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
Melissa Mrazek Melissa Mrazek's Raymond James Financial Experience January 2007 - October 2012
Job Head of the Practice Management Group at Curian Capital LLC.
Industry Financial Services
Experience
Curian Capital LLC. October 2012 - Present
Raymond James Financial January 2007 - October 2012
Northwestern Mutual Life Insurance Company January 2004 - December 2007
Lakeside Credit Union October 2003 - June 2004
Skills
Practice Management, Mergers & Acquisitions, Business Development, Public Speaking, Financial Advisory, Succession Planning, Coaching, Business Valuation, Retirement, Series 7, Investments, Retirement Planning, Wealth Management, Investment Advisory, Financial Services, FINRA, Finance, Training, Asset Management, Strategic Financial..., Business Planning, Conflict Resolution, Business Process..., Financial Planning, Management Consulting, Securities, Corporate Communications
Education
University of South Florida
Business Management, Psychology
University of Wisconsin-Milwaukee
Business Management
Curian Capital LLC. October 2012 - Present
Raymond James Financial January 2007 - October 2012
Northwestern Mutual Life Insurance Company January 2004 - December 2007
Lakeside Credit Union October 2003 - June 2004
Skills
Practice Management, Mergers & Acquisitions, Business Development, Public Speaking, Financial Advisory, Succession Planning, Coaching, Business Valuation, Retirement, Series 7, Investments, Retirement Planning, Wealth Management, Investment Advisory, Financial Services, FINRA, Finance, Training, Asset Management, Strategic Financial..., Business Planning, Conflict Resolution, Business Process..., Financial Planning, Management Consulting, Securities, Corporate Communications
Education
University of South Florida
Business Management, Psychology
University of Wisconsin-Milwaukee
Business Management
Patricia Will's Raymond James Financial Experience 2005 - 2010
Job Financial Services Representative at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance October 2012 - Present
Morgan Stanley Smith Barney July 2010 - October 2012
Raymond James Financial 2005 - 2010
Education
University of South Florida 2000 — 2005
BA, Finance
State Farm Insurance October 2012 - Present
Morgan Stanley Smith Barney July 2010 - October 2012
Raymond James Financial 2005 - 2010
Education
University of South Florida 2000 — 2005
BA, Finance
Steven Laesser Steven Laesser's Raymond James Financial Experience August 2008 - June 2009
Job EEE: Electrical Engineer & Entrepreneur
Industry Electrical/Electronic Manufacturing
Experience
Future Electronics December 2014 - Present
Ribbon: Gift of Choice January 2012 - Present
STL Enterprises May 2005 - Present
UTC Fire & Security October 2009 - November 2014
Ultimate Tennis 2009 - 2012
GE Security October 2009 - March 2010
Raymond James Financial August 2008 - June 2009
Dell Inc 2005 - 2008
Delta Chi Fraternity, South Florida Chapter August 2005 - August 2006
Skills
Data Mining, Health, Teamwork, Databases, Outstanding people..., Matlab, Sales, CRM, Telecommunications, Cross-functional Team..., Budgets, Sales Management, Electronics, Electrical Engineering, Windows, Process Improvement, Troubleshooting, Team Leadership, Hardware, Time Management, Access, Testing, Business Development, Manufacturing, Computer Hardware, Integration, Analysis, Labview, Engineering, Leadership, Management, Visio, Software Documentation, Networking, PLC, Six Sigma, C++, LabVIEW
Education
University of South Florida 2003 — 2008
Bachelors, Electrical Engineer
St. Petersburg High School 1999 — 2003
Future Electronics December 2014 - Present
Ribbon: Gift of Choice January 2012 - Present
STL Enterprises May 2005 - Present
UTC Fire & Security October 2009 - November 2014
Ultimate Tennis 2009 - 2012
GE Security October 2009 - March 2010
Raymond James Financial August 2008 - June 2009
Dell Inc 2005 - 2008
Delta Chi Fraternity, South Florida Chapter August 2005 - August 2006
Skills
Data Mining, Health, Teamwork, Databases, Outstanding people..., Matlab, Sales, CRM, Telecommunications, Cross-functional Team..., Budgets, Sales Management, Electronics, Electrical Engineering, Windows, Process Improvement, Troubleshooting, Team Leadership, Hardware, Time Management, Access, Testing, Business Development, Manufacturing, Computer Hardware, Integration, Analysis, Labview, Engineering, Leadership, Management, Visio, Software Documentation, Networking, PLC, Six Sigma, C++, LabVIEW
Education
University of South Florida 2003 — 2008
Bachelors, Electrical Engineer
St. Petersburg High School 1999 — 2003
Paulette Hines, PHR Paulette Hines, PHR's Raymond James Financial Experience February 2010 - November 2010
Job Manager, Corp. Human Resources at Time Warner, Inc
Industry Financial Services
Experience
Time Warner, Inc June 2012 - Present
Catalina Marketing 2010 - June 2012
INROADS 2009 - 2011
Raymond James Financial February 2010 - November 2010
Raymond James Financial October 2004 - February 2010
Skills
Onboarding, Employee Relations, Vendor Management, Training, HRIS, Benefits Administration, Human Resources, Talent Acquisition, Recruiting, Talent Management, Employee Benefits, Personnel Management, Succession Planning, Performance Management, Deferred Compensation, Leadership, Program Management, College Recruiting, Workforce Planning, Applicant Tracking...
Education
University of South Florida - College of Business Administration 2002 — 2006
Bachelor of Science, Business Management
LETO High School
LETO High School
Time Warner, Inc June 2012 - Present
Catalina Marketing 2010 - June 2012
INROADS 2009 - 2011
Raymond James Financial February 2010 - November 2010
Raymond James Financial October 2004 - February 2010
Skills
Onboarding, Employee Relations, Vendor Management, Training, HRIS, Benefits Administration, Human Resources, Talent Acquisition, Recruiting, Talent Management, Employee Benefits, Personnel Management, Succession Planning, Performance Management, Deferred Compensation, Leadership, Program Management, College Recruiting, Workforce Planning, Applicant Tracking...
Education
University of South Florida - College of Business Administration 2002 — 2006
Bachelor of Science, Business Management
LETO High School
LETO High School
Rebecca Hill's Raymond James Financial Experience September 2001 - December 2005
Job Strategic Marketing Manager at CNC Software
Industry Insurance
Experience
CNC Software September 2014 - Present
FUTURITY FIRST Insurance Group April 2012 - September 2014
Travelers January 2006 - April 2012
Raymond James Financial September 2001 - December 2005
University of California San Diego October 2000 - September 2001
Skills
Email Marketing, Insurance, Marketing Communications, Newsletters, Corporate Communications, Copywriting, Social Media Marketing, Marketing, Direct Marketing, Web Content, Brainshark, Corporate Branding, Lead Generation, Strategic Communications, Press Releases, Advertising, Vendor Management
Education
University of South Florida
BA
CNC Software September 2014 - Present
FUTURITY FIRST Insurance Group April 2012 - September 2014
Travelers January 2006 - April 2012
Raymond James Financial September 2001 - December 2005
University of California San Diego October 2000 - September 2001
Skills
Email Marketing, Insurance, Marketing Communications, Newsletters, Corporate Communications, Copywriting, Social Media Marketing, Marketing, Direct Marketing, Web Content, Brainshark, Corporate Branding, Lead Generation, Strategic Communications, Press Releases, Advertising, Vendor Management
Education
University of South Florida
BA
Keflin DeLuca Keflin DeLuca's Raymond James Financial Experience September 2013 - May 2015
Job Education Consultant at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial September 2013 - May 2015
Raymond James Financial February 2010 - September 2013
Raymond James Financial July 2006 - March 2010
Florida Department of Children and Families May 2005 - June 2006
Paychex May 2004 - April 2005
Education
University of South Florida 2000 — 2003
BA, International Studies/French
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial September 2013 - May 2015
Raymond James Financial February 2010 - September 2013
Raymond James Financial July 2006 - March 2010
Florida Department of Children and Families May 2005 - June 2006
Paychex May 2004 - April 2005
Education
University of South Florida 2000 — 2003
BA, International Studies/French
Jim Hooks Jim Hooks's Raymond James Financial Experience October 1986 - June 2004
Job Senior Vice President Governance, Risk & Compliance at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2004 - Present
Raymond James Financial October 1986 - June 2004
Skills
Securities, Series 7, Series 24, FINRA, Series 63, Series 65, Uniform Combined State..., Investments, Investment Advisory, Alternative Investments, Mutual Funds, Wealth Management, Financial Services, Risk Management
Education
University of South Florida
University of South Florida
LPL Financial June 2004 - Present
Raymond James Financial October 1986 - June 2004
Skills
Securities, Series 7, Series 24, FINRA, Series 63, Series 65, Uniform Combined State..., Investments, Investment Advisory, Alternative Investments, Mutual Funds, Wealth Management, Financial Services, Risk Management
Education
University of South Florida
University of South Florida
Toni S. Matthews, CPA's Raymond James Financial Experience August 1998 - May 2002
Job Vice President CFO at Raymond James Tax Credit Funds, Inc
Industry Accounting
Experience
Raymond James May 1997 - Present
Raymond James May 2004 - June 2009
Raymond James Tax Credit Funds May 2004 - December 2005
W.H. Simon & Co., CPAs May 2002 - May 2004
Raymond James Financial August 1998 - May 2002
Raymond James & Associates May 1997 - August 1998
Skills
Accounting, Auditing, Finance, Due Diligence, Financial Reporting
Education
University of South Florida
Bachelor of Science, Accounting/CPA
Raymond James May 1997 - Present
Raymond James May 2004 - June 2009
Raymond James Tax Credit Funds May 2004 - December 2005
W.H. Simon & Co., CPAs May 2002 - May 2004
Raymond James Financial August 1998 - May 2002
Raymond James & Associates May 1997 - August 1998
Skills
Accounting, Auditing, Finance, Due Diligence, Financial Reporting
Education
University of South Florida
Bachelor of Science, Accounting/CPA
Ryan Kwiatkowski's Raymond James Financial Experience February 1998 - May 2004
Job Head of Broker Dealer Sales, INTL FCStone Securities Inc.
Industry Financial Services
Experience
INTL FCStone Inc. September 2005 - Present
Raymond James Financial February 1998 - May 2004
Skills
Series 7, Series 24, Series 55, Series 63, International Equities, Equity Trading, Institutional Accounts, Broker Dealer Accounts, Electronic Trading, Market Making, Capital Markets, Trading Strategies, Equities, Securities, Proprietary Trading, Options, ETFs, Trading Systems, Bloomberg, Financial Markets, Traders, FINRA, Investments, Hedge Funds, Trading, Wealth Management, Fixed Income
Education
Tampa College 2003 — 2006
MBA, International Business
University of South Florida 1998 — 2003
History, Minor Economics
INTL FCStone Inc. September 2005 - Present
Raymond James Financial February 1998 - May 2004
Skills
Series 7, Series 24, Series 55, Series 63, International Equities, Equity Trading, Institutional Accounts, Broker Dealer Accounts, Electronic Trading, Market Making, Capital Markets, Trading Strategies, Equities, Securities, Proprietary Trading, Options, ETFs, Trading Systems, Bloomberg, Financial Markets, Traders, FINRA, Investments, Hedge Funds, Trading, Wealth Management, Fixed Income
Education
Tampa College 2003 — 2006
MBA, International Business
University of South Florida 1998 — 2003
History, Minor Economics
Nora Foy Nelson's Raymond James Financial Experience December 1997 - August 2004
Job Lead Manager at Reynolds American
Industry Financial Services
Experience
Reynolds American, Inc. October 2007 - Present
Jabil August 2004 - October 2007
Raymond James Financial December 1997 - August 2004
Education
University of South Florida 2005 — 2007
MBA, Finance
University of South Florida 1997 — 2000
B.S., Finance
Reynolds American, Inc. October 2007 - Present
Jabil August 2004 - October 2007
Raymond James Financial December 1997 - August 2004
Education
University of South Florida 2005 — 2007
MBA, Finance
University of South Florida 1997 — 2000
B.S., Finance
Jason Kenney's Raymond James Financial Experience August 2005 - July 2010
Job Sr Business Systems Analyst at WellCare
Industry Insurance
Experience
WellCare October 2011 - Present
Catalina Marketing March 2011 - August 2011
WellCare July 2010 - April 2011
Raymond James Financial August 2005 - July 2010
Skills
Visio, SQL, Process Improvement, SharePoint, Requirements Analysis, SDLC, Requirements Gathering, Business Analysis, User Acceptance Testing, Systems Analysis, IT Strategy, Software Project..., Data Modeling, Business Process, Data Warehousing, ETL, Business Requirements, Microsoft SQL Server, Software Documentation, Integration, Databases, Agile Methodologies
Education
University of South Florida 2002 — 2005
Bachelor's degree, Management Information Systems, General
WellCare October 2011 - Present
Catalina Marketing March 2011 - August 2011
WellCare July 2010 - April 2011
Raymond James Financial August 2005 - July 2010
Skills
Visio, SQL, Process Improvement, SharePoint, Requirements Analysis, SDLC, Requirements Gathering, Business Analysis, User Acceptance Testing, Systems Analysis, IT Strategy, Software Project..., Data Modeling, Business Process, Data Warehousing, ETL, Business Requirements, Microsoft SQL Server, Software Documentation, Integration, Databases, Agile Methodologies
Education
University of South Florida 2002 — 2005
Bachelor's degree, Management Information Systems, General
Nick Parrucci's Raymond James Financial Experience 2002 - 2005
Job Pharmaceutical Development Application Specialist at BristolMyers Squibb
Industry Computer Software
Experience
Bristol-Myers Squibb February 2014 - Present
Jaeb Center for Health Research May 2010 - February 2014
CAE USA Inc. January 2010 - May 2010
University of South Florida May 2009 - August 2009
Raymond James Financial 2002 - 2005
Raymond James Financial March 2001 - May 2002
Raymond James Financial December 1999 - March 2001
Aerotek September 1999 - December 1999
Safety-Kleen Corporation July 1995 - July 1999
Skills
C++, Operating Systems, VB.NET, ASP.NET, SharePoint, .NET, SQL, Visual Studio, IIS, Unix, Linux, Java, C#, Programming, Software Engineering, Visual Basic, Requirements Analysis, SDLC
Education
University of South Florida 2007 — 2010
Bachelor of Science, Computer Science
Hillsborough Community College 2006 — 2008
AA, Computer Science
Bristol-Myers Squibb February 2014 - Present
Jaeb Center for Health Research May 2010 - February 2014
CAE USA Inc. January 2010 - May 2010
University of South Florida May 2009 - August 2009
Raymond James Financial 2002 - 2005
Raymond James Financial March 2001 - May 2002
Raymond James Financial December 1999 - March 2001
Aerotek September 1999 - December 1999
Safety-Kleen Corporation July 1995 - July 1999
Skills
C++, Operating Systems, VB.NET, ASP.NET, SharePoint, .NET, SQL, Visual Studio, IIS, Unix, Linux, Java, C#, Programming, Software Engineering, Visual Basic, Requirements Analysis, SDLC
Education
University of South Florida 2007 — 2010
Bachelor of Science, Computer Science
Hillsborough Community College 2006 — 2008
AA, Computer Science
Erik Tonkin's Raymond James Financial Experience August 2006 - March 2008
Job at T Rowe Price
Industry Financial Services
Experience
T. Rowe Price December 2009 - Present
Xcellence Realty llc March 2009 - December 2009
Self Employed Real Estate Consultant June 2008 - April 2009
Raymond James Financial August 2006 - March 2008
Best Buy June 2002 - September 2006
Skills
Series 7, Series 66, Florida Real Estate...
Education
University of South Florida 2002 — 2007
BS, Finance
T. Rowe Price December 2009 - Present
Xcellence Realty llc March 2009 - December 2009
Self Employed Real Estate Consultant June 2008 - April 2009
Raymond James Financial August 2006 - March 2008
Best Buy June 2002 - September 2006
Skills
Series 7, Series 66, Florida Real Estate...
Education
University of South Florida 2002 — 2007
BS, Finance
Jason Burgroff's Raymond James Financial Experience November 2010 - Present
Job Service Delivery and Support Supervisor at Raymond James Financial
Industry Information Technology and Services
Experience
Raymond James Financial November 2010 - Present
Raymond James Financial Inc. February 2006 - November 2010
Raymond James Financial Inc. April 2004 - February 2006
Raymond James Financial Inc. October 2002 - April 2004
Skills
Software Documentation, Requirements Analysis, SDLC, Consulting, VMware, IT Leadership, Leadership, Team Leadership, Team Building, Career Development..., Technical Support, Process Improvement, Budget Process, Performance Management, Bonus Programs, Associate Development, Strategy, Highly detail oriented, Organization
Education
University of South Florida - College of Business Administration 1995 — 2001
Bachelor of Science (B.S.), Management Information Systems, General
Raymond James Financial November 2010 - Present
Raymond James Financial Inc. February 2006 - November 2010
Raymond James Financial Inc. April 2004 - February 2006
Raymond James Financial Inc. October 2002 - April 2004
Skills
Software Documentation, Requirements Analysis, SDLC, Consulting, VMware, IT Leadership, Leadership, Team Leadership, Team Building, Career Development..., Technical Support, Process Improvement, Budget Process, Performance Management, Bonus Programs, Associate Development, Strategy, Highly detail oriented, Organization
Education
University of South Florida - College of Business Administration 1995 — 2001
Bachelor of Science (B.S.), Management Information Systems, General
Russell Robinson's Raymond James Financial Experience May 2007 - December 2010
Job Software Engineer Looking for New Opportunities
Industry Information Technology and Services
Experience
Looking for new New Opportunities Software EngineerRaymond James Financial Inc.January 2011 - April 2013
Raymond James Financial May 2007 - December 2010
Skills
.NET, Disaster Recovery, SDLC, Integration, Quality Center, SSIS, Microsoft SQL Server, SSRS, Enterprise Architecture, Requirements Gathering, Troubleshooting, Visio, Testing, C#, SharePoint, Requirements Analysis, Software Development, Agile Methodologies, SQL, Software Project..., SOA, T-SQL, ASP.NET, Business Analysis, Databases, Microsoft Office, Visual Basic, Process Improvement, Scrum, MS Project, Software Documentation, Database Design, Management, Agile Project Management, Systems Analysis, IIS, Visual Studio, VB.NET, Data Warehousing, XML, Data Modeling, Web Services, Crystal Reports, Web Applications, Solution Architecture, UML, DB2, Oracle
Education
University of South Florida - College of Business Administration
BS Management Information Systems
Looking for new New Opportunities Software EngineerRaymond James Financial Inc.January 2011 - April 2013
Raymond James Financial May 2007 - December 2010
Skills
.NET, Disaster Recovery, SDLC, Integration, Quality Center, SSIS, Microsoft SQL Server, SSRS, Enterprise Architecture, Requirements Gathering, Troubleshooting, Visio, Testing, C#, SharePoint, Requirements Analysis, Software Development, Agile Methodologies, SQL, Software Project..., SOA, T-SQL, ASP.NET, Business Analysis, Databases, Microsoft Office, Visual Basic, Process Improvement, Scrum, MS Project, Software Documentation, Database Design, Management, Agile Project Management, Systems Analysis, IIS, Visual Studio, VB.NET, Data Warehousing, XML, Data Modeling, Web Services, Crystal Reports, Web Applications, Solution Architecture, UML, DB2, Oracle
Education
University of South Florida - College of Business Administration
BS Management Information Systems
Sherri Johnson, PMP's Raymond James Financial Experience April 1994 - January 1999
Job Project Leader, AVP at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price September 2013 - Present
PwC May 2012 - September 2013
Raymond James Financial Inc. January 2007 - May 2012
Raymond James Financial Inc. January 1999 - January 2007
Raymond James Financial April 1994 - January 1999
Raymond James Financial January 1993 - April 1994
Education
University of South Florida
BS, Management Information Systems
University of South Florida
BS, Accounting
T. Rowe Price September 2013 - Present
PwC May 2012 - September 2013
Raymond James Financial Inc. January 2007 - May 2012
Raymond James Financial Inc. January 1999 - January 2007
Raymond James Financial April 1994 - January 1999
Raymond James Financial January 1993 - April 1994
Education
University of South Florida
BS, Management Information Systems
University of South Florida
BS, Accounting
Jeanette Farr - Mooney's Raymond James Financial Experience February 1988 - February 1995
Job Manager, Financial Analyst at Cox Target Media
Industry Accounting
Experience
Cox Target Media February 1996 - Present
Raymond James Financial February 1988 - February 1995
Education
University of South Florida 1990 — 1994
Accounting, Business Administration
Cox Target Media February 1996 - Present
Raymond James Financial February 1988 - February 1995
Education
University of South Florida 1990 — 1994
Accounting, Business Administration
Vincent Sims's Raymond James Financial Experience
Job Software Engineer at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial
Skills
Microsoft SQL Server, SDLC, Test Planning, Visio, .NET, SQL, SSIS, User Acceptance Testing, C#, Quality Center, Agile Methodologies, Software Development, XML, SharePoint, Visual Studio, Requirements Gathering, Web Services, Quality Assurance, Requirements Analysis, SSRS, Test Automation, Database Design, Data Modeling, T-SQL, Software Project..., Databases, SOA, Testing, Business Analysis, Software Quality..., Oracle, ASP.NET, Data Warehousing, Systems Analysis, ETL
Education
University of South Florida 1990 — 1993
BS, Information Systems
Raymond James Financial
Skills
Microsoft SQL Server, SDLC, Test Planning, Visio, .NET, SQL, SSIS, User Acceptance Testing, C#, Quality Center, Agile Methodologies, Software Development, XML, SharePoint, Visual Studio, Requirements Gathering, Web Services, Quality Assurance, Requirements Analysis, SSRS, Test Automation, Database Design, Data Modeling, T-SQL, Software Project..., Databases, SOA, Testing, Business Analysis, Software Quality..., Oracle, ASP.NET, Data Warehousing, Systems Analysis, ETL
Education
University of South Florida 1990 — 1993
BS, Information Systems
Tim Fetter's Raymond James Financial Experience November 1998 - June 2004
Job Portfolio Management at MMA Financial
Industry Real Estate
Experience
MMA Financial May 2004 - Present
Raymond James Bank, FSB June 2004 - February 2005
Raymond James Financial November 1998 - June 2004
Education
University of South Florida 1996 — 2001
MBA, Finance, Real Estate
MMA Financial May 2004 - Present
Raymond James Bank, FSB June 2004 - February 2005
Raymond James Financial November 1998 - June 2004
Education
University of South Florida 1996 — 2001
MBA, Finance, Real Estate
Eszter Glowacki's Raymond James Financial Experience May 2004 - April 2014
Job Manager, Business Technology
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial May 2004 - April 2014
Skills
C#.Net, Microsoft SQL Server, SharePoint, Powershell, Agile Methodologies, BizTalk, C#, Visual Studio, SSIS, SDLC, Databases, Systems Analysis, Microsoft Office..., .NET, T-SQL, SSRS, IIS, ASP.NET, SharePoint Designer, SOA, WCF, Visio
Education
University of South Florida 2001 — 2004
BS, MIS
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial May 2004 - April 2014
Skills
C#.Net, Microsoft SQL Server, SharePoint, Powershell, Agile Methodologies, BizTalk, C#, Visual Studio, SSIS, SDLC, Databases, Systems Analysis, Microsoft Office..., .NET, T-SQL, SSRS, IIS, ASP.NET, SharePoint Designer, SOA, WCF, Visio
Education
University of South Florida 2001 — 2004
BS, MIS
TERRI-ANN LINDO's Raymond James Financial Experience May 2005 - Present
Job Registered Investment Advisor Agent at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial May 2005 - Present
UBS February 2002 - May 2005
Raymond James & Associates, Inc. September 1995 - February 2002
Skills
Investment Advisory, Mutual Funds, Retirement, Investments, Asset Allocation, Strategic Financial..., Securities, Equities, IRAs, Investment Strategies, Fixed Annuities, Financial Advisory, Portfolio Management, 401k Rollovers, Estate Planning, Wealth Accumulation, Series 63, Series 9, Series 10, Series 7
Education
University of South Florida
Bachelor of Science (BS), Finance, General
Raymond James Financial May 2005 - Present
UBS February 2002 - May 2005
Raymond James & Associates, Inc. September 1995 - February 2002
Skills
Investment Advisory, Mutual Funds, Retirement, Investments, Asset Allocation, Strategic Financial..., Securities, Equities, IRAs, Investment Strategies, Fixed Annuities, Financial Advisory, Portfolio Management, 401k Rollovers, Estate Planning, Wealth Accumulation, Series 63, Series 9, Series 10, Series 7
Education
University of South Florida
Bachelor of Science (BS), Finance, General
Manuel Albarran's Raymond James Financial Experience February 2011 - Present
Job Information Security IT GRC Analyst
Industry Information Technology and Services
Experience
Raymond James Financial February 2011 - Present
Raymond James Financial March 2010 - February 2011
Restaurant Magic Software September 2009 - March 2010
Skills
Visio, SQL, C#, HTML, ASP.NET, Java, XML, CSS, Project Management, Microsoft Excel, LINQ, Microsoft Word, Outlook, Spanish, PHP, Microsoft SQL Server, Databases, Access, Windows, Visual Studio, CISA, Risk Management, Security, SharePoint, Software Documentation, Team Leadership, Third Party Vendor..., Vendor Management, Information Technology, Integration, CISM, IT Audit, IT GRC, Information Security, Risk Assessment, SDLC
Education
University of South Florida 2009 — 2010
B.A.
University of South Florida - College of Business Administration 2007 — 2009
B.A.
Raymond James Financial February 2011 - Present
Raymond James Financial March 2010 - February 2011
Restaurant Magic Software September 2009 - March 2010
Skills
Visio, SQL, C#, HTML, ASP.NET, Java, XML, CSS, Project Management, Microsoft Excel, LINQ, Microsoft Word, Outlook, Spanish, PHP, Microsoft SQL Server, Databases, Access, Windows, Visual Studio, CISA, Risk Management, Security, SharePoint, Software Documentation, Team Leadership, Third Party Vendor..., Vendor Management, Information Technology, Integration, CISM, IT Audit, IT GRC, Information Security, Risk Assessment, SDLC
Education
University of South Florida 2009 — 2010
B.A.
University of South Florida - College of Business Administration 2007 — 2009
B.A.
Jay Natkow, AIF®'s Raymond James Financial Experience June 1998 - August 2001
Job Senior Vice President, National Director of DCIO Sales
Industry Financial Services
Experience
Eagle Asset Management July 2015 - Present
Eagle Asset Management (Raymond James Financial) September 2008 - June 2015
Awad Asset Management/Eagle Boston Investment Management (Raymond James Financial) August 2005 - September 2008
Awad Asset Management (Raymond James Financial) August 2001 - August 2005
Raymond James Financial June 1998 - August 2001
Skills
401k, Mutual Funds, Series 7, Retirement, Separately Managed..., Series 63, Asset Allocation, Wealth Management, Investment Advisory, Series 6, Portfolio Management
Education
University of South Florida
Bachelor's Degree, Finance
Eagle Asset Management July 2015 - Present
Eagle Asset Management (Raymond James Financial) September 2008 - June 2015
Awad Asset Management/Eagle Boston Investment Management (Raymond James Financial) August 2005 - September 2008
Awad Asset Management (Raymond James Financial) August 2001 - August 2005
Raymond James Financial June 1998 - August 2001
Skills
401k, Mutual Funds, Series 7, Retirement, Separately Managed..., Series 63, Asset Allocation, Wealth Management, Investment Advisory, Series 6, Portfolio Management
Education
University of South Florida
Bachelor's Degree, Finance
Nicole Klepacki's Raymond James Financial Experience May 2008 - Present
Job Intern at Raymond James Financial
Industry Management Consulting
Experience
Raymond James Financial May 2008 - Present
Panera Bread May 2005 - July 2007
Education
University of South Florida 2007 — 2011
Raymond James Financial May 2008 - Present
Panera Bread May 2005 - July 2007
Education
University of South Florida 2007 — 2011
Theresa Jones, PHR's Raymond James Financial Experience 1993 - 2010
Job Human Resources Professional
Industry Human Resources
Experience
Northern Trust 2010 - Present
Raymond James Financial 1993 - 2010
Skills
Recruiting, Training, Management Coaching, Employee Relations, Coaching, Process Improvement, Deferred Compensation, Talent Management, Workforce Planning, Succession Planning, Talent Acquisition, Onboarding, Employee Engagement, Employee Benefits
Education
University of South Florida
BA
Northern Trust 2010 - Present
Raymond James Financial 1993 - 2010
Skills
Recruiting, Training, Management Coaching, Employee Relations, Coaching, Process Improvement, Deferred Compensation, Talent Management, Workforce Planning, Succession Planning, Talent Acquisition, Onboarding, Employee Engagement, Employee Benefits
Education
University of South Florida
BA
patrice Gu's Raymond James Financial Experience September 2010 - Present
Job Business Analyst at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial September 2010 - Present
Sterling Research Group February 2010 - September 2010
Price Waterhouse Coopers January 2009 - February 2010
Raymond James Financial November 1995 - January 2009
Skills
Quality Center, SDLC, User Acceptance Testing, Regression Testing, Requirements Analysis, Test Planning, Quality Assurance, Defect Tracking, Microsoft SQL Server, Requirements Gathering, Waterfall, Business Requirements, Visio, Software Quality..., Integration, Test Cases, QTP, Testing, Oracle, SharePoint, Databases, SQL, Test Management, Systems Analysis, Software Project..., Software Documentation, Disaster Recovery, Test Automation, Agile Testing, Web Applications, TFS, Scrum, Manual Testing, System Testing, Integration Testing, Performance Testing, LoadRunner, WinRunner, Test Execution, Agile Methodologies, Test Scripts, Toad, System Integration..., Release Management, SoapUI, Test Strategy, Agile Project Management, DB2, Usability Testing, Software Engineering
Education
University of South Florida - College of Business Administration 1988 — 1993
Bachelors of Science in MIS, IT
Pasco Hernando Community College 1986 — 1988
Associate of Arts (AA)
Raymond James Financial September 2010 - Present
Sterling Research Group February 2010 - September 2010
Price Waterhouse Coopers January 2009 - February 2010
Raymond James Financial November 1995 - January 2009
Skills
Quality Center, SDLC, User Acceptance Testing, Regression Testing, Requirements Analysis, Test Planning, Quality Assurance, Defect Tracking, Microsoft SQL Server, Requirements Gathering, Waterfall, Business Requirements, Visio, Software Quality..., Integration, Test Cases, QTP, Testing, Oracle, SharePoint, Databases, SQL, Test Management, Systems Analysis, Software Project..., Software Documentation, Disaster Recovery, Test Automation, Agile Testing, Web Applications, TFS, Scrum, Manual Testing, System Testing, Integration Testing, Performance Testing, LoadRunner, WinRunner, Test Execution, Agile Methodologies, Test Scripts, Toad, System Integration..., Release Management, SoapUI, Test Strategy, Agile Project Management, DB2, Usability Testing, Software Engineering
Education
University of South Florida - College of Business Administration 1988 — 1993
Bachelors of Science in MIS, IT
Pasco Hernando Community College 1986 — 1988
Associate of Arts (AA)
Ron Wheat's Raymond James Financial Experience February 1998 - February 2000
Job Senior Home Office Principal at Invest Financial
Industry Financial Services
Experience
Invest Financial October 2012 - Present
Invest Financial 2011 - October 2012
Merrill Lynch December 2009 - November 2010
Bank of America March 2006 - December 2009
Invest Financial February 2000 - January 2006
Raymond James Financial February 1998 - February 2000
Skills
Series 7, Series 63, Mutual Funds, Equities, FINRA, Series 24, Fixed Annuities, Financial Analysis, Series 65, Trading, Financial Advisory, IRAs, Bonds, Securities, Uniform Combined State..., Wealth Management, Investments, Asset Managment, Retirement Planning, Investment Advisory, Risk Management, Retirement, Asset Allocation, Finance
Education
University of South Florida 1996 — 1997
BS, Finance
Florida Community College 1982 — 1984
Associate Degree, General Business
Invest Financial October 2012 - Present
Invest Financial 2011 - October 2012
Merrill Lynch December 2009 - November 2010
Bank of America March 2006 - December 2009
Invest Financial February 2000 - January 2006
Raymond James Financial February 1998 - February 2000
Skills
Series 7, Series 63, Mutual Funds, Equities, FINRA, Series 24, Fixed Annuities, Financial Analysis, Series 65, Trading, Financial Advisory, IRAs, Bonds, Securities, Uniform Combined State..., Wealth Management, Investments, Asset Managment, Retirement Planning, Investment Advisory, Risk Management, Retirement, Asset Allocation, Finance
Education
University of South Florida 1996 — 1997
BS, Finance
Florida Community College 1982 — 1984
Associate Degree, General Business
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS