January 2014 - Present
Garvin Financial Group, LLC October 2008 - January 2014
Raymond James Financial 1999 - 2006
Robert W. Baird 1987 - 1997
Education
University of Michigan 1961 — 1962
History/Political Science
Western Michigan University 1959 — 1961
History, Political Science
Trevor Perry, CIMA®'s Raymond James Financial Experience June 2007 - July 2009
Job Regional Vice President at Van Eck Global | Market Vectors ETFs
Industry Financial Services
Experience
Van Eck Global Market Vectors ETFs September 2014 - Present
BlackRock November 2009 - September 2014
Raymond James Financial June 2007 - July 2009
Raymond James Financial May 2006 - June 2007
Morgan Stanley February 2005 - October 2005
Skills
Series 7, Series 63, Asset Management, ETFs, Asset Allocation, RIA, Mutual Funds, Investment Advisory, Registered Investment..., Sales, Series 65, Trading, Financial Analysis, Credit, Sales Operations, Capital Markets, Risk Management, Investments, Alternative Investments, Separately Managed..., Electronic Trading, Securities, Investment Strategies, Bonds, Financial Markets, FINRA, Bloomberg, Financial Advisory, Finance, Financial Services, Hedge Funds, Investment Management, Portfolio Management, Wealth Management, Equities, Fixed Income, Retirement Planning, Financial Modeling, Retirement, Investment Banking, Equity Research, Relationship Management, Uniform Combined State..., 401k, Wealth Management..., Financial Planning
Education
University of South Florida 2001 — 2005
B.S, Economics
Van Eck Global Market Vectors ETFs September 2014 - Present
BlackRock November 2009 - September 2014
Raymond James Financial June 2007 - July 2009
Raymond James Financial May 2006 - June 2007
Morgan Stanley February 2005 - October 2005
Skills
Series 7, Series 63, Asset Management, ETFs, Asset Allocation, RIA, Mutual Funds, Investment Advisory, Registered Investment..., Sales, Series 65, Trading, Financial Analysis, Credit, Sales Operations, Capital Markets, Risk Management, Investments, Alternative Investments, Separately Managed..., Electronic Trading, Securities, Investment Strategies, Bonds, Financial Markets, FINRA, Bloomberg, Financial Advisory, Finance, Financial Services, Hedge Funds, Investment Management, Portfolio Management, Wealth Management, Equities, Fixed Income, Retirement Planning, Financial Modeling, Retirement, Investment Banking, Equity Research, Relationship Management, Uniform Combined State..., 401k, Wealth Management..., Financial Planning
Education
University of South Florida 2001 — 2005
B.S, Economics
Erika Beauchamp Vrakas's Raymond James Financial Experience January 2000 - May 2004
Job Client Management Marketing
Industry Financial Services
Experience
Hirschberger Financial Services, Inc. May 2004 - Present
Raymond James Financial January 2000 - May 2004
Moore Stephens Lovelace 1999 - 2000
Education
University of South Florida 2002 — 2004
English, Journalism, Economics
University of Central Florida 1998 — 1999
English, Economics, Political Science
Hirschberger Financial Services, Inc. May 2004 - Present
Raymond James Financial January 2000 - May 2004
Moore Stephens Lovelace 1999 - 2000
Education
University of South Florida 2002 — 2004
English, Journalism, Economics
University of Central Florida 1998 — 1999
English, Economics, Political Science
James Callaway's Raymond James Financial Experience September 1996 - January 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Raymond James Financial September 1996 - January 2012
United States Marine Corps 1990 - 2006
Education
University of North Texas 1991 — 1995
Political Science and Government
Denton High School 1986 — 1989
Ameriprise Financial Services, Inc. January 2012 - Present
Raymond James Financial September 1996 - January 2012
United States Marine Corps 1990 - 2006
Education
University of North Texas 1991 — 1995
Political Science and Government
Denton High School 1986 — 1989
Chris Frenck's Raymond James Financial Experience May 1997 - Present
Job Senior Business Analyst at Raymond James Consulting
Industry Information Technology and Services
Experience
Raymond James Financial May 1997 - Present
Skills
Requirements Gathering, Visio, Requirements Analysis, SDLC, Business Analysis, Systems Analysis, Scrum, Database Design, User Acceptance Testing, Software Documentation, Business Requirements, ITIL, ETL, PMO, MS Project, Business Process, Agile Project Management, SharePoint, SOA, Software Project..., Enterprise Architecture, Business Intelligence, IT Management, Process Improvement, PMP, Agile Methodologies, .NET, Testing, Disaster Recovery, Data Modeling, IT Strategy, Integration, Software Development, Business Process..., SSIS, Quality Center, SSRS, SQL, Vendor Management, Data Warehousing, Databases, Solution Architecture, Microsoft SQL Server
Education
University of South Florida 1995 — 1997
BS, Information Systems Management
Raymond James Financial May 1997 - Present
Skills
Requirements Gathering, Visio, Requirements Analysis, SDLC, Business Analysis, Systems Analysis, Scrum, Database Design, User Acceptance Testing, Software Documentation, Business Requirements, ITIL, ETL, PMO, MS Project, Business Process, Agile Project Management, SharePoint, SOA, Software Project..., Enterprise Architecture, Business Intelligence, IT Management, Process Improvement, PMP, Agile Methodologies, .NET, Testing, Disaster Recovery, Data Modeling, IT Strategy, Integration, Software Development, Business Process..., SSIS, Quality Center, SSRS, SQL, Vendor Management, Data Warehousing, Databases, Solution Architecture, Microsoft SQL Server
Education
University of South Florida 1995 — 1997
BS, Information Systems Management
Andrew Norgart's Raymond James Financial Experience May 2000 - May 2004
Job President at Norgart Land Ventures, LLC
Industry Real Estate
Experience
Norgart Land Ventures, LLC June 2011 - Present
KB Home June 2009 - June 2011
Richmond American Homes June 2006 - January 2009
KB Home 2005 - 2006
Richmond American Homes May 2004 - June 2005
Raymond James Financial May 2000 - May 2004
Education
University of Florida - Warrington College of Business Administration 2003 — 2004
MBA, Finance, Real Estate & Urban Analysis
University of Florida 1996 — 2000
BS, Finance
Norgart Land Ventures, LLC June 2011 - Present
KB Home June 2009 - June 2011
Richmond American Homes June 2006 - January 2009
KB Home 2005 - 2006
Richmond American Homes May 2004 - June 2005
Raymond James Financial May 2000 - May 2004
Education
University of Florida - Warrington College of Business Administration 2003 — 2004
MBA, Finance, Real Estate & Urban Analysis
University of Florida 1996 — 2000
BS, Finance
John J. Wire's Raymond James Financial Experience May 1989 - June 2005
Job Senior Vice Pres. at Robert W. Baird &Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2008 - Present
Wells Fargo Investments June 2005 - April 2008
Raymond James Financial May 1989 - June 2005
Education
University of Minnesota - Carlson School of Management 1983 — 1985
Robert W. Baird & Co. April 2008 - Present
Wells Fargo Investments June 2005 - April 2008
Raymond James Financial May 1989 - June 2005
Education
University of Minnesota - Carlson School of Management 1983 — 1985
Jason Ingraham's Raymond James Financial Experience 2005 - 2007
Job IT Manager at Kindermusik International
Industry Retail
Experience
Kindermusik International January 2011 - Present
Kindermusik International March 2008 - January 2011
Raymond James Financial 2005 - 2007
Raymond James Financial 2005 - 2007
Skills
ASP.NET, Microsoft SQL Server, Web Services, Access, XML, Windows, HTML, JavaScript, Data Analysis, Project Management, SQL
Education
University of South Florida - College of Business Administration
MIS
Kindermusik International January 2011 - Present
Kindermusik International March 2008 - January 2011
Raymond James Financial 2005 - 2007
Raymond James Financial 2005 - 2007
Skills
ASP.NET, Microsoft SQL Server, Web Services, Access, XML, Windows, HTML, JavaScript, Data Analysis, Project Management, SQL
Education
University of South Florida - College of Business Administration
MIS
Lisa Dufaux's Raymond James Financial Experience 2008 - May 2012
Job Realtor/Investor
Industry Real Estate
Experience
Eden Homes LLC March 2008 - Present
Charles Rutenberg Realty, Inc. May 2005 - Present
Raymond James Financial 2008 - May 2012
Raymond James Financial Inc. May 2002 - April 2008
Raymond James Financial, Inc. April 1997 - April 2002
Skills
SDLC, SharePoint, Requirements Analysis, Business Analysis, Project Management, Visio, PMP, Process Improvement, Program Management, Vendor Management, Risk Management, Requirements Gathering, SQL, Business Process..., Analysis, Business Process, IT Management, MS Project, Software Project..., IT Strategy, Software Documentation, Business Intelligence, Integration, CRM, PMO, Disaster Recovery
Education
University of Minnesota-Twin Cities
Eden Homes LLC March 2008 - Present
Charles Rutenberg Realty, Inc. May 2005 - Present
Raymond James Financial 2008 - May 2012
Raymond James Financial Inc. May 2002 - April 2008
Raymond James Financial, Inc. April 1997 - April 2002
Skills
SDLC, SharePoint, Requirements Analysis, Business Analysis, Project Management, Visio, PMP, Process Improvement, Program Management, Vendor Management, Risk Management, Requirements Gathering, SQL, Business Process..., Analysis, Business Process, IT Management, MS Project, Software Project..., IT Strategy, Software Documentation, Business Intelligence, Integration, CRM, PMO, Disaster Recovery
Education
University of Minnesota-Twin Cities
Forrest Bennett's Raymond James Financial Experience January 2011 - April 2013
Job Experienced Network Security Engineer, Network Manager, and Network Engineer
Industry Computer Networking
Experience
NDS/SAIC (for the City of Memphis) October 2013 - Present
Raymond James Financial January 2011 - April 2013
Morgan Keegan January 2005 - January 2011
ServiceMaster April 2002 - September 2003
Enron Broadband Services May 2000 - April 2002
Thomas & Betts February 1996 - May 2000
Orkand Corporation 1993 - 1996
Lexington County S.C. MIS April 1990 - October 1993
Skills
VoIP, Telecommunications, LAN/WAN, WAN, Network Architecture, Cisco IOS, Network Security, Switches, Architecture, Computer Security, Cisco, IP, VPN, Wireless, Routers, Network Design, Cabling, Network Engineering, TCP/IP, ATM, Ethernet, WLAN, Cisco Technologies, VMware, Security, Networking, Active Directory, LAN-WAN, Disaster Recovery, Data Center, Wireless Networking, Cisco Routers, Cisco Call Manager, Routing, Cisco Nexus, Firewalls, ATM networks, EIGRP, VLAN, BGP, DNS, Cisco Security, Frame Relay, CCNA, ASA, DHCP, Servers, Load Balancing, VMware ESX, Windows Server
Education
University of South Carolina-Columbia 1981 — 1983
NDS/SAIC (for the City of Memphis) October 2013 - Present
Raymond James Financial January 2011 - April 2013
Morgan Keegan January 2005 - January 2011
ServiceMaster April 2002 - September 2003
Enron Broadband Services May 2000 - April 2002
Thomas & Betts February 1996 - May 2000
Orkand Corporation 1993 - 1996
Lexington County S.C. MIS April 1990 - October 1993
Skills
VoIP, Telecommunications, LAN/WAN, WAN, Network Architecture, Cisco IOS, Network Security, Switches, Architecture, Computer Security, Cisco, IP, VPN, Wireless, Routers, Network Design, Cabling, Network Engineering, TCP/IP, ATM, Ethernet, WLAN, Cisco Technologies, VMware, Security, Networking, Active Directory, LAN-WAN, Disaster Recovery, Data Center, Wireless Networking, Cisco Routers, Cisco Call Manager, Routing, Cisco Nexus, Firewalls, ATM networks, EIGRP, VLAN, BGP, DNS, Cisco Security, Frame Relay, CCNA, ASA, DHCP, Servers, Load Balancing, VMware ESX, Windows Server
Education
University of South Carolina-Columbia 1981 — 1983
Phyllis Timmons's Raymond James Financial Experience March 2010 - Present
Job Director, Human Resources at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial March 2010 - Present
Skills
Talent Management, Human Resources, Temporary Placement, Onboarding, Employee Relations, Talent Acquisition, College Recruiting, Recruiting, Succession Planning, SDLC, Applicant Tracking..., HRIS, Deferred Compensation, Management, Organizational..., Leadership, Performance Management, Leadership Development, Strategic Partnerships
Education
University of Houston
MBA, Business
University of Houston
Master of Business Administration (MBA), Management
Raymond James Financial March 2010 - Present
Skills
Talent Management, Human Resources, Temporary Placement, Onboarding, Employee Relations, Talent Acquisition, College Recruiting, Recruiting, Succession Planning, SDLC, Applicant Tracking..., HRIS, Deferred Compensation, Management, Organizational..., Leadership, Performance Management, Leadership Development, Strategic Partnerships
Education
University of Houston
MBA, Business
University of Houston
Master of Business Administration (MBA), Management
Greg Kessler's Raymond James Financial Experience November 2003 - June 2013
Job Vice President, Private Client Group Administration at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2013 - Present
Raymond James Financial November 2003 - June 2013
Raymond James September 2001 - November 2003
Education
Wharton School, University of Pennsylvania 2010 — 2012
University of South Florida 1997 — 2000
BS, Finance
Raymond James Financial Inc. June 2013 - Present
Raymond James Financial November 2003 - June 2013
Raymond James September 2001 - November 2003
Education
Wharton School, University of Pennsylvania 2010 — 2012
University of South Florida 1997 — 2000
BS, Finance
James Novorr's Raymond James Financial Experience October 1968 - February 2001
Job President at Engineous USA, Inc.
Industry Automotive
Experience
Engineous USA, Inc. March 2005 - Present
Engineous USA, Inc. March 2005 - Present
Raymond James Financial October 1968 - February 2001
Skills
Strategic Planning, New Business Development, Team Building, Product Development, Negotiation, Business Strategy, Sales Management, Marketing Strategy, Business Planning, Budgets, Automotive, Management, Start-ups, Leadership, Process Improvement, Management Consulting, Manufacturing, Cross-functional Team..., Operations Management, Forecasting, Strategy, Sales, Account Management, Product Marketing, Business Development, Product Management, Marketing, Program Management, Finance, Team Leadership, Pricing, CRM, Logistics
Education
Rockhurst College 1964 — 1966
University of Missouri-Kansas City 1962 — 1964
Accounting
Engineous USA, Inc. March 2005 - Present
Engineous USA, Inc. March 2005 - Present
Raymond James Financial October 1968 - February 2001
Skills
Strategic Planning, New Business Development, Team Building, Product Development, Negotiation, Business Strategy, Sales Management, Marketing Strategy, Business Planning, Budgets, Automotive, Management, Start-ups, Leadership, Process Improvement, Management Consulting, Manufacturing, Cross-functional Team..., Operations Management, Forecasting, Strategy, Sales, Account Management, Product Marketing, Business Development, Product Management, Marketing, Program Management, Finance, Team Leadership, Pricing, CRM, Logistics
Education
Rockhurst College 1964 — 1966
University of Missouri-Kansas City 1962 — 1964
Accounting
Teresa Farmer, CMP, CMM's Raymond James Financial Experience June 2005 - July 2013
Job Director, Meetings & Events at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial June 2005 - July 2013
Raymond James Financial Inc. June 2002 - June 2005
Tech Data May 1998 - May 2002
Wyndham Harbour Island Hotel June 1996 - May 1998
Skills
Trade Shows, Event Management, Corporate Events, Event Planning, Meeting Planning
Education
University of Nevada-Las Vegas 2002 — 2006
B.S., Hotel Administration
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial June 2005 - July 2013
Raymond James Financial Inc. June 2002 - June 2005
Tech Data May 1998 - May 2002
Wyndham Harbour Island Hotel June 1996 - May 1998
Skills
Trade Shows, Event Management, Corporate Events, Event Planning, Meeting Planning
Education
University of Nevada-Las Vegas 2002 — 2006
B.S., Hotel Administration
Parker Ellis's Raymond James Financial Experience July 2010 - December 2012
Job Manager Institutional Investment for RJ Tax Credit Funds Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2013 - Present
Raymond James Financial Inc. January 2013 - April 2013
Raymond James Financial July 2010 - December 2012
Raymond James Financial Inc. May 2008 - June 2010
Education
University of Florida 2004 — 2008
Bachelor's, Finance
Raymond James Financial Inc. May 2013 - Present
Raymond James Financial Inc. January 2013 - April 2013
Raymond James Financial July 2010 - December 2012
Raymond James Financial Inc. May 2008 - June 2010
Education
University of Florida 2004 — 2008
Bachelor's, Finance
Steve Clem's Raymond James Financial Experience November 2000 - October 2007
Job Technical Architect Consultant at AgileThought
Industry Computer Software
Experience
AgileThought April 2011 - Present
Sage Software April 2008 - March 2012
LexJet October 2007 - April 2008
Raymond James Financial November 2000 - October 2007
Skills
esb, ESB, SOA, .NET, C#, BizTalk, MCSD, Enterprise Architecture, SQL Server 2000-2008, Oracle SQL, Siebel EAI, Microsoft SQL Server, SQL, Siebel, Integration, Databases, Web Services, WCF, SDLC, Design Patterns, Architecture, TFS, Agile Methodologies, Software Documentation, Enterprise Software, Architectures, T-SQL
Education
University of South Florida - College of Business Administration 1997 — 1999
Bachelor, MIS
AgileThought April 2011 - Present
Sage Software April 2008 - March 2012
LexJet October 2007 - April 2008
Raymond James Financial November 2000 - October 2007
Skills
esb, ESB, SOA, .NET, C#, BizTalk, MCSD, Enterprise Architecture, SQL Server 2000-2008, Oracle SQL, Siebel EAI, Microsoft SQL Server, SQL, Siebel, Integration, Databases, Web Services, WCF, SDLC, Design Patterns, Architecture, TFS, Agile Methodologies, Software Documentation, Enterprise Software, Architectures, T-SQL
Education
University of South Florida - College of Business Administration 1997 — 1999
Bachelor, MIS
Sarah Morgan Thompson's Raymond James Financial Experience July 2005 - August 2006
Job Self Directed Stay at Home Mom at
Industry Human Resources
Experience
- May 2011 - Present
DBM February 2009 - May 2011
Hillsborough Community College August 2006 - January 2009
Raymond James Financial July 2005 - August 2006
Water & Air Research, Inc. May 2003 - May 2005
Skills
Public Speaking, Personnel Management, Human Resources, Nonprofits, Leadership, Event Planning, Social Media, Microsoft Office, Fundraising, Public Relations, Non-profits, Event Management
Education
University of Florida - Warrington College of Business Administration 2003 — 2005
MS, Business Administration
University of Florida 1998 — 2003
BS, Public Relation
- May 2011 - Present
DBM February 2009 - May 2011
Hillsborough Community College August 2006 - January 2009
Raymond James Financial July 2005 - August 2006
Water & Air Research, Inc. May 2003 - May 2005
Skills
Public Speaking, Personnel Management, Human Resources, Nonprofits, Leadership, Event Planning, Social Media, Microsoft Office, Fundraising, Public Relations, Non-profits, Event Management
Education
University of Florida - Warrington College of Business Administration 2003 — 2005
MS, Business Administration
University of Florida 1998 — 2003
BS, Public Relation
Stacy Rowland's Raymond James Financial Experience May 2009 - July 2012
Job Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2012 - Present
Raymond James Financial May 2009 - July 2012
Wachovia Securities, LLC December 1993 - March 2009
First Union Securities 1993 - 2001
Skills
Fixed Income, Capital Markets, Bonds, Series 7, Hedge Funds, MBS, Securities, Trading, Bloomberg, Alternative Investments, Series 63, Derivatives, Structured Products, Series 24, ABS, Investments, Equities
Education
University of North Carolina at Chapel Hill 1985 — 1989
BA, Economics
SunTrust Robinson Humphrey June 2012 - Present
Raymond James Financial May 2009 - July 2012
Wachovia Securities, LLC December 1993 - March 2009
First Union Securities 1993 - 2001
Skills
Fixed Income, Capital Markets, Bonds, Series 7, Hedge Funds, MBS, Securities, Trading, Bloomberg, Alternative Investments, Series 63, Derivatives, Structured Products, Series 24, ABS, Investments, Equities
Education
University of North Carolina at Chapel Hill 1985 — 1989
BA, Economics
Lisa Hengtgen's Raymond James Financial Experience October 2009 - May 2011
Job IT Site Leader at General Motors OnStar
Industry Automotive
Experience
General Motors - OnStar May 2011 - Present
Raymond James Financial October 2009 - May 2011
Ford Motor Company July 2007 - January 2009
Ford Motor Credit Company June 2005 - June 2007
Ford Motor Credit Company November 2003 - June 2005
Ford Motor Company November 2000 - November 2003
Ford Motor Company April 1998 - November 2000
Ford Motor Company April 1996 - April 1998
Ford Motor Company April 1992 - April 1996
Ford Motor Company 1990 - 1992
Skills
Information Technology, Operating Systems, Hardware, Project Management, Supplier Development, Business Operations, Process Improvement, IT Strategy, SDLC, Vendor Management, Six Sigma, ITIL, Program Management, IT Management, Business Process..., Business Analysis, Cross-functional Team..., Integration, SharePoint, Change Management, Disaster Recovery, Requirements Analysis, Servers, VMware, Databases, Quality Assurance, Windows Server, Call Centers, Systems Analysis, Project Planning, Data Center, Project Portfolio..., Process Engineering, IT Service Management, Testing, Resource Management, Software Documentation, Management, PMO, Infrastructure, Security, Networking, Windows, Enterprise Architecture, Troubleshooting, Leadership, Technical Support, Team Leadership, Outsourcing, Software Project...
Education
University of Michigan-Dearborn 1984 — 1988
BSA, Information Systems
General Motors - OnStar May 2011 - Present
Raymond James Financial October 2009 - May 2011
Ford Motor Company July 2007 - January 2009
Ford Motor Credit Company June 2005 - June 2007
Ford Motor Credit Company November 2003 - June 2005
Ford Motor Company November 2000 - November 2003
Ford Motor Company April 1998 - November 2000
Ford Motor Company April 1996 - April 1998
Ford Motor Company April 1992 - April 1996
Ford Motor Company 1990 - 1992
Skills
Information Technology, Operating Systems, Hardware, Project Management, Supplier Development, Business Operations, Process Improvement, IT Strategy, SDLC, Vendor Management, Six Sigma, ITIL, Program Management, IT Management, Business Process..., Business Analysis, Cross-functional Team..., Integration, SharePoint, Change Management, Disaster Recovery, Requirements Analysis, Servers, VMware, Databases, Quality Assurance, Windows Server, Call Centers, Systems Analysis, Project Planning, Data Center, Project Portfolio..., Process Engineering, IT Service Management, Testing, Resource Management, Software Documentation, Management, PMO, Infrastructure, Security, Networking, Windows, Enterprise Architecture, Troubleshooting, Leadership, Technical Support, Team Leadership, Outsourcing, Software Project...
Education
University of Michigan-Dearborn 1984 — 1988
BSA, Information Systems
Jordan Rogers's Raymond James Financial Experience October 2008 - May 2009
Job Principal Consultant
Industry Computer & Network Security
Experience
Rapid7 September 2015 - Present
Halock Security Labs July 2014 - Present
H2H Technology, LLC November 2013 - July 2014
RSA September 2012 - October 2013
Morris Hospital June 2009 - September 2012
Raymond James Financial October 2008 - May 2009
Skills
Microsoft Office, Project Management, Technical Support, Customer Service, Norton Ghost, PGP, SQL, Powershell, HIPAA, Meditech, Firewalls, Network Security, Network Administration, Information Security, IBEX, NetWitness, DLP, RSA Security, Computer Security, VPN, mpls, Penetration Testing, PCI DSS, Incident Response, Networking, Active Directory, Security, IPS, Security Architecture..., Malware Analysis, Disaster Recovery, Awesomeness, Cyber, Ice Carving, Mouse Handling, SIEM, Computer Forensics, Data Security, Encryption, Application Security, CISSP, Cisco Technologies, Data Center, F5 BigIP, Identity Management, Juniper, MPLS, Privacy Law, VMware, Vulnerability Management
Education
University of Iowa 2003 — 2008
B.A, Computer Science
Rapid7 September 2015 - Present
Halock Security Labs July 2014 - Present
H2H Technology, LLC November 2013 - July 2014
RSA September 2012 - October 2013
Morris Hospital June 2009 - September 2012
Raymond James Financial October 2008 - May 2009
Skills
Microsoft Office, Project Management, Technical Support, Customer Service, Norton Ghost, PGP, SQL, Powershell, HIPAA, Meditech, Firewalls, Network Security, Network Administration, Information Security, IBEX, NetWitness, DLP, RSA Security, Computer Security, VPN, mpls, Penetration Testing, PCI DSS, Incident Response, Networking, Active Directory, Security, IPS, Security Architecture..., Malware Analysis, Disaster Recovery, Awesomeness, Cyber, Ice Carving, Mouse Handling, SIEM, Computer Forensics, Data Security, Encryption, Application Security, CISSP, Cisco Technologies, Data Center, F5 BigIP, Identity Management, Juniper, MPLS, Privacy Law, VMware, Vulnerability Management
Education
University of Iowa 2003 — 2008
B.A, Computer Science
Brant Fensin's Raymond James Financial Experience November 2009 - March 2014
Job LIHTC Professional
Industry Financial Services
Experience
Raymond James Financial November 2009 - March 2014
Raymond James Financial June 2007 - November 2009
Raymond James Financial June 2005 - June 2007
Skills
Forecasting, Acquisitions, Financial Modeling, Affordable Housing, Valuation, Due Diligence, Asset Management, Real Estate Economics, Investments, Portfolio Management, Corporate Finance, Financial Analysis, Capital Markets, Finance, Strategic Financial...
Education
University of Florida - Warrington College of Business Administration 2009 — 2010
MBA
University of Florida - Warrington College of Business Administration 2001 — 2005
BS Finance, Finance
Raymond James Financial November 2009 - March 2014
Raymond James Financial June 2007 - November 2009
Raymond James Financial June 2005 - June 2007
Skills
Forecasting, Acquisitions, Financial Modeling, Affordable Housing, Valuation, Due Diligence, Asset Management, Real Estate Economics, Investments, Portfolio Management, Corporate Finance, Financial Analysis, Capital Markets, Finance, Strategic Financial...
Education
University of Florida - Warrington College of Business Administration 2009 — 2010
MBA
University of Florida - Warrington College of Business Administration 2001 — 2005
BS Finance, Finance
Brandon Pickett's Raymond James Financial Experience June 2011 - June 2012
Job FP&A Team Lead
Industry Renewables & Environment
Experience
Drax Biomass Inc. June 2015 - Present
Drax Biomass Inc. January 2015 - June 2015
Raymond James Financial, Inc. June 2012 - January 2015
Raymond James Financial June 2011 - June 2012
Citigroup June 2010 - August 2010
Bendixen & Amandi February 2010 - May 2010
NCR Corp January 2009 - February 2009
Skills
Equity Research, Biomass, Transaction Processing, FinTech, Budgeting, Forecasting, Valuation, Money Transfers, Financial Modeling, Excel, PowerPoint, Word, Social Media, Marketing Research, Thompson One, Growth Investing, Bloomberg Terminal, Microsoft Atlas, Microsoft Dynamics AX, LIMS
Education
University of Miami 2007 — 2011
BBA, Finance & Marketing
Monash University
Drax Biomass Inc. June 2015 - Present
Drax Biomass Inc. January 2015 - June 2015
Raymond James Financial, Inc. June 2012 - January 2015
Raymond James Financial June 2011 - June 2012
Citigroup June 2010 - August 2010
Bendixen & Amandi February 2010 - May 2010
NCR Corp January 2009 - February 2009
Skills
Equity Research, Biomass, Transaction Processing, FinTech, Budgeting, Forecasting, Valuation, Money Transfers, Financial Modeling, Excel, PowerPoint, Word, Social Media, Marketing Research, Thompson One, Growth Investing, Bloomberg Terminal, Microsoft Atlas, Microsoft Dynamics AX, LIMS
Education
University of Miami 2007 — 2011
BBA, Finance & Marketing
Monash University
Chris Stulpin's Raymond James Financial Experience April 2011 - April 2012
Job Sr. VP at Merion Capital Group
Industry Research
Experience
Merion Capital Group June 2014 - Present
Raymond James Financial April 2011 - April 2012
Hired to Retool ECM @ Howe Barnes; HB Sold to RJ During Process August 2010 - April 2011
D. A. Davidson July 2007 - July 2010
Cohen & Company August 2003 - April 2007
Skills
Portfolio Management, Capital Markets, Fixed Income, Investment Banking, Private Equity, Equity Research, Financial Modeling, Series 7, Hedge Funds, Asset Managment, Banking, Mergers
Education
University of Pennsylvania - The Wharton School
Bachelors of Business Administration, Accounting and Finance
Merion Capital Group June 2014 - Present
Raymond James Financial April 2011 - April 2012
Hired to Retool ECM @ Howe Barnes; HB Sold to RJ During Process August 2010 - April 2011
D. A. Davidson July 2007 - July 2010
Cohen & Company August 2003 - April 2007
Skills
Portfolio Management, Capital Markets, Fixed Income, Investment Banking, Private Equity, Equity Research, Financial Modeling, Series 7, Hedge Funds, Asset Managment, Banking, Mergers
Education
University of Pennsylvania - The Wharton School
Bachelors of Business Administration, Accounting and Finance
Dawn Ashmun's Raymond James Financial Experience September 2001 - March 2006
Job Manager, HCIS at PwC
Industry Human Resources
Experience
PwC July 2013 - Present
PricewaterhouseCoopers August 2011 - Present
PricewaterhouseCoopers August 2008 - August 2011
Raymond James Financial September 2001 - March 2006
Skills
Talent Acquisition, PeopleSoft, Process Improvement, Vendor Management, Talent Management, Applicant Tracking..., Lotus Notes, Onboarding, Recruiting, Human Resources, Performance Management, Change Management, Technical Recruiting, Project Management, Employee Relations, Workforce Planning, HRIS, Employer Branding, SaaS, Organizational Design
Education
University of South Florida 1996 — 1999
Psychology
University of Florida 1994 — 1996
General Study, Journalism and Meterology
PwC July 2013 - Present
PricewaterhouseCoopers August 2011 - Present
PricewaterhouseCoopers August 2008 - August 2011
Raymond James Financial September 2001 - March 2006
Skills
Talent Acquisition, PeopleSoft, Process Improvement, Vendor Management, Talent Management, Applicant Tracking..., Lotus Notes, Onboarding, Recruiting, Human Resources, Performance Management, Change Management, Technical Recruiting, Project Management, Employee Relations, Workforce Planning, HRIS, Employer Branding, SaaS, Organizational Design
Education
University of South Florida 1996 — 1999
Psychology
University of Florida 1994 — 1996
General Study, Journalism and Meterology
Anthony Arceri's Raymond James Financial Experience June 2010 - Present
Job Web Administrator 2 at Raymond James Financial
Industry Information Technology and Services
Experience
Raymond James Financial June 2010 - Present
Workstream November 2006 - July 2009
Skills
CSS, JavaScript, Marketing Strategy, HTML, jQuery, SDLC, Marketing, SharePoint, Business Analysis, SQL, Microsoft SQL Server, Social Media Marketing, Photoshop
Education
University of Central Florida 2000 — 2004
Bachelors, Digital Media
Raymond James Financial June 2010 - Present
Workstream November 2006 - July 2009
Skills
CSS, JavaScript, Marketing Strategy, HTML, jQuery, SDLC, Marketing, SharePoint, Business Analysis, SQL, Microsoft SQL Server, Social Media Marketing, Photoshop
Education
University of Central Florida 2000 — 2004
Bachelors, Digital Media
Sarah Fanous-Samaan's Raymond James Financial Experience May 2011 - December 2012
Job Associate Creative Director, Agency Manager at Raymond James Financial, Inc.
Industry Investment Management
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. December 2012 - Present
Raymond James Financial May 2011 - December 2012
Eagle Asset Management January 2008 - May 2011
Eagle Asset Management December 2004 - January 2008
Lane Bryant December 2001 - January 2005
Self Employed December 2001 - January 2005
Tampa Bay Business Journal 1997 - 2001
Skills
Mutual Funds, Asset Managment, Equities, Asset Allocation, Asset Management, Securities, Series 63, Series 24, Series 7, Risk Management, Investment Strategies, Wealth Management, Financial Services, Alternative Investments, Fixed Income, FINRA, Investment Advisory, Investments
Education
University of Floida 1993 — 1996
Bachelor of Science (B.S.), Communication, Journalism, and Related Programs
University of Florida 1993 — 1996
Bachelor of Science (BS), Communication, Journalism, and Related Programs
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. December 2012 - Present
Raymond James Financial May 2011 - December 2012
Eagle Asset Management January 2008 - May 2011
Eagle Asset Management December 2004 - January 2008
Lane Bryant December 2001 - January 2005
Self Employed December 2001 - January 2005
Tampa Bay Business Journal 1997 - 2001
Skills
Mutual Funds, Asset Managment, Equities, Asset Allocation, Asset Management, Securities, Series 63, Series 24, Series 7, Risk Management, Investment Strategies, Wealth Management, Financial Services, Alternative Investments, Fixed Income, FINRA, Investment Advisory, Investments
Education
University of Floida 1993 — 1996
Bachelor of Science (B.S.), Communication, Journalism, and Related Programs
University of Florida 1993 — 1996
Bachelor of Science (BS), Communication, Journalism, and Related Programs
Damir Kreho's Raymond James Financial Experience October 2005 - November 2006
Job Operations Analyst at Nielsen Media Research
Industry Information Technology and Services
Experience
The Nielsen Company January 2011 - Present
PricewaterhouseCoopers LLP July 2007 - December 2010
PricewaterhouseCoopers LLP January 2007 - July 2007
Raymond James Financial October 2005 - November 2006
Education
University of South Florida 2007 — 2009
Masters of Science, Management Information Systems
University of South Florida
Bachelor of Science, Management Information Systems
The Nielsen Company January 2011 - Present
PricewaterhouseCoopers LLP July 2007 - December 2010
PricewaterhouseCoopers LLP January 2007 - July 2007
Raymond James Financial October 2005 - November 2006
Education
University of South Florida 2007 — 2009
Masters of Science, Management Information Systems
University of South Florida
Bachelor of Science, Management Information Systems
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS